| 1650 Wealth Management |
Tom |
Balcom |
Founder & Investment Advisor |
(800) 658-9560 |
WM |
tombalcom@1650wealth.com |
|
255 Commercial Boulevard, Suite 200 |
Lauderdale-by-the-Sea |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/tombalcom1650wealth/ |
Comprehensive Wealth Management, Private Wealth Management Firm, Fee Only Investment Advisor, Independent Wealth Management Firm, Fiduciary, Certified Financial Planner, Alternative Investments, Registered Investment Advisor |
2.010 |
|
|
https://www.linkedin.com/company/1650-wealth-management/ |
http://www.1650wealth.com/ |
1650 Wealth Management is an independent, private wealth management firm located in Fort Lauderdale, Florida. We specialize in working with high net worth individuals, business owners, corporate executives and retirees, to simplify their financial lives. We take pride in creating and actively managing custom 401(k), retirement (Roth and Traditional IRA’s), individual and trust accounts, utilizing a disciplined investment strategy designed to grow and protect your wealth, while employing tax minimization strategies. As an independent, private wealth management firm, we have the freedom to select the best investment vehicles, across thousands of investment products and companies, utilizing only those which best meet your financial goals. We are free from corporate mandates, meeting sales quota’s, answering to stockholders and limited investment options, inherent at larger institutions. |
|
| 215 Advisors LLC |
Joel |
Beyer |
Chief Executive Officer |
(760) 788-5953 |
WM |
joel@215.life |
info@215.life |
20 E. Thomas Road, Suite 2200 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
https://www.linkedin.com/in/joel-beyer-cka®-7ba82546/ |
|
2.016 |
|
|
https://www.linkedin.com/company/215-advisors/ |
http://www.215.life/ |
215 Advisors helps a select group of business owners, professionals and family stewards to optimize their financial potential and pursue a higher quality of life. Our advisors lead a talented national team of independent tax strategists, financial specialists, money managers and professional subject-matter experts - and are here to guide you every step of the way.
While most of the financial industry continues to push a product-based sales agenda, we continue to deliver a practical fee-based financial planning process. One that focuses on multi-dimensional solutions for you, your family, your business and your future. |
|
| 215 Advisors LLC |
Ed |
McKelvey |
Partner |
(760) 788-4761 |
WM |
ed@215.life |
info@215.life |
20 E. Thomas Road, Suite 2200 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
https://www.linkedin.com/in/ed-mckelvey-72100714b/ |
|
2.016 |
|
|
https://www.linkedin.com/company/215-advisors/ |
http://www.215.life/ |
215 Advisors helps a select group of business owners, professionals and family stewards to optimize their financial potential and pursue a higher quality of life. Our advisors lead a talented national team of independent tax strategists, financial specialists, money managers and professional subject-matter experts - and are here to guide you every step of the way.
While most of the financial industry continues to push a product-based sales agenda, we continue to deliver a practical fee-based financial planning process. One that focuses on multi-dimensional solutions for you, your family, your business and your future. |
|
| 215 Advisors LLC |
Josh |
Steinberg |
CFO & Partner |
(760) 788-5953 |
WM |
josh@215.life |
info@215.life |
20 E. Thomas Road, Suite 2200 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
|
|
2.016 |
|
|
https://www.linkedin.com/company/215-advisors/ |
http://www.215.life/ |
215 Advisors helps a select group of business owners, professionals and family stewards to optimize their financial potential and pursue a higher quality of life. Our advisors lead a talented national team of independent tax strategists, financial specialists, money managers and professional subject-matter experts - and are here to guide you every step of the way.
While most of the financial industry continues to push a product-based sales agenda, we continue to deliver a practical fee-based financial planning process. One that focuses on multi-dimensional solutions for you, your family, your business and your future. |
|
| 233 Wealth Management Group - Morgan Stanley |
Christopher |
Kelly |
SVP, Wealth Advisor, Corporate Client Group Director, Family Wealth Director |
Direct: (312) 443-6007 |
WM |
christopher.kelly@morganstanley.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/christopherckelly/ |
|
|
|
|
|
https://advisor.morganstanley.com/233-wealth-management-group |
Our team caters to the wealth management needs of a select group of families and institutions across the country. As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| 233 Wealth Management Group - Morgan Stanley |
Peter |
Lucas |
VP, Financial Advisor, Portfolio Management Director |
Direct: (312) 443-6026 |
WM |
peter.lucas@morganstanley.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/peter-lucas-b34a021/ |
|
|
|
|
|
https://advisor.morganstanley.com/233-wealth-management-group |
Our team caters to the wealth management needs of a select group of families and institutions across the country. As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| 233 Wealth Management Group - Morgan Stanley |
Matthew |
Fitzpatrick |
Financial Advisor |
Direct: (312) 419-3266 |
WM |
matthew.fitzpatrick@morganstanley.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-fitzpatrick-8321583b/ |
|
|
|
|
|
https://advisor.morganstanley.com/233-wealth-management-group |
Our team caters to the wealth management needs of a select group of families and institutions across the country. As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| 2plan wealth management Ltd |
Chris |
Smallwood |
Chief Executive Officer |
44 113 302-1360 |
WM |
chris.smallwood@2plan.com |
Administration@2plan.com |
Third Floor Bridgewater Place |
Leeds |
|
LS11 5BZ |
United Kingdom |
Europe |
https://www.linkedin.com/in/chris-smallwood-72aa9019/ |
|
2.007 |
|
|
https://www.linkedin.com/company/2planwealthmanagement/ |
http://2plan.com/ |
2plan wealth management is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Since the launch of 2plan wealth management in 2007, the company has continued to grow and now has over 200 professional advisers, supported by a Head Office team with extensive financial planning expertise. |
|
| 2plan wealth management Ltd |
Nick |
Hewitt |
Financial Director |
44 113 302-1360 |
WM |
nick.hewitt@2plan.com |
Administration@2plan.com |
Third Floor Bridgewater Place |
Leeds |
|
LS11 5BZ |
United Kingdom |
Europe |
https://www.linkedin.com/in/nick-hewitt-30607937/ |
|
2.007 |
|
|
https://www.linkedin.com/company/2planwealthmanagement/ |
http://2plan.com/ |
2plan wealth management is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Since the launch of 2plan wealth management in 2007, the company has continued to grow and now has over 200 professional advisers, supported by a Head Office team with extensive financial planning expertise. |
|
| 360 Wealth Management |
Chad |
Atkins |
Principal |
(972) 421-1362 |
WM |
chad.atkins@lpl.com |
|
17300 N Dallas Pkwy Suite 2065 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/chad-atkins-cfp-crpc-4a963915/ |
|
|
$730 million |
|
|
https://360wm.net/ |
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. |
|
| 360 Wealth Management |
Brandon |
Day |
Principal & Partner |
(972) 421-1361 |
WM |
bday@lpl.com |
|
17300 N Dallas Pkwy Suite 2065 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/brandond2/ |
|
|
$730 million |
|
|
https://360wm.net/ |
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. |
|
| 360 Wealth Management |
Sean |
Kernan |
Principal |
(469) 893-0067 |
WM |
sean.kernan@lpl.com |
|
17300 N Dallas Pkwy Suite 2065 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/sean-kernan-66517168/ |
|
|
$730 million |
|
|
https://360wm.net/ |
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. |
|
| 360 Wealth Management |
Sarah |
Pais |
Chief Operating Officer |
(972) 421-1342 |
WM |
sarah.pais@lpl.com |
|
17300 N Dallas Pkwy Suite 2065 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/sarah-pais-2989274a/ |
|
|
$730 million |
|
|
https://360wm.net/ |
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. |
|
| 3G Wealth Management |
Gary |
Garcia II |
Managing Partner |
(813) 817-2705 |
WM |
Gary@3GWealth.com |
|
106 S. Tampania, Suite 202 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/garygarciaii/ |
|
2.017 |
|
|
|
http://www.3gwealthmanagement.com/ |
3G Wealth Management’s founder, Gary Garcia, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We provide comprehensive financial planning and investment management services to a limited number of wealthy individuals and families across the country. |
|
| A.I.D. Wealth Management |
Marc |
Lowell |
President and Founder |
(888) 667-4750 |
WM |
mlowell@aidwealthmanagement.com |
info@aidwealthmanagement.com |
200 East Broward Blvd Suite 1320 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/marclowellcluchfc/ |
|
|
|
|
|
https://aidwealthmanagement.com/ |
At A.I.D. Wealth Management, we take pride in providing an unparalleled level of service to private clients, family offices, and businesses alike. We’d like to do the same for you. |
|
| AAG Wealth Management |
Richard |
Balaes |
Managing Director |
44 207 016-6767 |
WM |
richard.balaes@aag.co.uk |
enquiries@aag.co.uk |
117 Piccadilly, Mayfair |
London |
|
W1J 7JU |
United Kingdom |
Europe |
https://www.linkedin.com/in/richard-balaes-2ab7415/ |
|
|
$104 million |
|
https://www.linkedin.com/company/aag-wealth-management |
http://www.aag.co.uk/ |
AAG Wealth Management (AAG) was founded in 1995 and backed by Lord Jacob Rothschild. We set out to provide sound financial advice and have an holistic approach to Wealth Management, which brings together specialists to provide you with the advice you need. |
|
| AAG Wealth Management |
Stuart |
Hudson |
Wealth Manager & Director |
44 207 016-6756 |
WM |
stuart.hudson@aag.co.uk |
enquiries@aag.co.uk |
117 Piccadilly, Mayfair |
London |
|
W1J 7JU |
United Kingdom |
Europe |
https://www.linkedin.com/in/stuarthudsoncfp/ |
|
|
$104 million |
|
https://www.linkedin.com/company/aag-wealth-management |
http://www.aag.co.uk/ |
AAG Wealth Management (AAG) was founded in 1995 and backed by Lord Jacob Rothschild. We set out to provide sound financial advice and have an holistic approach to Wealth Management, which brings together specialists to provide you with the advice you need. |
|
| AAG Wealth Management |
Oliver |
Tunnicliffe |
Wealth Manager |
44 207 016-6732 |
WM |
oliver.tunnicliffe@aag.co.uk |
enquiries@aag.co.uk |
117 Piccadilly, Mayfair |
London |
|
W1J 7JU |
United Kingdom |
Europe |
https://www.linkedin.com/in/olivertunnicliffe/ |
|
|
$104 million |
|
https://www.linkedin.com/company/aag-wealth-management |
http://www.aag.co.uk/ |
AAG Wealth Management (AAG) was founded in 1995 and backed by Lord Jacob Rothschild. We set out to provide sound financial advice and have an holistic approach to Wealth Management, which brings together specialists to provide you with the advice you need. |
|
| AAM Advisory Pte Ltd |
Eryk |
Lee |
Chief Executive Officer |
65 6653 6600 |
WM |
eryk.lee@aam-advisory.com |
info@aam-advisory.com |
138 Market Street #06-01 CapitaGreen |
Singapore |
|
048946 |
Singapore |
Asia |
https://www.linkedin.com/in/eryk-lee/ |
|
2.007 |
|
DPO@aam-advisory.com |
https://www.linkedin.com/company/aam-advisory-pte-ltd/ |
https://www.aam-advisory.com/ |
AAM Advisory is a Singapore-based wealth management and financial advisory firm that offers a holistic approach to managing your wealth and finances. Our Wealth Managers are totally focussed on your needs and goals to devise the perfect wealth management solutions for you. From ensuring your loved ones will always be provided for, to funding your child’s education, achieving your retirement goals, or ensuring your estate passes quickly to your chosen beneficiaries, AAM Advisory won’t just sell you products but will advise you on a full suite of wealth management solutions to suit your personal needs – because we know everyone is an individual. |
|
| AAM Advisory Pte Ltd |
Kelso |
Beggs |
Chief Operations Officer |
65 6653 6600 |
WM |
kelso.beggs@aam-advisory.com |
info@aam-advisory.com |
138 Market Street #06-01 CapitaGreen |
Singapore |
|
048946 |
Singapore |
Asia |
https://www.linkedin.com/in/kelsobeggs/ |
|
2.007 |
|
|
https://www.linkedin.com/company/aam-advisory-pte-ltd/ |
https://www.aam-advisory.com/ |
AAM Advisory is a Singapore-based wealth management and financial advisory firm that offers a holistic approach to managing your wealth and finances. Our Wealth Managers are totally focussed on your needs and goals to devise the perfect wealth management solutions for you. From ensuring your loved ones will always be provided for, to funding your child’s education, achieving your retirement goals, or ensuring your estate passes quickly to your chosen beneficiaries, AAM Advisory won’t just sell you products but will advise you on a full suite of wealth management solutions to suit your personal needs – because we know everyone is an individual. |
|
| AAM Advisory Pte Ltd |
Ian |
Black |
Director of Global Wealth Structuring |
65 6653 6600 |
WM |
ian.black@aam-advisory.com |
info@aam-advisory.com |
138 Market Street #06-01 CapitaGreen |
Singapore |
|
048946 |
Singapore |
Asia |
https://www.linkedin.com/in/ian-black-singapore/ |
|
2.007 |
|
|
https://www.linkedin.com/company/aam-advisory-pte-ltd/ |
https://www.aam-advisory.com/ |
AAM Advisory is a Singapore-based wealth management and financial advisory firm that offers a holistic approach to managing your wealth and finances. Our Wealth Managers are totally focussed on your needs and goals to devise the perfect wealth management solutions for you. From ensuring your loved ones will always be provided for, to funding your child’s education, achieving your retirement goals, or ensuring your estate passes quickly to your chosen beneficiaries, AAM Advisory won’t just sell you products but will advise you on a full suite of wealth management solutions to suit your personal needs – because we know everyone is an individual. |
|
| AAM Advisory Pte Ltd |
David |
MacDonald |
Head of Business Development |
65 6653 6600 |
WM |
david.macdonald@aam-advisory.com |
info@aam-advisory.com |
138 Market Street #06-01 CapitaGreen |
Singapore |
|
048946 |
Singapore |
Asia |
https://www.linkedin.com/in/david-macdonald-190118b/ |
|
2.007 |
|
|
https://www.linkedin.com/company/aam-advisory-pte-ltd/ |
https://www.aam-advisory.com/ |
AAM Advisory is a Singapore-based wealth management and financial advisory firm that offers a holistic approach to managing your wealth and finances. Our Wealth Managers are totally focussed on your needs and goals to devise the perfect wealth management solutions for you. From ensuring your loved ones will always be provided for, to funding your child’s education, achieving your retirement goals, or ensuring your estate passes quickly to your chosen beneficiaries, AAM Advisory won’t just sell you products but will advise you on a full suite of wealth management solutions to suit your personal needs – because we know everyone is an individual. |
|
| AAM Company |
John |
Schaefer |
Principal, Chairman and CEO |
(312) 263-2900 |
WM |
jschaefer@aamcompany.com |
marketing@aamcompany.com |
30 W Monroe St 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/john-schaefer-cfa-41787a8/ |
|
|
|
|
|
http://www.aamcompany.com/ |
Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. |
|
| AAM Company |
Reed |
Nuttall |
Principal and Chief Investment Officer |
(312) 263-2900 |
WM |
reed.nuttall@aamcompany.com |
marketing@aamcompany.com |
30 W Monroe St 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/reed-nuttall-b6b32b8/ |
|
|
|
|
|
http://www.aamcompany.com/ |
Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. |
|
| AAM Company |
Kevin |
Adams |
Principal, VP and Senior Portfolio Manager |
(312) 263-2900 |
WM |
kevin.adams@aamcompany.com |
marketing@aamcompany.com |
30 W Monroe St 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-adams-cfa-0345898/ |
|
|
|
|
|
http://www.aamcompany.com/ |
Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. |
|
| AAM Company |
Marco |
Bravo |
Principal, VP and Senior Portfolio |
(312) 263-2900 |
WM |
marco.bravo@aamcompany.com |
marketing@aamcompany.com |
30 W Monroe St 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/marco-bravo-7994a6b/ |
|
|
|
|
|
http://www.aamcompany.com/ |
Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. |
|
| AAM Company |
Daniel |
Byrnes |
Principal, VP and Senior Portfolio |
(312) 263-2900 |
WM |
dan.byrnes@aamcompany.com |
marketing@aamcompany.com |
30 W Monroe St 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/dan-byrnes-cfa-9772075/ |
|
|
|
|
|
http://www.aamcompany.com/ |
Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. |
|
| Aaron Wealth Advisors |
Gary |
Hirschberg |
CEO & Founding Member |
(312) 506-5780 |
WM |
ghirschberg@aaronwealth.com |
info@aaronwealth.com |
515 N. State Street, Suite 1770 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/gary-hirschberg/ |
|
2.018 |
|
|
https://www.linkedin.com/company/aaron-wealth-advisors/ |
https://www.aaronwealth.com/ |
Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. |
|
| Aaron Wealth Advisors |
Bill |
Andrakakos |
Chief Investment Officer |
(312) 506-5780 |
WM |
bandrakakos@aaronwealth.com |
info@aaronwealth.com |
515 N. State Street, Suite 1770 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/bill-andrakakos-cfa-frm-bb472937/ |
|
2.018 |
|
|
https://www.linkedin.com/company/aaron-wealth-advisors/ |
https://www.aaronwealth.com/ |
Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. |
|
| Aaron Wealth Advisors |
Georgette |
Condos |
Director of Client Service & Experience |
(312) 506-5780 |
WM |
gcondos@aaronwealth.com |
info@aaronwealth.com |
515 N. State Street, Suite 1770 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/georgettecondos/ |
|
2.018 |
|
|
https://www.linkedin.com/company/aaron-wealth-advisors/ |
https://www.aaronwealth.com/ |
Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. |
|
| Aaron Wealth Advisors |
Josh |
Hodges |
Investment Advisor, VP |
(312) 506-5780 |
WM |
jhodges@aaronwealth.com |
info@aaronwealth.com |
515 N. State Street, Suite 1770 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/joshwhodges/ |
|
2.018 |
|
|
https://www.linkedin.com/company/aaron-wealth-advisors/ |
https://www.aaronwealth.com/ |
Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. |
|
| Abacus Asia Wealth Management Pte. Ltd. |
Kelly |
Ng |
Executive Director |
65 6817 7757 |
WM |
|
enquiry@abacusasia-wealth.com |
138 Robinson Road, #10-03 Oxley Tower |
Singapore |
|
068906 |
Singapore |
Asia |
https://www.linkedin.com/in/kelly-ng-8a042a35/ |
Alternative Investment Advisory, Emerging Market Debt, Private Lending, Direct Lending, Private Equity Secondaries |
|
$300M |
|
|
https://abacusasia-wealth.com/ |
Abacus Asia Wealth Management, a Singapore-based independent investment manager providing investment management services for both institutional and professional clients. |
|
| Abacus Wealth Partners, LLC |
Darius |
Gagne |
Chief Investment Officer |
Direct: (424) 229-6733 |
WM |
darius@abacuswealth.com |
info@abacuswealth.com |
429 Santa Monica Blvd., Suite 500 |
Santa Monica |
CA |
90401 |
United States of America |
North America |
https://www.linkedin.com/in/dariusgagne/ |
|
1.988 |
|
|
https://www.linkedin.com/company/abacus-wealth-partners/ |
https://abacuswealth.com/ |
Abacus Wealth Partners is a national fee-only™ wealth management and financial planning firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. |
|
| Abacus Wealth Partners, LLC |
David |
DeWolf |
CFO |
(888) 422-2287 |
WM |
david@abacuswealth.com |
info@abacuswealth.com |
429 Santa Monica Blvd., Suite 500 |
Santa Monica |
CA |
90401 |
United States of America |
North America |
https://www.linkedin.com/in/davedewolf/ |
|
1.988 |
|
|
https://www.linkedin.com/company/abacus-wealth-partners/ |
https://abacuswealth.com/ |
Abacus Wealth Partners is a national fee-only™ wealth management and financial planning firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. |
|
| Abacus Wealth Partners, LLC |
J.D. |
Bruce |
President |
(888) 422-2287 |
WM |
jd@abacuswealth.com |
info@abacuswealth.com |
429 Santa Monica Blvd., Suite 500 |
Santa Monica |
CA |
90401 |
United States of America |
North America |
https://www.linkedin.com/in/jdbruce/ |
|
1.988 |
|
|
https://www.linkedin.com/company/abacus-wealth-partners/ |
https://abacuswealth.com/ |
Abacus Wealth Partners is a national fee-only™ wealth management and financial planning firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. |
|
| Abacus Wealth Partners, LLC |
Jessica |
Luebkeman |
Chief Compliance Officer |
(888) 422-2287 |
WM |
jessica@abacuswealth.com |
info@abacuswealth.com |
429 Santa Monica Blvd., Suite 500 |
Santa Monica |
CA |
90401 |
United States of America |
North America |
|
|
1.988 |
|
|
https://www.linkedin.com/company/abacus-wealth-partners/ |
https://abacuswealth.com/ |
Abacus Wealth Partners is a national fee-only™ wealth management and financial planning firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. |
|
| Abbott Downing |
Amy |
Jucoski |
Managing Director |
(336) 842-7162 |
WM |
amy.jucoski@abbotdowning.com |
|
90 South Seventh Street Suite 5100 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/amy-jucoski-cfp®-34714650/ |
|
|
|
|
https://www.linkedin.com/company/abbot-downing/about/ |
https://www.abbotdowning.com |
Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. |
|
| Abbott Downing |
Lisa |
Featherngill |
Managing Director |
(336) 842-7160 |
WM |
lisa.featherngill@abbotdowning.com |
|
90 South Seventh Street Suite 5100 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-featherngill-6819543/ |
|
|
|
|
https://www.linkedin.com/company/abbot-downing/about/ |
https://www.abbotdowning.com |
Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. |
|
| Abbott Downing |
Jack |
Ginter |
President |
(267) 321-5907 |
WM |
jack.ginter@abbotdowning.com |
|
90 South Seventh Street Suite 5100 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/jack-ginter-70276773/ |
|
|
|
|
https://www.linkedin.com/company/abbot-downing/about/ |
https://www.abbotdowning.com |
Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. |
|
| Abbott Downing |
Keith |
Baum |
Managing Director, Foundations and Endowment |
(480) 887-4222 |
WM |
keith.baum@abbotdowning.com |
|
90 South Seventh Street Suite 5100 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/keith-baum-73787a1/ |
|
|
|
|
https://www.linkedin.com/company/abbot-downing/about/ |
https://www.abbotdowning.com |
Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. |
|
| Abbott Downing |
Joseph |
Freeman |
Senior Managing Director |
(336) 817-1604 |
WM |
Joe.Freeman@abbotdowning.com |
|
90 South Seventh Street Suite 5100 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/joe-freeman-70a1b29/ |
|
|
|
|
https://www.linkedin.com/company/abbot-downing/about/ |
https://www.abbotdowning.com |
Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. |
|
| Aberdeen Standard Investments |
Mickey |
Janvier |
Head of Business Development, Wealth Management, Americas |
(800) 485-2294 |
WM |
mickey.janvier@aberdeenstandard.com |
katie.cowley@aberdeenstandard.com |
1900 Market Street Suite 200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/mickey-janvier-a8231913/ |
|
|
$501.5 billion |
|
https://www.linkedin.com/company/aberdeen-standard-investments/?originalSubdomain=ph |
https://www.aberdeenstandard.com/ |
Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service.
Overall, we manage £525.7 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from over 40 client relationship offices globally. |
|
| Aberdeen Standard Investments |
Menno |
de Vreeze |
Head of Business Development, International Wealth Management, Americas |
(212) 776 9078 |
WM |
menno.devreeze@aberdeenstandard.com |
james.thorneley@aberdeenstandard.com |
1900 Market Street Suite 200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/mennodevreeze/ |
|
|
$501.5 billion |
|
https://www.linkedin.com/company/aberdeen-standard-investments/?originalSubdomain=ph |
https://www.aberdeenstandard.com/ |
Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service.
Overall, we manage £525.7 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from over 40 client relationship offices globally. |
|
| Acadian Asset Management LLC |
John |
Chisholm |
Co-Chief Executive Officer |
(617) 850-3500 |
WM |
jchisholm@acadian-asset.com |
|
260 Franklin Street |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/johnchisholm/ |
|
1.986 |
$101B |
|
https://www.linkedin.com/company/acadian-asset-management/ |
https://www.acadian-asset.com/ |
Acadian Asset Management provides investment management services. The Company offers wealth management, portfolio construction, financial planning, and investment advisory services. Acadian Asset Management serves customers globally. |
|
| Acadian Asset Management LLC |
Ross |
Dowd |
Co-Chief Executive Officer |
(617) 850-3500 |
WM |
rdowd@acadian-asset.com |
|
260 Franklin Street |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/ross-dowd-1852799/ |
|
1.986 |
$101B |
|
https://www.linkedin.com/company/acadian-asset-management/ |
https://www.acadian-asset.com/ |
Acadian Asset Management provides investment management services. The Company offers wealth management, portfolio construction, financial planning, and investment advisory services. Acadian Asset Management serves customers globally. |
|
| Acadian Asset Management LLC |
Brendan |
Bradley |
Chief Investment Officer |
(617) 850-3500 |
WM |
bbradley@acadian-asset.com |
|
260 Franklin Street |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/brendan-bradley-17b0894/ |
|
1.986 |
$101B |
|
https://www.linkedin.com/company/acadian-asset-management/ |
https://www.acadian-asset.com/ |
Acadian Asset Management provides investment management services. The Company offers wealth management, portfolio construction, financial planning, and investment advisory services. Acadian Asset Management serves customers globally. |
|
| Acadian Asset Management LLC |
Mark |
Minichiello |
Chief Operating Officer |
(617) 850-3500 |
WM |
mminichiello@acadian-asset.com |
|
260 Franklin Street |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/mark-minichiello-25678b6/ |
|
1.986 |
$101B |
|
https://www.linkedin.com/company/acadian-asset-management/ |
https://www.acadian-asset.com/ |
Acadian Asset Management provides investment management services. The Company offers wealth management, portfolio construction, financial planning, and investment advisory services. Acadian Asset Management serves customers globally. |
|
| Acadian Asset Management LLC |
Kelly |
Young |
Executive Vice President & Chief Marketing Officer |
(617) 850-3500 |
WM |
kyoung@acadian-asset.com |
|
260 Franklin Street |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-young-cfa-caia-05b66311/ |
|
1.986 |
$101B |
|
https://www.linkedin.com/company/acadian-asset-management/ |
https://www.acadian-asset.com/ |
Acadian Asset Management provides investment management services. The Company offers wealth management, portfolio construction, financial planning, and investment advisory services. Acadian Asset Management serves customers globally. |
|
| ACap Advisors & Accountants |
Ara |
Oghoorian |
Founder and President |
(818) 272-8511 |
WM |
ara@acapam.com |
info@acapam.com |
16133 Ventura Blvd, Suite 600 |
Encino |
CA |
91436 |
United States of America |
North America |
https://www.linkedin.com/in/aoghoorian/ |
|
2.009 |
|
aoghoorian@acapam.com |
https://www.linkedin.com/company/acapadvisorsaccountants/ |
https://www.acapam.com/ |
Founded in 2009, ACap Advisors & Accountants (formulated of ACap Asset Management, Inc. and ACap Accounting Services, Inc.) is a boutique fee-only wealth management, and full-service accounting firm based in Los Angeles, CA. We provide comprehensive, unbiased financial advice and guidance, specifically tailored to those in the healthcare industry. |
|
| ACap Advisors & Accountants |
Matthew |
Crisafulli |
Partner |
(818) 272-8511 |
WM |
matt@acapam.com |
info@acapam.com |
16133 Ventura Blvd, Suite 600 |
Encino |
CA |
91436 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-crisafulli-ea-cfp®-5292b671/ |
|
2.009 |
|
|
https://www.linkedin.com/company/acapadvisorsaccountants/ |
https://www.acapam.com/ |
Founded in 2009, ACap Advisors & Accountants (formulated of ACap Asset Management, Inc. and ACap Accounting Services, Inc.) is a boutique fee-only wealth management, and full-service accounting firm based in Los Angeles, CA. We provide comprehensive, unbiased financial advice and guidance, specifically tailored to those in the healthcare industry. |
|
| Accelerated Wealth Advisors, LLC |
Will |
Duffy |
Chartered Financial Consultant & Investment Advisor Rep. |
(720) 600-7077 |
WM |
will@duffymethod.com |
info@acceleratedwealth.com |
13570 Meadowgrass Dr., Suite 200 |
Colorado Springs |
CO |
80921 |
United States of America |
North America |
https://www.linkedin.com/in/willduffychfc/ |
|
2.008 |
|
|
https://www.linkedin.com/company/acceleratedwealthcos/ |
https://www.acceleratedwealth.com/ |
As a wealth management firm, Accelerated Wealth desn't believe in a “one-size fits all” financial strategy. We come alongside our clients and help them identify areas they are unknowingly and unnecessarily transferring their hard-earned wealth to others, and then incorporate time-tested and trusted strategies to accelerate their dreams and goals, whether in the business environment or in their family. |
|
| Access Wealth |
Howard |
Milove |
Principal and Sr Wealth Advisor |
(973) 436-4084 |
WM |
hmilove@access-wealth.com |
info@access-wealth.com |
4 Becker Farm Road First Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/howardmilove/ |
|
1.987 |
|
|
https://www.linkedin.com/company/access-wealth/ |
https://access-wealth.com/ |
Access Wealth is a privately-owned, second-generation wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We provide expert guidance on every aspect of life that impacts your ability to achieve financial independence. For more than 30 years, our independent approach has helped clients accumulate, protect and ultimately pass their wealth from generation to generation in an efficient manner. |
|
| Access Wealth |
Darren |
Zagarola |
Principal and Sr Wealth Advisor |
(973) 436-4094 |
WM |
dzagarola@access-wealth.com |
info@access-wealth.com |
4 Becker Farm Road First Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/darrenzagarola/ |
|
1.987 |
|
|
https://www.linkedin.com/company/access-wealth/ |
https://access-wealth.com/ |
Access Wealth is a privately-owned, second-generation wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We provide expert guidance on every aspect of life that impacts your ability to achieve financial independence. For more than 30 years, our independent approach has helped clients accumulate, protect and ultimately pass their wealth from generation to generation in an efficient manner. |
|
| Access Wealth |
Howard |
Hook |
Principal and Sr Wealth Advisor |
(973) 436-4091 |
WM |
hhook@access-wealth.com |
info@access-wealth.com |
4 Becker Farm Road First Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/hhook/ |
|
1.987 |
|
|
https://www.linkedin.com/company/access-wealth/ |
https://access-wealth.com/ |
Access Wealth is a privately-owned, second-generation wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We provide expert guidance on every aspect of life that impacts your ability to achieve financial independence. For more than 30 years, our independent approach has helped clients accumulate, protect and ultimately pass their wealth from generation to generation in an efficient manner. |
|
| Access Wealth |
Bruce |
Milove |
Principal, Wealth Manager |
(973) 436-4082 |
WM |
bmilove@access-wealth.com |
info@access-wealth.com |
4 Becker Farm Road First Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/brucemilove/ |
|
1.987 |
|
|
https://www.linkedin.com/company/access-wealth/ |
https://access-wealth.com/ |
Access Wealth is a privately-owned, second-generation wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We provide expert guidance on every aspect of life that impacts your ability to achieve financial independence. For more than 30 years, our independent approach has helped clients accumulate, protect and ultimately pass their wealth from generation to generation in an efficient manner. |
|
| Accord Capital Management |
Mark |
George |
President / Founder |
|
WM |
mgeorge@accordcapitalmanagement.com |
|
|
Ketchum |
ID |
|
United States of America |
North America |
https://www.linkedin.com/in/mark-george-04a368141/ |
|
|
|
|
|
https://www.accordcapitalmanagement.com/ |
Accord Capital Management is a Registered Investment Advisor with the State of Idaho. The information contained herein is not intended to be investment advice. Investment advice can be provided only after the delivery of ADV 2A Brochure and once a properly executed investment advisory agreement has been entered into by the client and ACM. The individuals, families, and foundations we serve come from a variety of wealth circumstances. See how we serve our diverse clients through our custom “Your Conscious Portfolio” philosophy, best practices, and methodology. |
|
| Accredited Investors Inc. |
Wil |
Heupel |
President & Founder |
(952) 841-2222 |
WM |
wil@accredited.com |
info@accredited.com |
5200 West 73rd Street |
Edina |
MI |
55439 |
United States of America |
North America |
https://www.linkedin.com/in/wil-heupel-a27a1915/ |
|
|
$1.6B |
|
https://www.linkedin.com/company/accredited-investors-inc-/ |
https://www.accredited.com/ |
We are nationally ranked as one of the largest fee-only wealth management firms with approximately $1.9 billion in client assets under management. Our personalized approach is focused on lasting relationships with each of our clients, helping them integrate their money with their values. We strive to help them spend their lives wisely. |
|
| Accredited Wealth Management Services |
Steve |
Giacobbe |
Managing Partner / Chief Investment Officer |
(502) 290-1905 |
WM |
sgiacobbe@accreditedwm.com |
awm@accreditedwm.com |
6010 Brownsboro Park Boulevard
Suite F |
Louisville |
KY |
40207 |
United States of America |
North America |
https://www.linkedin.com/in/steve-giacobbe-8414447/ |
|
|
|
|
https://www.linkedin.com/company/accredited-wealth-management/about/ |
http://www.accreditedwm.com/ |
We recognize that wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation and your philanthropy.
Founded by professionals with decades of experience that wanted to create the ideal firm to deliver client focused and results driven wealth management advice to individuals and institutions. |
|
| Accredited Wealth Management Services |
Shawn |
Clark |
Managing Partner / Financial Advisor |
(502) 290-1905 |
WM |
sclark@accreditedwm.com |
awm@accreditedwm.com |
6010 Brownsboro Park Boulevard
Suite F |
Louisville |
KY |
40207 |
United States of America |
North America |
https://www.linkedin.com/in/wmshawnclark/ |
|
|
|
|
https://www.linkedin.com/in/wmshawnclark/ |
http://www.accreditedwm.com/ |
We recognize that wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation and your philanthropy.
Founded by professionals with decades of experience that wanted to create the ideal firm to deliver client focused and results driven wealth management advice to individuals and institutions. |
|
| Accretive Wealth Partners, LLC |
Gary |
Ribe |
Managing Partner |
(973) 970-2627 |
WM |
gary@accretivewealthpartners.com |
info@accretivewealthpartners.com |
185 Hudson St., Suite 2500 |
Jersey City |
NJ |
07311 |
United States of America |
North America |
https://www.linkedin.com/in/gary-ribe-cfa-1022551/ |
|
2.018 |
|
|
https://www.linkedin.com/company/accretive-wealth-partners/ |
https://www.accretivewealthpartners.com/ |
Accretive Wealth is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives. |
|
| Accretive Wealth Partners, LLC |
Stephen |
Esposito |
Managing Partner |
(973) 970-2627 |
WM |
steve@accretivewealthpartners.com |
info@accretivewealthpartners.com |
185 Hudson St., Suite 2500 |
Jersey City |
NJ |
07311 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-esposito-cfp®-0b8ab0ba/ |
|
2.018 |
|
|
https://www.linkedin.com/company/accretive-wealth-partners/ |
https://www.accretivewealthpartners.com/ |
Accretive Wealth is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives. |
|
| Accretive Wealth Partners, LLC |
Eric |
Furey |
Managing Partner |
(973) 970-2627 |
WM |
eric@accretivewealthpartners.com |
info@accretivewealthpartners.com |
185 Hudson St., Suite 2500 |
Jersey City |
NJ |
07311 |
United States of America |
North America |
https://www.linkedin.com/in/e-furey/ |
|
2.018 |
|
|
https://www.linkedin.com/company/accretive-wealth-partners/ |
https://www.accretivewealthpartners.com/ |
Accretive Wealth is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives. |
|
| Accrue Wealth Designs |
Joshua |
Blaker |
Founder |
(480) 565-4363 |
WM |
josh@accruewealthdesigns.com |
office@accruewealthdesigns.com |
1201 S. Alma School Rd., Suite 11750 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-m-blaker-rfc®-2872066/ |
|
2.016 |
|
|
|
https://www.accruewealthdesigns.com/ |
At Accrue Wealth Designs our mission is to develop personalized, objective financial plans designed to preserve, protect and enhance our clients' present and future wealth goals. Accrue Wealth Designs’ business philosophy is to educate people in retirement or those planning for retirement so they are empowered to make confident financial decisions. Accrue Wealth Designs has a moral, legal and ethical obligation as a trusted fiduciary to always put the needs of the client first. As an independent financial advisory firm, we answer to our clients first, not shareholders. We are committed to continuing education to maintain a fresh perspective.
Accrue Wealth Designs serves individuals and their families in the Phoenix metro area to help them make smart, informed decisions about their financial futures so that they are able to live the retirements of their dreams. |
|
| Accrue Wealth Designs |
Colin |
Ruttinger |
Partner & Retirement Financial Professional |
(480) 565-4363 |
WM |
colin@accruewealthdesigns.com |
office@accruewealthdesigns.com |
1201 S. Alma School Rd., Suite 11750 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/colin-ruttinger-a23584aa/ |
|
2.016 |
|
|
|
https://www.accruewealthdesigns.com/ |
At Accrue Wealth Designs our mission is to develop personalized, objective financial plans designed to preserve, protect and enhance our clients' present and future wealth goals. Accrue Wealth Designs’ business philosophy is to educate people in retirement or those planning for retirement so they are empowered to make confident financial decisions. Accrue Wealth Designs has a moral, legal and ethical obligation as a trusted fiduciary to always put the needs of the client first. As an independent financial advisory firm, we answer to our clients first, not shareholders. We are committed to continuing education to maintain a fresh perspective.
Accrue Wealth Designs serves individuals and their families in the Phoenix metro area to help them make smart, informed decisions about their financial futures so that they are able to live the retirements of their dreams. |
|
| Accrue Wealth Designs |
Nicole |
O’Brien |
Client Relationship Manager |
(480) 565-4363 |
WM |
nicole@accruewealthdesigns.com |
office@accruewealthdesigns.com |
1201 S. Alma School Rd., Suite 11750 |
Mesa |
AZ |
85210 |
United States of America |
North America |
|
|
2.016 |
|
|
|
https://www.accruewealthdesigns.com/ |
At Accrue Wealth Designs our mission is to develop personalized, objective financial plans designed to preserve, protect and enhance our clients' present and future wealth goals. Accrue Wealth Designs’ business philosophy is to educate people in retirement or those planning for retirement so they are empowered to make confident financial decisions. Accrue Wealth Designs has a moral, legal and ethical obligation as a trusted fiduciary to always put the needs of the client first. As an independent financial advisory firm, we answer to our clients first, not shareholders. We are committed to continuing education to maintain a fresh perspective.
Accrue Wealth Designs serves individuals and their families in the Phoenix metro area to help them make smart, informed decisions about their financial futures so that they are able to live the retirements of their dreams. |
|
| Achmea Investment Management |
Rogier |
Krens |
Director of Investments |
|
WM |
rogier.krens@achmea.nl |
AchmeaIM@achmea.nl |
Postbus 866 |
Zeist |
|
3700 AW |
The Netherlands |
Europe |
|
Pension Fund in the Netherlands |
2.000 |
|
secretariaat.AIM@achmea.nl |
https://www.linkedin.com/company/achmea-investment-management/ |
https://www.achmeainvestmentmanagement.nl/ |
Achmea Investment Management is an independent part of Achmea, a solid, unlisted Dutch insurance group with cooperative values. We have been supporting pension funds in the Netherlands across the board for more than 60 years with strategic advice, portfolio construction and management. |
|
| Achmea Investment Management |
Mark |
Bakker |
Business Development Director |
Direct: 31 610 185 194, Mobile: 31 610 185 194 |
WM |
Mark.bakker@achmea.nl |
AchmeaIM@achmea.nl |
Postbus 866 |
Zeist |
|
3700 AW |
The Netherlands |
Europe |
https://www.linkedin.com/in/mark-bakker-investment/ |
Pension Fund in the Netherlands |
2.000 |
|
|
https://www.linkedin.com/company/achmea-investment-management/ |
https://www.achmeainvestmentmanagement.nl/ |
Achmea Investment Management is an independent part of Achmea, a solid, unlisted Dutch insurance group with cooperative values. We have been supporting pension funds in the Netherlands across the board for more than 60 years with strategic advice, portfolio construction and management. |
|
| Achmea Investment Management |
Jeroen |
van Rumund |
Business Development Director |
31 622 455 926 |
WM |
Jeroen.van.rumund@achmea.nl |
AchmeaIM@achmea.nl |
Postbus 866 |
Zeist |
|
3700 AW |
The Netherlands |
Europe |
https://www.linkedin.com/in/jeroenvanrumund/ |
Pension Fund in the Netherlands |
2.000 |
|
|
https://www.linkedin.com/company/achmea-investment-management/ |
https://www.achmeainvestmentmanagement.nl/ |
Achmea Investment Management is an independent part of Achmea, a solid, unlisted Dutch insurance group with cooperative values. We have been supporting pension funds in the Netherlands across the board for more than 60 years with strategic advice, portfolio construction and management. |
|
| Ackerman Capital Management |
David |
Ackerman |
Managing Principal and Director |
(214) 361-5383 |
WM |
david@ackermancapital.com |
info@ackermancapital.com |
5956 Sherry Lane, Suite 1600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/david-b-ackerman-844103118/ |
|
|
$266 million |
|
https://www.linkedin.com/company/ackerman-capital-management/about/ |
http://www.ackermancapital.com/ |
Founded in 1969, Ackerman Capital Management is an independently owned, SEC-Registered Investment Advisor based in Dallas, Texas with over $300 million under management. Ackerman Capital Management provides comprehensive wealth management, trust, and planning services to high-net worth families and individuals. The firm specializes in the management of multi-asset portfolios with an emphasis on minimizing investment costs, maximizing tax efficiencies, with state-of the-art reporting capabilities. The firm’s retirement services offering provides consulting and fiduciary services to companies in the management of their defined contribution and defined benefit plans. |
|
| Ackerman Capital Management |
Johnny |
Hea |
Director of Portfolio Management and Trading |
(214) 361-5383 |
WM |
johnny@ackermancapital.com |
info@ackermancapital.com |
5956 Sherry Lane, Suite 1600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/johnnyhea/ |
|
|
$266 million |
|
https://www.linkedin.com/company/ackerman-capital-management/about/ |
http://www.ackermancapital.com/ |
Founded in 1969, Ackerman Capital Management is an independently owned, SEC-Registered Investment Advisor based in Dallas, Texas with over $300 million under management. Ackerman Capital Management provides comprehensive wealth management, trust, and planning services to high-net worth families and individuals. The firm specializes in the management of multi-asset portfolios with an emphasis on minimizing investment costs, maximizing tax efficiencies, with state-of the-art reporting capabilities. The firm’s retirement services offering provides consulting and fiduciary services to companies in the management of their defined contribution and defined benefit plans. |
|
| Ackerman Capital Management |
C Keller |
Reid |
Director of Trading and Technology |
(214) 361-5383 |
WM |
keller@ackermancapital.com |
info@ackermancapital.com |
5956 Sherry Lane, Suite 1600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/kellerreid/ |
|
|
$266 million |
|
https://www.linkedin.com/company/ackerman-capital-management/about/ |
http://www.ackermancapital.com/ |
Founded in 1969, Ackerman Capital Management is an independently owned, SEC-Registered Investment Advisor based in Dallas, Texas with over $300 million under management. Ackerman Capital Management provides comprehensive wealth management, trust, and planning services to high-net worth families and individuals. The firm specializes in the management of multi-asset portfolios with an emphasis on minimizing investment costs, maximizing tax efficiencies, with state-of the-art reporting capabilities. The firm’s retirement services offering provides consulting and fiduciary services to companies in the management of their defined contribution and defined benefit plans. |
|
| Acm Capital Partners LLC |
James |
Martin |
Founder, Managing Partner |
(305) 960-8851 |
WM |
jmartin@acmcapitalpartners.com |
|
2103 Coral Way Suite 604 |
Miami |
FL |
33145 |
United States of America |
North America |
https://www.linkedin.com/in/james-martin-9592737/ |
|
|
|
|
https://www.linkedin.com/company/acm-capital-partners/about/ |
http://acmcapitalpartners.com/ |
Headquartered in Miami, ACM Capital Partners is a national turnaround and financial restructuring firm specializing in assisting middle market companies in transition or distress. ACM’s team of professional advisors has assisted clients ranging from small businesses to Fortune 100 Companies. The ACM team brings decades of experience to every client engagement, and has built a reputation of helping clients create value and provide strategic solutions to both short and long-term financial issues. |
|
| Acm Capital Partners LLC |
Raul |
Miranda |
Director |
(305) 960-8852 |
WM |
RMiranda@acmcapitalpartners.com |
|
2103 Coral Way Suite 604 |
Miami |
FL |
33145 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/acm-capital-partners/about/ |
http://acmcapitalpartners.com/ |
Headquartered in Miami, ACM Capital Partners is a national turnaround and financial restructuring firm specializing in assisting middle market companies in transition or distress. ACM’s team of professional advisors has assisted clients ranging from small businesses to Fortune 100 Companies. The ACM team brings decades of experience to every client engagement, and has built a reputation of helping clients create value and provide strategic solutions to both short and long-term financial issues. |
|
| Acm Capital Partners LLC |
Denise |
Kantrowitz |
Partner |
(305) 960-8851 |
WM |
dkantrowitz@acmcapitalpartners.com |
|
2103 Coral Way Suite 604 |
Miami |
FL |
33145 |
United States of America |
North America |
https://www.linkedin.com/in/denise-kantrowitz-7771561a/ |
|
|
|
|
https://www.linkedin.com/company/acm-capital-partners/about/ |
http://acmcapitalpartners.com/ |
Headquartered in Miami, ACM Capital Partners is a national turnaround and financial restructuring firm specializing in assisting middle market companies in transition or distress. ACM’s team of professional advisors has assisted clients ranging from small businesses to Fortune 100 Companies. The ACM team brings decades of experience to every client engagement, and has built a reputation of helping clients create value and provide strategic solutions to both short and long-term financial issues. |
|
| Acm Capital Partners LLC |
Larry |
Healy |
Partner |
(305) 960-8851 |
WM |
lhealy@acmcapitalpartners.com |
|
2103 Coral Way Suite 604 |
Miami |
FL |
33145 |
United States of America |
North America |
https://www.linkedin.com/in/larry-healy-4136b512/ |
|
|
|
|
https://www.linkedin.com/company/acm-capital-partners/about/ |
http://acmcapitalpartners.com/ |
Headquartered in Miami, ACM Capital Partners is a national turnaround and financial restructuring firm specializing in assisting middle market companies in transition or distress. ACM’s team of professional advisors has assisted clients ranging from small businesses to Fortune 100 Companies. The ACM team brings decades of experience to every client engagement, and has built a reputation of helping clients create value and provide strategic solutions to both short and long-term financial issues. |
|
| Acm Capital Partners LLC |
Ronald |
Augustin |
Director |
(305) 960-8851 |
WM |
raugustin@acmcapitalpartners.com |
|
2103 Coral Way Suite 604 |
Miami |
FL |
33145 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-augustin-a8b89b78/ |
|
|
|
|
https://www.linkedin.com/company/acm-capital-partners/about/ |
http://acmcapitalpartners.com/ |
Headquartered in Miami, ACM Capital Partners is a national turnaround and financial restructuring firm specializing in assisting middle market companies in transition or distress. ACM’s team of professional advisors has assisted clients ranging from small businesses to Fortune 100 Companies. The ACM team brings decades of experience to every client engagement, and has built a reputation of helping clients create value and provide strategic solutions to both short and long-term financial issues. |
|
| Act Wealth Management |
Daniel |
Archer, Jr. |
Founding Principal |
(214) 618-2022 |
WM |
darcher@actwm.com |
|
7160 Dallas Parkway Suite 230 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-archer-cfp-2769a612/ |
|
2.010 |
|
|
https://www.linkedin.com/company/act-wealth-management-llc/ |
https://www.actwealthmanagement.com/ |
ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in
Plano, Texas, with one office in Raleigh, North Carolina.
We believe clients’ interests always come before our own. An essential element for building
a long-term relationship is creating an investment strategy that is unique to your personal
financial situation. At ACT Wealth Management, LLC, we understand that all asset
classes represent an important part in client portfolios. Through strategic, opportunistic,
and tactical asset management, we employ a needs-based investment approach created
specifically to clients’ individual situations. We customize client portfolios to fit what we
deem best for that particular relationship. We are a firm built on 100% open architecture,
transparency, and best of class/unbiased investment research. |
|
| Act Wealth Management |
Brennan |
Cross |
Founding Principal |
(214) 618-2022 |
WM |
bcross@actwm.com |
|
7160 Dallas Parkway Suite 230 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/brennan-cross-6821038/ |
|
2.010 |
|
|
https://www.linkedin.com/company/act-wealth-management-llc/ |
https://www.actwealthmanagement.com/ |
ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in
Plano, Texas, with one office in Raleigh, North Carolina.
We believe clients’ interests always come before our own. An essential element for building
a long-term relationship is creating an investment strategy that is unique to your personal
financial situation. At ACT Wealth Management, LLC, we understand that all asset
classes represent an important part in client portfolios. Through strategic, opportunistic,
and tactical asset management, we employ a needs-based investment approach created
specifically to clients’ individual situations. We customize client portfolios to fit what we
deem best for that particular relationship. We are a firm built on 100% open architecture,
transparency, and best of class/unbiased investment research. |
|
| Act Wealth Management |
Ray |
Tanner, Jr |
Founding Principal |
(214) 618-2022 |
WM |
rtanner@actwm.com |
|
7160 Dallas Parkway Suite 230 |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/act-wealth-management-llc/ |
https://www.actwealthmanagement.com/ |
ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in
Plano, Texas, with one office in Raleigh, North Carolina.
We believe clients’ interests always come before our own. An essential element for building
a long-term relationship is creating an investment strategy that is unique to your personal
financial situation. At ACT Wealth Management, LLC, we understand that all asset
classes represent an important part in client portfolios. Through strategic, opportunistic,
and tactical asset management, we employ a needs-based investment approach created
specifically to clients’ individual situations. We customize client portfolios to fit what we
deem best for that particular relationship. We are a firm built on 100% open architecture,
transparency, and best of class/unbiased investment research. |
|
| Act Wealth Management |
Charolette |
Sandel |
Director |
(214) 618-2022 |
WM |
csandel@actwm.com |
|
7160 Dallas Parkway Suite 230 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/charolette-sandel-bb82a21a/ |
|
2.010 |
|
|
https://www.linkedin.com/company/act-wealth-management-llc/ |
https://www.actwealthmanagement.com/ |
ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in
Plano, Texas, with one office in Raleigh, North Carolina.
We believe clients’ interests always come before our own. An essential element for building
a long-term relationship is creating an investment strategy that is unique to your personal
financial situation. At ACT Wealth Management, LLC, we understand that all asset
classes represent an important part in client portfolios. Through strategic, opportunistic,
and tactical asset management, we employ a needs-based investment approach created
specifically to clients’ individual situations. We customize client portfolios to fit what we
deem best for that particular relationship. We are a firm built on 100% open architecture,
transparency, and best of class/unbiased investment research. |
|
| Active Money Management |
Rebecca |
Gaylor |
CEO |
(602) 494-7641 |
WM |
beckyg@gammi.com |
customerservice@gammi.com |
11811 N Tatum Blvd 2200 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
|
Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, Limited Partnerships |
|
|
|
|
https://www.gammi.com/ |
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress. With Active Money Management on your side, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate. |
|
| Active Money Management |
Matt |
Gaylor |
Business Services Manager |
(602) 494-7641 |
WM |
mattg@gammi.com |
customerservice@gammi.com |
11811 N Tatum Blvd 2200 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
|
Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, Limited Partnerships |
|
|
|
|
https://www.gammi.com/ |
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress. With Active Money Management on your side, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate. |
|
| Acute Wealth Advisors |
Damon |
Roberts |
Founder |
(480) 374-3856 |
WM |
damon@acutewealthadvisors.com |
|
4856 E. Baseline Rd., Suite 104 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/damon-roberts-5880b653/ |
|
2.001 |
|
|
https://www.linkedin.com/company/acute-wealth-advisors/ |
https://acutewealthadvisors.com/ |
At Acute Wealth Advisors we help families protect, grow and reduce taxes on their wealth. This focused approach allows us to better understand how to properly prepare for YOU. We’re committed to providing the knowledge and guidance you need to navigate the stages of retirement and preserve your wealth. Our strategy is far from the “one-and-done” approach. We take into consideration your whole financial picture and develop an ever-evolving strategy that takes into account how fast your life can change and how your needs change with it. |
|
| Acute Wealth Advisors |
Matt |
Deaton |
Partner |
(480) 374-3856 |
WM |
matt@acutewealthadvisors.com |
|
2155 W. Pinnacle Peak Rd. Suite 201 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
https://www.linkedin.com/in/matt-deaton-83b559bb/ |
|
2.001 |
|
|
https://www.linkedin.com/company/acute-wealth-advisors/ |
https://acutewealthadvisors.com/ |
At Acute Wealth Advisors we help families protect, grow and reduce taxes on their wealth. This focused approach allows us to better understand how to properly prepare for YOU. We’re committed to providing the knowledge and guidance you need to navigate the stages of retirement and preserve your wealth. Our strategy is far from the “one-and-done” approach. We take into consideration your whole financial picture and develop an ever-evolving strategy that takes into account how fast your life can change and how your needs change with it. |
|
| Adams Hall Wealth Advisors, LLC |
Craig |
Adams |
Managing Director |
(435) 752-1702 |
WM |
craig@adams-wealth.com |
adamsteam@adams-wealth.com |
1047 South 100 West Suite 220 |
Logan |
UT |
84321 |
United States of America |
North America |
https://www.linkedin.com/in/craig-adams-3931897/ |
|
2.012 |
|
|
https://www.linkedin.com/company/adams-wealth-advisors/ |
http://www.adamswealthadvisors.com/ |
Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. |
|
| Adams Hall Wealth Advisors, LLC |
Riley |
Crosbie |
Partner / Senior Advisor |
(435) 752-1702 |
WM |
riley@adams-wealth.com |
adamsteam@adams-wealth.com |
1047 South 100 West Suite 220 |
Logan |
UT |
84321 |
United States of America |
North America |
|
|
2.012 |
|
|
https://www.linkedin.com/company/adams-wealth-advisors/ |
http://www.adamswealthadvisors.com/ |
Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. |
|
| Adams Hall Wealth Advisors, LLC |
Brendan |
Dennis |
Director of Financial Planning |
(435) 752-1702 |
WM |
brendan@adams-wealth.com |
adamsteam@adams-wealth.com |
1047 South 100 West Suite 220 |
Logan |
UT |
84321 |
United States of America |
North America |
|
|
2.012 |
|
|
https://www.linkedin.com/company/adams-wealth-advisors/ |
http://www.adamswealthadvisors.com/ |
Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. |
|
| Addenda Capital |
Roger |
Beauchemin |
President and CEO |
(514) 908-7979 |
WM |
r.beauchemin@addenda-capital.com |
info@addenda-capital.com |
800, Rene-Levesque Blvd. West Suite 2750 |
Montreal |
QC |
H3B 1X9 |
Canada |
North America |
https://www.linkedin.com/in/roger-beauchemin-4274349a/ |
|
|
$24.5 billion |
|
https://www.linkedin.com/company/addenda-capital-inc/ |
https://addendacapital.com/ |
Addenda Capital is a privately-owned investment management firm that looks after pension, private wealth, insurance, corporate and foundation assets.
Our mission is to add long-term value through innovation, discipline and integrity, in close partnership with our clients and for a better future. |
|
| Addenda Capital |
Michael |
White |
Chairman of the Board |
(514) 287-7373 |
WM |
m.white@addenda-capital.com |
info@addenda-capital.com |
800, Rene-Levesque Blvd. West Suite 2750 |
Montreal |
QC |
H3B 1X9 |
Canada |
North America |
https://www.linkedin.com/in/michael-white-82642487/ |
|
|
$24.5 billion |
|
https://www.linkedin.com/company/addenda-capital-inc/ |
https://addendacapital.com/ |
Addenda Capital is a privately-owned investment management firm that looks after pension, private wealth, insurance, corporate and foundation assets.
Our mission is to add long-term value through innovation, discipline and integrity, in close partnership with our clients and for a better future. |
|
| Addenda Capital |
Benoit |
Durocher |
EVP & Chief Economic Strategist |
(514) 287-7373 |
WM |
b.durocher@addenda-capital.com |
info@addenda-capital.com |
800, Rene-Levesque Blvd. West Suite 2750 |
Montreal |
QC |
H3B 1X9 |
Canada |
North America |
https://www.linkedin.com/in/benoit-durocher-8378b149/ |
|
|
$24.5 billion |
|
https://www.linkedin.com/company/addenda-capital-inc/ |
https://addendacapital.com/ |
Addenda Capital is a privately-owned investment management firm that looks after pension, private wealth, insurance, corporate and foundation assets.
Our mission is to add long-term value through innovation, discipline and integrity, in close partnership with our clients and for a better future. |
|
| Addenda Capital |
Ian |
McKinnon |
CoChief Investment Officer, Core Fixed Income & Insurance |
(514) 287-7373 |
WM |
i.mckinnon@addenda-capital.com |
info@addenda-capital.com |
800, Rene-Levesque Blvd. West Suite 2750 |
Montreal |
QC |
H3B 1X9 |
Canada |
North America |
https://www.linkedin.com/in/ian-mckinnon-78062b35/ |
|
|
$24.5 billion |
|
https://www.linkedin.com/company/addenda-capital-inc/ |
https://addendacapital.com/ |
Addenda Capital is a privately-owned investment management firm that looks after pension, private wealth, insurance, corporate and foundation assets.
Our mission is to add long-term value through innovation, discipline and integrity, in close partnership with our clients and for a better future. |
|
| Addison Capital |
Michael |
Church |
CEO |
(215) 563-6919 |
WM |
mchurch@addisoncapital.com |
info@addisoncapital.com |
1845 Walnut St. 22nd Floor |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/michael-church-1139421/ |
|
2.007 |
|
|
https://www.linkedin.com/company/addison-capital/ |
http://www.addisoncapital.com/ |
Addison Capital is a Fee-Only Registered Investment Advisor (RIA). We are an independent, privately owned and managed company. Our overriding principal is capital appreciation. We value our independence and ability to provide unbiased asset management. We welcome your interest. |
|
| Addvision Partners SA |
John |
Burke |
Partner |
41 228 183 500 |
WM |
john.burke@addvisionpartners.com |
awm@addvisionpartners.com |
5 cours de Rive |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/john-burke-0a910ba3/ |
|
|
$2.7B |
|
https://www.linkedin.com/company/addvision-wealth-management-sa/about/ |
http://www.addvisionpartners.com/ |
Addvision Wealth Management is an independent wealth management advisory firm dedicated to serve private and institutional clients .
Our goal is to provide conflict-free advice to reach in the most cost efficient way the optimal result for our clients. |
|
| Addvision Partners SA |
Amedeo |
Serra |
Partner |
41 228 183 500 |
WM |
amedeo.serra@addvisionpartners.com |
awm@addvisionpartners.com |
5 cours de Rive |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/amedeo-serra-74076432/ |
|
|
$2.7B |
|
https://www.linkedin.com/company/addvision-wealth-management-sa/about/ |
http://www.addvisionpartners.com/ |
Addvision Wealth Management is an independent wealth management advisory firm dedicated to serve private and institutional clients .
Our goal is to provide conflict-free advice to reach in the most cost efficient way the optimal result for our clients. |
|
| Advalurem Group, LLC |
Gabriel |
Pozo |
Principal & Founder |
(646) 768-4281 |
WM |
gpozo@advaluremgroup.com |
info@advaluremgroup.com |
745 Fifth Avenue, Suite 500 |
New York |
NY |
10151 |
United States of America |
North America |
https://www.linkedin.com/in/gabrielpozo/ |
|
2.011 |
|
|
https://www.linkedin.com/company/advalurem-group/ |
https://advaluremgroup.com/ |
Advalurem Group is a New York-based real estate investment and asset management firm that invests in value-added and core-plus middle market commercial real estate located in primary and growth secondary markets across the U.S. The firm owns office properties totaling 1 million square feet and approximately 1,000 apartment units. Advalurem executes its niche strategy as a principal investor via joint venture equity, sponsor equity, preferred equity and through wholly owned investments. Since commencing operations in 2012, Advalurem Group has invested in approximately $300 million of commercial properties in Dallas, Chicago, Philadelphia and other cities across the country. For more information, please visit www.advaluremgroup.com. |
|
| Advalurem Group, LLC |
Fred |
Scott III |
Principal |
(646) 768-4281 |
WM |
fscott@advaluremgroup.com |
info@advaluremgroup.com |
745 Fifth Avenue, Suite 500 |
New York |
NY |
10151 |
United States of America |
North America |
https://www.linkedin.com/in/fred-scott-0485a5/ |
|
2.011 |
|
|
https://www.linkedin.com/company/advalurem-group/ |
https://advaluremgroup.com/ |
Advalurem Group is a New York-based real estate investment and asset management firm that invests in value-added and core-plus middle market commercial real estate located in primary and growth secondary markets across the U.S. The firm owns office properties totaling 1 million square feet and approximately 1,000 apartment units. Advalurem executes its niche strategy as a principal investor via joint venture equity, sponsor equity, preferred equity and through wholly owned investments. Since commencing operations in 2012, Advalurem Group has invested in approximately $300 million of commercial properties in Dallas, Chicago, Philadelphia and other cities across the country. For more information, please visit www.advaluremgroup.com. |
|
| Advanced Planning, Inc. |
Guy |
Hatcher |
President |
(817) 416-1975 |
WM |
guy@apnow.com |
info@apnow.com |
201 Countryside Court |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/guyhatcher/ |
|
|
|
ghatcher@covergencegroup.com |
http://www.guyhatcher.com/
http://covergencegroup.com/ |
https://apnow.com/ |
At Advanced Planning, we are dedicated to providing our clients with the latest news from the financial world, including wealth management, tax and legal planning. We hope our newsletters help you better understand your options, and, with the help of our team, how your goals for the future can be met. |
|
| Advanced Planning, Inc. |
Donald |
Hatcher |
Vice President |
(817) 416-1975 |
WM |
donny@apnow.com |
info@apnow.com |
201 Countryside Court |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/donald-hatcher-8295ba/ |
|
|
|
|
https://www.solutions4wealth.com/ |
https://apnow.com/ |
At Advanced Planning, we are dedicated to providing our clients with the latest news from the financial world, including wealth management, tax and legal planning. We hope our newsletters help you better understand your options, and, with the help of our team, how your goals for the future can be met. |
|
| Advanced Wealth Advisors |
Soren |
Christensen |
Founder and Chief Planning Officer |
(239) 455-1100 |
WM |
soren@awadvisors.com |
|
5237 Summerlin Commons Boulevard Suite 404 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/sorentchristensen/ |
|
2.011 |
|
|
https://www.linkedin.com/company/advanced-wealth-advisors/ |
https://www.awadvisors.com/ |
We are a Southwest Florida financial planning and wealth management firm with offices in Naples and Fort Myers. We can assist you throughout your entire financial life cycle. Whether you are just starting out, settling down, preparing for retirement, or enjoying retirement, we will create a custom plan for you that will give you confidence and peace of mind. Your financial advisor will represent you as a fiduciary, dedicated to put your best interest first at all times, communicate openly and honestly, and disclose all forms of compensation. Our financial planners and wealth managers have expertise in investment, retirement, insurance, tax, and estate planning. We will bring together all of these areas of your financial life to help you alleviate your concerns and achieve your goals. We commit to be a reliable financial partner, always available to help you with any of your financial planning and wealth management needs. |
|
| Advantage Retirement Group |
Alfie |
Tounjian |
Founder and President |
(239) 747-0552 |
WM |
alfie@savingtheinvestor.com |
askalfie@savingtheinvestor.com |
8870 Daniels Pkwy |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/alfietounjian/ |
|
1.991 |
|
|
|
https://advantageretirementgroup.com/ |
The Advantage Retirement Team has dedicated their professional lives to helping retirees and aspiring retirees implement comprehensive strategies to creating and preserving wealth in volatile and uncertain times. |
|
| Advantage Retirement Group |
Mary |
Thompson |
Vice President |
(239) 747-0552 |
WM |
mary@savingtheinvestor.com |
askalfie@savingtheinvestor.com |
8870 Daniels Pkwy |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/mary-c-thompson-10780684/ |
|
1.991 |
|
|
|
https://advantageretirementgroup.com/ |
The Advantage Retirement Team has dedicated their professional lives to helping retirees and aspiring retirees implement comprehensive strategies to creating and preserving wealth in volatile and uncertain times. |
|
| AdvicePeriod |
Steve |
Lockshin |
Founder |
|
WM |
steve@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/stevelockshin/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| AdvicePeriod |
Ronald |
Fatoullah |
Partner |
|
WM |
ronald.fatoullah@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-fatoullah-9717973/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| AdvicePeriod |
Rehan |
Chaudhry |
Partner Advisor |
|
WM |
rehan.chaudhry@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/rehan-chaudhry-a223465/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| AdvicePeriod |
David |
Noosinow |
Partner Advisor |
|
WM |
david.noosinow@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/noosinow/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| AdvicePeriod |
Todd |
Butler |
Partner Advisor |
Direct: (424) 355-0232, Mobile: (310) 302-7685 |
WM |
todd.butler@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/noosinow/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| AdvicePeriod |
Ross |
Kroll |
Advisor |
Direct: (424) 389-3752 |
WM |
ross.kroll@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/ross-kroll-cfp®-68a38847/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| AdvicePeriod |
Marc |
Russell |
CoFounder and Principal |
|
WM |
marc.russell@adviceperiod.com |
|
2121 Avenue of the Stars #2400 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/marc-russell-28204010/ |
|
2.014 |
|
|
https://www.linkedin.com/company/adviceperiod |
https://www.adviceperiod.com/ |
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. |
|
| Advocacy Wealth Management |
Thomas |
Johnson III |
CEO, CCO |
(800) 633-2967 |
WM |
tjohnson@advocacywealth.com |
|
3350 Riverwood Parkway Suite GL28 |
Atlanta |
GA |
30339 |
United States of America |
North America |
|
|
|
$34 million |
|
https://www.linkedin.com/company/advocacy-wealth-management-llc/about/ |
http://advocacywealth.com/ |
Advocacy Wealth creates financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. You will not pay extra for your planning—rather, the planning will drive the selection of investments, annuities or trusts for which Advocacy will be compensated. Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you. |
|
| Advocacy Wealth Management |
John |
Stone |
Director of Client Planning |
(800) 633-2967 |
WM |
jstone@advocacywealth.com |
|
3350 Riverwood Parkway Suite GL28 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/john-stone-cfp®-6503551b/ |
|
|
$34 million |
|
https://www.linkedin.com/company/advocacy-wealth-management-llc/about/ |
http://advocacywealth.com/ |
Advocacy Wealth creates financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. You will not pay extra for your planning—rather, the planning will drive the selection of investments, annuities or trusts for which Advocacy will be compensated. Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you. |
|
| Advocacy Wealth Management |
Anthony |
Hosfeld |
Founding Partner |
(800) 633-2967 |
WM |
thosfeld@advocacywealth.com |
|
3350 Riverwood Parkway Suite GL28 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-hosfeld-b6413925/ |
|
|
$34 million |
|
https://www.linkedin.com/company/advocacy-wealth-management-llc/about/ |
http://advocacywealth.com/ |
Advocacy Wealth creates financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. You will not pay extra for your planning—rather, the planning will drive the selection of investments, annuities or trusts for which Advocacy will be compensated. Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you. |
|
| AFAM Capital |
John |
Buckingham |
Chief Investment Officer |
(949) 499-3215 |
WM |
jbuckingham@afamcapital.com |
info@afamcapital.com |
20 Enterprise Suite 305 |
Aliso Viejo |
CA |
92656 |
United States of America |
North America |
https://www.linkedin.com/in/john-buckingham-2b248213/ |
|
|
$713M |
|
https://www.linkedin.com/company/afam-capital-inc-/?originalSubdomain=ph |
https://www.afamcapital.com/ |
AFAM Capital is a 41 year-old boutique investment management firm with locations in Austin, TX and Orange County, CA. We serve individual investors, institutions, and advisors across the country through private /separately managed accounts, mutual funds, and an investment newsletter.
AFAM Capital is a Registered Investment Advisor. Stocks are subject to risks, such as market risk, and investors that have their funds invest in accordance with the portfolios may experience losses. Additionally, fixed income (bond) ETFs are subject to interest rate risk which is the risk that debt securities in a portfolio will decline in value because of increases in market interest rates. Investments in foreign investments may incur greater risks than domestic investments. Our ADV Part 2A contains more detailed information regarding investment risk. |
|
| Affinity Wealth Advisory Group |
Renee |
Hanson |
Private Wealth Advisor |
(602) 923-9800 |
WM |
renee.a.hanson@ampf.com |
renee.a.hanson@ampf.com |
7010 E Chauncey Ln., Suite 200 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/renee-hanson-3456bb14/ |
|
1.997 |
|
|
|
https://www.ameripriseadvisors.com/team/affinity-wealth-advisory-group/ |
Affinity Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Affinity Wealth Management LLC |
James |
Hall Jr |
Chairman and CEO |
(302) 652-6767 |
WM |
jhall@affinitywealth.com |
|
2961 Centerville Road, Suite 310 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/james-e-hall-jr-cfp®-a8921b3a/ |
|
1.974 |
|
|
https://www.linkedin.com/company/affinity-wealth-management-inc-/ |
https://www.affinitywealth.com/ |
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. |
|
| Affinity Wealth Management LLC |
Michael |
Sicuranza |
President and Senior Financial Advisor |
(302) 652-6767 |
WM |
msicuranza@affinitywealth.com |
|
2961 Centerville Road, Suite 310 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/michaelsicuranza/ |
|
1.974 |
|
|
https://www.linkedin.com/company/affinity-wealth-management-inc-/ |
https://www.affinitywealth.com/ |
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. |
|
| Affinity Wealth Management LLC |
Victoria |
Alexitch |
COO |
(302) 652-6767 |
WM |
valexitch@affinitywealth.com |
|
2961 Centerville Road, Suite 310 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/victoria-alexitch-mba-01591a13/ |
|
1.974 |
|
|
https://www.linkedin.com/company/affinity-wealth-management-inc-/ |
https://www.affinitywealth.com/ |
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. |
|
| Affinity Wealth Management LLC |
Peter |
Gaertner |
Financial Advisor |
(302) 652-6767 |
WM |
pgaertner@affinitywealth.com |
|
2961 Centerville Road, Suite 310 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/peterfgaertner/ |
|
1.974 |
|
|
https://www.linkedin.com/company/affinity-wealth-management-inc-/ |
https://www.affinitywealth.com/ |
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. |
|
| Affinity Wealth Management LLC |
Stephen |
Gibson |
Financial Advisor |
(302) 652-6767 |
WM |
sgibson@affinitywealth.com |
|
2961 Centerville Road, Suite 310 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/gibsonstephen/ |
|
1.974 |
|
|
https://www.linkedin.com/company/affinity-wealth-management-inc-/ |
https://www.affinitywealth.com/ |
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. |
|
| Affinity Wealth Management LLC |
Cindy |
Youngcourt |
Financial Advisor |
Direct: (302) 254-6124 |
WM |
cyoungcourt@affinitywealth.com |
|
2961 Centerville Road, Suite 310 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/cindy-youngcourt-8b8895150/ |
|
1.974 |
|
|
https://www.linkedin.com/company/affinity-wealth-management-inc-/ |
https://www.affinitywealth.com/ |
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. |
|
| AFH Wealth Management |
Alan |
Hudson |
CEO |
03330 606 634 |
WM |
alan@afhgroup.com |
mail@afhgroup.com |
Buntsford Drive
Stoke Heath |
Bromsgrove |
Worcestershire |
B60 4JE |
United Kingdom |
Europe |
https://www.linkedin.com/in/alan-hudson/ |
|
|
|
|
https://www.linkedin.com/company/afh-wealth-management/ |
https://www.afhwm.co.uk/ |
AFH is an integrated independent financial advisory (IFA) and discretionary wealth management firm. With headquarters in Bromsgrove, AFH advises clients across the UK. As one of the largest groups of IFAs in the UK, with more than 200 qualified Advisers, we offer a wealth of experience across the financial spectrum. |
|
| AFH Wealth Management |
Alexis |
Larvin |
Executive Director |
03330 606 634 |
WM |
alex@afhgroup.com |
mail@afhgroup.com |
Buntsford Drive
Stoke Heath |
Bromsgrove |
Worcestershire |
B60 4JE |
United Kingdom |
Europe |
https://www.linkedin.com/in/alexis-larvin/ |
|
|
|
|
https://www.linkedin.com/company/afh-wealth-management/ |
https://www.afhwm.co.uk/ |
AFH is an integrated independent financial advisory (IFA) and discretionary wealth management firm. With headquarters in Bromsgrove, AFH advises clients across the UK. As one of the largest groups of IFAs in the UK, with more than 200 qualified Advisers, we offer a wealth of experience across the financial spectrum. |
|
| AFH Wealth Management |
Austin |
Board |
Executive Director |
03330 606 634 |
WM |
austin@afhgroup.com |
mail@afhgroup.com |
Buntsford Drive
Stoke Heath |
Bromsgrove |
Worcestershire |
B60 4JE |
United Kingdom |
Europe |
https://www.linkedin.com/in/austin-broad/ |
|
|
|
|
https://www.linkedin.com/company/afh-wealth-management/ |
https://www.afhwm.co.uk/ |
AFH is an integrated independent financial advisory (IFA) and discretionary wealth management firm. With headquarters in Bromsgrove, AFH advises clients across the UK. As one of the largest groups of IFAs in the UK, with more than 200 qualified Advisers, we offer a wealth of experience across the financial spectrum. |
|
| AGS Wealth Management Group - Morgan Stanley |
Andrew |
Sukhin |
Managing Director, Wealth Management |
(212) 692-2366 |
WM |
Andrew.G.Sukhin@morganstanleypwm.com |
|
1290 Avenue Of The Americas Fl 13 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-sukhin-a3750b9b/ |
|
|
|
|
|
https://advisor.morganstanley.com/ags-wealth-management-group |
AGS Wealth Management Group focuses on complex multi-generational tax optimization and risk mitigation strategies to help you maintain your current lifestyle and to meet all your long-term needs and goals |
|
| AGS Wealth Management Group - Morgan Stanley |
Alexandra |
Muratov |
Financial Advisor |
Direct: (305) 937-7152 |
WM |
alexandra.muratov@morganstanley.com |
|
1290 Avenue Of The Americas Fl 13 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/alexandra-hill-61033a15/ |
|
|
|
|
|
https://advisor.morganstanley.com/ags-wealth-management-group |
AGS Wealth Management Group focuses on complex multi-generational tax optimization and risk mitigation strategies to help you maintain your current lifestyle and to meet all your long-term needs and goals |
|
| AGS Wealth Management Group - Morgan Stanley |
Paul |
Neumann |
VP, Financial Advisor / VP, Wealth Management |
(405) 841-3904 |
WM |
Paul.Neumann@morganstanley.com |
|
1290 Avenue Of The Americas Fl 13 |
New York |
NY |
10104 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/ags-wealth-management-group |
AGS Wealth Management Group focuses on complex multi-generational tax optimization and risk mitigation strategies to help you maintain your current lifestyle and to meet all your long-term needs and goals |
|
| Ahmadoff |
Fakhri |
Ahmadov |
CEO & Managing Director |
44 203 095-4334 |
WM |
fakhri@ahmadoff.com |
info@ahmadoff.com |
86-90 Pául Street |
London |
|
EC2A 4NE |
United Kingdom |
Europe |
https://www.linkedin.com/in/fakhriahmadov/ |
|
|
|
|
https://www.linkedin.com/company/ahmadoff-llc/ |
http://www.ahmadoff.com |
The company is focused to serve clients as an integrated wealth manager with keeping strong ties their lifestyle satisfaction. We are assisting our individual customers and their family from youth up to maturity in the most decisive cases. |
|
| Ahmadoff |
Nadir |
Bakhishov |
Head of Eastern Europe, Executive Director |
44 203 095-4334 |
WM |
nadirb@ahmadoff.com |
info@ahmadoff.com |
86-90 Pául Street |
London |
|
EC2A 4NE |
United Kingdom |
Europe |
https://www.linkedin.com/in/nadir-bakhishov-a768331a/ |
|
|
|
|
https://www.linkedin.com/company/ahmadoff-llc/ |
http://www.ahmadoff.com |
The company is focused to serve clients as an integrated wealth manager with keeping strong ties their lifestyle satisfaction. We are assisting our individual customers and their family from youth up to maturity in the most decisive cases. |
|
| Ahmeti Wealth Management, LLC |
Jetmir |
Ahmeti |
Owner |
Mobile: (469) 248-3641 |
WM |
jetmir@ahmetiwealth.com |
|
9696 Skillman St., Suite 250 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/jetmirahmeti/ |
|
|
|
|
|
https://ahmetiwealth.com/ |
Ahmeti Wealth Management, a fee-based investment advisory firm, offering a wide range of investment management, retirement planning, insurance and real estate consulting services. |
|
| Aikapa Wealth Planning & Management |
Edi |
Alvarez |
Principal |
(415) 548-0257 |
WM |
edi@aikapa.com |
|
1 Market |
San Francisco |
CA |
94015 |
United States of America |
North America |
https://www.linkedin.com/in/edi-alvarez-cfp®-0537b43/ |
|
|
|
|
https://www.linkedin.com/company/aikapa-financial-planning-&-investment-management/about/ |
http://www.aikapa.com/ |
At Aikapa, we're all about supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management.
You may be starting a new career or looking for ways to extract the most value from an existing business venture. Perhaps you have a particular lifestyle in mind and need guidance on how to achieve and then sustain it. Whatever your situation or need may be, as a fiduciary we like to put ourselves in your shoes, always keeping your best interests first while bringing clarity to an often daunting financial landscape in a compassionate yet forthright manner. |
|
| Ajanee Wealth Management |
Roshan |
Ajanee |
Founder, President & CEO |
(972) 484-0020 |
WM |
Roshan.Ajanee@RaymondJames.com |
|
6363 N State Highway 161, Suite 360 |
Irving |
TX |
75038-2235 |
United States of America |
North America |
https://www.linkedin.com/in/roshanajanee/ |
|
|
|
|
|
https://www.raymondjames.com/ajaneewm/ |
When seeking a trusted advisor to serve as your financial partner, there are many factors to consider. Finding the right fit is essential for your financial independence and well-being. There are many characteristics we believe set us apart and make us stand out among other advisory firms – substantial reasons we present here for your consideration.
EXPERIENCE: Roshan Ajanee prides himself on offering the benefit of years of experience gained from previous positions he held in corporate America, as well as his many years as a CPA and a CERTIFIED FINANCIAL PLANNER™ practitioner.
SERVICE: Our practice was formed with a single principle in mind: To provide the highest level of personalized client service. It’s why each and every client is given Roshan’s personal mobile number. As our client, you truly have a trusted financial partner who is here for you. |
|
| Al Wealth Partners Pte Ltd |
Leonardo |
Drago |
Co-Founder & Chief Investment Officer |
65 6238 0380 |
WM |
leo@mywealthpartners.net |
info@mywealthpartners.net |
#18-02A Millenia Tower, One Temasek Avenue |
Singapore |
|
039192 |
Singapore |
Asia |
https://www.linkedin.com/in/leonardo-drago-ab6145159/ |
|
2.007 |
|
|
|
https://alwealthpartners.com/ |
After four decades working in the various banking sectors across London, Paris, Zurich, Hong Kong, and Singapore, Leonardo and Anthonia co-founded their own independent wealth management firm to care for our clients and fully align our mutual interests, free from the conflicts pervasive in the industry. |
|
| Alaska Permanent Capital Management Co. |
Evan |
Rose |
CEO |
(907) 272-7575 |
WM |
evan@apcm.net |
info@apcm.net |
900 West 5th Ave., Suite 601 |
Anchorage |
AK |
99501 |
United States of America |
North America |
https://www.linkedin.com/in/evan-rose-07147831/ |
|
|
|
|
https://www.linkedin.com/company/alaska-permanent-capital-management-co/ |
https://www.apcm.net/ |
We are a Registered Investment Advisor and provide Investment Management Services for Institutions and Individuals.
Alaska Permanent Capital Management was founded by Dave Rose in 1992. Dave made Alaska his home in the 1960’s. His professional and volunteer experience helped shape Anchorage and Alaska for many years. Through his work as the first Director of the Alaska Permanent Fund his legacy can still be seen today. Dave’s philosophy of ‘do the right thing for Alaskans’ is the foundation of Alaska Permanent Capital Management; it inspires community engagement, provides direction to hire the experts and motivates the team to deliver exceptional client service. Headquartered in Alaska, relationships are maintained with a diverse client base that includes: Alaska Native Corporation operating funds and Settlement Trusts, endowments and foundations, financial institutions, health care organizations, insurance companies, state and local governments and individuals. |
|
| Alaska Permanent Capital Management Co. |
Brandy |
Niclai |
Chief Investment Officer, Multi-Assets Strategies |
(907) 272-7575 |
WM |
brandy@apcm.net |
info@apcm.net |
900 West 5th Ave., Suite 601 |
Anchorage |
AK |
99501 |
United States of America |
North America |
https://www.linkedin.com/in/brandy-niclai-cfa®-16858110/ |
|
|
|
|
https://www.linkedin.com/company/alaska-permanent-capital-management-co/ |
https://www.apcm.net/ |
We are a Registered Investment Advisor and provide Investment Management Services for Institutions and Individuals.
Alaska Permanent Capital Management was founded by Dave Rose in 1992. Dave made Alaska his home in the 1960’s. His professional and volunteer experience helped shape Anchorage and Alaska for many years. Through his work as the first Director of the Alaska Permanent Fund his legacy can still be seen today. Dave’s philosophy of ‘do the right thing for Alaskans’ is the foundation of Alaska Permanent Capital Management; it inspires community engagement, provides direction to hire the experts and motivates the team to deliver exceptional client service. Headquartered in Alaska, relationships are maintained with a diverse client base that includes: Alaska Native Corporation operating funds and Settlement Trusts, endowments and foundations, financial institutions, health care organizations, insurance companies, state and local governments and individuals. |
|
| Alaska Permanent Capital Management Co. |
Jeff |
Pantages |
SVP, Investments |
(907) 272-7575 |
WM |
jeff@apcm.net |
info@apcm.net |
900 West 5th Ave., Suite 601 |
Anchorage |
AK |
99501 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-pantages-14683b10/ |
|
|
|
|
https://www.linkedin.com/company/alaska-permanent-capital-management-co/ |
https://www.apcm.net/ |
We are a Registered Investment Advisor and provide Investment Management Services for Institutions and Individuals.
Alaska Permanent Capital Management was founded by Dave Rose in 1992. Dave made Alaska his home in the 1960’s. His professional and volunteer experience helped shape Anchorage and Alaska for many years. Through his work as the first Director of the Alaska Permanent Fund his legacy can still be seen today. Dave’s philosophy of ‘do the right thing for Alaskans’ is the foundation of Alaska Permanent Capital Management; it inspires community engagement, provides direction to hire the experts and motivates the team to deliver exceptional client service. Headquartered in Alaska, relationships are maintained with a diverse client base that includes: Alaska Native Corporation operating funds and Settlement Trusts, endowments and foundations, financial institutions, health care organizations, insurance companies, state and local governments and individuals. |
|
| Albert Dodson Private Wealth |
Richard |
Albert |
Founder / Group Managing Director |
(561) 972-2420 |
WM |
richard@adprivatewealth.com |
|
700 Rosemary Ave., Suite 204-130 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/richardanthonyalbert/ |
|
|
|
|
|
https://www.raymondjames.com/albertdodsonpw |
Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs. |
|
| Albert Dodson Private Wealth |
Bonnie |
Dodson |
CoFounder / Managing Director |
(561) 972-2140 |
WM |
bonnie@adprivatewealth.com |
|
700 Rosemary Ave., Suite 204-130 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/bonnie-langson-dodson-cfp®-498b1545/ |
|
|
|
|
|
https://www.raymondjames.com/albertdodsonpw |
Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs. |
|
| Alder Financial Group |
Charles |
Webb |
President and Founder |
(877) 249-2629 |
WM |
cwebb@alderfinancial.com |
info@alderfinancial.com |
300 Galleria Parkway, Suite 1650 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/charles-webb-9b76002/ |
|
|
$100M |
|
https://www.linkedin.com/company/alder-financial-group/ |
https://www.alderfinancial.com/ |
The Alder Financial Group is a Fee-Only registered investment advisor and financial planning firm established in 1996. We provide guidance to clients throughout the country from convenient offices located in Atlanta, Georgia and Birmingham, Alabama. By design, our client list is a diverse group ranging from individuals seeking a predictable income stream as they enter retirement to small business owners needing assistance with managing their wealth. In an industry crowded with conflicts of interest and lack of objectivity, The Alder Financial Group has developed a trusted partnership solely devoted to working in the best interest of our clients. |
|
| Alder Financial Group |
Lori |
Eason |
Financial Planning Specialist |
(877) 249-2629 |
WM |
LEason@alderfinancial.com |
info@alderfinancial.com |
300 Galleria Parkway, Suite 1650 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/lori-eason-cfp-r-92536919/ |
|
|
$100M |
|
https://www.linkedin.com/company/alder-financial-group/ |
https://www.alderfinancial.com/ |
The Alder Financial Group is a Fee-Only registered investment advisor and financial planning firm established in 1996. We provide guidance to clients throughout the country from convenient offices located in Atlanta, Georgia and Birmingham, Alabama. By design, our client list is a diverse group ranging from individuals seeking a predictable income stream as they enter retirement to small business owners needing assistance with managing their wealth. In an industry crowded with conflicts of interest and lack of objectivity, The Alder Financial Group has developed a trusted partnership solely devoted to working in the best interest of our clients. |
|
| Aldrich Wealth LP |
Darin |
Richards |
Partner and Chief Investment Officer |
(503) 620-5329 |
WM |
|
info@aldrichadvisors.com |
5665 SW Meadows Rd Suite 200 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/darin-richards-99311a5/ |
|
|
$2B |
|
https://www.linkedin.com/company/aldrich-wealth/ |
https://aldrichadvisors.com/ |
Aldrich Wealth, formerly known as AKT Wealth Advisors, provides investment management, consulting and financial planning services to its clients, which are geographically located primarily in California and Oregon. Aldrich Wealth was formed in 1998 and has grown tremendously and continuously since its inception. We are a Registered Investment Adviser (RIA).
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. |
|
| Alesco Advisors, LLC |
Frederick James |
Minges |
EVP, Manager, and Director |
(585) 586-0970 |
WM |
fminges@alescoadvisors.com |
info@alescoadvisors.com |
Tobey Village Office Park 120 Office Park Way |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/fritz-minges-71563327/ |
|
2.000 |
$2.2B |
|
https://www.linkedin.com/company/alesco-advisors-llc/?originalSubdomain=ph |
https://alescoadvisors.com/ |
Alesco Advisors is your trusted partner for investment management. We specialize in wealth management, OCIO services and retirement plan consulting. We’re committed to serving the diverse investment and financial needs of our valued clients through asset allocation, broad diversification and cost control. In our role as investment advisor, we provide you with independent advice. Through our firm structure and investment approach, we minimize the potential for conflicts of interest. And you can be confident your needs will always be our first priority. |
|
| Alesco Advisors, LLC |
Todd David |
Green |
Chief Investment Officer, Manager, and Director |
(585) 586-0970 |
WM |
tgreen@alescoadvisors.com |
info@alescoadvisors.com |
Tobey Village Office Park 120 Office Park Way |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/todddgreen/ |
|
2.000 |
$2.2B |
|
https://www.linkedin.com/company/alesco-advisors-llc/?originalSubdomain=ph |
https://alescoadvisors.com/ |
Alesco Advisors is your trusted partner for investment management. We specialize in wealth management, OCIO services and retirement plan consulting. We’re committed to serving the diverse investment and financial needs of our valued clients through asset allocation, broad diversification and cost control. In our role as investment advisor, we provide you with independent advice. Through our firm structure and investment approach, we minimize the potential for conflicts of interest. And you can be confident your needs will always be our first priority. |
|
| Alesco Advisors, LLC |
Jeffrey Dana |
Bradley |
Chief Compliance Officer, Manager, and Director |
(585) 586-0970 |
WM |
jbradley@alescoadvisors.com |
info@alescoadvisors.com |
Tobey Village Office Park 120 Office Park Way |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-bradley-5800528/ |
|
2.000 |
$2.2B |
|
https://www.linkedin.com/company/alesco-advisors-llc/?originalSubdomain=ph |
https://alescoadvisors.com/ |
Alesco Advisors is your trusted partner for investment management. We specialize in wealth management, OCIO services and retirement plan consulting. We’re committed to serving the diverse investment and financial needs of our valued clients through asset allocation, broad diversification and cost control. In our role as investment advisor, we provide you with independent advice. Through our firm structure and investment approach, we minimize the potential for conflicts of interest. And you can be confident your needs will always be our first priority. |
|
| Alex. Brown, a Division of Raymond James |
Dan |
Boszhardt |
Managing Director |
(312) 471-5100 |
WM |
dan.boszhardt@alexbrown.com |
|
222 S. Riverside Plaza, Suite 2680 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-boszhardt-b8a7aa142/ |
|
1.800 |
|
|
https://www.linkedin.com/company/alexbrown-rj/ |
http://www.alexbrownbranches.com/chicago/ |
At Alex. Brown, we carry on a tradition of sophisticated wealth management and client service nearly as old as our nation itself. When Alex. Brown & Sons was founded in 1800, it was the country’s first investment bank. In the years since, we’ve become much more – broadening our capabilities to support a distinctive clientele and amassing valuable insight into the unique needs of successful individuals and families. Now, our powerful partnership with Raymond James means you can expect the same capabilities you’ve previously enjoyed from Alex. Brown – and then some. |
|
| Alex. Brown, a Division of Raymond James |
Rod |
MacKay |
Managing Director |
(312) 471-5100 |
WM |
rod.mackay@alexbrown.com |
|
222 S. Riverside Plaza, Suite 2680 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/rod-mackay-70008213b/ |
|
1.800 |
|
|
https://www.linkedin.com/company/alexbrown-rj/ |
http://www.alexbrownbranches.com/chicago/ |
At Alex. Brown, we carry on a tradition of sophisticated wealth management and client service nearly as old as our nation itself. When Alex. Brown & Sons was founded in 1800, it was the country’s first investment bank. In the years since, we’ve become much more – broadening our capabilities to support a distinctive clientele and amassing valuable insight into the unique needs of successful individuals and families. Now, our powerful partnership with Raymond James means you can expect the same capabilities you’ve previously enjoyed from Alex. Brown – and then some. |
|
| Alex. Brown, a Division of Raymond James |
Michael |
Ferconio |
Director |
(312) 471-5100 |
WM |
michael.ferconio@alexbrown.com |
|
222 S. Riverside Plaza, Suite 2680 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ferconio-081a133a/ |
|
1.800 |
|
|
https://www.linkedin.com/company/alexbrown-rj/ |
http://www.alexbrownbranches.com/chicago/ |
At Alex. Brown, we carry on a tradition of sophisticated wealth management and client service nearly as old as our nation itself. When Alex. Brown & Sons was founded in 1800, it was the country’s first investment bank. In the years since, we’ve become much more – broadening our capabilities to support a distinctive clientele and amassing valuable insight into the unique needs of successful individuals and families. Now, our powerful partnership with Raymond James means you can expect the same capabilities you’ve previously enjoyed from Alex. Brown – and then some. |
|
| Alex. Brown, a Division of Raymond James |
Roger |
Veome |
Regional Executive |
(312) 471-5100 |
WM |
Roger.Veome@alexbrown.com |
|
222 S. Riverside Plaza, Suite 2680 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/rogerveome/ |
|
1.800 |
|
|
https://www.linkedin.com/company/alexbrown-rj/ |
http://www.alexbrownbranches.com/chicago/ |
At Alex. Brown, we carry on a tradition of sophisticated wealth management and client service nearly as old as our nation itself. When Alex. Brown & Sons was founded in 1800, it was the country’s first investment bank. In the years since, we’ve become much more – broadening our capabilities to support a distinctive clientele and amassing valuable insight into the unique needs of successful individuals and families. Now, our powerful partnership with Raymond James means you can expect the same capabilities you’ve previously enjoyed from Alex. Brown – and then some. |
|
| Alexander Advisors |
David |
Alexander |
Founder, Financial Advisor |
(978) 772-1400 |
WM |
dave@dbalexander.com |
cpa@dbalexander.com |
284 Ayer Road |
Harvard |
MA |
01451 |
United States of America |
North America |
https://www.linkedin.com/in/davidalexanderadvisors/ |
|
|
$70.5M |
|
|
https://www.dbalexander.com/ |
Alexander Advisors, LLC has integrated its CPA firm and Wealth Management firms, resulting in shared expertise, greater service and an enhanced client experience. Our “one firm” approach provides a comprehensive resource of skills with the goal of making sure all pieces of your wealth management plan are working together in a tax optimized manner. Dave Alexander leads the wealth management area as a principal of Mainsail Advisor Group, LLC. |
|
| Alexander Beard Group |
Mark |
James |
Principal Adviser |
(650) 260-7740 |
WM |
mark.james@abg-usa.net |
info@abg.net |
1730 South Amphlett Blvd, Suite 108 |
San Mateo |
CA |
94402 |
United States of America |
North America |
https://www.linkedin.com/in/mark-james-a8169145/ |
|
1.987 |
|
|
https://www.linkedin.com/company/alexander-beard-group/about/ |
http://www.abg.net/ |
The Alexander Beard Group is an international financial services organisation with five divisions and offices around the world.
ABW is a financial planning, wealth management and investment advisory business and is an appointed representative of Alexander Beard Investment Management Limited. |
|
| Alexander Beard Group |
Scott |
Schwartz |
Co-Founder & Managing Director |
(650) 260-7740 |
WM |
scott.schwartz@abg-usa.net |
info@abg.net |
1730 South Amphlett Blvd, Suite 108 |
San Mateo |
CA |
94402 |
United States of America |
North America |
https://www.linkedin.com/in/scottalanschwartz/ |
|
1.987 |
|
|
https://www.linkedin.com/company/alexander-beard-group/about/ |
http://www.abg.net/ |
The Alexander Beard Group is an international financial services organisation with five divisions and offices around the world.
ABW is a financial planning, wealth management and investment advisory business and is an appointed representative of Alexander Beard Investment Management Limited. |
|
| Alexander Beard Group |
Osamu |
Tagaya |
Associate |
Mobile: (415) 519-8841 |
WM |
osamu.tagaya@abg-usa.net |
info@abg.net |
1730 South Amphlett Blvd, Suite 108 |
San Mateo |
CA |
94402 |
United States of America |
North America |
https://www.linkedin.com/in/sam-tagaya-a92595152/ |
|
1.987 |
|
|
https://www.linkedin.com/company/alexander-beard-group/about/ |
http://www.abg.net/ |
The Alexander Beard Group is an international financial services organisation with five divisions and offices around the world.
ABW is a financial planning, wealth management and investment advisory business and is an appointed representative of Alexander Beard Investment Management Limited. |
|
| Alexander Randolph Advisory , Inc. |
Robert |
Krueger |
Principal, Tax & Wealth Management |
(703) 734-1507 ext 7020 |
WM |
rkrueger@alexrand.com |
info@alexrand.com |
1902 Campus Commons Dr Suite 410 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/rob-krueger-193bb78/ |
|
|
|
|
|
http://www.alexanderrandolph.com/ |
Our primary objective is to provide services of exceptional quality and comprehensiveness which are tailored to address the individual needs and circumstances of each client. Alexander Randolph is comprised of individuals with diverse professional backgrounds enabling our clients to draw on a substantial body of experience. |
|
| Algonquin Advisors |
George |
Hubbard |
Managing Partner & Chief Investment Officer |
(203) 629-2114 |
WM |
Ghubbard@algonquinadvisors.com |
webmaster@algonquinadvisors.com |
1 Greenwich Office Park North, Building 1, Floor 1 |
Greenwich |
CT |
6831 |
United States of America |
North America |
https://www.linkedin.com/in/george-hubbard-5b348b132/ |
|
1.998 |
$245M |
|
https://www.linkedin.com/company/algonquin-advisors/about/ |
https://www.algonquinadvisors.com/ |
Algonquin Advisors is an independent employee-owned registered investment advisor located in Greenwich, CT. Operating at a fiduciary, the firm has provided an open architecture, consultative approach to investments since its founding in 1998 to a select group of wealthy individuals, families, foundations, and other entities with investable assets, typically in excess of $5MM. Algonquin Advisors often differentiates itself by providing its clients with opportunities to invest in private market investments where suitable and appropriate. The firm's hallmark is providing its clients with objective and bespoke solutions across asset classes. |
|
| Aligned Wealth, LLC |
Matt |
Ludmer |
President |
(212) 286-9146 |
WM |
matt@alignedwealthllc.com |
careers@alignedwealthllc.com |
757 3rd Ave., 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/matt-ludmer-6a081a91/ |
|
2.013 |
|
|
https://www.linkedin.com/company/aligned-wealth-llc/about/ |
https://alignedwealthmanagement.com/ |
Aligned Wealth is a full-service wealth management firm located in New York, NY. |
|
| Aligned Wealth, LLC |
Michelle |
Porter |
Senior Analyst |
Direct: (212) 286-9148 |
WM |
michelle@alignedwealthllc.com |
info@alignedwealthllc.com |
757 3rd Ave., 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-porter-488aa391/ |
|
2.013 |
|
|
https://www.linkedin.com/company/aligned-wealth-llc/about/ |
https://alignedwealthmanagement.com/ |
Aligned Wealth is a full-service wealth management firm located in New York, NY. |
|
| Alitis Investment Counsel Inc. |
Cecil |
Baldry-White |
President and CEO |
(250) 287-4933 |
WM |
cbaldrywhite@alitis.ca |
info@alitis.ca |
909 Island Hwy S |
Campbell River |
BC |
V9W 2C2 |
Canada |
North America |
https://www.linkedin.com/in/cecilbaldrywhite/ |
|
2.009 |
$200M |
|
https://www.linkedin.com/company/alitis-investment-counsel |
http://www.alitisinvestmentcounsel.com/ |
Alitis Investment Counsel Inc. is a new generation portfolio management company that provides a complete range of investment management services for families, corporations, trusts, endowments, foundations, and pension funds. Providing a holistic approach to wealth management, we offer investment management and retirement planning, along with asset and income protection strategies, tax and estate planning, and advanced financial planning through our related company, Alitis Insurance Services Inc. |
|
| Alitis Investment Counsel Inc. |
Kevin |
Kirkwood |
Chief Investment and Chief Compliance Officer |
(250) 287-4933 |
WM |
kkirkwood@alitis.ca |
info@alitis.ca |
909 Island Hwy S |
Campbell River |
BC |
V9W 2C2 |
Canada |
North America |
https://www.linkedin.com/in/kevin-kirkwood-b03475/ |
|
2.009 |
$200M |
|
https://www.linkedin.com/company/alitis-investment-counsel |
http://www.alitisinvestmentcounsel.com/ |
Alitis Investment Counsel Inc. is a new generation portfolio management company that provides a complete range of investment management services for families, corporations, trusts, endowments, foundations, and pension funds. Providing a holistic approach to wealth management, we offer investment management and retirement planning, along with asset and income protection strategies, tax and estate planning, and advanced financial planning through our related company, Alitis Insurance Services Inc. |
|
| Alitis Investment Counsel Inc. |
Stacey |
Blyth |
COO / CCO |
(250) 287-4933 |
WM |
sblyth@alitis.ca |
info@alitis.ca |
909 Island Hwy S |
Campbell River |
BC |
V9W 2C2 |
Canada |
North America |
https://www.linkedin.com/in/stacey-blyth-mba-cams-027212133/ |
|
2.009 |
$200M |
|
https://www.linkedin.com/company/alitis-investment-counsel |
http://www.alitisinvestmentcounsel.com/ |
Alitis Investment Counsel Inc. is a new generation portfolio management company that provides a complete range of investment management services for families, corporations, trusts, endowments, foundations, and pension funds. Providing a holistic approach to wealth management, we offer investment management and retirement planning, along with asset and income protection strategies, tax and estate planning, and advanced financial planning through our related company, Alitis Insurance Services Inc. |
|
| Aljen Asset Management, LLC |
Elliott |
Collins |
Principal and Founder |
(973) 316-1212 |
WM |
elliott@aljenam.com |
|
210 Malapardis Road |
Cedar Knolls |
NJ |
07927 |
United States of America |
North America |
https://www.linkedin.com/in/elliott-collins-516777/ |
|
2.003 |
|
|
|
http://www.aljenam.com/ |
Aljen is an independent, wealth management registered investment advisory firm. Aljen provides portfolio management, financial and retirement planning for individuals and corporations and specializes in qualified retirement plan trust administration for small to mid-sized companies. Our commitment is to your financial success. |
|
| All Seasons Wealth |
Jeff |
Hausinger |
Manager / Financial Advisor |
(813) 490-6610 |
WM |
jeff.hausinger@raymondjames.com |
|
100 N. Tampa Street Ste 3750 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/jeffhausinger/ |
|
|
|
|
https://www.linkedin.com/company/allseasonswealth/ |
http://www.allwealth.com/ |
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. |
|
| All Seasons Wealth |
Matthew |
Coffey |
Financial Advisor |
(813) 490-6610 |
WM |
matthew.coffey@raymondjames.com |
|
100 N. Tampa Street Ste 3750 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/matthewcoffeyrj/ |
|
|
|
|
https://www.linkedin.com/company/allseasonswealth/ |
http://www.allwealth.com/ |
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. |
|
| All Seasons Wealth |
Sanjiv |
Saste |
Financial Advisor |
(813) 490-6610 |
WM |
sanjiv.saste@raymondjames.com |
|
100 N. Tampa Street Ste 3750 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/sanjivsaste/ |
|
|
|
|
https://www.linkedin.com/company/allseasonswealth/ |
http://www.allwealth.com/ |
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. |
|
| All Seasons Wealth |
Bryce |
Alley |
Financial Advisor |
(813) 490-6610 |
WM |
bryce.alley@raymondjames.com |
|
100 N. Tampa Street Ste 3750 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/bryce-alley-j-d/ |
|
|
|
|
https://www.linkedin.com/company/allseasonswealth/ |
http://www.allwealth.com/ |
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. |
|
| All Seasons Wealth |
Shelby |
McGinley |
Financial Advisor |
(813) 490-6610 |
WM |
shelby.mcginley@raymondjames.com |
|
100 N. Tampa Street Ste 3750 |
Tampa |
FL |
33602 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/allseasonswealth/ |
http://www.allwealth.com/ |
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. |
|
| Allaire Wealth Management |
Thomas |
Boland |
Managing Principal |
(732) 359-8520 |
WM |
thomas.boland@wfafinet.com |
|
1955 Hwy 34, Suite 3C |
Wall |
NJ |
07719 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/allaire-wealth-management/ |
Allaire helps its clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. |
|
| Allaire Wealth Management |
Neil |
Montesano |
Managing Principal |
(732) 359-8520 |
WM |
neil.montesano@wfafinet.com |
|
1955 Hwy 34, Suite 3C |
Wall |
NJ |
07719 |
United States of America |
North America |
https://www.linkedin.com/in/neilmontesano/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/allaire-wealth-management/ |
Allaire helps its clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. |
|
| Allaire Wealth Management |
Robert |
Angelo |
Financial Advisor |
(215) 600-0499 |
WM |
robert.angelo@allairewm.com |
|
1955 Hwy 34, Suite 3C |
Wall |
NJ |
07719 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/allaire-wealth-management/ |
Allaire helps its clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. |
|
| Allaire Wealth Management |
Maureen |
MacGowan |
Senior Client Associate |
(732) 359-8520 |
WM |
maureen.macgowan@wfafinet.com |
|
1955 Hwy 34, Suite 3C |
Wall |
NJ |
07719 |
United States of America |
North America |
https://www.linkedin.com/in/maureen-macgowan-6563541b8/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/allaire-wealth-management/ |
Allaire helps its clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. |
|
| Allegheny Financial Group |
Stephen |
Hawbaker |
CFO, CCO |
(412) 536-8041 |
WM |
shawbaker@alleghenyfinancial.com |
mewing@alleghenyfinancial.com |
Stone Quarry Crossing 811 Camp Horne Road, Suite 100 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
|
|
1.976 |
|
|
https://www.linkedin.com/company/allegheny-financial-group/ |
https://alleghenyfinancial.com/ |
Allegheny Financial Group is an independent financial planning and investment management firm headquartered in Pittsburgh, PA. Allegheny prides itself on providing comprehensive planning through individualized service that is tailored to each client’s particular need and goals. Allegheny and its affiliated Broker Dealer, Allegheny Investments, is comprised of many Financial Advisors that are highly experienced and well suited to provide personalized attention to many types of clients. |
|
| Allegheny Financial Group |
Jack |
Kraus |
Chief Investment Officer |
(412) 536-8039 |
WM |
jkraus@alleghenyfinancial.com |
mewing@alleghenyfinancial.com |
Stone Quarry Crossing 811 Camp Horne Road, Suite 100 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
|
|
1.976 |
|
|
https://www.linkedin.com/company/allegheny-financial-group/ |
https://alleghenyfinancial.com/ |
Allegheny Financial Group is an independent financial planning and investment management firm headquartered in Pittsburgh, PA. Allegheny prides itself on providing comprehensive planning through individualized service that is tailored to each client’s particular need and goals. Allegheny and its affiliated Broker Dealer, Allegheny Investments, is comprised of many Financial Advisors that are highly experienced and well suited to provide personalized attention to many types of clients. |
|
| Allegheny Financial Group |
Jacqueline |
Thacik |
VP of Operations |
(412) 536-8116 |
WM |
jthacik@alleghenyfinancial.com |
mewing@alleghenyfinancial.com |
Stone Quarry Crossing 811 Camp Horne Road, Suite 100 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
https://www.linkedin.com/in/jacqueline-thacik-2ba5366 |
|
1.976 |
|
|
https://www.linkedin.com/company/allegheny-financial-group/ |
https://alleghenyfinancial.com/ |
Allegheny Financial Group is an independent financial planning and investment management firm headquartered in Pittsburgh, PA. Allegheny prides itself on providing comprehensive planning through individualized service that is tailored to each client’s particular need and goals. Allegheny and its affiliated Broker Dealer, Allegheny Investments, is comprised of many Financial Advisors that are highly experienced and well suited to provide personalized attention to many types of clients. |
|
| Allen Wealth Advisors |
Kay |
Allen |
Founder |
(817) 500-0014 |
WM |
kay@allenwealthadvisors.com |
|
5004 Thompson Terrace Ste 102 |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/kay-allen-cfp®-8157242a/ |
|
|
|
|
|
https://allenwealthadvisors.com/ |
We are a fee-only advisory in Colleyville TX - offering customized Comprehensive Financial Planning and Investment Management strategies to women, families, individuals, and small businesses. |
|
| Alliance Financial Group |
Michael |
Kochis |
CEO |
(239) 561-2900 |
WM |
Michael.kochis@glic.com |
allianceinfo@afgfl.com |
14021 Metropolis Avenue |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/michaelkochis/ |
|
1.987 |
|
|
https://www.linkedin.com/in/nadean-amer/ |
https://www.afgfl.com/ |
Alliance Financial Group is a financial services agency that provides overall wealth management to develop world-class savors, so you can lead the life you deserve. Whether it’s paying yesterday’s debt, starting or closing a business, educating your children, or saving for your future, we protect you from potential pitfalls while taking advantage of opportunities that come along the way. |
|
| Alliance Financial Group |
Jerry |
Hemmer |
President |
(239) 561-2900 |
WM |
jerry_hemmer@afgfl.com |
allianceinfo@afgfl.com |
14021 Metropolis Avenue |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-hemmer/ |
|
1.987 |
|
|
https://www.linkedin.com/in/nadean-amer/ |
https://www.afgfl.com/ |
Alliance Financial Group is a financial services agency that provides overall wealth management to develop world-class savors, so you can lead the life you deserve. Whether it’s paying yesterday’s debt, starting or closing a business, educating your children, or saving for your future, we protect you from potential pitfalls while taking advantage of opportunities that come along the way. |
|
| Alliance Financial Group |
Michael |
Longo |
Managing Director |
(239) 561-2900 |
WM |
michael.longo@afgfl.com |
allianceinfo@afgfl.com |
14021 Metropolis Avenue |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/mike-longo-19b22030/ |
|
1.987 |
|
|
https://www.linkedin.com/in/nadean-amer/ |
https://www.afgfl.com/ |
Alliance Financial Group is a financial services agency that provides overall wealth management to develop world-class savors, so you can lead the life you deserve. Whether it’s paying yesterday’s debt, starting or closing a business, educating your children, or saving for your future, we protect you from potential pitfalls while taking advantage of opportunities that come along the way. |
|
| Alliance Financial Group |
Nadean |
Amer |
Marketing Director |
(239) 561-2900 |
WM |
nadean.amer@afgfl.com |
allianceinfo@afgfl.com |
14021 Metropolis Avenue |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/nadean-amer/ |
|
1.987 |
|
|
https://www.linkedin.com/in/nadean-amer/ |
https://www.afgfl.com/ |
Alliance Financial Group is a financial services agency that provides overall wealth management to develop world-class savors, so you can lead the life you deserve. Whether it’s paying yesterday’s debt, starting or closing a business, educating your children, or saving for your future, we protect you from potential pitfalls while taking advantage of opportunities that come along the way. |
|
| Alliance Wealth Management |
Andrew |
Hickey |
LPL Financial Advisor / Managing Principal |
(214) 440-3615 |
WM |
andrew@csfplan.com |
angie@alliancewealth.com |
4601 Old Shepard Pl., Suite 103 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-hickey-27803143/ |
|
|
|
|
|
http://www.alliancewealth.com/ |
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We are Clear Sky Financial and we seek to address this concern by serving as a trusted resource.
We are independent financial advisors who assist clients in all stages of life and specialize in retirement and income planning. While we work with a wide range of individuals, a majority of our clients are Southwest Airlines pilots and employees. Our passion lies in helping them articulate, plan, and pursue their goals and we take pride in the fact that we have been helping our friends and neighbors for over 10 years. |
|
| Alliance Wealth Management |
John |
Paulson |
Financial Consultant / Chief Investment Officer |
(214) 440-3615 |
WM |
john@alliancewealth.com |
angie@alliancewealth.com |
4601 Old Shepard Pl., Suite 103 |
Plano |
TX |
75093 |
United States of America |
North America |
|
|
|
|
|
|
http://www.alliancewealth.com/ |
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We are Clear Sky Financial and we seek to address this concern by serving as a trusted resource.
We are independent financial advisors who assist clients in all stages of life and specialize in retirement and income planning. While we work with a wide range of individuals, a majority of our clients are Southwest Airlines pilots and employees. Our passion lies in helping them articulate, plan, and pursue their goals and we take pride in the fact that we have been helping our friends and neighbors for over 10 years. |
|
| AllianceBernstein |
John |
Weisenseel |
CFO |
(212) 969-1000 |
WM |
john.weisenseel@alliancebernstein.com |
corporate_secretary@alliancebernstein.com |
1345 Avenue of the Americas |
New York |
NY |
M5 2S1 |
United States of America |
North America |
https://www.linkedin.com/in/john-weisenseel-a102b623/ |
|
|
$670B |
|
|
https://www.alliancebernstein.com/ |
AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 25 countries, with more than 3,700 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW® |
|
| AllianceBernstein |
James |
Gingrich |
COO |
(212) 969-1000 |
WM |
jim.gingrich@alliancebernstein.com |
corporate_secretary@alliancebernstein.com |
1345 Avenue of the Americas |
New York |
NY |
M5 2S1 |
United States of America |
North America |
https://www.linkedin.com/in/james-gingrich-85aa0571/ |
|
|
$670B |
|
|
https://www.alliancebernstein.com/ |
AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 25 countries, with more than 3,700 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW® |
|
| Allodium Investment Consultants |
David |
Bromelkamp |
President & CEO |
(612) 230-3700 |
WM |
dbromelkamp@aicria.com |
|
500 Washington Avenue South, Suite 4400 |
Minneapolis |
MN |
55415 |
United States of America |
North America |
https://www.linkedin.com/in/davidbromelkamp/ |
|
|
$245M |
|
|
http://aicria.com/ |
Allodium is an employee-owned firm that was created to simplify and improve the financial lives of our clients. We aspire to be the best investment management consulting firm and we work in a professional environment that supports the delivery of high quality advice. Our financial advice is independent, comprehensive and disciplined. We believe the best advice is completely aligned with your objectives without any real or perceived conflicts of interest. As a fee-only firm, we provide objective investment advice that is not biased by the sale of commission-based investment products. Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients. |
|
| Alpen Wealth Advisory Group |
Oliver |
Ernst |
Head of Practive |
(312) 840-8293 |
WM |
oliver.ernst@alpenwealth.com |
info@alpenwealth.com |
401 North Michigan Avenue Suite 1200 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/oliverernstcfp/ |
|
|
|
|
https://www.linkedin.com/company/alpenwealthadvisorygroup |
https://www.alpenwealth.com/ |
Alpen Wealth Advisory Group, a member of Advisory Services Network, LLC, specializes in helping individuals, families, and businesses as they develop their long-term financial goals, coordinating with other professionals such as attorneys and CPAs to craft a comprehensive financial plan. |
|
| Alpen Wealth Advisory Group |
Pamela |
Schneider |
Head of Operations |
(312) 840-8293 |
WM |
pamela.schneider@alpenwealth.com |
info@alpenwealth.com |
401 North Michigan Avenue Suite 1200 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/prschneider/ |
|
|
|
|
https://www.linkedin.com/company/alpenwealthadvisorygroup |
https://www.alpenwealth.com/ |
Alpen Wealth Advisory Group, a member of Advisory Services Network, LLC, specializes in helping individuals, families, and businesses as they develop their long-term financial goals, coordinating with other professionals such as attorneys and CPAs to craft a comprehensive financial plan. |
|
| Alpen Wealth Advisory Group |
Susan |
Renard |
Head of Client Services |
(312) 840-8293 |
WM |
susan.renard@alpenwealth.com |
info@alpenwealth.com |
401 North Michigan Avenue Suite 1200 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/paul-goodworth-38316922/ |
|
|
|
|
https://www.linkedin.com/company/alpenwealthadvisorygroup |
https://www.alpenwealth.com/ |
Alpen Wealth Advisory Group, a member of Advisory Services Network, LLC, specializes in helping individuals, families, and businesses as they develop their long-term financial goals, coordinating with other professionals such as attorneys and CPAs to craft a comprehensive financial plan. |
|
| Alpha Beta Gamma Wealth Management |
Curtis |
Lyman |
CEO & CIO |
Direct: (561) 227-5099, Mobile: (561) 207-6399, Mobile: (561) 801-0287 |
WM |
clyman@abgwealth.com |
|
3801 PGA Boulevard #600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/curtlyman/ |
|
|
|
|
https://www.linkedin.com/company/abgwealth/ |
https://abgwealth.com/ |
Alpha Beta Gamma Wealth Management provides financial and retirement planning and implementation. Our team is comprised of experienced advisers and state of the art technology applications. |
|
| Alpha Beta Gamma Wealth Management |
Joanne |
Robin |
Managing Director |
(561) 207-6399 |
WM |
jrobin@abgwealth.com |
|
3801 PGA Boulevard #600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/joanne-robin-b90169101/ |
|
|
|
|
https://www.linkedin.com/company/abgwealth/ |
https://abgwealth.com/ |
Alpha Beta Gamma Wealth Management provides financial and retirement planning and implementation. Our team is comprised of experienced advisers and state of the art technology applications. |
|
| Alpha Beta Gamma Wealth Management |
Michael |
Robinson |
Director of Business Development |
(561) 207-6399 |
WM |
mrobinson@abgwealth.com |
|
3801 PGA Boulevard #600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/michael-robinson-41040515/ |
|
|
|
|
https://www.linkedin.com/company/abgwealth/ |
https://abgwealth.com/ |
Alpha Beta Gamma Wealth Management provides financial and retirement planning and implementation. Our team is comprised of experienced advisers and state of the art technology applications. |
|
| Alpha Beta Gamma Wealth Management |
Reginald |
Robinson Jr |
Financial Advisor |
(561) 207-6399 |
WM |
rrobinson@abgwealth.com |
|
3801 PGA Boulevard #600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/reggie-robinson-878b431b/ |
|
|
|
|
https://www.linkedin.com/company/abgwealth/ |
https://abgwealth.com/ |
Alpha Beta Gamma Wealth Management provides financial and retirement planning and implementation. Our team is comprised of experienced advisers and state of the art technology applications. |
|
| Alpha Beta Gamma Wealth Management |
Raquel |
Bencosme |
Associate |
(561) 207-6399 |
WM |
rbencosme@abgwealth.com |
|
3801 PGA Boulevard #600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/raquel-rijo-bencosme-7701a98b/ |
|
|
|
|
https://www.linkedin.com/company/abgwealth/ |
https://abgwealth.com/ |
Alpha Beta Gamma Wealth Management provides financial and retirement planning and implementation. Our team is comprised of experienced advisers and state of the art technology applications. |
|
| Alpha Fiduciary |
Curtis |
Anderson |
Managing Director |
(888) 562-4033 |
WM |
curtis@alphafiduciary.com |
info@alphafiduciary.com |
7010 E. Chauncey Lane, Suite 130 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/curtis-anderson-cfa-99595594/ |
|
2.006 |
|
|
https://www.linkedin.com/company/alpha-fiduciary/ |
https://www.alphafiduciary.com/ |
As fiduciaries, Alpha Fiduciary provides wealth management solutions that are free of many conflicts often found at other financial and brokerage firms. Because we act as a fiduciary and in your best interests, we prioritize and address your most pressing needs first, while not losing sight of the lesser-priority matters. Life today is far more dynamic and complex than ever before, so our approach is consultative and forward-looking. Yet it is nimble and decisive when unplanned events demand quick, but thoughtful and accurate decisions. At Alpha Fiduciary, it’s not just about focusing on your rate of return. It’s about positively impacting the lives of the people we serve with a unified approach to wealth management. |
|
| Alpha Fiduciary |
Arthur |
Doglione |
President & Founder |
(888) 562-4033 |
WM |
arthur@alphafiduciary.com |
info@alphafiduciary.com |
7010 E. Chauncey Lane, Suite 130 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/arthurdoglione/ |
|
2.006 |
|
|
https://www.linkedin.com/company/alpha-fiduciary/ |
https://www.alphafiduciary.com/ |
As fiduciaries, Alpha Fiduciary provides wealth management solutions that are free of many conflicts often found at other financial and brokerage firms. Because we act as a fiduciary and in your best interests, we prioritize and address your most pressing needs first, while not losing sight of the lesser-priority matters. Life today is far more dynamic and complex than ever before, so our approach is consultative and forward-looking. Yet it is nimble and decisive when unplanned events demand quick, but thoughtful and accurate decisions. At Alpha Fiduciary, it’s not just about focusing on your rate of return. It’s about positively impacting the lives of the people we serve with a unified approach to wealth management. |
|
| Alpha Fiduciary |
Peter |
Eickelberg |
CCO |
(888) 562-4033 |
WM |
peter@alphafiduciary.com |
info@alphafiduciary.com |
7010 E. Chauncey Lane, Suite 130 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/peter-eickelberg/ |
|
2.006 |
|
|
https://www.linkedin.com/company/alpha-fiduciary/ |
https://www.alphafiduciary.com/ |
As fiduciaries, Alpha Fiduciary provides wealth management solutions that are free of many conflicts often found at other financial and brokerage firms. Because we act as a fiduciary and in your best interests, we prioritize and address your most pressing needs first, while not losing sight of the lesser-priority matters. Life today is far more dynamic and complex than ever before, so our approach is consultative and forward-looking. Yet it is nimble and decisive when unplanned events demand quick, but thoughtful and accurate decisions. At Alpha Fiduciary, it’s not just about focusing on your rate of return. It’s about positively impacting the lives of the people we serve with a unified approach to wealth management. |
|
| Alpha Fiduciary |
Paige |
Doglione |
Human Resources, Administration |
(888) 562-4033 |
WM |
paige@alphafiduciary.com |
info@alphafiduciary.com |
7010 E. Chauncey Lane, Suite 130 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/paige-doglione-26790a85/ |
|
2.006 |
|
|
https://www.linkedin.com/company/alpha-fiduciary/ |
https://www.alphafiduciary.com/ |
As fiduciaries, Alpha Fiduciary provides wealth management solutions that are free of many conflicts often found at other financial and brokerage firms. Because we act as a fiduciary and in your best interests, we prioritize and address your most pressing needs first, while not losing sight of the lesser-priority matters. Life today is far more dynamic and complex than ever before, so our approach is consultative and forward-looking. Yet it is nimble and decisive when unplanned events demand quick, but thoughtful and accurate decisions. At Alpha Fiduciary, it’s not just about focusing on your rate of return. It’s about positively impacting the lives of the people we serve with a unified approach to wealth management. |
|
| Alpha Prime Capital |
William |
Smythe |
Founder and Lead Portfolio Manager |
(330) 507-9409 |
WM |
WSmythe@AlphaPrimeCapital.com |
|
690 SW 1st Ct #1701 |
Miami |
FL |
33130 |
United States of America |
North America |
https://www.linkedin.com/in/wsmythe/ |
|
|
|
|
https://www.linkedin.com/company/alphaprimecapital/ |
https://www.alphaprimecapital.com/ |
Alpha Prime Capital (AlphaPrimeCapital.com) is an investment management firm headquartered in Miami, FL specializing in long/short equity and equity-based derivative investment strategies. We strive to achieve superior risk-adjusted returns while providing exceptional customized financial solutions to each and every client. By offering our proprietary investment strategies with the primary fee-rate based solely on performance above the designated benchmark, our interests are aligned when focusing on improving your results and working to achieve each and every financial goal you strive for. |
|
| Alpha Wealth Group |
Tom |
Fortino |
Founder & Principal |
(630) 519-4742 |
WM |
tfortino@alphawealthgroup.com |
|
1815 South Meyers Road Suite 250 |
Oakbrook Terrace |
IL |
60181 |
United States of America |
North America |
https://www.linkedin.com/in/tomfortino/ |
|
2.010 |
|
|
https://www.linkedin.com/company/alpha-wealth-group |
https://www.alphawealthgroup.com/ |
Alpha Wealth Group is a Registered Investment Advisory Firm. A talented team of financial advisors at Alpha Wealth Group are passionate about maximizing and protecting your individual investment needs. We are dedicated to assisting you with your financial needs with the goals of increasing your net worth, paying lower and fewer taxes, and protecting your legacy by integrating a multi-disciplined approach of estate, tax and investment management. It is our goal to add Alpha to your life. |
|
| AlphaONE Wealth Strategies |
Jason |
Stock |
Founder |
(480) 770-5004 |
WM |
jason@AlphaONEunited.com |
|
8901 E Mountain View Rd |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/jason-stock-0378758b/ |
|
|
|
|
|
https://www.alphaonewealthstrategies.com/ |
AlphaONE Wealth Strategies was created with two goals in mind. First, design investment and retirement “plans” specific and unique to each client through industry leading financial planning software. Second, obtain and maintain relationships with the best of the best in the industry to be able to provide the ideal investments inside of those plans. The execution of these two inside a client plan and portfolio allows clients to have confidence they are on the right track to reaching their own personal goals. Whether clients want Stocks, Bonds, Life Insurance all the way to Real Estate Investment options clients have access to pre-vetted top tier options. There are no cookie cutter plans here, everyone is unique and so should their plan designs. We don't just talk about personal service to our clients we deliver it. |
|
| Altair Advisers, LLC |
Rebekah |
Kohmescher |
CEO |
(312) 429-3035 |
WM |
rkohmescher@altairadvisers.com |
info@altairadvisers.com |
303 West Madison Street, Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/bekakohmescher/ |
|
2.002 |
$3,729 million |
|
https://www.linkedin.com/company/altair-advisers/about/ |
https://altairadvisers.com/ |
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. |
|
| Altair Advisers, LLC |
Jason |
Laurie |
Managing Director & Chief Investment Officer |
(312) 429-3030 |
WM |
jlaurie@altairadvisers.com |
info@altairadvisers.com |
303 West Madison Street, Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jasonlaurie/ |
|
2.002 |
$3,729 million |
|
https://www.linkedin.com/company/altair-advisers/about/ |
https://altairadvisers.com/ |
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. |
|
| Altair Advisers, LLC |
Richard |
Black |
Managing Director |
(312) 429-3003 |
WM |
rblack@altairadvisers.com |
info@altairadvisers.com |
303 West Madison Street, Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/richardkblack |
|
2.002 |
$3,729 million |
|
https://www.linkedin.com/company/altair-advisers/about/ |
https://altairadvisers.com/ |
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. |
|
| Altair Advisers, LLC |
Bryan |
Malis |
Managing Director |
(312) 429-3024 |
WM |
bmalis@altairadvisers.com |
info@altairadvisers.com |
303 West Madison Street, Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/bryanmalis/ |
|
2.002 |
$3,729 million |
|
https://www.linkedin.com/company/altair-advisers/about/ |
https://altairadvisers.com/ |
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. |
|
| Altair Advisers, LLC |
Michael |
Murray |
Managing Director |
(312) 429-3007 |
WM |
mmurray@altairadvisers.com |
info@altairadvisers.com |
303 West Madison Street, Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michaeljmurrayaltair/ |
|
2.002 |
$3,729 million |
|
https://www.linkedin.com/company/altair-advisers/about/ |
https://altairadvisers.com/ |
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. |
|
| Altavista Wealth Management |
L. Daniel |
Akers Jr |
Managing Principal, Financial Advisor |
(828) 684-2600 |
WM |
dakers@altavistawealth.com |
team@altavistawealth.com |
4 Vanderbilt Dr., Suite 310 |
Asheville |
NC |
28803 |
United States of America |
North America |
https://www.linkedin.com/in/dan-akers-01a37816/ |
|
2.003 |
|
|
https://www.linkedin.com/company/altavista-wealth-management-inc-and-altavista-trust-a-division-of-national-independent-trust-co-/about/ |
https://altavistawealth.com |
Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks. |
|
| Altavista Wealth Management |
Kyle |
Boyd |
Managing Principal, Financial Advisor |
(828) 684-2600 |
WM |
kboyd@altavistawealth.com |
team@altavistawealth.com |
4 Vanderbilt Dr., Suite 310 |
Asheville |
NC |
28803 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-boyd-a2710611/ |
|
2.003 |
|
|
https://www.linkedin.com/company/altavista-wealth-management-inc-and-altavista-trust-a-division-of-national-independent-trust-co-/about/ |
https://altavistawealth.com |
Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks. |
|
| Altavista Wealth Management |
Jacqui |
Friedrich |
Director of Financial Planning, Senior Financial Advisor |
(828) 684-2600 |
WM |
jfriedrich@altavistawealth.com |
team@altavistawealth.com |
4 Vanderbilt Dr., Suite 310 |
Asheville |
NC |
28803 |
United States of America |
North America |
https://www.linkedin.com/in/jacqui-friedrich-a736a2ba/ |
|
2.003 |
|
|
https://www.linkedin.com/company/altavista-wealth-management-inc-and-altavista-trust-a-division-of-national-independent-trust-co-/about/ |
https://altavistawealth.com |
Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks. |
|
| Altavista Wealth Management |
Jeff |
Howden |
Chief Investment Strategist, Director of Family Office Services |
(828) 684-2600 |
WM |
jhowden@altavistawealth.com |
team@altavistawealth.com |
4 Vanderbilt Dr., Suite 310 |
Asheville |
NC |
28803 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-howden-022452b1/ |
|
2.003 |
|
|
https://www.linkedin.com/company/altavista-wealth-management-inc-and-altavista-trust-a-division-of-national-independent-trust-co-/about/ |
https://altavistawealth.com |
Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks. |
|
| Altavista Wealth Management |
Christine |
Nelson |
CCO, COO |
(828) 684-2600 |
WM |
cnelson@altavistawealth.com |
team@altavistawealth.com |
4 Vanderbilt Dr., Suite 310 |
Asheville |
NC |
28803 |
United States of America |
North America |
https://www.linkedin.com/in/christine-nelson-ba50a974/ |
|
2.003 |
|
|
https://www.linkedin.com/company/altavista-wealth-management-inc-and-altavista-trust-a-division-of-national-independent-trust-co-/about/ |
https://altavistawealth.com |
Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks. |
|
| Altera Wealth Management Group - Morgan Stanley |
M. Robin |
Krasny |
Managing Director, Wealth Management |
(212) 893-6374 |
WM |
M.Robin.Krasny@morganstanley.com |
|
399 Park Ave 24th Fl |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/m-robin-krasny-97b5649b/ |
|
|
|
|
|
https://advisor.morganstanley.com/altera-wealth-management-group |
Altera Wealth Management Group is a boutique wealth management practice at Morgan Stanley providing holistic advice and institutional level service to help our clients achieve their investment, wealth transfer and philanthropic goals. |
|
| Altera Wealth Management Group - Morgan Stanley |
Mark |
Howard Lewis |
Executive Director, Financial Advisor |
(212) 893-6474 |
WM |
Mark.Lewis@morganstanley.com |
|
399 Park Ave 24th Fl |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/altera-wealth-management-group |
Altera Wealth Management Group is a boutique wealth management practice at Morgan Stanley providing holistic advice and institutional level service to help our clients achieve their investment, wealth transfer and philanthropic goals. |
|
| Altera Wealth Management Group - Morgan Stanley |
Jill |
Schildkraut-Katz |
Managing Director, Financial Advisor |
(212) 893-6494 |
WM |
Jill.Schildkraut-Katz@morganstanley.com |
|
399 Park Ave 24th Fl |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jillschildkrautkatz/ |
|
|
|
|
|
https://advisor.morganstanley.com/altera-wealth-management-group |
Altera Wealth Management Group is a boutique wealth management practice at Morgan Stanley providing holistic advice and institutional level service to help our clients achieve their investment, wealth transfer and philanthropic goals. |
|
| Altera Wealth Management Group - Morgan Stanley |
Marcia |
Cohen |
Financial Advisor, Family Wealth Advisor |
(212) 893-6336 |
WM |
Marcia.Cohen@morganstanley.com |
|
399 Park Ave 24th Fl |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/altera-wealth-management-group |
Altera Wealth Management Group is a boutique wealth management practice at Morgan Stanley providing holistic advice and institutional level service to help our clients achieve their investment, wealth transfer and philanthropic goals. |
|
| Altfest Personal Wealth Management |
Karen |
Altfest |
EVP |
(212) 406-0850 |
WM |
kaltfest@altfest.com |
inquiry@altfest.com |
445 Park Avenue 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/karenaltfest/ |
|
1.983 |
$1.17B |
|
https://www.linkedin.com/company/altfestpersonalwealthmanagement/ |
https://www.altfest.com/ |
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. |
|
| Altfest Personal Wealth Management |
Andrew |
Altfest |
Managing Director |
(212) 406-0850 |
WM |
aaltfest@altfest.com |
inquiry@altfest.com |
445 Park Avenue 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-altfest-cfp/ |
|
1.983 |
$1.17B |
|
https://www.linkedin.com/company/altfestpersonalwealthmanagement/ |
https://www.altfest.com/ |
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. |
|
| Altfest Personal Wealth Management |
Michael |
Prendergast |
Director |
(212) 406-0850 |
WM |
mprendergast@altfest.com |
inquiry@altfest.com |
445 Park Avenue 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/william-michael-prendergast-aa013918/ |
|
1.983 |
$1.17B |
AdvisoryGroup@altfest.com |
https://www.linkedin.com/company/altfestpersonalwealthmanagement/ |
https://www.altfest.com/ |
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. |
|
| Altfest Personal Wealth Management |
Lewis |
Altfest |
President |
(212) 406-0850 |
WM |
laltfest@altfest.com |
inquiry@altfest.com |
445 Park Avenue, 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/lewisaltfest/ |
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/altfestpersonalwealthmanagement/ |
https://www.altfest.com/ |
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. |
|
| Altium Wealth Management |
Anthony |
DeStefano |
Managing Director |
(877) 780-0074 |
WM |
adestefano@altiumwealth.com |
info@altiumwealth.com |
2500 Westchester Avenue, Suite 210 |
Purchase |
IL |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/ajdestefano/ |
|
2.010 |
|
|
https://www.linkedin.com/company/altiumwealth/ |
https://www.altiumwealth.com/ |
Altium Wealth Management, LLC ("Altium Wealth") is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm also has a satellite office in Bergen County, New Jersey. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Altium Wealth or any person associated with the firm have achieved a certain level of skill or training. |
|
| Altium Wealth Management |
Jim |
Dowling |
Managing Director |
(877) 780-0074 |
WM |
jdowling@altiumwealth.com |
info@altiumwealth.com |
2501 Westchester Avenue, Suite 210 |
Purchase |
IL |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/jimdowling79/ |
|
2.010 |
|
|
https://www.linkedin.com/company/altiumwealth/ |
https://www.altiumwealth.com/ |
Altium Wealth Management, LLC ("Altium Wealth") is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm also has a satellite office in Bergen County, New Jersey. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Altium Wealth or any person associated with the firm have achieved a certain level of skill or training. |
|
| Altium Wealth Management |
James |
Giangrande |
Managing Director |
Direct: (914) 777-2500 |
WM |
jgiangrande@altiumwealth.com |
info@altiumwealth.com |
2502 Westchester Avenue, Suite 210 |
Purchase |
IL |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/james-giangrande-cfp®-0499b35/ |
|
2.010 |
|
|
https://www.linkedin.com/company/altiumwealth/ |
https://www.altiumwealth.com/ |
Altium Wealth Management, LLC ("Altium Wealth") is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm also has a satellite office in Bergen County, New Jersey. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Altium Wealth or any person associated with the firm have achieved a certain level of skill or training. |
|
| Altium Wealth Management |
Todd |
Levy |
Managing Director |
(877) 780-0074 |
WM |
tlevy@altiumwealth.com |
info@altiumwealth.com |
2503 Westchester Avenue, Suite 210 |
Purchase |
IL |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/toddlevycfp/ |
|
2.010 |
|
|
https://www.linkedin.com/company/altiumwealth/ |
https://www.altiumwealth.com/ |
Altium Wealth Management, LLC ("Altium Wealth") is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm also has a satellite office in Bergen County, New Jersey. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Altium Wealth or any person associated with the firm have achieved a certain level of skill or training. |
|
| Altman Advisors |
John |
Brick |
Associate Portfolio Manager |
(312) 759-7801 |
WM |
john.brick@altmanadvisors.com |
|
233 S. Wacker Drive Suite 9750 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brickjohn/ |
|
2.016 |
|
|
https://www.linkedin.com/company/altman-advisors/ |
https://www.altmanadvisors.com/ |
Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces its history of serving clients back over 40 years. |
|
| Altum Wealth Advisors |
Steven |
Cliadakis |
Managing Director |
(415) 373-5442 |
WM |
scliadakis@altumwealth.com |
|
One Letterman Drive Building C, Suite C3-027 |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/stevec/ |
|
2.012 |
$588.7M |
|
https://www.linkedin.com/company/altum-wealth-advisors/ |
https://www.altumwealth.com/ |
Altum Wealth Advisors is an independent investment advisory firm serving clients in the San Francisco Bay Area, Chico, and throughout Northern California.
We provide comprehensive wealth management, financial planning and investment services to individuals, families, business owners and entrepreneurs.
We also provide retirement and pension plan services.
We are fiduciaries and pledge to always act in our clients’ best interests. |
|
| Altum Wealth Advisors |
Miste |
Cliadakis |
Managing Director, Wealth Strategist |
(415) 373-5442 |
WM |
mcliadakis@1stallied.com |
|
One Letterman Drive Building C, Suite C3-027 |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/miste-cliadakis-cws®-aif®-a0935a17/ |
|
2.012 |
$588.7M |
|
https://www.linkedin.com/company/altum-wealth-advisors/ |
https://www.altumwealth.com/ |
Altum Wealth Advisors is an independent investment advisory firm serving clients in the San Francisco Bay Area, Chico, and throughout Northern California.
We provide comprehensive wealth management, financial planning and investment services to individuals, families, business owners and entrepreneurs.
We also provide retirement and pension plan services.
We are fiduciaries and pledge to always act in our clients’ best interests. |
|
| Amadeus Fiduciaire SA |
Claudia |
de Carvalho |
Director |
41 225 442 525 |
WM |
cdecarvalho@amadeus.ch |
info@amadeus.ch |
Rue François-Versonnex 7 |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/decarvalhoclaudia/ |
|
1.983 |
€300M |
|
https://www.linkedin.com/company/amadeuscapitalsa/ |
https://www.amadeus.ch/ |
Amadeus Capital SA sits at the very heart of an ecosystem of independent activities which forms the Amadeus group. The group’s mission is to bring to its clients evolutive asset management products and services in order to address the challenges created by a legal and tax environment in constant evolution, largely interconnected financial markets and ever more internationally spread families. |
|
| Ambassador Advisors, LLC |
Bernard |
Bostwick |
President |
(717) 775-6813 |
WM |
bbostwick@ambassadoradvisors.com |
info@ambassadoradvisors.com |
1755 Oregon Pike, Suite 100 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/bernie-bostwick-0239218/ |
|
1.990 |
$540M |
|
https://www.linkedin.com/company/ambassador-advisors-llc/ |
https://www.ambassadoradvisors.com/ |
At Ambassador Advisors, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization.
Regardless of where you’re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We’ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. |
|
| Ambassador Advisors, LLC |
Robert |
Kauffman |
Founder |
(717) 775-6813 |
WM |
rkauffman@ambassadoradvisors.com |
info@ambassadoradvisors.com |
1755 Oregon Pike, Suite 100 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/bobkauffman/ |
|
1.990 |
$540M |
|
https://www.linkedin.com/company/ambassador-advisors-llc/ |
https://www.ambassadoradvisors.com/ |
At Ambassador Advisors, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization.
Regardless of where you’re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We’ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. |
|
| Ambassador Advisors, LLC |
Adrian |
Young |
Executive Vice President |
(717) 775-6813 |
WM |
ayoung@ambassadoradvisors.com |
info@ambassadoradvisors.com |
1755 Oregon Pike, Suite 100 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/ambassadoradrian/ |
|
1.990 |
$540M |
|
https://www.linkedin.com/company/ambassador-advisors-llc/ |
https://www.ambassadoradvisors.com/ |
At Ambassador Advisors, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization.
Regardless of where you’re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We’ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. |
|
| Ambassador Advisors, LLC |
Robert |
Nayden |
Director of Operations |
(717) 775-6813 |
WM |
bnayden@ambassadoradvisors.com |
info@ambassadoradvisors.com |
1755 Oregon Pike, Suite 100 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/bob-nayden-98aaa35/ |
|
1.990 |
$540M |
|
https://www.linkedin.com/company/ambassador-advisors-llc/ |
https://www.ambassadoradvisors.com/ |
At Ambassador Advisors, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization.
Regardless of where you’re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We’ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. |
|
| Ambassador Advisors, LLC |
Curtis |
Stoltzfus |
Senior Financial Strategist |
(717) 775-6813 |
WM |
cstoltzfus@ambassadoradvisors.com |
info@ambassadoradvisors.com |
1755 Oregon Pike, Suite 100 |
Lancaster |
PA |
17601 |
United States of America |
North America |
|
|
1.990 |
$540M |
|
https://www.linkedin.com/company/ambassador-advisors-llc/ |
https://www.ambassadoradvisors.com/ |
At Ambassador Advisors, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization.
Regardless of where you’re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We’ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. |
|
| American Financial Advisors LLC |
Michael |
Stark |
Owner |
(770) 977-2434 |
WM |
Mstark@afainvestments.com |
info@afainvestments.com |
2551 Roswell Road, Suite 310 |
Marietta |
GA |
30062 |
United States of America |
North America |
https://www.linkedin.com/in/mike-stark-5982ab1/ |
|
1.991 |
$550M |
|
https://www.linkedin.com/company/american-financial-advisors-llc/ |
http://afainvestments.com/ |
At American Financial Advisors, we create a positive investment experience for our clients through excellent personalized service.
Discipline, asset allocation, and low fees are hallmarks.
We earn your trust based on transparency, listening and integrity.
We preserve capital by balancing risk and return.
We stress diversification to reduce risk and preserve capital. |
|
| American Financial Advisors LLC |
Patrick |
Viglotti |
Associate Adviser & Member |
(770) 977-2434 |
WM |
pviglotti@afainvestments.com |
info@afainvestments.com |
2551 Roswell Road, Suite 310 |
Marietta |
GA |
30062 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-viglotti-crpc®-b3b20a10/ |
|
1.991 |
$550M |
|
https://www.linkedin.com/company/american-financial-advisors-llc/ |
http://afainvestments.com/ |
At American Financial Advisors, we create a positive investment experience for our clients through excellent personalized service.
Discipline, asset allocation, and low fees are hallmarks.
We earn your trust based on transparency, listening and integrity.
We preserve capital by balancing risk and return.
We stress diversification to reduce risk and preserve capital. |
|
| AMI Investment Management, Inc. |
Michael |
Axel |
President & Founder |
(260) 347-1281 |
WM |
mike@amiinvestment.com |
info@amiinvestment.com |
P.O. Box 247, 710 North Krueger |
Kendallville |
IN |
46755 |
United States of America |
North America |
https://www.linkedin.com/in/mike-axel-cfa-87050a6/ |
|
|
$445M |
|
|
http://amiinvestment.com/ |
AMI is an independently owned Registered Investment Advisor (RIA) that provides investment management services to individuals and institutions. We fully align our interests with our clients and utilize a disciplined and rigorous approach to investment research. |
|
| Amida Wealth Advisors |
Ana |
Ramos |
Founder and Managing Partner |
(305) 809-0790 |
WM |
aramos@amidawealth.com |
|
218 NW 24th Street |
Miami |
FL |
33127 |
United States of America |
North America |
https://www.linkedin.com/in/ana-ramos-497aa7105 |
|
|
|
|
|
http://www.amidawealth.com/ |
Amida wealth's mission is to transform your vision of wealth. To help you pursue your goals for financial independence while living the life you desire. Ensuring you are building habits that lead to happiness through a succesful career, wise investments, good health and loving relationships.
Our symbol is a simple blade of grass. Providing life-giving oxygen while acting as a natural filter for contaminants. Amida Wealth provides the same nurturing to our clients. At the many stages in our clients life, we prepare for change and review what action to take. Steering our clients along their journey and changing obstacles into stepping stones.
Amida Wealth has developed many tools that are placed at our clients disposal to help them reach their goals. We introduce some of these here but no client is the same and there are no cookie-cutter solutions. |
|
| Amwell Ridge Wealth Management |
David |
Johnston |
Managing Partner |
Mobile: (732) 674-0026 |
WM |
david.johnston@amwellridge.com |
david.johnston@amwellridge.com |
56 Main Street, Suite 2E |
Flemington |
NJ |
08822 |
United States of America |
North America |
https://www.linkedin.com/in/david-johnston-cfp®-managing-partner-21ab2918/ |
|
1.996 |
|
|
https://www.linkedin.com/company/amwell-ridge-wealth-management/ |
https://www.amwellridge.com/ |
Amwell Ridge Wealth Management provides the guidance necessary to achieve your goals. We have the processes and experience to help you develop and implement strategies to accumulate funds leading up to retirement or structure the income you need during retirement. Our processes have been tested and validated over time. We help you clearly understand where you are today, where you want to be in the future, and how you plan to get there. By helping you eliminate uncertainty in these three key areas, we can help you make better decisions with less stress. |
|
| Amwell Ridge Wealth Management |
Adam |
Johnston |
Operations Manager |
(908) 751-5387 |
WM |
adam.johnston@amwellridge.com |
david.johnston@amwellridge.com |
56 Main Street, Suite 2E |
Flemington |
NJ |
08822 |
United States of America |
North America |
https://www.linkedin.com/in/adam-johnston-03098419a/ |
|
1.996 |
|
|
https://www.linkedin.com/company/amwell-ridge-wealth-management/ |
https://www.amwellridge.com/ |
Amwell Ridge Wealth Management provides the guidance necessary to achieve your goals. We have the processes and experience to help you develop and implement strategies to accumulate funds leading up to retirement or structure the income you need during retirement. Our processes have been tested and validated over time. We help you clearly understand where you are today, where you want to be in the future, and how you plan to get there. By helping you eliminate uncertainty in these three key areas, we can help you make better decisions with less stress. |
|
| Anchor Wealth Management Group LLC |
Kasia |
Marczyk |
President and CEO |
(561) 228-8688 |
WM |
kmarczyk@anchorwealthgroup.com |
|
120 S Olive Ave #400 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/kasiamarczyk/ |
|
2.010 |
|
|
https://www.linkedin.com/company/anchor-wealth-managment-group-llc/ |
https://anchorwealthgroup.com/ |
Anchor Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and professionalism. |
|
| Andersen Tax LLC |
David |
Bradt |
Managing Director |
571-382-7671 |
WM |
david.bradt@andersentax.com |
|
100 First Street Suite 1600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/david-bradt-4896318/ |
|
2.002 |
$695M |
|
https://www.linkedin.com/company |
http://www.andersentax.com/ |
Andersen is one of the largest independent tax firms in the world, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients. The firm is comprised of over 1000 personnel located in 19 U.S. cities and has a presence in Europe, Latin America and the Middle East through our international association of member firms, Andersen Global.
Our advisors work with entrepreneurs, family offices, multi-generational families with international complexities, companies from closely-held and early stage to public, alternative investment funds and others with complexity in their financial lives. |
|
| Andersen Tax LLC |
Joseph P. |
Toce |
Regional Managing Director |
(646) 213-5103 |
WM |
joe.toce@andersentax.com |
|
100 First Street Suite 1600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/joe-toce-39292b9/ |
|
2.002 |
$695M |
|
https://www.linkedin.com/company |
http://www.andersentax.com/ |
Andersen is one of the largest independent tax firms in the world, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients. The firm is comprised of over 1000 personnel located in 19 U.S. cities and has a presence in Europe, Latin America and the Middle East through our international association of member firms, Andersen Global.
Our advisors work with entrepreneurs, family offices, multi-generational families with international complexities, companies from closely-held and early stage to public, alternative investment funds and others with complexity in their financial lives. |
|
| Andersen Tax LLC |
David |
Kapnick |
Managing Director & CFO |
(415) 762-6337 |
WM |
dave.kapnick@andersentax.com |
|
100 First Street, Suite 1600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/davekapnick/ |
|
2.002 |
$695M |
|
https://www.linkedin.com/company |
http://www.andersentax.com/ |
Andersen is one of the largest independent tax firms in the world, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients. The firm is comprised of over 1000 personnel located in 19 U.S. cities and has a presence in Europe, Latin America and the Middle East through our international association of member firms, Andersen Global.
Our advisors work with entrepreneurs, family offices, multi-generational families with international complexities, companies from closely-held and early stage to public, alternative investment funds and others with complexity in their financial lives. |
|
| Andersen Tax LLC |
Mark |
Vorsatz |
Managing Director & CEO |
(415) 764-2784 |
WM |
mark.vorsatz@andersentax.com |
|
100 First Street, Suite 1600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/markvorsatz/ |
|
2.002 |
$1.9B |
|
https://www.linkedin.com/company |
http://www.andersentax.com/ |
Andersen is one of the largest independent tax firms in the world, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients. The firm is comprised of over 1000 personnel located in 19 U.S. cities and has a presence in Europe, Latin America and the Middle East through our international association of member firms, Andersen Global.
Our advisors work with entrepreneurs, family offices, multi-generational families with international complexities, companies from closely-held and early stage to public, alternative investment funds and others with complexity in their financial lives. |
|
| Angus Advisory Group LLC |
Patricia |
Angus |
Founder & CEO |
(212) 875-8517 |
WM |
patricia@angusadvisorygroup.com |
|
45 Rockefeller Plaza, Suite 2000 |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/pangus/ |
|
2.008 |
$350M |
|
https://www.linkedin.com/company/angus-advisory-group-p |
https://angusadvisorygroup.com/ |
Angus Advisory Group provides critical analysis, strategic planning, and compassionate guidance to families with substantial assets, and to their advisors and the charitable organizations funded by them. |
|
| ANIMA Sgr |
Livio |
Raimondi |
Chairman |
39-02-806-381 |
WM |
livio.raimondi@animaholding.it |
ir@animaholding.it |
Corso Giuseppe Garibaldi 99 |
Milan |
|
|
Italy |
Europe |
https://www.linkedin.com/in/livioraimondi/ |
|
1.984 |
|
|
https://www.linkedin.com/company/anima-sgr |
https://www.animasgr.it/ |
ANIMA Sgr SpA provides investment management services. The Company offers mutual funds, asset management, pension funds, and institutional solutions. ANIMA Sgr serves banks, financial consultants, and insurance companies in Italy. |
|
| Annex Wealth Management |
David |
Spano |
President, CEO |
(262) 786-6363 |
WM |
dspano@annexwealth.com |
|
12700 W. Bluemound Rd. Suite 200 |
Elm Grove |
WI |
53122 |
United States of America |
North America |
https://www.linkedin.com/in/dave-spano-a24a685b/ |
|
|
|
|
https://www.linkedin.com/company/annex-wealth-management/ |
https://annexwealth.com/ |
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. |
|
| Annex Wealth Management |
Mark |
Oswald |
Chief Compliance Officer |
(262) 786-6363 |
WM |
moswald@annexwealth.com |
|
12700 W. Bluemound Rd. Suite 200 |
Elm Grove |
WI |
53122 |
United States of America |
North America |
https://www.linkedin.com/in/mark-m-oswald-95563914/ |
|
|
|
|
https://www.linkedin.com/company/annex-wealth-management/ |
https://annexwealth.com/ |
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. |
|
| Annex Wealth Management |
Derek |
Felske |
Chief Investment Officer |
(262) 786-6363 |
WM |
dfelske@annexwealth.com |
|
12700 W. Bluemound Rd. Suite 200 |
Elm Grove |
WI |
53122 |
United States of America |
North America |
https://www.linkedin.com/in/derek-felske-cfa-35238b8/ |
|
|
|
|
https://www.linkedin.com/company/annex-wealth-management/ |
https://annexwealth.com/ |
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. |
|
| Annex Wealth Management |
Melissa |
Case |
Chief Financial Officer |
(262) 786-6363 |
WM |
mcase@annexwealth.com |
|
12700 W. Bluemound Rd. Suite 200 |
Elm Grove |
WI |
53122 |
United States of America |
North America |
https://www.linkedin.com/in/melissa-case-cpa-01272635/ |
|
|
|
|
https://www.linkedin.com/company/annex-wealth-management/ |
https://annexwealth.com/ |
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. |
|
| Annex Wealth Management |
Mark |
Beck |
Director of Wealth Management Services |
(262) 786-6363 |
WM |
mbeck@annexwealth.com |
|
12700 W. Bluemound Rd. Suite 200 |
Elm Grove |
WI |
53122 |
United States of America |
North America |
https://www.linkedin.com/in/markjbeck/ |
|
|
|
|
https://www.linkedin.com/company/annex-wealth-management/ |
https://annexwealth.com/ |
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. |
|
| Antares Investment Management Inc. |
Gerry |
Bettig |
President |
(866) 975-3888 |
WM |
gbettig@antaresinvestment.ca |
info@antaresinvestment.ca |
814-1661 Portage Ave |
Winnipeg |
MB |
R3J 3T7 |
Canada |
North America |
https://www.linkedin.com/in/gerry-bettig-2b793b39/ |
|
|
|
|
https://www.linkedin.com/company/antares-investment-management-inc-/about/ |
http://antaresinvestment.ca/ |
Antares Investment Management is an independently-owned portfolio management firm which specializes in building and managing investment portfolios tailored to individual needs. The fee-for-service structure provides clients with a one-on-one relationship with a Portfolio Manager who is responsible for the overall day to day investment decisions. |
|
| Anthem Advisors, LLC |
Alexander |
Tecle |
Director of Wealth Management & Senior Wealth Advisor |
(305) 482-3002 |
WM |
at@anthemadvice.com |
info@anthemadvice.com |
117 NE 1st Avenue, 5th Floor |
Miami |
FL |
33132 |
United States of America |
North America |
https://www.linkedin.com/in/best-investment-adviser-miami/ |
|
2.015 |
|
|
https://www.linkedin.com/company/anthemadvisorsria/ |
https://www.anthemadvice.com/ |
As a Wealth Management firm in Miami, Anthem Advisors specializes in financial planning, risk management, tax planning, estate planning, and asset management. Charged with a fiduciary duty to always act in the best interest of our clients, Anthem Advisors will diligently help plan for your future by creating customized solutions and protecting the wealth accumulated during your life’s work. This is done with the creation of actionable financial plans and evidence-based investing. It is done with sound tax advice and risk management. Anthem Advisors prides itself on the service it provides to high-net worth families, philanthropists and entrepreneurs. Whether your need is a large-scale initiative or financial services for a niche investment opportunity requiring discretion and confidentiality, Anthem Advisors will be a valuable partner. |
|
| Anthem Advisors, LLC |
Charles |
Zimmerer |
Wealth Advisor |
(305) 482-3002 |
WM |
cz@anthemadvice.com |
info@anthemadvice.com |
117 NE 1st Avenue, 5th Floor |
Miami |
FL |
33132 |
United States of America |
North America |
https://www.linkedin.com/in/best-investment-advisor-miami/ |
|
2.015 |
|
|
https://www.linkedin.com/company/anthemadvisorsria/ |
https://www.anthemadvice.com/ |
As a Wealth Management firm in Miami, Anthem Advisors specializes in financial planning, risk management, tax planning, estate planning, and asset management. Charged with a fiduciary duty to always act in the best interest of our clients, Anthem Advisors will diligently help plan for your future by creating customized solutions and protecting the wealth accumulated during your life’s work. This is done with the creation of actionable financial plans and evidence-based investing. It is done with sound tax advice and risk management. Anthem Advisors prides itself on the service it provides to high-net worth families, philanthropists and entrepreneurs. Whether your need is a large-scale initiative or financial services for a niche investment opportunity requiring discretion and confidentiality, Anthem Advisors will be a valuable partner. |
|
| Anthem Advisors, LLC |
Jimmy |
Gonzalez |
Founder & Managing Director |
(305) 482-3002 |
WM |
jg@anthemadvice.com |
info@anthemadvice.com |
117 NE 1st Avenue, 5th Floor |
Miami |
FL |
33132 |
United States of America |
North America |
https://www.linkedin.com/in/jganthemadvisors/ |
|
2.015 |
|
|
https://www.linkedin.com/company/anthemadvisorsria/ |
https://www.anthemadvice.com/ |
As a Wealth Management firm in Miami, Anthem Advisors specializes in financial planning, risk management, tax planning, estate planning, and asset management. Charged with a fiduciary duty to always act in the best interest of our clients, Anthem Advisors will diligently help plan for your future by creating customized solutions and protecting the wealth accumulated during your life’s work. This is done with the creation of actionable financial plans and evidence-based investing. It is done with sound tax advice and risk management. Anthem Advisors prides itself on the service it provides to high-net worth families, philanthropists and entrepreneurs. Whether your need is a large-scale initiative or financial services for a niche investment opportunity requiring discretion and confidentiality, Anthem Advisors will be a valuable partner. |
|
| Apella Capital, LLC |
Diana |
Bacon |
Partner & Senior Financial Advisor |
Direct: (972) 239-2711, Mobile: (972)366-7293 |
WM |
dbacon@apellacapital.com |
info@apellacapital.com |
1808 South Good Latimer Expressway |
Dallas |
TX |
75226 |
United States of America |
North America |
https://www.linkedin.com/in/dianabaconcfp/ |
|
2.014 |
|
|
https://www.linkedin.com/company/apella-capital/ |
https://www.apellacapital.com/ |
Apella is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. |
|
| Apella Capital, LLC |
Alan |
Goldfarb |
Senior Financial Advisor |
(972) 239-2700 |
WM |
agoldfarb@apellacapital.com |
info@apellacapital.com |
1808 South Good Latimer Expressway |
Dallas |
TX |
75226 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/apella-capital/ |
https://www.apellacapital.com/ |
Apella is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. |
|
| Apella Capital, LLC |
Meghan |
Martin Gormley |
Operations and Client Relationship
Group Manager |
(860) 756-0950 |
WM |
mgormley@apellacapital.com |
info@apellacapital.com |
151 National Drive |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/meghan-martin-71574815a/ |
|
2.014 |
|
|
https://www.linkedin.com/company/apella-capital/ |
https://www.apellacapital.com/ |
Apella is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. |
|
| Apella Capital, LLC |
Shawn |
O'Sullivan |
Portfolio Analyst |
(860) 785-2260 |
WM |
sosullivan@apellacapital.com |
info@apellacapital.com |
151 National Drive |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/shawn-o-sullivan-00b2a9114/ |
|
2.014 |
|
|
https://www.linkedin.com/company/apella-capital/ |
https://www.apellacapital.com/ |
Apella is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. |
|
| Apex PWM Pte Ltd |
Alan |
Tang Tuck Soon |
Senior Financial Services Director |
65 6417 4418 |
WM |
admin.apexwealth@proinvest.com.sg |
admin.apexwealth@proinvest.com.sg |
112 Middle Rd #03-01 Midland House |
Singapore |
|
188970 |
Singapore |
Asia |
|
|
2.001 |
|
|
|
https://apexpwm.com.sg/ |
Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd (“PIAS”) is a multi-award winning financial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach. PIAS has one of the largest, most respected and fastest growing networks of financial consultants in Singapore. PIAS’ professional financial consultants provide sound and comprehensive financial advice at both individual and corporate levels. PIAS is an affiliate of Aviva group of companies. Recommendations provided to our clients may include insurance or investment products from the Aviva Group. |
|
| Apexium Financial |
Rob |
Brown |
Partner |
(212) 225-9500 |
WM |
rbrown@apexiumfin.com |
info@apexiumfin.com |
529 Fifth Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/robert-brown-8b03874/ |
|
2.015 |
|
|
https://www.linkedin.com/company/apexium-financial/ |
http://www.apexiumfin.com/ |
Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience. |
|
| Apexium Financial |
David |
Bruckman |
Partner |
(212) 225-9500 |
WM |
dbruckman@apexiumfin.com |
info@apexiumfin.com |
529 Fifth Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/david-bruckman-esq-ms-tax-clu-tep-13a49b13/ |
|
2.015 |
|
|
https://www.linkedin.com/company/apexium-financial/ |
http://www.apexiumfin.com/ |
Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience. |
|
| Apexium Financial |
Cory |
Chmelka |
Partner |
(212) 225-9500 |
WM |
cchmelka@apexiumfin.com |
info@apexiumfin.com |
529 Fifth Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/cory-chmelka-5659336/ |
|
2.015 |
|
|
https://www.linkedin.com/company/apexium-financial/ |
http://www.apexiumfin.com/ |
Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience. |
|
| Apexium Financial |
Alan |
Mandeloff |
Partner |
(212) 225-9500 |
WM |
amandeloff@apexiumfin.com |
info@apexiumfin.com |
529 Fifth Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/alanmandeloff/ |
|
2.015 |
|
|
https://www.linkedin.com/company/apexium-financial/ |
http://www.apexiumfin.com/ |
Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience. |
|
| Apexium Financial |
Matthew |
Marcello |
Partner, Chief Investment Officer |
(212) 225-9500 |
WM |
mmarcello@apexiumfin.com |
info@apexiumfin.com |
529 Fifth Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/matthewmarcello/ |
|
2.015 |
|
|
https://www.linkedin.com/company/apexium-financial/ |
http://www.apexiumfin.com/ |
Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience. |
|
| Appleton Partners, Inc. |
James |
Bosland |
Senior Vice President, Fixed Income Portfolio Manager |
(617) 338-0700 Ext. 726 |
WM |
jbosland@appletonpartners.com |
info@appletonpartners.com |
One Post Office Square, 6th Floor |
Boston |
MA |
o2109 |
United States of America |
North America |
https://www.linkedin.com/in/james-bosland-1b52739/ |
|
1.986 |
$8.2B |
|
https://www.linkedin.com/company/appleton-partners-inc./ |
http://www.appletonpartners.com/ |
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions.
Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. |
|
| Appleton Partners, Inc. |
Lauren |
Brown |
Vice President |
(617) 338-0700 |
WM |
LBrown@appletonpartners.com |
info@appletonpartners.com |
One Post Office Square, 6th Floor |
Boston |
MA |
o2109 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-brown-75a2775/ |
|
1.986 |
$8.2B |
|
https://www.linkedin.com/company/appleton-partners-inc./ |
http://www.appletonpartners.com/ |
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions.
Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. |
|
| Appleton Partners, Inc. |
Geoffrey |
Chamberlain |
President/CEO |
(617) 338-0700 Ext. 739 |
WM |
gchamberlain@appletonpartners.com |
info@appletonpartners.com |
One Post Office Square, 6th Floor |
Boston |
MA |
o2109 |
United States of America |
North America |
https://www.linkedin.com/in/geoff-chamberlain-6692bb99/ |
|
1.986 |
$8.2B |
|
https://www.linkedin.com/company/appleton-partners-inc./ |
http://www.appletonpartners.com/ |
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions.
Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. |
|
| Appleton Partners, Inc. |
Michele |
Hubley |
SVP, CCO & HR Director |
(617) 338-0700 Ext. 716 |
WM |
mhubley@appletonpartners.com |
info@appletonpartners.com |
One Post Office Square, 6th Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/michele-hubley-61274ba/ |
|
1.986 |
$8.2B |
|
https://www.linkedin.com/company/appleton-partners-inc./ |
http://www.appletonpartners.com/ |
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions.
Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. |
|
| Appleton Partners, Inc. |
Jeff |
Johnson |
Financial Services Executive |
(617) 338-0700 Ext. 738 |
WM |
jjohnson@appletonpartners.com |
info@appletonpartners.com |
One Post Office Square, 6th Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-johnson-56362711/ |
|
1.986 |
$8.2B |
|
https://www.linkedin.com/company/appleton-partners-inc./ |
http://www.appletonpartners.com/ |
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions.
Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. |
|
| Applied Capital Management Inc |
Andrew |
Broady |
President |
(603) 437-5056 |
WM |
planning@appliedcapitalmgmt.com |
planning@appliedcapitalmgmt.com |
50 Nashua Road, Suite 200 |
Londonderry |
NH |
03053 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-broady-cfp®-197630133/ |
|
1.985 |
|
|
https://www.linkedin.com/company/applied-capital-management-inc/ |
https://www.appliedcapitalmgmt.com/ |
Applied Capital Management is an independent financial services firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial plans coupled with unbiased advice and recommendations. Our utmost goal is to provide customized wealth plans that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams. |
Mailing Address:
P.O. Box 1437
Londonderry, NH 03053 |
| Applied Capital Management Inc |
David |
Hunt |
Wealth Management Associate |
(603) 437-5056 |
WM |
planning@appliedcapitalmgmt.com |
planning@appliedcapitalmgmt.com |
50 Nashua Road, Suite 200 |
Londonderry |
NH |
03053 |
United States of America |
North America |
https://www.linkedin.com/in/dwhunt/ |
|
1.985 |
|
|
https://www.linkedin.com/company/applied-capital-management-inc/ |
https://www.appliedcapitalmgmt.com/ |
Applied Capital Management is an independent financial services firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial plans coupled with unbiased advice and recommendations. Our utmost goal is to provide customized wealth plans that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams. |
Mailing Address:
P.O. Box 1437
Londonderry, NH 03053 |
| Apricity Wealth Management |
Ann |
Martin |
Founder and Financial Advisor |
(480) 799-8188 |
WM |
AMartin@ApricityWealthManagement.com |
|
4365 E. Pecos Road Suite 120 |
Gilbert |
AZ |
85295 |
United States of America |
North America |
https://www.linkedin.com/in/annbroganmartin/ |
|
|
|
|
|
https://www.apricitywealthmanagement.com/ |
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Aptus Wealth Planning |
Thomas |
Brown |
Co-Founder, Managing Director, Wealth Advisor |
(412) 324-2044 |
WM |
tom.brown@aptuswealthplanning.com |
info@aptuswealthplanning.com |
1 Bigelow Square, 20th Floor |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-scott-brown-crpc®-aams®-awma®-apma-a651138/ |
|
2.009 |
|
|
https://www.linkedin.com/company/aptus-wealth-planning/?originalSubdomain=ie |
https://www.aptuswealthplanning.com/ |
Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. |
|
| Aptus Wealth Planning |
Neal |
McGrath |
Co-Founder, Managing Director & Wealth Advisor |
(412) 904-2017 |
WM |
neal.mcgrath@aptuswealthplanning.com |
info@aptuswealthplanning.com |
1 Bigelow Square, 20th Floor |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/neal-mcgrath-aif®-crpc®-aams®-7493b766/ |
|
2.009 |
|
|
https://www.linkedin.com/company/aptus-wealth-planning/?originalSubdomain=ie |
https://www.aptuswealthplanning.com/ |
Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. |
|
| Aptus Wealth Planning |
Ray |
Hayes |
Director of Client Relations |
(412) 904-2017 |
WM |
ray.hayes@aptuswealthplanning.com |
info@aptuswealthplanning.com |
1 Bigelow Square, 20th Floor |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/aptus-wealth-planning/?originalSubdomain=ie |
https://www.aptuswealthplanning.com/ |
Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. |
|
| Aptus Wealth Planning |
Susan |
Weber |
Manager of Client Relations |
(412) 324-2044 |
WM |
susan.weber@aptuswealthplanning.com |
info@aptuswealthplanning.com |
1 Bigelow Square, 20th Floor |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/aptus-wealth-planning/?originalSubdomain=ie |
https://www.aptuswealthplanning.com/ |
Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. |
|
| Aptus Wealth Planning |
Heather |
McGrath |
Director of Operations |
(412) 904-2017 |
WM |
heather.mcgrath@aptuswealthplanning.com |
info@aptuswealthplanning.com |
1 Bigelow Square, 20th Floor |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/heather-mcgrath-2b979672/ |
|
2.009 |
|
|
https://www.linkedin.com/company/aptus-wealth-planning/?originalSubdomain=ie |
https://www.aptuswealthplanning.com/ |
Aptus Wealth Planning is a Pittsburgh-based group of professionals serving a select group of individuals, families, and businesses. Our mission is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. |
|
| Aqua Wealth Management S.A. |
Gustavo |
Jesus |
Partner |
55 (11) 2348-5570 |
WM |
gustavo@aquawm.com |
info@aquawm.com |
R. Funchal, 375 - 12 - Vila Olímpia |
Sao Paulo |
SP |
04533-014 |
Brazil |
South America |
https://www.linkedin.com/in/gustavo-jesus-8b66b716/ |
|
2.009 |
|
|
https://www.linkedin.com/company/aqua-wealth-management-s-a- |
http://aquawm.com/ |
We are a multi-family office working as a strategic ally of families who wish to manage their financial assets in an orderly and effective manner.
With offices in Sao Paulo, Montevideo and Miami, we create and implement the best solutions in order to reach families' goals concerning preservation, growth and inheritance of their financial assets. We conjugate our global market background and expertise with our impartial and customized vision, as a company whose mission is to understand and deal with a family's unique circumstances. As focused observers and actors, we make sure goals are reached through effective financial asset management. |
|
| Arabesque Singapore Pte Ltd |
Brace |
Young |
Partner, Head of USA |
65 6653 5318 |
WM |
brace.young@arabesque.com |
info@arabesque.com |
19 Cecil Street #04-01 |
Singapore |
|
049704 |
Singapore |
Asia |
https://www.linkedin.com/in/brace-young-a85a92/ |
|
2.013 |
|
|
https://www.linkedin.com/company/arabesque-group/ |
https://www.arabesque.com/ |
Established in 2013, the Arabesque Group is a leading global financial technology company that combines AI and ESG big data to assess the performance and sustainability of corporations worldwide. |
|
| Aragon Capital |
Ricardo |
Nieto |
Chief Investment Officer and CoFounder |
(786) 529-6540 |
WM |
ricardo.nieto@aragoncap.com |
info@aragoncap.com |
101 NE 3rd Ave Suite 1518 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/ricardo-nieto-477b71a/ |
|
2.013 |
|
|
https://www.linkedin.com/company/aragon-capital-llc/?originalSubdomain=ph |
http://www.aragoncapital.com/ |
Aragon Capital, LLC is an Independent Registered Advisory (RIA) located in the South Florida area providing comprehensive wealth management. We are a partnership resulting from a lifelong friendship and shared values. We manage investment portfolios for individuals, families, and trusts within the context of their overall financial profile and circumstances. We work with our clients to develop long term strategies for financial prosperity and serve as a trusted advisor to them. Our goal is to deliver superior service in your money matters so that you can focus on things that you enjoy in life
Aragon Capital LLC provides investment advice based exclusively on your unique circumstances. We help you develop realistic and achievable financial goals, then work with you to accomplish them through a constructive plan, together, on a continuing basis. |
|
| Aragon Capital |
Alberto |
Chocron |
COO and CoFounder |
(786) 529-6540 |
WM |
alberto.chocron@aragoncap.com |
info@aragoncap.com |
101 NE 3rd Ave Suite 1518 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/achocron/ |
|
2.013 |
|
|
https://www.linkedin.com/company/aragon-capital-llc/?originalSubdomain=ph |
http://www.aragoncapital.com/ |
Aragon Capital, LLC is an Independent Registered Advisory (RIA) located in the South Florida area providing comprehensive wealth management. We are a partnership resulting from a lifelong friendship and shared values. We manage investment portfolios for individuals, families, and trusts within the context of their overall financial profile and circumstances. We work with our clients to develop long term strategies for financial prosperity and serve as a trusted advisor to them. Our goal is to deliver superior service in your money matters so that you can focus on things that you enjoy in life
Aragon Capital LLC provides investment advice based exclusively on your unique circumstances. We help you develop realistic and achievable financial goals, then work with you to accomplish them through a constructive plan, together, on a continuing basis. |
|
| Aramis Capital SA |
Charles |
du Marais |
President & CEO |
41 327 211 745 |
WM |
cdmaramis@yahoo.com |
info@aramiscapital.com |
Rue du Bassin 14 |
Neuchâtel |
|
2000 |
Switzerland |
Europe |
https://www.linkedin.com/in/charles-du-marais-60bb6837/ |
Single Hedge Funds and FOHF (Funds of Hedge Funds) |
2.000 |
$142M |
|
https://www.linkedin.com/company/aramis-capital-sa/ |
http://www.aramiscapital.com/ |
Aramis Capital SA has successfully grown over more than 15 years in advising investors for extracting value in the financial markets. Our mission is to assist high net worth families and individuals, as well as protect and enhance their wealth with the highest degree of confidentiality. Aramis Capital provides multi-family office services for HNWI. |
|
| Arbor Wealth Management, LLC |
Margaret |
McDowell |
Founder and Principal |
(850) 608-6121 |
WM |
mmcdowell@arborwealth.net |
info@arborwealth.net |
8955 Emerald Coast Pkwy Suite 104 |
Miramar Beach |
FL |
32550 |
United States of America |
North America |
https://www.linkedin.com/in/margaret-r-mcdowell-4a897a98/ |
|
2.010 |
|
|
https://www.linkedin.com/company/arbor-wealth-management-llc/?originalSubdomain=ph |
https://www.arborwealth.net/ |
Arbor Wealth Management is a fee-only, fiduciary registered investment advisory firm located in Miramar Beach, FL. We work with individuals, families and businesses to holistically plan their financial futures and to meet each client's unique goals and objectives.
As a fee-only investment advisory firm, we employ a transparent flat-fee schedule for all of our wealth management and financial planning services. We don't sell financial products like annuities or mutual funds which may cause conflicts of interest. We don't accept commissions of any kind from any source, nor we ever charge our clients hidden fees. As a client, you can rest assured that every investment in your portfolio is meant to benefit you and was chosen only for that reason, not because we will receive compensation from choosing it. |
|
| Arcano Partners |
Álvaro |
de Remedios |
Chairman Arcano Group |
34 91 353 21 40 |
WM |
aderemedios@arcanogroup.com |
arcano_sp@arcanogroup.com |
C/ José Ortega y Gasset, 29 - 4ª Planta |
Madrid |
|
28006 |
Spain |
Europe |
https://www.linkedin.com/in/alvaro-de-remedios-347319b/ |
Investment Banking, Asset Management, and Wealth Management |
2.003 |
$700M |
|
https://www.linkedin.com/company/arcano |
https://www.arcanogroup.com/ |
Arcano Wealth Advisors is the Family Office of Arcano Group, a team of professionals offering a comprehensive and independent service to its customers. Arcano’s Family Office offers end-to-end advisory services for families and non-profit organizations on their assets (financial, property, projects and company holdings), with a view to preserving their wealth over time and with a global, independent approach. |
1 (646) 599-9599
Email: arcano_usa@arcanopartners.com |
| Arcano Partners |
Andrés |
Ribón |
Partner, Investment Banking Co-Head FIG |
34 91 353 21 40 |
WM |
aribon@arcanogroup.com |
arcano_sp@arcanogroup.com |
C/ José Ortega y Gasset, 29 - 4ª Planta |
Madrid |
|
28006 |
Spain |
Europe |
https://www.linkedin.com/in/andresribon/ |
Investment Banking, Asset Management, and Wealth Management |
2.003 |
$700M |
|
https://www.linkedin.com/company/arcano |
https://www.arcanogroup.com/ |
Arcano Wealth Advisors is the Family Office of Arcano Group, a team of professionals offering a comprehensive and independent service to its customers. Arcano’s Family Office offers end-to-end advisory services for families and non-profit organizations on their assets (financial, property, projects and company holdings), with a view to preserving their wealth over time and with a global, independent approach. |
1 (646) 599-9599
Email: arcano_usa@arcanopartners.com |
| Arcano Partners |
Iñigo |
Susaeta |
Partner – Family Office |
34 91 353 21 40 |
WM |
isusaeta@arcanogroup.com |
arcano_sp@arcanogroup.com |
C/ José Ortega y Gasset, 29 - 4ª Planta |
Madrid |
|
28006 |
Spain |
Europe |
https://www.linkedin.com/in/isusaeta/ |
Investment Banking, Asset Management, and Wealth Management |
2.003 |
$700M |
|
https://www.linkedin.com/company/arcano |
https://www.arcanogroup.com/ |
Arcano Wealth Advisors is the Family Office of Arcano Group, a team of professionals offering a comprehensive and independent service to its customers. Arcano’s Family Office offers end-to-end advisory services for families and non-profit organizations on their assets (financial, property, projects and company holdings), with a view to preserving their wealth over time and with a global, independent approach. |
1 (646) 599-9599
Email: arcano_usa@arcanopartners.com |
| Arcano Partners |
Jaime |
Carvajal |
Chief Executive Officer |
34 91 353 21 40 |
WM |
jcarvajal@arcanogroup.com |
arcano_sp@arcanogroup.com |
C/ José Ortega y Gasset, 29 - 4ª Planta |
Madrid |
|
28006 |
Spain |
Europe |
https://www.linkedin.com/in/jaime-carvajal-5a571a13/ |
Investment Banking, Asset Management, and Wealth Management |
2.003 |
$700M |
|
https://www.linkedin.com/company/arcano |
https://www.arcanogroup.com/ |
Arcano Wealth Advisors is the Family Office of Arcano Group, a team of professionals offering a comprehensive and independent service to its customers. Arcano’s Family Office offers end-to-end advisory services for families and non-profit organizations on their assets (financial, property, projects and company holdings), with a view to preserving their wealth over time and with a global, independent approach. |
1 (646) 599-9599
Email: arcano_usa@arcanopartners.com |
| Arcora Gestion S.A. |
Orel |
Kalomeni |
Founder & President |
41 223 216 015 |
WM |
kalomeni@arcora.ch |
info@arcora.ch |
Boulevard des Philosophes 7 |
Geneva |
|
1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/kalomeni-kalomeni-a7302b6/ |
|
|
€300M |
|
|
http://www.arcora.ch/ |
Arcora Gestion SA specializes in asset management and investment advice. Its objectives, in terms of integrity and quality of services, mirror the personality of its founder: Orel Kalomeni.
Our fundamental principles are professional ethics and a rigorous approach that respect the interests and privacy of our clients. We also are keen to establish a relationship of absolute safety between the parties. This relationship of trust, based on carefully listening to the client’s expectations, confidentiality and personalized advice is propitious for a long-term relationship. |
|
| Ares Management |
Michael |
Arougheti |
Director, CoFounder, CEO and President |
(310) 201-4100 |
WM |
marougheti@aresmgmt.com |
|
2000 Avenue of the Stars 12th Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/ares-management/ |
http://www.aresmgmt.com/ |
Ares Management Corporation is a publicly traded, leading global alternative asset manager with approximately $149 billion of assets under management,* and over 20 offices in the United States, Europe, Asia and Australia.* Since its inception in 1997, Ares has adhered to a disciplined investment philosophy that focuses on delivering strong risk-adjusted investment returns throughout market cycles. Ares believes each of its distinct but complementary investment groups in Credit, Private Equity and Real Estate is a market leader based on assets under management and investment performance. Ares was built upon the fundamental principle that each group benefits from being part of the greater whole. For more information, please visit www.aresmgmt.com. |
|
| Ares Management |
Michael |
McFerran |
Partner, EVP, CFO and COO |
(310) 201-4100 |
WM |
mmcferran@aresmgmt.com |
|
2000 Avenue of the Stars 12th Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mcferran-9332681/ |
|
1.997 |
|
|
https://www.linkedin.com/company/ares-management/ |
http://www.aresmgmt.com/ |
Ares Management Corporation is a publicly traded, leading global alternative asset manager with approximately $149 billion of assets under management,* and over 20 offices in the United States, Europe, Asia and Australia.* Since its inception in 1997, Ares has adhered to a disciplined investment philosophy that focuses on delivering strong risk-adjusted investment returns throughout market cycles. Ares believes each of its distinct but complementary investment groups in Credit, Private Equity and Real Estate is a market leader based on assets under management and investment performance. Ares was built upon the fundamental principle that each group benefits from being part of the greater whole. For more information, please visit www.aresmgmt.com. |
|
| Ares Management |
Bennett |
Rosenthal |
CoFounder, Director, Partner and CoChairman of Private Equity Group |
(310) 201-4100 |
WM |
brosenthal@aresmgmt.com |
|
2000 Avenue of the Stars 12th Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/bennett-rosenthal/ |
|
1.997 |
|
|
https://www.linkedin.com/company/ares-management/ |
http://www.aresmgmt.com/ |
Ares Management Corporation is a publicly traded, leading global alternative asset manager with approximately $149 billion of assets under management,* and over 20 offices in the United States, Europe, Asia and Australia.* Since its inception in 1997, Ares has adhered to a disciplined investment philosophy that focuses on delivering strong risk-adjusted investment returns throughout market cycles. Ares believes each of its distinct but complementary investment groups in Credit, Private Equity and Real Estate is a market leader based on assets under management and investment performance. Ares was built upon the fundamental principle that each group benefits from being part of the greater whole. For more information, please visit www.aresmgmt.com. |
|
| Ares Management |
Antony |
Ressler |
CoFounder and Executive Chairman |
(310) 201-4100 |
WM |
aressler@aresmgmt.com |
|
2000 Avenue of the Stars 12th Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/ares-management/ |
http://www.aresmgmt.com/ |
Ares Management Corporation is a publicly traded, leading global alternative asset manager with approximately $149 billion of assets under management,* and over 20 offices in the United States, Europe, Asia and Australia.* Since its inception in 1997, Ares has adhered to a disciplined investment philosophy that focuses on delivering strong risk-adjusted investment returns throughout market cycles. Ares believes each of its distinct but complementary investment groups in Credit, Private Equity and Real Estate is a market leader based on assets under management and investment performance. Ares was built upon the fundamental principle that each group benefits from being part of the greater whole. For more information, please visit www.aresmgmt.com. |
|
| Arete Wealth Management, LLC |
Joshua |
Rogers |
Founder, CEO, President and Wealth Advisor |
(312) 940-3684 |
WM |
joshua.rogers@aretewealth.com |
info@aretewealth.com |
1101 W. Lake Street, 1st Floor |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/joshuarogers/ |
|
2.007 |
$808 million |
|
https://www.linkedin.com/company/arete-wealth-management/ |
http://aretewealth.com/ |
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs. Annually, the firm ranks as one of the top Independent Broker-Dealers in alternative investment revenues from InvestmentNews. Headquartered in Chicago, Arete Wealth investments and services are offered through 35 offices and 145 registered advisors nationwide. |
|
| Arete Wealth Management, LLC |
David |
Hock |
COO and Financial Operations, Principal |
(312) 940-3684 |
WM |
david.hock@aretewealth.com |
info@aretewealth.com |
1101 W. Lake Street, 1st Floor |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/david-hock-88110b/ |
|
2.007 |
$808 million |
|
https://www.linkedin.com/company/arete-wealth-management/ |
http://aretewealth.com/ |
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs. Annually, the firm ranks as one of the top Independent Broker-Dealers in alternative investment revenues from InvestmentNews. Headquartered in Chicago, Arete Wealth investments and services are offered through 35 offices and 145 registered advisors nationwide. |
|
| Arete Wealth Management, LLC |
Bob |
Chung |
Chief Compliance Officer & General Counsel |
(312) 940-3684 |
WM |
bob.chung@aretewealth.com |
info@aretewealth.com |
1101 W. Lake Street, 1st Floor |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/unbo-bob-chung-jd-ll-m-58ab8921/ |
|
2.007 |
$808 million |
|
https://www.linkedin.com/company/arete-wealth-management/ |
http://aretewealth.com/ |
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs. Annually, the firm ranks as one of the top Independent Broker-Dealers in alternative investment revenues from InvestmentNews. Headquartered in Chicago, Arete Wealth investments and services are offered through 35 offices and 145 registered advisors nationwide. |
|
| Arete Wealth Management, LLC |
Jack |
Burk |
Partner, Wealth Advisor |
(312) 940-3684 |
WM |
jack.burk@aretewealth.com |
info@aretewealth.com |
1101 W. Lake Street, 1st Floor |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/unbo-bob-chung-jd-ll-m-58ab8921/ |
|
2.007 |
$808 million |
|
https://www.linkedin.com/company/arete-wealth-management/ |
http://aretewealth.com/ |
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs. Annually, the firm ranks as one of the top Independent Broker-Dealers in alternative investment revenues from InvestmentNews. Headquartered in Chicago, Arete Wealth investments and services are offered through 35 offices and 145 registered advisors nationwide. |
|
| Argent Wealth Management Inc. |
Kimberly |
Morrow |
Senior Financial Advisor |
(781) 290-4900 |
WM |
kmorrow@argentwm.com |
info@argentwm.com |
200 Fifth Ave. 7th Floor |
Waltham |
MA |
02451 |
United States of America |
North America |
https://www.linkedin.com/in/kim-morrow-cfp®-33bb2ab1/ |
|
2.007 |
$366.5M |
|
https://www.linkedin.com/company/argent-wealth-management/?originalSubdomain=ph |
http://argentwm.com/ |
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1992. With client-focused service, personal attention, and expertise, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our client's interests first, act with integrity and honesty, and strive for unmatched quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide successful strategies for our clients. |
|
| Argi Investment Services |
Joe |
Reeves |
CEO |
(502) 753-0609 |
WM |
joereeves@argi.net |
careers@argi.net |
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/joereeves/ |
|
1.995 |
$3B |
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
ARGI Financial Group is a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:
∙ Comprehensive financial planning
∙ Investment management
∙ Business management and accounting services
∙ Corporate benefits education for employees
∙ Business retirement plan management and consulting services
∙ Tax preparation and planning
ARGI Investment Services manages more than $3 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Paducah, KY, Bardstown, KY, Cincinnati, OH, Indianapolis, IN, Grand Rapids, MI, and Atlanta, GA and serve personal and business clients across the country. |
|
| Argi Investment Services |
Neil |
Quinlan |
President |
(502) 753-0609 |
WM |
neilquinlan@argi.net |
careers@argi.net |
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/neilquinlan1/ |
|
1.995 |
$3B |
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
ARGI Financial Group is a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:
∙ Comprehensive financial planning
∙ Investment management
∙ Business management and accounting services
∙ Corporate benefits education for employees
∙ Business retirement plan management and consulting services
∙ Tax preparation and planning
ARGI Investment Services manages more than $3 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Paducah, KY, Bardstown, KY, Cincinnati, OH, Indianapolis, IN, Grand Rapids, MI, and Atlanta, GA and serve personal and business clients across the country. |
|
| Argi Investment Services |
Angie |
Morrison |
CFO |
(502) 753-0609 |
WM |
angiemorrison@argi.net |
careers@argi.net |
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/angie-morrison-bb7490122/ |
|
1.995 |
$3B |
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
ARGI Financial Group is a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:
∙ Comprehensive financial planning
∙ Investment management
∙ Business management and accounting services
∙ Corporate benefits education for employees
∙ Business retirement plan management and consulting services
∙ Tax preparation and planning
ARGI Investment Services manages more than $3 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Paducah, KY, Bardstown, KY, Cincinnati, OH, Indianapolis, IN, Grand Rapids, MI, and Atlanta, GA and serve personal and business clients across the country. |
|
| Argi Investment Services |
Denise |
Bright |
Chief Operations Officer |
(502) 753-0609 |
WM |
denisebright@argi.net |
careers@argi.net |
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
|
|
1.995 |
$3B |
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
ARGI Financial Group is a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:
∙ Comprehensive financial planning
∙ Investment management
∙ Business management and accounting services
∙ Corporate benefits education for employees
∙ Business retirement plan management and consulting services
∙ Tax preparation and planning
ARGI Investment Services manages more than $3 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Paducah, KY, Bardstown, KY, Cincinnati, OH, Indianapolis, IN, Grand Rapids, MI, and Atlanta, GA and serve personal and business clients across the country. |
|
| Argi Investment Services |
Jan |
Peebles |
Chief Compliance Officer |
(502) 753-0609 |
WM |
janpeebles@argi.net |
careers@argi.net |
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/jan-peebles-iaccp-50763b186/ |
|
1.995 |
$3B |
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
ARGI Financial Group is a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:
∙ Comprehensive financial planning
∙ Investment management
∙ Business management and accounting services
∙ Corporate benefits education for employees
∙ Business retirement plan management and consulting services
∙ Tax preparation and planning
ARGI Investment Services manages more than $3 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Elizabethtown, KY, Paducah, KY, Bardstown, KY, Cincinnati, OH, Indianapolis, IN, Grand Rapids, MI, and Atlanta, GA and serve personal and business clients across the country. |
|
| Argosy Wealth Management |
Alexander |
Kimura |
Co-Founder |
(424) 212-4951 |
WM |
akimura@argosywm.com |
|
6310 S San Vicente Blvd., Suite 404 |
Los Angeles |
CA |
90048 |
United States of America |
North America |
https://www.linkedin.com/in/alex-kimura-cfp®-0009a497/ |
|
|
|
|
|
http://argosywm.com/ |
Argosy Wealth Management takes an intellectual approach to wealth management beginning with a unique planning methodology, the design of a custom investment portfolio aimed to reach goals, and an inspiration through understanding to live your best life. |
|
| Argosy Wealth Management |
Michael |
Karon |
Co-Founder |
(424) 212-4952 |
WM |
mkaron@argosywm.com |
|
6310 S San Vicente Blvd., Suite 404 |
Los Angeles |
CA |
90048 |
United States of America |
North America |
https://www.linkedin.com/in/michael-karon-cfp®-aif®-9a24757/ |
|
|
|
|
|
http://argosywm.com/ |
Argosy Wealth Management takes an intellectual approach to wealth management beginning with a unique planning methodology, the design of a custom investment portfolio aimed to reach goals, and an inspiration through understanding to live your best life. |
|
| Arista Wealth Management |
Paul |
Moffat |
President |
(702) 309-9970 |
WM |
paul@aristawealth.com |
support@aristawealth.com |
8876 Spanish Ridge Ave, Suite #202 |
Las Vegas |
NV |
89148 |
United States of America |
North America |
https://www.linkedin.com/in/aristify/ |
|
2.007 |
$509 million |
|
https://www.linkedin.com/company/arista-wealth-management/?originalSubdomain=ph |
https://www.aristawealth.com/ |
A fee-based investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual wealth. We are accredited fiduciaries that put your interests first and help build your wealth with simple solutions. |
|
| Arizona Private Wealth |
Chad |
Stauffacher |
Private Wealth Advisor, Managing Director |
Direct: (480) 927-3639, Mobile: (480) 606-2300 |
WM |
cstauffacher@ampf.com |
|
4040 E Camelback Rd., Suite 212 |
Phoenix |
AZ |
85018-8361 |
United States of America |
North America |
https://www.linkedin.com/in/chadstauffacher/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/arizona-private-wealth |
Arizona Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Arizona Private Wealth |
Kevin |
Golden |
Financial Advisor |
(480) 922-4209 |
WM |
kgolden@ampf.com |
|
4040 E Camelback Rd., Suite 212 |
Phoenix |
AZ |
85018-8361 |
United States of America |
North America |
https://www.linkedin.com/in/goldenkevinm/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/arizona-private-wealth |
Arizona Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Arizona Private Wealth |
Jeremy |
Kitamura |
Financial Advisor |
(480) 922-4216 |
WM |
jkitamura@ampf.com |
|
4040 E Camelback Rd., Suite 212 |
Phoenix |
AZ |
85018-8361 |
United States of America |
North America |
https://www.linkedin.com/in/jeremykitamura/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/arizona-private-wealth |
Arizona Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Arlington Capital Management |
Joseph |
LoPresti |
President & CIO |
(855) 471-5796 |
WM |
jl@arlington-capital.com |
inquiries@arlington-capital.com |
21 S. Evergreen Ave., Suite 100 |
Arlington Heights |
IL |
60005 |
United States of America |
North America |
https://www.linkedin.com/in/joeloprestiria/ |
|
2.000 |
$203.7M |
|
https://www.linkedin.com/company/arlington-capital-management/ |
https://www.arlington-capital.com/ |
ACM is a privately held, SEC (www.sec.gov) Registered Investment Advisory (RIA) firm specializing in providing portfolio management services to individuals, families and small businesses. Founded in 2000, ACM employs a proprietary proactive investment methodology. Our Proactive Asset Allocation Strategy (PAAS), Proactive Income Strategy and Proactive 401(k) Strategy have all been developed in-house, and all portfolio decisions are made internally by our Investment Policy Committee, chaired by Joseph LoPresti. As a fee-only RIA, our revenue is solely derived from the fees assessed on assets under our management. We do not earn commissions of any kind. As advisors held to the highest fiduciary standards in today’s financial services industry, we are obligated to act in the best interests of our clients. Arlington Capital Management currently has $203.7 million in client assets under advisement. Headquartered in suburban Chicago, client meeting facilities are available in San Jose, CA, Houston, TX, Brookfield, WI and Scottsdale, AZ. |
|
| Arlington Capital Management |
John |
Hollahan |
Senior Portfolio Manager |
(855) 471-5796 |
WM |
johnh@arlington-capital.com |
inquiries@arlington-capital.com |
21 S. Evergreen Ave., Suite 100 |
Arlington Heights |
IL |
60005 |
United States of America |
North America |
https://www.linkedin.com/in/john-hollahan-a8674792/ |
|
2.000 |
$203.7M |
|
https://www.linkedin.com/company/arlington-capital-management/ |
https://www.arlington-capital.com/ |
ACM is a privately held, SEC (www.sec.gov) Registered Investment Advisory (RIA) firm specializing in providing portfolio management services to individuals, families and small businesses. Founded in 2000, ACM employs a proprietary proactive investment methodology. Our Proactive Asset Allocation Strategy (PAAS), Proactive Income Strategy and Proactive 401(k) Strategy have all been developed in-house, and all portfolio decisions are made internally by our Investment Policy Committee, chaired by Joseph LoPresti. As a fee-only RIA, our revenue is solely derived from the fees assessed on assets under our management. We do not earn commissions of any kind. As advisors held to the highest fiduciary standards in today’s financial services industry, we are obligated to act in the best interests of our clients. Arlington Capital Management currently has $203.7 million in client assets under advisement. Headquartered in suburban Chicago, client meeting facilities are available in San Jose, CA, Houston, TX, Brookfield, WI and Scottsdale, AZ. |
|
| Arlington Capital Management |
Ion |
Botnari |
Information Technology Consultant |
(855) 471-5796 |
WM |
ion@arlington-capital.com |
inquiries@arlington-capital.com |
21 S. Evergreen Ave., Suite 100 |
Arlington Heights |
IL |
60005 |
United States of America |
North America |
https://www.linkedin.com/in/ibotnari/ |
|
2.000 |
$203.7M |
|
https://www.linkedin.com/company/arlington-capital-management/ |
https://www.arlington-capital.com/ |
ACM is a privately held, SEC (www.sec.gov) Registered Investment Advisory (RIA) firm specializing in providing portfolio management services to individuals, families and small businesses. Founded in 2000, ACM employs a proprietary proactive investment methodology. Our Proactive Asset Allocation Strategy (PAAS), Proactive Income Strategy and Proactive 401(k) Strategy have all been developed in-house, and all portfolio decisions are made internally by our Investment Policy Committee, chaired by Joseph LoPresti. As a fee-only RIA, our revenue is solely derived from the fees assessed on assets under our management. We do not earn commissions of any kind. As advisors held to the highest fiduciary standards in today’s financial services industry, we are obligated to act in the best interests of our clients. Arlington Capital Management currently has $203.7 million in client assets under advisement. Headquartered in suburban Chicago, client meeting facilities are available in San Jose, CA, Houston, TX, Brookfield, WI and Scottsdale, AZ. |
|
| Arlington Capital Management |
Martin |
Rheaume |
Lead Advisor |
(855) 471-5796 |
WM |
mrheaume@arlington-capital.com |
inquiries@arlington-capital.com |
21 S. Evergreen Ave., Suite 100 |
Arlington Heights |
IL |
60005 |
United States of America |
North America |
https://www.linkedin.com/in/marty-rheaume-a79b87111/ |
|
2.000 |
$203.7M |
|
https://www.linkedin.com/company/arlington-capital-management/ |
https://www.arlington-capital.com/ |
ACM is a privately held, SEC (www.sec.gov) Registered Investment Advisory (RIA) firm specializing in providing portfolio management services to individuals, families and small businesses. Founded in 2000, ACM employs a proprietary proactive investment methodology. Our Proactive Asset Allocation Strategy (PAAS), Proactive Income Strategy and Proactive 401(k) Strategy have all been developed in-house, and all portfolio decisions are made internally by our Investment Policy Committee, chaired by Joseph LoPresti. As a fee-only RIA, our revenue is solely derived from the fees assessed on assets under our management. We do not earn commissions of any kind. As advisors held to the highest fiduciary standards in today’s financial services industry, we are obligated to act in the best interests of our clients. Arlington Capital Management currently has $203.7 million in client assets under advisement. Headquartered in suburban Chicago, client meeting facilities are available in San Jose, CA, Houston, TX, Brookfield, WI and Scottsdale, AZ. |
|
| Arlington Capital Management |
Ronald |
Raqo |
Lead Advisor |
(855) 471-5796 |
WM |
rrago@arlington-capital.com |
inquiries@arlington-capital.com |
21 S. Evergreen Ave., Suite 100 |
Arlington Heights |
IL |
60005 |
United States of America |
North America |
https://www.linkedin.com/in/ronrago/ |
|
2.000 |
$203.7M |
|
https://www.linkedin.com/company/arlington-capital-management/ |
https://www.arlington-capital.com/ |
ACM is a privately held, SEC (www.sec.gov) Registered Investment Advisory (RIA) firm specializing in providing portfolio management services to individuals, families and small businesses. Founded in 2000, ACM employs a proprietary proactive investment methodology. Our Proactive Asset Allocation Strategy (PAAS), Proactive Income Strategy and Proactive 401(k) Strategy have all been developed in-house, and all portfolio decisions are made internally by our Investment Policy Committee, chaired by Joseph LoPresti. As a fee-only RIA, our revenue is solely derived from the fees assessed on assets under our management. We do not earn commissions of any kind. As advisors held to the highest fiduciary standards in today’s financial services industry, we are obligated to act in the best interests of our clients. Arlington Capital Management currently has $203.7 million in client assets under advisement. Headquartered in suburban Chicago, client meeting facilities are available in San Jose, CA, Houston, TX, Brookfield, WI and Scottsdale, AZ. |
|
| ARMOR Wealth Management |
Nancy |
Da-Thu Dinh |
President |
(469) 737-4142 |
WM |
NDinh@armorwealth.com |
askus@pennmutualws.com |
15851 Dallas Pkwy Suite 100 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/nancy-dinh-458609a/ |
|
1.972 |
|
|
https://www.linkedin.com/company/pennmutualwealthstrategies/ |
http://www.armorwealth.com/ |
We empower our clients with strategies designed to simplify and navigate life’s financial journey. We do that by offering strategic planning, wealth management services and financial products that are custom tailored to our clients’ specific needs.
Our process is unique. We take the time to understand your different and evolving needs, because we know it’s never “one size fits all”. That’s why we deliver personal care and attention and informed, relevant solutions. Our overall process consists of three steps focused on you: We meet with you to discuss your goals and help evaluate your financial situation, so we know what is important to you now and in the future. Next, we recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options. Finally, we help you implement your plan, in collaboration with your other professional advisers. |
|
| ARMOR Wealth Management |
David |
Ayres |
Managing Director |
(469) 737-4107 |
WM |
dayres@armorwealth.com |
askus@pennmutualws.com |
15851 Dallas Pkwy Suite 100 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/david-ayres-79a748/ |
|
1.972 |
|
|
https://www.linkedin.com/company/pennmutualwealthstrategies/ |
http://www.armorwealth.com/ |
We empower our clients with strategies designed to simplify and navigate life’s financial journey. We do that by offering strategic planning, wealth management services and financial products that are custom tailored to our clients’ specific needs.
Our process is unique. We take the time to understand your different and evolving needs, because we know it’s never “one size fits all”. That’s why we deliver personal care and attention and informed, relevant solutions. Our overall process consists of three steps focused on you: We meet with you to discuss your goals and help evaluate your financial situation, so we know what is important to you now and in the future. Next, we recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options. Finally, we help you implement your plan, in collaboration with your other professional advisers. |
|
| ARMOR Wealth Management |
Sharon |
Pierece |
Director of Marketing |
(469) 737-4005 |
WM |
spierce@armorwealth.com |
askus@pennmutualws.com |
15851 Dallas Pkwy Suite 100 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/sharonpiercealmiacs/ |
|
1.972 |
|
|
https://www.linkedin.com/company/pennmutualwealthstrategies/ |
http://www.armorwealth.com/ |
We empower our clients with strategies designed to simplify and navigate life’s financial journey. We do that by offering strategic planning, wealth management services and financial products that are custom tailored to our clients’ specific needs.
Our process is unique. We take the time to understand your different and evolving needs, because we know it’s never “one size fits all”. That’s why we deliver personal care and attention and informed, relevant solutions. Our overall process consists of three steps focused on you: We meet with you to discuss your goals and help evaluate your financial situation, so we know what is important to you now and in the future. Next, we recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options. Finally, we help you implement your plan, in collaboration with your other professional advisers. |
|
| ARMOR Wealth Management |
Michael |
Ware |
SVP |
(469) 737-4102 |
WM |
tware@armorwealth.com |
askus@pennmutualws.com |
15851 Dallas Pkwy Suite 100 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/trent-ware-61a4606/ |
|
1.972 |
|
|
https://www.linkedin.com/company/pennmutualwealthstrategies/ |
http://www.armorwealth.com/ |
We empower our clients with strategies designed to simplify and navigate life’s financial journey. We do that by offering strategic planning, wealth management services and financial products that are custom tailored to our clients’ specific needs.
Our process is unique. We take the time to understand your different and evolving needs, because we know it’s never “one size fits all”. That’s why we deliver personal care and attention and informed, relevant solutions. Our overall process consists of three steps focused on you: We meet with you to discuss your goals and help evaluate your financial situation, so we know what is important to you now and in the future. Next, we recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options. Finally, we help you implement your plan, in collaboration with your other professional advisers. |
|
| Armstrong Purselley Wealth Management Group |
Shawndi |
Purselley |
SVP - Investments, Financial Advisor |
(817) 952-7260 |
WM |
spurselley@ffec.com |
|
2324 Cheek-Sparger Road |
Bedford |
TX |
76021 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/armstrong-purselley-wealth-management-group/?originalSubdomain=ph |
http://www.armstrongpurselley.com/ |
We strive to build a roadmap to retirement which goes beyond financial planning in order to connect wealth to purpose in the lives and stories of our clients. Our goal is to simply help you achieve your long term financial goals, regardless of market conditions. |
|
| Armstrong Wealth Management |
Reginald |
Armstrong |
President, Client Wealth Manager & Partner |
(843) 292-9997 |
WM |
reginald.armstrong@lpl.com |
armstrongwealth@lpl.com |
1807 W Evans Street, Suite A |
Florence |
SC |
29501 |
United States of America |
North America |
https://www.linkedin.com/in/regiarmstrong/ |
|
2.002 |
|
|
https://www.linkedin.com/company/armstrong-wealth-management/?originalSubdomain=ph |
https://www.armstrongwealth.com/ |
Armstrong Wealth Management Group is a comprehensive wealth management firm dedicated to growing and protecting the wealth of doctors, retirees, and busy professionals. Our comprehensive WealthFoundation Process® ensures exceptional client service with clear communication, as well as our signature approach to potential market losses: WealthProtect System. Founded in 2002 by Reginald Armstrong, our Florence, SC based firm has grown to seven members, and together our financial advisors serve over $300 million in brokerage and advisory assets through LPL Financial for over 500 families locally and around the world |
|
| Armstrong Wealth Management |
Lee |
Carter III |
Client Wealth Manager & Partner |
(843) 292-9997 |
WM |
harry.carter@lpl.com |
armstrongwealth@lpl.com |
1807 W Evans Street, Suite A |
Florence |
SC |
29501 |
United States of America |
North America |
https://www.linkedin.com/in/hleecarter/ |
|
2.002 |
|
|
https://www.linkedin.com/company/armstrong-wealth-management/?originalSubdomain=ph |
https://www.armstrongwealth.com/ |
Armstrong Wealth Management Group is a comprehensive wealth management firm dedicated to growing and protecting the wealth of doctors, retirees, and busy professionals. Our comprehensive WealthFoundation Process® ensures exceptional client service with clear communication, as well as our signature approach to potential market losses: WealthProtect System. Founded in 2002 by Reginald Armstrong, our Florence, SC based firm has grown to seven members, and together our financial advisors serve over $300 million in brokerage and advisory assets through LPL Financial for over 500 families locally and around the world |
|
| Armstrong Wealth Management |
Matt |
Ridenhour |
Client Wealth Manager & Partner |
(843) 292-9997 |
WM |
matthew.ridenhour@lpl.com |
armstrongwealth@lpl.com |
1807 W Evans Street, Suite A |
Florence |
SC |
29501 |
United States of America |
North America |
https://www.linkedin.com/in/mattridenhour/ |
|
2.002 |
|
|
https://www.linkedin.com/company/armstrong-wealth-management/?originalSubdomain=ph |
https://www.armstrongwealth.com/ |
Armstrong Wealth Management Group is a comprehensive wealth management firm dedicated to growing and protecting the wealth of doctors, retirees, and busy professionals. Our comprehensive WealthFoundation Process® ensures exceptional client service with clear communication, as well as our signature approach to potential market losses: WealthProtect System. Founded in 2002 by Reginald Armstrong, our Florence, SC based firm has grown to seven members, and together our financial advisors serve over $300 million in brokerage and advisory assets through LPL Financial for over 500 families locally and around the world |
|
| Arnico S.A. |
Gérald |
Chenaud |
Managing Director |
41 227 326 181 |
WM |
gerald.chenaud@bluewin.ch |
arnico@bluewin.ch |
15 rue du Cendrier |
Geneva |
|
CH-1211 |
Switzerland |
Europe |
|
|
1.992 |
CHF 400M |
|
|
http://www.arnico.ch/ |
Created in 1992, our company developped thanks to the trust of foreign clients active in international trade and then to that of local small and medium-sized businesses. |
|
| Arnico S.A. |
Olivia |
Chenaud |
Senior Partner |
41 227 326 181 |
WM |
olivia.chenaud@bluewin.ch |
arnico@bluewin.ch |
15 rue du Cendrier |
Geneva |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/olivia-chenaud-79428940/ |
|
1.992 |
CHF 400M |
|
|
http://www.arnico.ch/ |
Created in 1992, our company developped thanks to the trust of foreign clients active in international trade and then to that of local small and medium-sized businesses. |
|
| ARQ Wealth Advisors LLC |
Rich |
Siegel |
CoFounder and Managing Partner |
(480) 634-1915 |
WM |
rich@arqwealth.com |
|
14500 N Northsight Blvd, Suite 200 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/rich-siegel-cfp®-87720549/ |
|
2.008 |
|
|
https://www.linkedin.com/company/arq-wealth-advisors-llc/ |
https://arqwealth.com/ |
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.
Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. The “right” question is unique. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. |
|
| ARQ Wealth Advisors LLC |
Greg |
Yocum |
CoFounder and Partner |
(480) 634-1916 |
WM |
greg@arqwealth.com |
|
14500 N Northsight Blvd, Suite 200 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/greg-yocum-cfp®-aif®-22885529/ |
|
2.008 |
|
|
https://www.linkedin.com/company/arq-wealth-advisors-llc/ |
https://arqwealth.com/ |
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.
Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. The “right” question is unique. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. |
|
| ARQ Wealth Advisors LLC |
Jay |
Robinson |
CoFounder and Partner |
(480) 214-9537 |
WM |
jay@arqwealth.com |
|
14500 N Northsight Blvd, Suite 200 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/jay-robinson-ricp®-aif®-17b3b32a/ |
|
2.008 |
|
|
https://www.linkedin.com/company/arq-wealth-advisors-llc/ |
https://arqwealth.com/ |
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.
Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. The “right” question is unique. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. |
|
| ARQ Wealth Advisors LLC |
John |
Remm |
Partner |
(480) 214-9539 |
WM |
john@arqwealth.com |
|
14500 N Northsight Blvd, Suite 200 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/jremm/ |
|
2.008 |
|
|
https://www.linkedin.com/company/arq-wealth-advisors-llc/ |
https://arqwealth.com/ |
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.
Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. The “right” question is unique. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. |
|
| Arrow Wealth Management |
Delvis |
Llanes |
Founder and Senior Financial Advisor |
(305) 440-4145 |
WM |
delvisllanes@gmail.com |
retire@arrowwealth.com |
801 Brickell Avenue Suite 900 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/delvis-llanes-98067015/ |
|
|
|
|
|
http://www.arrowwealth.com/ |
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals. |
|
| Arroyo Investment Group - Los Angeles Wealth Management |
John |
Odell |
CoFounder |
(626) 844-1441 |
WM |
jodell@arroyoinvestmentgroup.com |
info@arroyoinvestmentgroup.com |
15 South Raymond Avenue, Suite 200 |
Pasadena |
CA |
91105 |
United States of America |
North America |
https://www.linkedin.com/in/john-odell-2819b110/ |
|
2.000 |
|
|
https://www.linkedin.com/company/arroyo-investment-group-&-capital-research-&-consulting/ |
https://arroyoinvestmentgroup.com/ |
Arroyo Investment Group is a fee-only financial planning and investment management firm based in Pasadena, California. As a GIPS(r)-compliant firm, we bring institutional quality, high performance investment management and comprehensive financial planning to individuals and families. Our full-service, fiduciary advice is offered for one simple, all-inclusive fee. |
|
| Arroyo Investment Group - Los Angeles Wealth Management |
Mike |
Haney |
Director of Marketing |
(626) 844-1441 |
WM |
MHaney@arroyoinvestmentgroup.com |
info@arroyoinvestmentgroup.com |
15 South Raymond Avenue, Suite 200 |
Pasadena |
CA |
91105 |
United States of America |
North America |
https://www.linkedin.com/in/mike-haney-61277512/ |
|
2.000 |
|
|
https://www.linkedin.com/company/arroyo-investment-group-&-capital-research-&-consulting/ |
https://arroyoinvestmentgroup.com/ |
Arroyo Investment Group is a fee-only financial planning and investment management firm based in Pasadena, California. As a GIPS(r)-compliant firm, we bring institutional quality, high performance investment management and comprehensive financial planning to individuals and families. Our full-service, fiduciary advice is offered for one simple, all-inclusive fee. |
|
| Arroyo Investment Group - Los Angeles Wealth Management |
Lisa |
Taddeo |
VP of Operations |
(626) 844-1441 |
WM |
ltaddeo@arroyoinvestmentgroup.com |
info@arroyoinvestmentgroup.com |
15 South Raymond Avenue, Suite 200 |
Pasadena |
CA |
91105 |
United States of America |
North America |
https://www.linkedin.com/in/gabrielle-hindson-32b03a38/ |
|
2.000 |
|
|
https://www.linkedin.com/company/arroyo-investment-group-&-capital-research-&-consulting/ |
https://arroyoinvestmentgroup.com/ |
Arroyo Investment Group is a fee-only financial planning and investment management firm based in Pasadena, California. As a GIPS(r)-compliant firm, we bring institutional quality, high performance investment management and comprehensive financial planning to individuals and families. Our full-service, fiduciary advice is offered for one simple, all-inclusive fee. |
|
| ARS Wealth Advisors |
Tony |
Anderson |
President and CEO |
(727) 322-7681 |
WM |
tony.anderson@arswealth.com |
katie.frank@arswealth.com |
111 Second Avenue NE, Suite 1600 |
St. Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/tony-anderson-4b05bba/ |
|
|
$453 million |
|
https://www.linkedin.com/company/ars-wealth-advisors/ |
http://www.arswealth.com/ |
RS Wealth Advisors (formerly Anderson, Riley, & Spoor, P.A.) provides professional investment management for individuals, families, pension funds, trusts and corporations. Our investment advisory services can help you navigate today's complex and ever-changing financial markets. We apply a consistent investment approach to the investment process, which is critical to your financial success and your peace of mind. |
|
| ARS Wealth Advisors |
Andrew |
Swenson |
Chief Investment Officer |
(727) 322-7681 |
WM |
drew.swenson@arswealth.com |
katie.frank@arswealth.com |
111 Second Avenue NE, Suite 1600 |
St. Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/drewswensonarswealthwealth/ |
|
|
$453 million |
|
https://www.linkedin.com/company/ars-wealth-advisors/ |
http://www.arswealth.com/ |
RS Wealth Advisors (formerly Anderson, Riley, & Spoor, P.A.) provides professional investment management for individuals, families, pension funds, trusts and corporations. Our investment advisory services can help you navigate today's complex and ever-changing financial markets. We apply a consistent investment approach to the investment process, which is critical to your financial success and your peace of mind. |
|
| ARS Wealth Advisors |
Kurt |
Ulrich |
Senior Portfolio Manager |
(727) 322-7681 |
WM |
kurt.ulrich@arswealth.com |
katie.frank@arswealth.com |
111 Second Avenue NE, Suite 1600 |
St. Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/gkurtulrich/ |
|
|
$453 million |
|
https://www.linkedin.com/company/ars-wealth-advisors/ |
http://www.arswealth.com/ |
RS Wealth Advisors (formerly Anderson, Riley, & Spoor, P.A.) provides professional investment management for individuals, families, pension funds, trusts and corporations. Our investment advisory services can help you navigate today's complex and ever-changing financial markets. We apply a consistent investment approach to the investment process, which is critical to your financial success and your peace of mind. |
|
| ARS Wealth Advisors |
Michael |
Murray |
Senior Portfolio Manager & Director of Research |
(727) 322-7681 |
WM |
mike.murray@arswealth.com |
katie.frank@arswealth.com |
111 Second Avenue NE, Suite 1600 |
St. Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/michael-w-murray-cfa-64447968/ |
|
|
$453 million |
|
https://www.linkedin.com/company/ars-wealth-advisors/ |
http://www.arswealth.com/ |
RS Wealth Advisors (formerly Anderson, Riley, & Spoor, P.A.) provides professional investment management for individuals, families, pension funds, trusts and corporations. Our investment advisory services can help you navigate today's complex and ever-changing financial markets. We apply a consistent investment approach to the investment process, which is critical to your financial success and your peace of mind. |
|
| ARS Wealth Advisors |
Jennifer |
Facini |
Portfolio Manager |
(727) 322-7681 |
WM |
jennifer.facini@arswealth.com |
katie.frank@arswealth.com |
111 Second Avenue NE, Suite 1600 |
St. Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-facini-cfp®-1aaa1735/ |
|
|
$453 million |
|
https://www.linkedin.com/company/ars-wealth-advisors/ |
http://www.arswealth.com/ |
RS Wealth Advisors (formerly Anderson, Riley, & Spoor, P.A.) provides professional investment management for individuals, families, pension funds, trusts and corporations. Our investment advisory services can help you navigate today's complex and ever-changing financial markets. We apply a consistent investment approach to the investment process, which is critical to your financial success and your peace of mind. |
|
| Artemis Wealth Advisors |
Dave |
Duebendorfer |
President |
(212) 838-9000 |
WM |
jdd@artemiswa.com |
|
570 Lexington 39th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/dave-duebendorfer-65845a30/ |
|
|
|
|
|
http://artemiswa.com |
Artemis is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth management/advisory is our only business, and we only employ independent, unaffiliated managers (no placement fees or in-house products). |
|
| Artemis Wealth Advisors |
Peter |
Rup |
CEO and Chief Investment Officer |
(212) 838-9000 |
WM |
prup@artemiswa.com |
|
570 Lexington 39th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/peter-m-rup-a5001590/ |
|
|
|
|
|
http://artemiswa.com |
Artemis is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth management/advisory is our only business, and we only employ independent, unaffiliated managers (no placement fees or in-house products). |
|
| Artemis Wealth Advisors |
Ron |
Zdrojeski |
Director of Business Development |
(212) 838-9000 |
WM |
ron.zdrojeski@gmail.com |
|
570 Lexington 39th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/ron-zdrojeski-71048735/ |
|
|
|
|
|
http://artemiswa.com |
Artemis is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth management/advisory is our only business, and we only employ independent, unaffiliated managers (no placement fees or in-house products). |
|
| Artemis Wealth Advisors |
Joni |
Mancini |
CFO |
(212) 838-9000 |
WM |
jmancini@artemiswa.com |
|
570 Lexington 39th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/joni-mancini-72206034/ |
|
|
|
|
|
http://artemiswa.com |
Artemis is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth management/advisory is our only business, and we only employ independent, unaffiliated managers (no placement fees or in-house products). |
|
| Artemis Wealth Advisors |
Ana |
Schum |
Chief Administrator Officer |
(212) 838-9000 |
WM |
aschum@artemiswa.com |
|
570 Lexington 39th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/ana-o-schum-5117b536/ |
|
|
|
jtaphorn@artemiswa.com |
|
http://artemiswa.com |
Artemis is an independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to a select group of high net worth families and foundations. Wealth management/advisory is our only business, and we only employ independent, unaffiliated managers (no placement fees or in-house products). |
|
| Artorius Wealth Limited |
Gerard |
Lane |
Chief Investment Officer |
44 161 711-0736 |
WM |
gerard.lane@artorius.com |
enquiries@artorius.com |
2nd Floor, The Boardwalk, 21 Little Peter Street |
Manchester |
|
M15 4PS |
United Kingdom |
Europe |
https://www.linkedin.com/in/gerard-lane-48853436/ |
Alternative Investments, Managed Funds, Asset Classes, Hedge Funds, Private Equity and Venture Funds. |
2.014 |
|
|
https://www.linkedin.com/company/artorius-wealth/ |
http://www.artorius.com/ |
Artorius Wealth is a Multi-Family Office, providing bespoke financial solutions to HNW and UHNW clients. |
x |
| Artorius Wealth Limited |
Kevin |
Shone |
Managing Director Manchester & Head of Family Office Consulting |
44 161 711 0730 |
WM |
kevin.shone@artorius.com |
enquiries@artorius.com |
2nd Floor, The Boardwalk, 21 Little Peter Street |
Manchester |
|
M15 4PS |
United Kingdom |
Europe |
https://www.linkedin.com/in/kevin-shone-82632315/ |
Alternative Investments, Managed Funds, Asset Classes, Hedge Funds, Private Equity and Venture Funds. |
2.014 |
|
|
https://www.linkedin.com/company/artorius-wealth/ |
http://www.artorius.com/ |
Artorius Wealth is a Multi-Family Office, providing bespoke financial solutions to HNW and UHNW clients. |
x |
| Artorius Wealth Limited |
Stephen |
Swift |
Senior Client Partner |
44 203 039-3043 |
WM |
stephen.swift@artorius.com |
enquiries@artorius.com |
2nd Floor, The Boardwalk, 21 Little Peter Street |
Manchester |
|
M15 4PS |
United Kingdom |
Europe |
https://www.linkedin.com/in/stephen-swift-06b15118/ |
Alternative Investments, Managed Funds, Asset Classes, Hedge Funds, Private Equity and Venture Funds. |
2.014 |
|
|
https://www.linkedin.com/company/artorius-wealth/ |
http://www.artorius.com/ |
Artorius Wealth is a Multi-Family Office, providing bespoke financial solutions to HNW and UHNW clients. |
x |
| Ascend Wealth Pte. Ltd. |
Pietro |
Riccio |
Managing Director, Head of Investments & Senior Portfolio Manager |
65 6595 9000 |
WM |
pietro@ascend-wealth.com |
info@ascend-wealth.com |
133 Cecil Street, #18-02 Keck Seng Tower |
Singapore |
|
069535 |
Singapore |
Asia |
https://www.linkedin.com/in/pietro-riccio-476788135/ |
|
2.011 |
|
|
|
https://www.ascend-wealth.com/ |
Ascend Wealth is an independent wealth management company founded in 2010 to provide asset management services to high net worth individuals and families. As a privately owned firm, our Company is able to retain its operational independence. Therefore, we are always able to operate objectively in pursuing and securing our clients’ best interest. |
|
| Ascend Wealth Pte. Ltd. |
Bruno |
Remondini |
Managing Director, Head of Business Development & Senior Portfolio Manager |
65 6595 9000 |
WM |
bruno@ascend-wealth.com |
info@ascend-wealth.com |
133 Cecil Street, #18-02 Keck Seng Tower |
Singapore |
|
069535 |
Singapore |
Asia |
https://www.linkedin.com/in/bruno-remondini-9b750275/ |
|
2.011 |
|
|
|
https://www.ascend-wealth.com/ |
Ascend Wealth is an independent wealth management company founded in 2010 to provide asset management services to high net worth individuals and families. As a privately owned firm, our Company is able to retain its operational independence. Therefore, we are always able to operate objectively in pursuing and securing our clients’ best interest. |
|
| Ascendant Financial Solutions |
Keith |
Schaafsma |
Senior Investment Advisor |
(602) 263-8065 |
WM |
keith@ascendant-financial.com |
info@ascendant-financial.com |
2525 E. Arizona Biltmore Circle Suite C131 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/keith-schaafsma-mba-cfp-70875651/ |
|
|
|
|
|
http://www.ascendant-financial.com/ |
Ascendant Financial Solutions, Inc., founded nearly three decades ago, is an independent SEC Registered Investment Advisory firm based in Flagstaff and Phoenix, AZ. Today’s financial services environment is littered with companies claiming to offer investment and wealth management services that are specific to personal needs, making it difficult to find a firm that will truly keep your best interest in mind. As a firm and as individual advisors, we embrace and understand the faith that our clients place in our services and believe that client service, investment solutions, comprehensive planning and communication are priority number one and the key to client success. |
|
| Ascendant Financial Solutions |
Eric |
Souders |
Investment Advisor |
(602) 263-8065 |
WM |
eric@ascendant-financial.com |
info@ascendant-financial.com |
2525 E. Arizona Biltmore Circle Suite C131 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/eric-souders-36996262/ |
|
|
|
|
|
http://www.ascendant-financial.com/ |
Ascendant Financial Solutions, Inc., founded nearly three decades ago, is an independent SEC Registered Investment Advisory firm based in Flagstaff and Phoenix, AZ. Today’s financial services environment is littered with companies claiming to offer investment and wealth management services that are specific to personal needs, making it difficult to find a firm that will truly keep your best interest in mind. As a firm and as individual advisors, we embrace and understand the faith that our clients place in our services and believe that client service, investment solutions, comprehensive planning and communication are priority number one and the key to client success. |
|
| Ascendant Financial Solutions |
Jason |
Dittberner |
Wealth Management Advisor |
(602) 263-8065 |
WM |
jason@ascendant-financial.com |
info@ascendant-financial.com |
2525 E. Arizona Biltmore Circle Suite C131 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/jason-dittberner-awma®-26080582/ |
|
|
|
|
|
http://www.ascendant-financial.com/ |
Ascendant Financial Solutions, Inc., founded nearly three decades ago, is an independent SEC Registered Investment Advisory firm based in Flagstaff and Phoenix, AZ. Today’s financial services environment is littered with companies claiming to offer investment and wealth management services that are specific to personal needs, making it difficult to find a firm that will truly keep your best interest in mind. As a firm and as individual advisors, we embrace and understand the faith that our clients place in our services and believe that client service, investment solutions, comprehensive planning and communication are priority number one and the key to client success. |
|
| Ascent Retirement Advisors |
Bradley |
Christensen |
Investment Advisor |
(208) 890-0547 |
WM |
Brad@AscentRetirement.com |
Brad@AscentRetirement.com |
633 N 14th St |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/bradley-j-christensen-0424aa9/ |
|
2.018 |
|
|
|
http://ascentretirement.com/ |
Ascent Retirement Advisors specialize in corporate retirement plan investment advisory and help people develop an action plan for retirement. Ascent Retirement Advisors is affiliated with TownSquare Capital, LLC, an SEC Registered Investment Advisory Firm. |
|
| Ashfield Capital Partners, LLC |
J Stephen |
Lauck |
Chairman and Portfolio Manager |
(415) 391-4747 |
WM |
slauck@ashfield.com |
marketing@ashfield.com |
801 Montgomery Street Suite 200 |
San Francisco |
CA |
94133 |
United States of America |
North America |
|
|
1.973 |
$1B |
|
|
https://www.ashfield.com/ |
Since 1973, Ashfield has helped families make the critical decisions that often define their financial lives for decades into the future. From the beginning, Ashfield has built a platform of comprehensive investment management solutions for corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations, mutual funds, separately managed account/wrap programs and individual investors. Ashfield Capital Partners is an employee-owned firm including all members of the firm’s management team, all senior investment professionals, as well as the majority of the firm’s staff. We believe that employee ownership fosters a collaborative culture, encourages employee participation in the business and strengthens the firm’s entrepreneurial culture, while attracting and retaining key professionals across the organization. |
|
| Ashfield Capital Partners, LLC |
Peter |
Johnson |
CEO and Portfolio Manager |
(415) 391-4747 |
WM |
pjohnson@ashfield.com |
marketing@ashfield.com |
801 Montgomery Street Suite 200 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/peter-johnson-18715012/ |
|
1.973 |
$1B |
|
|
https://www.ashfield.com/ |
Since 1973, Ashfield has helped families make the critical decisions that often define their financial lives for decades into the future. From the beginning, Ashfield has built a platform of comprehensive investment management solutions for corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations, mutual funds, separately managed account/wrap programs and individual investors. Ashfield Capital Partners is an employee-owned firm including all members of the firm’s management team, all senior investment professionals, as well as the majority of the firm’s staff. We believe that employee ownership fosters a collaborative culture, encourages employee participation in the business and strengthens the firm’s entrepreneurial culture, while attracting and retaining key professionals across the organization. |
|
| Ashfield Capital Partners, LLC |
Lyman |
Howard |
Portfolio Manager |
(415) 391-4747 |
WM |
lhoward@ashfield.com |
marketing@ashfield.com |
801 Montgomery Street Suite 200 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/lyman-howard-4310124/ |
|
1.973 |
$1B |
|
|
https://www.ashfield.com/ |
Since 1973, Ashfield has helped families make the critical decisions that often define their financial lives for decades into the future. From the beginning, Ashfield has built a platform of comprehensive investment management solutions for corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations, mutual funds, separately managed account/wrap programs and individual investors. Ashfield Capital Partners is an employee-owned firm including all members of the firm’s management team, all senior investment professionals, as well as the majority of the firm’s staff. We believe that employee ownership fosters a collaborative culture, encourages employee participation in the business and strengthens the firm’s entrepreneurial culture, while attracting and retaining key professionals across the organization. |
|
| Ashfield Capital Partners, LLC |
Jeffrey |
Peters |
Manager of Investment Operations |
(415) 391-4747 |
WM |
jpeters@ashfield.com |
marketing@ashfield.com |
801 Montgomery Street Suite 200 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-peters-b9682baa/ |
|
1.973 |
$1B |
|
|
https://www.ashfield.com/ |
Since 1973, Ashfield has helped families make the critical decisions that often define their financial lives for decades into the future. From the beginning, Ashfield has built a platform of comprehensive investment management solutions for corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations, mutual funds, separately managed account/wrap programs and individual investors. Ashfield Capital Partners is an employee-owned firm including all members of the firm’s management team, all senior investment professionals, as well as the majority of the firm’s staff. We believe that employee ownership fosters a collaborative culture, encourages employee participation in the business and strengthens the firm’s entrepreneurial culture, while attracting and retaining key professionals across the organization. |
|
| Ashton Thomas Private Wealth, LLC |
Bratton |
DuBose |
Managing Wealth Advisor |
Direct: (406) 551-1500 |
WM |
bdubose@at-pw.com |
info@at-pw.com |
15279 N Scottsdale Rd., Suite B2-215 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/ashton-thomas-private-wealth/ |
https://ashtonthomaspw.com/ |
At Ashton Thomas, we want to think differently about wealth management, challenge the status quo and constantly push for reinvention. We believe that success is not an entitlement and that it has to be earned every day. Ashton Thomas thrives not just because of our investment advice, but because we’re at our best when we are creating enduring relationships and personal connections. We succeed by creating an experience that comes to life, in large part because of how we treat our employees, how we treat our advisors, how we treat our clients and how we give back to communities. Our core values of independence, excellence, integrity and respect form the foundation of everything that we do, and allow us to help put your wealth and life in harmony. |
|
| Ashton Thomas Private Wealth, LLC |
Becca |
Dammann |
Wealth Advisor |
Direct: (406) 551-1500 |
WM |
bdammann@at-pw.com |
info@at-pw.com |
15279 N Scottsdale Rd., Suite B2-215 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/becca-dammann-44910b1a9/ |
|
|
|
|
https://www.linkedin.com/company/ashton-thomas-private-wealth/ |
https://ashtonthomaspw.com/ |
At Ashton Thomas, we want to think differently about wealth management, challenge the status quo and constantly push for reinvention. We believe that success is not an entitlement and that it has to be earned every day. Ashton Thomas thrives not just because of our investment advice, but because we’re at our best when we are creating enduring relationships and personal connections. We succeed by creating an experience that comes to life, in large part because of how we treat our employees, how we treat our advisors, how we treat our clients and how we give back to communities. Our core values of independence, excellence, integrity and respect form the foundation of everything that we do, and allow us to help put your wealth and life in harmony. |
|
| Ashton Thomas Private Wealth, LLC |
Jason |
Buchanan |
Wealth Advisor |
Direct: (480) 203-6115 |
WM |
jbuchanan@at-pw.com |
info@at-pw.com |
15279 N Scottsdale Rd., Suite B2-215 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jasonmbuchanan/ |
|
|
|
|
https://www.linkedin.com/company/ashton-thomas-private-wealth/ |
https://ashtonthomaspw.com/ |
At Ashton Thomas, we want to think differently about wealth management, challenge the status quo and constantly push for reinvention. We believe that success is not an entitlement and that it has to be earned every day. Ashton Thomas thrives not just because of our investment advice, but because we’re at our best when we are creating enduring relationships and personal connections. We succeed by creating an experience that comes to life, in large part because of how we treat our employees, how we treat our advisors, how we treat our clients and how we give back to communities. Our core values of independence, excellence, integrity and respect form the foundation of everything that we do, and allow us to help put your wealth and life in harmony. |
|
| Ashton Thomas Private Wealth, LLC |
Andrew |
Schaefer |
Client Service Associate |
Direct: (406) 551-1500 |
WM |
aschaefer@at-pw.com |
info@at-pw.com |
15279 N Scottsdale Rd., Suite B2-215 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-schaefer-7b3944ab/ |
|
|
|
|
https://www.linkedin.com/company/ashton-thomas-private-wealth/ |
https://ashtonthomaspw.com/ |
At Ashton Thomas, we want to think differently about wealth management, challenge the status quo and constantly push for reinvention. We believe that success is not an entitlement and that it has to be earned every day. Ashton Thomas thrives not just because of our investment advice, but because we’re at our best when we are creating enduring relationships and personal connections. We succeed by creating an experience that comes to life, in large part because of how we treat our employees, how we treat our advisors, how we treat our clients and how we give back to communities. Our core values of independence, excellence, integrity and respect form the foundation of everything that we do, and allow us to help put your wealth and life in harmony. |
|
| Aspen Capital Management LLC |
Mike |
Mers |
Founder & Financial Advisor |
(208) 345-0174 |
WM |
mike@aspencapitalmgmt.com |
|
802 West Bannock Street, Suite 701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/mikemers/ |
|
2.002 |
$459M |
|
https://www.linkedin.com/company/aspen-capital-management/ |
https://www.aspencapitalmgmt.com/ |
Aspen Capital Management is a fully independent, fee-only Registered Investment Advisor specializing in financial planning and disciplined, long-term investment management services. Our client-centric approach ensures you can expect our integrity, expertise and objectivity to be both personal and responsive. Our clients are families, young professionals, and non-profit foundations. There are many situations where families or organizations have asked us to work with friends, family, or other non-profit organizations. |
|
| Aspen Capital Management LLC |
Katie |
Dow |
Financial Advisor |
(208) 345-0174 |
WM |
katie@aspencapitalmgmt.com |
|
802 West Bannock Street, Suite 701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/katietruscottdow/ |
|
2.002 |
$459M |
|
https://www.linkedin.com/company/aspen-capital-management/ |
https://www.aspencapitalmgmt.com/ |
Aspen Capital Management is a fully independent, fee-only Registered Investment Advisor specializing in financial planning and disciplined, long-term investment management services. Our client-centric approach ensures you can expect our integrity, expertise and objectivity to be both personal and responsive. Our clients are families, young professionals, and non-profit foundations. There are many situations where families or organizations have asked us to work with friends, family, or other non-profit organizations. |
|
| Aspen Capital Management LLC |
Rachel |
Rant |
Client Service Associate |
(208) 345-0174 |
WM |
rachel@aspencapitalmgmt.com |
|
802 West Bannock Street, Suite 701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/rachel-rant/ |
|
2.002 |
$459M |
|
https://www.linkedin.com/company/aspen-capital-management/ |
https://www.aspencapitalmgmt.com/ |
Aspen Capital Management is a fully independent, fee-only Registered Investment Advisor specializing in financial planning and disciplined, long-term investment management services. Our client-centric approach ensures you can expect our integrity, expertise and objectivity to be both personal and responsive. Our clients are families, young professionals, and non-profit foundations. There are many situations where families or organizations have asked us to work with friends, family, or other non-profit organizations. |
|
| Aspen Wealth Management |
Candace |
Scholz |
Certified Financial Planner |
(817) 546-6353 |
WM |
Candace@AspenWealthMgmt.com |
info@aspenwealthmgmt.com |
4200 S. Hulen, Ste. 422 |
Fort Worth |
TX |
76109 |
United States of America |
North America |
https://www.linkedin.com/in/candace-scholz-cfp®-ms-mha-80915865/ |
|
|
$46 million |
|
https://www.linkedin.com/company/hstephensgroup.com/ |
http://www.aspenwealthmgmt.com/ |
Aspen Wealth Management is a fee-only, comprehensive financial planning firm located in Fort Worth, TX. Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and resulting recommendations are designed to bring clarity for the specific circumstances and goals of each client. |
|
| Aspen Wealth Management |
Nathan |
Davis |
Financial Planner |
(817) 546-6353 |
WM |
Nathan@Aspenwealthmgmt.com |
info@aspenwealthmgmt.com |
4200 S. Hulen, Ste. 422 |
Fort Worth |
TX |
76109 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-davis-cfp®-985b5759/ |
|
|
$46 million |
|
https://www.linkedin.com/company/hstephensgroup.com/ |
http://www.aspenwealthmgmt.com/ |
Aspen Wealth Management is a fee-only, comprehensive financial planning firm located in Fort Worth, TX. Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and resulting recommendations are designed to bring clarity for the specific circumstances and goals of each client. |
|
| Aspen Wealth Management |
Helen |
Stephens |
Certified Financial Planner |
(817) 546-6353 |
WM |
Helen@AspenWealthMgmt.com |
info@aspenwealthmgmt.com |
4200 S. Hulen, Ste. 422 |
Fort Worth |
TX |
76109 |
United States of America |
North America |
https://www.linkedin.com/in/helenstephens1/ |
|
|
$46 million |
|
https://www.linkedin.com/company/hstephensgroup.com/ |
http://www.aspenwealthmgmt.com/ |
Aspen Wealth Management is a fee-only, comprehensive financial planning firm located in Fort Worth, TX. Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and resulting recommendations are designed to bring clarity for the specific circumstances and goals of each client. |
|
| Aspen Wealth Management |
Michelle |
Davila |
Financial Advisor |
(817) 546-6353 |
WM |
Michelle@AspenWealthMgmt.com |
info@aspenwealthmgmt.com |
4200 S. Hulen, Ste. 422 |
Fort Worth |
TX |
76109 |
United States of America |
North America |
https://www.linkedin.com/in/michellermoore/ |
|
|
$46 million |
|
https://www.linkedin.com/company/hstephensgroup.com/ |
http://www.aspenwealthmgmt.com/ |
Aspen Wealth Management is a fee-only, comprehensive financial planning firm located in Fort Worth, TX. Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and resulting recommendations are designed to bring clarity for the specific circumstances and goals of each client. |
|
| Aspiriant, LLC |
Rob |
Francais |
CEO, Principal |
(310) 806-4000 |
WM |
rfrancais@aspiriant.com |
manager.research@aspiriant.com |
11100 Santa Monica Boulevard Suite 600 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/rob-francais-0b982618/ |
|
|
$7,210 million |
|
https://www.linkedin.com/company/aspiriant/ |
http://aspiriant.com/ |
Aspiriant, LLC operates as an investment management firm. The Company provides investment advisory and financial planning services. Aspiriant serves corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, and other individuals in the United States. |
|
| Aspiriant, LLC |
Michael |
Kossman |
COO and CCO, Principal |
(310) 806-4000 |
WM |
mkossman@aspiriant.com |
manager.research@aspiriant.com |
11100 Santa Monica Boulevard Suite 600 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/michael-kossman-9a1b062/ |
|
|
$7,210 million |
|
https://www.linkedin.com/company/aspiriant/ |
http://aspiriant.com/ |
Aspiriant, LLC operates as an investment management firm. The Company provides investment advisory and financial planning services. Aspiriant serves corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, and other individuals in the United States. |
|
| Aspiriant, LLC |
Tom |
Tracy |
Chief Client Officer, Principal |
(310) 806-4000 |
WM |
ttracy@aspiriant.com |
manager.research@aspiriant.com |
11100 Santa Monica Boulevard Suite 600 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-tracy-97234b17/ |
|
|
$7,210 million |
|
https://www.linkedin.com/company/aspiriant/ |
http://aspiriant.com/ |
Aspiriant, LLC operates as an investment management firm. The Company provides investment advisory and financial planning services. Aspiriant serves corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, and other individuals in the United States. |
|
| Aspiriant, LLC |
Doug |
Hendrickson |
CFO, Principal |
(310) 806-4000 |
WM |
dhendrickson@aspiriant.com |
manager.research@aspiriant.com |
11100 Santa Monica Boulevard Suite 600 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/doughendrickson1/ |
|
|
$7,210 million |
|
https://www.linkedin.com/company/aspiriant/ |
http://aspiriant.com/ |
Aspiriant, LLC operates as an investment management firm. The Company provides investment advisory and financial planning services. Aspiriant serves corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, and other individuals in the United States. |
|
| Assante Wealth Management |
Steve |
Donald |
CEO |
(416) 348-9994 |
WM |
sdonald@assante.com |
service@assante.com |
199 Bay Street, Suite 2700 |
Toronto |
ON |
M5L 1E2 |
Canada |
North America |
https://www.linkedin.com/in/stevenjdonald/ |
|
1.995 |
$34 billion |
|
https://www.linkedin.com/company/assante-wealth-management/ |
https://www.assante.com/ |
Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 830 professional advisors who oversee over $47 billion of Canadian's family wealth. Assante is a subsidiary of CI Financial, a leading national investment company with approximately $177 billion in total assets as of September 30, 2019. |
|
| Assante Wealth Management |
Bob |
Dorrell |
SVP & COO |
(416) 348-9994 |
WM |
bdorrell@assante.com |
service@assante.com |
199 Bay Street, Suite 2700 |
Toronto |
ON |
M5L 1E2 |
Canada |
North America |
https://www.linkedin.com/in/bob-dorrell-cim-54716611/ |
|
1.995 |
$34 billion |
|
https://www.linkedin.com/company/assante-wealth-management/ |
https://www.assante.com/ |
Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 830 professional advisors who oversee over $47 billion of Canadian's family wealth. Assante is a subsidiary of CI Financial, a leading national investment company with approximately $177 billion in total assets as of September 30, 2019. |
|
| Asset Advisory Services, Inc. |
Curtis |
Francisco |
President |
(561) 747-9550 |
WM |
CurtFran@AssetAdvisoryServices.com |
Cathy@AssetAdvisoryServices.com |
2141 Alternate A1A South, Suite 310 |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/curtis-francisco-cfp-aif-61251347/ |
|
1.980 |
|
|
https://www.linkedin.com/company/asset-advisory-services-inc./ |
https://www.assetadvisoryservices.com/ |
At Asset Advisory Services, we take the time to get to know you and your family—and what’s most important to you. It’s what we call relationship investing, and it’s how we assess your present financial situation to help you pursue your goals, no matter what stage of life you’re in. |
|
| Asset Advisory Services, Inc. |
Joseph |
Francisco |
Vice President |
(561) 747-9550 |
WM |
Joe@AssetAdvisoryServices.com |
Cathy@AssetAdvisoryServices.com |
2141 Alternate A1A South, Suite 310 |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-c-francisco-aif®-642620164/ |
|
1.980 |
|
|
https://www.linkedin.com/company/asset-advisory-services-inc./ |
https://www.assetadvisoryservices.com/ |
At Asset Advisory Services, we take the time to get to know you and your family—and what’s most important to you. It’s what we call relationship investing, and it’s how we assess your present financial situation to help you pursue your goals, no matter what stage of life you’re in. |
|
| Asset Advisory Services, Inc. |
Lori |
Colclasure |
Wealth Advisor |
(561) 747-9550 |
WM |
Lori@AssetAdvisoryServices.com |
Cathy@AssetAdvisoryServices.com |
2141 Alternate A1A South, Suite 310 |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/loricolclasure/ |
|
1.980 |
|
|
https://www.linkedin.com/company/asset-advisory-services-inc./ |
https://www.assetadvisoryservices.com/ |
At Asset Advisory Services, we take the time to get to know you and your family—and what’s most important to you. It’s what we call relationship investing, and it’s how we assess your present financial situation to help you pursue your goals, no matter what stage of life you’re in. |
|
| Asset Advisory Services, Inc. |
Andrew |
Francisco |
Associate |
(561) 747-9550 |
WM |
Andrew@AssetAdvisoryServices.com |
Cathy@AssetAdvisoryServices.com |
2141 Alternate A1A South, Suite 310 |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-francisco-55179465/ |
|
1.980 |
|
|
https://www.linkedin.com/company/asset-advisory-services-inc./ |
https://www.assetadvisoryservices.com/ |
At Asset Advisory Services, we take the time to get to know you and your family—and what’s most important to you. It’s what we call relationship investing, and it’s how we assess your present financial situation to help you pursue your goals, no matter what stage of life you’re in. |
|
| Asset Preservation Advisors |
Kevin |
Woods |
Managing Partner & Chief Investment Officer |
(404) 261-1333 |
WM |
KWoods@assetpreservationadvisors.com |
contactus@assetpreservationadvisors.com |
3344 Peachtree Road, Suite 2050 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-woods-6b69b61/ |
|
1.989 |
$2.4B |
|
https://www.linkedin.com/company/asset-preservation-advisors |
http://www.assetpreservationadvisors.com/ |
Asset Preservation Advisors (APA) is a registered investment advisor founded in 1989. APA specializes in managing high quality tax-exempt and taxable municipal bond portfolios for other registered investment advisors, family wealth offices and institutional clients. |
|
| Asset Strategies, Inc. |
Alan |
Rothstein |
President |
(860) 673-5500 |
WM |
alan@assetstrats.com |
info@assetstrats.com |
80 West Avon Rd |
Avon |
CT |
06001 |
United States of America |
North America |
https://www.linkedin.com/in/alan-m-rothstein-56186113/ |
|
|
$299,562,620 |
|
https://www.linkedin.com/company/assetstrats |
https://www.assetstrats.com/ |
We are a full service, award-winning, fee-only financial advisory firm serving New England and New York Metro area with offices in Avon CT, Stamford CT, and New York NY. For over 30 years Asset Strategies has helped our clients build and adapt their financial plan, optimize their taxes, and grow and protect their wealth all under one roof! We believe that finances are systemic and nothing happens in a vacuum, so why not have your asset manager, your financial planner, your tax planner, and your tax preparer work together?
At Asset Strategies, we do just that. We provide comprehensive financial advice that considers all aspects of your financial picture. |
|
| Asset Strategies, Inc. |
Diann |
McChesney |
EVP & Chief Compliance Officer |
(860) 673-5500 |
WM |
diann@assetstrats.com |
info@assetstrats.com |
80 West Avon Rd |
Avon |
CT |
06001 |
United States of America |
North America |
https://www.linkedin.com/in/diannmcchesney/ |
|
|
$299,562,620 |
|
https://www.linkedin.com/company/assetstrats |
https://www.assetstrats.com/ |
We are a full service, award-winning, fee-only financial advisory firm serving New England and New York Metro area with offices in Avon CT, Stamford CT, and New York NY. For over 30 years Asset Strategies has helped our clients build and adapt their financial plan, optimize their taxes, and grow and protect their wealth all under one roof! We believe that finances are systemic and nothing happens in a vacuum, so why not have your asset manager, your financial planner, your tax planner, and your tax preparer work together?
At Asset Strategies, we do just that. We provide comprehensive financial advice that considers all aspects of your financial picture. |
|
| Asti Financial Management |
Julie |
Scates |
Founder and Principal |
(510) 525-8557 |
WM |
julie@astifinancial.com |
info@astifinancial.com |
1061 Eastshore Highway Suite 211 |
Albany |
CA |
94710 |
United States of America |
North America |
https://www.linkedin.com/in/astifinancial/ |
|
|
|
|
|
https://astifinancial.com/ |
Asti Financial Management, LLC was founded out of a desire to help individuals gain control over their finances and to maximize their wealth in order to realize their goals and dreams. Using our financial skills and knowledge, we help clients live a healthy, balanced life that is free from the stress of worrying about their financial futures. |
|
| Astor Financial Group |
Stacy |
Hering Astor |
Founder |
(415) 544-0609 |
WM |
stacy@astorfg.com |
info@astorfg.com |
38 Miller Ave., Suite 200 |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/stacyheringastor/ |
|
1.989 |
|
|
https://www.linkedin.com/company/astorfinancialgroup/ |
https://www.astorfg.com/ |
Astor Financial Group is a boutique consultancy serving both businesses and individuals. AFG’s HR and investment advisory specializes in supporting interim CFOs, HR directors and founders. We help individuals understand their comprehensive financial picture and craft holistic wealth management strategies. |
|
| Astor Financial Group |
Cece |
Gapunuan |
Financial Advisor |
(415) 544-0609 |
WM |
cece@astorfg.com |
info@astorfg.com |
38 Miller Ave., Suite 200 |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/cecegapunuan/ |
|
1.989 |
|
|
https://www.linkedin.com/company/astorfinancialgroup/ |
https://www.astorfg.com/ |
Astor Financial Group is a boutique consultancy serving both businesses and individuals. AFG’s HR and investment advisory specializes in supporting interim CFOs, HR directors and founders. We help individuals understand their comprehensive financial picture and craft holistic wealth management strategies. |
|
| Astor Financial Group |
Jeanine |
Gibson |
Health, Disability, Life & Long Term Care specialist & Business Manager |
(415) 544-0609 |
WM |
jeanine@astorfg.com |
info@astorfg.com |
38 Miller Ave., Suite 200 |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/jeanine-gibson-56926429/ |
|
1.989 |
|
|
https://www.linkedin.com/company/astorfinancialgroup/ |
https://www.astorfg.com/ |
Astor Financial Group is a boutique consultancy serving both businesses and individuals. AFG’s HR and investment advisory specializes in supporting interim CFOs, HR directors and founders. We help individuals understand their comprehensive financial picture and craft holistic wealth management strategies. |
|
| Atalanta Sosnoff Management, LLC |
Jerry |
Thunelius |
Managing Director/ Senior Fixed Income Portfolio Manager |
(212) 878-7584 |
WM |
jt@atalantasosnoff.com |
|
505 5th Avenue, 17th Floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
1.981 |
$6.8B |
|
https://www.linkedin.com/company/atalanta-capital/ |
http://www.atalantasosnoff.com/ |
Atalanta Sosnoff is a New York based SEC registered investment advisor dedicated to achieving outperformance versus relevant benchmarks and peers regardless of the market environment. We are defined by our investment research, dedicated client service, and high ethical standards. |
|
| Atalanta Sosnoff Management, LLC |
Robert (Rob) |
Ruland |
SVP / Director of Research |
(212) 867-5000 |
WM |
rfr@atalantasosnoff.com |
|
505 5th Avenue, 17th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/robert-ruland-cfa-5878b8130/ |
|
1.981 |
$6.8B |
|
https://www.linkedin.com/company/atalanta-capital/ |
http://www.atalantasosnoff.com/ |
Atalanta Sosnoff is a New York based SEC registered investment advisor dedicated to achieving outperformance versus relevant benchmarks and peers regardless of the market environment. We are defined by our investment research, dedicated client service, and high ethical standards. |
|
| Atalanta Sosnoff Management, LLC |
Richard |
Maresca |
Senior Managing Director |
(212) 878-7581 |
WM |
rm@atalantasosnoff.com |
|
505 5th Avenue, 17th Floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
1.981 |
$6.8B |
|
https://www.linkedin.com/company/atalanta-capital/ |
http://www.atalantasosnoff.com/ |
Atalanta Sosnoff is a New York based SEC registered investment advisor dedicated to achieving outperformance versus relevant benchmarks and peers regardless of the market environment. We are defined by our investment research, dedicated client service, and high ethical standards. |
|
| Atalanta Sosnoff Management, LLC |
Joseph |
Sileo Jr |
Managing Director / Senior Fixed Income Portfolio Manager |
(212) 878-7578 |
WM |
jvs@atalantasosnoff.com |
|
505 5th Avenue, 17th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/joe-sileo-3441a854/ |
|
1.981 |
$6.8B |
|
https://www.linkedin.com/company/atalanta-capital/ |
http://www.atalantasosnoff.com/ |
Atalanta Sosnoff is a New York based SEC registered investment advisor dedicated to achieving outperformance versus relevant benchmarks and peers regardless of the market environment. We are defined by our investment research, dedicated client service, and high ethical standards. |
|
| Atchley Financial Group |
Les |
Atchley |
President |
(208) 664-1900 |
WM |
les@atchleyfinancial.com |
chelsey@atchleyfinancial.com |
601 Front Avenue, Suite 203 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/les-atchley-2b379215a/ |
|
|
|
|
|
https://www.atchleyfinancial.com/ |
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. |
|
| Atchley Financial Group |
Janet |
Atchley |
COO |
(208) 664-1900 |
WM |
janet@atchleyfinancial.com |
chelsey@atchleyfinancial.com |
601 Front Avenue, Suite 203 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
|
|
|
|
|
|
https://www.atchleyfinancial.com/ |
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. |
|
| Atchley Financial Group |
Aimee |
Tanneberger |
Financial Advisor |
(208) 664-1900 |
WM |
aimee@atchleyfinancial.com |
chelsey@atchleyfinancial.com |
601 Front Avenue, Suite 203 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/aimee-tanneberger-cfp-6722aa7/ |
|
|
|
|
|
https://www.atchleyfinancial.com/ |
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. |
|
| Atchley Financial Group |
Michael |
Tanneberger |
Financial Advisor |
(208) 664-1900 |
WM |
michael@atchleyfinancial.com |
chelsey@atchleyfinancial.com |
601 Front Avenue, Suite 203 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/michael-tanneberger-b229463a/ |
|
|
|
|
|
https://www.atchleyfinancial.com/ |
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. |
|
| Athena Private Wealth |
Daniel |
Alberth |
Manager, Wealth Advisor |
(847) 299-8877 |
WM |
dan.alberth@athenaprivatewealth.com |
advisors@athenaprivatewealth.com |
680 Lee Street |
Des Plaines |
IL |
60016 |
United States of America |
North America |
https://www.linkedin.com/in/dan-alberth-105b8694/ |
|
2.000 |
|
|
https://www.linkedin.com/company/athena-private-wealth |
http://www.athenaprivatewealth.com/ |
Your wealth is more than just your money. Your financial decisions significantly affect your freedom, loved ones, your health, and your well-being. Those decisions also represent who you are, or who you wish to become.
Experience a unique planning process with our team. We help you plan and manage every area of your finances on an ongoing basis. |
|
| Athena Private Wealth |
Brian |
Beasley |
Manager, Wealth Advisor, Chief Compliance Officer |
(847) 299-8877 |
WM |
brian.beasley@athenaprivatewealth.com |
advisors@athenaprivatewealth.com |
680 Lee Street |
Des Plaines |
IL |
60016 |
United States of America |
North America |
https://www.linkedin.com/in/briancbeasley/ |
|
2.000 |
|
|
https://www.linkedin.com/company/athena-private-wealth |
http://www.athenaprivatewealth.com/ |
Your wealth is more than just your money. Your financial decisions significantly affect your freedom, loved ones, your health, and your well-being. Those decisions also represent who you are, or who you wish to become.
Experience a unique planning process with our team. We help you plan and manage every area of your finances on an ongoing basis. |
|
| Athena Private Wealth |
Thomas |
Stecich |
Manager, Wealth Advisor |
(847) 299-8877 |
WM |
tom.stecich@athenaprivatewealth.com |
advisors@athenaprivatewealth.com |
680 Lee Street |
Des Plaines |
IL |
60016 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-stecich-31389650/ |
|
2.000 |
|
|
https://www.linkedin.com/company/athena-private-wealth |
http://www.athenaprivatewealth.com/ |
Your wealth is more than just your money. Your financial decisions significantly affect your freedom, loved ones, your health, and your well-being. Those decisions also represent who you are, or who you wish to become.
Experience a unique planning process with our team. We help you plan and manage every area of your finances on an ongoing basis. |
|
| Athlete Wealth Management Group |
Erik |
Averill |
CoFounder |
(323) 940-1339 |
WM |
erik@athletewealth.com |
|
11201 N Tatum Blvd., Suite 300 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/erikaverill/ |
|
|
|
|
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
|
| Athlete Wealth Management Group |
Brandon |
Averill |
Managing Partner |
(323) 940-1339 |
WM |
brandon@athletewealth.com |
|
11201 N Tatum Blvd., Suite 300 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/brandonaverill/ |
|
|
|
|
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
|
| Athlete Wealth Management Group |
Robert |
McConchie |
Partner |
(323) 940-1339 |
WM |
robert@athletewealth.com |
|
11201 N Tatum Blvd., Suite 300 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
|
| Athlete Wealth Management Group |
Justin |
Dyer |
Chief Investment Officer |
(323) 940-1339 |
WM |
justin@awmcap.com |
|
11201 N Tatum Blvd., Suite 300 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/justin-dyer-cfa-cfp/ |
|
|
|
|
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
|
| Atlantic Trust Private Wealth Management |
Barry |
Berlin |
Managing Director |
(404) 881-3400 |
WM |
bberlin@atlantictrust.com |
inquiry@atlantictrust.com |
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/barry-n-berlin-cfa-0760a35/ |
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
1.923 |
$19.9B |
|
https://www.linkedin.com/company/atlantic-trust |
http://www.atlantictrust.com/ |
Atlantic Trust has built a legacy of trust since the early 1920s* by serving as a trusted advisor for wealthy individuals and their families, as well as foundations and endowments. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset. Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires. |
|
| Atlantic Trust Private Wealth Management |
David |
Donabedian |
CIO |
(404) 881-3400 |
WM |
ddonabedian@atlantictrust.com |
inquiry@atlantictrust.com |
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
|
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
1.923 |
$19.9B |
|
https://www.linkedin.com/company/atlantic-trust |
http://www.atlantictrust.com/ |
Atlantic Trust has built a legacy of trust since the early 1920s* by serving as a trusted advisor for wealthy individuals and their families, as well as foundations and endowments. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset. Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires. |
|
| Atlantic Trust Private Wealth Management |
Eric |
Propper |
President and COO |
(404) 881-3400 |
WM |
epropper@atlantictrust.com |
inquiry@atlantictrust.com |
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/eric-propper-4b216421/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.923 |
$19.9B |
|
https://www.linkedin.com/company/atlantic-trust |
http://www.atlantictrust.com/ |
Atlantic Trust has built a legacy of trust since the early 1920s* by serving as a trusted advisor for wealthy individuals and their families, as well as foundations and endowments. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset. Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires. |
|
| Atlantic Trust Private Wealth Management |
John |
Markwalter |
Senior Managing Director, Invesco; Chairman and Chief Executive Officer, Atlantic Trust |
(404) 881-3400 |
WM |
jmarkwalter@atlantictrust.com |
inquiry@atlantictrust.com |
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/jack-markwalter-b828874/ |
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
1.923 |
$19.9B |
|
https://www.linkedin.com/company/atlantic-trust |
http://www.atlantictrust.com/ |
Atlantic Trust has built a legacy of trust since the early 1920s* by serving as a trusted advisor for wealthy individuals and their families, as well as foundations and endowments. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset. Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires. |
|
| Atlantic Trust Private Wealth Management |
Linda |
Beerman |
Chief Fiduciary and Risk Officer |
(404) 881-3400 |
WM |
lbeerman@atlantictrust.com |
inquiry@atlantictrust.com |
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/linda-beerman-89665313/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.923 |
$19.9B |
|
https://www.linkedin.com/company/atlantic-trust |
http://www.atlantictrust.com/ |
Atlantic Trust has built a legacy of trust since the early 1920s* by serving as a trusted advisor for wealthy individuals and their families, as well as foundations and endowments. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset. Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires. |
|
| Atlantic Wealth Management |
Alex |
Martinez |
CEO |
(954) 315-3921 |
WM |
info@atlwealth.com |
info@atlwealth.com |
110 East Broward Blvd Suite 1700 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
|
|
|
|
|
|
http://www.atlwealth.com/ |
Atlantic Wealth Management and our advisors are dedicated, experienced and
committed professionals who will assist you and your family in achieving your
financial goals.
The company was formed to bring access to wealth management products and services to
individuals and businesses alike. It is our everyday duty to thoroughly research
globally and find the best investment opportunities available to our clients
domestically & globally. |
|
| Atlas Financial Group, LLC |
John |
Heise |
Financial Planner/Investment Advisor Representative |
(603) 581-7125 |
WM |
jheise@afgplanning.com |
jheise@afgplanning.com |
53 Goffstown Road, Suite B |
Manchester |
NH |
03102 |
United States of America |
North America |
https://www.linkedin.com/in/john-heise-cfp®-clu®-chfc®-cltc®-aif®-8274402/ |
|
2.001 |
|
|
|
http://www.afgplanning.com/ |
Atlas Financial Group is a boutique firm, our advisers specialize in two core services, employer sponsored retirement plans and individual wealth management. Our goal is to represent clients the way we would want to be represented. We believe in being objective, independent, fair, and unbiased in our process. We understand that every plan sponsor and every individual are unique and should be represented as such. |
|
| Atlas Private Wealth Management, LLC |
Gregory |
Britton |
President and CEO |
(800) 432-7447 Ext. 149 |
WM |
gbritton@atlaspwm.com |
inquiries@atlaspwm.com |
3 Atrium Drive, Suite 265 |
Albany |
NY |
12205 |
United States of America |
North America |
https://www.linkedin.com/in/gregorybritton/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/atlaspwm/ |
https://atlaspwm.com/ |
We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefit of knowing that a team of experienced professionals is providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them. |
|
| Atlas Private Wealth Management, LLC |
Kristen |
Schreer |
COO |
(800) 432-7447 Ext. 104 |
WM |
kschreer@atlaspwm.com |
inquiries@atlaspwm.com |
3 Atrium Drive, Suite 265 |
Albany |
NY |
12205 |
United States of America |
North America |
https://www.linkedin.com/in/kristen-schreer-mba-pmp-05509a137/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/atlaspwm/ |
https://atlaspwm.com/ |
We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefit of knowing that a team of experienced professionals is providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them. |
|
| Atlas Private Wealth Management, LLC |
John |
Ogle |
Chief Investment Officer |
(800) 432-7447 Ext. 121 |
WM |
jcogle@atlaspwm.com |
inquiries@atlaspwm.com |
3 Atrium Drive, Suite 265 |
Albany |
NY |
12205 |
United States of America |
North America |
https://www.linkedin.com/in/jogle1/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/atlaspwm/ |
https://atlaspwm.com/ |
We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefit of knowing that a team of experienced professionals is providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them. |
|
| Atlas Private Wealth Management, LLC |
Toby |
Potterton |
Managing Director |
(800) 432-7447 Ext. 113 |
WM |
tpotterton@atlaspwm.com |
inquiries@atlaspwm.com |
3 Atrium Drive, Suite 265 |
Albany |
NY |
12205 |
United States of America |
North America |
https://www.linkedin.com/in/toby-potterton-crpc®-233671b/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/atlaspwm/ |
https://atlaspwm.com/ |
We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefit of knowing that a team of experienced professionals is providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them. |
|
| Atlas Wealth Advisors |
Kyle |
Walters |
Managing Director |
(972) 421-2097 |
WM |
kwalters@atlaswa.com |
|
10000 N Central Expresswa Suite 700 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/kyledwalters/ |
|
|
|
|
https://www.linkedin.com/company/atlas-wealth-advisors/ |
https://www.atlaswealthadvisors.com/ |
Your wealth journey has been and will be as distinctive as you are.
At Atlas, our advisors act as your guides, using their knowledge and passion to translate complex financial issues into simplified action plans that you can easily understand and follow.
Managing wealth can be an intimidating journey laced with emotion and nuance. To do it right, you need extensive time, resources, and knowledge. At best, it’s a process that takes precious time away from family and leisure activities. At worst, you could make uninformed, irrevocable decisions that could negatively impact your future. |
|
| Atlas Wealth Advisors |
Scott |
Hammel |
Financial Planner |
(972) 421-2068 |
WM |
shammel@atlaswa.com |
|
10000 N Central Expresswa Suite 700 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/scotthammel/ |
|
|
|
|
https://www.linkedin.com/company/atlas-wealth-advisors/ |
https://www.atlaswealthadvisors.com/ |
Your wealth journey has been and will be as distinctive as you are.
At Atlas, our advisors act as your guides, using their knowledge and passion to translate complex financial issues into simplified action plans that you can easily understand and follow.
Managing wealth can be an intimidating journey laced with emotion and nuance. To do it right, you need extensive time, resources, and knowledge. At best, it’s a process that takes precious time away from family and leisure activities. At worst, you could make uninformed, irrevocable decisions that could negatively impact your future. |
|
| Atlas Wealth Advisors |
James |
Marsden |
Financial Planner |
(972) 421-2676 |
WM |
jmarsden@atlaswa.com |
|
10000 N Central Expresswa Suite 700 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/financialadvisordallascfp/ |
|
|
|
|
https://www.linkedin.com/company/atlas-wealth-advisors/ |
https://www.atlaswealthadvisors.com/ |
Your wealth journey has been and will be as distinctive as you are.
At Atlas, our advisors act as your guides, using their knowledge and passion to translate complex financial issues into simplified action plans that you can easily understand and follow.
Managing wealth can be an intimidating journey laced with emotion and nuance. To do it right, you need extensive time, resources, and knowledge. At best, it’s a process that takes precious time away from family and leisure activities. At worst, you could make uninformed, irrevocable decisions that could negatively impact your future. |
|
| Atlas Wealth Advisors |
Adam |
Keller |
Certified Financial Planner Practitioner |
(972) 421-2034 |
WM |
akeller@atlaswa.com |
|
10000 N Central Expresswa Suite 700 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/adam-keller-820a213/ |
|
|
|
|
https://www.linkedin.com/company/atlas-wealth-advisors/ |
https://www.atlaswealthadvisors.com/ |
Your wealth journey has been and will be as distinctive as you are.
At Atlas, our advisors act as your guides, using their knowledge and passion to translate complex financial issues into simplified action plans that you can easily understand and follow.
Managing wealth can be an intimidating journey laced with emotion and nuance. To do it right, you need extensive time, resources, and knowledge. At best, it’s a process that takes precious time away from family and leisure activities. At worst, you could make uninformed, irrevocable decisions that could negatively impact your future. |
|
| Atlas Wealth Advisors |
Philip |
Athey |
Financial Advisor |
(972) 421-2049 |
WM |
pathey@atlaswa.com |
|
10000 N Central Expresswa Suite 700 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/philip-athey-cfp®-280059a/ |
|
|
|
|
https://www.linkedin.com/company/atlas-wealth-advisors/ |
https://www.atlaswealthadvisors.com/ |
Your wealth journey has been and will be as distinctive as you are.
At Atlas, our advisors act as your guides, using their knowledge and passion to translate complex financial issues into simplified action plans that you can easily understand and follow.
Managing wealth can be an intimidating journey laced with emotion and nuance. To do it right, you need extensive time, resources, and knowledge. At best, it’s a process that takes precious time away from family and leisure activities. At worst, you could make uninformed, irrevocable decisions that could negatively impact your future. |
|
| Atlas Wealth Strategies, Inc. |
John |
Galego |
Founder & Financial Planner |
(508) 435-5990 |
WM |
john.galego@lpl.com |
|
85 Main Street |
Hopkinton |
MA |
01748 |
United States of America |
North America |
https://www.linkedin.com/in/john-galego-aa25913/ |
|
|
$14M |
|
|
http://www.theatlasapproach.com/ |
At Atlas, we put our clients at the center of all we do, by providing a personalized experience, responsive service, and high-quality advice. Throughout the planning process and after implementation we continue to be available to answer questions and help ensure that your financial plan remains on track. Today more than ever you need a financial plan to call your own. One that reflects your goals, allows you to invest with your values, and enables you to provide for your loved ones.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our of success. Whether you are married or single, just starting out or approaching retirement, we can help you make a financial plan that works for you. |
|
| AtlasMark│Wealth Management |
Erik |
Anderson |
President |
(512) 258-4040 |
WM |
eanderson@eip.net |
|
12466 Los Indios Trail, Suite 200 |
Austin |
TX |
78729 |
United States of America |
North America |
https://www.linkedin.com/in/erikjonanderson/ |
Retirement, Wealth & Asset Management, Investments, 401(k) Profit Sharing Plans, ESOPs, Defined Benefit Plans, Deferred Compensation, 529 Plans, Stocks, Mutual Funds |
2.009 |
|
|
https://www.linkedin.com/company/atlas-mark-llc/ |
http://atlasmark.com/ |
AtlasMark is an Austin-based private wealth management firm providing specialized services to Austin, Dallas, Houston, and the surrounding areas. We believe high net worth financial planning and investment management require highly sophisticated knowledge and personalized service to grow and protect amassed wealth. At AtlasMark, we have the human capital and resources to provide the level of expertise, diligence, and professionalism that individuals, families, and corporations need for long-term success. |
|
| AtlasMark│Wealth Management |
Lisa |
Schallenberg |
Executive Vice President |
(512) 258-4040 |
WM |
lisas@eip.net |
|
12466 Los Indios Trail, Suite 200 |
Austin |
TX |
78729 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-schallenberg-cpa-81745739/ |
Retirement, Wealth & Asset Management, Investments, 401(k) Profit Sharing Plans, ESOPs, Defined Benefit Plans, Deferred Compensation, 529 Plans, Stocks, Mutual Funds |
2.009 |
|
|
https://www.linkedin.com/company/atlas-mark-llc/ |
http://atlasmark.com/ |
AtlasMark is an Austin-based private wealth management firm providing specialized services to Austin, Dallas, Houston, and the surrounding areas. We believe high net worth financial planning and investment management require highly sophisticated knowledge and personalized service to grow and protect amassed wealth. At AtlasMark, we have the human capital and resources to provide the level of expertise, diligence, and professionalism that individuals, families, and corporations need for long-term success. |
|
| ATON Financial LLC |
Marko |
Rendic Trigo |
Founder and Managing Principal |
(787) 725-6070 |
WM |
info@atonfinancial.com |
info@atonfinancial.com |
1590 Ponce de León Ave., Suite 206 |
San Juan |
PR |
00926 |
United States of America |
North America |
https://www.linkedin.com/in/marko-rendic-trigo-cfa®-720543b4/ |
|
|
|
|
|
https://atonfinancial.com/ |
At ATON Financial, we bring a fresh perspective on investment advisory and financial planning services to our clients in Puerto Rico and throughout the United States. As an RIA (registered investment advisor), we have a fiduciary responsibility to work in our clients’ best interests, and we do exactly that. Our experienced advisors offer independent, ethical and conflict-free investment consulting services designed to help our clients achieve their financial goals. Serving all ages, backgrounds and professions, we would love to help direct you on the best financial path for your unique situation. |
|
| Atticus Wealth Management |
Carter |
Morris IV |
President, Chief Investment Officer |
(404) 907-1899 |
WM |
ecmorris@atticusassetmanagement.com |
corporate@atticuswm.com |
1175 Peachtree Street NE, 10th Floor |
Atlanta |
GA |
30361 |
United States of America |
North America |
https://www.linkedin.com/in/e-carter-m-64b77365/ |
Atticus Wealth Management’s objective is to minimize risk over our long-term time horizon, which ranges from five to fifteen years. We control risk by employing a core and satellite approach, investing primarily in a core allocation of exchange traded funds and a satellite of companies priced at a substantial discount to intrinsic value. By doing so, we limit our investments to diversified, liquid ETF’s and companies that have sustainable competitive advantages and earn superior cash returns on invested capital. Additionally, we understand that businesses are managed by hard working people who must skillfully navigate their business in the face of real issues. As a result, we believe it's important to evaluate the stewardship of each management team, assessing their history and ability to add strength and value while generating excess returns for shareholders. We are not high risk day traders or speculators. We are long-term owners of the best business enterprises in the world. |
2.018 |
$22M |
|
https://www.linkedin.com/company/atticuswealthmanagement/ |
https://atticuswm.com/ |
Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth management firm servicing clients across the United States. Our firm is dedicated to providing excellent investments through a curated team of investment managers and financial planners.
Whether you're a high-net-worth individual or family, business owner, or trustee Atticus Wealth Management works to deliver a customized, comprehensive wealth management experience. By utilizing modern fin-tech and a curated team of financial planners, market technicians, and investment managers, we bring extensive experience and professionalism to every client, constantly analyzing their investment opportunities, needs, concerns, and objectives. We complement this diligent management with a concierge approach to client service, building relationships that last for years to come. |
|
| Attitude Financial Advisors |
Jeffrey |
Trugman |
Managing Partner |
(516) 762-7602 |
WM |
jtrugman@attitudefinancial.com |
clientservices@attitudefinancial.com |
3 Crossways Park Drive West Suite 110 |
Woodbury |
NY |
11797 |
United States of America |
North America |
https://www.linkedin.com/in/jtrugman/ |
|
2.014 |
|
|
https://www.linkedin.com/company/attitude-financial-advisors |
http://www.attitudefinancialadvisors.com/ |
Attitude Financial Advisors is a boutique financial planning firm located in Long Island, NY. Our Company’s primary focus is helping individuals and business owners move towards financial independence and security, so they can live a lifestyle envisioned for themselves and their families. We offer many products, services, and capabilities, but the most important things we offer are the ideas, passion and skill necessary to help you realize the intended results. |
|
| Attitude Financial Advisors |
David |
Choit |
Managing Partner |
(516) 762-7601 |
WM |
dchoit@attitudefinancial.com |
clientservices@attitudefinancial.com |
3 Crossways Park Drive West Suite 110 |
Woodbury |
NY |
11797 |
United States of America |
North America |
https://www.linkedin.com/in/david-choit-lutcf-23083020/ |
|
2.014 |
|
|
https://www.linkedin.com/company/attitude-financial-advisors |
http://www.attitudefinancialadvisors.com/ |
Attitude Financial Advisors is a boutique financial planning firm located in Long Island, NY. Our Company’s primary focus is helping individuals and business owners move towards financial independence and security, so they can live a lifestyle envisioned for themselves and their families. We offer many products, services, and capabilities, but the most important things we offer are the ideas, passion and skill necessary to help you realize the intended results. |
|
| Attitude Financial Advisors |
Bryan |
Trugman |
Managing Partner |
(516) 762-7603 |
WM |
btrugman@attitudefinancial.com |
clientservices@attitudefinancial.com |
3 Crossways Park Drive West Suite 110 |
Woodbury |
NY |
11797 |
United States of America |
North America |
https://www.linkedin.com/in/bryantrugman/ |
|
2.014 |
|
|
https://www.linkedin.com/company/attitude-financial-advisors |
http://www.attitudefinancialadvisors.com/ |
Attitude Financial Advisors is a boutique financial planning firm located in Long Island, NY. Our Company’s primary focus is helping individuals and business owners move towards financial independence and security, so they can live a lifestyle envisioned for themselves and their families. We offer many products, services, and capabilities, but the most important things we offer are the ideas, passion and skill necessary to help you realize the intended results. |
|
| Auctus Wealth Management |
Sasha |
Coviello |
Managing Director |
(800) 655-7162 |
WM |
sasha@auctuswealth.com |
info@auctuswealth.com |
One Liberty Place 1650 Market Street, Suite 3605 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/sasha-coviello-6556a152/ |
|
2.013 |
$18 million |
|
https://www.linkedin.com/company/auctus-wealth-managemen/ |
https://sasha-coviello-64o1.squarespace.com/ |
Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through customized portfolio solutions.
At Auctus Wealth Management, we want to help our clients achieve their financial goals. To that end, we believe in personalized service and in working with our clients to help them realize their objectives. We don’t just make investments; we build long-term relationships. We get to know our clients, who they are and what they want today, tomorrow and down the road. |
|
| Audet Wealth Advisors |
Robert |
Audet |
President and CEO |
(754) 265-7233 |
WM |
robert@audetwealthadvisors.com |
|
6245 N Federal Hwy Ste 503 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/robert-audet-cfp®-7515678/ |
|
|
|
|
|
http://www.audetwealthadvisors.com/ |
Audet Wealth Advisors is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized plans are designed with the goal of helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. |
|
| Aureus Asset Management |
Karen |
Firestone |
Chairman & CEO |
(617) 728-8900 |
WM |
kfirestone@aureus-asset.com |
info@aureus-asset.com |
One Winthrop Square |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/kfirestone/ |
|
2.005 |
$1 billion |
|
https://www.linkedin.com/company/aureus-asset-management/ |
http://aureus-asset.com/ |
Aureus Asset Management, LLC was founded by Karen Firestone and David Scudder in 2005 to provide financial advice and investment management to families and charitable organizations.
Aureus employs a Contemporary Wealth Management Approach to investing which:
Maintains traditional investment tenets such as prudent diversification, fundamental research and risk management.
Incorporates a global perspective, open architecture platform, alternative asset classes and best-in-class managers for our clients.
Manages portfolios with a total return approach, tailored for specific client requirements. |
|
| Aureus Asset Management |
Thaddeus |
Davis |
President |
(617) 728-8900 |
WM |
tdavis@aureus-asset.com |
info@aureus-asset.com |
One Winthrop Square |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/thad-davis-1a8361/ |
|
2.005 |
$1 billion |
|
https://www.linkedin.com/company/aureus-asset-management/ |
http://aureus-asset.com/ |
Aureus Asset Management, LLC was founded by Karen Firestone and David Scudder in 2005 to provide financial advice and investment management to families and charitable organizations.
Aureus employs a Contemporary Wealth Management Approach to investing which:
Maintains traditional investment tenets such as prudent diversification, fundamental research and risk management.
Incorporates a global perspective, open architecture platform, alternative asset classes and best-in-class managers for our clients.
Manages portfolios with a total return approach, tailored for specific client requirements. |
|
| Aureus Asset Management |
Michael |
Kellogg |
Partner, COO |
(617) 728-8900 |
WM |
mkellogg@aureus-asset.com |
info@aureus-asset.com |
One Winthrop Square |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/mike-kellogg-17a26315/ |
|
2.005 |
$1 billion |
|
https://www.linkedin.com/company/aureus-asset-management/ |
http://aureus-asset.com/ |
Aureus Asset Management, LLC was founded by Karen Firestone and David Scudder in 2005 to provide financial advice and investment management to families and charitable organizations.
Aureus employs a Contemporary Wealth Management Approach to investing which:
Maintains traditional investment tenets such as prudent diversification, fundamental research and risk management.
Incorporates a global perspective, open architecture platform, alternative asset classes and best-in-class managers for our clients.
Manages portfolios with a total return approach, tailored for specific client requirements. |
|
| Aureus Asset Management |
Gina |
Koprowski |
Partner |
(617) 728-8900 |
WM |
gkoprowski@aureus-asset.com |
info@aureus-asset.com |
One Winthrop Square |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/ginakoprowski/ |
|
2.005 |
$1 billion |
|
https://www.linkedin.com/company/aureus-asset-management/ |
http://aureus-asset.com/ |
Aureus Asset Management, LLC was founded by Karen Firestone and David Scudder in 2005 to provide financial advice and investment management to families and charitable organizations.
Aureus employs a Contemporary Wealth Management Approach to investing which:
Maintains traditional investment tenets such as prudent diversification, fundamental research and risk management.
Incorporates a global perspective, open architecture platform, alternative asset classes and best-in-class managers for our clients.
Manages portfolios with a total return approach, tailored for specific client requirements. |
|
| Aurora Private Wealth, Inc. |
Timothy |
Smith |
Chief Executive Officer |
(973) 394-0404, (973) 352-6700 |
WM |
tim@aurorapw.com |
CONTACT@AURORAPW.COM |
100 Enterprise Drive, Suite 504 |
Rockaway |
NJ |
07866 |
United States of America |
North America |
https://www.linkedin.com/in/tim-smith-cfp®-b1293443/ |
|
2.015 |
|
|
https://www.linkedin.com/company/aurora-private-wealth-inc./ |
https://www.aurorapw.com/ |
Founded by industry veteran Timothy Smith, Aurora Private Wealth, Inc., is a leading national wealth advisory firm that provides unbiased financial planning, advice, and ongoing guidance. Aurora's wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. We bring together talented resources, proactive advice, while leveraging technology to deliver a robust bionic experience. |
|
| Aurora Private Wealth, Inc. |
Albert |
Lu |
Director of Technology |
(973) 394-1069 |
WM |
albert@AURORAPW.COM |
CONTACT@AURORAPW.COM |
100 Enterprise Drive, Suite 504 |
Rockaway |
NJ |
07866 |
United States of America |
North America |
https://www.linkedin.com/in/albert-lu-45a16964/ |
|
2.015 |
|
|
https://www.linkedin.com/company/aurora-private-wealth-inc./ |
https://www.aurorapw.com/ |
Founded by industry veteran Timothy Smith, Aurora Private Wealth, Inc., is a leading national wealth advisory firm that provides unbiased financial planning, advice, and ongoing guidance. Aurora's wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. We bring together talented resources, proactive advice, while leveraging technology to deliver a robust bionic experience. |
|
| Aurora Wealth Management Solutions, LLC |
Rajat |
Gogia |
CEO & Chief Investment Advisor |
(484) 693-0282 |
WM |
rajatgogia@gmail.com |
|
4333 Lincoln Hwy |
Downington |
PA |
19335 |
United States of America |
North America |
|
|
|
|
|
|
https://aurorawealthmanagement.com/ |
Aurora Wealth Management Solutions, LLC is a Registered Investment Advisory firm*. We seek to establish a long term relationship with our clients with the goal of building wealth over time. Our advisory process begins with developing an understanding of our clients current and future financial objectives. Based on these objectives we create customized plans for each of our clients. These customized plans are then shared with our clients. We provide our advisory services on a non-discretionary basis, which means that we will not transact on our clients’ behalf without approval before every transaction. |
|
| Aurum Wealth Management Group |
Christopher |
Bart |
Managing Director, Partner |
(440) 605-1900 |
WM |
cbart@aurumwealth.com |
info@aurumwealth.com |
6685 Beta Drive |
Mayfield Village |
OH |
44143 |
United States of America |
North America |
https://www.linkedin.com/in/christopherbart/ |
|
2.006 |
$714 million |
|
https://www.linkedin.com/company/aurum-wealth-management-group/ |
https://aurumwealth.com/ |
We are committed to being an advocate for our clients’ wealth. We strive to protect and grow clients’ wealth by working with their trusted network of business professionals. Our firm is dedicated to providing personalized wealth management services that deliver exceptional insight, access, service and results to clients and their families. |
|
| Aurum Wealth Management Group |
Wendy |
Eldridge |
Partner |
(440) 605-1900 |
WM |
weldridge@aurumwealth.com |
info@aurumwealth.com |
6685 Beta Drive |
Mayfield Village |
OH |
44143 |
United States of America |
North America |
https://www.linkedin.com/in/wendyeldridge/ |
|
2.006 |
$714 million |
|
https://www.linkedin.com/company/aurum-wealth-management-group/ |
https://aurumwealth.com/ |
We are committed to being an advocate for our clients’ wealth. We strive to protect and grow clients’ wealth by working with their trusted network of business professionals. Our firm is dedicated to providing personalized wealth management services that deliver exceptional insight, access, service and results to clients and their families. |
|
| Aurum Wealth Management Group |
Michael |
McKeown |
Chief Investment Officer |
(440) 605-1900 |
WM |
mmckeown@aurumwealth.com |
info@aurumwealth.com |
6685 Beta Drive |
Mayfield Village |
OH |
44143 |
United States of America |
North America |
https://www.linkedin.com/in/michaeltmckeown/ |
|
2.006 |
$714 million |
|
https://www.linkedin.com/company/aurum-wealth-management-group/ |
https://aurumwealth.com/ |
We are committed to being an advocate for our clients’ wealth. We strive to protect and grow clients’ wealth by working with their trusted network of business professionals. Our firm is dedicated to providing personalized wealth management services that deliver exceptional insight, access, service and results to clients and their families. |
|
| Aurum Wealth Management Group |
Charles |
Moore |
Managing Director, Partner |
(330) 563-4265 |
WM |
cmoore@aurumwealth.com |
info@aurumwealth.com |
6685 Beta Drive |
Mayfield Village |
OH |
44143 |
United States of America |
North America |
https://www.linkedin.com/in/chuckmoore10/ |
|
2.006 |
$714 million |
|
https://www.linkedin.com/company/aurum-wealth-management-group/ |
https://aurumwealth.com/ |
We are committed to being an advocate for our clients’ wealth. We strive to protect and grow clients’ wealth by working with their trusted network of business professionals. Our firm is dedicated to providing personalized wealth management services that deliver exceptional insight, access, service and results to clients and their families. |
|
| Aurum Wealth Management Group |
Perry |
Reghetti |
Managing Director, Partner |
(330) 563-4265 |
WM |
preghetti@aurumwealth.com |
info@aurumwealth.com |
6685 Beta Drive |
Mayfield Village |
OH |
44143 |
United States of America |
North America |
https://www.linkedin.com/in/perryreghetti/ |
|
2.006 |
$714 million |
|
https://www.linkedin.com/company/aurum-wealth-management-group/ |
https://aurumwealth.com/ |
We are committed to being an advocate for our clients’ wealth. We strive to protect and grow clients’ wealth by working with their trusted network of business professionals. Our firm is dedicated to providing personalized wealth management services that deliver exceptional insight, access, service and results to clients and their families. |
|
| Austerra Wealth Management LLC |
Mark |
Holland |
Founder |
(214) 810-0250 |
WM |
mark@austerra.com |
info@austerra.com |
5910 North Central Expressway, Suite 1875 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/markhollandcfp/ |
|
|
$34 million |
|
|
http://austerra.com/ |
Austerra Wealth Management LLC is a full service independent wealth management firm formed to cater to the demanding financial needs of business owners, successful professionals, and wealthy families. At Austerra, we understand every client is unique and so are their financial needs, so a “listen first” approach is taken to thoroughly understand our clients’ situation before customizing a solution. We establish long-term partnerships with our clients based on trust, straightforward communication, and results. Austerra Wealth Management LLC is a fee only independent Registered Investment Advisor that does not receive commissions or sell insurance. Austerra is deliberately independent in order to remain completely unbiased in its advice, free from investment bank, brokerage firm, and insurance company hidden agendas. The financial success of our clients is our number one objective and every aspect of our business is intentionally structured that way. After listening to investors over the years who wanted to earn a reasonable return on their money, without taking significant risk to do so, Austerra developed its proprietary Funds that today sit at the heart of our investment strategy. |
|
| Austin Asset Management Co. |
Eric |
Hehman |
CEO & Principal |
(512) 453-6622 |
WM |
eric@austinasset.com |
info@austinasset.com |
7200 N. Mopac, Suite 315 |
Austin |
TX |
78731 |
United States of America |
North America |
https://www.linkedin.com/in/erichehman/ |
|
1.987 |
$350M |
|
https://www.linkedin.com/company/austin-asset-management/ |
https://www.austinasset.com/ |
Austerra Wealth Management LLC is a full service independent wealth management firm formed to cater to the demanding financial needs of business owners, successful professionals, and wealthy families. At Austerra, we understand every client is unique and so are their financial needs, so a “listen first” approach is taken to thoroughly understand our clients’ situation before customizing a solution. We establish long-term partnerships with our clients based on trust, straightforward communication, and results. Austerra Wealth Management LLC is a fee only independent Registered Investment Advisor that does not receive commissions or sell insurance. Austerra is deliberately independent in order to remain completely unbiased in its advice, free from investment bank, brokerage firm, and insurance company hidden agendas. The financial success of our clients is our number one objective and every aspect of our business is intentionally structured that way. After listening to investors over the years who wanted to earn a reasonable return on their money, without taking significant risk to do so, Austerra developed its proprietary Funds that today sit at the heart of our investment strategy. |
|
| Austin Asset Management Co. |
James |
Coffman |
Wealth Planning Manager |
(512) 453-6622 |
WM |
jim@austinasset.com |
info@austinasset.com |
7200 N. Mopac Suite 315 |
Austin |
TX |
78731 |
United States of America |
North America |
https://www.linkedin.com/in/jimmycoffman/ |
|
1.987 |
$350M |
jimmy@austinasset.com |
https://www.linkedin.com/company/austin-asset-management/ |
https://www.austinasset.com/ |
Austerra Wealth Management LLC is a full service independent wealth management firm formed to cater to the demanding financial needs of business owners, successful professionals, and wealthy families. At Austerra, we understand every client is unique and so are their financial needs, so a “listen first” approach is taken to thoroughly understand our clients’ situation before customizing a solution. We establish long-term partnerships with our clients based on trust, straightforward communication, and results. Austerra Wealth Management LLC is a fee only independent Registered Investment Advisor that does not receive commissions or sell insurance. Austerra is deliberately independent in order to remain completely unbiased in its advice, free from investment bank, brokerage firm, and insurance company hidden agendas. The financial success of our clients is our number one objective and every aspect of our business is intentionally structured that way. After listening to investors over the years who wanted to earn a reasonable return on their money, without taking significant risk to do so, Austerra developed its proprietary Funds that today sit at the heart of our investment strategy. |
|
| Austin Asset Management Co. |
John |
Henry |
Founder |
512-453-6622 |
WM |
info@austinasset.com |
info@austinasset.com |
7200 N. Mopac Suite 315 |
Austin |
TX |
78731 |
United States of America |
North America |
https://www.linkedin.com/in/john-henry-mcdonald-0818833/ |
|
1.987 |
$350M |
|
https://www.linkedin.com/company/austin-asset-management/ |
https://www.austinasset.com/ |
Austerra Wealth Management LLC is a full service independent wealth management firm formed to cater to the demanding financial needs of business owners, successful professionals, and wealthy families. At Austerra, we understand every client is unique and so are their financial needs, so a “listen first” approach is taken to thoroughly understand our clients’ situation before customizing a solution. We establish long-term partnerships with our clients based on trust, straightforward communication, and results. Austerra Wealth Management LLC is a fee only independent Registered Investment Advisor that does not receive commissions or sell insurance. Austerra is deliberately independent in order to remain completely unbiased in its advice, free from investment bank, brokerage firm, and insurance company hidden agendas. The financial success of our clients is our number one objective and every aspect of our business is intentionally structured that way. After listening to investors over the years who wanted to earn a reasonable return on their money, without taking significant risk to do so, Austerra developed its proprietary Funds that today sit at the heart of our investment strategy. |
|
| Australian Private Wealth Pty Ltd |
Alistair |
Bett |
Senior Adviser |
61 3 9826 6610 |
WM |
abett@melbourneprivatewealth.com.au |
|
Suite 2, Level 14 644 Chapel St |
South Yarra |
VIC |
3141 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/alistair-bett-874bb550/ |
The family must invest in human and intellectual capital, not just financial capital. |
2.013 |
|
|
https://www.linkedin.com/company-beta/3599049/ |
http://www.apwpartners.com.au/ |
APW Partners offers a Family Office service to a select group of families who require much greater assistance to manage and administer their complex financial affairs. |
61 2 9146 8901 |
| Australian Private Wealth Pty Ltd |
Gregory |
Keady |
Managing Director, Principal Adviser |
61 3 9826 6610 |
WM |
gkeady@melbourneprivatewealth.com.au |
|
Suite 2, Level 14 644 Chapel St |
South Yarra |
VIC |
3141 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/gregory-p-keady-7322b720/ |
The family must invest in human and intellectual capital, not just financial capital. |
2.013 |
|
|
https://www.linkedin.com/company-beta/3599049/ |
http://www.apwpartners.com.au/ |
APW Partners offers a Family Office service to a select group of families who require much greater assistance to manage and administer their complex financial affairs. |
61 2 9146 8901 |
| Australian Private Wealth Pty Ltd |
Jeff |
Wain |
Director, Principal Adviser |
61 3 9826 6610 |
WM |
jwain@melbourneprivatewealth.com.au |
|
Suite 2, Level 14 644 Chapel St |
South Yarra |
VIC |
3141 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/jeff-wain-56409a47/ |
The family must invest in human and intellectual capital, not just financial capital. |
2.013 |
|
|
https://www.linkedin.com/company-beta/3599049/ |
http://www.apwpartners.com.au/ |
APW Partners offers a Family Office service to a select group of families who require much greater assistance to manage and administer their complex financial affairs. |
61 2 9146 8901 |
| Autus Asset Management |
Mark |
Fiedler |
Managing Member |
(480) 348-6433 |
WM |
mark@autusam.com |
kipp@autusam.com |
16435 N. Scottsdale Road Suite 105 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/mark-fiedler-97bb471b/ |
|
|
|
|
|
https://www.autusam.com/ |
AUTUS Asset Management, LLC is a boutique asset management firm dedicated to providing innovative portfolio management solutions
in today's complex investment environment. |
|
| Auxano Advisors, LLC |
Alexander |
Lee |
Partner | Client Advisor |
(425) 889-1261 |
WM |
alex@auxanoadvisors.com |
info@auxanoadvisors.com |
10900 NE 4th Street, Suite 1950 |
Bellevue |
WA |
98004 |
United States of America |
North America |
|
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
2.009 |
$410M |
|
https://www.linkedin.com/company/auxano-advisors-llc |
http://auxanoadvisors.com/ |
Auxano is a full-service, fee-only wealth management firm, comprised of highly skilled professionals, serving the financial needs of affluent families, individuals and organizations.
AUM: 259 M (714 accounts); http://investment-advisors.findthebest.com/l/31139/Auxano-Advisors |
|
| Auxano Advisors, LLC |
Brian |
Hill |
Director of Portfolio Accounting |
(425) 889-1261 |
WM |
brian@auxanoadvisors.com |
info@auxanoadvisors.com |
10900 NE 4th Street, Suite 1950 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/brian-hill-25405314/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$410M |
|
https://www.linkedin.com/company/auxano-advisors-llc |
http://auxanoadvisors.com/ |
Auxano is a full-service, fee-only wealth management firm, comprised of highly skilled professionals, serving the financial needs of affluent families, individuals and organizations.
AUM: 259 M (714 accounts); http://investment-advisors.findthebest.com/l/31139/Auxano-Advisors |
|
| Auxano Advisors, LLC |
Drew |
Matzen |
Associate Investment Analyst |
(425) 889-1261 |
WM |
drew@auxanoadvisors.com |
info@auxanoadvisors.com |
10900 NE 4th Street, Suite 1950 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/drew-matzen-cfa-19281a5/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$410M |
|
https://www.linkedin.com/company/auxano-advisors-llc |
http://auxanoadvisors.com/ |
Auxano is a full-service, fee-only wealth management firm, comprised of highly skilled professionals, serving the financial needs of affluent families, individuals and organizations.
AUM: 259 M (714 accounts); http://investment-advisors.findthebest.com/l/31139/Auxano-Advisors |
|
| Auxano Advisors, LLC |
Dwight |
Whiting |
Senior Wealth Advisor |
(425) 889-1261 |
WM |
dwight@auxanoadvisors.com |
info@auxanoadvisors.com |
10900 NE 4th Street, Suite 1950 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/dwight-whiting-8549a670/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$410M |
|
https://www.linkedin.com/company/auxano-advisors-llc |
http://auxanoadvisors.com/ |
Auxano is a full-service, fee-only wealth management firm, comprised of highly skilled professionals, serving the financial needs of affluent families, individuals and organizations.
AUM: 259 M (714 accounts); http://investment-advisors.findthebest.com/l/31139/Auxano-Advisors |
|
| Auxano Advisors, LLC |
Peter |
Cline |
Chief Executive Officer, Managing Member |
(425) 889-1261 |
WM |
peter@auxanoadvisors.com |
info@auxanoadvisors.com |
10900 NE 4th Street, Suite 1950 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/peter-cline-796b491/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$410M |
|
https://www.linkedin.com/company/auxano-advisors-llc |
http://auxanoadvisors.com/ |
Auxano is a full-service, fee-only wealth management firm, comprised of highly skilled professionals, serving the financial needs of affluent families, individuals and organizations.
AUM: 259 M (714 accounts); http://investment-advisors.findthebest.com/l/31139/Auxano-Advisors |
|
| Avallis Financial Pte Ltd |
M. |
Salim |
Principal Partner and CEO |
65 6220 5333 |
WM |
salim@avallis.com |
enquiry@avallis.com |
24 Raffles Place #14-02 Clifford Centre |
Singapore |
|
048621 |
Singapore |
Asia |
https://www.linkedin.com/in/salim-m-amin-a86220109/ |
|
1.997 |
|
|
https://www.linkedin.com/company/first-principal-financial-pte-ltd/ |
https://www.avallis.com/ |
Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that empowers our clients and puts their interests first at all times. Giving our clients the clear advantage, every time. |
|
| Avallis Financial Pte Ltd |
Low EE Meng |
Isaac |
Principal Partner and Head, Investment Advisory |
65 6220 5333 |
WM |
isaac@avallis.com |
enquiry@avallis.com |
24 Raffles Place #14-02 Clifford Centre |
Singapore |
|
048621 |
Singapore |
Asia |
https://www.linkedin.com/in/isaac-low-99b32a6/ |
|
1.997 |
|
|
https://www.linkedin.com/company/first-principal-financial-pte-ltd/ |
https://www.avallis.com/ |
Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that empowers our clients and puts their interests first at all times. Giving our clients the clear advantage, every time. |
|
| Avallis Financial Pte Ltd |
Mervyn |
Goh |
Principal Partner and Head, Private Clients |
65 6220 5333 |
WM |
mervyn@avallis.com |
enquiry@avallis.com |
24 Raffles Place #14-02 Clifford Centre |
Singapore |
|
048621 |
Singapore |
Asia |
https://www.linkedin.com/in/mervyn-goh-16251810/ |
|
1.997 |
|
|
https://www.linkedin.com/company/first-principal-financial-pte-ltd/ |
https://www.avallis.com/ |
Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that empowers our clients and puts their interests first at all times. Giving our clients the clear advantage, every time. |
|
| Avalon Advisors, LLC |
Kevin |
Lilly |
Managing Partner |
(713) 238-2050 |
WM |
klilly@avalonadvisors.com |
compliance@avalonadvisors.com |
2929 Allen Parkway, Suite 3000 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-lilly-7857b313/ |
|
|
$4,741 million |
|
|
http://avalonadvisors.com |
Avalon Investment & Advisory is a Texas-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. Our headquarters are in Houston and we have an office in San Antonio.
Founded in 2001, we offer a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to selected alternative strategies. |
|
| Avalon Advisors, LLC |
Brett |
Williams |
Partner |
(713) 238-2050 |
WM |
bwilliams@avalonadvisors.com |
compliance@avalonadvisors.com |
2929 Allen Parkway, Suite 3000 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/brett-williams-5288121b/ |
|
|
$4,741 million |
|
|
http://avalonadvisors.com |
Avalon Investment & Advisory is a Texas-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. Our headquarters are in Houston and we have an office in San Antonio.
Founded in 2001, we offer a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to selected alternative strategies. |
|
| Avalon Global Asset Management, LLC |
Nancy |
Kukacka |
Portfolio Manager, Principal |
(415) 615-5200 |
WM |
nkukacka@avalon-global.com |
info@avalon-global.com |
100 Pine Street, Suite 1900 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/nancy-a-kukacka-8882a218/ |
|
1.999 |
$135 million |
|
https://www.linkedin.com/company/avalon-global-asset-management-llc/about/ |
http://www.avalon-global.com/ |
Founded in November 1999, Avalon Global Asset Management, LLC is an SEC registered investment advisor based in San Francisco investing across specific growth-oriented sectors in the developed world.
Avalon aims to generate superior absolute and relative long-term returns employing an equity-based long/short strategy. |
|
| Avalon Global Asset Management, LLC |
Jeffrey |
Christian |
Chief Risk Officer, Partner |
(415) 615-5200 |
WM |
jchristian@avalon-global.com |
info@avalon-global.com |
100 Pine Street, Suite 1900 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/jeffery-christian-8456b39/ |
|
1.999 |
$135 million |
|
https://www.linkedin.com/company/avalon-global-asset-management-llc/about/ |
http://www.avalon-global.com/ |
Founded in November 1999, Avalon Global Asset Management, LLC is an SEC registered investment advisor based in San Francisco investing across specific growth-oriented sectors in the developed world.
Avalon aims to generate superior absolute and relative long-term returns employing an equity-based long/short strategy. |
|
| Avalon Global Asset Management, LLC |
Matthew |
Pendleton |
COO, CCO |
(415) 615-5200 |
WM |
mpendleton@avalon-global.com |
info@avalon-global.com |
100 Pine Street, Suite 1900 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/mapendleton/ |
|
1.999 |
$135 million |
|
https://www.linkedin.com/company/avalon-global-asset-management-llc/about/ |
http://www.avalon-global.com/ |
Founded in November 1999, Avalon Global Asset Management, LLC is an SEC registered investment advisor based in San Francisco investing across specific growth-oriented sectors in the developed world.
Avalon aims to generate superior absolute and relative long-term returns employing an equity-based long/short strategy. |
|
| Avantax Wealth Management (fka 1st Global Advisors Inc.) |
Stephen Anthony |
Batman |
Chairman, CEO & Co-Founder |
(214) 294-5310 |
WM |
sbatman@1stglobal.com |
Communications@1stGlobal.com |
6333 N. State Hwy. 161 Fourth Floor |
Dallas |
TX |
75038 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-batman-4930a431/ |
|
2.019 |
$5,671 million |
|
https://www.linkedin.com/company/avantax-wealth-management/ |
https://www.avantaxwealth.com/ |
Avantax Wealth Management, formerly HD Vest Financial Services and 1st Global, supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of June 5, 2019, approximately 3,500 independent contractors manage over $45 billion in assets for individuals, families and small businesses in all 50 states. |
|
| Avantax Wealth Management (fka 1st Global Advisors Inc.) |
Jeff |
Magson |
EVP & Client Experience Officer |
(214) 294-5310 |
WM |
jmagson@1stglobal.com |
Communications@1stGlobal.com |
6333 N. State Hwy. 161 Fourth Floor |
Dallas |
TX |
75038 |
United States of America |
North America |
https://www.linkedin.com/in/jeffmagson/ |
|
2.019 |
$5,671 million |
|
https://www.linkedin.com/company/avantax-wealth-management/ |
https://www.avantaxwealth.com/ |
Avantax Wealth Management, formerly HD Vest Financial Services and 1st Global, supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of June 5, 2019, approximately 3,500 independent contractors manage over $45 billion in assets for individuals, families and small businesses in all 50 states. |
|
| Avantax Wealth Management (fka 1st Global Advisors Inc.) |
Al |
Prentice |
VP: Strategic Relationships |
(214) 294-5310 |
WM |
aprentice@1stglobal.com |
Communications@1stGlobal.com |
6333 N. State Hwy. 161 Fourth Floor |
Dallas |
TX |
75038 |
United States of America |
North America |
https://www.linkedin.com/in/al-prentice-1257024/ |
|
2.019 |
$5,671 million |
|
https://www.linkedin.com/company/avantax-wealth-management/ |
https://www.avantaxwealth.com/ |
Avantax Wealth Management, formerly HD Vest Financial Services and 1st Global, supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of June 5, 2019, approximately 3,500 independent contractors manage over $45 billion in assets for individuals, families and small businesses in all 50 states. |
|
| Avendus |
Ranu |
Vohra |
CoFounder & CEO |
91 22 6648 0050 |
WM |
ranu.vohra@avendus.com |
mumbai@avendus.com |
IL&FS Financial Centre, C & D Quadrant - 6th Floor, Bandra-Kurla Complex, Bandra (East), |
Mumbai |
|
400 051 |
India |
Asia |
https://www.linkedin.com/in/ranu-vohra-713b4/ |
|
1.999 |
|
|
https://www.linkedin.com/company/avendus/?originalSubdomain=ph |
https://www.avendus.com |
Avendus is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management. We walk alongside high performing entrepreneurs, wealth creators and pioneers of the new age economy in their quest to outperform. |
|
| Avendus |
Kaushal |
Aggarwal |
CoFounder and Managing Director |
91 22 6648 0050 |
WM |
kaushal.aggarwal@avendus.com |
mumbai@avendus.com |
IL&FS Financial Centre, C & D Quadrant - 6th Floor, Bandra-Kurla Complex, Bandra (East), |
Mumbai |
|
400 051 |
India |
Asia |
https://www.linkedin.com/in/kaushal-aggarwal-635b2/ |
|
1.999 |
|
|
https://www.linkedin.com/company/avendus/?originalSubdomain=ph |
https://www.avendus.com |
Avendus is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management. We walk alongside high performing entrepreneurs, wealth creators and pioneers of the new age economy in their quest to outperform. |
|
| Avendus |
Gaurav |
Deepak |
CoFounder and Managing Director |
91 22 6648 0050 |
WM |
gaurav.deepak@avendus.com |
mumbai@avendus.com |
IL&FS Financial Centre, C & D Quadrant - 6th Floor, Bandra-Kurla Complex, Bandra (East), |
Mumbai |
|
400 051 |
India |
Asia |
https://www.linkedin.com/in/gaurav-deepak-47a286/ |
|
1.999 |
|
|
https://www.linkedin.com/company/avendus/?originalSubdomain=ph |
https://www.avendus.com |
Avendus is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management. We walk alongside high performing entrepreneurs, wealth creators and pioneers of the new age economy in their quest to outperform. |
|
| Aventine Management Group |
Jim |
Pottow |
Partner & CFO |
(416) 847-1767 x502 |
WM |
jp@aventine.ca |
|
2 Bloor Street West Suite 3400 |
Toronto |
ON |
M4W 3E2 |
Canada |
North America |
https://www.linkedin.com/in/jim-pottow-46461786/ |
|
2.009 |
|
|
https://www.linkedin.com/company/aventine-management-group/about/ |
http://aventine.ca |
Aventine Asset Management is a partner-owned investment firm founded in 2009 to provide asset allocation and risk management services to professionals, entrepreneurs, and affluent families. We work with clients across a range of mandates; growth, income, and capital preservation.
Our investment approach is active, concentrated and very mindful of downside risk. We believe that investing is less about avoiding risk than it is about taking risk well and having a plan to control your downside. All of our investment strategies employ robust research and proactive risk management processes. Our objective is to deliver consistently positive returns with reasonable volatility. |
|
| Aventine Management Group |
James |
Telfser |
Partner & Portfolio Manager |
(416) 847-1767 x501 |
WM |
jt@aventine.ca |
|
2 Bloor Street West Suite 3400 |
Toronto |
ON |
M4W 3E2 |
Canada |
North America |
https://www.linkedin.com/in/james-telfser-cfa-772231b/ |
|
2.009 |
|
|
https://www.linkedin.com/company/aventine-management-group/about/ |
http://aventine.ca |
Aventine Asset Management is a partner-owned investment firm founded in 2009 to provide asset allocation and risk management services to professionals, entrepreneurs, and affluent families. We work with clients across a range of mandates; growth, income, and capital preservation.
Our investment approach is active, concentrated and very mindful of downside risk. We believe that investing is less about avoiding risk than it is about taking risk well and having a plan to control your downside. All of our investment strategies employ robust research and proactive risk management processes. Our objective is to deliver consistently positive returns with reasonable volatility. |
|
| Aventura Capital Management, LLC |
Daniel |
Cauceglia |
President and CEO |
(305) 466-0467 x101 |
WM |
dcauceglia@aventuracap.com |
info@aventuracap.com |
100 SE 3RD AVE Suite 2216 |
Fort Lauderdale |
FL |
33394 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-cauceglia-5175b7109/ |
|
|
|
|
|
http://www.aventuracap.com/ |
Aventura Capital Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. |
|
| Aventura Capital Management, LLC |
Timothy |
Moy |
Senior VP |
(305) 466-0467 x103 |
WM |
tmoy@aventuracap.com |
info@aventuracap.com |
100 SE 3RD AVE Suite 2216 |
Fort Lauderdale |
FL |
33394 |
United States of America |
North America |
|
|
|
|
|
|
http://www.aventuracap.com/ |
Aventura Capital Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. |
|
| Aventura Capital Management, LLC |
Juan Camilo |
Lopez |
Registered Representative/Registered Investment Advisor |
(305) 466-0467 x105 |
WM |
jlopez@aventuracap.com |
info@aventuracap.com |
100 SE 3RD AVE Suite 2216 |
Fort Lauderdale |
FL |
33394 |
United States of America |
North America |
|
|
|
|
|
|
http://www.aventuracap.com/ |
Aventura Capital Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. |
|
| Aviso Wealth |
Kevin |
Vanderheyden |
SVP, Head of Correspondent & Institutional |
(604) 209-2575 |
WM |
kvanderheyden@aviso.ca |
cchen@aviso.ca |
700 – 1111 West Georgia Street |
Vancouver |
BC |
V6E 4T6 |
Canada |
North America |
https://www.linkedin.com/in/kevin-vanderheyden-35300613/ |
|
|
$70B |
|
https://www.linkedin.com/company/avisowealth/ |
https://www.aviso.ca/ |
Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. We provide comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients. Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. |
|
| Avitas Wealth Management |
Scott |
Duncanson |
Managing Director |
(424) 371-9019 |
WM |
scott@avitaswealth.com |
info@avitaswealth.com |
1901 Avenue of the Stars, Suite 1901 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/scott-duncanson/ |
|
2.017 |
|
|
https://www.linkedin.com/company/avitas-wealth-management/ |
https://avitaswealth.com/ |
At Avitas, we’re not just in the business of growing wealth. We’re in the business of growing relationships. You can count on us to stand by your side and offer solutions for every stage of your life. We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. |
|
| Avitas Wealth Management |
Russell |
Evans |
Managing Principal |
(424) 371-9022 |
WM |
russell@avitaswealth.com |
info@avitaswealth.com |
1901 Avenue of the Stars, Suite 1901 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/russellevans-avitas/ |
|
2.017 |
|
|
https://www.linkedin.com/company/avitas-wealth-management/ |
https://avitaswealth.com/ |
At Avitas, we’re not just in the business of growing wealth. We’re in the business of growing relationships. You can count on us to stand by your side and offer solutions for every stage of your life. We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. |
|
| Avitas Wealth Management |
Amit |
Josef |
Manager of Planning & Wealth Organizer |
Direct: (424) 371-9015 |
WM |
amit@avitaswealth.com |
info@avitaswealth.com |
1901 Avenue of the Stars, Suite 1901 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/amit-josef-cfp®-292aba64/ |
|
2.017 |
|
|
https://www.linkedin.com/company/avitas-wealth-management/ |
https://avitaswealth.com/ |
At Avitas, we’re not just in the business of growing wealth. We’re in the business of growing relationships. You can count on us to stand by your side and offer solutions for every stage of your life. We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. |
|
| Avitas Wealth Management |
Catherine |
Gerst |
Principal |
(424) 371-9011 |
WM |
catherine@avitaswealth.com |
info@avitaswealth.com |
1901 Avenue of the Stars, Suite 1901 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/catherine-gerst-60b44812/ |
|
2.017 |
|
|
https://www.linkedin.com/company/avitas-wealth-management/ |
https://avitaswealth.com/ |
At Avitas, we’re not just in the business of growing wealth. We’re in the business of growing relationships. You can count on us to stand by your side and offer solutions for every stage of your life. We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. |
|
| Avitas Wealth Management |
Greg |
Satz |
Principal |
(424) 371-9020 |
WM |
greg@avitaswealth.com |
info@avitaswealth.com |
1901 Avenue of the Stars, Suite 1901 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/greg-satz-228083171/ |
|
2.017 |
|
|
https://www.linkedin.com/company/avitas-wealth-management/ |
https://avitaswealth.com/ |
At Avitas, we’re not just in the business of growing wealth. We’re in the business of growing relationships. You can count on us to stand by your side and offer solutions for every stage of your life. We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. |
|
| Avitas Wealth Management |
Eric |
Taslitz |
Principal |
(424) 371-9025 |
WM |
eric@avitaswealth.com |
info@avitaswealth.com |
1901 Avenue of the Stars, Suite 1901 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/eric-taslitz-3541abb0/ |
|
2.017 |
|
|
https://www.linkedin.com/company/avitas-wealth-management/ |
https://avitaswealth.com/ |
At Avitas, we’re not just in the business of growing wealth. We’re in the business of growing relationships. You can count on us to stand by your side and offer solutions for every stage of your life. We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. |
|
| Avondale Wealth Management |
Justin |
Jacobs |
Principal & CoFounder, CFO |
(512) 505-8148 |
WM |
justin@avondalewealth.com |
info@avondalewealth.com |
4101 Parkstone Heights Suite 250 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/justinjacobsavondale/ |
|
|
$165 million |
|
https://www.linkedin.com/company/avondale-wealth-advisors |
https://www.avondalewealth.com |
Avondale Wealth Advisors is an independent wealth management firm, grounded in Christian principles and committed to providing comprehensive financial advice. Our values are centered upon integrity, conviction, and expertise. Our goal is to provide a high standard of service utilizing proactive advice and innovative solutions. |
|
| Avondale Wealth Management |
Tanner |
Price |
Senior Financial Advisor |
(512) 505-8148 |
WM |
tanner@avondalewealth.com |
info@avondalewealth.com |
4101 Parkstone Heights Suite 250 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/tanner-price-a648a681 |
|
|
$165 million |
|
https://www.linkedin.com/company/avondale-wealth-advisors |
https://www.avondalewealth.com |
Avondale Wealth Advisors is an independent wealth management firm, grounded in Christian principles and committed to providing comprehensive financial advice. Our values are centered upon integrity, conviction, and expertise. Our goal is to provide a high standard of service utilizing proactive advice and innovative solutions. |
|
| AXA Investment Managers |
Jean-Christophe |
Ménioux |
General Secretary and CFO |
|
WM |
jeanchristophe.menioux@axa-im.com |
|
Tour Majunga La Défense 6 Place de la Pyramide |
Puteaux |
|
92800 |
France |
Europe |
https://www.linkedin.com/in/jean-christophe-menioux-a2418283/ |
|
1.994 |
|
|
https://www.linkedin.com/company/axa-investment-managers/ |
https://www.axa-im.com/ |
We are active, long-term investors. With fundamental research at the core of our process, our investment professionals seek out and develop the most efficient and robust sources of alpha across world markets. From equities, fixed income and real assets to alternatives and multi-asset, we marry innovation and risk management in a bid to deliver long-term, value for clients. |
|
| Axberg Wealth Management, LLC |
Paul |
Axberg |
President |
(623) 398-0128 |
WM |
paxberg@axbergwealth.com |
paxberg@axbergwealth.com |
13613 West Camino Del Sol, Suite #3 |
Sun City West |
AZ |
85375 |
United States of America |
North America |
https://www.linkedin.com/in/paul-axberg-58a88710/ |
|
2.013 |
|
|
|
https://www.axbergwealth.com/ |
The mission of Axberg Wealth Management is dedication to the highest quality of customer service with compassion, professionalism, and assisting our clients in matters of wealth management and retirement planning. We believe in thinking "out of the box" and are not afraid of trying new methods in our approach to growing, investing and preserving wealth. |
|
| Axias Wealth Advisors |
Chris |
Pfanstiel |
Founder & Wealth Management Advisor |
Mobile: (412) 552-8031, Direct: (412) 733-4066 |
WM |
cpfanstiel@axiaswa.com |
|
381 Mansfield Ave., Suite 400 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-pfanstiel-aif-clu-chfc-ricp®-cfp®-5317389/ |
|
2.019 |
|
|
https://www.modusvivendiwealth.com/ |
https://www.axiaswa.com/ |
At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience. With unparalleled integrity and a little charisma, we also strive to personalize the financial planning experience. |
|
| Axias Wealth Advisors |
Ryan |
Grove |
Wealth Advisor |
(814) 460-0696 |
WM |
rgrove@htk.com |
|
381 Mansfield Ave., Suite 400 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/ryanhgrove/ |
|
2.019 |
|
rgrove@modusvivendiwealth.com |
https://www.modusvivendiwealth.com/ |
https://www.axiaswa.com/ |
At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience. With unparalleled integrity and a little charisma, we also strive to personalize the financial planning experience. |
|
| Axias Wealth Advisors |
Emma |
Gray |
Director of Investment Services |
(412) 480-5703 |
WM |
egray@axiaswa.com |
|
381 Mansfield Ave., Suite 400 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/emma-gray-026110199/ |
|
2.019 |
|
|
https://www.linkedin.com/company/axias-wealth-advisors/ |
https://www.axiaswa.com/ |
At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience. With unparalleled integrity and a little charisma, we also strive to personalize the financial planning experience. |
|
| Axias Wealth Advisors |
Nick |
Pochiba |
Financial Advisor |
(412) 736-2540 |
WM |
npochiba@axiaswa.com |
|
381 Mansfield Ave., Suite 400 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-pochiba-8ab182a5/ |
|
2.019 |
|
|
https://www.linkedin.com/company/axias-wealth-advisors/ |
https://www.axiaswa.com/ |
At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience. With unparalleled integrity and a little charisma, we also strive to personalize the financial planning experience. |
|
| Axias Wealth Advisors |
Jim |
George |
Wealth Advisor |
(412) 552-8031 |
WM |
jgeorge@htk.com |
|
381 Mansfield Ave., Suite 400 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
|
|
2.019 |
|
|
https://www.linkedin.com/company/axias-wealth-advisors/ |
https://www.axiaswa.com/ |
At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience. With unparalleled integrity and a little charisma, we also strive to personalize the financial planning experience. |
|
| Axias Wealth Advisors |
Dan |
Gray |
Financial Representative |
(412) 841-4264 |
WM |
dgray@axiaswa.com |
|
381 Mansfield Ave., Suite 400 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
|
|
2.019 |
|
|
https://www.linkedin.com/company/axias-wealth-advisors/ |
https://www.axiaswa.com/ |
At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience. With unparalleled integrity and a little charisma, we also strive to personalize the financial planning experience. |
|
| AZ Apice Capital Management LLC |
Walter |
Alves |
Managing Partner |
(305) 912-0915 |
WM |
walter@azapice.com |
info@azapice.com |
1221 Brickell Ave #2130 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/walter-j-alves-jr-322658116/ |
|
|
|
|
|
http://www.azapice.com/ |
AZ Apice Capital Management LLC provides investment advisory services. The Company offers investment management, wealth and corporate advisory, financial planning, and asset allocation services. AZ Apice Capital Management serves clients in the United States. |
|
| Azimut Brasil Wealth Management |
Antonio |
Costa |
CEO |
55 (11) 3552-7656 |
WM |
antonio.costa@azimutwealth.com.br |
contatowm@azimutwealth.com.br |
Rua Leopoldo Couto Magalhães Jr, 758 - 14th floor |
Sao Paulo |
|
04542-000 |
Brazil |
South America |
https://www.linkedin.com/in/antonio-costa-1b014aa1/ |
|
2.013 |
|
|
https://www.linkedin.com/company/azimutbrasilwealth/ |
http://www.azimutbrasil.com.br/azwealth/ |
At Azimut Brasil, all efforts are focused on meeting the needs of customers, according to their profile, offering the best investment solutions independently. This is possible thanks to the excellence of your team.
In Brazil, Azimut has a Wealth Management (Azimut Brasil Wealth Management) and a Resource Manager (AZ Quest), which are a reference with investors as the best alternative in the national market to take care of their interests, delivering them very high quality service and results in line with your needs.
Azimut Brasil is part of the international Azimut network, which also covers Italy, Luxembourg, Ireland, China (Hong Kong and Shanghai), Monaco, Switzerland, Singapore, Mexico, Taiwan, Chile, USA, Australia, Turkey and the United Arab Emirates. |
|
| B. Riley Wealth Management |
Chuck |
Hastings |
President |
(310) 689-2244, Mobile: (310) 913-9206 |
WM |
chastings@brileyam.com |
brileyam@brileyam.com |
11100 Santa Monica Blvd., Suite 800 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-hastings-926b5426/ |
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
2.014 |
$766M |
|
https://www.linkedin.com/company/brileywealthmanagement/ |
http://brileywealth.com/ |
At B. Riley Wealth Management we provide comprehensive advisory services, multi family office and customized portfolios for business leaders, entrepreneurs, and affluent families from investment strategy and portfolio construction to coordination of estate and trust services. |
|
| B. Riley Wealth Management |
Craig |
Pirtle |
Managing Director |
(310) 966-1446 |
WM |
craigpirtle@brileywealth.com |
brileyam@brileyam.com |
11100 Santa Monica Blvd., Suite 800 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/craig-pirtle-186b8b39/ |
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
2.014 |
$766M |
|
https://www.linkedin.com/company/brileywealthmanagement/ |
http://brileywealth.com/ |
At B. Riley Wealth Management we provide comprehensive advisory services, multi family office and customized portfolios for business leaders, entrepreneurs, and affluent families from investment strategy and portfolio construction to coordination of estate and trust services. |
|
| Babylon Wealth Management |
Stoyan |
Panayotov |
Founder and Financial Advisor |
(415) 851 3061 |
WM |
stoyan@babylonwealth.com |
|
100 Pine Street #1250 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/stoyanpanayotov/ |
|
2.016 |
|
|
https://www.linkedin.com/company/babylon-wealth-management |
https://www.babylonwealth.com/ |
Babylon Wealth Management is a fee-only financial advisor, located in Walnut Creek, California. We are committed to serving busy families through life transitions. Our goal is to simplify your financial life and help you make key financial decisions.
We are one of the top boutique financial advisors in Walnut Creek and the Bay Area. Our wealth management practice is a unique combination of personal financial planning, traditional investment management, tax-smart investing, estate planning, technical execution, liquidity management, behavioral finance, and risk management. |
|
| Badgley Phelps & Bell Inc. |
J. Kevin |
Callaghan |
Chairman and Wealth Manager |
206-623-6172 |
WM |
kevinc@badgley.com |
info@badgley.com |
1420 Fifth Avenue, Suite 3200 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-callaghan-36095211/ |
|
1.966 |
$2.2B |
|
https://www.linkedin.com/company/badgley-phelps-wealth-managers/ |
https://www.badgley.com/ |
Badgley Phelps specializes in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re employee-owned, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. |
|
| Badgley Phelps & Bell Inc. |
Mitzi |
Carletti |
Wealth Manager, Research Analyst |
(206) 623-6172 |
WM |
mitzic@badgley.com |
info@badgley.com |
1420 Fifth Avenue, Suite 3200 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/mitzi-carletti-cdfa™-656a325/ |
|
1.966 |
$2.2B |
|
https://www.linkedin.com/company/badgley-phelps-wealth-managers/ |
https://www.badgley.com/ |
Badgley Phelps specializes in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re employee-owned, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. |
|
| Badgley Phelps & Bell Inc. |
Steve |
Phelps |
CFA, CIC, President, Chief Investment Officer & Wealth Manager |
(206) 623-6172 |
WM |
stevep@badgley.com |
info@badgley.com |
1420 Fifth Avenue, Suite 3200 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/steven-phelps-cfa-cic-2590863/ |
|
1.966 |
$2.2B |
|
https://www.linkedin.com/company/badgley-phelps-wealth-managers/ |
https://www.badgley.com/ |
Badgley Phelps specializes in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re employee-owned, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. |
|
| Badii Group |
Kirk |
Badii |
Managing Partner |
(310) 846-8360 |
WM |
kirk@badiigroup.com |
|
555 West 5th Street, 35th Floor |
Los Angeles |
CA |
90013 |
United States of America |
North America |
https://www.linkedin.com/in/kirkbadii/ |
|
2.018 |
|
|
https://www.linkedin.com/company/badii-group-private-wealth-management/ |
https://badiigroup.com/ |
We are focused and independent. We do things differently! We pride ourselves on our six-star service. A Private Wealth Management firm serving the needs of ultra-high net worth individuals and families. Our experience has taught us that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allows us to work with families to simplify and coordinate their overall wealth management. We work closely with our clients to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. |
|
| Badii Group |
Tristan |
King |
Senior Associate |
(310) 846-8360 |
WM |
tristan@badiigroup.com |
|
555 West 5th Street, 35th Floor |
Los Angeles |
CA |
90013 |
United States of America |
North America |
https://www.linkedin.com/in/tristan-king-a7189698/ |
|
2.018 |
|
|
https://www.linkedin.com/company/badii-group-private-wealth-management/ |
https://badiigroup.com/ |
We are focused and independent. We do things differently! We pride ourselves on our six-star service. A Private Wealth Management firm serving the needs of ultra-high net worth individuals and families. Our experience has taught us that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allows us to work with families to simplify and coordinate their overall wealth management. We work closely with our clients to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. |
|
| Bailard Wealth Management |
Peter |
Molyneux Hill |
CEO, Chairman and Portfolio Manager |
(650) 571-5800 |
WM |
phill@bailard.com |
info@bailard.com |
180 Sutler Street Suite 200 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/peter-m-hill/ |
|
1.969 |
|
|
https://www.linkedin.com/company/bailard-inc./ |
https://www.bailard.com/ |
Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. The pursuit of excellence, in all its forms, drives everything we do. We believe in accountability, compassion, courage, excellence, fairness, and independence—and these values manifest in our strategies and client service. A tenured and independent firm founded in 1969, we offer wealth and institutional clients stability and candor. We stand committed to serving our clients with research-based insight, transparency, and compassion. You are not a robot. Neither are we.™ |
|
| Bailard Wealth Management |
Burnice |
Edward Sparks Jr |
President |
(650) 571-5800 |
WM |
bsparks@bailard.com |
info@bailard.com |
180 Sutler Street Suite 200 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/burnie-sparks-70592/ |
|
1.969 |
|
|
https://www.linkedin.com/company/bailard-inc./ |
https://www.bailard.com/ |
Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. The pursuit of excellence, in all its forms, drives everything we do. We believe in accountability, compassion, courage, excellence, fairness, and independence—and these values manifest in our strategies and client service. A tenured and independent firm founded in 1969, we offer wealth and institutional clients stability and candor. We stand committed to serving our clients with research-based insight, transparency, and compassion. You are not a robot. Neither are we.™ |
|
| Bailard Wealth Management |
Sonya |
Thadhani |
COO, EVP and Chief Risk Officer and Portfolio Manager |
(650) 571-5800 |
WM |
sthadhani@bailard.com |
info@bailard.com |
180 Sutler Street Suite 200 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/sonya-thadhani-cfa-7a620/ |
|
1.969 |
|
|
https://www.linkedin.com/company/bailard-inc./ |
https://www.bailard.com/ |
Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. The pursuit of excellence, in all its forms, drives everything we do. We believe in accountability, compassion, courage, excellence, fairness, and independence—and these values manifest in our strategies and client service. A tenured and independent firm founded in 1969, we offer wealth and institutional clients stability and candor. We stand committed to serving our clients with research-based insight, transparency, and compassion. You are not a robot. Neither are we.™ |
|
| Baillie Gifford |
Kate |
Fox |
Investment Manager, European Equities Team |
44 131 275-2000 |
WM |
kate.fox@bailliegifford.com |
bailliegifford@asset-communication.de |
Calton Square, 1 Greenside Row |
Edinburgh |
|
EH1 3AN |
United Kingdom |
Europe |
|
|
1.908 |
|
|
https://www.linkedin.com/company/baillie-gifford/?originalSubdomain=be |
https://www.bailliegifford.com/ |
Baillie Gifford is one of the UK's leading independently owned investment management firms. It is owned and run by 43 of its senior executives who operate as a partnership, a structure which has endured for over a century and which provides stability for clients and motivation for employees. It enables us to manage the business for the future as well as the present, with the emphasis on genuine long–term thinking rather than short-term targets. |
|
| Baillie Gifford |
Julie |
Paul |
Manager, North American Funds Operations Department |
44 131 275-2000 |
WM |
julie.paul@bailliegifford.com |
bailliegifford@asset-communication.de |
Calton Square, 1 Greenside Row |
Edinburgh |
|
EH1 3AN |
United Kingdom |
Europe |
https://www.linkedin.com/in/julie-paul-nee-wilson-41a70219/ |
|
1.908 |
|
|
https://www.linkedin.com/company/baillie-gifford/?originalSubdomain=be |
https://www.bailliegifford.com/ |
Baillie Gifford is one of the UK's leading independently owned investment management firms. It is owned and run by 43 of its senior executives who operate as a partnership, a structure which has endured for over a century and which provides stability for clients and motivation for employees. It enables us to manage the business for the future as well as the present, with the emphasis on genuine long–term thinking rather than short-term targets. |
|
| Baillie Gifford |
Joss |
Saunders |
COO |
44 131 275-2000 |
WM |
joss.saunders@bailliegifford.com |
bailliegifford@asset-communication.de |
Calton Square, 1 Greenside Row |
Edinburgh |
|
EH1 3AN |
United Kingdom |
Europe |
https://www.linkedin.com/in/joss-saunders-8b4976b3/ |
|
1.908 |
|
|
https://www.linkedin.com/company/baillie-gifford/ |
https://www.bailliegifford.com/ |
Baillie Gifford is one of the UK's leading independently owned investment management firms. It is owned and run by 43 of its senior executives who operate as a partnership, a structure which has endured for over a century and which provides stability for clients and motivation for employees. It enables us to manage the business for the future as well as the present, with the emphasis on genuine long–term thinking rather than short-term targets. |
|
| Baird Private Wealth Management |
Leah |
Hoffman |
Managing Director and Financial Advisor |
(602) 224-4900 |
WM |
lhoffman@rwbaird.com |
|
2425 E. Camelback Rd, Suite 530 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/leah-hoffman-cfp®-chfc®-cdfa®-72b70110/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
https://www.bairdwealth.com/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. |
|
| Baird Private Wealth Management |
Drew |
Armao |
Senior Vice President |
(602) 224-4900 |
WM |
darmao@rwbaird.com |
|
2425 E. Camelback Rd, Suite 530 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/drew-armao-37282640/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
https://www.bairdwealth.com/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. |
|
| Baird Private Wealth Management |
Bradley |
Lundquist |
First Vice President |
(602) 224-4900 |
WM |
blundquist@rwbaird.com |
|
2425 E. Camelback Rd, Suite 530 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/bradley-lundquist-59437416/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
https://www.bairdwealth.com/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. |
|
| Baird Private Wealth Management |
Mark |
Peterson |
Market Manager |
(602) 224-4900 |
WM |
MPeterson@rwbaird.com |
|
2425 E. Camelback Rd, Suite 530 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/mark-peterson-8520521b/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
https://www.bairdwealth.com/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. |
|
| Baird Private Wealth Management |
Keith |
Epstein |
Senior Vice President & Branch Manager |
(561) 650-5700 |
WM |
kepstein@rwbaird.com |
|
777 South Flagler Drive, Suite 1401 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/keith-epstein-cfp®-08829a11/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
http://www.bairdoffices.com/westpalmbeach_fl/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. |
|
| Baird Private Wealth Management |
Angelo |
Fiacco |
Managing Director |
(561) 650-5700 |
WM |
afiacco@rwbaird.com |
|
777 South Flagler Drive, Suite 1401 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/angelo-fiacco-45806012/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
http://www.bairdoffices.com/westpalmbeach_fl/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. |
|
| Baird Private Wealth Management |
Alex |
Bigelow |
Managing Director |
(561) 650-5700 |
WM |
abigelow@rwbaird.com |
|
777 South Flagler Drive, Suite 1401 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/alexbigelow/ |
|
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co/ |
http://www.bairdoffices.com/westpalmbeach_fl/ |
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than$285 billion in assets for clients around the world and employs more than 4,500 associates. |
|
| Baker Avenue Asset Management |
Simon |
Baker |
CEO |
(214) 306-9849 |
WM |
sb@bakerave.com |
tx@bakerave.com |
550 Reserve Street Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/simonbaker/ |
|
2.004 |
$750 million |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| Baker Avenue Asset Management |
Jerry |
Luff |
COO |
(214) 306-9849 |
WM |
jl@bakerave.com |
tx@bakerave.com |
550 Reserve Street Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-luff-cfp-31a0aa4/ |
|
2.004 |
$750 million |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| Baker Avenue Asset Management |
Doug |
Couden |
Chief Investment Officer |
(214) 306-9849 |
WM |
dc@bakerave.com |
tx@bakerave.com |
550 Reserve Street Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/dougcouden/ |
|
2.004 |
$750 million |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| Baker Avenue Asset Management |
King |
Lip |
Chief Strategiest |
(214) 306-9849 |
WM |
kl@bakerave.com |
tx@bakerave.com |
550 Reserve Street Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/king-lip-cfa-cfp-cmt-63380357/ |
|
2.004 |
$750 million |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| Baker Avenue Asset Management |
Hannah |
Kim |
Chief Compliance Officer & Director of Operations |
(214) 306-9849 |
WM |
hk@bakerave.com |
tx@bakerave.com |
550 Reserve Street Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/hannah-kim-8a422359/ |
|
2.004 |
$750 million |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| Baker Street Advisors, LLC |
Jeff |
Colin |
Partner |
(415) 344-6180 |
WM |
jeff@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jeffcolin/ |
|
2.004 |
$5,760 million |
|
https://www.linkedin.com/company/baker-street-advisors |
http://www.bakerstreetadvisors.com/ |
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. |
|
| Baker Street Advisors, LLC |
Jim |
Milligan |
Partner |
(415) 344-6180 |
WM |
jim@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jimmilliganbakerstreetadvisors/ |
|
2.004 |
$5,760 million |
|
https://www.linkedin.com/company/baker-street-advisors |
http://www.bakerstreetadvisors.com/ |
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. |
|
| Baker Street Advisors, LLC |
Michael |
van den Akker |
Partner |
(415) 344-6180 |
WM |
michael@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/michael-van-den-akker-695a581a/ |
|
2.004 |
$5,760 million |
|
https://www.linkedin.com/company/baker-street-advisors |
http://www.bakerstreetadvisors.com/ |
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. |
|
| Baker Street Advisors, LLC |
Chris |
Wilkens |
Partner |
(415) 344-6180 |
WM |
chris@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-wilkens-4567971/ |
|
2.004 |
$5,760 million |
|
https://www.linkedin.com/company/baker-street-advisors |
http://www.bakerstreetadvisors.com/ |
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. |
|
| Baker Street Advisors, LLC |
Heather |
Pelant |
Managing Director |
(415) 344-6180 |
WM |
heather@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/heatherpelant/ |
|
2.004 |
$5,760 million |
|
https://www.linkedin.com/company/baker-street-advisors |
http://www.bakerstreetadvisors.com/ |
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. |
|
| BakerAvenue Wealth Management |
Simon |
Baker |
CEO |
(415) 986-1110 |
WM |
sb@bakerave.com |
sf@bakerave.com |
301 Battery Street Floor 2 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/simonbaker/ |
|
2.004 |
$1.16 billion |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| BakerAvenue Wealth Management |
Jerry |
Luff |
COO |
(415) 986-1110 |
WM |
jl@bakerave.com |
sf@bakerave.com |
301 Battery Street Floor 2 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-luff-cfp-31a0aa4/ |
|
2.004 |
$1.16 billion |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| BakerAvenue Wealth Management |
Doug |
Couden |
Chief Investment Officer |
(415) 986-1110 |
WM |
dc@bakerave.com |
sf@bakerave.com |
301 Battery Street Floor 2 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/dougcouden/ |
|
2.004 |
$1.16 billion |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| BakerAvenue Wealth Management |
King |
Lip |
Chief Strategist |
(415) 986-1110 |
WM |
kl@bakerave.com |
sf@bakerave.com |
301 Battery Street Floor 2 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/king-lip-cfa-cfp-cmt-63380357/ |
|
2.004 |
$1.16 billion |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| BakerAvenue Wealth Management |
Hannah |
Kim |
Chief Compliance Officer & Director of Operations |
(415) 986-1110 |
WM |
hk@bakerave.com |
sf@bakerave.com |
301 Battery Street Floor 2 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/hannah-kim-8a422359/ |
|
2.004 |
$1.16 billion |
|
https://www.linkedin.com/company/bakerave/ |
http://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| BakerAvenue Wealth Management |
Doug |
Couden |
Chief Investment Officer & Partner |
(214) 306-9849 |
WM |
dcouden@bakerave.com |
tx@bakerave.com |
550 Reserve St., Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/dougcouden/ |
|
2.004 |
|
|
https://www.linkedin.com/company/bakerave/ |
https://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| BakerAvenue Wealth Management |
Tom |
Ngo |
President & Partner |
(214) 306-9849 |
WM |
tngo@bakerave.com |
tx@bakerave.com |
550 Reserve St., Suite 270 |
Southlake |
TX |
76092 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/bakerave/ |
https://www.bakerave.com/ |
BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come. |
|
| Balasa Dinverno Foltz LLC |
Justin |
Peacock |
Owner and Wealth Manager |
(630) 875-4900 |
WM |
jpeacock@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Boulevard Suite 1400 |
Itasca |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/justin-peacock-mba-cfp®/ |
|
1.986 |
$3.5 billion |
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Balasa Dinverno Foltz LLC |
Charles |
Neff |
Wealth Manager |
(630) 875-4900 |
WM |
cneff@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Boulevard Suite 1400 |
Itasca |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/chuckneffcfp/ |
|
1.986 |
$3.5 billion |
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Balasa Dinverno Foltz LLC |
Gary |
Pattengale |
Wealth Manager |
(630) 875-4900 |
WM |
gpattengale@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Boulevard Suite 1400 |
Itasca |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/gary-pattengale-cpa-cfp®-3806b822/ |
|
1.986 |
$3.5 billion |
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Balasa Dinverno Foltz LLC |
John |
Smith |
Wealth Manager |
(630) 875-4900 |
WM |
jsmith@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Boulevard Suite 1400 |
Itasca |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/jsmithbdf/ |
|
1.986 |
$3.5 billion |
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Balasa Dinverno Foltz LLC |
Jim |
King |
Owner, Wealth Manager & Commercial Insurance Professionals Practice Group Leader |
(630) 875-4900 |
WM |
jking@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Blvd Ste 1400 |
Itaska |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/jim-king-cpa-cfp®/ |
|
1.986 |
|
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Balasa Dinverno Foltz LLC |
Jonathan |
Baker |
Wealth Manager |
(630) 875-4900 |
WM |
jbaker@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Boulevard, Suite 1400 |
Itaska |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/jonathansheldonbaker/ |
|
1.986 |
$3.5B |
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Balasa Dinverno Foltz LLC |
Mark |
Balasa |
Co-Founder & CIO |
(630) 875-4900 |
WM |
mbalasa@bdfllc.com |
bdfmarketing@bdfllc.com |
500 Park Boulevard, Suite 1400 |
Itaska |
IL |
60143 |
United States of America |
North America |
https://www.linkedin.com/in/markbalasa/ |
|
1.986 |
$3.5B |
|
https://www.linkedin.com/company/balasa-dinverno-foltz-llc/ |
https://bdfllc.com/ |
At Balasa Dinverno Foltz LLC our mission is simple - we help you enjoy a full life. And it drives everything we do.
• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice
We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:
• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows |
|
| Baldwin Investment Management, LLC |
Cathy |
Berry |
Managing Director |
610-260-1555 |
WM |
cberry@baldwinim.com |
|
100 Four Falls Corporate Center Suite 202 |
West Conshohocken |
PA |
19428 |
United States of America |
North America |
|
|
1.999 |
|
|
|
http://www.baldwinim.com/ |
Baldwin Management LLC provides wealth management and financial advisory services. The Company offers investment advisors, family office specialists and financial planners. Baldwin Management serves families, foundations and non-profit institutions. |
|
| Baldwin Investment Management, LLC |
Susan |
Berry-Gorelli |
Managing Director |
(610) 260-1555 |
WM |
sberry-gorelli@baldwinim.com |
|
100 Four Falls Corporate Center, Suite 202 |
West Conshohocken |
PA |
19428 |
United States of America |
North America |
|
|
1.999 |
$325M |
|
|
http://www.baldwinim.com/ |
Baldwin Management LLC provides wealth management and financial advisory services. The Company offers investment advisors, family office specialists and financial planners. Baldwin Management serves families, foundations and non-profit institutions. |
|
| Baldwin Investment Management, LLC |
David |
Buten |
Managing Director |
(610) 260-9815 |
WM |
dbuten@baldwinim.com |
|
100 Four Falls Corporate Center, Suite 202 |
West Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/david-buten-4b639512/ |
|
1.999 |
$325M |
|
|
http://www.baldwinim.com/ |
Baldwin Management LLC provides wealth management and financial advisory services. The Company offers investment advisors, family office specialists and financial planners. Baldwin Management serves families, foundations and non-profit institutions. |
|
| Ballentine Partners LLC |
Drew |
McMorrow |
President & CEO |
(781) 314-1321 |
WM |
dmcmorrow@ballentinepartners.com |
info@ballentinepartners.com |
230 3rd Ave Fl 6 |
Waltham |
MA |
02451 |
United States of America |
North America |
https://www.linkedin.com/in/drew-mcmorrow-158362156/ |
|
1.984 |
$6.9B |
|
https://www.linkedin.com/company/ballentine-partners-llc/ |
https://ballentinepartners.com/ |
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. |
|
| Ballentine Partners LLC |
Will |
Braman |
Partner & Chief Investment Officer |
(781) 314-1312 |
WM |
wbraman@ballentinepartners.com |
info@ballentinepartners.com |
230 3rd Ave Fl 6 |
Waltham |
MA |
02451 |
United States of America |
North America |
https://www.linkedin.com/in/will-braman-3310547/ |
|
1.984 |
$6.9B |
|
https://www.linkedin.com/company/ballentine-partners-llc/ |
https://ballentinepartners.com/ |
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. |
|
| Ballentine Partners LLC |
Coventry |
Edwards-Pitt |
Partner & Chief Wealth Advisory Officer |
(781) 314-1322 |
WM |
cedwards-pitt@ballentinepartners.com |
info@ballentinepartners.com |
230 3rd Ave Fl 6 |
Waltham |
MA |
02451 |
United States of America |
North America |
https://www.linkedin.com/in/coventry-edwards-pitt-148b59/ |
|
1.984 |
$6.9B |
|
https://www.linkedin.com/company/ballentine-partners-llc/ |
https://ballentinepartners.com/ |
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. |
|
| Ballentine Partners LLC |
Anja |
Saloranta |
Partner & COO |
(781) 907-7325 |
WM |
asaloranta@ballentinepartners.com |
info@ballentinepartners.com |
230 3rd Ave Fl 6 |
Waltham |
MA |
02451 |
United States of America |
North America |
https://www.linkedin.com/in/anja-saloranta-4b73935/ |
|
1.984 |
$6.9B |
|
https://www.linkedin.com/company/ballentine-partners-llc/ |
https://ballentinepartners.com/ |
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. |
|
| Ballentine Partners LLC |
Roy |
Ballentine |
Executive Chairman & Founder |
(603) 737-1220, (781) 314-1300 |
WM |
rballentine@ballentinepartners.com |
info@ballentinepartners.com |
P.O. Box 1860, 55 Mill St. |
Wolfeboro |
NH |
03894 |
United States of America |
North America |
https://www.linkedin.com/in/roy-ballentine-26509420/ |
|
1.984 |
$6.9B |
|
https://www.linkedin.com/company/ballentine-partners-llc/ |
https://ballentinepartners.com/ |
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. |
|
| Ballew Wealth Management |
Matthew |
Ballew |
Chairman of the Board |
(800) 879-4467 |
WM |
mattb@ballewwealth.com |
|
4800 I-55 North Suite 21 |
Jackson |
MS |
39236 |
United States of America |
North America |
|
|
1.988 |
$454M |
|
https://www.linkedin.com/company/security-ballew-inc |
https://www.ballewwealth.com/ |
Security Ballew Wealth Management specializes in asset management, financial planning and investment advice. We examine financial markets using fundamental, technical and thematic analysis and we provide a personal approach with our high net worth clients. |
|
| Ballew Wealth Management |
C Brooks |
Mosley |
President |
(800) 879-4467 |
WM |
brooksm@ballewwealth.com |
|
4800 I-55 North Suite 21 |
Jackson |
MS |
39236 |
United States of America |
North America |
https://www.linkedin.com/in/brooks-mosley-b7223323/ |
|
1.988 |
$454M |
|
https://www.linkedin.com/company/security-ballew-inc |
https://www.ballewwealth.com/ |
Security Ballew Wealth Management specializes in asset management, financial planning and investment advice. We examine financial markets using fundamental, technical and thematic analysis and we provide a personal approach with our high net worth clients. |
|
| Ballew Wealth Management |
Karl |
Byrd |
Vice President |
(800) 879-4467 |
WM |
karlb@ballewwealth.com |
|
4800 I-55 North Suite 21 |
Jackson |
MS |
39236 |
United States of America |
North America |
https://www.linkedin.com/in/karl-byrd-0bb2269/ |
|
1.988 |
$454M |
|
https://www.linkedin.com/company/security-ballew-inc |
https://www.ballewwealth.com/ |
Security Ballew Wealth Management specializes in asset management, financial planning and investment advice. We examine financial markets using fundamental, technical and thematic analysis and we provide a personal approach with our high net worth clients. |
|
| Ballew Wealth Management |
James A. ''Al" |
Hurt |
Vice President |
(800) 879-4467 |
WM |
alh@ballewwealth.com |
|
4800 I-55 North Suite 21 |
Jackson |
MS |
39236 |
United States of America |
North America |
|
|
1.988 |
$454M |
|
https://www.linkedin.com/company/security-ballew-inc |
https://www.ballewwealth.com/ |
Security Ballew Wealth Management specializes in asset management, financial planning and investment advice. We examine financial markets using fundamental, technical and thematic analysis and we provide a personal approach with our high net worth clients. |
|
| Ballew Wealth Management |
T. Doug |
Dale |
Shareholder and Principal |
(800) 879-4467 |
WM |
td@ballewwealth.com |
|
4800 I-55 North Suite 21 |
Jackson |
MS |
39236 |
United States of America |
North America |
|
|
1.988 |
$454M |
|
https://www.linkedin.com/company/security-ballew-inc |
https://www.ballewwealth.com/ |
Security Ballew Wealth Management specializes in asset management, financial planning and investment advice. We examine financial markets using fundamental, technical and thematic analysis and we provide a personal approach with our high net worth clients. |
|
| BAM Advisor Services, LLC |
Adam |
Birenbaum |
CEO |
(800) 711-2027 |
WM |
abirenbaum@bamadvisor.com |
bambd@bamadvisor.com |
8182 Maryland Avenue Suite 900 |
St Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/adam-birenbaum-59a8681/ |
|
1.994 |
$3,249 million |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://www.bamadvisorservices.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| BAM Advisor Services, LLC |
Jeff |
Remming |
President |
(314) 743-2270 |
WM |
jremming@bamadvisor.com |
bambd@bamadvisor.com |
8182 Maryland Avenue Suite 900 |
St Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/remming/ |
|
1.994 |
$3,249 million |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://www.bamadvisorservices.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| BAM Advisor Services, LLC |
Mont |
Seasongood Levy |
Principal & Co-Founder |
(314) 743-2210 |
WM |
mlevy@bamadvisor.com |
bambd@bamadvisor.com |
8182 Maryland Avenue Suite 900 |
St Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/mont-levy-5932169/ |
|
1.994 |
$3,249 million |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://www.bamadvisorservices.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| BANDER Investments, LLC |
Blayne |
Andersen |
Private Wealth Advisor |
(855) 226-3374 |
WM |
bandersen@BANDERInvestments.com |
lparr@BANDERInvestments.com |
16 Inverness Place East, D-200 |
Englewood |
CO |
80112 |
United States of America |
North America |
https://www.linkedin.com/in/blayne-a-andersen-8a8b12/ |
|
2.009 |
|
|
https://www.linkedin.com/company/bander-investments/ |
https://www.banderinvestments.com/ |
BANDER Investments is an independent, locally-owned, full-service investment firm that offers comprehensive financial services with an individualized focus on small business owners, retirees and professionals. Through a broad array of investments, services and technology, our financial consultants have the flexibility to choose the right tools that will work for you in today’s ever-changing financial climate. We are committed to helping you achieve your financial goals and objectives. We want to win long term and build relationships that last with our valued clients. |
|
| BANDER Investments, LLC |
Douglas |
Aumont |
Certified Financial Planner |
(855) 226-3374 |
WM |
daumont@BANDERInvestments.com |
lparr@BANDERInvestments.com |
16 Inverness Place East, D-200 |
Englewood |
CO |
80112 |
United States of America |
North America |
https://www.linkedin.com/in/dougaumont/ |
|
2.009 |
|
|
https://www.linkedin.com/company/bander-investments/ |
https://www.banderinvestments.com/ |
BANDER Investments is an independent, locally-owned, full-service investment firm that offers comprehensive financial services with an individualized focus on small business owners, retirees and professionals. Through a broad array of investments, services and technology, our financial consultants have the flexibility to choose the right tools that will work for you in today’s ever-changing financial climate. We are committed to helping you achieve your financial goals and objectives. We want to win long term and build relationships that last with our valued clients. |
|
| BANDER Investments, LLC |
Rein |
Weil |
Director of Client Services |
(855) 226-3374 |
WM |
rweil@BANDERInvestments.com |
lparr@BANDERInvestments.com |
16 Inverness Place East, D-200 |
Englewood |
CO |
80112 |
United States of America |
North America |
https://www.linkedin.com/in/rein-weil-743313116/ |
|
2.009 |
|
|
https://www.linkedin.com/company/bander-investments/ |
https://www.banderinvestments.com/ |
BANDER Investments is an independent, locally-owned, full-service investment firm that offers comprehensive financial services with an individualized focus on small business owners, retirees and professionals. Through a broad array of investments, services and technology, our financial consultants have the flexibility to choose the right tools that will work for you in today’s ever-changing financial climate. We are committed to helping you achieve your financial goals and objectives. We want to win long term and build relationships that last with our valued clients. |
|
| Bank of New York Mellon Wealth Management |
Eileen |
Foley |
Managing Director |
(617) 420-7328 |
WM |
foresight@bnymellon.com |
|
BNY Mellon Center One Boston Place 201 Washington Street |
Boston |
MA |
2108 |
United States of America |
North America |
https://www.linkedin.com/in/eileen-foley-33961113/ |
|
2.007 |
|
foresight@bnymellon.com |
https://www.linkedin.com/company/bnymellonwealthmanagement |
https://www.bnymellonwealth.com/segments/individuals-and-families.jsp |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We provide exceptional capabilities, proven experience and innovative wealth management solutions to high-net-worth individuals, family offices, planned giving programs, endowments and foundations. Our ability to apply our skills and capabilities consistently, expertly, and personally has resulted in highly satisfied clients and enduring relations that span market cycles and generations. |
|
| Bank of Singapore |
Bahren |
Shaari |
CEO |
65 6559 8000 |
WM |
bahren.shaari@bankofsingapore.com |
|
63 Market Street, 22nd Floor Bank of Singapore Centre |
Singapore |
|
048942 |
Singapore |
Asia |
https://www.linkedin.com/in/bahren-shaari（博林）-b723627/ |
|
|
|
|
https://www.linkedin.com/company/bank-of-singapore/ |
https://www.bankofsingapore.com/ |
Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapore, Bank of Singapore operates from a strong and open economy. We are one of the fastest growing private banks in Asia, offering a structured and consistent approach - an open architecture product platform with robust research capabilities to deliver a total risk-based solution customised to each client’s needs. As we are strategically positioned to serve our clients across the globe with our network of offices, they also enjoy access to our parent company’s full suite of investment and commercial banking solutions such as financing, insurance and brokerage services. |
|
| Bank of Singapore |
Sujin |
Mathews Thomas |
Group Brand & Communications |
Direct: 65 6530 4416, Mobile: 65 9880 5644 |
WM |
SujinThomas@ocbc.com |
|
63 Market Street, 22nd Floor Bank of Singapore Centre |
Singapore |
|
048942 |
Singapore |
Asia |
|
|
|
|
|
https://www.linkedin.com/company/bank-of-singapore/ |
https://www.bankofsingapore.com/ |
Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapore, Bank of Singapore operates from a strong and open economy. We are one of the fastest growing private banks in Asia, offering a structured and consistent approach - an open architecture product platform with robust research capabilities to deliver a total risk-based solution customised to each client’s needs. As we are strategically positioned to serve our clients across the globe with our network of offices, they also enjoy access to our parent company’s full suite of investment and commercial banking solutions such as financing, insurance and brokerage services. |
|
| Bank of Singapore |
Carole |
Suen |
Executive Director |
65 6559 8000 |
WM |
Carole.Suen@bankofsingapore.com |
|
63 Market Street, 22nd Floor Bank of Singapore Centre |
Singapore |
|
048942 |
Singapore |
Asia |
https://www.linkedin.com/in/carole-suen-062b9129/ |
|
|
|
|
https://www.linkedin.com/company/bank-of-singapore/ |
https://www.bankofsingapore.com/ |
Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapore, Bank of Singapore operates from a strong and open economy. We are one of the fastest growing private banks in Asia, offering a structured and consistent approach - an open architecture product platform with robust research capabilities to deliver a total risk-based solution customised to each client’s needs. As we are strategically positioned to serve our clients across the globe with our network of offices, they also enjoy access to our parent company’s full suite of investment and commercial banking solutions such as financing, insurance and brokerage services. |
|
| Bank of Singapore |
Olivier |
Denis |
Global Market Head |
65 6559 8000 |
WM |
olivier.denis@bankofsingapore.com |
|
63 Market Street, 22nd Floor Bank of Singapore Centre |
Singapore |
|
048942 |
Singapore |
Asia |
|
|
|
|
|
https://www.linkedin.com/company/bank-of-singapore/ |
https://www.bankofsingapore.com/ |
Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapore, Bank of Singapore operates from a strong and open economy. We are one of the fastest growing private banks in Asia, offering a structured and consistent approach - an open architecture product platform with robust research capabilities to deliver a total risk-based solution customised to each client’s needs. As we are strategically positioned to serve our clients across the globe with our network of offices, they also enjoy access to our parent company’s full suite of investment and commercial banking solutions such as financing, insurance and brokerage services. |
|
| Banque Morval |
Roberto |
Pusterla |
Member of the Management |
41 22 596 37 00 |
WM |
rpusterla@morval.ch |
info@intesasanpaolopbmorval.ch |
Geneva Boulevard du Théâtre 3 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/pusterla-roberto-4a92198/ |
|
1.989 |
€3B |
|
https://www.linkedin.com/company/banque-morval/ |
http://www.morval.ch/ |
Banque Morval is a Swiss private bank dedicated to wealth management that is owned by the Zanon di Valgiurata family who are involved at the executive level of the bank.
With a background that is culturally and historically rooted in the management of private and professional assets, Banque Morval embodies the marriage of understated discretion with keen-eyed professionalism. |
|
| Barclays Wealth Management |
Mark |
Smith |
Managing Director |
44 207 116-9000 |
WM |
mark.smith@barclays.com |
|
1 Churchill Place |
London |
|
E14 5HP |
United Kingdom |
Europe |
https://www.linkedin.com/in/mark-smith-6b36b416/ |
|
|
|
|
|
https://www.barclays.co.uk/ |
Mark Smith holds the position of Managing Director , Head of London and the South East at Barclays Wealth and Investment Management. |
|
| Barnes Pettey Financial Advisors, LLC |
Dudley |
Barnes |
Financial Advisor |
(662) 627-2225 |
WM |
dudley.barnes@raymondjames.com |
|
252 Sunflower Avenue |
Clarksdale |
MS |
38614 |
United States of America |
North America |
|
|
|
$920M |
|
https://www.linkedin.com/company/barnes-pettey-financial-advisors-llc/?originalSubdomain=ph |
http://www.barnespettey.com/ |
Barnes-Pettey Financial Advisors, LLC, (Phone 662-627-2225) is an Independent Registered Investment Advisor headquartered in Clarksdale, Mississippi. For over 35 years, we have been providing comprehensive financial planning and wealth management services to individuals, families, and small businesses. During those years, we have worked with clients in many different professions, businesses, and financial situations. Experience and expertise are two good reasons to select Barnes-Pettey as your Financial Advisor.
Our goal is to build secure, long term relationships by partnering with our clients to help them achieve their financial objectives. Our business process reflects our commitment to excellence and to client loyalty. As a result, our clients can enjoy the confidence that comes from knowing their financial resources are being managed prudently by professionals in whom they trust. |
|
| Barnes Pettey Financial Advisors, LLC |
Holmes |
Pettey |
Financial Advisor |
(662) 627-2225 |
WM |
holmes.pettey@raymondjames.com |
|
252 Sunflower Avenue |
Clarksdale |
MS |
38614 |
United States of America |
North America |
https://www.linkedin.com/in/holmes-pettey-09a2a568/ |
|
|
$920M |
|
https://www.linkedin.com/company/barnes-pettey-financial-advisors-llc/?originalSubdomain=ph |
http://www.barnespettey.com/ |
Barnes-Pettey Financial Advisors, LLC, (Phone 662-627-2225) is an Independent Registered Investment Advisor headquartered in Clarksdale, Mississippi. For over 35 years, we have been providing comprehensive financial planning and wealth management services to individuals, families, and small businesses. During those years, we have worked with clients in many different professions, businesses, and financial situations. Experience and expertise are two good reasons to select Barnes-Pettey as your Financial Advisor.
Our goal is to build secure, long term relationships by partnering with our clients to help them achieve their financial objectives. Our business process reflects our commitment to excellence and to client loyalty. As a result, our clients can enjoy the confidence that comes from knowing their financial resources are being managed prudently by professionals in whom they trust. |
|
| Barnett Capital Advisors |
Andrew |
Carrillo |
Financial Planner |
(305) 328-8538 |
WM |
andrew.carrillo@barnettcapitaladvisors.com |
info@barnettcapitaladvisors.com |
1428 Brickell Ave Suite 500 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-carrillo-cfp®-awma®-crpc®-336b4428/ |
|
|
|
|
https://www.linkedin.com/company/barnett-capital-advisors/ |
https://www.barnettcapitaladvisors.com/ |
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Barometer Capital Management Inc. |
David |
Burrows |
President, Chief Investment Strategist |
(416) 601-6888 |
WM |
dburrows@barometercapital.ca |
contact@barometercapital.ca |
1 University Avenue, Suite 1800 |
Toronto |
ON |
M5J 2P1 |
Canada |
North America |
https://www.linkedin.com/in/david-burrows-a7141216/ |
|
2.006 |
$2.5 billion |
|
https://www.linkedin.com/company/barometercapital/ |
https://www.barometercapital.ca/ |
Capturing opportunity and protecting your capital. At Barometer Capital Management, we take an active management approach to investing. Our investment process provides both objectivity and transparency, helping to ensure ongoing engagement with our clients and advisor partners.
We recognize that managing to an absolute return target means doing more than just effective security selection. It also means managing risk at the portfolio level to preserve capital when risks are elevated. With a proven track record of generating returns regardless of prevailing conditions, consistently preserving capital in the most difficult markets. |
|
| Barometer Capital Management Inc. |
Roy |
Scaini |
EVP, COO |
(416) 601-6888 |
WM |
rscaini@barometercapital.ca |
contact@barometercapital.ca |
1 University Avenue, Suite 1800 |
Toronto |
ON |
M5J 2P1 |
Canada |
North America |
https://www.linkedin.com/in/roy-scaini-67b412b/ |
|
2.006 |
$2.5 billion |
|
https://www.linkedin.com/company/barometercapital/ |
https://www.barometercapital.ca/ |
Capturing opportunity and protecting your capital. At Barometer Capital Management, we take an active management approach to investing. Our investment process provides both objectivity and transparency, helping to ensure ongoing engagement with our clients and advisor partners.
We recognize that managing to an absolute return target means doing more than just effective security selection. It also means managing risk at the portfolio level to preserve capital when risks are elevated. With a proven track record of generating returns regardless of prevailing conditions, consistently preserving capital in the most difficult markets. |
|
| Barometer Capital Management Inc. |
Greg |
Guichon |
Chairman & CEO, Chief Portfolio Manager |
(416) 601-6888 |
WM |
gguichon@barometercapital.ca |
contact@barometercapital.ca |
1 University Ave #1910 |
Toronto |
ON |
M5J 2P1 |
Canada |
North America |
https://www.linkedin.com/in/greg-guichon-7749317/ |
|
2.006 |
$2.5 billion |
|
https://www.linkedin.com/company/barometercapital/ |
https://www.barometercapital.ca/ |
Capturing opportunity and protecting your capital. At Barometer Capital Management, we take an active management approach to investing. Our investment process provides both objectivity and transparency, helping to ensure ongoing engagement with our clients and advisor partners.
We recognize that managing to an absolute return target means doing more than just effective security selection. It also means managing risk at the portfolio level to preserve capital when risks are elevated. With a proven track record of generating returns regardless of prevailing conditions, consistently preserving capital in the most difficult markets. |
|
| Barrantagh Investment Management Inc. |
Alan |
Daxner |
SVP |
(416) 868-6295 |
WM |
adaxner@barrantagh.com |
info@barrantagh.com |
100 Yonge St Suite 1700 |
Toronto |
ON |
M5C 2W1 |
Canada |
North America |
https://www.linkedin.com/in/alan-daxner-cfa-06205a12b/ |
|
1.995 |
$1 billion |
|
https://www.linkedin.com/company/barrantagh-investment-management |
http://www.barrantagh.com/ |
Barrantagh Investment Management Inc., established 1995, provides disciplined portfolio management to individual and institutional investors. The firm is committed to a high level of client service provided directly by its experienced partners.
We are dedicated to preserving our client’s capital while generating growth through consistent application of our value-based fundamental investment philosophy. |
|
| Barrantagh Investment Management Inc. |
Peter |
Wiggan |
VP Client Service |
(416) 868-6295 |
WM |
pwiggan@barrantagh.com |
info@barrantagh.com |
100 Yonge St Suite 1700 |
Toronto |
ON |
M5C 2W1 |
Canada |
North America |
https://www.linkedin.com/in/peter-wiggan-57795a2a/ |
|
1.995 |
$1 billion |
|
https://www.linkedin.com/company/barrantagh-investment-management |
http://www.barrantagh.com/ |
Barrantagh Investment Management Inc., established 1995, provides disciplined portfolio management to individual and institutional investors. The firm is committed to a high level of client service provided directly by its experienced partners.
We are dedicated to preserving our client’s capital while generating growth through consistent application of our value-based fundamental investment philosophy. |
|
| Barrett Asset Management |
Peter |
Shriver |
CEO |
(212) 983-5080 |
WM |
pshriver@barrettasset.com |
|
90 Park Avenue |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/peter-h-shriver-cfa-0b0300/ |
|
1.937 |
$1.9B |
|
https://www.linkedin.com/company/barrett-asset-management-llc/ |
http://www.barrettasset.com/ |
We are an independent, multi-generational investment advisor delivering tailored wealth management solutions. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients’ needs and are jointly responsible for portfolio management, wealth planning and client contact. |
|
| Barrett Asset Management |
Robert |
Milnamow |
President and Chief Investment Officer |
(212) 983-5080 |
WM |
rmilnamow@barrettasset.com |
|
90 Park Avenue |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/robert-milnamow-12193b14/ |
|
1.937 |
$1.9B |
|
https://www.linkedin.com/company/barrett-asset-management-llc/ |
http://www.barrettasset.com/ |
We are an independent, multi-generational investment advisor delivering tailored wealth management solutions. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients’ needs and are jointly responsible for portfolio management, wealth planning and client contact. |
|
| Barrett Asset Management |
John |
Barrett |
Chairman |
(212) 983-5080 |
WM |
jbarrett@barrettasset.com |
|
90 Park Avenue |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/john-barrett-0a659ba1/ |
|
1.937 |
$1.9B |
|
https://www.linkedin.com/company/barrett-asset-management-llc/ |
http://www.barrettasset.com/ |
We are an independent, multi-generational investment advisor delivering tailored wealth management solutions. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients’ needs and are jointly responsible for portfolio management, wealth planning and client contact. |
|
| Barrett Asset Management |
Madeleine |
Morreale |
CCO |
(212) 983-5080 |
WM |
mmorreale@barrettasset.com |
|
90 Park Avenue |
New York |
NY |
10016 |
United States of America |
North America |
|
|
1.937 |
$1.9B |
|
https://www.linkedin.com/company/barrett-asset-management-llc/ |
http://www.barrettasset.com/ |
We are an independent, multi-generational investment advisor delivering tailored wealth management solutions. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients’ needs and are jointly responsible for portfolio management, wealth planning and client contact. |
|
| Barrington Wealth Management |
Jim |
Quigley |
Founder and CEO, Wealth Advisor |
(847) 304-1990 |
WM |
jim@barringtonwm.com |
info@barringtonwm.com |
401 North Michigan Avenue, Suite 1960 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jim-quigley-185506a/ |
|
2.007 |
|
|
https://www.linkedin.com/company/barrington-wealth-management/ |
http://www.barringtonwealthmanagement.com/ |
At Barrington Wealth Management we believe that each person has a unique way they can enrich their world. We believe that putting in place appropriate financial plans and a prudent investment strategy, allows clients the freedom and leverage to pursue a more meaningful life. We work with a select group of individuals and families that are interested in a long term relationship that allows their dreams and goals to be clarified and pursued. For the benefit of our existing clients, we serve a selective customer base and only accept a limited number of new clients every year. |
|
| Barrington Wealth Management |
Jennifer |
Quigley |
Partner/Director of Operations |
(847) 304-1990 |
WM |
jennifer@barringtonwm.com |
info@barringtonwm.com |
401 North Michigan Avenue, Suite 1960 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-quigley-10726a180/ |
|
2.007 |
|
|
https://www.linkedin.com/company/barrington-wealth-management/ |
http://www.barringtonwealthmanagement.com/ |
At Barrington Wealth Management we believe that each person has a unique way they can enrich their world. We believe that putting in place appropriate financial plans and a prudent investment strategy, allows clients the freedom and leverage to pursue a more meaningful life. We work with a select group of individuals and families that are interested in a long term relationship that allows their dreams and goals to be clarified and pursued. For the benefit of our existing clients, we serve a selective customer base and only accept a limited number of new clients every year. |
|
| Barrow Asset Management Inc. |
Bennett |
Barrow |
President |
(813) 831-4191 |
WM |
bennett@barrowasset.com |
bennett@barrowasset.com |
3800 West Bay to Bay Blvd., Suite 21 |
Tampa |
FL |
33629 |
United States of America |
North America |
https://www.linkedin.com/in/bennett-barrow-cfp®-9602b49/ |
|
2.011 |
|
bennett@rareguru.com |
https://rareguru.com/ |
https://www.barrowasset.com/ |
Barrow Asset Management is a registered investment advisory firm in Tampa, Florida that provides portfolio management for clients on a fee-only basis. We are not a broker, and do not sell products or receive commissions. Our focus on performance, rather than transactions aligns our interests with that of our clients. We utilize a value investing, long-term approach similar to Warren Buffett but crafted for each client to match their investment goals and risk profile. |
|
| Bartler Wealth Management LLC |
Charles |
Bartler |
Investment Advisor |
(215) 665-1058 |
WM |
cbartler@bartlerwealth.com |
|
2 International Plaza, Suite 302 |
Philadelphia |
PA |
19113 |
United States of America |
North America |
|
|
1.976 |
|
|
|
http://www.bartlerwealth.com/ |
Bartler Wealth Management Group is an independent, locally based financial services firm focused on providing independent investment advice and retirement planning. |
|
| Bartler Wealth Management LLC |
Christopher |
Bartler |
Director of Operations |
(215) 665-1058 |
WM |
christopher.bartler@securitiesamerica.com |
|
2 International Plaza, Suite 302 |
Philadelphia |
PA |
19113 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-bartler-04559a13/ |
|
1.976 |
|
|
|
http://www.bartlerwealth.com/ |
Bartler Wealth Management Group is an independent, locally based financial services firm focused on providing independent investment advice and retirement planning. |
|
| Bartler Wealth Management LLC |
Colleen |
Kapczynski |
Administrative Assistant |
(215) 665-1058 |
WM |
colleen.kapczynski@securitiesamerica.com |
|
2 International Plaza, Suite 302 |
Philadelphia |
PA |
19113 |
United States of America |
North America |
https://www.linkedin.com/in/colleen-kapczynski-6464a148/ |
|
1.976 |
|
|
|
http://www.bartlerwealth.com/ |
Bartler Wealth Management Group is an independent, locally based financial services firm focused on providing independent investment advice and retirement planning. |
|
| Bartler Wealth Management LLC |
Kathleen |
Polidoro |
Director |
(215) 665-1058 |
WM |
kathleen.kukral@securitiesamerica.com |
|
2 International Plaza, Suite 302 |
Philadelphia |
PA |
19113 |
United States of America |
North America |
|
|
1.976 |
|
|
|
http://www.bartlerwealth.com/ |
Bartler Wealth Management Group is an independent, locally based financial services firm focused on providing independent investment advice and retirement planning. |
|
| Bartlett & Co., LLC |
James |
Miller |
Chairman / Principal |
(513) 345-6202 |
WM |
JMiller@Bartlett1898.com |
inquiries@bartlett1898.com |
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
|
|
1.898 |
$3,430 million |
|
https://www.linkedin.com/company/bartlett-&-co-/?originalSubdomain=ph |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. |
|
| Bartlett & Co., LLC |
Kelley Jeannette |
Downing |
President/CEO/Principal |
(513) 345-6209 |
WM |
KDowning@Bartlett1898.com |
inquiries@bartlett1898.com |
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/kelley-downing-bb943a10/ |
|
1.898 |
$3,430 million |
|
https://www.linkedin.com/company/bartlett-&-co-/?originalSubdomain=ph |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. |
|
| Bartlett & Co., LLC |
Woodrow |
Uible |
Principal/Investment Advisor |
(513) 345-6220 |
WM |
WUible@Bartlett1898.com |
inquiries@bartlett1898.com |
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/woodrowuible/ |
|
1.898 |
$3,430 million |
|
https://www.linkedin.com/company/bartlett-&-co-/?originalSubdomain=ph |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. |
|
| Bartlett & Co., LLC |
James |
Hagerty |
Principal/Investment Advisor |
(513) 345-6252 |
WM |
JHagerty@Bartlett1898.com |
inquiries@bartlett1898.com |
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/james-hagerty-cfa-52915412/ |
|
1.898 |
$3,430 million |
|
https://www.linkedin.com/company/bartlett-&-co-/?originalSubdomain=ph |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. |
|
| Bartlett & Co., LLC |
Terrence |
Kelly |
Principal/Investment Advisor |
(513) 345-6239 |
WM |
tkelly@bartlett1898.com |
inquiries@bartlett1898.com |
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
|
|
1.898 |
$3,430 million |
|
https://www.linkedin.com/company/bartlett-&-co-/?originalSubdomain=ph |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. |
|
| Bartlett Wealth Management |
Kelley |
Downing |
President & CEO, Wealth Advisor, Principal |
(513) 621-4612 |
WM |
kdowning@Bartlett1898.com |
|
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/kelley-downing-bb943a10/ |
|
1.898 |
$4B |
|
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. |
|
| Bartlett Wealth Management |
Robert |
Dearborn |
Director, Senior Portfolio Manager |
(312) 588-7778 |
WM |
rdearborn@Bartlett1898.com |
|
150 South Wacker Drive, Suite 3050 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/robert-h-dearborn-cfa-cic-78666977/ |
|
1.898 |
$4B |
|
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. |
|
| Bartlett Wealth Management |
Brian |
Antenucci |
Wealth Advisor, Principal |
(513) 345-6204 |
WM |
bantenucci@Bartlett1898.com |
|
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/brian-antenucci-cfa-40b6794/ |
|
1.898 |
$4B |
|
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. |
|
| Bartlett Wealth Management |
David |
Francis |
Investment Advisor, Principal |
(513) 345-6241 |
WM |
DFrancis@Bartlett1898.com |
|
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/david-francis-799a4417/ |
|
1.898 |
$4B |
|
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. |
|
| Bartlett Wealth Management |
Laura |
Humphrey |
Wealth Advisor, Principal |
(513) 345-6224 |
WM |
lhumphrey@Bartlett1898.com |
|
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/laura-humphrey-cfp®-adpa®-2331409/ |
|
1.898 |
$4B |
|
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. |
|
| Bartlett Wealth Management |
James |
Hagerty |
Executive Committee, Wealth Advisor Principal |
(513) 345-6252 |
WM |
JHagerty@Bartlett1898.com |
|
600 Vine Street, Suite 2100 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/james-hagerty-cfa-52915412/ |
|
1.898 |
$4B |
|
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://bartlett1898.com/ |
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. |
|
| Basil Financial Group |
Lois |
Basil |
Owner |
(773) 697-9528 |
WM |
Lois@BasilFinancialGroup.com |
|
4040 N. Lincoln Avenue |
Chicago |
IL |
60618 |
United States of America |
North America |
https://www.linkedin.com/i/lois-basil-cfp®-43913b8/ |
|
2.011 |
|
|
https://www.linkedin.com/company/basil-financial-group/about/ |
https://basilfinancialgroup.com/ |
As financial professionals, our passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our clients have happier relationships and more fulfilling lives. |
|
| Basil Financial Group |
Hannah |
Basil |
Associate |
(773) 697-9528 |
WM |
hannah@BasilFinancialGroup.com |
|
4040 N. Lincoln Avenue |
Chicago |
IL |
60618 |
United States of America |
North America |
https://www.linkedin.com/in/hannahbasil/ |
|
2.011 |
|
|
https://www.linkedin.com/company/basil-financial-group/about/ |
https://basilfinancialgroup.com/ |
As financial professionals, our passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our clients have happier relationships and more fulfilling lives. |
|
| Basinger Investment Group |
David |
Basinger |
Managing Principal |
(480) 855-3993 |
WM |
dbasinger@wfafinet.com |
|
5010 East Warner Road |
Phoenix |
AZ |
85044 |
United States of America |
North America |
https://www.linkedin.com/in/davidbasinger/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/basinger-investment-group/ |
Basinger Investment Group is a full-service financial consulting practice dedicated to helping our clients build wealth and preserve their hard earned assets. As independent advisors we do not represent any one company or investment, we represent you the client - and are dedicated to putting your needs first! |
|
| Basinger Investment Group |
Jennifer |
Basinger |
Operations Manager |
(480) 855-3993 |
WM |
jbasinger@wfafinet.com |
|
5010 East Warner Road |
Phoenix |
AZ |
85044 |
United States of America |
North America |
https://www.linkedin.com/in/jenniferbasinger/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/basinger-investment-group/ |
Basinger Investment Group is a full-service financial consulting practice dedicated to helping our clients build wealth and preserve their hard earned assets. As independent advisors we do not represent any one company or investment, we represent you the client - and are dedicated to putting your needs first! |
|
| Basinger Investment Group |
Jeff |
Reinhart |
Portfolio Administrator |
(480) 298-3424 |
WM |
jreinhart@nationsfg.com |
|
5010 East Warner Road |
Phoenix |
AZ |
85044 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/basinger-investment-group/ |
Basinger Investment Group is a full-service financial consulting practice dedicated to helping our clients build wealth and preserve their hard earned assets. As independent advisors we do not represent any one company or investment, we represent you the client - and are dedicated to putting your needs first! |
|
| Baskin Financial Services Inc. |
David |
Baskin |
President |
(416) 969-9540 |
WM |
dbaskin@baskinwealth.com |
info@baskinwealth.com |
95 St. Clair Avenue West Suite 900 |
Toronto |
ON |
M4V 1N5 |
Canada |
North America |
|
|
1.992 |
$0.9 billion |
|
https://www.linkedin.com/company/baskin-wealth-management/ |
https://www.baskinwealth.com/ |
Founded over 25 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to families and foundations with $1 million or more to invest. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
With a strong emphasis on client service, and strategies that are made-to-measure, we are committed to protecting your capital and building your wealth. Our goal is to provide all our clients with managed growth and peace of mind. |
|
| Baskin Financial Services Inc. |
Barry |
Schwartz |
Chief Investment Officer and Portfolio Manager |
(416) 969-9540 |
WM |
bschwartz@baskinwealth.com |
info@baskinwealth.com |
95 St. Clair Avenue West Suite 900 |
Toronto |
ON |
M4V 1N5 |
Canada |
North America |
|
|
1.992 |
$0.9 billion |
|
https://www.linkedin.com/company/baskin-wealth-management/ |
https://www.baskinwealth.com/ |
Founded over 25 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to families and foundations with $1 million or more to invest. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
With a strong emphasis on client service, and strategies that are made-to-measure, we are committed to protecting your capital and building your wealth. Our goal is to provide all our clients with managed growth and peace of mind. |
|
| Baskin Financial Services Inc. |
Scott |
Mazi |
VP & Portfolio Manager |
(416) 969-9540 |
WM |
smazi@baskinwealth.com |
info@baskinwealth.com |
95 St. Clair Avenue West Suite 900 |
Toronto |
ON |
M4V 1N5 |
Canada |
North America |
|
|
1.992 |
$0.9 billion |
|
https://www.linkedin.com/company/baskin-wealth-management/ |
https://www.baskinwealth.com/ |
Founded over 25 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to families and foundations with $1 million or more to invest. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
With a strong emphasis on client service, and strategies that are made-to-measure, we are committed to protecting your capital and building your wealth. Our goal is to provide all our clients with managed growth and peace of mind. |
|
| Baskin Financial Services Inc. |
Rob |
McDonald |
COO |
(416) 969-9540 |
WM |
rmcdonald@baskinwealth.com |
info@baskinwealth.com |
95 St. Clair Avenue West Suite 900 |
Toronto |
ON |
M4V 1N5 |
Canada |
North America |
https://www.linkedin.com/in/rob-mcdonald-12900515/ |
|
1.992 |
$0.9 billion |
|
https://www.linkedin.com/company/baskin-wealth-management/ |
https://www.baskinwealth.com/ |
Founded over 25 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to families and foundations with $1 million or more to invest. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
With a strong emphasis on client service, and strategies that are made-to-measure, we are committed to protecting your capital and building your wealth. Our goal is to provide all our clients with managed growth and peace of mind. |
|
| Bassett, Dawson & Foy, Inc. |
Joseph |
Bassett |
President |
(302) 999-9330 |
WM |
jbassett@bdfwealth.com |
ptaylor@bdfwealth.com |
1011 Centre Road, Suite 110 |
Wilmington |
DE |
19805 |
United States of America |
North America |
|
|
1.985 |
|
|
https://www.linkedin.com/company/bassett-dawson-&-foy-inc-/ |
https://www.bdfwealth.com/ |
Bassett, Dawson & Foy is an independent practice established in 1985 whose advisors help you with all of your financial planning needs. Bassett, Dawson & Foy is not a registered broker-dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. |
|
| Bassett, Dawson & Foy, Inc. |
Frederick |
Dawson |
Executive Vice President |
(302) 999-9330 |
WM |
fdawson@bdfwealth.com |
ptaylor@bdfwealth.com |
1011 Centre Road, Suite 110 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/fredjdawson/ |
|
1.985 |
|
Frederick.Dawson@RaymondJames.com |
https://www.linkedin.com/company/bassett-dawson-&-foy-inc-/ |
https://www.bdfwealth.com/ |
Bassett, Dawson & Foy is an independent practice established in 1985 whose advisors help you with all of your financial planning needs. Bassett, Dawson & Foy is not a registered broker-dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. |
|
| Bassett, Dawson & Foy, Inc. |
Bradley |
Foy |
Vice President |
(302) 999-9330 |
WM |
bfoy@bdfwealth.com |
ptaylor@bdfwealth.com |
1011 Centre Road, Suite 110 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/bradfoy/ |
|
1.985 |
|
|
https://www.linkedin.com/company/bassett-dawson-&-foy-inc-/ |
https://www.bdfwealth.com/ |
Bassett, Dawson & Foy is an independent practice established in 1985 whose advisors help you with all of your financial planning needs. Bassett, Dawson & Foy is not a registered broker-dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. |
|
| Bassett, Dawson & Foy, Inc. |
Brian |
Dawson |
Vice President of Operations |
(302) 999-9330 |
WM |
bdawson@bdfwealth.com |
ptaylor@bdfwealth.com |
1011 Centre Road, Suite 110 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/brianddawson/ |
|
1.985 |
|
Brian.Dawson@RaymondJames.com |
https://www.linkedin.com/company/bassett-dawson-&-foy-inc-/ |
https://www.bdfwealth.com/ |
Bassett, Dawson & Foy is an independent practice established in 1985 whose advisors help you with all of your financial planning needs. Bassett, Dawson & Foy is not a registered broker-dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. |
|
| Bay Point Wealth Management |
William |
Hufnell |
Principal |
(410) 626-8198 |
WM |
bhufnell@baypointwealth.com |
info@baypointwealth.com |
582 Bellerive Road Suite 4D |
Annapolis |
MD |
21409 |
United States of America |
North America |
https://www.linkedin.com/in/wjhufnell/ |
|
1.995 |
|
|
https://www.linkedin.com/company/bay-point-wealth-management/ |
https://baypointwealth.com/ |
Bay Point Wealth Management is an independent, fee-only financial advisory firm providing tailored wealth management services for affluent families and individuals. We work with a limited number of families, providing guidance and counsel to assist them in achieving their important life goals. |
|
| Bay Point Wealth Management |
Dan |
Ebinger |
Financial Advisor |
(410) 626-8198 |
WM |
debinger@baypointwealth.com |
info@baypointwealth.com |
582 Bellerive Road Suite 4D |
Annapolis |
MD |
21409 |
United States of America |
North America |
https://www.linkedin.com/in/danebinger/ |
|
1.995 |
|
|
https://www.linkedin.com/company/bay-point-wealth-management/ |
https://baypointwealth.com/ |
Bay Point Wealth Management is an independent, fee-only financial advisory firm providing tailored wealth management services for affluent families and individuals. We work with a limited number of families, providing guidance and counsel to assist them in achieving their important life goals. |
|
| Bay Point Wealth Management |
Kimberly |
Anderson |
Senior Advisor |
(410) 626-8198 |
WM |
kanderson@baypointwealth.com |
info@baypointwealth.com |
582 Bellerive Road Suite 4D |
Annapolis |
MD |
21409 |
United States of America |
North America |
https://www.linkedin.com/in/kim-anderson-3b159448/ |
|
1.995 |
|
|
https://www.linkedin.com/company/bay-point-wealth-management/ |
https://baypointwealth.com/ |
Bay Point Wealth Management is an independent, fee-only financial advisory firm providing tailored wealth management services for affluent families and individuals. We work with a limited number of families, providing guidance and counsel to assist them in achieving their important life goals. |
|
| BayernInvest Kapitalverwaltungsgesellschaft mbH |
Michael |
Braun |
Managing Director |
49 89 548 500 |
WM |
michael.braun@bayerninvest.de |
info@bayerninvest.de |
Karlstrasse 35 |
Munich |
|
80333 |
Germany |
Europe |
https://www.linkedin.com/in/michael-braun-2246a1133/ |
|
1.991 |
|
|
https://www.linkedin.com/company/bayern-invest/ |
https://www.bayerninvest.de/ |
BayernInvest is the competence center for institutional investors and offers tailor-made solutions for their individual investment goals. As an asset manager and master asset management company, we have a dual business model with which we offer our institutional customers bundled expertise and added value from a single source. Our customers include insurance companies, pension funds, credit institutions, companies, foundations and church institutions. We have almost 30 years of experience in the capital market. With around 200 employees, BayernInvest is one of the largest capital management companies in the German market. BayernInvest, based in Munich, was founded in 1989 as a 100% subsidiary of BayernLB. We are now firmly integrated into the Sparkassen-Finanzgruppe. BayernInvest has been a 100% subsidiary of BayernInvest since 2013 and was founded in 1991.
We are firmly convinced that the success of long-term investors depends essentially on how stable and future-oriented the decisions and framework conditions in companies, politics and society are. Sustainability and future orientation are therefore our central themes. This is what our Ökonomics brand, BayernInvest's ESG competence hub, stands for. |
|
| BayernInvest Kapitalverwaltungsgesellschaft mbH |
Arnd |
Sieben |
Chief Investment Officer |
49 89 548 500 |
WM |
arnd.sieben@bayerninvest.de |
info@bayerninvest.de |
Karlstrasse 35 |
Munich |
|
80333 |
Germany |
Europe |
https://www.linkedin.com/in/arnd-sieben-708993a2/ |
|
1.991 |
|
|
https://www.linkedin.com/company/bayern-invest/ |
https://www.bayerninvest.de/ |
BayernInvest is the competence center for institutional investors and offers tailor-made solutions for their individual investment goals. As an asset manager and master asset management company, we have a dual business model with which we offer our institutional customers bundled expertise and added value from a single source. Our customers include insurance companies, pension funds, credit institutions, companies, foundations and church institutions. We have almost 30 years of experience in the capital market. With around 200 employees, BayernInvest is one of the largest capital management companies in the German market. BayernInvest, based in Munich, was founded in 1989 as a 100% subsidiary of BayernLB. We are now firmly integrated into the Sparkassen-Finanzgruppe. BayernInvest has been a 100% subsidiary of BayernInvest since 2013 and was founded in 1991.
We are firmly convinced that the success of long-term investors depends essentially on how stable and future-oriented the decisions and framework conditions in companies, politics and society are. Sustainability and future orientation are therefore our central themes. This is what our Ökonomics brand, BayernInvest's ESG competence hub, stands for. |
|
| Bayntree Wealth Advisors |
Andrew |
Rafal |
President & Founder |
(480) 494-2750 |
WM |
andrew@bayntree.com |
|
6720 N. Scottsdale Rd. Ste. 340 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/andrewrafal/ |
|
|
|
|
https://www.linkedin.com/company/bayntreewealthadvisors/ |
https://www.bayntree.com/ |
Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services. The Bayntree Team specializes in creating financial plans and retirement income strategies for retirees and pre-retirees that preserve and maximize their retirement savings. |
|
| Bayshore Wealth Advisors |
Gabriel |
Bustamante |
President |
(786) 888-9400 |
WM |
|
service@bayshorewealth.com |
2333 Ponce de Leon Blvd Suite 950 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/gabe-bustamante-a809379/ |
|
|
$366 million |
|
|
http://www.bayshorewealth.com/ |
Bayshore Wealth Advisors is a Registered Investment Advisor, offering comprehensive financial planning and fee-only investment portfolio management services for individuals, families, business, trusts, and retirement plans. Our client relationships are the focal point of our service core, which seeks to connect with and faithfully support eact client's unique personal and financial goals. We work closely with clients to design, implement, and meticulously manage prudent, eveidence-based investment portfolios customized around each financial plan |
|
| BB&T Senior Wealth Advisor, LLC |
John |
Hudgens |
Team Director - Wealth Management |
(336) 733-2500 |
WM |
Jhhudgens@bbandt.com |
|
200 West Second Street |
Winston-Salem |
NC |
27101 |
United States of America |
North America |
https://www.linkedin.com/in/john-hudgens-0096ab2a/ |
|
|
$17.8 billion |
|
|
https://www.bbt.com/ |
At BB&T Wealth, we deliver a full range of integrated financial services while providing truly personalized client service to benefit your family, spanning current and future generations. |
|
| BBR Partners, LLC |
Stephanie |
Gromek |
Head of Portfolio and Wealth Advisory |
(212) 313-9870 |
WM |
sgromek@bbrpartners.com |
info@bbrpartners.com |
Two Grand Central Tower, 140 East 45th Street, 26th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/sgromek/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.000 |
$3.5B |
|
https://www.linkedin.com/company/bbr-partners/ |
http://www.bbrpartners.com/ |
When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. |
|
| BBR Partners, LLC |
Michael |
Anson |
Partner, Head of Client Administration & Compliance, CCO |
(212) 313-9870 |
WM |
manson@bbrpartners.com |
info@bbrpartners.com |
Two Grand Central Tower 140 East 45th Street, 26th Fl. |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/mike-anson-8775852/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.000 |
$12.5 billion |
|
https://www.linkedin.com/company/bbr-partners/ |
https://www.bbrpartners.com/ |
When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. |
|
| BBR Partners, LLC |
Brett |
Barth |
Managing Partner, Director of Investment Research |
(212) 313-9870 |
WM |
bbarth@bbrpartners.com |
info@bbrpartners.com |
Two Grand Central Tower 140 East 45th Street, 26th Fl. |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/brett-barth-b7b9973/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.000 |
$12.5 billion |
|
https://www.linkedin.com/company/bbr-partners/ |
https://www.bbrpartners.com/ |
When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. |
|
| BBR Partners, LLC |
Sean |
Apgar |
Partner, Director of Portfolio & Wealth Advisory |
(212) 313-9870 |
WM |
sapgar@bbrpartners.com |
info@bbrpartners.com |
Two Grand Central Tower 140 East 45th Street, 26th Fl. |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/sean-apgar-a9abb029/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.000 |
$12.5 billion |
|
https://www.linkedin.com/company/bbr-partners/ |
https://www.bbrpartners.com/ |
When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. |
|
| BBR Partners, LLC |
Michael |
Goldberg |
Partner, Director of Portfolio & Wealth Advisory |
(212) 313-9870 |
WM |
mgoldberg@bbrpartners.com |
info@bbrpartners.com |
Two Grand Central Tower 140 East 45th Street, 26th Fl. |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michael-goldberg-7314034/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.000 |
$12.5 billion |
|
https://www.linkedin.com/company/bbr-partners/ |
https://www.bbrpartners.com/ |
When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. |
|
| BBR Partners, LLC |
Sarah |
Lenehan |
Partner, Director of Portfolio & Wealth Advisory |
(212) 313-9870 |
WM |
scoyne@bbrpartners.com |
info@bbrpartners.com |
Two Grand Central Tower 140 East 45th Street, 26th Fl. |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michael-goldberg-7314034/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.000 |
$12.5 billion |
|
https://www.linkedin.com/company/bbr-partners/ |
https://www.bbrpartners.com/ |
When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. |
|
| BC Advisors, LLC |
Michael |
Chisnell, Jr |
Partner & Chief Investment Officer |
(610) 518-3900 |
WM |
mchisnell@bcadvisors.com |
info@bcadvisors.com |
521 East Lancaster Avenue |
Downingtown |
PA |
19335 |
United States of America |
North America |
https://www.linkedin.com/in/michaelchisnell/ |
|
|
|
|
https://www.linkedin.com/company/bruton-chisnell-advisors |
https://www.bcadvisors.com/ |
For more than 45 years, Bruton Chisnell Advisors has been helping individual and institutional investors and their professional advisors achieve their financial goals. We have built our business on a single foundation – that successful wealth planning always begins and ends with the unique needs of each individual client. We invite you to learn more about how we can help you achieve your financial goals today, tomorrow – and for life. |
|
| BC Advisors, LLC |
Joshua |
Bruton |
VP, Operations |
(610) 518-3900 |
WM |
jbruton@bcadvisors.com |
info@bcadvisors.com |
521 East Lancaster Avenue |
Downingtown |
PA |
19335 |
United States of America |
North America |
https://www.linkedin.com/in/josh-bruton/ |
|
|
|
|
https://www.linkedin.com/company/bruton-chisnell-advisors |
https://www.bcadvisors.com/ |
For more than 45 years, Bruton Chisnell Advisors has been helping individual and institutional investors and their professional advisors achieve their financial goals. We have built our business on a single foundation – that successful wealth planning always begins and ends with the unique needs of each individual client. We invite you to learn more about how we can help you achieve your financial goals today, tomorrow – and for life. |
|
| BCB & Partners S.A |
Stefan |
Zeiss |
Management Board |
352 262 532 0 |
WM |
szeiss@bcblux.lu |
|
2A rue Jean Origer |
Luxembourg |
|
L - 2269 |
Luxembourg |
Europe |
|
|
2.001 |
|
|
http://msf-azg.be/ |
http://bcblux.lu/en/ |
Using BCB & Partners as a Family Office means you transfer the management of your financial investments to independent and impartial experts. BCB & Partners took off in 2001 on the basis of the know-how of three Swiss financial experts, who had decades of experience of Swiss and Luxembourg banking. Subsequently, the team was strengthened by the advent of two additional partners with particular expertise in the area of Family Office and Asset Management. |
|
| BCB Asset Management SA. |
Jean-Marc |
Bourgeois |
Chief Executif Officer |
41 277 204 700 |
WM |
bourgeois@bcbassets.ch |
admin@bcbassets.ch |
Place du Bourg 7, CP 2028 |
Martigny 2 |
|
CH-1920 |
Switzerland |
Europe |
https://www.linkedin.com/in/jean-marc-bourgeois-5a8074144/ |
|
|
€350M |
|
|
http://www.bcbassets.ch/ |
BCB offers individual portfolio management, investment consulting and other financial services to private and institutional investors. |
|
| BCS Private Wealth Management |
John |
Caroli |
Partner |
(732) 291-7272 |
WM |
john@bcspwm.com |
|
47 West River Road, Suite B |
Rumson |
NJ |
07760 |
United States of America |
North America |
https://www.linkedin.com/in/john-caroli-cfp-2a77b412/ |
|
|
|
|
https://www.linkedin.com/company/bcs-private-wealth-management/about/ |
https://www.bcspwm.com/ |
BCS Private Wealth Management is a Registered Investment Advisor committed to providing financial solutions based on sound, unbiased advice. Through personalized financial planning, prudent asset management and comprehensive wealth-management services, we work with individuals, institutions, families and their respective professional advisors to preserve, grow, and transfer wealth. |
|
| BCS Private Wealth Management |
Christopher |
Bernard |
Partner |
(732) 291-7272 |
WM |
chris@bcspwm.com |
|
47 West River Road, Suite B |
Rumson |
NJ |
07760 |
United States of America |
North America |
https://www.linkedin.com/in/chris-bernard-cfa-47a57218/ |
|
|
|
|
https://www.linkedin.com/company/bcs-private-wealth-management/about/ |
https://www.bcspwm.com/ |
BCS Private Wealth Management is a Registered Investment Advisor committed to providing financial solutions based on sound, unbiased advice. Through personalized financial planning, prudent asset management and comprehensive wealth-management services, we work with individuals, institutions, families and their respective professional advisors to preserve, grow, and transfer wealth. |
|
| BCS Wealth Management |
Nick |
Clay |
Managing Partner |
(423) 283-9821 |
WM |
nclay@bcswealth.com |
info@bcswealth.com |
801 C Sunset Drive, Suite 100 |
Johnson City |
TN |
37604 |
United States of America |
North America |
https://www.linkedin.com/in/nick-clay-cfp®-aams®-8790309/ |
|
|
|
|
|
http://bcswealth.com/ |
We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include tax planning and estate planning at a very high level. On the investing front, our five financial advisors take a long-term approach in managing asset allocation and having prudent diversification. |
|
| BCS Wealth Management |
Nathan |
Goodwin |
Partner |
(423) 283-9821 |
WM |
ngoodwin@bcswealth.com |
info@bcswealth.com |
801 C Sunset Drive, Suite 100 |
Johnson City |
TN |
37604 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-goodwin-0253aa6/ |
|
|
|
|
|
http://bcswealth.com/ |
We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include tax planning and estate planning at a very high level. On the investing front, our five financial advisors take a long-term approach in managing asset allocation and having prudent diversification. |
|
| BCS Wealth Management |
Myra |
O'Dell |
Partner |
(423) 283-9821 |
WM |
myra@bcswealth.com |
info@bcswealth.com |
801 C Sunset Drive, Suite 100 |
Johnson City |
TN |
37604 |
United States of America |
North America |
https://www.linkedin.com/in/myra-o-dell-mba-cfp®-38220166/ |
|
|
|
|
|
http://bcswealth.com/ |
We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include tax planning and estate planning at a very high level. On the investing front, our five financial advisors take a long-term approach in managing asset allocation and having prudent diversification. |
|
| BCS Wealth Management |
Lauran |
Olander |
Chief Compliance Officer |
(423) 283-9821 |
WM |
lolander@bcswealth.com |
info@bcswealth.com |
801 C Sunset Drive, Suite 100 |
Johnson City |
TN |
37604 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-olander-9962176/ |
|
|
|
|
|
http://bcswealth.com/ |
We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include tax planning and estate planning at a very high level. On the investing front, our five financial advisors take a long-term approach in managing asset allocation and having prudent diversification. |
|
| BDO USA LLP |
David |
Albaneze |
Wealth Advisory Managing Director |
(904) 394-0838 |
WM |
dalbaneze@bdowealth.com |
nvonstein@bdo.com |
501 Riverside Avenue, Suite 800 |
Jacksonville |
FL |
32202 |
United States of America |
North America |
https://www.linkedin.com/in/david-albaneze-b793611a/ |
|
1.910 |
$575M |
|
https://www.linkedin.com/company/bdo-usa-llp/ |
https://www.bdo.com/ |
For more than 100 years, BDO USA has been recognized as a premier accounting, tax, financial advisory and consulting organization. Providing services to a wide range of publicly traded and privately held companies, BDO offers a sophisticated array of services and global capabilities, combined with the personal attention of experienced and committed professionals. |
|
| BDO USA LLP |
Albert |
Lopez |
CEO of the Americas |
(305) 420-8008 |
WM |
alopez@bdo.com |
nvonstein@bdo.com |
100 SE 2nd St., 17th Floor, Miami Tower |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/albert-lopez-54a446a3/ |
|
1.910 |
$575M |
|
https://www.linkedin.com/company/bdo-usa-llp/ |
https://www.bdo.com/ |
For more than 100 years, BDO USA has been recognized as a premier accounting, tax, financial advisory and consulting organization. Providing services to a wide range of publicly traded and privately held companies, BDO offers a sophisticated array of services and global capabilities, combined with the personal attention of experienced and committed professionals. |
|
| Beacon Management, LLC |
Ronald |
Robins |
Founder & President |
(914) 631-9100 Ext. 932 |
WM |
rrobins@beaconfinadv.com |
info@beaconfinadv.com |
800 Westchester Ave, Suite N-641 |
Rye Brook |
NE |
10573 |
United States of America |
North America |
https://www.linkedin.com/in/ronaldrobins/ |
|
2.000 |
$17M |
rrobins@beaconfa.com |
https://www.linkedin.com/company/beacon-financial-advisors-inc-/ |
https://www.beacon.cc/ |
Beacon Financial Advisors is a leading registered investment advisor providing comprehensive wealth management, retirement planning, and business succession solutions for families and individuals.
We specialize in serving clients who value unparalleled customer service, an in depth understanding of their unique situation, and a direct relationship with their advisor. Our services extend far beyond simply recommending investments, and we work with each client to identify their long term goals, mitigate the risks to achieving them, and construct a plan based on a comprehensive analysis of their finances both now and in the future. |
|
| Beacon Management, LLC |
Debra |
Lerner |
Client Services Manager |
(914) 631-9100 Ext. 932 |
WM |
dlerner@beaconfa.com |
info@beaconfinadv.com |
800 Westchester Ave, Suite N-641 |
Rye Brook |
NE |
10573 |
United States of America |
North America |
https://www.linkedin.com/in/debra-lerner-3224858/ |
|
2.000 |
$17M |
|
https://www.linkedin.com/company/beacon-financial-advisors-inc-/ |
https://www.beacon.cc/ |
Beacon Financial Advisors is a leading registered investment advisor providing comprehensive wealth management, retirement planning, and business succession solutions for families and individuals.
We specialize in serving clients who value unparalleled customer service, an in depth understanding of their unique situation, and a direct relationship with their advisor. Our services extend far beyond simply recommending investments, and we work with each client to identify their long term goals, mitigate the risks to achieving them, and construct a plan based on a comprehensive analysis of their finances both now and in the future. |
|
| Beacon Management, LLC |
Jamie |
Robins |
Vice President |
(914) 872 - 4040 |
WM |
jamie.robins@beaconfa.com |
info@beaconfinadv.com |
800 Westchester Ave, Suite N-641 |
Rye Brook |
NE |
10573 |
United States of America |
North America |
https://www.linkedin.com/in/jamierobins/ |
|
2.000 |
$17M |
|
https://www.linkedin.com/company/beacon-financial-advisors-inc-/ |
https://www.beacon.cc/ |
Beacon Financial Advisors is a leading registered investment advisor providing comprehensive wealth management, retirement planning, and business succession solutions for families and individuals.
We specialize in serving clients who value unparalleled customer service, an in depth understanding of their unique situation, and a direct relationship with their advisor. Our services extend far beyond simply recommending investments, and we work with each client to identify their long term goals, mitigate the risks to achieving them, and construct a plan based on a comprehensive analysis of their finances both now and in the future. |
|
| Beacon Pointe Advisors |
Douglas |
Allison |
Senior Managing Director, Partner |
(949) 718-1600 |
WM |
|
info@bpadvisors.com |
24 Corporate Plaza Drive, Suite 150 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/dougallisoncfa/ |
|
2.002 |
$6.6B |
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://bpadvisors.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Advisors |
Mollie |
Rosing |
Partner, Director of Human Resources |
(949) 718-1600 |
WM |
|
info@bpadvisors.com |
24 Corporate Plaza Drive, Suite 150 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/mollie-rosing/ |
|
2.002 |
$6.6B |
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://bpadvisors.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Andrew |
Saltzman |
Managing Director |
(480) 428-5528 |
WM |
asaltzman@beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Andrew |
Reinhardt |
Partner, Managing Director |
(480) 428-5528 |
WM |
areinhardt@beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/andrewreinhardt/ |
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Brian |
Coughlan |
Partner, Managing Director |
(480) 428-5528 |
WM |
bcoughlan@beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/briancoughlanmba/ |
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Bruce |
Meyer |
Partner, Senior Managing Director |
(480) 428-5528 |
WM |
bmeyer@beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/bmeyeraz/ |
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Rebecca |
Smith |
Financial Planning Associate |
(480) 428-5528 |
WM |
rsmith@Beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-smith1/ |
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Brian |
Plowman |
Associate Wealth Planner |
(480) 428-5528 |
WM |
BPlowman@Beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/brian-d-plowman/ |
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Pointe Wealth Advisors |
Christopher |
Palermo |
Partner, Managing Director |
Direct: (480) 454-2587 |
WM |
cpalermo@beaconpointe.com |
info-az@beaconpointe.com |
14350 N. 87th St. Suite 185 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/palermoc/ |
|
2.002 |
|
|
https://www.linkedin.com/company/beacon-pointe-ria/ |
https://beaconpointe.com/ |
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. |
|
| Beacon Wealth Advisors |
Patricia |
Hall |
Senior Vice President, Wealth Management Strategist |
(973) 377-8090 |
WM |
|
support@beacontrust.com |
163 Madison Avenue, Suite 600 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/patricia-hall-40337823/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.987 |
$1B |
|
http://www.beacontrust.com/Family_Office_Services |
http://www.beacontrust.com/ |
Beacon Wealth Advisors invest the time to thoroughly understand a client's needs resulting in highly personalized solutions. Our experienced team of professionals is dedicated to providing a superior client experience through quality execution. Our suite of family office services range from financial services and household management to real estate, insurance, philanthropic and tax advisory solutions. |
x |
| Beaird Harris Wealth Management |
Pat |
Beaird |
Managing Shareholder |
(972) 503-1040 |
WM |
PatB@bh-co.com |
BeairdHarris@bh-co.com |
12221 Merit Dr Suite 750 |
Dallas |
TX |
75251 |
United States of America |
North America |
http://www.linkedin.com/in/patcbeaird/ |
|
1.988 |
$656,684,958 |
|
https://www.linkedin.com/company/beairdharris/?originalSubdomain=ph |
https://www.bh-co.com/ |
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. |
|
| Beaird Harris Wealth Management |
Tra |
Sullivan |
Wealth Manager |
(972) 383-0578 |
WM |
TraS@bh-co.com |
BeairdHarris@bh-co.com |
12221 Merit Dr Suite 750 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/tra-sullivan/ |
|
1.988 |
$656,684,958 |
|
https://www.linkedin.com/company/beairdharris/?originalSubdomain=ph |
https://www.bh-co.com/ |
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. |
|
| Beaird Harris Wealth Management, Inc. |
Clint |
Dunn |
Wealth Manager |
(972) 383-0543, Direct: (972) 503-1040 |
WM |
clintd@bh-co.com |
BeairdHarris@bh-co.com |
12221 Merit Drive, Suite 750 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/clintdunn/ |
|
1.988 |
$925M |
|
https://www.linkedin.com/company/beairdharris/?originalSubdomain=ph |
https://www.bh-co.com/ |
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. |
|
| Beaird Harris Wealth Management, Inc. |
Jacob |
King |
Financial Advisor |
(972) 383-0545 |
WM |
jacobk@bh-co.com |
BeairdHarris@bh-co.com |
12221 Merit Drive, Suite 750 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/jacobbking/ |
|
1.988 |
$925M |
|
https://www.linkedin.com/company/beairdharris/?originalSubdomain=ph |
https://www.bh-co.com/ |
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. |
|
| Beavis Wealth Management |
Marc |
Beavis |
Portfolio Manager |
(604) 233-1964 |
WM |
marc.beavis@manulifesecurities.ca |
|
Suite 247-8680 Cambie Road |
Vancouver |
BC |
V6X 4K1 |
Canada |
North America |
https://www.linkedin.com/in/beaviswealth/ |
|
|
|
|
|
https://beaviswealth.com/ |
Beavis Wealth Management is focused on managing investment portfolios and strategically growing the financial wealth of business owners, and high net worth individuals and their families. Working internally and with a network of experts, we coordinate and oversee the financial affairs of our clients. |
|
| Beavis Wealth Management |
Brandon |
Beavis |
Administrative Assistant |
(604) 233-1964 |
WM |
brandon.beavis@manulifesecurities.ca |
|
Suite 247-8680 Cambie Road |
Vancouver |
BC |
V6X 4K1 |
Canada |
North America |
https://www.linkedin.com/in/brandonbeavis/ |
|
|
|
|
|
https://beaviswealth.com/ |
Beavis Wealth Management is focused on managing investment portfolios and strategically growing the financial wealth of business owners, and high net worth individuals and their families. Working internally and with a network of experts, we coordinate and oversee the financial affairs of our clients. |
|
| Beavis Wealth Management |
Nancy |
Tse |
Administrative Assistant |
(604) 233-1964 |
WM |
nancy.tse@manulifesecurities.ca |
|
Suite 247-8680 Cambie Road |
Vancouver |
BC |
V6X 4K1 |
Canada |
North America |
|
|
|
|
|
|
https://beaviswealth.com/ |
Beavis Wealth Management is focused on managing investment portfolios and strategically growing the financial wealth of business owners, and high net worth individuals and their families. Working internally and with a network of experts, we coordinate and oversee the financial affairs of our clients. |
|
| Beck Bode Wealth Management |
Benjamin "Ben" |
Beck |
Managing Partner / Chief Investment Officer |
(617) 209-2224 |
WM |
benjamin.beck@beckbodewealth.com |
invest@beckbode.com |
858 Washington Street, Suite 100 |
Dedham |
MA |
02026 |
United States of America |
North America |
https://www.linkedin.com/in/benjamin-beck-cfp®-ba93709/ |
|
|
$175 million |
|
https://www.linkedin.com/company/beck-bode-wealth-management/about/ |
http://beckbodewealth.com/ |
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. |
|
| Beck Bode Wealth Management |
James "Jim" |
Bode |
Managing Partner |
(617) 209-2224 |
WM |
james.bode@beckbodewealth.com |
invest@beckbode.com |
858 Washington Street, Suite 100 |
Dedham |
MA |
02026 |
United States of America |
North America |
https://www.linkedin.com/in/jimbode/ |
|
|
$175 million |
|
https://www.linkedin.com/company/beck-bode-wealth-management/about/ |
http://beckbodewealth.com/ |
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. |
|
| Beck Bode Wealth Management |
Dan |
Kline |
COO |
(617) 209-2224 |
WM |
dan.kline@beckbodewealth.com |
invest@beckbode.com |
858 Washington Street, Suite 100 |
Dedham |
MA |
02026 |
United States of America |
North America |
https://www.linkedin.com/in/dskline/ |
|
|
$175 million |
|
https://www.linkedin.com/company/beck-bode-wealth-management/about/ |
http://beckbodewealth.com/ |
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. |
|
| Beck Bode Wealth Management |
Erik |
Beck |
VP / Financial Advisor |
(617) 209-2224 |
WM |
erik.beck@beckbodewealth.com |
invest@beckbode.com |
858 Washington Street, Suite 100 |
Dedham |
MA |
02026 |
United States of America |
North America |
https://www.linkedin.com/in/erik-beck-89709227/ |
|
|
$175 million |
|
https://www.linkedin.com/company/beck-bode-wealth-management/about/ |
http://beckbodewealth.com/ |
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. |
|
| Bedel Financial Consulting, Inc. |
Ryan |
Collier |
Sr. Portfolio Manager and Director of Investment Management |
(317) 843-1358 |
WM |
rcollier@bedelfinancial.com |
bedel@bedelfinancial.com |
8940 River Crossing Boulevard Suite 120 |
Indianapolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-collier-8256a69/ |
|
1.989 |
$996M |
|
https://www.linkedin.com/company/bedel-financial-consulting-inc |
http://beckbodewealth.com/ |
Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm, dedicated to helping clients achieve financial clarity and security. With nearly $1 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com. As a fee-only financial and investment services firm, we do not sell any products, nor do we receive any form of commission. Our compensation comes exclusively from our clients. |
|
| Bedel Financial Consulting, Inc. |
Meredith |
Carbrey |
Wealth Advisor |
(317) 843-1358 |
WM |
mcarbrey@bedelfinancial.com |
bedel@bedelfinancial.com |
8940 River Crossing Boulevard Suite 120 |
Indianapolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/meredith-carbrey-cfp®-4a64408/ |
|
1.989 |
$996M |
|
https://www.linkedin.com/company/bedel-financial-consulting-inc |
http://beckbodewealth.com/ |
Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm, dedicated to helping clients achieve financial clarity and security. With nearly $1 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com. As a fee-only financial and investment services firm, we do not sell any products, nor do we receive any form of commission. Our compensation comes exclusively from our clients. |
|
| Bel Air Investment Advisors |
Todd |
Morgan |
Chairman |
(310) 229-1500 |
WM |
tmmorgan@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Bel Air Investment Advisors |
David |
Sadkin |
President |
(310) 229-1500 |
WM |
dsadkin@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/davidsadkin/ |
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Bel Air Investment Advisors |
Reed |
Halladay |
Senior Managing Director |
(310) 229-1500 |
WM |
rhalladay@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/reedhalladay/ |
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Bel Air Investment Advisors |
Darell |
Krasnoff |
Senior Managing Director |
(310) 229-1500 |
WM |
dkrasnoff@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/darellkrasnoff/ |
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Bel Air Investment Advisors |
Andrew |
Palmer |
Senior Managing Direcor |
(310) 229-1500 |
WM |
apalmer@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/andrewdpalmer/ |
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Bel Air Investment Advisors |
Ronald |
Silverman |
Senior Managing Director |
(310) 229-1500 |
WM |
rsilverman@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/ronaldsilverman/ |
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Bel Air Investment Advisors |
Jack |
Suzar |
Senior Managing Director |
(310) 229-1500 |
WM |
jsuzar@belair-llc.com |
info@belair-llc.com |
1999 Avenue of the Stars, Suite 3200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/jacksuzar/ |
|
1.997 |
|
|
https://www.linkedin.com/company/bel-air-investment-advisors/ |
https://www.belair-llc.com/ |
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today. |
|
| Belgravia Wealth Management |
Denis |
Zheglanov |
Partner |
|
WM |
denis.zheglanov@belgraviawealth.com |
contact@belgraviawealth.com |
3rd Floor 86-90 Paul Street |
London |
|
EC2A 4NE |
United Kingdom |
Europe |
https://www.linkedin.com/in/deniszheglanov/ |
|
|
|
|
https://www.linkedin.com/company/belgravia-wealth-management/ |
https://www.belgraviawealth.com/ |
Belgravia Wealth Management is not owned by a financial institution, or a life insurance company. We are proud to be independent, impartial and international. This is what sets us apart from the majority of financial advisory companies.
Our team of highly experienced financial consultants offer professional, personal financial consultancy, solutions and services that are tailored to each client’s unique circumstances, objectives and goals. |
|
| Belgravia Wealth Management |
Vladislav |
Orlov |
Senior Partner |
|
WM |
vladislav.orlov@belgraviawealth.com |
contact@belgraviawealth.com |
3rd Floor 86-90 Paul Street |
London |
|
EC2A 4NE |
United Kingdom |
Europe |
https://www.linkedin.com/in/vladislav-orlov-b4124475/ |
|
|
|
|
https://www.linkedin.com/company/belgravia-wealth-management/ |
https://www.belgraviawealth.com/ |
Belgravia Wealth Management is not owned by a financial institution, or a life insurance company. We are proud to be independent, impartial and international. This is what sets us apart from the majority of financial advisory companies.
Our team of highly experienced financial consultants offer professional, personal financial consultancy, solutions and services that are tailored to each client’s unique circumstances, objectives and goals. |
|
| Bell Wealth Management |
Philip |
Spillane |
Partner |
(802) 658-4040 |
WM |
pspillane@bellwealth.com |
bwm@bellwealth.com |
110 Kimball Avenue, Suite 240 |
South Burlington |
VT |
05403 |
United States of America |
North America |
https://www.linkedin.com/in/philipspillanes/ |
|
2.004 |
$134 million |
|
|
http://www.bellwealth.com/ |
Bell Wealth Management Inc. operates as a wealth management firm. The Company offers portfolio management, wealth transfer, financial planning, and investment advisory services to individuals, institutions, private clients, and families. Bell Wealth Management serves customers in the United States. |
|
| Bellwether Investment Management Inc. |
Bob |
Sewell |
President and CEO |
(905) 337-2227 ext 201 |
WM |
bob.sewell@bellvest.ca |
info@bellvest.ca |
1267 Cornwall Road Suite 202 |
Oakville |
ON |
L6J 7T5 |
Canada |
North America |
https://www.linkedin.com/in/robert-sewell-31b117a/ |
|
2.009 |
$100M |
|
https://www.linkedin.com/company/bellwether-investment-management-inc |
http://www.bellvest.ca/ |
Bellwether safeguards the future for affluent families as well as businesses, non-profit organizations, pension plans and foundations.
Our investment team, comprised of portfolio managers, is held to the highest standard in the industry. Our family wealth team, made up of skilled financial planners, has wide-ranging expertise in insurance, taxes, real estate and estate planning to help you achieve your financial goals. |
|
| Bellwether Investment Management Inc. |
Steve |
Meehan |
Chairman |
(905) 337-2227 ext 203 |
WM |
steve.meehan@bellvest.ca |
info@bellvest.ca |
1267 Cornwall Road Suite 202 |
Oakville |
ON |
L6J 7T5 |
Canada |
North America |
https://www.linkedin.com/in/steve-meehan-2947755b/ |
|
2.009 |
$100M |
|
https://www.linkedin.com/company/bellwether-investment-management-inc |
http://www.bellvest.ca/ |
Bellwether safeguards the future for affluent families as well as businesses, non-profit organizations, pension plans and foundations.
Our investment team, comprised of portfolio managers, is held to the highest standard in the industry. Our family wealth team, made up of skilled financial planners, has wide-ranging expertise in insurance, taxes, real estate and estate planning to help you achieve your financial goals. |
|
| Belmont Wealth Management |
Gloria |
Eulich Martindale |
President and Director |
(214) 559-9700 |
WM |
gloria@belmontwealth.com |
|
2999 Turtle Creek Blvd |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/gloria-martindale-9559a37/ |
|
|
|
|
|
|
|
|
| Benchmark Private Wealth Management |
Wayne |
McCullough |
President |
(214) 474-2190 |
WM |
wayne@benchmarkpwm.com |
info@benchmarkpwm.com |
7019 Hillcrest Avenue 2nd Floor |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/waynemccullough1/ |
|
2.014 |
$119 million |
|
https://www.linkedin.com/company/benchmarkpwm/ |
http://benchmarkpwm.com/ |
*Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.*
At Benchmark Private Wealth Management, we pride ourselves on delivering an unsurpassed client experience by providing intelligent, unbiased and thoughtful wealth management advice and strategies. |
|
| Benchmark Private Wealth Management |
Rawles |
Bell |
Associate Director, Client Advisor |
(214) 474-2190 |
WM |
rawles@benchmarkpwm.com |
info@benchmarkpwm.com |
7019 Hillcrest Avenue 2nd Floor |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/rawlesbell/ |
|
2.014 |
$119 million |
|
https://www.linkedin.com/company/benchmarkpwm/ |
http://benchmarkpwm.com/ |
*Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.*
At Benchmark Private Wealth Management, we pride ourselves on delivering an unsurpassed client experience by providing intelligent, unbiased and thoughtful wealth management advice and strategies. |
|
| Benchmark Private Wealth Management |
Skylar |
Ricard |
Client Liaison |
(214) 474-2185 |
WM |
skylar@benchmarkpwm.com |
info@benchmarkpwm.com |
7019 Hillcrest Avenue 2nd Floor |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/skylar-ricard-8b4193168/ |
|
2.014 |
$119 million |
|
https://www.linkedin.com/company/benchmarkpwm/ |
http://benchmarkpwm.com/ |
*Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.*
At Benchmark Private Wealth Management, we pride ourselves on delivering an unsurpassed client experience by providing intelligent, unbiased and thoughtful wealth management advice and strategies. |
|
| BenchMark Wealth Management |
James |
Eisnor |
Partner |
(724) 743-7900 |
WM |
eisnorj@ceteranetworks.com |
|
Southpointe Town Center - 1800 Main Street, Suite 210 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/james-eisnor-aif®-b45b281/ |
|
2.004 |
$282M |
|
|
http://www.benchmarkwealthmgt.com/ |
BenchMark Wealth Management is a team of five independent financial advisors who formed our firm with a single mission in mind: to provide lifelong financial guidance through relationships with families and business owners that span multiple generations. While our specialties and experiences are diverse, we all share a passion for helping others through financial planning. |
|
| BenchMark Wealth Management |
Robert |
O'Korn |
Partner |
(724) 743-7900 |
WM |
okornr@ceteranetworks.com |
|
Southpointe Town Center - 1800 Main Street, Suite 210 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/bobokorn/ |
|
2.004 |
$282M |
|
|
http://www.benchmarkwealthmgt.com/ |
BenchMark Wealth Management is a team of five independent financial advisors who formed our firm with a single mission in mind: to provide lifelong financial guidance through relationships with families and business owners that span multiple generations. While our specialties and experiences are diverse, we all share a passion for helping others through financial planning. |
|
| BenchMark Wealth Management |
Joe |
Salamone |
Partner |
(724) 743-7900 |
WM |
salamonej@ceteranetworks.com |
|
Southpointe Town Center - 1800 Main Street, Suite 210 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
|
|
2.004 |
$282M |
|
|
http://www.benchmarkwealthmgt.com/ |
BenchMark Wealth Management is a team of five independent financial advisors who formed our firm with a single mission in mind: to provide lifelong financial guidance through relationships with families and business owners that span multiple generations. While our specialties and experiences are diverse, we all share a passion for helping others through financial planning. |
|
| BenchMark Wealth Management |
Kevin |
Smith |
Partner |
(724) 743-7900 |
WM |
Smithke@ceteranetworks.com |
|
Southpointe Town Center - 1800 Main Street, Suite 210 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
|
|
2.004 |
$282M |
|
|
http://www.benchmarkwealthmgt.com/ |
BenchMark Wealth Management is a team of five independent financial advisors who formed our firm with a single mission in mind: to provide lifelong financial guidance through relationships with families and business owners that span multiple generations. While our specialties and experiences are diverse, we all share a passion for helping others through financial planning. |
|
| Benefit Financial Services Group |
Grace |
Lau |
Managing Principal |
(888) 997-8882 |
WM |
glau@pacwestfn.com |
inquiries@bfsg.com |
1643 E. Bethany Home Rd. |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/gracelau50/ |
|
1.997 |
|
|
https://www.linkedin.com/company/pacwest-financial-mgt./ |
https://bfsg-az.com/ |
PacWest is independently owned and no other financial institution controls us. All investment research and money management is done in our office and our clients can drop by any time to see us in action. Our clients’ assets are held at one of three large national independent custodians. Any withdrawals of funds are controlled by the client and not by us. Every investment action we take is transparent to our clients. |
|
| Bennett & Porter Wealth Management |
Jack |
Bennett |
President, Founding Partner |
(480) 212-1150 |
WM |
jbennett@bapins.com |
agency@bapins.com |
3200 N Hayden Rd., Suite 310 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/jack-bennett-b2552015/ |
|
2.002 |
|
|
https://www.linkedin.com/company/bennett-&-porter-insurance-services/ |
https://www.bennettandporter.com/ |
Bennett & Porter is here to take your insurance and wealth management to the next level. Our dynamic team is driven each day to rise to the challenge and make a difference with intelligent, inspired solutions. Whether it’s an accurate insurance policy, a calculated tax strategy, or a winning wealth management plan, we work together as one to make sure you are fully covered, fully prepared, and fully directed to achieving a better quality of life. |
|
| Bennett & Porter Wealth Management |
Scott |
Porter |
SVP Wealth Management, Founding Partner |
(480) 212-1150 |
WM |
sporter@bapins.com |
agency@bapins.com |
3200 N Hayden Rd., Suite 310 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/scott-porter-cfp-27a3ba9/ |
|
2.002 |
|
|
https://www.linkedin.com/company/bennett-&-porter-insurance-services/ |
https://www.bennettandporter.com/ |
Bennett & Porter is here to take your insurance and wealth management to the next level. Our dynamic team is driven each day to rise to the challenge and make a difference with intelligent, inspired solutions. Whether it’s an accurate insurance policy, a calculated tax strategy, or a winning wealth management plan, we work together as one to make sure you are fully covered, fully prepared, and fully directed to achieving a better quality of life. |
|
| Bennett & Porter Wealth Management |
Jeremy |
Smith |
COO |
(480) 212-1150 |
WM |
jsmith@bapins.com |
agency@bapins.com |
3200 N Hayden Rd., Suite 310 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-smith-1b910216/ |
|
2.002 |
|
|
https://www.linkedin.com/company/bennett-&-porter-insurance-services/ |
https://www.bennettandporter.com/ |
Bennett & Porter is here to take your insurance and wealth management to the next level. Our dynamic team is driven each day to rise to the challenge and make a difference with intelligent, inspired solutions. Whether it’s an accurate insurance policy, a calculated tax strategy, or a winning wealth management plan, we work together as one to make sure you are fully covered, fully prepared, and fully directed to achieving a better quality of life. |
|
| Bergen Financial Group |
Darcy |
Bergen |
Managing Partner |
(602) 652-2665 |
WM |
darcy@bergenfinancialgroup.com |
info@bergenfinancialgroup.com |
20542 N. Lake Pleasant Rd., Suite 111 |
Mesa |
AZ |
85382 |
United States of America |
North America |
https://www.linkedin.com/in/darcy-bergen-crfa-66b53464/ |
|
|
|
|
https://www.linkedin.com/company/bergen-financial-group/ |
https://www.bergenfinancialgroup.com/ |
Bergen Financial Group offers conservative retirement planning strategies and products designed to provide guaranteed income for life, while protecting your principal from the fluctuations of the stock market with fixed annuity options. |
|
| Berger, van Berchem & Cie SA |
Matthieu |
Berger |
Chief Investment Officer |
41 223 191 000 |
WM |
matthieu.berger@bvb-cie.ch |
info@bvb-cie.ch |
26, Rue de la Corraterie |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/mathieu-berger-bb2ab92b/ |
|
|
$9.6 billion |
|
|
https://www.bvb-cie.ch/ |
Our organization is both independent and agile, thus ensuring efficiency in terms of advice, negotiation and control.
The diversity of our client base is a source of stimulation and a challenge we are glad to rise to.
Our size and availability enable us to offer a service that is 100% tailor-made.
Our role is designed to be one of added value; our mission is to deliver performance that meets your objectives. |
|
| Bergland Wealth Management |
John |
Bergland |
Founder & President |
(601) 956-5181 |
WM |
john@berglandwealth.com |
|
213 Draperton Drive, Suite B |
Ridgeland |
MS |
39157 |
United States of America |
North America |
|
|
|
$44 million |
|
|
http://www.berglandwealth.com/ |
Bergland Wealth Management is an independent, fee-only, registered
investment advisory firm. Our services include investment management and
financial planning. We serve as a personal CFO for successful
individuals and families to empower them to make smart decisions in
order to maximize the probability of achieving all those things that are
most important to them. As a fiduciary, we put your best interest first
and serve as a lifelong trusted advisor on which you can rely for
personalized guidance and coaching. While we are based in Ridgeland,
Mississippi, our clients live throughout the United States. |
|
| Berkeley, Inc |
Michael |
Ling |
Founder |
(208) 853-6980 |
WM |
michael@berkeleyinc.com |
|
3778 Plantation River Drive, Suite 102 |
Boise |
ID |
83703 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ling-0a5185169/ |
|
|
|
|
https://www.linkedin.com/company/berkeley-inc./ |
https://www.berkeleyinc.com/ |
The business philosophy and services offered at Berkeley, Inc. grew out of a general dissatisfaction we felt with the way things were typically being done in the financial services industry. Founded in 1996, our firm is a Registered Investment Advisor, registered with the Securities and Exchange Commission (SEC) and located in Boise, Idaho. As a “fee-only” advisor we do not sell products, receive commissions, payments, rebates, kickbacks, soft dollars, or other incentives. Our exclusive sources of revenue are the fees paid directly by clients. This minimizes any conflicts of interest. For example, when working on a plan, if we determine the need for additional life and/or disability insurance, our recommendation stems from logical analysis, not as a result of commissions paid to sell products. We are also fiduciaries which means that we put clients' interests first. |
|
| Berkeley, Inc |
Chris |
Hendrickson |
Financial Advisor |
(208) 853-6980 |
WM |
chris@berkeleyinc.com |
|
3778 Plantation River Drive, Suite 102 |
Boise |
ID |
83703 |
United States of America |
North America |
https://www.linkedin.com/in/j-chris-hendrickson-cfp®/ |
|
|
|
|
https://www.linkedin.com/company/berkeley-inc./ |
https://www.berkeleyinc.com/ |
The business philosophy and services offered at Berkeley, Inc. grew out of a general dissatisfaction we felt with the way things were typically being done in the financial services industry. Founded in 1996, our firm is a Registered Investment Advisor, registered with the Securities and Exchange Commission (SEC) and located in Boise, Idaho. As a “fee-only” advisor we do not sell products, receive commissions, payments, rebates, kickbacks, soft dollars, or other incentives. Our exclusive sources of revenue are the fees paid directly by clients. This minimizes any conflicts of interest. For example, when working on a plan, if we determine the need for additional life and/or disability insurance, our recommendation stems from logical analysis, not as a result of commissions paid to sell products. We are also fiduciaries which means that we put clients' interests first. |
|
| Berkeley, Inc |
Megan |
Gibson |
Paraplanner |
(208) 853-6980 |
WM |
megan@berkeleyinc.com |
|
3778 Plantation River Drive, Suite 102 |
Boise |
ID |
83703 |
United States of America |
North America |
https://www.linkedin.com/in/megan-gibson-4760b918a/ |
|
|
|
|
https://www.linkedin.com/company/berkeley-inc./ |
https://www.berkeleyinc.com/ |
The business philosophy and services offered at Berkeley, Inc. grew out of a general dissatisfaction we felt with the way things were typically being done in the financial services industry. Founded in 1996, our firm is a Registered Investment Advisor, registered with the Securities and Exchange Commission (SEC) and located in Boise, Idaho. As a “fee-only” advisor we do not sell products, receive commissions, payments, rebates, kickbacks, soft dollars, or other incentives. Our exclusive sources of revenue are the fees paid directly by clients. This minimizes any conflicts of interest. For example, when working on a plan, if we determine the need for additional life and/or disability insurance, our recommendation stems from logical analysis, not as a result of commissions paid to sell products. We are also fiduciaries which means that we put clients' interests first. |
|
| Berkshire Asset Management, LLC |
Gerard |
Mihalick |
Vice President |
(570) 825-2600 |
WM |
gmihalick@berkshiream.com |
info@berkshiream.com |
46 Public Square, Suite 700 |
Wilkes-Barre |
PA |
18701 |
United States of America |
North America |
https://www.linkedin.com/in/gerard-mihalick-cfa-44b5776/ |
|
1.986 |
$1.3B |
|
https://www.linkedin.com/company/berkshire-asset-management/ |
http://www.berkshireasset.com/ |
Berkshire Asset Management is an employee owned SEC register investment advisor* founded in 1986. Our growth can be attributed to an exceptional level of client service and delivering attractive investment results. |
|
| Berkshire Asset Management, LLC |
Gregory |
Weaver |
Vice President |
(570) 825-2600 |
WM |
gweaver@berkshiream.com |
info@berkshiream.com |
46 Public Square, Suite 700 |
Wilkes-Barre |
PA |
18701 |
United States of America |
North America |
https://www.linkedin.com/in/greg-weaver-cfa-5997255/ |
|
1.986 |
$1.3B |
|
https://www.linkedin.com/company/berkshire-asset-management/ |
http://www.berkshireasset.com/ |
Berkshire Asset Management is an employee owned SEC register investment advisor* founded in 1986. Our growth can be attributed to an exceptional level of client service and delivering attractive investment results. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
Adam |
Carlin |
Managing Director, Wealh Management, Private Wealth Advisor, Senior Portfolio Management Director |
(305) 476-3302 |
WM |
Adam.E.Carlin@morganstanleypwm.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/adam-carlin-a1bb2136/ |
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
Richard |
Bermont |
Executive Director, Wealth Management, Financial Advisor |
(305) 476-3300 |
WM |
Richard.Bermont@morganstanley.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
Brian |
Exelbert |
SVP, Wealh Management, Financial Advisor, Portfolio Management Director |
(305) 476-3303 |
WM |
Brian.R.Exelbert@morganstanley.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/brian-exelbert-303186/ |
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
Jason |
Goldstrich |
Financial Advisor |
(305) 460-7824 |
WM |
Jason.Goldstrich@morganstanley.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/jasongoldstrich/ |
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
David |
Olazabal |
SVP, Wealth Management, Financial Advisor |
(305) 476-3306 |
WM |
David.Olazabal@morganstanley.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
Charles |
Schifano |
Executive Director, Portfolio Manager |
(305) 476-3355 |
WM |
Charles.Schifano@morganstanleypwm.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/charles-s-1773a64/ |
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bermont Carlin Wealth Management - Morgan Stanley |
Anuka |
Serrano |
Assistant Vice President, Wealth Management Associate |
(305) 476-3319 |
WM |
Anuka.Serrano@morganstanleypwm.com |
|
220 Alhambra Circle, 10th Floor |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
1.974 |
$3.1B |
|
|
https://advisor.morganstanley.com/bermont-carlin-wealth-management |
Founded in 1974 our group is one of our community’s longest tenured wealth management groups. Our process requires a complete commitment to understanding all of our clients’ needs, challenges and aspirations, needed to craft a highly customized strategy for each of our clients. Our process demands an exceptional level of service and the highest degree of professional skills. Most of all, it takes a complete team commitment to helping our clients live the lives they have always wanted to live, as well as building the legacies they have dreamed of leaving. As Private Wealth Advisors and Portfolio Managers, we provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.
We manage approximately $3.1 billion* for an elite clientele of ultra-high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. From our founding, our primary mission has been to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations. |
|
| Bernhardt Wealth Management |
Gordon |
Bernhardt |
President and Founder |
(703) 356-4380 |
WM |
Gordon@BernhardtWealth.com |
|
7601 Lewinsville Road, Suite 210 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/gordonbernhardt/ |
|
1.994 |
$345 million |
|
https://www.linkedin.com/company/bernhardt-wealth-management |
http://www.bernhardtwealth.com/ |
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the Washington, DC area. The Bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues. |
|
| Bernhardt Wealth Management |
Timothy |
Koehl |
Principal |
(703) 356-4380 |
WM |
Tim@BernhardtWealth.com |
|
7601 Lewinsville Road, Suite 210 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/timkoehl/ |
|
1.994 |
$345 million |
|
https://www.linkedin.com/company/bernhardt-wealth-management |
http://www.bernhardtwealth.com/ |
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the Washington, DC area. The Bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues. |
|
| Bernhardt Wealth Management |
Solon |
Vlasto |
Senior Financial Advisor |
(703) 356-4380 |
WM |
Solon@BernhardtWealth.com |
|
7601 Lewinsville Road, Suite 210 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/svlasto/ |
|
1.994 |
$345 million |
|
https://www.linkedin.com/company/bernhardt-wealth-management |
http://www.bernhardtwealth.com/ |
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the Washington, DC area. The Bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues. |
|
| Bernhardt Wealth Management |
Bonnie |
Armstrong |
Director of Operations |
(703) 356-4380 |
WM |
Bonnie@BernhardtWealth.com |
|
7601 Lewinsville Road, Suite 210 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/bonniejarmstrong/ |
|
1.994 |
$345 million |
|
https://www.linkedin.com/company/bernhardt-wealth-management |
http://www.bernhardtwealth.com/ |
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the Washington, DC area. The Bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues. |
|
| Bernstein Private Wealth Management |
Jonathan |
Batista |
VP, Private Wealth Advisor |
(312) 696-7800 |
WM |
jonathan.batista@bernstein.com |
|
227 West Monroe Street Suite 5900 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jonathandbatista/ |
|
1.967 |
$54.3 billion |
|
https://www.linkedin.com/company/bernstein-global-wealth-management |
https://www.bernstein.com/ |
Since our founding 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs, and makes us fully accountable for their outcomes. We can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help clients reach their goals. |
|
| Bernstein Private Wealth Management |
Steve |
Schilling |
Director of Wealth Management Research |
(312) 696-7800 |
WM |
schillingss@bernstein.com |
|
227 West Monroe Street Suite 5900 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/steve-schilling-cfa-262a6832/ |
|
1.967 |
$54.3 billion |
|
https://www.linkedin.com/company/bernstein-global-wealth-management |
https://www.bernstein.com/ |
Since our founding 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs, and makes us fully accountable for their outcomes. We can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help clients reach their goals. |
|
| BerryDunn Wealth Management |
Barbara |
Appleby |
Principal |
(603) 669-7337 |
WM |
bappleby@berrydunnwm.com |
|
1000 Elm Street |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-appleby-jd-ma-aif®-5022291/ |
|
2.001 |
|
|
https://www.linkedin.com/company/berrydunn-wealth-management/?originalSubdomain=mt |
https://www.berrydunnwm.com/ |
Berrydunn Wealth Management is a financial advisor company based in Portland, Maine. We take life’s complexities and shape them into a straightforward and manageable plan. We take the time to learn how you want to live your life in order to craft a financial plan made for you. You want a trusted advisor who takes an objective look at your financial health, who develops and monitors the right balance of investments based on your goals, and who independently assesses your insurance needs. We are your go-to people, helping make financial decisions easier for your family. |
|
| BerryDunn Wealth Management |
Kristin |
Guibord |
Senior Investment Manager |
(603) 669-7337 |
WM |
kguibord@berrydunnwm.com |
|
1000 Elm Street |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-guibord-mba-aif®-2554591a/ |
|
2.001 |
|
|
https://www.linkedin.com/company/berrydunn-wealth-management/?originalSubdomain=mt |
https://www.berrydunnwm.com/ |
Berrydunn Wealth Management is a financial advisor company based in Portland, Maine. We take life’s complexities and shape them into a straightforward and manageable plan. We take the time to learn how you want to live your life in order to craft a financial plan made for you. You want a trusted advisor who takes an objective look at your financial health, who develops and monitors the right balance of investments based on your goals, and who independently assesses your insurance needs. We are your go-to people, helping make financial decisions easier for your family. |
|
| BerryDunn Wealth Management |
Kathy |
Reiley |
Senior Manager |
(603) 669-7337 |
WM |
kreilley@berrydunnwm.com |
|
1000 Elm Street |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-reilley-49341a6b/ |
|
2.001 |
|
|
https://www.linkedin.com/company/berrydunn-wealth-management/?originalSubdomain=mt |
https://www.berrydunnwm.com/ |
Berrydunn Wealth Management is a financial advisor company based in Portland, Maine. We take life’s complexities and shape them into a straightforward and manageable plan. We take the time to learn how you want to live your life in order to craft a financial plan made for you. You want a trusted advisor who takes an objective look at your financial health, who develops and monitors the right balance of investments based on your goals, and who independently assesses your insurance needs. We are your go-to people, helping make financial decisions easier for your family. |
|
| BerryDunn Wealth Management |
Donna |
Buyze |
Senior Manager of Investment & Insurance Services |
(603) 669-7337 |
WM |
dbuyze@berrydunnwm.com |
|
1000 Elm Street |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/donna-buyze-mba-cima®-526ba28/ |
|
2.001 |
|
|
https://www.linkedin.com/company/berrydunn-wealth-management/?originalSubdomain=mt |
https://www.berrydunnwm.com/ |
Berrydunn Wealth Management is a financial advisor company based in Portland, Maine. We take life’s complexities and shape them into a straightforward and manageable plan. We take the time to learn how you want to live your life in order to craft a financial plan made for you. You want a trusted advisor who takes an objective look at your financial health, who develops and monitors the right balance of investments based on your goals, and who independently assesses your insurance needs. We are your go-to people, helping make financial decisions easier for your family. |
|
| Bespoke Wealth Advisors |
L. Grant |
Bergamo |
CoFounder / Private Wealth Advisor |
(415) 271-4620 |
WM |
grant@bespokewealthadvisors.com |
info@bespokewealthadvisors.com |
733 Front Street Suite 110 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/louis-grant-bergamo-cfp®-b7978010/ |
|
2.017 |
|
|
https://www.linkedin.com/company/bespokewealthadvisorssf |
http://www.bespokewealthadvisors.com/ |
As financial professionals, Bespoke Wealth Advisors is committed to helping individuals, families and organizations just like you create solutions to manage their assets. Once we understand your risk tolerance, time horizon and goals, we develop a customized program that carefully balances investment strategies with preserving principal.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Whether you have retirement, college tuition, or charitable giving in sight, critical information is essential to achieve your goals. Detailed planning is vital to avoid any costly mistakes. |
|
| Bessemer Trust |
Marc David |
Stern |
CEO |
(212) 708-9100 |
WM |
stern@bessemer.com |
|
630 Fifth Avenue |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/marc-stern-a66bb885/ |
|
1.907 |
$68 billion |
|
https://www.linkedin.com/company/bessemer-trust/ |
http://www.bessemertrust.com/portal/site/bessemernew |
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. |
|
| Bessemer Trust |
George |
Wilcox |
President |
(212) 708-9349 |
WM |
wilcox@bessemer.com |
|
630 Fifth Avenue |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/george-wilcox-b15b76/ |
|
1.907 |
$68 billion |
|
https://www.linkedin.com/company/bessemer-trust/ |
http://www.bessemertrust.com/portal/site/bessemernew |
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. |
|
| Bessemer Trust |
Rebecca |
Patterson |
Managing Director / Chief Investment Officer |
(212) 708-9100 |
WM |
patterson@bessemer.com |
|
630 Fifth Avenue |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-patterson-1b014592/ |
|
1.907 |
$68 billion |
|
https://www.linkedin.com/company/bessemer-trust/ |
http://www.bessemertrust.com/portal/site/bessemernew |
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. |
|
| Beta Capital Management LP |
Maria |
Castillo |
Founding Partner |
(305) 358-8844 |
WM |
mcastillo@betacap.com |
info@betacap.com |
777 Brickell Ave #1201 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/maria-d-castillo-arminan-05112984/ |
|
1.995 |
$191M |
|
|
https://www.creditandorragroup.us/en |
Beta Capital Securities is founded. Based in Miami, FL, Beta obtains a broker-dealer license to provide global wealth management services to private and institutional investors. The firm is regulated by FINRA (Financial Industry Regulatory Authority), the MSRB (Municipal Securities Rulemaking Board) and the NFA (National Futures Association). It is also a member of the SIPC (Securities Investor Protection Corporation). |
|
| Beta Capital Management LP |
Maria |
Healy |
Founding Partner |
(305) 358-8844 |
WM |
mhealy@betacap.com |
info@betacap.com |
777 Brickell Ave #1201 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/maria-healy-59354071/ |
|
1.995 |
$191M |
|
|
https://www.creditandorragroup.us/en |
Beta Capital Securities is founded. Based in Miami, FL, Beta obtains a broker-dealer license to provide global wealth management services to private and institutional investors. The firm is regulated by FINRA (Financial Industry Regulatory Authority), the MSRB (Municipal Securities Rulemaking Board) and the NFA (National Futures Association). It is also a member of the SIPC (Securities Investor Protection Corporation). |
|
| Beta Capital Management LP |
Xavier |
Castillo |
SVP & Firm Founder |
(305) 358-8844 |
WM |
xcastillo@betacap.com |
info@betacap.com |
777 Brickell Ave #1201 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/javi-castillo-7517534/ |
|
1.995 |
$191M |
|
|
https://www.creditandorragroup.us/en |
Beta Capital Securities is founded. Based in Miami, FL, Beta obtains a broker-dealer license to provide global wealth management services to private and institutional investors. The firm is regulated by FINRA (Financial Industry Regulatory Authority), the MSRB (Municipal Securities Rulemaking Board) and the NFA (National Futures Association). It is also a member of the SIPC (Securities Investor Protection Corporation). |
|
| Beta Capital Management LP |
Roger |
Rodriguez |
SVP & Firm Founder |
(305) 358-8844 |
WM |
rrodriguez@betacap.com |
info@betacap.com |
777 Brickell Ave #1201 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/roger-rodríguez-a30121197/ |
|
1.995 |
$191M |
|
|
https://www.creditandorragroup.us/en |
Beta Capital Securities is founded. Based in Miami, FL, Beta obtains a broker-dealer license to provide global wealth management services to private and institutional investors. The firm is regulated by FINRA (Financial Industry Regulatory Authority), the MSRB (Municipal Securities Rulemaking Board) and the NFA (National Futures Association). It is also a member of the SIPC (Securities Investor Protection Corporation). |
|
| Beta Capital Management LP |
Marjorie |
Escudero |
COO |
(305) 358-8844 |
WM |
mescudero@betacap.com |
info@betacap.com |
777 Brickell Ave #1201 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/marjorie-escudero-a07404b7/ |
|
1.995 |
$191M |
|
|
https://www.creditandorragroup.us/en |
Beta Capital Securities is founded. Based in Miami, FL, Beta obtains a broker-dealer license to provide global wealth management services to private and institutional investors. The firm is regulated by FINRA (Financial Industry Regulatory Authority), the MSRB (Municipal Securities Rulemaking Board) and the NFA (National Futures Association). It is also a member of the SIPC (Securities Investor Protection Corporation). |
|
| Beutel Goodman & Company |
Michael |
Gibson |
Managing Director, Operations |
(416) 485-1010 |
WM |
mgibson@beutelgoodman.com |
marketing@beutelgoodman.com |
20 Eglinton Avenue West, Suite 2000 P.O. Box 2005 |
Toronto |
ON |
M4R 1K8 |
Canada |
North America |
https://www.linkedin.com/in/michael-gibson-39bb9618/ |
|
1.967 |
$35 billion |
|
|
http://www.beutelgoodman.com/ |
Established in 1967, Beutel, Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. We are dedicated to creating long-term wealth for our institutional, private wealth and retail clients by helping them achieve their investment objectives.
Our fundamental bottom-up value investment philosophy is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets.
We respect our clients, and recognize that investing is about more than numbers. At the core of our business are employees motivated by a desire to earn the confidence and trust of our clients. As an independent firm that is majority-owned by employees, our interests are aligned with yours. Your success is ultimately our success. |
|
| BFI Wealth Management |
Frank |
Suess |
Partner & Executive Chairman |
41 417 122 710 |
WM |
frank.suess@bfiwealth.com |
info@bfiwealth.com |
Bahnhofstrasse 29 |
Zug |
|
6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/frankrsuess/ |
|
2.011 |
$352 million |
|
https://www.linkedin.com/company/bfi-wealth-management-ag |
https://www.bfiwealth.com/ |
BFI Infinity Inc. is one of the leading independent wealth advisory firms in Switzerland, especially for US and Canadian investors. Our clients are generally high net-worth individuals, successful entrepreneurs and wealthy families with an interest in international wealth planning, jurisdictional diversification and global investment opportunities. We work with a number of Swiss and international banks who provide a warm welcome and offer their custodial and brokerage services to clients who are introduced by us. We are registered with the United States Securities and Exchange Commission (SEC) as a registered investment advisor (RIA). |
|
| BFI Wealth Management |
Dirk |
Steinhoff |
Partner & Chief Investment Officer |
41 417 122 710 |
WM |
dirk.steinhoff@bfiwealth.com |
info@bfiwealth.com |
Bahnhofstrasse 29 |
Zug |
|
6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/dirk-steinhoff-282446144/ |
|
2.011 |
$352 million |
|
https://www.linkedin.com/company/bfi-wealth-management-ag |
https://www.bfiwealth.com/ |
BFI Infinity Inc. is one of the leading independent wealth advisory firms in Switzerland, especially for US and Canadian investors. Our clients are generally high net-worth individuals, successful entrepreneurs and wealthy families with an interest in international wealth planning, jurisdictional diversification and global investment opportunities. We work with a number of Swiss and international banks who provide a warm welcome and offer their custodial and brokerage services to clients who are introduced by us. We are registered with the United States Securities and Exchange Commission (SEC) as a registered investment advisor (RIA). |
|
| BHCO Capital Management Inc. |
Pat |
Beaird |
Managing Shareholder |
972-503-1040 |
WM |
PatB@bh-co.com |
info@bh-co.com |
12221 Merit Drive, Suite 750 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/patcbeaird/ |
|
1.988 |
|
|
https://www.linkedin.com/company/beairdharris/ |
https://www.bh-co.com/ |
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. |
|
| Biddle Capital Management, Inc. |
David |
Biddle |
Founder and President |
(888) 369-2261 Ext. 801 |
WM |
dave@bcmwealth.com |
info@bcmwealth.com |
5807 Kennett Pike |
Wilmington |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/gdavidbiddle/ |
|
1.996 |
|
|
https://www.linkedin.com/company/biddle-capital-management/ |
https://www.bcmwealth.com/ |
BCM was established in 1996 with an eye toward fee based investments and financial advice that was focused on the client. As the fiduciary concept evolved, so did BCM. In 2005, BCM Wealth Management and BCM Retirement Solutions were created as divisions of BCM. Since that time the company has expanded in client numbers, assets under management and staff. |
|
| Biddle Capital Management, Inc. |
Damon |
Nickle |
Financial Advisor - Elite Client Group |
(888) 369-2261 Ext. 803 |
WM |
Damon@bcmwealth.com |
info@bcmwealth.com |
5807 Kennett Pike |
Wilmington |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/damonnickle/ |
|
1.996 |
|
|
https://www.linkedin.com/company/biddle-capital-management/ |
https://www.bcmwealth.com/ |
BCM was established in 1996 with an eye toward fee based investments and financial advice that was focused on the client. As the fiduciary concept evolved, so did BCM. In 2005, BCM Wealth Management and BCM Retirement Solutions were created as divisions of BCM. Since that time the company has expanded in client numbers, assets under management and staff. |
|
| Biddle Capital Management, Inc. |
Matt |
Tendler |
Financial Advisor - Elite Client Group |
(888) 369-2261 Ext. 804 |
WM |
Matt@bcmwealth.com |
info@bcmwealth.com |
5807 Kennett Pike |
Wilmington |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/matthewtendlerria/ |
|
1.996 |
|
|
https://www.linkedin.com/company/biddle-capital-management/ |
https://www.bcmwealth.com/ |
BCM was established in 1996 with an eye toward fee based investments and financial advice that was focused on the client. As the fiduciary concept evolved, so did BCM. In 2005, BCM Wealth Management and BCM Retirement Solutions were created as divisions of BCM. Since that time the company has expanded in client numbers, assets under management and staff. |
|
| Biddle Capital Management, Inc. |
Dennis |
Stancoven |
Financial Advisor |
(888) 369-2261 Ext. 805 |
WM |
dennis@bcmwealth.com |
info@bcmwealth.com |
5807 Kennett Pike |
Wilmington |
DE |
19807 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/biddle-capital-management/ |
https://www.bcmwealth.com/ |
BCM was established in 1996 with an eye toward fee based investments and financial advice that was focused on the client. As the fiduciary concept evolved, so did BCM. In 2005, BCM Wealth Management and BCM Retirement Solutions were created as divisions of BCM. Since that time the company has expanded in client numbers, assets under management and staff. |
|
| Biddle Capital Management, Inc. |
George |
Jones Jr |
Financial Advisor |
(888) 369-2261 Ext. 808 |
WM |
George@bcmwealth.com |
info@bcmwealth.com |
5807 Kennett Pike |
Wilmington |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/george-jones-79618562/ |
|
1.996 |
|
|
https://www.linkedin.com/company/biddle-capital-management/ |
https://www.bcmwealth.com/ |
BCM was established in 1996 with an eye toward fee based investments and financial advice that was focused on the client. As the fiduciary concept evolved, so did BCM. In 2005, BCM Wealth Management and BCM Retirement Solutions were created as divisions of BCM. Since that time the company has expanded in client numbers, assets under management and staff. |
|
| BigSur Partners |
Ignacio |
Pakciarz |
Founding Partner | CEO |
(305) 740-6777 |
WM |
ignacio.pakciarz@bigsurpartners.com |
info@bigsurpartners.com |
1441 Brickell Ave Suite 1410 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/ignacio-pakciarz-99042015/ |
|
2.007 |
$662 million |
|
https://www.linkedin.com/company/bigsur-partners/ |
https://www.bigsurpartners.com/ |
BigSur is a global multi-family office founded in 2007 with five anchor families who wished for an independent advisory firm. At BigSur, we strive to maintain a model of independence, targeting an alignment of our clients interests fostered on transparency. It is through this commitment that we seek to avoid common conflicts of interest that often are synonymous with traditional wealth advisory services. |
|
| BigSur Partners |
Rafael |
Iribarren |
Founding Partner | CFO |
(305) 740-6777 |
WM |
rafael.iribarren@bigsurpartners.com |
info@bigsurpartners.com |
1441 Brickell Ave Suite 1410 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/rafael-iribarren-b4191a52/ |
|
2.007 |
$662 million |
|
https://www.linkedin.com/company/bigsur-partners/ |
https://www.bigsurpartners.com/ |
BigSur is a global multi-family office founded in 2007 with five anchor families who wished for an independent advisory firm. At BigSur, we strive to maintain a model of independence, targeting an alignment of our clients interests fostered on transparency. It is through this commitment that we seek to avoid common conflicts of interest that often are synonymous with traditional wealth advisory services. |
|
| Biltmore Family Office |
Chris |
Cecil |
Partner & CEO |
(702) 248-5230 |
WM |
chris@biltmorefamilyoffice.com |
info@biltmorefamilyoffice.com |
6836 Morrison Boulevard, Suite 100 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/chris-cecil-9701b818/ |
|
2.008 |
|
|
https://www.linkedin.com/company/biltmore-family-office-llc/ |
https://www.biltmorefamilyoffice.com/ |
Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor to investment orientated multi-generational families. Our mission is to foster the collaboration between the intellectual capital of the families we serve and the best investment, wealth planning, and family office advice available. Our culture and structure create long lasting partnerships between family clients, partners and professionals. |
|
| Biltmore Family Office |
Mike |
Farrell |
Partner |
(702) 248-5230 |
WM |
mike@biltmorefamilyoffice.com |
info@biltmorefamilyoffice.com |
6836 Morrison Boulevard, Suite 100 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/michael-farrell-332baa12/ |
|
2.008 |
|
|
https://www.linkedin.com/company/biltmore-family-office-llc/ |
https://www.biltmorefamilyoffice.com/ |
Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor to investment orientated multi-generational families. Our mission is to foster the collaboration between the intellectual capital of the families we serve and the best investment, wealth planning, and family office advice available. Our culture and structure create long lasting partnerships between family clients, partners and professionals. |
|
| Biltmore Family Office |
Nikki |
Gokey |
Partner |
(702) 248-5230 |
WM |
nikki@biltmorefamilyoffice.com |
info@biltmorefamilyoffice.com |
6836 Morrison Boulevard, Suite 100 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/nikki-gokey-2975518b/ |
|
2.008 |
|
|
https://www.linkedin.com/company/biltmore-family-office-llc/ |
https://www.biltmorefamilyoffice.com/ |
Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor to investment orientated multi-generational families. Our mission is to foster the collaboration between the intellectual capital of the families we serve and the best investment, wealth planning, and family office advice available. Our culture and structure create long lasting partnerships between family clients, partners and professionals. |
|
| Biltmore Family Office |
Rael |
Gorelick |
Partner & Head of Investment |
(702) 248-5230 |
WM |
rael@biltmorefamilyoffice.com |
info@biltmorefamilyoffice.com |
6836 Morrison Boulevard, Suite 100 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/rael-gorelick-6a44993/ |
|
2.008 |
|
|
https://www.linkedin.com/company/biltmore-family-office-llc/ |
https://www.biltmorefamilyoffice.com/ |
Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor to investment orientated multi-generational families. Our mission is to foster the collaboration between the intellectual capital of the families we serve and the best investment, wealth planning, and family office advice available. Our culture and structure create long lasting partnerships between family clients, partners and professionals. |
|
| Biltmore Wealth Advisors, LLC |
James |
Miller |
Founder and CEO |
Office: (480) 397-2400, Mobile: (602) 628-7542 |
WM |
jim@biltmoreinvestments.com |
|
The Camelback Corridor 4742 N. 24th Street Suite 300 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/james-miller-mba-47959228/ |
|
|
|
|
https://www.linkedin.com/company/biltmore-wealth-advisors/ |
http://biltmoreinvestments.com/ |
A full-service, non-traditional, independent wealth management company that employs the 5-principles for it's clients: 1) Financial Planning, 2) Retirement Planning, 3) Investment Management, 4) Tax and 5) Estate Planning. |
|
| Biltmore Wealth Management LLC |
Tim |
Carpenter |
Co-Founder |
(480) 998-1819 |
WM |
timothy.carpenter@biltmorewealthaz.com |
info@biltmorewealthaz.com |
6720 N. Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-carpenter-6b3b1a13b/ |
|
2.010 |
|
|
https://www.linkedin.com/company/biltmore-wealth-management-l.l.c. |
https://www.biltmorewealthaz.com/ |
We at Biltmore Wealth Management understand the importance of having a financial partner that will take the time to appreciate the challenges and rewards that life presents. We realize that every client brings a unique set of circumstances. This is why we believe in using an all-inclusive method to wealth management to create a custom strategy for you. |
|
| Biltmore Wealth Management LLC |
Kevin |
Sweeney |
Co-Founder |
(480) 998-1819 |
WM |
kevin.sweeney@biltmorewealthaz.com |
info@biltmorewealthaz.com |
6720 N. Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-sweeney-cfp®-04306522/ |
|
2.010 |
|
|
https://www.linkedin.com/company/biltmore-wealth-management-l.l.c. |
https://www.biltmorewealthaz.com/ |
We at Biltmore Wealth Management understand the importance of having a financial partner that will take the time to appreciate the challenges and rewards that life presents. We realize that every client brings a unique set of circumstances. This is why we believe in using an all-inclusive method to wealth management to create a custom strategy for you. |
|
| Bingham, Osborn & Scarborough, LLC |
Carol |
Benz |
Managing Principal & Chief Operating Officer |
(415) 781-8535 |
WM |
carol.benz@bosinvest.com |
info@bosinvest.com |
345 California Street, Suite 1100 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/carol-benz-3780005/ |
|
1.985 |
$1.8B |
|
https://www.linkedin.com/company/bingham-osborn-&-scarborough/ |
https://www.bosinvest.com/ |
Established in 1985, Bingham, Osborn & Scarborough, LLC is a wealth management firm that provides comprehensive wealth management services, including financial planning and investment management, to individuals, endowments and non-profits. The firm is a fee only advisor and does not sell any proprietary products allowing them to remain unbiased. Now in business for over 30 years, Bingham, Osborn & Scarborough is one of the top independent advisory firms in the Bay Area and nationally with offices in San Francisco and Silicon Valley. |
|
| Bingham, Osborn & Scarborough, LLC |
Richard |
Golinski |
Principal, Chief Investment Officer |
(415) 781-8535 |
WM |
rich.golinski@bosinvest.com |
info@bosinvest.com |
345 California Street, Suite 1100 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/rich-golinski-cfa-aa979710/ |
|
1.985 |
$1.8B |
|
https://www.linkedin.com/company/bingham-osborn-&-scarborough/ |
https://www.bosinvest.com/ |
Established in 1985, Bingham, Osborn & Scarborough, LLC is a wealth management firm that provides comprehensive wealth management services, including financial planning and investment management, to individuals, endowments and non-profits. The firm is a fee only advisor and does not sell any proprietary products allowing them to remain unbiased. Now in business for over 30 years, Bingham, Osborn & Scarborough is one of the top independent advisory firms in the Bay Area and nationally with offices in San Francisco and Silicon Valley. |
|
| BirdRock Asset Management |
Steve |
Levy |
President/Portfolio Manager |
(512) 236-0071 |
WM |
steve@birdrockam.com |
info@birdrockam.com |
9433 Bee Cave Rd Building II, Suite 203 |
Austin |
TX |
78733 |
United States of America |
North America |
https://www.linkedin.com/in/steve-levy-a505bb2/ |
|
2.006 |
$165 million |
|
https://www.linkedin.com/company/birdrock-asset-mgmt/about/ |
https://www.birdrockam.com/ |
BirdRock Asset Management is a Registered Investment Advisor based in Austin, TX. Our main goal is to help our clients achieve their financial objectives. |
|
| Bisdorf Palmer Private Wealth Advisors, LLC |
Brian |
Bisdore |
Owner, Wealth Coach |
(682) 224-4001 |
WM |
brian@bisdorfpalmer.com |
|
201 American Concourse, Suite 310 |
Fort Worth |
TX |
76106 |
United States of America |
North America |
https://www.linkedin.com/in/brianaustincfp/ |
|
2.019 |
|
|
https://www.linkedin.com/company/bisdorfpalmer/ |
https://www.bisdorfpalmer.com/ |
With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve specialized roles regarding the planning process. This unique ensemble practice is a team-based approach to delivering superior wealth management, which enables us to identify the totality of client needs with greater precision and deliver more thoroughgoing advice than any one of us could accomplish alone. |
|
| Bisdorf Palmer Private Wealth Advisors, LLC |
Luke |
Palmer |
Owner, Wealth Planner |
(682) 224-4001 |
WM |
luke@bisdorfpalmer.com |
|
201 American Concourse, Suite 310 |
Fort Worth |
TX |
76106 |
United States of America |
North America |
https://www.linkedin.com/in/ejadvisorlukepalmer/ |
|
2.019 |
|
|
https://www.linkedin.com/company/bisdorfpalmer/ |
https://www.bisdorfpalmer.com/ |
With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve specialized roles regarding the planning process. This unique ensemble practice is a team-based approach to delivering superior wealth management, which enables us to identify the totality of client needs with greater precision and deliver more thoroughgoing advice than any one of us could accomplish alone. |
|
| Bisdorf Palmer Private Wealth Advisors, LLC |
Bridget |
Palmer |
Financial Planning Coordinator |
(682) 224-4001 |
WM |
bridget@bisdorfpalmer.com |
|
201 American Concourse, Suite 310 |
Fort Worth |
TX |
76106 |
United States of America |
North America |
https://www.linkedin.com/in/bridget-palmer-crpc®-504b024a/ |
|
2.019 |
|
|
https://www.linkedin.com/company/bisdorfpalmer/ |
https://www.bisdorfpalmer.com/ |
With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve specialized roles regarding the planning process. This unique ensemble practice is a team-based approach to delivering superior wealth management, which enables us to identify the totality of client needs with greater precision and deliver more thoroughgoing advice than any one of us could accomplish alone. |
|
| Bisdorf Palmer Private Wealth Advisors, LLC |
Ryan |
Stephens |
Business Development Specialist |
(682) 224-4001 |
WM |
ryan@bisdorfpalmer.com |
|
201 American Concourse, Suite 310 |
Fort Worth |
TX |
76106 |
United States of America |
North America |
|
|
2.019 |
|
|
https://www.linkedin.com/company/bisdorfpalmer/ |
https://www.bisdorfpalmer.com/ |
With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve specialized roles regarding the planning process. This unique ensemble practice is a team-based approach to delivering superior wealth management, which enables us to identify the totality of client needs with greater precision and deliver more thoroughgoing advice than any one of us could accomplish alone. |
|
| Bisdorf Palmer Private Wealth Advisors, LLC |
Beth |
Gatlin |
Client Service Manager |
(682) 224-4001 |
WM |
beth@bisdorfpalmer.com |
|
201 American Concourse, Suite 310 |
Fort Worth |
TX |
76106 |
United States of America |
North America |
https://www.linkedin.com/in/beth-gatlin-7644ba16/ |
|
2.019 |
|
|
https://www.linkedin.com/company/bisdorfpalmer/ |
https://www.bisdorfpalmer.com/ |
With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve specialized roles regarding the planning process. This unique ensemble practice is a team-based approach to delivering superior wealth management, which enables us to identify the totality of client needs with greater precision and deliver more thoroughgoing advice than any one of us could accomplish alone. |
|
| BKD Wealth Advisors, LLC |
Jack |
Everett Thurman |
Managing Partner, President and Chief Compliance Officer |
(417) 866-5822 |
WM |
jthurman@bkd.com |
|
910 East St Louis Street Suite 200 |
Springfield |
MO |
65801 |
United States of America |
North America |
https://www.linkedin.com/in/jack-thurman-69351a9/ |
|
1.998 |
$2,547 million |
|
https://www.linkedin.com/company/bkd-wealth-advisors/?originalSubdomain=ph |
http://www.bkd.com/wealth-advisors/ |
BKD Wealth Advisors, LLC, (BKDWA) a wholly owned subsidiary of BKD, LLP, offers wealth management services for families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts your interests first. |
|
| BKD Wealth Advisors, LLC |
Jeff |
Layman |
Partner, Principal and Chief Investment Officer |
(417) 866-5822 |
WM |
jlayman@bkd.com |
|
910 East St Louis Street Suite 200 |
Springfield |
MO |
65801 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-layman-40965219/ |
|
1.998 |
$2,547 million |
|
https://www.linkedin.com/company/bkd-wealth-advisors/?originalSubdomain=ph |
http://www.bkd.com/wealth-advisors/ |
BKD Wealth Advisors, LLC, (BKDWA) a wholly owned subsidiary of BKD, LLP, offers wealth management services for families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts your interests first. |
|
| BKD Wealth Advisors, LLC |
Steve |
Toomey |
Principal and Partner |
(816) 221-6300 |
WM |
stoomey@bkd.com |
|
910 East St Louis Street Suite 200 |
Springfield |
MO |
65801 |
United States of America |
North America |
https://www.linkedin.com/in/steve-toomey-mba-cima-21ab817/ |
|
1.998 |
$2,547 million |
|
https://www.linkedin.com/company/bkd-wealth-advisors/?originalSubdomain=ph |
http://www.bkd.com/wealth-advisors/ |
BKD Wealth Advisors, LLC, (BKDWA) a wholly owned subsidiary of BKD, LLP, offers wealth management services for families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts your interests first. |
|
| Black Knight Wealth Management |
Mike |
Christians |
Managing Director, Private Wealth Advisor |
(469) 480-4756 |
WM |
msc@blackknightwm.com |
msc@blackknightwm.com |
1207 S. White Chapel Blvd., Suite 150 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/mikechristians/ |
|
|
|
|
|
http://www.blackknightwm.com/ |
At BKWM, we believe that holistic wealth management starts with understanding each client's financial objectives and lifestyle desires. That understanding forms the basis for our trusted, customized and innovative solutions.
At some firms, financial planning consists of having a client fill out a questionnaire and then feeding the answers into a software program, which then spits out superficial, generalized solutions. We don't think that's acceptable. We may start there, but we certainly don’t stop there because each of our clients is unique. We carefully tailor our solutions and processes to each client's specific needs and goals. |
|
| BlackDiamond Wealth Management |
Sean |
Hollitz |
Founder & Managing Partner |
(212) 858-0705 |
WM |
shollitz@blackdiamondwealth.com |
info@blackdiamondwealth.com |
575 Fifth Avenue, 14th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/shollitz/ |
|
2.016 |
|
|
https://www.linkedin.com/company/blackdiamond-wealth/ |
https://www.blackdiamondwealth.com/ |
BlackDiamond is a modern boutique financial planning firm with a team heralding from all different backgrounds. Our firm is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed. Our years of experience collaborating with clients like you has given us the knowledge to think outside of the box when tackling your financial dreams. |
|
| BlackDiamond Wealth Management |
Lawrence |
Greenwald |
Managing Partner |
(212) 858-9115 |
WM |
lgreenwald@blackdiamondwealth.com |
info@blackdiamondwealth.com |
575 Fifth Avenue, 14th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/larrygreenwald/ |
|
2.016 |
|
|
https://www.linkedin.com/company/blackdiamond-wealth/ |
https://www.blackdiamondwealth.com/ |
BlackDiamond is a modern boutique financial planning firm with a team heralding from all different backgrounds. Our firm is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed. Our years of experience collaborating with clients like you has given us the knowledge to think outside of the box when tackling your financial dreams. |
|
| BlackDiamond Wealth Management |
Scott |
Ungar |
Partner |
(212) 520-7872 |
WM |
sungar@blackdiamondwealth.com |
info@blackdiamondwealth.com |
575 Fifth Avenue, 14th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/scott-ungar-9a0b141/ |
|
2.016 |
|
|
https://www.linkedin.com/company/blackdiamond-wealth/ |
https://www.blackdiamondwealth.com/ |
BlackDiamond is a modern boutique financial planning firm with a team heralding from all different backgrounds. Our firm is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed. Our years of experience collaborating with clients like you has given us the knowledge to think outside of the box when tackling your financial dreams. |
|
| BlackDiamond Wealth Management |
Ken |
Nuttall |
Chief Investment Officer |
(212) 328-1762 |
WM |
knuttall@blackdiamondwealth.com |
info@blackdiamondwealth.com |
575 Fifth Avenue, 14th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/ken-nuttall/ |
|
2.016 |
|
|
https://www.linkedin.com/company/blackdiamond-wealth/ |
https://www.blackdiamondwealth.com/ |
BlackDiamond is a modern boutique financial planning firm with a team heralding from all different backgrounds. Our firm is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed. Our years of experience collaborating with clients like you has given us the knowledge to think outside of the box when tackling your financial dreams. |
|
| BlackDiamond Wealth Management |
Debra |
Noble |
Director of Financial Planning |
(212) 658-1715 |
WM |
dnoble@blackdiamondwealth.com |
info@blackdiamondwealth.com |
575 Fifth Avenue, 14th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/dnoble21/ |
|
2.016 |
|
|
https://www.linkedin.com/company/blackdiamond-wealth/ |
https://www.blackdiamondwealth.com/ |
BlackDiamond is a modern boutique financial planning firm with a team heralding from all different backgrounds. Our firm is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed. Our years of experience collaborating with clients like you has given us the knowledge to think outside of the box when tackling your financial dreams. |
|
| BlackRock Investment Management (UK) Ltd |
Laurence |
Fink |
Chairman & Chief Executive Officer |
44 207 743-3000 |
WM |
laurence.fink@blackrock.com |
uk.investor@blackrock.com |
12 Throgmorton Avenue |
London |
|
EC4R 9AS |
United Kingdom |
Europe |
https://www.linkedin.com/in/laurencefink/ |
|
1.988 |
$15T |
|
https://www.linkedin.com/company/blackrock/ |
https://www.blackrock.com/ |
BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. |
|
| BlackRock Investment Management (UK) Ltd |
Susan |
Wagner |
Co-founder, Director |
44 207 743-3000 |
WM |
susan.wagner@blackrock.com |
uk.investor@blackrock.com |
12 Throgmorton Avenue |
London |
|
EC4R 9AS |
United Kingdom |
Europe |
https://www.linkedin.com/in/sue-wagner-a8828615/ |
|
1.988 |
$15T |
|
https://www.linkedin.com/company/blackrock/ |
https://www.blackrock.com/ |
BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. |
|
| Blakely Walters Wealth Management |
Sloan |
Walters |
CoFounder |
(480) 776-5897 |
WM |
swalters@blakelywalters.com |
info@blakelywalters.com |
3333 North Hayden Road |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/sloanwalters/ |
|
2.009 |
|
|
https://www.linkedin.com/company/blakely-walters-wealth-management/ |
http://www.blakelywalters.com/ |
Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime. |
|
| Blakely Walters Wealth Management |
James |
Blakely |
CoFounder |
(480) 776-5897 |
WM |
jblakely@blakelywalters.com |
info@blakelywalters.com |
3333 North Hayden Road |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/james-blakely-2b1a111b/ |
|
2.009 |
|
|
https://www.linkedin.com/company/blakely-walters-wealth-management/ |
http://www.blakelywalters.com/ |
Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime. |
|
| Blakely Walters Wealth Management |
Matthew |
Benson |
Financial Planner |
(480) 776-5897 |
WM |
mbenson@blakelywalters.com |
info@blakelywalters.com |
3333 North Hayden Road |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/matthewbensoncfp/ |
|
2.009 |
|
|
https://www.linkedin.com/company/blakely-walters-wealth-management/ |
http://www.blakelywalters.com/ |
Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime. |
|
| Blakely Walters Wealth Management |
Matthew |
Lambert |
Wealth Manager |
(480) 776-5897 |
WM |
mlambert@blakelywalters.com |
info@blakelywalters.com |
3333 North Hayden Road |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/blakely-walters-wealth-management/ |
http://www.blakelywalters.com/ |
Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime. |
|
| Blakely Walters Wealth Management |
Nathaniel |
Dodd |
Wealth Manager |
(480) 776-5897 |
WM |
ndodd@blakelywalters.com |
info@blakelywalters.com |
3333 North Hayden Road |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/blakely-walters-wealth-management/ |
http://www.blakelywalters.com/ |
Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime. |
|
| Blansett Wealth Navigation, LLC |
Anthony |
Blansett |
President |
(208) 333-9584 |
WM |
admin@blansettwealth.com |
admin@blansettwealth.com |
2449 South Vista Avenue, Suite A |
Boise |
ID |
83705 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-blansett-347a3952/ |
|
|
|
|
|
https://www.blansettwealth.com/ |
Anthony Blansett graduated with a BA in Economics from the University of Redlands located in Southern California. While attending college, he participated in four years of NCAA football and was an active member of one of the school's charter fraternities. He later completed his first Masters degree while serving on active duty as a commissioned officer and pilot with the U.S. Marine Corps. He is currently completing the Master of Science for Financial Services (MSFS) program through the Institute of Business and Finance. The MSFS consists of board certifications in estate planning, taxes, retirement income planning, annuities and mutual funds. There is no financial regulatory requirement to complete this particular curriculum. However after researching several training programs, the MSFS through the IBF was selected as the best platform to enhance the scope of services provided by Blansett Wealth Navigation. |
|
| Bleakley Advisory Group |
Mike |
Axelrod |
Principal |
(973) 244-4223 |
WM |
mike.axelrod@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/michael-axelrod-2aba832/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Peter |
Boockvar |
Chief Investment Officer |
Direct: (973) 244-4211, Mobile: (973) 454-2651 |
WM |
peter.boockvar@bleakleyadvisory.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/peter-boockvar-9856945/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Jack |
Cooney |
Principal |
(973) 244-4206 |
WM |
jack.cooney@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/jackdcooneyjr/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Mark |
Feldman |
Managing Director & Wealth Management Advisor |
(973) 244-4215 |
WM |
mark.feldman@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/markfeldmancfp/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Franklin |
Lepore |
Partner |
(973) 244-4237 |
WM |
frank.lepore@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
|
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Stephen |
Goldenring |
Managing Director |
(973) 276-5860 |
WM |
steve.goldenring@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/steve-goldenring-61b92a3/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Paul |
Tinnirello |
COO |
(973) 244-4214 |
WM |
paul.tinnirello@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/paul-tinnirello-b1688846/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bleakley Advisory Group |
Jon |
Betlow |
Partner |
(973) 244-4238 |
WM |
jon.betlow@bleakley.com |
info@bleakley.com |
100 Passaic Avenue, Suite 300 |
Fairfield |
NJ |
07004 |
United States of America |
North America |
https://www.linkedin.com/in/jon-betlow-cfp®-70b3b511/ |
|
1.984 |
|
|
https://www.linkedin.com/company/bleakley-financial-group/ |
https://www.bleakley.com/ |
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. |
|
| Bloom Asset Management, Inc. |
Richard |
Bloom |
Partner |
(248) 932-5200 |
WM |
rick@bloomassetmanagement.com |
|
31275 Northwestern Hwy Suite 145 |
Farmington Hills |
MI |
48334 |
United States of America |
North America |
|
|
1.984 |
$1,029,126,501 |
|
https://www.linkedin.com/company/bloom-asset-management-inc. |
http://www.bloomassetmanagement.com/ |
At Bloom Asset Management we understand that your investment portfolio means a lot more to you than just dollars and cents. It's about your goals for the future, and the ability to live your dreams.
That's why we manage each portfolio as if it were our own--with the care and attention individual investors have come to expect from us since 1984. |
|
| Bloom Asset Management, Inc. |
Kenneth |
Bloom |
President |
(248) 932-5200 |
WM |
ken@bloomassetmanagement.com |
|
31275 Northwestern Hwy Suite 145 |
Farmington Hills |
MI |
48334 |
United States of America |
North America |
https://www.linkedin.com/in/ken-bloom-b0566011/ |
|
1.984 |
$1,029,126,501 |
|
https://www.linkedin.com/company/bloom-asset-management-inc. |
http://www.bloomassetmanagement.com/ |
At Bloom Asset Management we understand that your investment portfolio means a lot more to you than just dollars and cents. It's about your goals for the future, and the ability to live your dreams.
That's why we manage each portfolio as if it were our own--with the care and attention individual investors have come to expect from us since 1984. |
|
| Bloom Financial Company |
William |
Bloom |
Founding Advisor |
Direct: (815) 600-1758 |
WM |
bill@bloomfinancial.us |
|
65 W. Jackson Blvd., Suite 109 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/bloomfinancial/ |
|
2.014 |
|
|
https://www.linkedin.com/company/bloom-financial-company/ |
https://www.bloomfinancialco.com/ |
Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis. As an independent financial advisor, Bill is able to choose from a wide variety of products, resources and tools that align with his clients’ best interests. He understands that every client’s situation is unique and requires a customized strategy. For Bill it is not just about creating a plan, it is about building long term relationships. |
|
| Bloom Financial Company |
April |
Onesto |
Marketing & Event Manager |
(773) 326-8472 |
WM |
april@bloomfinancial.us |
|
65 W. Jackson Blvd., Suite 109 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/april-onesto-809a85143/ |
|
2.014 |
|
|
https://www.linkedin.com/company/bloom-financial-company/ |
https://www.bloomfinancialco.com/ |
Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis. As an independent financial advisor, Bill is able to choose from a wide variety of products, resources and tools that align with his clients’ best interests. He understands that every client’s situation is unique and requires a customized strategy. For Bill it is not just about creating a plan, it is about building long term relationships. |
|
| Bloom Financial Company |
Ashley |
Keel |
Client Relationship Specialist |
(773) 900-5525 |
WM |
ashley@bloomfinancial.us |
|
65 W. Jackson Blvd., Suite 109 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/ashley-keel-b7056771/ |
|
2.014 |
|
|
https://www.linkedin.com/company/bloom-financial-company/ |
https://www.bloomfinancialco.com/ |
Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis. As an independent financial advisor, Bill is able to choose from a wide variety of products, resources and tools that align with his clients’ best interests. He understands that every client’s situation is unique and requires a customized strategy. For Bill it is not just about creating a plan, it is about building long term relationships. |
|
| Bloom Investment Counsel, Inc. |
M Paul |
Bloom |
President |
(416) 861-9941 |
WM |
paul@bloominvestmentcounsel.com |
info@bloomfunds.ca |
150 York Street Suite 1710 |
Toronto |
ON |
M5H 3S5 |
Canada |
North America |
|
|
1.985 |
$0.4 billion |
|
https://www.linkedin.com/company/bloom-investment-counsel-inc/ |
https://www.bloomfunds.ca/ |
Bloom Investment Counsel, Inc. was established in 1985 and specializes in the management of segregated investment portfolios for wealthy individuals, foundations, corporations, institutions and trusts. In addition to its conventional investment management business the Manager currently manages specialty high-income equity portfolios comprised of dividend paying common equity securities, income trusts and real estate investment trusts. Bloom Investment Counsel is the Investment Manager of 4 TSX listed Closed End Funds. |
|
| Bloom Investment Counsel, Inc. |
Adina |
Bloom Somer |
Director |
(416) 861-9941 |
WM |
adina@bloominvestmentcounsel.com |
info@bloomfunds.ca |
150 York Street Suite 1710 |
Toronto |
ON |
M5H 3S5 |
Canada |
North America |
https://www.linkedin.com/in/adinabloomsomer/ |
|
1.985 |
$0.4 billion |
|
https://www.linkedin.com/company/bloom-investment-counsel-inc/ |
https://www.bloomfunds.ca/ |
Bloom Investment Counsel, Inc. was established in 1985 and specializes in the management of segregated investment portfolios for wealthy individuals, foundations, corporations, institutions and trusts. In addition to its conventional investment management business the Manager currently manages specialty high-income equity portfolios comprised of dividend paying common equity securities, income trusts and real estate investment trusts. Bloom Investment Counsel is the Investment Manager of 4 TSX listed Closed End Funds. |
|
| Blooom |
Kevin |
Conrad |
Co-Founder & Board Member |
|
WM |
kevin@blooom.com |
support@blooom.com |
5325 W 115th Place |
Leawood |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-conard/ |
|
2.013 |
|
|
https://www.linkedin.com/company/blooom/ |
https://www.blooom.com/ |
Blooom is an SEC Registered Investment Advisor dedicated to changing the way people save for retirement. We believe everyone deserves the same expert financial advice previously afforded to only the wealthy. We know saving for retirement is confusing. That’s why blooom starts simply. Our unbiased experts help put your portfolio on the right track—and keep it that way. Blooom is founded on the belief that professional retirement help should be smart, simple, and available to all Americans. |
|
| Blooom |
Chris |
Costello |
Chairman & Co-Founder |
|
WM |
chris@blooom.com |
support@blooom.com |
5325 W 115th Place |
Leawood |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/chriscostelloblooom/ |
|
2.013 |
|
|
https://www.linkedin.com/company/blooom/ |
https://www.blooom.com/ |
Blooom is an SEC Registered Investment Advisor dedicated to changing the way people save for retirement. We believe everyone deserves the same expert financial advice previously afforded to only the wealthy. We know saving for retirement is confusing. That’s why blooom starts simply. Our unbiased experts help put your portfolio on the right track—and keep it that way. Blooom is founded on the belief that professional retirement help should be smart, simple, and available to all Americans. |
|
| Blooom |
Shannon |
Duncan |
Chief Compliance Officer & Director of Operations |
|
WM |
shannon@blooom.com |
support@blooom.com |
5325 W 115th Place |
Leawood |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-duncan-464b765/ |
|
2.013 |
|
|
https://www.linkedin.com/company/blooom/ |
https://www.blooom.com/ |
Blooom is an SEC Registered Investment Advisor dedicated to changing the way people save for retirement. We believe everyone deserves the same expert financial advice previously afforded to only the wealthy. We know saving for retirement is confusing. That’s why blooom starts simply. Our unbiased experts help put your portfolio on the right track—and keep it that way. Blooom is founded on the belief that professional retirement help should be smart, simple, and available to all Americans. |
|
| Blooom |
Randy |
AufDerHeide |
Co-Founder |
|
WM |
randy@blooom.com |
support@blooom.com |
5325 W 115th Place |
Leawood |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/randyaufderheide/ |
|
2.013 |
|
|
https://www.linkedin.com/company/blooom/ |
https://www.blooom.com/ |
Blooom is an SEC Registered Investment Advisor dedicated to changing the way people save for retirement. We believe everyone deserves the same expert financial advice previously afforded to only the wealthy. We know saving for retirement is confusing. That’s why blooom starts simply. Our unbiased experts help put your portfolio on the right track—and keep it that way. Blooom is founded on the belief that professional retirement help should be smart, simple, and available to all Americans. |
|
| BLS Wealth Management, LLC |
Howard |
Bienenfeld |
Managing Partner |
(954) 689-9484 |
WM |
hbienenfeld@blsfinancial.com |
info@blsfinancial.com |
1000 Corporate Drive, Suite 600 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/howardbienenfeld/ |
|
1.976 |
|
|
|
https://www.blsfinancial.com/ |
BLS Wealth Management is a full service one-stop-shop financial, wealth management and insurance agency, providing a collaborative experience for our clients, educating them about the options available and giving them the confidence to make wise and informed decisions.
In our view, wealth management is a much more expansive topic than investing. Our role as wealth manager requires helping you to consider all aspects of your money – the things you can control, as well those you cannot. We constantly seek to add value by providing innovative programs that educate and inform sound financial decision-making. We offer access to a wide range of highly reputable institutional money managers. Our recommended strategies take into account your goals, timeline, and tolerance for risk. |
|
| BLS Wealth Management, LLC |
Carol |
Lasek |
Partner |
(954) 689-9484 |
WM |
clasek@blsfinancial.com |
info@blsfinancial.com |
1000 Corporate Drive, Suite 600 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
|
|
1.976 |
|
|
|
https://www.blsfinancial.com/ |
BLS Wealth Management is a full service one-stop-shop financial, wealth management and insurance agency, providing a collaborative experience for our clients, educating them about the options available and giving them the confidence to make wise and informed decisions.
In our view, wealth management is a much more expansive topic than investing. Our role as wealth manager requires helping you to consider all aspects of your money – the things you can control, as well those you cannot. We constantly seek to add value by providing innovative programs that educate and inform sound financial decision-making. We offer access to a wide range of highly reputable institutional money managers. Our recommended strategies take into account your goals, timeline, and tolerance for risk. |
|
| BLS Wealth Management, LLC |
Mitchell |
Starr |
Partner |
(954) 689-9484 |
WM |
mitchstarr@blsfinancial.com |
info@blsfinancial.com |
1000 Corporate Drive, Suite 600 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/mitchellstarr/ |
|
1.976 |
|
|
|
https://www.blsfinancial.com/ |
BLS Wealth Management is a full service one-stop-shop financial, wealth management and insurance agency, providing a collaborative experience for our clients, educating them about the options available and giving them the confidence to make wise and informed decisions.
In our view, wealth management is a much more expansive topic than investing. Our role as wealth manager requires helping you to consider all aspects of your money – the things you can control, as well those you cannot. We constantly seek to add value by providing innovative programs that educate and inform sound financial decision-making. We offer access to a wide range of highly reputable institutional money managers. Our recommended strategies take into account your goals, timeline, and tolerance for risk. |
|
| BLS Wealth Management, LLC |
Brooke |
Bienenfeld |
Financial Services Professional |
(954) 689-9484 |
WM |
bbienenfeld@blsfinancial.com |
info@blsfinancial.com |
1000 Corporate Drive, Suite 600 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/marc-bienenfeld-cpa-78094a35/ |
|
1.976 |
|
|
|
https://www.blsfinancial.com/ |
BLS Wealth Management is a full service one-stop-shop financial, wealth management and insurance agency, providing a collaborative experience for our clients, educating them about the options available and giving them the confidence to make wise and informed decisions.
In our view, wealth management is a much more expansive topic than investing. Our role as wealth manager requires helping you to consider all aspects of your money – the things you can control, as well those you cannot. We constantly seek to add value by providing innovative programs that educate and inform sound financial decision-making. We offer access to a wide range of highly reputable institutional money managers. Our recommended strategies take into account your goals, timeline, and tolerance for risk. |
|
| BLS Wealth Management, LLC |
Craig |
Novek |
Associate |
(954) 689-9484 |
WM |
cnovek@blsfinancial.com |
info@blsfinancial.com |
1000 Corporate Drive, Suite 600 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/craignovek/ |
|
1.976 |
|
|
|
https://www.blsfinancial.com/ |
BLS Wealth Management is a full service one-stop-shop financial, wealth management and insurance agency, providing a collaborative experience for our clients, educating them about the options available and giving them the confidence to make wise and informed decisions.
In our view, wealth management is a much more expansive topic than investing. Our role as wealth manager requires helping you to consider all aspects of your money – the things you can control, as well those you cannot. We constantly seek to add value by providing innovative programs that educate and inform sound financial decision-making. We offer access to a wide range of highly reputable institutional money managers. Our recommended strategies take into account your goals, timeline, and tolerance for risk. |
|
| BLS Wealth Management, LLC |
Jacalyn |
Murray |
Financial Planner |
(954) 689-9484 |
WM |
jacalynmurray@blsfinancial.com |
info@blsfinancial.com |
1000 Corporate Drive, Suite 600 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/jacalyn-murray/ |
|
1.976 |
|
|
|
https://www.blsfinancial.com/ |
BLS Wealth Management is a full service one-stop-shop financial, wealth management and insurance agency, providing a collaborative experience for our clients, educating them about the options available and giving them the confidence to make wise and informed decisions.
In our view, wealth management is a much more expansive topic than investing. Our role as wealth manager requires helping you to consider all aspects of your money – the things you can control, as well those you cannot. We constantly seek to add value by providing innovative programs that educate and inform sound financial decision-making. We offer access to a wide range of highly reputable institutional money managers. Our recommended strategies take into account your goals, timeline, and tolerance for risk. |
|
| Blue Bell Private Wealth Management |
Scott |
Miller |
Managing Partner |
(610) 825-3540 |
WM |
jsmiller@bluebellpwm.com |
info@bluebellpwm.com |
470 Norristown Road, Suite 305 |
Blue Bell |
PA |
19422 |
United States of America |
North America |
https://www.linkedin.com/in/j-scott-miller-jr-2b630249/ |
|
2.005 |
$336 million |
|
https://www.linkedin.com/company/blue-bell-private-wealth-management/ |
https://bluebellpwm.com/ |
Our firm is a fee-only investment advisory firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals.
Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results. |
|
| Blue Bell Private Wealth Management |
Justin |
Capetola |
Managing Partner |
(610) 825-3540 |
WM |
jcapetola@bluebellpwm.com |
info@bluebellpwm.com |
470 Norristown Road, Suite 305 |
Blue Bell |
PA |
19422 |
United States of America |
North America |
https://www.linkedin.com/in/justincapetola/ |
|
2.005 |
$336 million |
|
https://www.linkedin.com/company/blue-bell-private-wealth-management/ |
https://bluebellpwm.com/ |
Our firm is a fee-only investment advisory firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals.
Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results. |
|
| Blue Bell Private Wealth Management |
Jon |
Sobotki |
Partner |
(610) 825-3540 |
WM |
jsobotkin@bluebellpwm.com |
info@bluebellpwm.com |
470 Norristown Road, Suite 305 |
Blue Bell |
PA |
19422 |
United States of America |
North America |
|
|
2.005 |
$336 million |
|
https://www.linkedin.com/company/blue-bell-private-wealth-management/ |
https://bluebellpwm.com/ |
Our firm is a fee-only investment advisory firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals.
Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results. |
|
| Blue Chip Wealth Management Inc. |
Andrew |
Kane |
President / Senior Wealth Management |
(786) 707-4949 |
WM |
akane@bluechipwm.com |
info@bluechipwm.com |
1691 Michigan Ave., Suite 420 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-kane-0bbb1022/ |
|
2.015 |
|
|
|
https://www.bluechipwm.com/ |
Blue Chip Wealth Management is a boutique fiduciary driven investment advisory firm based on the principles of independence. We provide comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to your individual financial goals.
Each advisor comes from the traditional financial brokerage company, with more than 26 years of experience, Creating this independent firm, which operates in a more manageable platform, aligning ourselves closer to our client’s needs and providing a more transparent wealth management process and client relationship. |
|
| Blue Chip Wealth Management Inc. |
Herly |
Andres Tejada |
VP of Operations |
(786) 707-4949 |
WM |
htejada@bluechipwm.com |
info@bluechipwm.com |
1691 Michigan Ave., Suite 420 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/herly-andres-tejada-mba-89461834/ |
|
2.015 |
|
|
|
https://www.bluechipwm.com/ |
Blue Chip Wealth Management is a boutique fiduciary driven investment advisory firm based on the principles of independence. We provide comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to your individual financial goals.
Each advisor comes from the traditional financial brokerage company, with more than 26 years of experience, Creating this independent firm, which operates in a more manageable platform, aligning ourselves closer to our client’s needs and providing a more transparent wealth management process and client relationship. |
|
| Blue Dot Wealth Management |
Robert |
Young |
Owner / Financial Advisor |
Mobile: (602) 743-2932 |
WM |
rob@bluedotwealthmanagement.com |
|
1820 E. Ray Road, Suite A203 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/robert-young-b49723/ |
|
2.016 |
|
|
|
https://www.bluedotwealthmanagement.com/ |
At Blue Dot Wealth Management, we recognize that acting with integrity, serving honestly, and being motivated by a code of ethics is just the bare minimum of what a financial advisor should bring to every relationship. As the late astronomer Carl Sagan said, it is “our responsibility to deal more kindly with one another.” We are driven to understand the values of our customers to better work together and create growth toward their goals. We model each portfolio as a reflection of the unique person and circumstances that it serves.
Blue Dot Wealth Management is an independent firm, which means we are not employees of an investment or financial services firm. Our independent broker-dealer, Cambridge Investment Research, Inc., enables us to offer financial services based on what is truly best for our clients. We have the freedom to structure our business in a manner that best serves our clients. |
|
| Blue Dot Wealth Management |
Danielle |
Noona |
Director of Client Services |
Office: 480-256-2384
Cell: 602-743-2932 |
WM |
danielle@bluedotwealthmanagement.com |
|
1820 E. Ray Road, Suite A203 |
Chandler |
AZ |
85225 |
United States of America |
North America |
|
|
2.016 |
|
|
|
https://www.bluedotwealthmanagement.com/ |
At Blue Dot Wealth Management, we recognize that acting with integrity, serving honestly, and being motivated by a code of ethics is just the bare minimum of what a financial advisor should bring to every relationship. As the late astronomer Carl Sagan said, it is “our responsibility to deal more kindly with one another.” We are driven to understand the values of our customers to better work together and create growth toward their goals. We model each portfolio as a reflection of the unique person and circumstances that it serves.
Blue Dot Wealth Management is an independent firm, which means we are not employees of an investment or financial services firm. Our independent broker-dealer, Cambridge Investment Research, Inc., enables us to offer financial services based on what is truly best for our clients. We have the freedom to structure our business in a manner that best serves our clients. |
|
| Blue Fountain Wealth Management |
Jimi |
Curry |
Founding Partner and Wealth Management Advisor |
(972) 348-6349 |
WM |
Jimi@BlueFountainWealth.com |
|
14241 Dallas Pkwy, Suite 1200 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/jimicurry/ |
|
2.018 |
|
|
https://www.linkedin.com/company/blue-fountain-wealth-management/ |
https://www.bluefountainwealth.com/ |
Blue Fountain Wealth Management was founded in 2018 by Jimi Curry and Audra Fricke with the simple mission that every client be treated as the firm's top client. Our team delivers on this mission by combining a personalized and high-touch client experience with expert financial guidance, out of the box thinking, and unparalleled customer service. To accommodate the growth of the firm, Blue Fountain Wealth Management became Blue Fountain Capital Partners in June of 2020. |
|
| Blue Fountain Wealth Management |
Audra |
Fricke |
Partner |
(972) 348-6388 |
WM |
Audra@BlueFountainWealth.com |
|
14241 Dallas Pkwy, Suite 1200 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/audrakoochel/ |
|
2.018 |
|
|
https://www.linkedin.com/company/blue-fountain-wealth-management/ |
https://www.bluefountainwealth.com/ |
Blue Fountain Wealth Management was founded in 2018 by Jimi Curry and Audra Fricke with the simple mission that every client be treated as the firm's top client. Our team delivers on this mission by combining a personalized and high-touch client experience with expert financial guidance, out of the box thinking, and unparalleled customer service. To accommodate the growth of the firm, Blue Fountain Wealth Management became Blue Fountain Capital Partners in June of 2020. |
|
| Blue Fountain Wealth Management |
Nick |
Malone |
Managing Partner |
(513) 253-2144 |
WM |
Nick@BlueFountainWealth.com |
|
14241 Dallas Pkwy, Suite 1200 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/nick-malone-7946b9137/ |
|
2.018 |
|
|
https://www.linkedin.com/company/blue-fountain-wealth-management/ |
https://www.bluefountainwealth.com/ |
Blue Fountain Wealth Management was founded in 2018 by Jimi Curry and Audra Fricke with the simple mission that every client be treated as the firm's top client. Our team delivers on this mission by combining a personalized and high-touch client experience with expert financial guidance, out of the box thinking, and unparalleled customer service. To accommodate the growth of the firm, Blue Fountain Wealth Management became Blue Fountain Capital Partners in June of 2020. |
|
| Blue Fountain Wealth Management |
Ryan |
Neal |
Managing Partner |
Direct: (469) 300-0091, Mobile: (817) 336-7022 |
WM |
Ryan@BlueFountainWealth.com |
|
14241 Dallas Pkwy, Suite 1200 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-neal-542a7142/ |
|
2.018 |
|
|
https://www.linkedin.com/company/blue-fountain-wealth-management/ |
https://www.bluefountainwealth.com/ |
Blue Fountain Wealth Management was founded in 2018 by Jimi Curry and Audra Fricke with the simple mission that every client be treated as the firm's top client. Our team delivers on this mission by combining a personalized and high-touch client experience with expert financial guidance, out of the box thinking, and unparalleled customer service. To accommodate the growth of the firm, Blue Fountain Wealth Management became Blue Fountain Capital Partners in June of 2020. |
|
| Blue Fountain Wealth Management |
Chole |
Premo |
Managing Director |
Direct: (858) 202-2350, Mobile: (858) 210-9131 |
WM |
Chole@BlueFountainWealth.com |
|
14241 Dallas Pkwy, Suite 1200 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/chole-premo-2b93a382/ |
|
2.018 |
|
|
https://www.linkedin.com/company/blue-fountain-wealth-management/ |
https://www.bluefountainwealth.com/ |
Blue Fountain Wealth Management was founded in 2018 by Jimi Curry and Audra Fricke with the simple mission that every client be treated as the firm's top client. Our team delivers on this mission by combining a personalized and high-touch client experience with expert financial guidance, out of the box thinking, and unparalleled customer service. To accommodate the growth of the firm, Blue Fountain Wealth Management became Blue Fountain Capital Partners in June of 2020. |
|
| Blue Ocean Strategic Capital, LLC |
Theodore |
Sarenski |
CEO & President |
(315) 471-2672 ext 301 |
WM |
tjs@boscllc.com |
jml@boscllc.com |
333 West Washington Street, #220 |
Syracuse |
NY |
13202 |
United States of America |
North America |
http://linkedin.com/in/boscllc/ |
|
1.997 |
$171 million |
|
https://www.linkedin.com/company/blue-ocean-strategic-capital-llc/ |
http://boscllc.com/ |
Blue Ocean Strategic Capital (BOSC) is a Registered Investment Advisor who is focused on wealth management for high net worth clients. BOSC has individual clients, corporate clients, endowments and foundations and provides numerous services for each category. |
|
| Blue Ocean Strategic Capital, LLC |
Brian |
Wells |
Director of Office Systems & Operations |
(315) 471-2672 ext 304 |
WM |
bjw@boscllc.com |
jml@boscllc.com |
333 West Washington Street, #220 |
Syracuse |
NY |
13202 |
United States of America |
North America |
https://www.linkedin.com/in/brian-wells-82baa93/ |
|
1.997 |
$171 million |
|
https://www.linkedin.com/company/blue-ocean-strategic-capital-llc/ |
http://boscllc.com/ |
Blue Ocean Strategic Capital (BOSC) is a Registered Investment Advisor who is focused on wealth management for high net worth clients. BOSC has individual clients, corporate clients, endowments and foundations and provides numerous services for each category. |
|
| Blue Ocean Strategic Capital, LLC |
Marie |
Norkett |
Director of Financial Planning |
(315) 471-2672 |
WM |
msn@boscllc.com |
jml@boscllc.com |
333 West Washington Street, #220 |
Syracuse |
NY |
13202 |
United States of America |
North America |
https://www.linkedin.com/in/marie-norkett-cfp®-6076482a/ |
|
1.997 |
$171 million |
|
https://www.linkedin.com/company/blue-ocean-strategic-capital-llc/ |
http://boscllc.com/ |
Blue Ocean Strategic Capital (BOSC) is a Registered Investment Advisor who is focused on wealth management for high net worth clients. BOSC has individual clients, corporate clients, endowments and foundations and provides numerous services for each category. |
|
| Blue Pacific Wealth Management, Inc. |
Bryan |
Bourgeois |
President |
(305) 233-9355 |
WM |
Ceo@BluePacificWealth.com |
Info@BluePacificWealth.com |
9180 Bay Harbor Dr., Suite 5 |
Bay Harbor Islands |
FL |
33154 |
United States of America |
North America |
https://www.linkedin.com/in/strategicstockinvestor/ |
|
2.005 |
|
Bryan@MiamiAssetManagement.com |
http://miamiassetmanagement.com/ |
http://bluepacificwealth.com/ |
Blue Pacific Wealth Management is an investment firm founded in 2005 by Bryan Bourgeois focused on serving clients in Austin, TX and South Florida. The firm is structured as an RIA (Registered Investment Advisor) and is a fiduciary. Bryan Bourgeois, Chief Investment Officer and Portfolio Manager, has experience investing across a wide spectrum of asset classes, investment strategies, market sectors, market cycles and industries. This spectrum includes, but is not limited to, domestic and foreign equity and debt securities, fixed-income, commodities, commercial real estate, REITs, DSTs, and private equity. The firm utilizes trading systems, algorithms and other proprietary strategies developed by Bryan Bourgeois that invests in a wide spectrum of asset classes and individual securities to potentially deliver strong returns in any market. |
Miami Beach Office:
1680 Michigan Ave., Suite 700
Miami Beach, FL 33139
Austin Office:
2501 W. William Cannon Dr., Building 2-204
Austin, TX 78745
Phone: (512) 203-1905 |
| Blue Summit Wealth |
Judith |
Seid |
Partner, Wealth Advisor |
Direct: (619) 698-4330 ext. 4 |
WM |
judy@bluesummitwealth.com |
info@bluesummitwealth.com |
9001 Grossmont Blvd. #718 |
La Mesa |
CA |
91941 |
United States of America |
North America |
https://www.linkedin.com/in/bluesummitwealth/ |
|
1.994 |
|
|
|
https://www.bluesummitwealth.com/ |
Blue Summit Wealth Management is a wealth management firm providing financial planning and investment management services for individuals, consulting services for corporate retirement plans and investment advisory services for institutions and endowments. |
|
| Blue Summit Wealth |
Allen |
Trim |
Partner, Porfolio Manager |
Direct: (619) 698-4330 ext. 3 |
WM |
allen@bluesummitwealth.com |
info@bluesummitwealth.com |
9001 Grossmont Blvd. #718 |
La Mesa |
CA |
91941 |
United States of America |
North America |
https://www.linkedin.com/in/allentrim/ |
|
1.994 |
|
|
|
https://www.bluesummitwealth.com/ |
Blue Summit Wealth Management is a wealth management firm providing financial planning and investment management services for individuals, consulting services for corporate retirement plans and investment advisory services for institutions and endowments. |
|
| Blue Summit Wealth |
Robert |
Seid |
Partner, Wealth Advisor |
Direct: (619) 698-4330 ext. 5 |
WM |
robert@bluesummitwealth.com |
info@bluesummitwealth.com |
9001 Grossmont Blvd. #718 |
La Mesa |
CA |
91941 |
United States of America |
North America |
https://www.linkedin.com/in/robert-seid-13a438186/ |
|
1.994 |
|
|
|
https://www.bluesummitwealth.com/ |
Blue Summit Wealth Management is a wealth management firm providing financial planning and investment management services for individuals, consulting services for corporate retirement plans and investment advisory services for institutions and endowments. |
|
| Blueprint Wealth Advisors, LLC |
Ryan |
Evans |
Managing Partner |
(312) 257-2390 |
WM |
revans@blueprintwa.com |
|
20 North Clark Street, Suite 2825 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/ryanevans/ |
|
2.012 |
|
|
https://www.linkedin.com/company/blueprint-wealth-advisors-llc/ |
http://www.myblueprint4wealth.com/ |
At Blueprint Wealth Advisors we assist you in identifying your major financial goals and objectives, then create your customized "blueprint" to help fulfill those goals. We pride ourselves on our ability to give our clients independent financial advice and constantly work to keep you on track with regular reviews, portfolio re-balancing, and ongoing advice. In other words, we add structure, discipline, and accountability to your financial life. With more than 50 years' combined experience, the professionals at Blueprint Wealth Advisors, LLC, assist with all aspects of implementing your comprehensive financial plan and meet with you regularly to monitor your progress to help you meet your financial objectives. |
|
| Blueprint Wealth Advisors, LLC |
Nick |
Wilkins |
Managing Partner and CoFounder |
(312) 257-2390 |
WM |
nwilkins@blueprintwa.com |
|
20 North Clark Street, Suite 2825 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/nick-wilkins-aif-®-44a9853/ |
|
2.012 |
|
|
https://www.linkedin.com/company/blueprint-wealth-advisors-llc/ |
http://www.myblueprint4wealth.com/ |
At Blueprint Wealth Advisors we assist you in identifying your major financial goals and objectives, then create your customized "blueprint" to help fulfill those goals. We pride ourselves on our ability to give our clients independent financial advice and constantly work to keep you on track with regular reviews, portfolio re-balancing, and ongoing advice. In other words, we add structure, discipline, and accountability to your financial life. With more than 50 years' combined experience, the professionals at Blueprint Wealth Advisors, LLC, assist with all aspects of implementing your comprehensive financial plan and meet with you regularly to monitor your progress to help you meet your financial objectives. |
|
| Blum Capital Partners L P |
Richard |
Blum |
Founder and Chairman |
(415) 434-1111 |
WM |
rblum@blumcapital.com |
sfleads@blumcapital.com |
909 Montgomery Street |
San Francisco |
CA |
94133 |
United States of America |
North America |
|
|
|
$312 million |
|
|
http://www.blumcapital.com/ |
Blum Capital, founded in 1975, is a San Francisco based investment management firm specializing in corporate private equity transactions. |
|
| Blum Capital Partners L P |
Murray |
McCabe |
Managing Partner |
(415) 434-1111 |
WM |
mmccabe@blumcapital.com |
sfleads@blumcapital.com |
909 Montgomery Street |
San Francisco |
CA |
94133 |
United States of America |
North America |
|
|
|
$312 million |
|
|
http://www.blumcapital.com/ |
Blum Capital, founded in 1975, is a San Francisco based investment management firm specializing in corporate private equity transactions. |
|
| Blum Capital Partners L P |
Peter |
Westley |
Partner |
(415) 434-1111 |
WM |
pwestley@blumcapital.com |
sfleads@blumcapital.com |
909 Montgomery Street |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/pewestley/ |
|
|
$312 million |
|
|
http://www.blumcapital.com/ |
Blum Capital, founded in 1975, is a San Francisco based investment management firm specializing in corporate private equity transactions. |
|
| Blum Capital Partners L P |
Jessica |
Li |
Partner |
(415) 434-1111 |
WM |
jli@blumcapital.com |
sfleads@blumcapital.com |
909 Montgomery Street |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/xuelei-jessica-li-4585875/ |
|
|
$312 million |
|
|
http://www.blumcapital.com/ |
Blum Capital, founded in 1975, is a San Francisco based investment management firm specializing in corporate private equity transactions. |
|
| BML Wealth Management |
Brian |
Levy |
Founder |
(949) 682-9105 |
WM |
brian@bmlwealth.net |
info@bmlwealth.net |
2 Park Plaza Suite 280 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/brian-levy-814ba588/ |
|
|
|
|
https://www.linkedin.com/company/bml-wealth-management/ |
http://www.bmlwealth.net/ |
BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets. |
|
| BML Wealth Management |
Shane |
Brosnan |
Partner |
(949) 682-9105 |
WM |
shane@bmlwealth.net |
info@bmlwealth.net |
2 Park Plaza Suite 280 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/shane-brosnan-55ba7216/ |
|
|
|
|
https://www.linkedin.com/company/bml-wealth-management/ |
http://www.bmlwealth.net/ |
BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets. |
|
| BML Wealth Management |
Natalie |
Shirley |
Director of Operations |
(949) 682-9105 |
WM |
natalie@bmlwealth.net |
info@bmlwealth.net |
2 Park Plaza Suite 280 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/natalie-shirley-10b105a2/ |
|
|
|
|
https://www.linkedin.com/company/bml-wealth-management/ |
http://www.bmlwealth.net/ |
BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets. |
|
| BMO Global Asset Management |
Kristi |
Mitchem |
CEO |
44 207 628-8000 |
WM |
sales.support@bmogam.com |
sales.support@bmogam.com |
Exchange House, Primrose Street |
London |
GB |
EC2A 2NY |
United Kingdom |
Europe |
https://www.linkedin.com/in/kristimitchem/ |
|
|
|
|
https://www.linkedin.com/company/bmoglobalassetmanagement |
https://www.bmogam.com/ |
At BMO Global Asset Management, we are working hard to build a global asset management business that will exceed our clients’ expectations, with innovative and relevant investment solutions to help them achieve their goals. |
|
| BMO Global Asset Management |
Richard |
Watts |
Chief Investment Officer |
44 207 628-8000 |
WM |
richard.watts@bmogam.com |
sales.support@bmogam.com |
Exchange House, Primrose Street |
London |
GB |
EC2A 2NY |
United Kingdom |
Europe |
https://www.linkedin.com/in/richard-watts-3b921420/ |
|
|
|
|
https://www.linkedin.com/company/bmoglobalassetmanagement |
https://www.bmogam.com/ |
At BMO Global Asset Management, we are working hard to build a global asset management business that will exceed our clients’ expectations, with innovative and relevant investment solutions to help them achieve their goals. |
|
| BMO Private Bank |
Kara |
Kaiser |
Managing Director |
(312) 461-2121 |
WM |
kara.kaiser@bmo.com |
feedback@bmo.com |
111 West Monroe Street Third Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/karakaiser/ |
|
|
$32.2 billion |
|
https://www.linkedin.com/company/bmowealthmanagement-us/ |
http://www.bmo.com/ |
At BMO Wealth Management, you and your family are at the center of our approach. The combined capabilities and expertise of BMO Harris Financial Advisors, BMO Private Bank, and CTC | myCFO enable us to help manage the increasing complexity that comes as you plan, grow, protect, and transition your wealth. |
|
| BMO Private Bank |
Tania |
Slade |
VP & National Head of Wealth Planning |
(312) 461-2121 |
WM |
tania.slade@bmo.com |
feedback@bmo.com |
111 West Monroe Street Third Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/tania-slade-cfa-cfp-fcsi-15012ba/ |
|
|
$32.2 billion |
|
https://www.linkedin.com/company/bmowealthmanagement-us/ |
http://www.bmo.com/ |
At BMO Wealth Management, you and your family are at the center of our approach. The combined capabilities and expertise of BMO Harris Financial Advisors, BMO Private Bank, and CTC | myCFO enable us to help manage the increasing complexity that comes as you plan, grow, protect, and transition your wealth. |
|
| BNY Mellon Wealth Management |
Dan |
Ronan |
Senior Director |
(646) 791-3414 |
WM |
daniel.ronan@bnymellon.com |
|
200 Park Avenue |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/danronan/ |
|
|
$224 billion |
|
https://www.linkedin.com/company/bnymellonwealthmanagement/ |
https://www.bnymellonwealth.com/ |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. |
|
| BNY Mellon Wealth Management |
Timothy |
Sheehan |
Senior Director Business Development |
(646) 791-3414 |
WM |
timothy.sheehan@bnymellon.com |
|
200 Park Avenue |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-sheehan-9802343/ |
|
|
$224 billion |
|
https://www.linkedin.com/company/bnymellonwealthmanagement/ |
https://www.bnymellonwealth.com/ |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. |
|
| BNY Mellon Wealth Management |
Mark |
Osgood |
President – Tri-State Region |
(646) 791-3414 |
WM |
mark.osgood@bnymellon.com |
|
200 Park Avenue |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/mark-d-osgood-381a8876/ |
|
|
$224 billion |
|
https://www.linkedin.com/company/bnymellonwealthmanagement/ |
https://www.bnymellonwealth.com/ |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. |
|
| BNY Mellon Wealth Management |
Katia |
Friend |
Managing Director |
(646) 791-3414 |
WM |
katia.friend@bnymellon.com |
|
200 Park Avenue |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/katia-friend-2049888/ |
|
|
$224 billion |
|
https://www.linkedin.com/company/bnymellonwealthmanagement/ |
https://www.bnymellonwealth.com/ |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. |
|
| BNY Mellon Wealth Management |
Kent |
Moegerle |
Regional President – Southeast |
(678) 538-2052 |
WM |
Kent.Moegerle@bnymellon.com |
|
3300 PGA Boulevard Suite 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/kentmoegerle/ |
|
1.784 |
|
|
https://www.linkedin.com/company/bnymellonwealthmanagement/ |
https://www.bnymellonwealth.com/ |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. |
|
| BNY Mellon Wealth Management |
Monica |
Van Tassel |
Senior Client Strategist |
(561) 693-4544 |
WM |
monica.vantassel@bnymellon.com |
|
3300 PGA Boulevard Suite 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/monicavantassel/ |
|
1.784 |
|
|
https://www.linkedin.com/company/bnymellonwealthmanagement/ |
https://www.bnymellonwealth.com/ |
BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. |
|
| BodmerLyhs&Partner Ltd. |
Marco |
Bodmer |
Chief Executive Officer |
+41 44 260 85 15 |
WM |
bodmer@bodmerlyhs.ch |
info@bodmerlyhs.ch |
Limmatquai 104 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/marco-bodmer-9337b5129/ |
Their investment decisions are based on a so called “value-investment-approach” and direct investments in Swiss, German, Austrian, and American equities enjoy a special focus. |
2.017 |
|
|
https://www.linkedin.com/company/bodmerlyhs-partner-ag/?originalSubdomain=ug |
https://www.bodmerlyhs.ch/ |
BLP is a Swiss multi-family office located in the heart of Zurich at Limmatquai 104, not far from Zurich main station and directly at the banks of the river Limmat. Our clients are mainly composed of high net worth individuals, wealthy families, and family foundations domiciled in Switzerland or CIS countries. |
|
| BodmerLyhs&Partner Ltd. |
Oliver |
Lyhs |
Chief Investment Officer |
+41 44 260 85 15 |
WM |
lyhs@bodmerlyhs.ch |
info@bodmerlyhs.ch |
Limmatquai 104 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/oliver-lyhs-790a1084/ |
Their investment decisions are based on a so called “value-investment-approach” and direct investments in Swiss, German, Austrian, and American equities enjoy a special focus. |
2.017 |
|
|
https://www.linkedin.com/company/bodmerlyhs-partner-ag/?originalSubdomain=ug |
https://www.bodmerlyhs.ch/ |
BLP is a Swiss multi-family office located in the heart of Zurich at Limmatquai 104, not far from Zurich main station and directly at the banks of the river Limmat. Our clients are mainly composed of high net worth individuals, wealthy families, and family foundations domiciled in Switzerland or CIS countries. |
|
| Bolvin Wealth Management Group |
Gina |
Bolvin |
President |
(617) 348-2884 |
WM |
gina.bolvin@bolvinwealth.com |
wendy@bolvinwealth.com |
31 Milk Street Suite 203 |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/ginabolvin/ |
|
1.998 |
|
|
https://www.linkedin.com/company/bolvin-wealth-management-group |
http://www.bolvinwealth.com/ |
Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. |
|
| Bone Fide Wealth, LLC |
Douglas |
Boneparth |
President |
(212) 390-1161 |
WM |
douglas@bonefidewealth.com |
info@bonefidewealth.com |
7 World Trade Center |
New York |
NY |
10007 |
United States of America |
North America |
https://www.linkedin.com/in/douglasboneparth/ |
|
2.016 |
$80M |
|
https://www.linkedin.com/company/bone-fide-wealth-llc |
https://bonefidewealth.com/ |
Bone Fide Wealth, a wealth management firm specializing in high-achieving Millennials, young professionals and entrepreneurs, which currently advises more than $80M in assets. |
|
| Bone Fide Wealth, LLC |
Marie |
Weitzman |
Vice President |
(212) 390-1161 |
WM |
marie@bonefidewealth.com |
info@bonefidewealth.com |
7 World Trade Center |
New York |
NY |
10007 |
United States of America |
North America |
https://www.linkedin.com/in/marie-weitzman-14280a41/ |
|
2.016 |
$80M |
|
https://www.linkedin.com/company/bone-fide-wealth-llc |
https://bonefidewealth.com/ |
Bone Fide Wealth, a wealth management firm specializing in high-achieving Millennials, young professionals and entrepreneurs, which currently advises more than $80M in assets. |
|
| Boston Financial Management, LLC |
Clarence H. (K.C.), III |
King |
Managing Director |
617-956-9703 |
WM |
CKing@BFMinvest.com |
inquiries@bfminvest.com |
255 State Street, 6th Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/kc-king-0154652/ |
|
1.976 |
|
|
https://www.linkedin.com/company/boston-financial-management-inc-/ |
https://bostonfinancialmanagement.com/ |
Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients’ most important financial questions. |
|
| Boston Financial Management, LLC |
Bradford |
Gardner |
Vice Chair & Managing Director |
(617) 956-9701 |
WM |
bradg@bfminvest.com |
inquiries@bfminvest.com |
255 State Street, 6th Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/brad-gardner-1b05651/ |
|
1.976 |
$701M |
|
https://www.linkedin.com/company/boston-financial-management-inc-/ |
https://bostonfinancialmanagement.com/ |
Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients’ most important financial questions. |
|
| Boston Financial Management, LLC |
Susan |
Zimmerman |
Managing Director |
(617) 275-0316 |
WM |
susanz@bfminvest.com |
inquiries@bfminvest.com |
255 State Street, 6th Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/susan-zimmerman-424672ba/ |
|
1.976 |
$701M |
|
https://www.linkedin.com/company/boston-financial-management-inc-/ |
https://bostonfinancialmanagement.com/ |
Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients’ most important financial questions. |
|
| Boston Private Wealth |
Josh |
Crossman |
Executive Managing Director, Senior Wealth Advisor |
(561) 494-8351 |
WM |
jcrossman@bostonprivate.com |
|
11770 US Highway 1 Suite E401 |
Palm Beach Gardens |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-crossman-4987673 |
|
1.987 |
|
|
https://www.linkedin.com/company/boston-private/ |
https://www.bostonprivate.com/ |
Boston Private Wealth, LLC is a premier provider of investment advisory and wealth management solutions headquartered in Boston with regional offices across the country |
|
| Boston Private Wealth |
Michael |
Finley |
Director / Wealth Advisor |
(561) 494-8359 |
WM |
mfinley@bostonprivate.com |
|
11770 US Highway 1 Suite E401 |
Palm Beach Gardens |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/michael-finley-58462278/ |
|
1.987 |
|
|
https://www.linkedin.com/company/boston-private/ |
https://www.bostonprivate.com/ |
Boston Private Wealth, LLC is a premier provider of investment advisory and wealth management solutions headquartered in Boston with regional offices across the country |
|
| Boston Private Wealth |
Jeff |
Kaufmann |
Managing Director / Senior Wealth Advisor |
(561) 494-8357 |
WM |
jkaufmann@bostonprivate.com |
|
11770 US Highway 1 Suite E401 |
Palm Beach Gardens |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-kaufmann-76119555/ |
|
1.987 |
|
|
https://www.linkedin.com/company/boston-private/ |
https://www.bostonprivate.com/ |
Boston Private Wealth, LLC is a premier provider of investment advisory and wealth management solutions headquartered in Boston with regional offices across the country |
|
| Boston Private Wealth LLC |
Donald |
Murano |
Senior Vice President |
(617) 912-1936 |
WM |
dmurano@bostonprivate.com |
info@bostonprivate.com |
1 Federal Street, 30th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/donald-murano-85215044/ |
Individuals and Families, Nonprofits, Businesses, Venture & Private Equity |
1.987 |
|
|
https://www.linkedin.com/company/boston-private/ |
https://www.bostonprivate.com/ |
Boston Private is a leading wealth management, trust, and private banking company headquartered in Boston, and serving individuals, families, businesses, and nonprofits in Boston, San Francisco, LA, and Palm Beach. |
|
| Boston Private Wealth LLC |
Kristen |
Jilek |
Senior Vice President, Client Development Officer |
(617) 912-3778 |
WM |
kjilek@bostonprivate.com |
info@bostonprivate.com |
1 Federal Street, 30th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/kristenjilek/ |
Individuals and Families, Nonprofits, Businesses, Venture & Private Equity |
1.987 |
|
|
https://www.linkedin.com/company/boston-private/ |
https://www.bostonprivate.com/ |
Boston Private is a leading wealth management, trust, and private banking company headquartered in Boston, and serving individuals, families, businesses, and nonprofits in Boston, San Francisco, LA, and Palm Beach. |
|
| Boston Private Wealth LLC |
Adam |
Bromley |
Senior Vice President, Corporate Finance & Investor Relations |
(617) 912-4386 |
WM |
abromley@bostonprivate.com |
info@bostonprivate.com |
1 Federal Street, 30th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/adamchacebromley/ |
Individuals and Families, Nonprofits, Businesses, Venture & Private Equity |
1.987 |
|
|
https://www.linkedin.com/company/boston-private/ |
https://www.bostonprivate.com/ |
Boston Private is a leading wealth management, trust, and private banking company headquartered in Boston, and serving individuals, families, businesses, and nonprofits in Boston, San Francisco, LA, and Palm Beach. |
|
| Boston Research and Management |
Raymond |
Stecker |
President/Founder/CEO |
(978) 526-9700 |
WM |
rstecker@bostonrm.com |
info@bostonrm.com |
40 Beach Street, Suite200 |
Manchester-by-the-Sea |
MA |
01944 |
United States of America |
North America |
https://www.linkedin.com/in/raymond-j-stecker-jr-438615b/ |
|
1.991 |
$320M |
|
https://www.linkedin.com/company/boston-research-and-management/?originalSubdomain=ph |
https://bostonrm.com/ |
A fee-only wealth management firm providing a holistic approach for high net worth families. Institutional level asset management tailored specifically to each client relationship. We coordinate our services with our client's other key professionals to ensure all tax and estate considerations have been addressed. |
|
| Boston Research and Management |
Charles |
Babin |
Senior Advisor |
(978) 526-9700 |
WM |
cbabin@bostonrm.com |
info@bostonrm.com |
40 Beach Street, Suite200 |
Manchester-by-the-Sea |
MA |
01944 |
United States of America |
North America |
|
|
1.991 |
$320M |
|
https://www.linkedin.com/company/boston-research-and-management/?originalSubdomain=ph |
https://bostonrm.com/ |
A fee-only wealth management firm providing a holistic approach for high net worth families. Institutional level asset management tailored specifically to each client relationship. We coordinate our services with our client's other key professionals to ensure all tax and estate considerations have been addressed. |
|
| Boston Standard Wealth Management |
Lee |
Eudy |
Principal / Wealth Manager / Founder |
(781) 721-0087 |
WM |
l.eudy@bostonstandardwealth.com |
|
31 Church Street, Floor 3 |
Winchester |
MA |
01890 |
United States of America |
North America |
https://www.linkedin.com/in/lee-eudy-cfp®-6abb117/ |
|
2.011 |
$137 million |
|
https://www.linkedin.com/company/boston-standard-wealth-management |
https://www.bostonstandardwealth.com/ |
Boston Standard Wealth Management, LLC operates as a wealth management firm. The Company provides portfolio management, financial planning, and advisory services to clients. Boston Standard Wealth Management serves customers in the United States. |
|
| Boston Standard Wealth Management |
Zachary |
Bouchard |
Managing Partner / Chief Compliance Officer |
(781) 721-0072 |
WM |
z.bouchard@bostonstandardwealth.com |
|
31 Church Street, Floor 3 |
Winchester |
MA |
01890 |
United States of America |
North America |
https://www.linkedin.com/in/zachary-bouchard-5b28a28/ |
|
2.011 |
$137 million |
|
https://www.linkedin.com/company/boston-standard-wealth-management |
https://www.bostonstandardwealth.com/ |
Boston Standard Wealth Management, LLC operates as a wealth management firm. The Company provides portfolio management, financial planning, and advisory services to clients. Boston Standard Wealth Management serves customers in the United States. |
|
| Boston Standard Wealth Management |
Robert |
Tafuri |
Principal / Wealth Manager |
(781) 721-0085 |
WM |
r.tafuri@bostonstandardwealth.com |
|
31 Church Street, Floor 3 |
Winchester |
MA |
01890 |
United States of America |
North America |
https://www.linkedin.com/in/robert-tafuri-6894b98 |
|
2.011 |
$137 million |
|
https://www.linkedin.com/company/boston-standard-wealth-management |
https://www.bostonstandardwealth.com/ |
Boston Standard Wealth Management, LLC operates as a wealth management firm. The Company provides portfolio management, financial planning, and advisory services to clients. Boston Standard Wealth Management serves customers in the United States. |
|
| Boulevard Family Wealth |
Matthew |
Celenza |
Managing Partner |
(877) 556-5550 |
WM |
mcelenza@boulevardfw.com |
|
9465 Wilshire Boulevard Suite 840 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-celenza-680bb6ba/ |
|
2.017 |
|
|
https://www.linkedin.com/company/boulevard-family-wealth/?originalSubdomain=jm |
https://boulevardfw.com/ |
Boulevard Family Wealth is an exclusive independent Registered Investment Advisor located in Beverly Hills catering to ultra-affluent individuals, multi-generational families and sophisticated entrepreneurs. |
|
| Boulevard Family Wealth |
Andrew |
Aiello |
Partner |
(877) 556-5550 |
WM |
aaiello@boulevardfw.com |
|
9465 Wilshire Boulevard Suite 840 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-aiello/ |
|
2.017 |
|
|
https://www.linkedin.com/company/boulevard-family-wealth/?originalSubdomain=jm |
https://boulevardfw.com/ |
Boulevard Family Wealth is an exclusive independent Registered Investment Advisor located in Beverly Hills catering to ultra-affluent individuals, multi-generational families and sophisticated entrepreneurs. |
|
| Boulevard Family Wealth |
Andrea |
Shieh |
Director of Investments |
(877) 556-5550 |
WM |
ashieh@boulevardfw.com |
|
9465 Wilshire Boulevard Suite 840 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
|
|
2.017 |
|
|
https://www.linkedin.com/company/boulevard-family-wealth/?originalSubdomain=jm |
https://boulevardfw.com/ |
Boulevard Family Wealth is an exclusive independent Registered Investment Advisor located in Beverly Hills catering to ultra-affluent individuals, multi-generational families and sophisticated entrepreneurs. |
|
| Boulevard Family Wealth |
Shannon |
McLaughlin |
Director of Operations, CCO |
(877) 556-5550 |
WM |
smclaughlin@boulevardfw.com |
|
9465 Wilshire Boulevard Suite 840 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-mclaughlin-641a7491/ |
|
2.017 |
|
|
https://www.linkedin.com/company/boulevard-family-wealth/?originalSubdomain=jm |
https://boulevardfw.com/ |
Boulevard Family Wealth is an exclusive independent Registered Investment Advisor located in Beverly Hills catering to ultra-affluent individuals, multi-generational families and sophisticated entrepreneurs. |
|
| Bour, Aquila & Partners SA |
Max |
Cotting |
CEO |
41 58 680 60 00 |
WM |
max.cotting@aquila.ch |
|
Bahnhofstrasse 43 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
|
|
|
$1.1 billion |
|
|
https://www.aquila.ch/ |
Aquila Ltd. is the first Swiss bank to exist exclusively for independent asset managers, family offices and their clients. It has specialised entirely in making them more successful – an innovative business model unmatched in Switzerland to date.
The bank does not act as a competitor nor does it allow conflicts of interest to arise. It performs no proprietary trading and steers clear of product and market risks. Because it is 100% privately owned and has a high equity ratio it guarantees maximum possible independence and security. |
|
| BPM Wealth Management |
Jim |
Wallace |
CEO |
(415) 288-6286 |
WM |
JWallace@bpmcpa.com |
|
600 California Street, Suite 600 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/jim-wallace-76159a10/ |
|
1.986 |
|
|
https://www.linkedin.com/company/bpmllp/ |
https://www.bpmcpa.com/ |
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 500 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. |
|
| BPM Wealth Management |
Terry |
Hill |
Managing Director, Advisory |
Direct: (415) 288-6244, Mobile: (415) 871-4845 |
WM |
THill@bpmcpa.com |
|
600 California Street, Suite 600 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/terryhill/ |
|
1.986 |
|
|
https://www.linkedin.com/company/bpmllp/ |
https://www.bpmcpa.com/ |
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 500 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. |
|
| BPM Wealth Management |
Terri |
Oswald |
Executive Assistant |
Office: (925) 296-1026 |
WM |
TOswald@bpmcpa.com |
|
600 California Street, Suite 600 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/terrioswald/ |
|
1.986 |
|
|
https://www.linkedin.com/company/bpmllp/ |
https://www.bpmcpa.com/ |
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 500 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. |
|
| BPM Wealth Management |
Russell |
Burbank |
Senior Managing Director, Advisory |
(415) 677-4530 |
WM |
RBurbank@bpmcpa.com |
|
600 California Street, Suite 600 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/rburbank/ |
|
1.986 |
|
|
https://www.linkedin.com/company/bpmllp/ |
https://www.bpmcpa.com/ |
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 500 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. |
|
| BPS Wealth Management |
Tom |
Porteous |
First VP, Investment Advisor / Senior Portfolio Manager |
(604) 331-5147 |
WM |
tom.porteous@cibc.ca |
BPSWealthManagement@cibc.ca |
1055 Dunsmuir Street Suite 2434, PO Box 49184 |
Vancouver |
BC |
V7X 1K8 |
Canada |
North America |
https://www.linkedin.com/in/tom-porteous-9211a52b/ |
|
|
|
|
|
https://www.bpswealthmanagement.com/ |
BPS Wealth Management has over three decades of experience offering affluent investors and their families customized financial solutions to achieve their goals. Clients achieve peace of mind with our wealth of experience, exceptional service, professional financial advice, and a long-term disciplined investment strategy. We are dedicated to ensuring strong relationships with our clients and our commitment to the trust and confidence they have extended us. |
|
| BPS Wealth Management |
Eric |
Southam |
First VP, Investment Advisor / Senior Portfolio Manager |
(604) 806-5565 |
WM |
eric.southam@cibc.ca |
BPSWealthManagement@cibc.ca |
1055 Dunsmuir Street Suite 2434, PO Box 49184 |
Vancouver |
BC |
V7X 1K8 |
Canada |
North America |
https://www.linkedin.com/in/eric-southam-01647351/ |
|
|
|
|
|
https://www.bpswealthmanagement.com/ |
BPS Wealth Management has over three decades of experience offering affluent investors and their families customized financial solutions to achieve their goals. Clients achieve peace of mind with our wealth of experience, exceptional service, professional financial advice, and a long-term disciplined investment strategy. We are dedicated to ensuring strong relationships with our clients and our commitment to the trust and confidence they have extended us. |
|
| BPS Wealth Management |
Jay |
Fitch |
Investment Advisor, Portfolio Manager |
(604) 661-7740 |
WM |
jay.fitch@cibc.ca |
BPSWealthManagement@cibc.ca |
1055 Dunsmuir Street Suite 2434, PO Box 49184 |
Vancouver |
BC |
V7X 1K8 |
Canada |
North America |
https://www.linkedin.com/in/jay-fitch-a39579172/ |
|
|
|
|
|
https://www.bpswealthmanagement.com/ |
BPS Wealth Management has over three decades of experience offering affluent investors and their families customized financial solutions to achieve their goals. Clients achieve peace of mind with our wealth of experience, exceptional service, professional financial advice, and a long-term disciplined investment strategy. We are dedicated to ensuring strong relationships with our clients and our commitment to the trust and confidence they have extended us. |
|
| BPS Wealth Management |
Jason |
Bhangoo |
Financial Associate |
(604) 661-2390 |
WM |
jason.bhangoo@cibc.ca |
BPSWealthManagement@cibc.ca |
1055 Dunsmuir Street Suite 2434, PO Box 49184 |
Vancouver |
BC |
V7X 1K8 |
Canada |
North America |
|
|
|
|
|
|
https://www.bpswealthmanagement.com/ |
BPS Wealth Management has over three decades of experience offering affluent investors and their families customized financial solutions to achieve their goals. Clients achieve peace of mind with our wealth of experience, exceptional service, professional financial advice, and a long-term disciplined investment strategy. We are dedicated to ensuring strong relationships with our clients and our commitment to the trust and confidence they have extended us. |
|
| BR Wealth Management |
Jerry |
Beto |
Senior Vice President - Investments / Managing Principal |
(208) 258-2540 |
WM |
Jerry@BRWealthMGMT.com |
|
390 E. Parkcenter Blvd., Suite 100A |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/jerrybeto/ |
|
|
|
|
|
https://www.brwealthmgmt.com/ |
BR Wealth Management is an Idaho-based independent team overseeing and coordinating the financial affairs of a select group of individuals and business owners throughout the United States. We engage with a select group of families who trust us to help guide them through all aspects of their complex financial lives – for their generation and the next. Our focus is centered around putting the client’s needs first, and we go the extra mile to engage them and understand their needs. It seems like a no-brainer, but at our core, we care about doing what’s right for you. This means we are committed to always being transparent and flexible as we deliver comprehensive, objective advice and solutions tailored just for you. |
|
| BR Wealth Management |
Brad |
Wilfong |
Registered Associate |
(208) 258-2540 |
WM |
Brad@BRWealthMGMT.com |
|
390 E. Parkcenter Blvd., Suite 100A |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/bradly-wilfong-8b063610/ |
|
|
|
|
|
https://www.brwealthmgmt.com/ |
BR Wealth Management is an Idaho-based independent team overseeing and coordinating the financial affairs of a select group of individuals and business owners throughout the United States. We engage with a select group of families who trust us to help guide them through all aspects of their complex financial lives – for their generation and the next. Our focus is centered around putting the client’s needs first, and we go the extra mile to engage them and understand their needs. It seems like a no-brainer, but at our core, we care about doing what’s right for you. This means we are committed to always being transparent and flexible as we deliver comprehensive, objective advice and solutions tailored just for you. |
|
| Bradley Wealth |
Michael |
Bradley |
Founder & CEO |
(619) 512-4100 |
WM |
michael@bradleywealth.com |
yourfuture@bradleywealth.com |
350 10th Avenue, Suite 1000 |
San Diego |
CA |
92101 |
United States of America |
North America |
https://www.linkedin.com/in/james-bradley-cfp-216a0b3a/ |
|
2.002 |
$61M |
|
https://www.linkedin.com/company/bradleywealth/ |
http://bradleywealth.com/ |
Bradley Wealth is a leading independent, boutique wealth management firm offering a comprehensive suite of financial planning and investment management solutions. Michael Bradley founded Bradley Wealth in 2003 with the goal of delivering highly personalized, proactive services, built on trust, transparency and accountability. Bradley Wealth has offices in Scottsdale, Arizona and San Diego, California, and currently serves approximately 300 clients nationwide. Bradley Wealth’s mission is to inspire clients to achieve true wealth by empowering them to live their lives on purpose. Our process-driven, time-tested strategies are managed by our elite team of portfolio managers and investment analysts. |
|
| Brancazio Wealth - Raymond James |
Jared |
Brancazio |
VP, Investments |
(239) 415-7618 |
WM |
Jared.Brancazio@RaymondJames.com |
|
8000 Summerlin Lakes Dr., Suite 100 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/jaredbrancazio/ |
|
|
|
|
|
https://www.raymondjames.com/brancaziowealth |
The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you. |
|
| Brancazio Wealth - Raymond James |
Philip |
Artmann |
Senior Registered Client Service Associate |
(239) 415-8022 |
WM |
Philip.Artmann@RaymondJames.com |
|
8000 Summerlin Lakes Dr., Suite 100 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/jaredbrancazio/ |
|
|
|
|
|
https://www.raymondjames.com/brancaziowealth |
The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you. |
|
| Brancazio Wealth - Raymond James |
Rachel |
Meisenzahl |
Financial Advisor |
(239) 415-8000 |
WM |
Rachel.Meisenzahl@RaymondJames.com |
|
8000 Summerlin Lakes Dr., Suite 100 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/rachelmeisenzahlraymondjames/ |
|
|
|
|
|
https://www.raymondjames.com/brancaziowealth |
The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you. |
|
| Branning Wealth Management |
Jason |
Branning |
Owner |
(601) 500-7925 |
WM |
jason@branwealth.com |
info@branwealth.com |
400 Fontaine Place, Ste. 101 |
RIdgeland |
MS |
39157 |
United States of America |
North America |
http://www.linkedin.com/in/jasonbranning/ |
|
2.009 |
|
|
https://www.linkedin.com/company/branning-wealth-management/ |
https://branwealth.com/ |
At BWM, we’re passionate about helping clients nationwide achieve their financial goals. We take a unique approach to financial planning and investment management using the Modern Retirement Theory and Asset Dedication. |
|
| Branning Wealth Management |
Kelly |
Jennings |
Financial Advisor |
(601) 500-7925 |
WM |
kjennings@branwealth.com |
info@branwealth.com |
400 Fontaine Place, Ste. 101 |
RIdgeland |
MS |
39157 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-jennings-2b123114/ |
|
2.009 |
|
|
https://www.linkedin.com/company/branning-wealth-management/ |
https://branwealth.com/ |
At BWM, we’re passionate about helping clients nationwide achieve their financial goals. We take a unique approach to financial planning and investment management using the Modern Retirement Theory and Asset Dedication. |
|
| Braun-Bostich & Associates, Inc. |
Amy |
Braun-Bostich |
Founding Partner, CEO & Private Wealth Advisor |
(724) 942-2639 |
WM |
amy@braun-bostich.com |
Welcome@Braun-Bostich.com |
1600 Ashwood Drive, Suite 1601 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/amyjbraunbostich/ |
|
1.998 |
|
|
https://www.linkedin.com/company/braun-bostich-associates/ |
https://braun-bostich.com/ |
As an independent Registered Investment Advisor, Braun-Bostich & Associates is committed to providing balanced financial guidance that exceeds your private goals. Our independence assures that we are free to assess all available products and financial-life solutions for our clients. Each client can be assured that we are committed to their success and that our guidance and recommendations are based entirely on merit and uniformity with their overall strategy. |
|
| Braun-Bostich & Associates, Inc. |
Cassandra |
Kirby |
Partner, COO, CCO & Private Wealth Advisor |
(724) 942-2639 |
WM |
ckirby@braun-bostich.com |
Welcome@Braun-Bostich.com |
1600 Ashwood Drive, Suite 1601 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/cassandra-kirby-6ab804149/ |
|
1.998 |
|
|
https://www.linkedin.com/company/braun-bostich-associates/ |
https://braun-bostich.com/ |
As an independent Registered Investment Advisor, Braun-Bostich & Associates is committed to providing balanced financial guidance that exceeds your private goals. Our independence assures that we are free to assess all available products and financial-life solutions for our clients. Each client can be assured that we are committed to their success and that our guidance and recommendations are based entirely on merit and uniformity with their overall strategy. |
|
| Braun-Bostich & Associates, Inc. |
Steve |
Conroy |
Director of Business Development |
(724) 942-2639 |
WM |
sconroy@braun-bostich.com |
Welcome@Braun-Bostich.com |
1600 Ashwood Drive, Suite 1601 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/braun-bostich-associates/ |
https://braun-bostich.com/ |
As an independent Registered Investment Advisor, Braun-Bostich & Associates is committed to providing balanced financial guidance that exceeds your private goals. Our independence assures that we are free to assess all available products and financial-life solutions for our clients. Each client can be assured that we are committed to their success and that our guidance and recommendations are based entirely on merit and uniformity with their overall strategy. |
|
| Brennan Wealth Advisors |
Michelle |
Brennan Hall |
President |
(214) 764-1978 |
WM |
Michelle@brennanwealthadvisors.com |
Jodi@brennanwealthadvisors.com |
3201 Dallas Parkway Suite 710 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/michellebrennanhall/ |
|
|
|
|
https://www.linkedin.com/company/brennan-wealth-advisors-l-l-c/ |
https://www.brennanwealthadvisors.com/ |
Brennan Wealth Advisors (BWA) is an independent wealth advisory firm powered by seasoned advisors. Founded by Michelle Brennan Hall with a focus on investor financial independence and a dedication to family legacies, BWA helps investors prepare for the future. The BWA approach includes a unique Financial Life Map Strategy™ that combines all aspects of financial well-being into one dynamic, measurable process. |
|
| Brennan Wealth Advisors |
Jeff |
Hall |
Director of Operations |
(214) 305-6941 |
WM |
Jeff@brennanwealthadvisors.com |
Jodi@brennanwealthadvisors.com |
3201 Dallas Parkway Suite 710 |
Frisco |
TX |
75034 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/brennan-wealth-advisors-l-l-c/ |
https://www.brennanwealthadvisors.com/ |
Brennan Wealth Advisors (BWA) is an independent wealth advisory firm powered by seasoned advisors. Founded by Michelle Brennan Hall with a focus on investor financial independence and a dedication to family legacies, BWA helps investors prepare for the future. The BWA approach includes a unique Financial Life Map Strategy™ that combines all aspects of financial well-being into one dynamic, measurable process. |
|
| Brennan Wealth Advisors |
Mary |
Kloesel |
Relationship Manager |
(214) 764-1972 |
WM |
Mary@brennanwealthadvisors.com |
Jodi@brennanwealthadvisors.com |
3201 Dallas Parkway Suite 710 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/mary-kloesel-770071196/ |
|
|
|
|
https://www.linkedin.com/company/brennan-wealth-advisors-l-l-c/ |
https://www.brennanwealthadvisors.com/ |
Brennan Wealth Advisors (BWA) is an independent wealth advisory firm powered by seasoned advisors. Founded by Michelle Brennan Hall with a focus on investor financial independence and a dedication to family legacies, BWA helps investors prepare for the future. The BWA approach includes a unique Financial Life Map Strategy™ that combines all aspects of financial well-being into one dynamic, measurable process. |
|
| Brennan Wealth Advisors |
Nicole |
Denson |
Client Experience Manager |
(214) 945-3093 |
WM |
Nicole@brennanwealthadvisors.com |
Jodi@brennanwealthadvisors.com |
3201 Dallas Parkway Suite 710 |
Frisco |
TX |
75034 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/brennan-wealth-advisors-l-l-c/ |
https://www.brennanwealthadvisors.com/ |
Brennan Wealth Advisors (BWA) is an independent wealth advisory firm powered by seasoned advisors. Founded by Michelle Brennan Hall with a focus on investor financial independence and a dedication to family legacies, BWA helps investors prepare for the future. The BWA approach includes a unique Financial Life Map Strategy™ that combines all aspects of financial well-being into one dynamic, measurable process. |
|
| Brewster Financial Planning LLC |
Scott |
Brewster |
President |
(646) 249-9880 |
WM |
scott@brewsterfp.com |
info@brewsterfp.com |
641 President Street, Suite 102 |
Brooklyn |
NY |
11215 |
United States of America |
North America |
https://www.linkedin.com/in/scott-brewster-7397b6/ |
|
|
|
|
|
http://www.brewsterfp.com/ |
|
|
| Briaud Financial Advisors |
Janet |
Briaud |
Chief Investment Officer & Partner |
(979) 260-9771 |
WM |
jbriaud@briaud.com |
bfp@briaud.com |
1611 Crescent Pointe Parkway |
College Station |
TX |
77845 |
United States of America |
North America |
https://www.linkedin.com/in/janet-briaud-cfp®-13656232/ |
|
1.986 |
$505M |
|
https://www.linkedin.com/company/briaud-financial-advisors/?originalSubdomain=ph |
http://www.briaud.com/ |
Briaud Financial Advisors has provided client-centric financial planning and investment management services for 30 years. Since the beginning, we have never sold products on commission, opting instead to work for our clients only. |
|
| Briaud Financial Advisors |
Natalie |
Briaud Pine |
Lead Advisor & Partner |
(979) 260-9771 |
WM |
npine@briaud.com |
bfp@briaud.com |
1611 Crescent Pointe Parkway |
College Station |
TX |
77845 |
United States of America |
North America |
https://www.linkedin.com/in/natalie-pine-cfp®-9106a73/ |
|
1.986 |
$505M |
|
https://www.linkedin.com/company/briaud-financial-advisors/?originalSubdomain=ph |
http://www.briaud.com/ |
Briaud Financial Advisors has provided client-centric financial planning and investment management services for 30 years. Since the beginning, we have never sold products on commission, opting instead to work for our clients only. |
|
| Bricapital |
David |
Brillembourg |
Founder, Chairman and CEO |
(786) 375-5600 |
WM |
david.brillembourg@brillagroup.com |
info@bricapital.com |
Four Seasons Tower, 1441 Brickell Ave., Suite 1220 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/david-d-brillembourg-c-03957/ |
|
2.007 |
|
|
https://www.linkedin.com/company/brilla-group-llc/ |
http://bricapital.com/ |
Bricapital is a private equity and asset management firm focused on the hospitality sector
in the Caribbean and Latin America.
Our private equity and acquisition investment partners include institutional investors, high-net-worth individuals and family offices. |
|
| Brice Financial Svc |
Alex |
Nelson |
Principal and Owner |
(305) 967-8390 |
WM |
alex@bricefinancial.com |
|
2000 North Bayshore Dr. Suite 210 |
Miami |
FL |
33137 |
United States of America |
North America |
|
|
2.007 |
|
|
https://www.linkedin.com/company/brilla-group-llc/ |
https://www.bricefinancial.com/ |
Bricapital is a private equity and asset management firm focused on the hospitality sector
in the Caribbean and Latin America.
Our private equity and acquisition investment partners include institutional investors, high-net-worth individuals and family offices. |
|
| Brickley Wealth Management |
Steven |
Brickley |
Managing Member |
(650) 638-0111 |
WM |
steve@brickleywealth.com |
contact@brickleywealth.com |
1900 O'FARRELL ST. #330 |
San Mateo |
CA |
94403 |
United States of America |
North America |
https://www.linkedin.com/in/stevebrickley/ |
|
|
|
|
https://www.linkedin.com/company/brickley-wealth-management |
https://www.brickleywealth.com/ |
In 1985, Steve Brickley formed the CPA firm specializing in handling income, trust and estate tax planning matters. In 1999, the firm expanded its services to include independent investment advisory and financial planning.
Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations. We are committed to serving our clients ethically and exceedingly well. |
|
| Brickley Wealth Management |
Aaron |
Brickley |
LPL Financial Advisor |
(650) 638-0111 |
WM |
aaron@brickleywealth.com |
contact@brickleywealth.com |
1900 O'FARRELL ST. #330 |
San Mateo |
CA |
94403 |
United States of America |
North America |
https://www.linkedin.com/in/aaronbrickley/ |
|
|
|
|
https://www.linkedin.com/company/brickley-wealth-management |
https://www.brickleywealth.com/ |
In 1985, Steve Brickley formed the CPA firm specializing in handling income, trust and estate tax planning matters. In 1999, the firm expanded its services to include independent investment advisory and financial planning.
Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations. We are committed to serving our clients ethically and exceedingly well. |
|
| Brickley Wealth Management |
Matthew |
Brickley |
Chief Technology Officer |
(650) 638-0111 |
WM |
matthew@brickleywealth.com |
contact@brickleywealth.com |
1900 O'FARRELL ST. #330 |
San Mateo |
CA |
94403 |
United States of America |
North America |
https://www.linkedin.com/in/matthewbrickley/ |
|
|
|
|
https://www.linkedin.com/company/brickley-wealth-management |
https://www.brickleywealth.com/ |
In 1985, Steve Brickley formed the CPA firm specializing in handling income, trust and estate tax planning matters. In 1999, the firm expanded its services to include independent investment advisory and financial planning.
Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations. We are committed to serving our clients ethically and exceedingly well. |
|
| Brickley Wealth Management |
Nathan |
Brickley |
Financial Advisor |
(650) 638-0111 |
WM |
nathan@brickleywealth.com |
contact@brickleywealth.com |
1900 O'FARRELL ST. #330 |
San Mateo |
CA |
94403 |
United States of America |
North America |
https://www.linkedin.com/in/nathanbrickley/ |
|
|
|
|
https://www.linkedin.com/company/brickley-wealth-management |
https://www.brickleywealth.com/ |
In 1985, Steve Brickley formed the CPA firm specializing in handling income, trust and estate tax planning matters. In 1999, the firm expanded its services to include independent investment advisory and financial planning.
Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations. We are committed to serving our clients ethically and exceedingly well. |
|
| Bridgecreek Investment Management LLC |
Charles |
Fuller |
Founder & Chief Executive Officer |
(918) 392-1990 |
WM |
cfuller@bridgecreekinvestment.com |
|
4521 East 91st Street, Suite 300 |
Tulsa |
OK |
74137 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-fuller-cima-cwm-cpm-600b316/ |
|
|
$875M |
|
|
http://www.bridgecreekinvestment.com/ |
At Bridgecreek, clients enjoy the security of knowing that a manager is always monitoring their portfolio and adjusting to the ever-changing economy. Our mission is to construct and rebalance your portfolio to create the greatest possible, risk-adjusted returns. We accomplish this by offering unique investment solutions through a more defined, flexible, and disciplined security selection process than our competition. By narrowing our focus to a select group of high net-worth individuals and concentrating on results, Bridgecreek has indeed created a one-of-a-kind experience for the client. |
|
| Bridgecreek Investment Management LLC |
Brian |
Carney |
Founder & Chief Investment Officer |
(918) 392-1990 |
WM |
bcarney@bridgecreekinvestment.com |
|
4521 East 91st Street, Suite 300 |
Tulsa |
OK |
74137 |
United States of America |
North America |
https://www.linkedin.com/in/brian-g-carney-0b1b055/ |
|
|
$875M |
|
|
http://www.bridgecreekinvestment.com/ |
At Bridgecreek, clients enjoy the security of knowing that a manager is always monitoring their portfolio and adjusting to the ever-changing economy. Our mission is to construct and rebalance your portfolio to create the greatest possible, risk-adjusted returns. We accomplish this by offering unique investment solutions through a more defined, flexible, and disciplined security selection process than our competition. By narrowing our focus to a select group of high net-worth individuals and concentrating on results, Bridgecreek has indeed created a one-of-a-kind experience for the client. |
|
| Bridgelane Wealth Management |
Peter |
Zubizarreta |
Senior Vice President - Wealth Management |
(305) 536-9380 |
WM |
peter.zubizarreta@ubs.com |
bridgelane@ubs.com |
100 South East Second Street, 25th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/peterzubizarreta/ |
|
|
|
|
|
https://financialservicesinc.ubs.com/team/bridgelane/index.html |
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. |
|
| Bridgelane Wealth Management |
Randall |
Bodner |
Senior Vice President - Wealth Management |
(305) 536-9385 |
WM |
randall.bodner@ubs.com |
bridgelane@ubs.com |
100 South East Second Street, 25th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/randallbodner/ |
|
|
|
|
|
https://financialservicesinc.ubs.com/team/bridgelane/index.html |
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. |
|
| Bridgelane Wealth Management |
Geneva |
Goedhart |
Wealth Management Associate |
(305) 536-9336 |
WM |
geneva.goedhart@ubs.com |
bridgelane@ubs.com |
100 South East Second Street, 25th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
|
|
|
|
https://financialservicesinc.ubs.com/team/bridgelane/index.html |
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. |
|
| Bridgelane Wealth Management |
John |
Beggs |
Vice President - Wealth Management Financial Advisor |
(305) 536-9371 |
WM |
john.beggs@ubs.com |
bridgelane@ubs.com |
100 South East Second Street, 25th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/johnbeggs1/ |
|
|
|
|
|
https://financialservicesinc.ubs.com/team/bridgelane/index.html |
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. |
|
| Bridgelane Wealth Management |
Alejandro |
An Ayaviri Castillo |
Wealth Planning Associate |
(954) 468-2226 |
WM |
alejandro.castillo@ubs.com |
bridgelane@ubs.com |
100 South East Second Street, 25th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/alejandroacastillo/ |
|
|
|
|
|
https://financialservicesinc.ubs.com/team/bridgelane/index.html |
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. |
|
| Bridgeport Asset Management Inc. |
John |
Fisher |
Founder, CEO and Chief Investment Officer |
(416) 849-2225 ext 103 |
WM |
johnf@bridgeportasset.com |
info@bridgeportasset.com |
77 Bloor Street West, Suite 1104 |
Toronto |
ON |
M5S 1M2 |
Canada |
North America |
https://www.linkedin.com/in/johnfisherbrigeport/ |
|
2.007 |
$0.3 billion |
|
https://www.linkedin.com/company/bridgeport-asset-management-inc./ |
http://bridgeportasset.com/ |
Bridgeport Asset Management is an independent, Toronto-based, investment counselling firm that manages discretionary investment portfolios for high net worth investors using a value-oriented approach.
Our firm is guided by a singular purpose: to patiently and methodically grow your wealth. Our investment approach is distinct and so are the results we achieve. We deliver an elevated investment solution and client experience and invest directly alongside our clients, ensuring a clear alignment of interests. |
|
| Bright Road Wealth Management |
Brian |
Pinkston |
President and Founder |
(907) 339-1555 |
WM |
brian@brightroadwealth.com |
matthew@brightroadwealth.com |
205 E Benson Blvd, |
Anchorage |
AK |
99503 |
United States of America |
North America |
https://www.linkedin.com/in/briankpinkston/ |
|
2.012 |
|
|
https://www.linkedin.com/company/bright-road-wealth-management-llc/ |
http://www.brightroadwealth.com/ |
Bright Road Wealth Management is an independent Registered Investment Advisor (RIA). We act as the personal Chief Financial Officer (CFO) for successful individuals, families, and institutions. We help our clients reach their goals through a comprehensive Wealth Management Consultative Process. This process includes investment consulting, advanced planning, and relationship management. |
|
| Bright Road Wealth Management |
Jayson |
Owens |
Financial Planner |
(907) 339-1555 |
WM |
jayson@brightroadwealth.com |
matthew@brightroadwealth.com |
205 E Benson Blvd, |
Anchorage |
AK |
99503 |
United States of America |
North America |
https://www.linkedin.com/in/jaysonowens/ |
|
2.012 |
|
|
https://www.linkedin.com/company/bright-road-wealth-management-llc/ |
http://www.brightroadwealth.com/ |
Bright Road Wealth Management is an independent Registered Investment Advisor (RIA). We act as the personal Chief Financial Officer (CFO) for successful individuals, families, and institutions. We help our clients reach their goals through a comprehensive Wealth Management Consultative Process. This process includes investment consulting, advanced planning, and relationship management. |
|
| Brighton Jones, LLC |
Charles |
Brighton |
CEO |
(206) 258-5000 |
WM |
charles@brightonjones.com |
hello@brightonjones.com |
2030 1St Ave 3rd Floor |
Seattle |
WA |
98121 |
United States of America |
North America |
https://www.linkedin.com/in/charles-brighton-82820310/ |
|
2.000 |
$2,517,020,882 |
|
https://www.linkedin.com/company/brighton-jones/?trk=company_name |
https://www.brightonjones.com/ |
Think of us as your Personal CFO. Our comprehensive approach is fueled by a deep understanding of the people we serve. We sit on the same side of the table as our clients and create tailored plans focused on protecting and growing wealth. Our goal is to help clients define and experience what living a richer life means to them. |
|
| Brightworth LLC |
Ray |
Padrón |
Managing Partner | Wealth Advisor |
(404) 760-9000 |
WM |
ray.padron@brightworth.com |
info@brightworth.com |
3344 Peachtree Road NE, Suite 2000 |
Atlanta |
GA |
30305 |
United States of America |
North America |
https://www.linkedin.com/in/rayvpadron/ |
|
1.997 |
$1.4B |
|
https://www.linkedin.com/company/brightworth/ |
https://www.brightworth.com/ |
Brightworth is a dynamic fee-only wealth management firm located in Atlanta, Georgia. We are an independent financial firm that provides investment and wealth counsel to high net worth individuals, families and institutions. Our planners and advisers have some of the most advanced financial and investment certifications in the industry, which makes the Brightworth team uniquely positioned to serve our clients. |
|
| Brookfield Soundvest Capital Management |
Kevin |
Charlebois |
President, Chief Investment Officer and Director |
(613) 236-7361 |
WM |
kcharlebois@brookfieldsoundvest.com |
|
100 Sparks Street 9th Floor |
Ottawa |
ON |
K1P 5B7 |
Canada |
North America |
|
|
|
$300M |
|
|
http://www.brookfieldsoundvest.com/ |
Brookfield Soundvest Capital Management Ltd. of Canada operates as an investment advisory firm. The Company offers portfolio management, financial planning, and investment advisory services. Brookfield Soundvest Capital Management serves customers in Canada. |
|
| Brophy Wealth Management, LLC |
Stephen |
Brophy |
Senior Wealth Manager |
(603) 668-2303 |
WM |
sbrophy@brophywealth.com |
bwm@brophywealth.com |
40 S. River Road, Unit 15 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-a-brophy/ |
|
1.994 |
$186.8M |
|
https://www.linkedin.com/company/brophy-wealth-management-llc/ |
https://www.brophywealth.com/ |
Brophy Wealth Management, a financial advisory company based in Bedford, New Hampshire. The company manages $186.8 million in total assets over 668 accounts, making it a mid-tier financial advisory firm in the United States by assets under management.
Clients come to create a vision of what they want to achieve with their wealth. The probability of achieving life goals like living comfortably throughout your retirement years, or to assure their children can afford a quality education are much greater when a comprehensive financial plan is developed and used as the basis of navigating financial decisions while accumulating wealth. |
|
| Brophy Wealth Management, LLC |
James |
Brophy |
Wealth Manager |
(603) 668-2303 Ext. 214 |
WM |
jbrophy@brophywealth.com |
bwm@brophywealth.com |
40 S. River Road, Unit 15 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/james-brophy-cfp®-crpc®-clu®-96b86966/ |
|
1.994 |
$186.8M |
|
https://www.linkedin.com/company/brophy-wealth-management-llc/ |
https://www.brophywealth.com/ |
Brophy Wealth Management, a financial advisory company based in Bedford, New Hampshire. The company manages $186.8 million in total assets over 668 accounts, making it a mid-tier financial advisory firm in the United States by assets under management.
Clients come to create a vision of what they want to achieve with their wealth. The probability of achieving life goals like living comfortably throughout your retirement years, or to assure their children can afford a quality education are much greater when a comprehensive financial plan is developed and used as the basis of navigating financial decisions while accumulating wealth. |
|
| Brouwer & Janachowski LLC |
Peg |
Pike |
Chief Operating Officer |
(415) 435-8330 |
WM |
ppike@bandjadvisors.com |
contact@bandjadvisors.com |
100 Shoreline Highway, Suite B-101 |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/peg-pike-b0723518/ |
|
1.987 |
$1.4B |
|
https://www.linkedin.com/company/brouwer-&-janachowski/ |
https://www.bandjadvisors.com/ |
Brouwer & Janachowski is an independent, fee-only firm offering tailored wealth management and financial advisory services designed to help clients meet their long-term financial goals. Based in Mill Valley, CA, Brouwer & Janachowski has been a critical part of the financial success of its clients for nearly three decades. With approximately $1.5 B in assets under management and under the leadership of our founders, we have not wavered from our original vision of helping our clients and their families prosper, not just for a year or two, but over generations. We understand that as hard as it is to make money, it is more difficult and more important to keep money. |
|
| Brouwer & Janachowski LLC |
Stephen |
Janachowski |
President & Chief Executive Officer |
(415) 435-8330 |
WM |
sjanachowski@bandjadvisors.com |
contact@bandjadvisors.com |
100 Shoreline Highway, Suite B-101 |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-janachowski-7647bb46/ |
|
1.987 |
$1.4B |
|
https://www.linkedin.com/company/brouwer-&-janachowski/ |
https://www.bandjadvisors.com/ |
Brouwer & Janachowski is an independent, fee-only firm offering tailored wealth management and financial advisory services designed to help clients meet their long-term financial goals. Based in Mill Valley, CA, Brouwer & Janachowski has been a critical part of the financial success of its clients for nearly three decades. With approximately $1.5 B in assets under management and under the leadership of our founders, we have not wavered from our original vision of helping our clients and their families prosper, not just for a year or two, but over generations. We understand that as hard as it is to make money, it is more difficult and more important to keep money. |
|
| Brown Advisory |
Michael David |
Hankin |
President & CEO |
(410) 537-5400 |
WM |
michael.hankin@brownadvisory.com |
brownadvisory@brownadvisory.com |
901 South Bond Street Suite 400 |
Baltimore |
MD |
21231 |
United States of America |
North America |
https://www.linkedin.com/in/michael-hankin-ba7a587/ |
|
1.993 |
$23.4 billion |
|
https://www.linkedin.com/company/brown-advisory/ |
http://www.brownadvisory.com/ |
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Charlottesville, Carolinas, Delaware, London, New York, Norfolk, Richmond, Singapore, and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 37 countries and territories and are served by over 650+ colleagues worldwide, all of whom are equity owners of the firm. |
|
| Brown Advisory |
David Michael |
Churchill |
COO / CFO |
(410) 537-5400 |
WM |
churchill@brownadvisory.com |
brownadvisory@brownadvisory.com |
901 South Bond Street Suite 400 |
Baltimore |
MD |
21231 |
United States of America |
North America |
https://www.linkedin.com/in/davechurchill1/ |
|
1.993 |
$23.4 billion |
|
https://www.linkedin.com/company/brown-advisory/ |
http://www.brownadvisory.com/ |
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Charlottesville, Carolinas, Delaware, London, New York, Norfolk, Richmond, Singapore, and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 37 countries and territories and are served by over 650+ colleagues worldwide, all of whom are equity owners of the firm. |
|
| Brown Advisory |
Paul |
Chew |
Partner |
(410) 537-5400 |
WM |
paul.chew@brownadvisory.com |
brownadvisory@brownadvisory.com |
901 South Bond Street Suite 400 |
Baltimore |
MD |
21231 |
United States of America |
North America |
https://www.linkedin.com/in/paul-chew-3baa0b8/ |
|
1.993 |
$23.4 billion |
|
https://www.linkedin.com/company/brown-advisory/ |
http://www.brownadvisory.com/ |
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Charlottesville, Carolinas, Delaware, London, New York, Norfolk, Richmond, Singapore, and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 37 countries and territories and are served by over 650+ colleagues worldwide, all of whom are equity owners of the firm. |
|
| Brown Advisory |
Jack |
Cavanaugh |
Head of Private Client Business |
(410) 537-5400 |
WM |
jackcavanaugh@brownadvisory.com |
brownadvisory@brownadvisory.com |
901 South Bond Street Suite 400 |
Baltimore |
MD |
21231 |
United States of America |
North America |
https://www.linkedin.com/in/jack-cavanaugh-a470567/ |
|
1.993 |
$23.4 billion |
|
https://www.linkedin.com/company/brown-advisory/ |
http://www.brownadvisory.com/ |
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Charlottesville, Carolinas, Delaware, London, New York, Norfolk, Richmond, Singapore, and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 37 countries and territories and are served by over 650+ colleagues worldwide, all of whom are equity owners of the firm. |
|
| Brown Advisory |
Timothy |
Hathaway |
Director of Research |
(410) 537-5400 |
WM |
tim.hathaway@brownadvisory.com |
brownadvisory@brownadvisory.com |
901 South Bond Street Suite 400 |
Baltimore |
MD |
21231 |
United States of America |
North America |
https://www.linkedin.com/in/tim-hathaway-082a1b8/ |
|
1.993 |
$23.4 billion |
|
https://www.linkedin.com/company/brown-advisory/ |
http://www.brownadvisory.com/ |
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Charlottesville, Carolinas, Delaware, London, New York, Norfolk, Richmond, Singapore, and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 37 countries and territories and are served by over 650+ colleagues worldwide, all of whom are equity owners of the firm. |
|
| Brown and Tedstrom, Inc. |
Mark |
Brown |
Managing Partner |
(303) 863-7231 |
WM |
mbrown@brown-tedstrom.com |
info@brown-tedstrom.com |
1700 Broadway, Suite 500 |
Denver |
CO |
80290 |
United States of America |
North America |
https://www.linkedin.com/in/markrbrown1988/ |
|
1.983 |
$126B |
|
https://www.linkedin.com/company/brown-and-company/ |
https://brownandco.com/ |
Brown and Company is a professional advisory firm serving clients across Colorado and the United States, providing strategic financial guidance to help manage the wealth of professionals, executives, business owners, and their families. Specializing in retirement planning, we help our clients develop financial strategies that seek to address all the stages of wealth: accumulation, preservation, and transfer. Focused on the individual and their families, Mark R. Brown has been providing strategic financial guidance to help manage the wealth of successful clients, just like you, since 1983. |
|
| Brown and Tedstrom, Inc. |
Peter |
Tedstrom |
Founding Partner |
(303) 863-7231 |
WM |
ptedstrom@brown-tedstrom.com |
info@brown-tedstrom.com |
1700 Broadway, Suite 500 |
Denver |
CO |
80290 |
United States of America |
North America |
https://www.linkedin.com/in/petertedstrom/ |
|
1.983 |
$126B |
|
https://www.linkedin.com/company/brown-and-company/ |
https://brownandco.com/ |
Brown and Company is a professional advisory firm serving clients across Colorado and the United States, providing strategic financial guidance to help manage the wealth of professionals, executives, business owners, and their families. Specializing in retirement planning, we help our clients develop financial strategies that seek to address all the stages of wealth: accumulation, preservation, and transfer. Focused on the individual and their families, Mark R. Brown has been providing strategic financial guidance to help manage the wealth of successful clients, just like you, since 1983. |
|
| Brown Brothers Harriman Private Wealth Management |
Kathryn |
George |
Partner |
(212) 483-1818 |
WM |
kathryn.george@bbh.com |
contactus@bbh.com |
140 Broadway |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/kathryngeorgetyree/ |
|
1.818 |
$26 billion |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/en-us/private-banking/private-wealth-management |
Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 18 locations throughout North America, Europe and Asia. |
|
| Brown Brothers Harriman Private Wealth Management |
Charles |
Izard |
Partner |
(704) 334-5556 |
WM |
Charles.Izard@bbh.com |
contactus@bbh.com |
140 Broadway |
New York |
NY |
10005 |
United States of America |
North America |
|
|
1.818 |
$26 billion |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/en-us/private-banking/private-wealth-management |
Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 18 locations throughout North America, Europe and Asia. |
|
| Brownson, Rehmus & Foxworth, Inc. |
Rebecca |
Deaton |
Principal |
(312) 346-5850 |
WM |
rdeaton@brfinc.com |
|
200 South Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-deaton-590b454/ |
|
1.969 |
$10B |
|
https://www.linkedin.com/company/brownson-rehmus-&-foxworth |
http://brfadvisors.com/ |
We put client interests first. We build long-term relationships as a trusted primary advisor for families. We provide three core services on a highly-customized basis for each client: sophisticated investment advice; integrated, comprehensive planning; and coordination of other providers. We are an independent advisory firm, not a money-management organization. We guide decision-making and execution, but our clients retain authority. We simplify our clients’ lives. |
|
| Brownson, Rehmus & Foxworth, Inc. |
Cosmin |
Lucaci |
Vice President |
(312) 346-5850 |
WM |
clucaci@brfinc.com |
|
200 South Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/cosmin-lucaci-cfa-b309022a/ |
|
1.969 |
$10B |
|
https://www.linkedin.com/company/brownson-rehmus-&-foxworth |
http://brfadvisors.com/ |
We put client interests first. We build long-term relationships as a trusted primary advisor for families. We provide three core services on a highly-customized basis for each client: sophisticated investment advice; integrated, comprehensive planning; and coordination of other providers. We are an independent advisory firm, not a money-management organization. We guide decision-making and execution, but our clients retain authority. We simplify our clients’ lives. |
|
| Bruellan Wealth Management Family Office Services |
Antoine |
Spillmann |
Director |
41 228 171 855 |
WM |
aspillmann@bruellan.com |
info@bruellan.com |
2, Rue S-Thalberg |
Geneve |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/antoine-spillmann-9808b222/ |
Investment Funds |
1.991 |
$1.8B |
|
https://www.linkedin.com/company-beta/1096338/ |
http://www.bruellan.com/en/ |
Bruellan is a fully independent wealth management company and multi-family office provider founded in Geneva in 1991. We have extensive experience in personalised wealth management and in Family Office services. We select the assets most likely to achieve the performance best suited to each client in accordance with his/her personal objectives and level of risk tolerance. Our management is dynamic in essence and is flexible so as to follow both market cycles and client expectations. |
41 274 862 444 |
| Bruellan Wealth Management Family Office Services |
Flavien |
de Muralt |
Wealth Manager |
41 228 171 855 |
WM |
fdemuralt@bruellan.com |
info@bruellan.com |
2, Rue S-Thalberg |
Geneve |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/flavien-de-muralt-6a352937/ |
Investment Funds |
1.991 |
$1.8B |
|
https://www.linkedin.com/company-beta/1096338/ |
http://www.bruellan.com/en/ |
Bruellan is a fully independent wealth management company and multi-family office provider founded in Geneva in 1991. We have extensive experience in personalised wealth management and in Family Office services. We select the assets most likely to achieve the performance best suited to each client in accordance with his/her personal objectives and level of risk tolerance. Our management is dynamic in essence and is flexible so as to follow both market cycles and client expectations. |
41 274 862 444 |
| Bruellan Wealth Management Family Office Services |
Jean-François |
Beth |
Wealth Manager |
41 277 755 656 |
WM |
jfbeth@bruellan.com |
info@bruellan.com |
2, Rue S-Thalberg |
Geneve |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/jean-françois-beth-4a43674/ |
Investment Funds |
1.991 |
$1.8B |
|
https://www.linkedin.com/company-beta/1096338/ |
http://www.bruellan.com/en/ |
Bruellan is a fully independent wealth management company and multi-family office provider founded in Geneva in 1991. We have extensive experience in personalised wealth management and in Family Office services. We select the assets most likely to achieve the performance best suited to each client in accordance with his/her personal objectives and level of risk tolerance. Our management is dynamic in essence and is flexible so as to follow both market cycles and client expectations. |
41 274 862 444 |
| Bruellan Wealth Management Family Office Services |
Jean-Paul |
Tissières |
Wealth manager |
41 274 862 424 |
WM |
jptissieres@bruellan.com |
info@bruellan.com |
2, Rue S-Thalberg |
Geneve |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/jean-paul-tissières-438633/ |
Investment Funds |
1.991 |
$1.8B |
|
https://www.linkedin.com/company-beta/1096338/ |
http://www.bruellan.com/en/ |
Bruellan is a fully independent wealth management company and multi-family office provider founded in Geneva in 1991. We have extensive experience in personalised wealth management and in Family Office services. We select the assets most likely to achieve the performance best suited to each client in accordance with his/her personal objectives and level of risk tolerance. Our management is dynamic in essence and is flexible so as to follow both market cycles and client expectations. |
41 274 862 444 |
| Bruellan Wealth Management Family Office Services |
Steve |
Schoeni |
Family Office Services Manager |
41 27 775 56 56 |
WM |
sschoeni@bruellan.com |
info@bruellan.com |
2, Rue S-Thalberg |
Geneve |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/steve-schoeni-268335/ |
Investment Funds |
1.991 |
$1.8B |
|
https://www.linkedin.com/company-beta/1096338/ |
http://www.bruellan.com/en/ |
Bruellan is a fully independent wealth management company and multi-family office provider founded in Geneva in 1991. We have extensive experience in personalised wealth management and in Family Office services. We select the assets most likely to achieve the performance best suited to each client in accordance with his/her personal objectives and level of risk tolerance. Our management is dynamic in essence and is flexible so as to follow both market cycles and client expectations. |
41 274 862 444 |
| Brumbaugh Wealth Management, LLC |
Kimberly |
Brumbaugh |
Founder & CEO |
(610) 458-2495 |
WM |
kbrumbaugh@brumbaughwealth.com |
ngarganio@brumbaughwealth.com |
415 Eagleview Boulevard Suite 110 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/kimberlybrumbaugh/ |
|
2.004 |
|
|
https://www.linkedin.com/company/brumbaugh-wealth-management/ |
http://www.brumbaughwealth.com/ |
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. |
|
| Bryan Garnier & CO limited |
Gregoire |
Revenu |
Co-Founder & Managing Partner |
44 207 332 2500 |
WM |
grevenu@bryangarnier.com |
|
Beaufort House, 15 St. Botolph Street |
London |
|
EC3A 7BB |
United Kingdom |
Europe |
https://www.linkedin.com/in/gregrevenu/ |
|
1.996 |
€3B |
|
https://www.linkedin.com/company/bryan-garnier-&-co/ |
http://www.bryangarnier.fr/ |
Bryan, Garnier & Co is a European, full service growth-focused independent investment banking partnership founded in 1996. The firm provides equity research, sales and trading, private and public capital raising as well as M&A services to growth companies and their investors. It focuses on key growth sectors of the economy including Technology, Healthcare, Consumer and Business Services. Bryan, Garnier & Co is a fully registered broker dealer authorised and regulated by the FCA in Europe and the FINRA in the U.S. Bryan, Garnier & Co is headquartered in London, with additional offices in Paris, Munich and New York. The firm is a member of the London Stock Exchange and Euronext. |
|
| Bryn Mawr Trust |
Jennifer |
Dempsey Fox |
President, Wealth Management |
(610) 581-4839 |
WM |
|
|
801 E Lancaster Avenue |
Bryn Mawr |
PA |
19010 |
United States of America |
North America |
https://www.linkedin.com/in/jenniferdempseyfox/ |
|
1.889 |
$550M |
|
|
https://www.bmtc.com/ |
Bryn Mawr Bank Corp, headquartered in Bryn Mawr, Pennsylvania was founded in 1889, has $4.63 billion in corporate assets and $14.7 billion in wealth assets under management, administration, supervision, and brokerage at 3/31/19. Bryn Mawr Trust operates 35 full service retail bank locations, 8 limited access retirement community locations in Montgomery, Chester, Delaware and Philadelphia Counties in Pennsylvania; Camden and Mercer Counties in New Jersey; and New Castle County, Delaware, as well as 1 limited service branch banking location in Hershey, Dauphin County, Pennsylvania. BMT also serves clients through its Wealth, Private Banking, and Insurance divisions in addition to Leasing, Mortgage, and Commercial Lending divisions. |
|
| Bryn Mawr Trust |
Stephen |
Wellman |
SVP, COO |
(610) 581-4839 |
WM |
|
|
801 E Lancaster Avenue |
Bryn Mawr |
PA |
19010 |
United States of America |
North America |
https://www.linkedin.com/in/stephenwellman/ |
|
1.889 |
$550M |
|
|
https://www.bmtc.com/ |
Bryn Mawr Bank Corp, headquartered in Bryn Mawr, Pennsylvania was founded in 1889, has $4.63 billion in corporate assets and $14.7 billion in wealth assets under management, administration, supervision, and brokerage at 3/31/19. Bryn Mawr Trust operates 35 full service retail bank locations, 8 limited access retirement community locations in Montgomery, Chester, Delaware and Philadelphia Counties in Pennsylvania; Camden and Mercer Counties in New Jersey; and New Castle County, Delaware, as well as 1 limited service branch banking location in Hershey, Dauphin County, Pennsylvania. BMT also serves clients through its Wealth, Private Banking, and Insurance divisions in addition to Leasing, Mortgage, and Commercial Lending divisions. |
|
| BTR Capital Management |
Lewis |
Katcher |
Founder and Principal |
(415) 989-0100 |
WM |
lkatcher@btrcap.com |
invest@btrcap.com |
550 Kearny Street Suite 510 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/lewis-katcher-89a77612/ |
|
1.989 |
$730 million |
|
https://www.linkedin.com/company/btr-capital-management/about/ |
http://www.btrcap.com/ |
Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions. |
|
| BTR Capital Management |
John |
Stratton |
Principal, President, and Portfolio Manager |
(415) 989-0100 |
WM |
jstratton@btrcap.com |
invest@btrcap.com |
550 Kearny Street Suite 510 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/john-stratton-cpa-cfa-0462b85a/ |
|
1.989 |
$730 million |
|
https://www.linkedin.com/company/btr-capital-management/about/ |
http://www.btrcap.com/ |
Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions. |
|
| BTR Capital Management |
Jonathan "Jay" |
Butler |
Principal, Director of Research, and Portfolio Manager |
(415) 989-0100 |
WM |
jbutler@btrcap.com |
invest@btrcap.com |
550 Kearny Street Suite 510 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/jay-butler-cpa-cfa-3884bb1a/ |
|
1.989 |
$730 million |
|
https://www.linkedin.com/company/btr-capital-management/about/ |
http://www.btrcap.com/ |
Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions. |
|
| BTR Capital Management |
Mark |
Keeling |
Principal, Chief Investment Officer, and Portfolio Manager |
(415) 989-0100 |
WM |
mkeeling@btrcap.com |
invest@btrcap.com |
550 Kearny Street Suite 510 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/mark-keeling-cfa-cic-087b7615/ |
|
1.989 |
$730 million |
|
https://www.linkedin.com/company/btr-capital-management/about/ |
http://www.btrcap.com/ |
Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions. |
|
| Buckingham Asset Management |
Ernest |
Clark |
Wealth Advisor |
(314) 743-2258 |
WM |
eclark@bamadvisor.com |
info@bamadvisor.com |
8182 Maryland Avenue, Suite 900 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/ernestclarkcpapfs/ |
|
1.994 |
$1.5 billion |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://buckinghamadvisor.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| Buckingham Asset Management |
Jim |
Cornfeld |
Wealth Advisor |
(314) 743-2289 |
WM |
jcornfeld@bamadvisor.com |
info@bamadvisor.com |
8182 Maryland Avenue, Suite 500 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/jimcornfeld/ |
|
1.994 |
$1.5B |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://buckinghamadvisor.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| Buckingham Asset Management |
Elliot |
Dole |
Wealth Advisor |
(314) 743-2234 |
WM |
edole@bamadvisor.com |
info@bamadvisor.com |
8182 Maryland Avenue, Suite 500 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/elliot-dole-559b135/ |
|
1.994 |
$1.5B |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://buckinghamadvisor.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| Buckingham Strategic Wealth |
Sue |
Stevens |
CEO,CIO & Wealth Manager |
(847) 282-9910 |
WM |
sstevens@bamadvisor.com |
info@bamadvisor.com |
500 Lake Cook Road, Suite 350 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/suestevens/ |
|
1.994 |
$1.2B |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://buckinghamadvisor.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| Buckingham Strategic Wealth |
Sara |
Connelly |
Operations Specialist |
(847) 282-9912 |
WM |
sconnelly@bamadvisor.com |
info@bamadvisor.com |
500 Lake Cook Road, Suite 350 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/sara-connelly-aa71aa16/ |
|
1.994 |
$1.2B |
|
https://www.linkedin.com/company/buckinghamadvisor/ |
http://buckinghamadvisor.com/ |
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. |
|
| Buckingham Strategic Wealth® |
Adam |
Yofan |
President |
(412) 904-3949 |
WM |
ayofan@alpernwm.com |
|
603 Stanwix Street, Suite 1640 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/adamyofan/ |
|
|
$167M |
|
|
http://www.alpernwm.com/ |
Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. The essence of our approach is based on a pledge to act in your best interests.
We think letting decades of unbiased, peer-reviewed financial research guide our recommendations is a much better way to invest. Our dedicated Investment Policy Committee actively reviews the latest financial journals and published works on an ongoing basis to ensure our clients’ assets are optimally positioned. Our philosophy is heavily influenced by the Nobel Prize-winning work of Eugene Fama. Fama’s work since the 1970s has focused on the central idea that markets are naturally efficient. Practically speaking, it means that by the time an investor hears a piece of news about a stock or fund, it’s highly likely that such news has already been factored into the price and, therefore, any advantage of knowing that news has effectively been eliminated. Recommendations based on historical, observable market behaviors and prices takes emotion out of the equation – and leads to steadier, more predictable results over the long term. |
|
| Budros, Ruhlin & Roe, Inc. |
Dan |
Roe |
Partner & CIO |
(614) 481-6900 |
WM |
droe@b-r-r.com |
info@b-r-r.com |
1801 Watermark Dr., Suite 300 |
Columbus |
OH |
43215 |
United States of America |
North America |
https://www.linkedin.com/in/dan-roe-76ba572/ |
|
1.979 |
$2.2B |
|
https://www.linkedin.com/company/budros-ruhlin-&-roe-inc-/ |
http://www.b-r-r.com/ |
Budros, Ruhlin & Roe, Inc. is an independent, fee-only wealth management firm serving in a fiduciary capacity. The firm currently manages over $2 billion of assets for clients throughout the country. Built on a foundation of integrity, we successfully provide comprehensive wealth and portfolio management services to high net worth individuals, including business owners, executives, physicians, professional athletes, and multi-generational families. Our company also manages investment portfolios for foundations, endowments and employee retirement plans. We bring a unique, proactive, and collaborative approach to wealth management, which has helped individuals, families, and institutions accomplish their financial goals for more than three decades. |
|
| Budros, Ruhlin & Roe, Inc. |
James |
Budros |
Principal |
(614) 481-6900 |
WM |
jbudros@b-r-r.com |
info@b-r-r.com |
1801 Watermark Dr., Suite 300 |
Columbus |
OH |
43215 |
United States of America |
North America |
https://www.linkedin.com/in/budros-james-00639418/ |
|
1.979 |
$2.2B |
|
https://www.linkedin.com/company/budros-ruhlin-&-roe-inc-/ |
http://www.b-r-r.com/ |
Budros, Ruhlin & Roe, Inc. is an independent, fee-only wealth management firm serving in a fiduciary capacity. The firm currently manages over $2 billion of assets for clients throughout the country. Built on a foundation of integrity, we successfully provide comprehensive wealth and portfolio management services to high net worth individuals, including business owners, executives, physicians, professional athletes, and multi-generational families. Our company also manages investment portfolios for foundations, endowments and employee retirement plans. We bring a unique, proactive, and collaborative approach to wealth management, which has helped individuals, families, and institutions accomplish their financial goals for more than three decades. |
|
| Bull Wealth Management Group |
Julian |
Smith |
President and CEO |
(416) 223-2053 |
WM |
jsmith@bullwealth.com |
bwmg@bullwealth.com |
4100 Yonge Street Suite 612 |
Toronto |
ON |
M2P 2B5 |
Canada |
North America |
https://www.linkedin.com/in/julian-c-smith-a85a0311/ |
|
2.000 |
$1.8 billion |
|
https://www.linkedin.com/company/bullwealth/?originalSubdomain=ca |
http://bullwealth.com/ |
The BULLWEALTH group of companies was founded in March 2000 by James A. Bull to offer investment advisory and consulting solutions to high net worth families, not-for-profit organizations and institutional investors.
BULLWEALTH is compensated only by our clients. We receive no other commissions or fees from any other organization. We do not own, in whole or in part, any of the underlying investment managers we recommend. Our profitability is not altered by offering one solution over another. As a result, we are completely aligned with your best interests and have no reason, real or perceived, to provide anything other than clear, independent advice. |
|
| Bull Wealth Management Group |
Peter |
Klein |
Managing Partner and CIO |
(416) 223-2053 |
WM |
pklein@bullwealth.com |
bwmg@bullwealth.com |
4100 Yonge Street Suite 612 |
Toronto |
ON |
M2P 2B5 |
Canada |
North America |
https://www.linkedin.com/in/peter-klein-ph-d-cfa-mba-45a5a620/ |
|
2.000 |
$1.8 billion |
|
https://www.linkedin.com/company/bullwealth/?originalSubdomain=ca |
http://bullwealth.com/ |
The BULLWEALTH group of companies was founded in March 2000 by James A. Bull to offer investment advisory and consulting solutions to high net worth families, not-for-profit organizations and institutional investors.
BULLWEALTH is compensated only by our clients. We receive no other commissions or fees from any other organization. We do not own, in whole or in part, any of the underlying investment managers we recommend. Our profitability is not altered by offering one solution over another. As a result, we are completely aligned with your best interests and have no reason, real or perceived, to provide anything other than clear, independent advice. |
|
| Bulltick Capital Markets |
Humberto |
Banuelos |
Managing Partner |
(305) 533-1541 |
WM |
hbanuelos@bulltick.com |
|
333 SE 2nd Ave, Suite 3950 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/humberto-bañuelos-1151b94/ |
|
1.999 |
$267 million |
|
https://www.linkedin.com/company/bulltick-capital-markets/about/ |
https://bulltick.com/ |
Bulltick is a securities brokerage, asset management, investment banking and wealth management firm that provides its clients with diversified financial products by leveraging its Latin American roots and international expertise. We offer insight, opportunities, and top execution services to financial institutions and qualified investors. |
|
| Bumgardner Morrison Wealth Management LLC |
Jerome |
Kotzur |
Managing Partner / Financial Advisor |
(361) 575-0271 |
WM |
jerome@bmccpa.com |
bmc@bmccpa.com |
1501 E Mockingbird Ln, Suite 300 |
Victoria |
TX |
77904 |
United States of America |
North America |
https://www.linkedin.com/in/jerome-kotzur-bmc/ |
|
|
|
|
|
http://www.bmccpa.com/ |
Bumgardner Morrison is a full-service accounting firm with over 70 years of experience working with businesses and individuals. We provide all the traditional services such as bookkeeping, reporting, planning, and auditing, as well as a variety of other services dedicated to helping manage and grow your wealth. |
|
| Bumgardner Morrison Wealth Management LLC |
Michael |
Wenske |
Partner / Financial Advisor |
(361) 575-0271 |
WM |
Mike@BMCcpa.com |
bmc@bmccpa.com |
1501 E Mockingbird Ln, Suite 300 |
Victoria |
TX |
77904 |
United States of America |
North America |
|
|
|
|
|
|
http://www.bmccpa.com/ |
Bumgardner Morrison is a full-service accounting firm with over 70 years of experience working with businesses and individuals. We provide all the traditional services such as bookkeeping, reporting, planning, and auditing, as well as a variety of other services dedicated to helping manage and grow your wealth. |
|
| Bumgardner Morrison Wealth Management LLC |
Dennis |
Shay |
Partner / Financial Advisor |
(361) 575-0271 |
WM |
Dennis@BMCcpa.com |
bmc@bmccpa.com |
1501 E Mockingbird Ln, Suite 300 |
Victoria |
TX |
77904 |
United States of America |
North America |
|
|
|
|
|
|
http://www.bmccpa.com/ |
Bumgardner Morrison is a full-service accounting firm with over 70 years of experience working with businesses and individuals. We provide all the traditional services such as bookkeeping, reporting, planning, and auditing, as well as a variety of other services dedicated to helping manage and grow your wealth. |
|
| Bumgardner Morrison Wealth Management LLC |
J. David |
Bayarena |
Director of Wealth Management |
(361) 575-0271 |
WM |
David@BMCfs.com |
bmc@bmccpa.com |
1501 E Mockingbird Ln, Suite 300 |
Victoria |
TX |
77904 |
United States of America |
North America |
|
|
|
|
|
|
http://www.bmccpa.com/ |
Bumgardner Morrison is a full-service accounting firm with over 70 years of experience working with businesses and individuals. We provide all the traditional services such as bookkeeping, reporting, planning, and auditing, as well as a variety of other services dedicated to helping manage and grow your wealth. |
|
| Burgess Financial Planning |
Sean |
Burgess |
Certified Financial Planner, Owner |
(415) 525-1041 |
WM |
sean@burgessfinancial.com |
sean@burgessfinancial.com |
354 Pine Street, 7th Floor |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/sean-burgess-5416a81/ |
|
2.007 |
$12 million |
|
|
https://www.burgessfinancial.com |
Burgess Financial Planning has been established to help people make smarter investment decisions, free from product-focused sales agendas. |
|
| Burgundy Asset Management |
Tony |
Arrell |
Chairman & CEO |
(416) 869-3222 |
WM |
tarrell@burgundyasset.com |
info@burgundyasset.com |
181 Bay Street Suite 4510 PO Box 778 |
Toronto |
ON |
M5J 2T3 |
Canada |
North America |
https://www.linkedin.com/in/tony-arrell-977139134/ |
|
1.990 |
$21 billion |
|
https://www.linkedin.com/company/burgundy-asset-management/?originalSubdomain=ca |
https://www.burgundyasset.com/beaujolais/ |
Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.
Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term. |
|
| Burgundy Asset Management |
Richard |
Rooney |
President & CIO |
(416) 869-3222 |
WM |
rrooney@burgundyasset.com |
info@burgundyasset.com |
181 Bay Street Suite 4510 PO Box 778 |
Toronto |
ON |
M5J 2T3 |
Canada |
North America |
https://www.linkedin.com/in/richard-rooney-245b2b24/ |
|
1.990 |
$21 billion |
|
https://www.linkedin.com/company/burgundy-asset-management/?originalSubdomain=ca |
https://www.burgundyasset.com/beaujolais/ |
Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.
Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term. |
|
| Burgundy Asset Management |
Robert |
Sankey |
EVP, COO |
(416) 869-3222 |
WM |
rsankey@burgundyasset.com |
info@burgundyasset.com |
181 Bay Street Suite 4510 PO Box 778 |
Toronto |
ON |
M5J 2T3 |
Canada |
North America |
https://www.linkedin.com/in/robert-sankey-cfa-59684473/ |
|
1.990 |
$21 billion |
|
https://www.linkedin.com/company/burgundy-asset-management/?originalSubdomain=ca |
https://www.burgundyasset.com/beaujolais/ |
Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.
Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term. |
|
| Burgundy Asset Management |
Fayaz |
Suleman |
VP, CFO |
(416) 869-3222 |
WM |
fsuleman@burgundyasset.com |
info@burgundyasset.com |
181 Bay Street Suite 4510 PO Box 778 |
Toronto |
ON |
M5J 2T3 |
Canada |
North America |
|
|
1.990 |
$21 billion |
|
https://www.linkedin.com/company/burgundy-asset-management/?originalSubdomain=ca |
https://www.burgundyasset.com/beaujolais/ |
Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.
Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term. |
|
| Burkett Asset Management |
Chuck |
Burkett |
Chairman |
(250) 370-0667 |
WM |
chuck@burkett.ca |
assetmanagement@burkett.ca |
Suite 222, 3561 Shelbourne Street |
Victoria |
BC |
V8P 4G8 |
Canada |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/burkett-co/ |
https://www.burkettassetmanagement.ca/ |
Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing institutional and private client assets across a number of diversified strategies. |
|
| Burkett Asset Management |
Kevin |
Burkett |
Portfolio Manager |
(250) 370-0667 |
WM |
kevin@burkett.ca |
assetmanagement@burkett.ca |
Suite 222, 3561 Shelbourne Street |
Victoria |
BC |
V8P 4G8 |
Canada |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/burkett-co/ |
https://www.burkettassetmanagement.ca/ |
Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing institutional and private client assets across a number of diversified strategies. |
|
| Burt Wealth Advisors |
Frederick |
Cornelius |
President & CEO |
(301) 770-9880 |
WM |
fcornelius@burtassociates.com |
info@burtwealth.com |
6116 Executive Blvd. Suite 500. N. |
Bethesda |
MD |
20852 |
United States of America |
North America |
https://www.linkedin.com/in/fredcornelius/ |
|
1.985 |
$500M |
|
https://www.linkedin.com/company/burt-wealth-advisors/ |
http://www.burtwealth.com/ |
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning. |
|
| Burt Wealth Advisors |
Maria |
Cornelius |
Executive Vice President, Financial Advisor, Investment Committee Member |
(301) 770-9880 |
WM |
mcornelius@burtassociates.com |
info@burtwealth.com |
6116 Executive Blvd. Suite 500. N. |
Bethesda |
MD |
20852 |
United States of America |
North America |
https://www.linkedin.com/in/mariacornelius/ |
|
1.985 |
$500M |
|
https://www.linkedin.com/company/burt-wealth-advisors/ |
http://www.burtwealth.com/ |
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning. |
|
| Burton Wealth Management |
Don |
Burton |
Founder and Principal |
(480) 629-8144 |
WM |
dburton@burtonwealth.com |
info@burtonwealth.com |
14358 N Frank Lloyd Wright Blvd, Suite 8 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/burtonwealthmanagement/ |
|
|
|
|
|
https://www.burtonwealth.com/ |
Burton Wealth Management is dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be your trusted advisor. As an independent financial firm, we have the flexibility to offer a wide range of non-proprietary products and services, which means you receive objective financial guidance and an assurance that your best interests always come first. |
|
| Bush Associates Ltd. |
Tim |
Grantz |
President |
(514) 849-9475 |
WM |
tfrantz@bushassociatesltd.com |
info@bushassociatesltd.com |
1010 Sherbrooke Street West, Suite 1230 |
Montreal |
QC |
H3A 2R7 |
Canada |
North America |
|
|
|
|
|
|
http://www.bushassociatesltd.com/ |
Bush Associates Ltd. is a fully integrated investment counselling firm serving individuals, families, estates, trusts and investment holding companies. |
|
| Buttonwood Financial Partners |
Roger |
Adler |
Founding Member / SVP, Wealth Advisor |
(480) 305-2104 |
WM |
radler@buttonwoodfp.com |
|
17550 N. Perimeter Drive, Suite 130 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/roger-adler-7b0a0b3a/ |
|
|
|
|
|
https://www.buttonwoodfp.com/ |
Buttonwood Financial Partners is a financial advisor in Scottsdale, AZ, providing wealth management, financial planning, insurance and financial services. Buttonwood Financial Partners seeks to set itself apart from other firms and is structered as an independent wealth management firm. We offer objective, independent advice without the pressures to sell proprietary products. Simply stated, our interests are completely aligned with our clients.
With over 50 years of collective experience, we have designed a financial planning approach that takes into consideration all aspects of your financial affairs, resulting in a thorough and comprehensive investment strategy. As you continue to learn more about us, we are confident that you will discover how our detailed approach encompasses the unique needs of successful individuals and families. |
|
| Buttonwood Financial Partners |
David |
Gray |
Managing Partner |
(480) 305-2103 |
WM |
dagray@buttonwoodfp.com |
|
17550 N. Perimeter Drive, Suite 130 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/davidagray1/ |
|
|
|
|
|
https://www.buttonwoodfp.com/ |
Buttonwood Financial Partners is a financial advisor in Scottsdale, AZ, providing wealth management, financial planning, insurance and financial services. Buttonwood Financial Partners seeks to set itself apart from other firms and is structered as an independent wealth management firm. We offer objective, independent advice without the pressures to sell proprietary products. Simply stated, our interests are completely aligned with our clients.
With over 50 years of collective experience, we have designed a financial planning approach that takes into consideration all aspects of your financial affairs, resulting in a thorough and comprehensive investment strategy. As you continue to learn more about us, we are confident that you will discover how our detailed approach encompasses the unique needs of successful individuals and families. |
|
| Byrne Asset Management LLC |
Brian |
Arena |
Chief Institutional Equity Specialist |
(609) 497-1776 |
WM |
brianarena@byrneasset.com |
|
195 Nassau Street, Suite 12 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/brian-arena-88607534/ |
|
1.999 |
$150M |
|
https://www.linkedin.com/company/byrne-asset-management-llc/?originalSubdomain=om |
https://www.byrneasset.com/ |
Byrne Asset Management is a SEC registered investment advisor based in Princeton, NJ. Formed in 1999, we manage stock, bond and balanced portfolios for individuals, trusts, retirement plans, and corporations. With about $150 million in assets under management, we work directly with clients to determine an appropriate investment regimen - coordinating wealth maximization with risk tolerance and long term goals. Our portfolios are constructed in a custom fashion for each client. We apply institutional sophistication in both equity and fixed income markets; our excellent track record demonstrates the efficacy of our methods. |
|
| Byrne Asset Management LLC |
Tom |
Byrne |
CEO & CCO |
(609) 497-1776 |
WM |
tombyrne@byrneasset.com |
|
195 Nassau Street, Suite 12 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-byrne-1163564/ |
|
1.999 |
$150M |
|
https://www.linkedin.com/company/byrne-asset-management-llc/?originalSubdomain=om |
https://www.byrneasset.com/ |
Byrne Asset Management is a SEC registered investment advisor based in Princeton, NJ. Formed in 1999, we manage stock, bond and balanced portfolios for individuals, trusts, retirement plans, and corporations. With about $150 million in assets under management, we work directly with clients to determine an appropriate investment regimen - coordinating wealth maximization with risk tolerance and long term goals. Our portfolios are constructed in a custom fashion for each client. We apply institutional sophistication in both equity and fixed income markets; our excellent track record demonstrates the efficacy of our methods. |
|
| Byrne Asset Management LLC |
Mike |
Chen |
Financial Analyst & Portfolio Manager |
(609) 497-1776 |
WM |
mikechen@byrneasset.com |
|
195 Nassau Street, Suite 12 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/zhaonian-michael-chen-6b369b26/ |
|
1.999 |
$150M |
|
https://www.linkedin.com/company/byrne-asset-management-llc/?originalSubdomain=om |
https://www.byrneasset.com/ |
Byrne Asset Management is a SEC registered investment advisor based in Princeton, NJ. Formed in 1999, we manage stock, bond and balanced portfolios for individuals, trusts, retirement plans, and corporations. With about $150 million in assets under management, we work directly with clients to determine an appropriate investment regimen - coordinating wealth maximization with risk tolerance and long term goals. Our portfolios are constructed in a custom fashion for each client. We apply institutional sophistication in both equity and fixed income markets; our excellent track record demonstrates the efficacy of our methods. |
|
| Byrne Asset Management LLC |
Art |
Ernst |
Partner, COO & Portfolio Manager |
(609) 497-1776 |
WM |
arternst@byrneasset.com |
|
195 Nassau Street, Suite 12 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/arthur-paul-ernst/ |
|
1.999 |
$150M |
|
https://www.linkedin.com/company/byrne-asset-management-llc/?originalSubdomain=om |
https://www.byrneasset.com/ |
Byrne Asset Management is a SEC registered investment advisor based in Princeton, NJ. Formed in 1999, we manage stock, bond and balanced portfolios for individuals, trusts, retirement plans, and corporations. With about $150 million in assets under management, we work directly with clients to determine an appropriate investment regimen - coordinating wealth maximization with risk tolerance and long term goals. Our portfolios are constructed in a custom fashion for each client. We apply institutional sophistication in both equity and fixed income markets; our excellent track record demonstrates the efficacy of our methods. |
|
| Byrne Asset Management LLC |
Jason |
Rapp |
Portfolio Manager, Head of Equities & Investment Advisor |
(609) 497-1776 |
WM |
jasonrapp@byrneasset.com |
|
195 Nassau Street, Suite 12 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/jason-rapp-b5437b/ |
|
1.999 |
$150M |
|
https://www.linkedin.com/company/byrne-asset-management-llc/?originalSubdomain=om |
https://www.byrneasset.com/ |
Byrne Asset Management is a SEC registered investment advisor based in Princeton, NJ. Formed in 1999, we manage stock, bond and balanced portfolios for individuals, trusts, retirement plans, and corporations. With about $150 million in assets under management, we work directly with clients to determine an appropriate investment regimen - coordinating wealth maximization with risk tolerance and long term goals. Our portfolios are constructed in a custom fashion for each client. We apply institutional sophistication in both equity and fixed income markets; our excellent track record demonstrates the efficacy of our methods. |
|
| Cabot Wealth Management |
Greg |
Stevens |
Principal, Senior Wealth Advisor |
(978) 745-9233 |
WM |
greg@eCabot.com |
info@eCabot.com |
216 Essex Street |
Salem |
MA |
01970 |
United States of America |
North America |
https://www.linkedin.com/in/greg-stevens-9249234/ |
|
|
$561 million |
|
https://www.linkedin.com/company/cabotwealthmanagement/ |
http://ecabot.com/ |
Founded in 1983, Cabot Wealth Management is an independent firm that provides individuals, family groups, businesses, and foundations and charities with professional wealth management services. We combine the traditions and values of a privately-owned business with advanced thinking on global and economic developments. We understand that selecting a wealth manager is one of the most important decisions you will have to make. Each client faces a very different set of challenges, depending on their life stage. We strive to help you meet those challenges. |
|
| Cadence Financial Group |
Seth |
Allen |
SVP and Senior Portfolio Manager, Private Client Group |
(604) 659-8051 |
WM |
Seth.Allen@raymondjames.ca |
cfg@raymondjames.ca |
925 West Georgia St Suite 2100 |
Vancouver |
BC |
V6C 3L2 |
Canada |
North America |
https://www.linkedin.com/in/seth-allen-mba-145950a0/ |
|
|
|
|
|
http://cadencefinancialgroup.com/ |
Cadence Financial Group provides financial advice and investment planning based on its “proactive investment management” approach that combines taking measured risk and pursuing balanced returns with a view toward principal protection. The Cadence approach is based on a thorough understanding of our clients’ needs and matching them with tailor-made solutions that are designed to produce consistent risk adjusted returns. |
|
| Cadence Financial Group |
Marko |
Ferenc |
Associate Portfolio Manager |
(604) 659-8051 |
WM |
marko.ferenc@raymondjames.ca |
cfg@raymondjames.ca |
925 West Georgia St Suite 2100 |
Vancouver |
BC |
V6C 3L2 |
Canada |
North America |
|
|
|
|
|
|
http://cadencefinancialgroup.com/ |
Cadence Financial Group provides financial advice and investment planning based on its “proactive investment management” approach that combines taking measured risk and pursuing balanced returns with a view toward principal protection. The Cadence approach is based on a thorough understanding of our clients’ needs and matching them with tailor-made solutions that are designed to produce consistent risk adjusted returns. |
|
| Cadence Financial Group |
Amalia |
Kilofliski |
Head of Business Development |
(604) 659-8051 |
WM |
Amalia.Kilofliski@raymondjames.ca |
cfg@raymondjames.ca |
925 West Georgia St Suite 2100 |
Vancouver |
BC |
V6C 3L2 |
Canada |
North America |
|
|
|
|
|
|
http://cadencefinancialgroup.com/ |
Cadence Financial Group provides financial advice and investment planning based on its “proactive investment management” approach that combines taking measured risk and pursuing balanced returns with a view toward principal protection. The Cadence approach is based on a thorough understanding of our clients’ needs and matching them with tailor-made solutions that are designed to produce consistent risk adjusted returns. |
|
| Cadent Capital LLC |
Tom |
McIntire |
Principal |
(972)441-4554 |
WM |
Thomas.McIntire@RaymondJames.com |
|
12001 N. Central Expressway, CBS Tower, Suite 700 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-mcintire-cfp®-clu®-cfa-67a56564/ |
|
|
|
|
|
https://www.raymondjames.com/cadentcapital |
Cadent Capital serves a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create companies of value. Some began as corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them.
Our clients are individuals who value the relationships and expertise of professionals. When it's time to transition from the business they began or to prepare for retirement, that valued relationship is with the advisors at Cadent Capital. |
|
| Cadent Capital LLC |
Lynn |
McIntire |
Principal |
(972)441-4554 |
WM |
Lynn.McIntire@raymondjames.com |
|
12001 N. Central Expressway, CBS Tower, Suite 700 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/lynn-mcintire-cfp®-cap®-clu®-5822381/ |
|
|
|
|
|
https://www.raymondjames.com/cadentcapital/ |
Cadent Capital serves a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create companies of value. Some began as corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them.
Our clients are individuals who value the relationships and expertise of professionals. When it's time to transition from the business they began or to prepare for retirement, that valued relationship is with the advisors at Cadent Capital. |
|
| Cadent Capital LLC |
Taylor |
Steele |
Principal |
(972)441-4554 |
WM |
Taylor.Steele@raymondjames.com |
|
12001 N. Central Expressway, CBS Tower, Suite 700 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/taylor-steele-cfp-®-clu-®-aif-®-ea-75a3615a/ |
|
|
|
|
|
https://www.raymondjames.com/cadentcapital/ |
Cadent Capital serves a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create companies of value. Some began as corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them.
Our clients are individuals who value the relationships and expertise of professionals. When it's time to transition from the business they began or to prepare for retirement, that valued relationship is with the advisors at Cadent Capital. |
|
| Cadent Capital LLC |
Casey |
Kupper |
Wealth Advisor |
(972)441-4554 |
WM |
caseykupper@RaymondJames.com |
|
12001 N. Central Expressway, CBS Tower, Suite 700 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/caseykupper/ |
|
|
|
|
|
https://www.raymondjames.com/cadentcapital/ |
Cadent Capital serves a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create companies of value. Some began as corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them.
Our clients are individuals who value the relationships and expertise of professionals. When it's time to transition from the business they began or to prepare for retirement, that valued relationship is with the advisors at Cadent Capital. |
|
| Cadent Capital LLC |
Cole |
Williams |
Wealth Planner |
(972)441-4554 |
WM |
Cole.Williams@RaymondJames.com |
|
12001 N. Central Expressway, CBS Tower, Suite 700 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/cole-williams/ |
|
|
|
|
|
https://www.raymondjames.com/cadentcapital/ |
Cadent Capital serves a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create companies of value. Some began as corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them.
Our clients are individuals who value the relationships and expertise of professionals. When it's time to transition from the business they began or to prepare for retirement, that valued relationship is with the advisors at Cadent Capital. |
|
| Cadent Capital LLC |
Emma |
Cramm |
Wealth Planner |
(972)441-4554 |
WM |
Emma.Cramm@RaymondJames.com |
|
12001 N. Central Expressway, CBS Tower, Suite 700 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/emma-cramm-cfp®-47579a95/ |
|
|
|
|
|
https://www.raymondjames.com/cadentcapital/ |
Cadent Capital serves a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create companies of value. Some began as corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them.
Our clients are individuals who value the relationships and expertise of professionals. When it's time to transition from the business they began or to prepare for retirement, that valued relationship is with the advisors at Cadent Capital. |
|
| Cadinha & Co., LLC |
Harlan B.K. |
Cadinha |
Vice President |
(808) 523-9488 |
WM |
harlanb@cadinha.com |
|
900 Fort Street Mall |
Honolulu |
HI |
96813 |
United States of America |
North America |
https://www.linkedin.com/in/harlan-b-k-cadinha-128190b4/ |
|
1.979 |
$1B |
|
https://www.linkedin.com/company/cadinha-&-co-llc/ |
https://www.cadinha.com/ |
Cadinha & Co. is a registered investment advisory firm providing investment advice and wealth management to high-net-worth individuals and institutions since 1979. Cadinha & Co. investment advisers are fiduciaries and are registered by the Securities and Exchange Commission and the Investment Advisers Act of 1940. |
|
| Cadinha & Co., LLC |
Harlan J. |
Cadinha |
Founder, Chairman and Chief Strategist |
(808) 523-9488 |
WM |
harlan@cadinha.com |
|
900 Fort Street Mall |
Honolulu |
HI |
96813 |
United States of America |
North America |
https://www.linkedin.com/in/harlan-cadinha-2a1b3721/ |
|
1.979 |
$1B |
|
https://www.linkedin.com/company/cadinha-&-co-llc/ |
https://www.cadinha.com/ |
Cadinha & Co. is a registered investment advisory firm providing investment advice and wealth management to high-net-worth individuals and institutions since 1979. Cadinha & Co. investment advisers are fiduciaries and are registered by the Securities and Exchange Commission and the Investment Advisers Act of 1940. |
|
| Calamos Wealth Management |
John |
Koudounis |
CEO |
(630) 245-7200 |
WM |
jkoudounis@hotmail.com |
caminfo@calamos.com |
2020 Calamos Court |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/jkoudounis/ |
Investment Management, Wealth Preservation, Services to Support Family Offices, Specialized Advisory Services, Financial Advisory, Wealth Planning, Estate Planning, Risk Management, Tax Planning |
2.007 |
$23B |
|
https://www.linkedin.com/company/calamos-investments/ |
http://www.calamos.com/ |
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth.
In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Calamos Wealth Management is part of Calamos Asset Management, Inc., a privately held company in metropolitan Chicago, New York, Miami, San Francisco and London. Calamos Asset Management, Inc. and its affiliates presently employ more than 320 individuals and manage approximately $23 billion on behalf of a global base of investors as of September 30, 2018.
Calamos Wealth Management is among the finalists in the Multi-Family Office category of Family Wealth Report’s 2019 awards program. In addition, Calamos Wealth Management President Jim Baka is a finalist in the Leading Individuals category. |
|
| Calamos Wealth Management |
Thomas |
Herman |
SVP, CFO |
(630) 245-7200 |
WM |
tomherman100@gmail.com |
caminfo@calamos.com |
2020 Calamos Court |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/tomherman100/ |
Investment Management, Wealth Preservation, Services to Support Family Offices, Specialized Advisory Services, Financial Advisory, Wealth Planning, Estate Planning, Risk Management, Tax Planning |
2.007 |
$23B |
|
https://www.linkedin.com/company/calamos-investments/ |
http://www.calamos.com/ |
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth.
In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Calamos Wealth Management is part of Calamos Asset Management, Inc., a privately held company in metropolitan Chicago, New York, Miami, San Francisco and London. Calamos Asset Management, Inc. and its affiliates presently employ more than 320 individuals and manage approximately $23 billion on behalf of a global base of investors as of September 30, 2018.
Calamos Wealth Management is among the finalists in the Multi-Family Office category of Family Wealth Report’s 2019 awards program. In addition, Calamos Wealth Management President Jim Baka is a finalist in the Leading Individuals category. |
|
| Calamos Wealth Management - Miami |
Joseph |
Nader |
Managing Director & Senior Wealth Advisor |
(315) 699-0007 |
WM |
jnader@calamos.com |
caminfo@calamos.com |
2020 Calamos Court |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/josephnader/ |
Investment Management, Wealth Preservation, Services to Support Family Offices, Specialized Advisory Services, Financial Advisory, Wealth Planning, Estate Planning, Risk Management, Tax Planning |
2.007 |
$23B |
|
https://www.linkedin.com/company/calamos-investments/ |
http://www.calamos.com/ |
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth.
In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Calamos Wealth Management is part of Calamos Asset Management, Inc., a privately held company in metropolitan Chicago, New York, Miami, San Francisco and London. Calamos Asset Management, Inc. and its affiliates presently employ more than 320 individuals and manage approximately $23 billion on behalf of a global base of investors as of September 30, 2018.
Calamos Wealth Management is among the finalists in the Multi-Family Office category of Family Wealth Report’s 2019 awards program. In addition, Calamos Wealth Management President Jim Baka is a finalist in the Leading Individuals category. |
|
| Calamos Wealth Management - Miami |
Scott |
Poulin |
Director - Sr Wealth Advisor |
(315) 699-0007 |
WM |
spoulin@calamos.com |
caminfo@calamos.com |
2020 Calamos Court |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/scott-a-poulin-518763b/ |
Investment Management, Wealth Preservation, Services to Support Family Offices, Specialized Advisory Services, Financial Advisory, Wealth Planning, Estate Planning, Risk Management, Tax Planning |
2.007 |
$23B |
|
https://www.linkedin.com/company/calamos-investments/ |
http://www.calamos.com/ |
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth.
In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Calamos Wealth Management is part of Calamos Asset Management, Inc., a privately held company in metropolitan Chicago, New York, Miami, San Francisco and London. Calamos Asset Management, Inc. and its affiliates presently employ more than 320 individuals and manage approximately $23 billion on behalf of a global base of investors as of September 30, 2018.
Calamos Wealth Management is among the finalists in the Multi-Family Office category of Family Wealth Report’s 2019 awards program. In addition, Calamos Wealth Management President Jim Baka is a finalist in the Leading Individuals category. |
|
| Caldwell Investment Management Ltd. |
Mario |
Mainelli |
Portfolio Manager |
(416) 593-1798 |
WM |
mmainelli@caldwellinvestment.com |
funds@caldwellinvestment.com |
150 King Street West Suite 1702 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/mario-mainelli-cfa-a8578528/ |
|
1.990 |
$0.4 billion |
|
https://www.linkedin.com/company/caldwell-investment-management-ltd-/ |
https://caldwellinvestment.ca/ |
Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and private family accounts.
Caldwell originates and structures investment vehicles and provides portfolio and risk management services, including discretionary investment management and asset allocation services, monitors portfolios for compliance with investment mandates and regulatory compliance and provides reporting to investors and clients in, including financial performance and reporting for income tax purposes. |
|
| California Financial Advisors |
Mike |
Maloon |
Principal |
(925) 275-1000 |
WM |
Mmaloon@calfinad.com |
info@calfinad.com |
2303 Camino Ramon #250 |
San Ramon |
CA |
94583 |
United States of America |
North America |
https://www.linkedin.com/in/mike-maloon-aa67036/ |
|
1.998 |
|
|
https://www.linkedin.com/company/maloon-powers-pitre-&-higgins-llc/?originalSubdomain=ph |
http://calfinad.com/ |
Maloon, Powers, Pitre and Higgins LLC is a Registered Investment Advisory doing business as California Financial Advisors in San Ramon, California. CFA specializes in financial planning services, with an emphasis on retirement planning and wealth management. The company was founded in 1998, and now has over 1100 clients and $1 billion assets under management. |
|
| California Financial Advisors |
John |
Cordano |
Financial Advisor |
(925) 275-1000 |
WM |
Jcordano@calfinad.com |
info@calfinad.com |
2303 Camino Ramon #250 |
San Ramon |
CA |
94583 |
United States of America |
North America |
https://www.linkedin.com/in/johncordano/ |
|
1.998 |
|
|
https://www.linkedin.com/company/maloon-powers-pitre-&-higgins-llc/?originalSubdomain=ph |
http://calfinad.com/ |
Maloon, Powers, Pitre and Higgins LLC is a Registered Investment Advisory doing business as California Financial Advisors in San Ramon, California. CFA specializes in financial planning services, with an emphasis on retirement planning and wealth management. The company was founded in 1998, and now has over 1100 clients and $1 billion assets under management. |
|
| Callan Capital |
Trevor |
Callan |
Managing Partner |
(866) 912-4888 |
WM |
trevor@callancapital.com |
marketing@callancapital.com |
1250 Prospect Street, Suite 1 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/callancapital/ |
|
2.007 |
$705 million |
|
https://www.linkedin.com/company/callan-capital/ |
http://callancapital.com/ |
Callan Capital is an independent wealth management firm that offers financial planning and asset management solutions to affluent executives, entrepreneurs and their families. We began in 2007 as a continuation of the wealth management careers of brothers Trevor, Tim and Ryan Callan. Prior to Callan Capital, they spent 15 years at a large brokerage firm, though they felt that their clients could be better served through the fiduciary model, where the advisor is legally bound to act in the best interest of the client by providing independent, objective advice. |
|
| Callan Capital |
Tim |
Callan |
Managing Partner |
(866) 912-4888 |
WM |
tim@callancapital.com |
marketing@callancapital.com |
1250 Prospect Street, Suite 1 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/timcallan/ |
|
2.007 |
$705 million |
|
https://www.linkedin.com/company/callan-capital/ |
http://callancapital.com/ |
Callan Capital is an independent wealth management firm that offers financial planning and asset management solutions to affluent executives, entrepreneurs and their families. We began in 2007 as a continuation of the wealth management careers of brothers Trevor, Tim and Ryan Callan. Prior to Callan Capital, they spent 15 years at a large brokerage firm, though they felt that their clients could be better served through the fiduciary model, where the advisor is legally bound to act in the best interest of the client by providing independent, objective advice. |
|
| Callan Capital |
Ryan |
Callan |
Managing Partner |
(866) 912-4888 |
WM |
ryan@callancapital.com |
marketing@callancapital.com |
1250 Prospect Street, Suite 1 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/callancapital/ |
|
2.007 |
$705 million |
|
https://www.linkedin.com/company/callan-capital/ |
http://callancapital.com/ |
Callan Capital is an independent wealth management firm that offers financial planning and asset management solutions to affluent executives, entrepreneurs and their families. We began in 2007 as a continuation of the wealth management careers of brothers Trevor, Tim and Ryan Callan. Prior to Callan Capital, they spent 15 years at a large brokerage firm, though they felt that their clients could be better served through the fiduciary model, where the advisor is legally bound to act in the best interest of the client by providing independent, objective advice. |
|
| Calvert Wealth Management, Inc. |
John |
Stone |
Co- President, Vice President of Portfolio Management, Financial Advisor, and Financial Planner |
(301) 812-1550 |
WM |
john@calvertwealth.com |
news@calvertwealth.com |
3175 West Ward Road, Suite 120 |
Dunkirk |
MD |
29754 |
United States of America |
North America |
https://www.linkedin.com/in/john-t-stone-jr-113053aa/ |
|
1.998 |
$97 million |
|
https://www.linkedin.com/company/calvert-wealth-management-inc./about/ |
http://calvertwealthmanagement.com/ |
Calvert Wealth Management was founded on a very simple idea, to provide Financial Planning and Investment Management services to individuals and small businesses. Through these services, we help our clients reach their financial goals for the future, whatever they may be. For those individuals who have reached a certain level of success, we provide Wealth Management services to help them manage and enjoy their accumulated wealth. A simple idea mired in the complex world of finance, tax, and estate law. With over 35 years of experience, we bring a high level of expertise to the services we provide. |
|
| Calvert Wealth Management, Inc. |
Kelly |
Sheahan |
Co-President, Chief Compliance Officer, Vice President of Operations, Financial Advisor |
(301) 812-1550 |
WM |
kelly@CalvertWealth.com |
news@calvertwealth.com |
3175 West Ward Road, Suite 120 |
Dunkirk |
MD |
29754 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-sheahan-6690b3118/ |
|
1.998 |
$97 million |
|
https://www.linkedin.com/company/calvert-wealth-management-inc./about/ |
http://calvertwealthmanagement.com/ |
Calvert Wealth Management was founded on a very simple idea, to provide Financial Planning and Investment Management services to individuals and small businesses. Through these services, we help our clients reach their financial goals for the future, whatever they may be. For those individuals who have reached a certain level of success, we provide Wealth Management services to help them manage and enjoy their accumulated wealth. A simple idea mired in the complex world of finance, tax, and estate law. With over 35 years of experience, we bring a high level of expertise to the services we provide. |
|
| Cambridge Connection |
Pamela |
Landy |
Vice President and Senior Lead Advisor |
(248) 737-7090 ext. 101 |
WM |
pamela@cambridgeconnection.biz |
|
40950 Woodward Ave, Suite 140 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/pamela-landy-2863419/ |
|
1.972 |
|
|
|
https://www.cambridgeconnection.com/ |
Since 1972, Cambridge Connection, Inc. has provided comprehensive, fee-only financial advising to people in every stage of the financial life cycle. Our services include goal setting, tax planning & preparation, reviewing insurance needs & current insurance, asset allocation, education financing, estate planning, portfolio management, investment planning, and wealth management. |
|
| Cambridge Connection |
Bert |
Whitehead |
President, Senior Lead Advisor |
(248) 737-7090 Ext. 101 |
WM |
bert@cambridgeconnection.biz |
|
40950 Woodward Ave., Suite 140 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/bert-whitehead-94a0892/ |
|
1.972 |
$320M |
|
|
https://www.cambridgeconnection.com/ |
Since 1972, Cambridge Connection, Inc. has provided comprehensive, fee-only financial advising to people in every stage of the financial life cycle. Our services include goal setting, tax planning & preparation, reviewing insurance needs & current insurance, asset allocation, education financing, estate planning, portfolio management, investment planning, and wealth management. |
|
| Cambridge Connection |
Karin |
Jergovich |
Senior Associate |
(248) 737-7090 Ext. 101 |
WM |
karin@cambridgeconnection.biz |
|
40950 Woodward Ave., Suite 140 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/karin-jergovich-619a801b/ |
|
1.972 |
$320M |
|
|
https://www.cambridgeconnection.com/ |
Since 1972, Cambridge Connection, Inc. has provided comprehensive, fee-only financial advising to people in every stage of the financial life cycle. Our services include goal setting, tax planning & preparation, reviewing insurance needs & current insurance, asset allocation, education financing, estate planning, portfolio management, investment planning, and wealth management. |
|
| Cambridge Investment Research, Inc. |
Eric |
Schwartz |
Founder and Executive Chairman of the Board |
(877) 688-2369 |
WM |
eric.schwartz@cir2.com |
|
1776 Pleasant Plain Road |
Fairfield |
IA |
52556 |
United States of America |
North America |
https://www.linkedin.com/in/ericschwartz1/ |
|
1.981 |
$67.8 billion |
|
https://www.linkedin.com/company/cambridge-investment-research/ |
http://www.joincambridge.com/ |
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country. |
|
| Cambridge Investment Research, Inc. |
Kyle |
Selberg |
Chief Business Development Officer & Senior Vice President, Business Development |
(641) 472-5100 |
WM |
kyle.selberg@cir2.com |
|
1776 Pleasant Plain Road |
Fairfield |
IA |
52556-8757 |
United States of America |
North America |
https://www.linkedin.com/in/kyleselberg/ |
|
1.981 |
$67.8B |
|
https://www.linkedin.com/company/cambridge-investment-research/ |
http://www.joincambridge.com/ |
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country. |
|
| Cambridge Wealth Management |
Mit |
Lockrow |
Founder |
(518) 677-3781 |
WM |
mitlockrow@cwllc.com |
info@cwllc.com |
5 Washington Street, Suite 2 |
Cambridge |
NY |
12816 |
United States of America |
North America |
https://www.linkedin.com/in/mit-lockrow-cfp®-95b14bb3/ |
|
2.014 |
$36 million |
|
https://www.linkedin.com/company/cambridge-wealth-management/ |
http://www.cwllc.com/ |
Cambridge Wealth Management is a service focused financial advisory firm that helps individuals, families, and institutions solve complex financial matters, invest strategically, and pursue long-term goals. |
|
| Camden Asset Management, L.P. |
Scott |
Lange |
Partner and Portfolio Manager |
(310) 203-4200 |
WM |
|
solutions@camdenasset.com |
2029 Century Park East, Suite 2010 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/scott-lange-125824175/ |
|
1.991 |
$100M |
|
https://www.linkedin.com/company/camden-asset-management/ |
http://camdenasset.com/ |
Camden Asset Management, L.P. is an SEC-registered investment adviser founded in Los Angeles, CA in 1991. Camden primarily manages investment strategies that seek to add consistent excess returns over client selected benchmarks for our institutional investors. We are an independent, employee-owned firm offering transparency and a commitment to achieving our excess return objectives. |
|
| Camden Capital |
John |
Krambeer |
Founder, CEO |
(310) 727-0751 |
WM |
jkrambeer@camdencapital.com |
|
2301 Rosecrans Avenue, Suite 2110 |
El Segundo |
CA |
90245 |
United States of America |
North America |
https://www.linkedin.com/in/john-krambeer-a6b5799/ |
|
2.003 |
|
|
https://www.linkedin.com/company/camden-capital-management-llc/ |
https://www.camdencapital.com |
Camden Capital provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life. |
|
| Camden Capital |
Rich |
Bursek |
President & Partner |
(310) 725-0210 |
WM |
rbursek@camdencapital.com |
|
2301 Rosecrans Avenue, Suite 2110 |
El Segundo |
CA |
90245 |
United States of America |
North America |
https://www.linkedin.com/in/richbursek/ |
|
2.003 |
|
|
https://www.linkedin.com/company/camden-capital-management-llc/ |
https://www.camdencapital.com |
Camden Capital provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life. |
|
| Camden Capital |
Mark |
Udis |
Partner |
(310) 725-0210 |
WM |
mudis@camdencapital.com |
|
2301 Rosecrans Avenue, Suite 2110 |
El Segundo |
CA |
90245 |
United States of America |
North America |
https://www.linkedin.com/in/mark-udis-78409211/ |
|
2.003 |
|
|
https://www.linkedin.com/company/camden-capital-management-llc/ |
https://www.camdencapital.com |
Camden Capital provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life. |
|
| Camden Capital |
Constantine |
Hatzivassiliou |
Managing Director |
(561) 693-3255 |
WM |
constantine@camdencapital.com |
|
1295 US Highway 1 |
North Palm Beach |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/constantine-hatzivassiliou/ |
|
2.003 |
|
|
https://www.linkedin.com/company/camden-capital-management-llc/ |
https://www.camdencapital.com |
Camden Capital provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life. |
|
| Camden Capital |
Rita |
Soto |
Family Office Director |
(561) 693-3255 |
WM |
rsoto@camdencapital.com |
|
1295 US Highway 1 |
North Palm Beach |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/rita-soto-79468734/ |
|
2.003 |
|
|
https://www.linkedin.com/company/camden-capital-management-llc/ |
https://www.camdencapital.com |
Camden Capital provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life. |
|
| Camden Capital |
Jayson |
Brown |
Managing Director |
(561) 693-3255 |
WM |
JBrown@camdencapital.com |
|
1295 US Highway 1 |
North Palm Beach |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/jayson-brown-cfp®-4ab8227a/ |
|
2.003 |
|
|
https://www.linkedin.com/company/camden-capital-management-llc/ |
https://www.camdencapital.com |
Camden Capital provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life. |
|
| Camden Financial Management |
Randy |
Oldenburg |
President |
(480) 998-7786 |
WM |
randy@camdenmgmt.com |
ave6619@aol.com |
7337 E Doubletree Ranch Rd Ste 282 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/randy-oldenburg-291a207/ |
|
|
|
|
|
|
Camden Financial Management is a 25-year experienced, fee-only firm that works solely with individuals, addressing their investment management and financial planning needs. As opposed to the typical “team approach” where clients are relegated to a junior associate, Randy Oldenburg works directly with each client. |
|
| Camden Wealth Advisors |
Lena |
Stinston |
Managing Director |
(713) 341-5310 |
WM |
lstinson@camdenwealth.com |
|
1330 Post Oak Blvd, Suite 1200 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/lena-stinson-5520a94/ |
|
2.009 |
$157.7 million |
|
https://www.linkedin.com/company/camden-wealth-advisors/about/ |
http://www.camdenwealthadvisors.com/ |
Camden Wealth Advisors is a private, independent investment firm that provides comprehensive Financial Planning, Wealth Management and Family Office Services to individuals and families worldwide.
We are a unique alternative to traditional wealth management firms. Our firm focuses exclusively on private wealth management. We are solely committed to protecting and growing our client’s wealth. |
|
| Camden Wealth Advisors |
Alvaro |
Trullenque |
Managing Principal |
(713) 341-5310 |
WM |
atrullenque@camdenwealth.com |
|
1330 Post Oak Blvd, Suite 1200 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/alvarotrullenque/ |
|
2.009 |
$157.7 million |
|
https://www.linkedin.com/company/camden-wealth-advisors/about/ |
http://www.camdenwealthadvisors.com/ |
Camden Wealth Advisors is a private, independent investment firm that provides comprehensive Financial Planning, Wealth Management and Family Office Services to individuals and families worldwide.
We are a unique alternative to traditional wealth management firms. Our firm focuses exclusively on private wealth management. We are solely committed to protecting and growing our client’s wealth. |
|
| Campbell Financial Partners, LLC |
Kathleen |
Campbell |
Founder |
(239) 454-5333 |
WM |
kc@campbellfp.com |
|
17595 S. Tamiami Trail, Suite 220 |
Fort Myers |
FL |
33908 |
United States of America |
North America |
|
|
|
|
|
|
https://campbellfp.com/ |
Campbell Financial Partners is an SEC Registered Investment Adviser; as such, we maintain a fiduciary responsibility to our clients. In addition, we have elected to be compensated solely by our clients, never by commissions or referral fees. By offering fee-only services, we avoid potential conflicts of interest, real or perceived.
Our mission is to provide independent and objective financial advice and to help clients achieve their short-term and long-term financial goals. We have the ability to organize each client's financial issues and to simplify the financial planning and investment process. |
|
| Campbell Lee & Ross Investment Management |
Bruce |
Campbell |
President and Portfolio Manager |
(905) 469-4630 |
WM |
bcampbell@clrim.com |
|
1075 North Service Road West, Suite 200 |
Oakville |
ON |
L6M 2G2 |
Canada |
North America |
https://www.linkedin.com/in/bruce-campbell-024a084/ |
|
2.000 |
|
|
|
https://www.clrim.com/ |
Campbell, Lee & Ross Investment Management Inc. is an independent private wealth management firm founded in 2000, serving discerning clients from the Toronto, Oakville and Burlington communities. |
|
| Campbell Lee & Ross Investment Management |
Andrew |
Ross |
Partner, Vice President |
(905) 469-4630 |
WM |
aross@clrim.com |
|
1075 North Service Road West, Suite 200 |
Oakville |
ON |
L6M 2G2 |
Canada |
North America |
https://www.linkedin.com/in/andrew-ross-6422014a/ |
|
2.000 |
|
|
|
https://www.clrim.com/ |
Campbell, Lee & Ross Investment Management Inc. is an independent private wealth management firm founded in 2000, serving discerning clients from the Toronto, Oakville and Burlington communities. |
|
| Campbell Lee & Ross Investment Management |
Darren |
Sissons |
Partner |
(905) 469-4630 |
WM |
dsissons@clrim.com |
|
1075 North Service Road West, Suite 200 |
Oakville |
ON |
L6M 2G2 |
Canada |
North America |
https://www.linkedin.com/in/darren-sissons-a6373a/ |
|
2.000 |
|
|
|
https://www.clrim.com/ |
Campbell, Lee & Ross Investment Management Inc. is an independent private wealth management firm founded in 2000, serving discerning clients from the Toronto, Oakville and Burlington communities. |
|
| Canaccord Genuity Wealth Management |
Stuart |
Raftus |
President |
(416) 869-7368 |
WM |
stuart.raftus@canaccord.com |
|
161 Bay Street, Suite 3100 P.O. Box 516 |
Toronto |
ON |
M5J 2S1 |
Canada |
North America |
https://www.linkedin.com/in/stuartraftus/ |
|
1.950 |
|
|
https://www.linkedin.com/company/canaccord-financial/ |
https://www.canaccordgenuity.com/ |
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has wealth management offices located in Canada, the UK, Guernsey, Jersey, and the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. We are driven by your success. |
|
| Candriam Investors Group |
Naim |
Abou-Jaoude |
CEO |
|
WM |
naim.abou-jaoude@candriam.com |
|
200 Aldersgate Street |
London |
GB |
EC1A 4HD |
United Kingdom |
Europe |
https://www.linkedin.com/in/naïm-abou-jaoudé-3b491634/ |
|
|
|
|
https://www.linkedin.com/company/candriam |
https://www.candriam.com/ |
CANDRIAM is a European multi-specialist asset manager with a 20-year track record. CANDRIAM manages around EUR 125 billion of assets under management[1] as of the end of June 2019 with a team of more than 500 professionals. It operates management offices in Luxembourg, Brussels, Paris, and London, and has client representatives in more than 20 countries throughout continental Europe, the United Kingdom, the United States and the Middle East. CANDRIAM offers investment solutions in several key areas: bonds, equities, absolute performance strategies, and asset allocation. CANDRIAM is also a pioneer and leader in sustainable investments with, since 1996, a broad and innovative range covering all its asset classes. |
|
| Candriam Investors Group |
Shane |
McMahon |
SVP - US Institutional Business Development |
|
WM |
shane.mcmahon@candriam.com |
|
200 Aldersgate Street |
London |
GB |
EC1A 4HD |
United Kingdom |
Europe |
https://www.linkedin.com/in/shane-mcmahon-77b59410/ |
|
|
|
|
https://www.linkedin.com/company/candriam |
https://www.candriam.com/ |
CANDRIAM is a European multi-specialist asset manager with a 20-year track record. CANDRIAM manages around EUR 125 billion of assets under management[1] as of the end of June 2019 with a team of more than 500 professionals. It operates management offices in Luxembourg, Brussels, Paris, and London, and has client representatives in more than 20 countries throughout continental Europe, the United Kingdom, the United States and the Middle East. CANDRIAM offers investment solutions in several key areas: bonds, equities, absolute performance strategies, and asset allocation. CANDRIAM is also a pioneer and leader in sustainable investments with, since 1996, a broad and innovative range covering all its asset classes. |
|
| Candriam Investors Group |
Vincent |
Hamelink |
Chief Investment Officer |
|
WM |
vincent.hamelink@candriam.com |
|
200 Aldersgate Street |
London |
GB |
EC1A 4HD |
United Kingdom |
Europe |
https://www.linkedin.com/in/vincent-hamelink-59a41a90/ |
|
|
|
|
https://www.linkedin.com/company/candriam |
https://www.candriam.com/ |
CANDRIAM is a European multi-specialist asset manager with a 20-year track record. CANDRIAM manages around EUR 125 billion of assets under management[1] as of the end of June 2019 with a team of more than 500 professionals. It operates management offices in Luxembourg, Brussels, Paris, and London, and has client representatives in more than 20 countries throughout continental Europe, the United Kingdom, the United States and the Middle East. CANDRIAM offers investment solutions in several key areas: bonds, equities, absolute performance strategies, and asset allocation. CANDRIAM is also a pioneer and leader in sustainable investments with, since 1996, a broad and innovative range covering all its asset classes. |
|
| Cannon Wealth Solutions |
Robert |
Cannon |
Managing Director |
(917) 991-2945 |
WM |
robert@cannonwealthsolutions.com |
robert@cannonwealthsolutions.com |
600 Mamaroneck Ave., Suite 400 |
Harrison |
NY |
10528 |
United States of America |
North America |
https://www.linkedin.com/in/robert-cannon-aifa®-5457b9102/ |
|
2.020 |
|
wallsttrader2001@yahoo.com |
https://www.linkedin.com/company/cannon-wealth-solutions/ |
https://cannonwealthsolutions.com/ |
Robert Cannon, AIFA is a fiduciary financial advisor. A fiduciary financial advisor is held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Foundations Investment Advisors, an SEC Registered Investment Advisor that specializes in building actively managed investment portfolios based on your goals and objectives. |
|
| Canon Capital |
Peter |
Roland |
Owner & Managing Director of Wealth Management & Family Office Services |
(215) 723-4881 |
WM |
proland@canoncapital.com |
|
484 Harleysville Pike, P.O. Box 228 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/peter-roland-phd-aifa-cfp-cpa-6571b114/ |
|
1.987 |
|
|
https://www.linkedin.com/company/canon-capital-management-group-llc/ |
https://www.canoncapital.com/ |
Canon Capital Management Group, LLC (Canon Capital) provides integrated financial and business services to businesses, individuals, government entities and non-profit enterprises.
Canon Capital has built a large base of satisfied clients that trust our competent and capable professionals with their estate planning, financial planning, investments, tax reporting, payroll, technology and business consulting needs. |
|
| Canon Capital |
Marissa |
Illingworth |
Investment Advisor |
(215) 723-4881 Ext. 205 |
WM |
millingworth@canoncapital.com |
|
484 Harleysville Pike, P.O. Box 228 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/marissa-illingworth-49ba81b9/ |
|
1.987 |
|
|
https://www.linkedin.com/company/canon-capital-management-group-llc/ |
https://www.canoncapital.com/ |
Canon Capital Management Group, LLC (Canon Capital) provides integrated financial and business services to businesses, individuals, government entities and non-profit enterprises.
Canon Capital has built a large base of satisfied clients that trust our competent and capable professionals with their estate planning, financial planning, investments, tax reporting, payroll, technology and business consulting needs. |
|
| Canon Capital |
Patricia |
Webb |
Owner & Director of Wealth Management Services |
(215) 723-4881 |
WM |
pwebb@canoncapital.com |
|
484 Harleysville Pike, P.O. Box 228 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/patricia-webb-aif®-c-k-p®-aams®-82360a17/ |
|
1.987 |
|
|
https://www.linkedin.com/company/canon-capital-management-group-llc/ |
https://www.canoncapital.com/ |
Canon Capital Management Group, LLC (Canon Capital) provides integrated financial and business services to businesses, individuals, government entities and non-profit enterprises.
Canon Capital has built a large base of satisfied clients that trust our competent and capable professionals with their estate planning, financial planning, investments, tax reporting, payroll, technology and business consulting needs. |
|
| Canon Capital |
Roger |
Small |
Senior Investment Advisor |
(215) 723-4881 |
WM |
rsmall@canoncapital.com |
|
484 Harleysville Pike, P.O. Box 228 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/roger-small-315b5b17/ |
|
1.987 |
|
|
https://www.linkedin.com/company/canon-capital-management-group-llc/ |
https://www.canoncapital.com/ |
Canon Capital Management Group, LLC (Canon Capital) provides integrated financial and business services to businesses, individuals, government entities and non-profit enterprises.
Canon Capital has built a large base of satisfied clients that trust our competent and capable professionals with their estate planning, financial planning, investments, tax reporting, payroll, technology and business consulting needs. |
|
| Canterbury Consulting |
Adele |
Berwanger |
Managing Director |
(949) 718-2230 |
WM |
aberwanger@canterburyconsulting.com |
|
610 Newport Center Drive, Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/adele-berwanger-9a587414/ |
|
1.988 |
$16,610 million |
|
https://www.linkedin.com/company/canterbury-consulting/ |
https://www.canterburyconsulting.com/ |
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA, overseeing $22.8 billion in assets as of June 30, 2019. Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s specific goals. Canterbury acts as the investment office for its diverse clientele and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury strives to deliver performance and service that exceeds client needs and expectations. |
|
| Canterbury Consulting |
Debashis |
Chowdhury |
President |
(949) 718-2215 |
WM |
dchowdhury@canterburyconsulting.com |
|
610 Newport Center Drive, Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/debashischowdhury/ |
|
1.988 |
$16,610 million |
|
https://www.linkedin.com/company/canterbury-consulting/ |
https://www.canterburyconsulting.com/ |
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA, overseeing $22.8 billion in assets as of June 30, 2019. Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s specific goals. Canterbury acts as the investment office for its diverse clientele and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury strives to deliver performance and service that exceeds client needs and expectations. |
|
| Canterbury Consulting |
Mike |
Ethridge |
COO |
(949) 721-9580 |
WM |
methridge@canterburyconsulting.com |
|
610 Newport Center Drive, Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/mikeethridge/ |
|
1.988 |
$16,610 million |
|
https://www.linkedin.com/company/canterbury-consulting/ |
https://www.canterburyconsulting.com/ |
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA, overseeing $22.8 billion in assets as of June 30, 2019. Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s specific goals. Canterbury acts as the investment office for its diverse clientele and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury strives to deliver performance and service that exceeds client needs and expectations. |
|
| Canterbury Consulting |
Michael |
Laven |
CEO |
(949) 718-2227 |
WM |
mlaven@canterburyconsulting.com |
|
610 Newport Center Drive, Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/michael-laven-91684129/ |
|
1.988 |
$16,610 million |
|
https://www.linkedin.com/company/canterbury-consulting/ |
https://www.canterburyconsulting.com/ |
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA, overseeing $22.8 billion in assets as of June 30, 2019. Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s specific goals. Canterbury acts as the investment office for its diverse clientele and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury strives to deliver performance and service that exceeds client needs and expectations. |
|
| Canterbury Consulting |
JD |
Montgomery |
Managing Director |
(949) 718-2252 |
WM |
jd@canterburyconsulting.com |
|
610 Newport Center Drive, Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/jd-montgomery-6161341b/ |
|
1.988 |
$16,610 million |
|
https://www.linkedin.com/company/canterbury-consulting/ |
https://www.canterburyconsulting.com/ |
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA, overseeing $22.8 billion in assets as of June 30, 2019. Canterbury provides consulting services to tax-exempt organizations — including community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s specific goals. Canterbury acts as the investment office for its diverse clientele and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury strives to deliver performance and service that exceeds client needs and expectations. |
|
| Cantor Fitzgerald Wealth Partners, LLC |
Stephen |
Merkel |
Executive Managing Director, General Counsel |
(212) 938-5000 |
WM |
smerkel@cantor.com |
|
110 East 59th Street |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.945 |
|
|
https://www.linkedin.com/company/cantor-fitzgerald/ |
https://www.cantor.com/ |
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. |
|
| Cantor Fitzgerald Wealth Partners, LLC |
Mark |
Kaplan |
Senior Managing Director, COO |
(212) 938-5000 |
WM |
mark.kaplan@cantor.com |
|
110 East 59th Street |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/mark-kaplan-14651931/ |
|
1.945 |
|
|
https://www.linkedin.com/company/cantor-fitzgerald/ |
https://www.cantor.com/ |
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. |
|
| Cantor Fitzgerald Wealth Partners, LLC |
Steven |
Bisgay |
Executive Managing Director |
(212) 938-5000 |
WM |
sbisgay@cantor.com |
|
110 East 59th Street |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/steve-bisgay-a923242/ |
|
1.945 |
|
|
https://www.linkedin.com/company/cantor-fitzgerald/ |
https://www.cantor.com/ |
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. |
|
| Cantor Fitzgerald Wealth Partners, LLC |
James |
Buccola |
Senior Managing Director, Head of Fixed Income |
(212) 938-5000 |
WM |
james.buccola@cantor.com |
|
110 East 59th Street |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.945 |
|
|
https://www.linkedin.com/company/cantor-fitzgerald/ |
https://www.cantor.com/ |
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. |
|
| Cantor Fitzgerald Wealth Partners, LLC |
Sage |
Kelly |
Senior Managing Director, Head of Investment Banking |
(212) 938-5000 |
WM |
sage.kelly@cantor.com |
|
110 East 59th Street |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.945 |
|
|
https://www.linkedin.com/company/cantor-fitzgerald/ |
https://www.cantor.com/ |
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. |
|
| Capco |
Lance |
Levy |
Global CEO |
(212) 284-8600 |
WM |
lance.levy@capco.com |
enquiries@capco.com |
77 Water Street 10th Floor |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/lance-levy-4185887/ |
|
1.998 |
$133 million |
|
https://www.linkedin.com/company/capco/about/ |
https://www.capco.com/ |
Capco is a global management consultancy with a focus in financial services including banking and payments, capital markets, wealth and asset management, and insurance, plus a dedicated energy division. We combine innovative thinking with unrivalled industry knowledge to deliver business consulting, digital, technology and transformational services. Our collaborative and efficient approach helps clients reduce costs, manage risk and regulatory change while increasing revenues. |
|
| Capco |
Dimitris |
Staikos |
COO |
(212) 284-8600 |
WM |
dimitris.staikos@capco.com |
enquiries@capco.com |
77 Water Street 10th Floor |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/dstaikos1/ |
|
1.998 |
$133 million |
|
https://www.linkedin.com/company/capco/about/ |
https://www.capco.com/ |
Capco is a global management consultancy with a focus in financial services including banking and payments, capital markets, wealth and asset management, and insurance, plus a dedicated energy division. We combine innovative thinking with unrivalled industry knowledge to deliver business consulting, digital, technology and transformational services. Our collaborative and efficient approach helps clients reduce costs, manage risk and regulatory change while increasing revenues. |
|
| Capco |
Darren |
Fox-Kirkham |
Partner and CFO |
(212) 284-8600 |
WM |
darren.fox-kirkham@capco.com |
enquiries@capco.com |
77 Water Street 10th Floor |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/darren-fox-kirkham-b96a2020/ |
|
1.998 |
$133 million |
|
https://www.linkedin.com/company/capco/about/ |
https://www.capco.com/ |
Capco is a global management consultancy with a focus in financial services including banking and payments, capital markets, wealth and asset management, and insurance, plus a dedicated energy division. We combine innovative thinking with unrivalled industry knowledge to deliver business consulting, digital, technology and transformational services. Our collaborative and efficient approach helps clients reduce costs, manage risk and regulatory change while increasing revenues. |
|
| Capco Asset Management, LLC |
William |
Harrell Jr |
Principal and Research Analyst |
(813)805-0777 |
WM |
will@capcovalue.com |
|
101 East Kennedy Blvd., Suite 1425 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/william-harrell-jr-192276101/ |
|
|
|
|
|
https://capcovalue.com/ |
Capco Asset Management is a registered investment advisor providing investment management to high net worth individuals and entities. |
|
| Capco Asset Management, LLC |
Christopher |
Harrell |
Principal and Research Analyst |
(813)805-0777 |
WM |
chris@capcovalue.com |
|
101 East Kennedy Blvd., Suite 1425 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-harrell-cfa-225750101/ |
|
|
|
|
|
https://capcovalue.com/ |
Capco Asset Management is a registered investment advisor providing investment management to high net worth individuals and entities. |
|
| Capco Asset Management, LLC |
Paul |
Lind |
Partner and COO |
(813)805-0777 |
WM |
paul@capcovalue.com |
|
101 East Kennedy Blvd., Suite 1425 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/paul-lind-a4483715/ |
|
|
|
|
|
https://capcovalue.com/ |
Capco Asset Management is a registered investment advisor providing investment management to high net worth individuals and entities. |
|
| Capco Asset Management, LLC |
Nicholas |
Appelo |
Partner and Research Analyst |
(813)805-0777 |
WM |
nappelo@capcovalue.com |
|
101 East Kennedy Blvd, Suite 1425 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-appelo-97a6333a/ |
|
|
|
|
|
https://capcovalue.com/ |
Capco Asset Management is a registered investment advisor providing investment management to high net worth individuals and entities. |
|
| Capital A Wealth Management, LLC |
David |
Domenick Jr |
Managing Partner |
(724) 658-4211 |
WM |
ddomenick@capitalainvestments.com |
info@capitalainvestments.com |
8050 Rowan Road, Suite 402 |
Cranberry Township |
PA |
16066 |
United States of America |
North America |
https://www.linkedin.com/in/financialprofessionaldd/ |
|
2.015 |
|
|
https://www.linkedin.com/company/capital-a-financial-insurance-associates/ |
https://capitalainvestments.com/ |
At Capital A Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals. |
|
| Capital A Wealth Management, LLC |
Joseph |
Palimino |
Managing Partner |
(724) 658-4211 |
WM |
jpalimino@capitalainvestments.com |
info@capitalainvestments.com |
8050 Rowan Road, Suite 402 |
Cranberry Township |
PA |
16066 |
United States of America |
North America |
https://www.linkedin.com/in/financialprofessionaljp/ |
|
2.015 |
|
|
https://www.linkedin.com/company/capital-a-financial-insurance-associates/ |
https://capitalainvestments.com/ |
At Capital A Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals. |
|
| Capital A Wealth Management, LLC |
Michael |
Richards Jr |
Managing Partner |
(724) 658-4211 |
WM |
mrichards@capitalainvestments.com |
info@capitalainvestments.com |
8050 Rowan Road, Suite 402 |
Cranberry Township |
PA |
16066 |
United States of America |
North America |
https://www.linkedin.com/in/financialprofessionalmdr/ |
|
2.015 |
|
|
https://www.linkedin.com/company/capital-a-financial-insurance-associates/ |
https://capitalainvestments.com/ |
At Capital A Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals. |
|
| Capital A Wealth Management, LLC |
Brandon |
Domenick |
Managing Partner |
(724) 658-4211 |
WM |
bdomenick@capitalainvestments.com |
info@capitalainvestments.com |
8050 Rowan Road, Suite 402 |
Cranberry Township |
PA |
16066 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-domenick-6810a2b1/ |
|
2.015 |
|
|
https://www.linkedin.com/company/capital-a-financial-insurance-associates/ |
https://capitalainvestments.com/ |
At Capital A Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals. |
|
| Capital Advisors Inc. |
Bryan |
Goetz |
President |
(314) 434-3800 |
WM |
bgoetz@capitaladvisors.biz |
kmobley@capitaladvisors.biz |
1065 Executive Parkway, Suite 205 |
St. Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-goetz-65517713/ |
|
1.996 |
$1.8B |
|
|
http://www.capitaladvisors.biz/ |
Capital Advisors, Inc. was founded in 1996 as a full-service, independent firm specializing in business valuation including the valuation of closely-held business interests and investment banking services as a mid-market intermediary. We are committed to the highest level of service to our clients. |
|
| Capital Advisors Inc. |
Patrick |
Cooney |
Vice President |
(314) 434-3800 |
WM |
pcooney@capitaladvisors.biz |
kmobley@capitaladvisors.biz |
1065 Executive Parkway, Suite 205 |
St. Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-cooney-4a2364b/ |
|
1.996 |
$1.8B |
|
|
http://www.capitaladvisors.biz/ |
Capital Advisors, Inc. was founded in 1996 as a full-service, independent firm specializing in business valuation including the valuation of closely-held business interests and investment banking services as a mid-market intermediary. We are committed to the highest level of service to our clients. |
|
| Capital Advisory Group, Inc. |
James |
Hopson Jr |
President, CEO and Founder |
(972) 770-4840 |
WM |
Jim@CAGWM.com |
jhopson@cagwm.com |
5151 Belt Line Road Suite 1250 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/jim-hopson-cpa-cfp®-2a344a15/ |
|
1.990 |
|
|
https://www.linkedin.com/company/capital-advisory-group-inc. |
http://www.cagwm.com/ |
Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely held businesses.
Through our strategic partners and exceptional employees, we combine the global reach, financial acumen, and research expertise of an institutional investment firm with the personal service and responsiveness of a small boutique firm. |
|
| Capital Advisory Group, Inc. |
Justin |
Morgan |
Director, Invetments & Client Services |
(972) 770-4840 |
WM |
Justin@CAGWM.com |
jhopson@cagwm.com |
5151 Belt Line Road Suite 1250 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/justin-morgan-cfp®-423466a/ |
|
1.990 |
|
|
https://www.linkedin.com/company/capital-advisory-group-inc. |
http://www.cagwm.com/ |
Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely held businesses.
Through our strategic partners and exceptional employees, we combine the global reach, financial acumen, and research expertise of an institutional investment firm with the personal service and responsiveness of a small boutique firm. |
|
| Capital Asset Advisors LLC |
Scott |
Koesterer |
Managing Partner |
(602) 274-6432 |
WM |
scott@capassetadv.com |
|
2850 E. Camelback Rd, Suite 200 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/scott-r-koesterer-cfp®-chfc®-5b00958/ |
|
2.005 |
$39.7M |
|
|
https://capassetadv.com/ |
Capital Asset Advisors, a wealth management and financial planning firm. Capital Asset Advisors works with high net worth Individuals and families as well as businesses and entrepreneurs helping them reach their financial goals and dreams. |
|
| Capital Asset Advisors LLC |
Charles |
Hirlinger |
Managing Partner |
(602) 274-6432 |
WM |
chuck@capassetadv.com |
|
2850 E. Camelback Rd, Suite 200 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
2.005 |
$39.7M |
|
|
https://capassetadv.com/ |
Capital Asset Advisors, a wealth management and financial planning firm. Capital Asset Advisors works with high net worth Individuals and families as well as businesses and entrepreneurs helping them reach their financial goals and dreams. |
|
| Capital Financial Planning |
Todd |
Slingerland |
President and CEO |
(518) 867-4000 x105 |
WM |
todd@4cfp.net |
info@4cfp.net |
6 Tower Place |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/todd-slingerland-a1779a19/ |
|
|
|
|
https://www.linkedin.com/company/capital-financial-planning |
http://www.capitalfinancialplanning.net/ |
Capital Financial Planning is a distinctive place to do business. We are large enough to be effective but small enough to provide a highly personalized client experience, offering hometown service and national reach. |
|
| Capital Financial Planning |
Clare |
Mertz |
EVP |
(518) 867-4000 x104 |
WM |
clare@4cfp.net |
info@4cfp.net |
6 Tower Place |
Albany |
NY |
12203 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/capital-financial-planning |
http://www.capitalfinancialplanning.net/ |
Capital Financial Planning is a distinctive place to do business. We are large enough to be effective but small enough to provide a highly personalized client experience, offering hometown service and national reach. |
|
| Capital Financial Solutions, LLC |
David |
Kluksal |
Financial Advisor |
(208) 629-4660 |
WM |
dkluksdal@cfsboise.com |
info@cfsboise.com |
6663 North Glenwood Street |
Boise |
ID |
83714 |
United States of America |
North America |
https://www.linkedin.com/in/david-d-kluksdal-77017117/ |
|
2.009 |
|
|
|
https://www.cfsboise.com/ |
Capital Financial Solutions is committed to helping people pursue their financial goals. As an independent firm, we have access to a wide range of financial products and services to individuals and business owners. We believe the information we provide will better enable you to identify your goals and make sound decisions to help reach them. We are an independent branch office of Cetera Advisor Networks, LLC a full-service financial firm. What does that mean for you? It means that the innovative vision, dedicated staff and exceptional customer service offered by Cetera provides our office with the support and tools they need to focus on what they do best – serve you, our client. |
|
| Capital Financial Solutions, LLC |
Mark |
Rupp |
Wealth Manager |
(208) 629-4660 |
WM |
mrupp@cfsboise.com |
info@cfsboise.com |
6663 North Glenwood Street |
Boise |
ID |
83714 |
United States of America |
North America |
https://www.linkedin.com/in/mark-rupp-8a031935/ |
|
2.009 |
|
|
|
https://www.cfsboise.com/ |
Capital Financial Solutions is committed to helping people pursue their financial goals. As an independent firm, we have access to a wide range of financial products and services to individuals and business owners. We believe the information we provide will better enable you to identify your goals and make sound decisions to help reach them. We are an independent branch office of Cetera Advisor Networks, LLC a full-service financial firm. What does that mean for you? It means that the innovative vision, dedicated staff and exceptional customer service offered by Cetera provides our office with the support and tools they need to focus on what they do best – serve you, our client. |
|
| Capital Financial Solutions, LLC |
Stephen |
Stech |
Co-Founder & President |
(208) 629-4660 |
WM |
sstech@cfsboise.com |
info@cfsboise.com |
6663 North Glenwood Street |
Boise |
ID |
83714 |
United States of America |
North America |
https://www.linkedin.com/in/steve-stech-b601703/ |
|
2.009 |
|
|
|
https://www.cfsboise.com/ |
Capital Financial Solutions is committed to helping people pursue their financial goals. As an independent firm, we have access to a wide range of financial products and services to individuals and business owners. We believe the information we provide will better enable you to identify your goals and make sound decisions to help reach them. We are an independent branch office of Cetera Advisor Networks, LLC a full-service financial firm. What does that mean for you? It means that the innovative vision, dedicated staff and exceptional customer service offered by Cetera provides our office with the support and tools they need to focus on what they do best – serve you, our client. |
|
| Capital Group |
Tim |
Armour |
Chairman and CEO |
(800) 421-8511 |
WM |
tim.armour@capgroup.com |
ist@capgroup.com |
333 South Hope Street |
Los Angeles |
CA |
90071 |
United States of America |
North America |
|
|
1.931 |
|
|
https://www.linkedin.com/company/capital-group |
https://www.capitalgroup.com/ |
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.
Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing. |
|
| Capital Group |
Matt |
O'Connor |
President and CEO of North American Distribution |
(800) 421-8511 |
WM |
matt.oconnor@capgroup.com |
ist@capgroup.com. |
333 South Hope Street |
Los Angeles |
CA |
90071 |
United States of America |
North America |
https://www.linkedin.com/in/matthewpoconnor/ |
|
1.931 |
|
|
https://www.linkedin.com/company/capital-group |
https://www.capitalgroup.com/ |
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.
Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing. |
|
| Capital Guidance SA |
Dan |
Blatt |
Vice President - Investments |
41 227 367 666 |
WM |
daniel.blatt@guidancefinancial.com |
info@capitalguidance.com |
23 rue Ferdinand-Hodler, P.O. Box 6245 |
Geneva 6 |
|
1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/daniel-blatt-991b24/ |
|
|
$3.9B |
|
https://www.linkedin.com/company/capital-guidance/about/ |
http://www.capitalguidance.com/ |
Privately-owned investment company with significant interests in North America, Europe, Asia and Africa. Our activities cover two main areas: long-term investments in selected businesses run by outstanding managers, and the pro-active management of an extensive portfolio of financial investments. |
|
| Capital Management Group of New York |
Thomas |
Mingone |
Founder & Managing Partner |
(845) 638-6669 |
WM |
tmingone@cmgnewyork.com |
|
114 West 47th Street, Suite 1820 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-mingone-73a24635/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/the-capital-management-group-of-new-york/ |
https://www.cmgnewyork.com/ |
CMG is an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. |
|
| Capital Management Group of New York |
Donna |
Nadler |
Senior Partner |
(212) 309-9898 |
WM |
dnadler@cmgnewyork.com |
|
114 West 47th Street, Suite 1820 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/donna-b-nadler-6087b850/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/the-capital-management-group-of-new-york/ |
https://www.cmgnewyork.com/ |
CMG is an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. |
|
| Capital Management Group of New York |
William |
Galvin |
Partner |
(212) 309-9898 |
WM |
wgalvin@cmgnewyork.com |
|
114 West 47th Street, Suite 1820 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/william-galvin-cfp®-9257b34a/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/the-capital-management-group-of-new-york/ |
https://www.cmgnewyork.com/ |
CMG is an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. |
|
| Capital Management Group of New York |
Richard |
Browne |
Partner |
(845) 201-5064 |
WM |
rbrowne@cmgnewyork.com |
|
114 West 47th Street, Suite 1820 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/rich-browne-cfp®-ricp®-9b7b768/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/the-capital-management-group-of-new-york/ |
https://www.cmgnewyork.com/ |
CMG is an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. |
|
| Capital Management Group of New York |
John |
Galvin |
Partner |
(212) 309-9898 |
WM |
jgalvin@cmgnewyork.com |
|
114 West 47th Street, Suite 1820 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/john-galvin-cfp®-277b3b23/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/the-capital-management-group-of-new-york/ |
https://www.cmgnewyork.com/ |
CMG is an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. |
|
| Capital Management Group of New York |
Scott |
Moulton |
Partner |
(203) 306-5172 |
WM |
smoulton@cmgnewyork.com |
|
114 West 47th Street, Suite 1820 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/scottgmoulton/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/the-capital-management-group-of-new-york/ |
https://www.cmgnewyork.com/ |
CMG is an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. |
|
| Capital V Group |
Arvind |
Ven |
Founder and CEO |
Office: (408) 725-7122
Mobile: 408-663-1039 |
WM |
arvind.ven@lpl.com |
|
19925 Stevens Creek Blvd., Suite 100 |
Cupertino |
CA |
95014 |
United States of America |
North America |
https://www.linkedin.com/in/arvindven/ |
|
|
|
|
|
https://www.capitalvgroup.com/ |
Capital V Group is a San Francisco bay area and Silicon Valley based wealth management firm located in Cupertino, California. We serve clients throughout the San Francisco Bay Area and beyond. Our goal is to understand your financial planning and retirement needs, developing customized strategies to help you plan for a sound financial future. Our advisors excel in breaking down complex financial concepts into step-by-step recommendations tailored to your situation. |
|
| Capital Wealth Management |
Sean |
McGrath |
President |
(800) 435-3550 |
WM |
sean@capital-wm.com |
info@capital-wm.com |
19600 Fairchild Rd, Suite 140 |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/seanmcgrathadvisor/ |
|
2.012 |
$346 million |
|
https://www.linkedin.com/company/capital-wm |
http://capital-wm.com/ |
Capital Wealth Management provides independent financial advisory services to clients. Capital Wealth Management has been recognized in Worth Magazine, as well as the Five Star Professional Wealth Manager for the past 3 years, recognizing our committment to our clients and our extensive ability to help navigate any type of market conditions. |
|
| Capri Investment Group |
Quintin |
Primo III |
Chairman and CEO |
(312) 573-5300 |
WM |
qprimo@capri.global |
|
875 North Michigan Avenue, Suite 3235 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/quintin-e-primo-iii-a90b4718/ |
|
1.992 |
|
|
https://www.linkedin.com/company/capri-capital-partners/ |
https://capri.global/ |
Capri Investment Group, LLC is a multi-billion dollar SEC-registered investment management firm that offers thoughtful and creative solutions to the investment needs of our clients. Founded in 1992 as a structured capital provider to a severely constrained commercial real estate market, Capri has grown into a diversified investment manager with expertise in urban multifamily and multifamily-dominant mixed-use real estate. Capri seeks investment opportunities in markets that are underserved or imbalanced with respect to capital availability or real estate demand and supply fundamentals. This includes urban communities, both domestic and international, that may be ignored by traditional institutional investors. |
|
| Capri Investment Group |
Gwendolyn |
Hatten Butler |
President and COO |
(312) 573-5300 |
WM |
gbutler@capri.global |
|
875 North Michigan Avenue, Suite 3235 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/gwendolyn-hatten-butler-87235810/ |
|
1.992 |
|
|
https://www.linkedin.com/company/capri-capital-partners/ |
https://capri.global/ |
Capri Investment Group, LLC is a multi-billion dollar SEC-registered investment management firm that offers thoughtful and creative solutions to the investment needs of our clients. Founded in 1992 as a structured capital provider to a severely constrained commercial real estate market, Capri has grown into a diversified investment manager with expertise in urban multifamily and multifamily-dominant mixed-use real estate. Capri seeks investment opportunities in markets that are underserved or imbalanced with respect to capital availability or real estate demand and supply fundamentals. This includes urban communities, both domestic and international, that may be ignored by traditional institutional investors. |
|
| Capri Investment Group |
Ann |
Mastic |
CFO |
(312) 573-5300 |
WM |
amastic@capri.global |
|
875 North Michigan Avenue, Suite 3235 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/ann-mastic-8a1aa3b2/ |
|
1.992 |
|
|
https://www.linkedin.com/company/capri-capital-partners/ |
https://capri.global/ |
Capri Investment Group, LLC is a multi-billion dollar SEC-registered investment management firm that offers thoughtful and creative solutions to the investment needs of our clients. Founded in 1992 as a structured capital provider to a severely constrained commercial real estate market, Capri has grown into a diversified investment manager with expertise in urban multifamily and multifamily-dominant mixed-use real estate. Capri seeks investment opportunities in markets that are underserved or imbalanced with respect to capital availability or real estate demand and supply fundamentals. This includes urban communities, both domestic and international, that may be ignored by traditional institutional investors. |
|
| CapRock Wealth Advisors |
Christian |
Bridges |
President & CEO |
(817) 484-9800 |
WM |
christian.bridges@caprockwa.com |
info@caprockwa.com |
1200 Summit Avenue, Suite 780 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/jchristianbridges/ |
|
2.012 |
|
|
https://www.linkedin.com/company/caprockwealthadvisors/ |
http://www.caprockwa.com/ |
CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support. |
|
| CapRock Wealth Advisors |
Larry |
Brunell |
Wealth Advisor |
(817) 484-9800 |
WM |
Larry.Brunell@caprockwa.com |
info@caprockwa.com |
1200 Summit Avenue, Suite 780 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/larry-brunell-9422782/ |
|
2.012 |
|
|
https://www.linkedin.com/company/caprockwealthadvisors/ |
http://www.caprockwa.com/ |
CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support. |
|
| CapRock Wealth Advisors |
Jessyca |
Miller |
Wealth Advisor |
(817) 484-9800 |
WM |
Jessyca.Miller@caprockwa.com |
info@caprockwa.com |
1200 Summit Avenue, Suite 780 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/jessyca-miller-68828a104/ |
|
2.012 |
|
|
https://www.linkedin.com/company/caprockwealthadvisors/ |
http://www.caprockwa.com/ |
CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support. |
|
| CapRock Wealth Advisors |
Tyler |
Maness |
Wealth Advisor |
(817) 484-9800 |
WM |
Tyler.Maness@caprockwa.com |
info@caprockwa.com |
1200 Summit Avenue, Suite 780 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
http://www.linkedin.com/in/tyler-maness/ |
|
2.012 |
|
|
https://www.linkedin.com/company/caprockwealthadvisors/ |
http://www.caprockwa.com/ |
CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support. |
|
| CapRock Wealth Advisors |
Heather |
Bridges |
Vice President Licensed Administrative Assistant |
(817) 484-9800 |
WM |
Heather.Bridges@caprockwa.com |
info@caprockwa.com |
1200 Summit Avenue, Suite 780 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/heather-bridges-5558187/ |
|
2.012 |
|
|
https://www.linkedin.com/company/caprockwealthadvisors/ |
http://www.caprockwa.com/ |
CapRock Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. By seeking to help families and small to mid-sized businesses work toward financial independence through innovative wealth management strategies, we strive to put our clients’ needs first, delivering objective and comprehensive service and support. |
|
| Capstone Asset Management |
Glenn |
Murray |
President & Chief Investment Officer |
(604) 546-1500 |
WM |
glenn@capstoneassets.ca |
info@capstoneassets.ca |
Suite 318 20353 64th Ave (second floor) |
Langley |
BC |
V2Y 1N5 |
Canada |
North America |
https://www.linkedin.com/in/glenn-murray-cfa-0850414/ |
|
2.004 |
|
|
https://www.linkedin.com/company/capstone-asset-management-inc./ |
https://www.capstoneassets.ca/ |
Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional Investment Strategies to Dealers and Portfolio Managers. |
|
| Capstone Asset Management |
Stephen |
Smith |
Portfolio Manager & CCO |
(604) 546-1500 |
WM |
stephen@capstoneassets.ca |
compliance@capstoneassets.ca |
Suite 318 20353 64th Ave (second floor) |
Langley |
BC |
V2Y 1N5 |
Canada |
North America |
https://www.linkedin.com/in/stephen-smith-108a78109/ |
|
2.004 |
|
|
https://www.linkedin.com/company/capstone-asset-management-inc./ |
https://www.capstoneassets.ca/ |
Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional Investment Strategies to Dealers and Portfolio Managers. |
|
| CAPTRUST Financial Advisors |
John |
Appleby |
Managing Director, Project Management & Acquisitions |
(919) 870-6822 |
WM |
john.appleby@captrustadvisors.com |
info@captrustadvisors.com |
4208 Six Forks Road Suite 1700 |
Raleigh |
NC |
27609 |
United States of America |
North America |
https://www.linkedin.com/in/applebyjohn/ |
|
2.010 |
$248 billion |
|
https://www.linkedin.com/company/captrust/ |
https://www.captrustadvisors.com/ |
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. |
|
| CAPTRUST Financial Advisors |
Ben |
Goldstein |
COO, Head of Business Operations Group |
(919) 870-6822 |
WM |
Ben.Goldstein@captrustadvisors.com |
info@captrustadvisors.com |
4208 Six Forks Road Suite 1700 |
Raleigh |
NC |
27609 |
United States of America |
North America |
https://www.linkedin.com/in/ben-goldstein-8a1ab16/ |
|
2.010 |
$248 billion |
|
https://www.linkedin.com/company/captrust/ |
https://www.captrustadvisors.com/ |
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. |
|
| CAPTRUST Financial Advisors |
Wilson |
Hoyle |
Managing Director, Head of the Advisor Group |
(919) 870-6822 |
WM |
wilson.hoyle@captrustadvisors.com |
info@captrustadvisors.com |
4208 Six Forks Road Suite 1700 |
Raleigh |
NC |
27609 |
United States of America |
North America |
https://www.linkedin.com/in/wilsonhoyle/ |
|
2.010 |
$248 billion |
|
https://www.linkedin.com/company/captrust/ |
https://www.captrustadvisors.com/ |
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. |
|
| CAPTRUST Financial Advisors |
J. Fielding |
Miller |
CEO, CoFounder |
(919) 870-6822 |
WM |
fielding.miller@captrustadvisors.com |
info@captrustadvisors.com |
4208 Six Forks Road Suite 1700 |
Raleigh |
NC |
27609 |
United States of America |
North America |
https://www.linkedin.com/in/fielding-miller-30218b8/ |
|
|
$248 billion |
|
https://www.linkedin.com/company/captrust/ |
https://www.captrustadvisors.com/ |
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. |
|
| Cardinal Capital Management, Inc. |
Evan |
Mancer |
President and Chief Investment Officer |
(204) 783-0716 |
WM |
emancer@cardinal.ca |
enquiries@cardinal.ca |
400-1780 Wellington Avenue |
Winnipeg |
MB |
R3H 1B3 |
Canada |
North America |
https://www.linkedin.com/in/evan-mancer-9771a91a/ |
|
|
$1.5 billion |
|
https://www.linkedin.com/company/cardinal-capital-management-inc/ |
https://www.cardinal.ca/ |
Cardinal Capital Management, Inc. is a housing development company whose goal is to find the right balance of financial and social benefits for each project it creates/preserves. No two projects are the same. It could be Housing for Homeless in Rural Colorado, Housing for Deaf and Hard of Hearing in Arizona, Workforce Housing in Georgia, Section 8 Preservation anywhere in the USA, a Community Clinic with housing in Milwaukee, and a Workforce Housing/European Market concept in Middleton, Wisconsin. Each takes a different path with different financial and social characteristics. All are created with intent to blend well within the communities in which they are located, emphasizing social values is as important to us as the project’s financial value. |
|
| Cardinal Capital Management, Inc. |
Timothy |
Burt |
President & CEO |
(204) 783-0716 |
WM |
tburt@cardinal.ca |
enquiries@cardinal.ca |
400-1780 Wellington Avenue |
Winnipeg |
MB |
R3H 1B3 |
Canada |
North America |
https://www.linkedin.com/in/timothy-burt-6931a948/ |
|
|
$1.5 billion |
|
https://www.linkedin.com/company/cardinal-capital-management-inc/ |
https://www.cardinal.ca/ |
Cardinal Capital Management, Inc. is a housing development company whose goal is to find the right balance of financial and social benefits for each project it creates/preserves. No two projects are the same. It could be Housing for Homeless in Rural Colorado, Housing for Deaf and Hard of Hearing in Arizona, Workforce Housing in Georgia, Section 8 Preservation anywhere in the USA, a Community Clinic with housing in Milwaukee, and a Workforce Housing/European Market concept in Middleton, Wisconsin. Each takes a different path with different financial and social characteristics. All are created with intent to blend well within the communities in which they are located, emphasizing social values is as important to us as the project’s financial value. |
|
| Cardinal Capital Management, Inc. |
Emily |
Burt |
EVP |
(204) 783-0716 |
WM |
eburt@cardinal.ca |
enquiries@cardinal.ca |
400-1780 Wellington Avenue |
Winnipeg |
MB |
R3H 1B3 |
Canada |
North America |
https://www.linkedin.com/in/emilyanneburt/ |
|
|
$1.5 billion |
|
https://www.linkedin.com/company/cardinal-capital-management-inc/ |
https://www.cardinal.ca/ |
Cardinal Capital Management, Inc. is a housing development company whose goal is to find the right balance of financial and social benefits for each project it creates/preserves. No two projects are the same. It could be Housing for Homeless in Rural Colorado, Housing for Deaf and Hard of Hearing in Arizona, Workforce Housing in Georgia, Section 8 Preservation anywhere in the USA, a Community Clinic with housing in Milwaukee, and a Workforce Housing/European Market concept in Middleton, Wisconsin. Each takes a different path with different financial and social characteristics. All are created with intent to blend well within the communities in which they are located, emphasizing social values is as important to us as the project’s financial value. |
|
| Cardinal Point Wealth Management, Inc. |
James |
Sheldon |
CEO & Co-Founder |
(416) 849-4842 |
WM |
james@cardinalpointwealth.com |
info@cardinalpointwealth.com |
1243 Islington Avenue Suite 903 |
Toronto |
ON |
M8X 1Y9 |
Canada |
North America |
https://www.linkedin.com/in/james-sheldon-4b69337/ |
|
2.009 |
$0.6 billion |
|
https://www.linkedin.com/company/cardinal-point-wealth-management/ |
https://cardinalpointwealth.com/ |
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. |
|
| Cardinal Point Wealth Management, Inc. |
Jeff |
Sheldon |
Principal and CoFounder |
(416) 849-4842 |
WM |
jeff@cardinalpointwealth.com |
info@cardinalpointwealth.com |
1243 Islington Avenue Suite 903 |
Toronto |
ON |
M8X 1Y9 |
Canada |
North America |
https://www.linkedin.com/in/jeff-sheldon-5378a32/ |
|
2.009 |
$0.6 billion |
|
https://www.linkedin.com/company/cardinal-point-wealth-management/ |
https://cardinalpointwealth.com/ |
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. |
|
| Cardinal Point Wealth Management, Inc. |
Robert |
Keats |
Founder & Executive Director |
(416) 849-4842 |
WM |
bobk@keatsconnelly.com |
info@cardinalpointwealth.com |
3336 N. 32nd Street, Suite 100 |
Phoenix |
AZ |
85018-6241 |
United States of America |
North America |
https://www.linkedin.com/in/robertkeats/ |
|
2.009 |
$600M |
|
https://www.linkedin.com/company/cardinal-point-wealth-management/ |
https://cardinalpointwealth.com/ |
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. |
|
| Cardinal Point Wealth Management, Inc. |
John |
Rice |
Chief Investment Officer |
(416) 849-4842 |
WM |
johnr@cardinalpointwealth.com |
info@cardinalpointwealth.com |
3336 N. 32nd Street, Suite 100 |
Phoenix |
AZ |
85018-6241 |
United States of America |
North America |
https://www.linkedin.com/in/john-e-rice-cfa-cfp®-775b30b/ |
|
2.009 |
$600M |
|
https://www.linkedin.com/company/cardinal-point-wealth-management/ |
https://cardinalpointwealth.com/ |
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. |
|
| Cardinal Point Wealth Management, Inc. |
Margo |
Williams |
Office Administrator |
(416) 849-4842 |
WM |
margow@cardinalpointwealth.com |
info@cardinalpointwealth.com |
1243 Islington Avenue Suite 903 |
Toronto |
ON |
M8X 1Y9 |
Canada |
North America |
|
|
2.009 |
$600M |
|
https://www.linkedin.com/company/cardinal-point-wealth-management/ |
https://cardinalpointwealth.com/ |
Cardinal Point is a Canada-U.S. cross-border wealth management firm that provides personalized investment, tax, estate, transition and financial planning solutions to affluent individuals and families. |
|
| Caribbean Wealth Management |
Luis Alberto |
Perez |
Partner |
(787) 509-1270 |
WM |
luisperez@financialguide.com |
|
273 Avenida Juan Ponce de León |
San Juan |
|
|
Puerto Rico |
North America |
https://www.linkedin.com/in/luis-alberto-pérez-802072143/ |
|
2.019 |
|
|
|
https://www.linkedin.com/company/caribbean-wealth-management/ |
Full-service Wealth Management Firm. Focusing on Retirement Planning, Business Successions, and College Funding Strategies. |
|
| Caribbean Wealth Management |
Jorge |
Gonzalez |
Founding Partner |
(787) 509-1270 |
WM |
jorgegonzalez@financialguide.com |
|
273 Avenida Juan Ponce de León |
San Juan |
|
|
Puerto Rico |
North America |
https://www.linkedin.com/in/jorgeivangonzalez/ |
|
2.019 |
|
|
|
https://www.linkedin.com/company/caribbean-wealth-management/ |
Full-service Wealth Management Firm. Focusing on Retirement Planning, Business Successions, and College Funding Strategies. |
|
| Carlson Capital Management |
Jeffrey |
Carlson |
Founder & Principal |
(651) 437-2360 |
WM |
jeff@carlsoncap.com |
info@carlsoncap.com |
118 4th Street East |
Hastings |
MN |
55033 |
United States of America |
North America |
https://www.linkedin.com/in/jeffreyrcarlson83/ |
|
1.987 |
$1.5B |
|
https://www.linkedin.com/company/carlson-capital-management/ |
https://carlsoncap.com/ |
The CCM approach to wealth management is rooted in the integration of key financial disciplines. Rather than providing advice focused solely on investments, clients receive integrated advice from a team of experts. The result for CCM clients is a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and most importantly, peace of mind. |
|
| Carlson Capital Management |
Kelly |
Irvine |
Director of Marketing & Communications |
(507) 321-4021 |
WM |
kelly@carlsoncap.com |
info@carlsoncap.com |
11 Bridge Square |
Northfield |
MN |
55057 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-irvine-63986049/ |
|
1.987 |
$1.5B |
|
https://www.linkedin.com/company/carlson-capital-management/ |
https://carlsoncap.com/ |
The CCM approach to wealth management is rooted in the integration of key financial disciplines. Rather than providing advice focused solely on investments, clients receive integrated advice from a team of experts. The result for CCM clients is a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and most importantly, peace of mind. |
|
| Carlson Capital Management |
Andrew |
Hauskins |
Senior Integrated Wealth Advisor |
(507) 321-4024 |
WM |
andy@carlsoncap.com |
info@carlsoncap.com |
11 Bridge Square |
Northfield |
MN |
55057 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-hauskins-cfp®-2894288/ |
|
1.987 |
$1.5B |
|
https://www.linkedin.com/company/carlson-capital-management/ |
https://carlsoncap.com/ |
The CCM approach to wealth management is rooted in the integration of key financial disciplines. Rather than providing advice focused solely on investments, clients receive integrated advice from a team of experts. The result for CCM clients is a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and most importantly, peace of mind. |
|
| Carlton, Hofferkamp and Jenks Wealth Management |
Jim |
Carlton |
Managing Director - Chief Investment Officer |
(281) 298-2700 |
WM |
jim@chjwealthmanagement.com |
info@chjwealthmanagement.com |
10200 Grogan’s Mill Road, Suite 340 |
The Woodlands |
TX |
77380 |
United States of America |
North America |
https://www.linkedin.com/in/jim-carlton-75b0029b/ |
|
|
$292 million |
|
|
http://chjwealthmanagement.com/ |
Carlton, Hofferkamp and Jenks Wealth Management is a fee-only registered investment advisory firm located in The Woodlands, Texas.
We are independent and have no affiliation with any financial institution, our commitment and focus is on our clients. |
|
| Carnbrea & Co. Limited |
Colin |
Campbell |
Managing Director |
61 3 9111 0888 |
WM |
ccampbell@carnbrea.com.au |
info@carnbrea.com.au |
Level 16, 379 Collins St. |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/colinrcampbell/ |
Alternative Investments |
1.968 |
|
|
https://www.linkedin.com/company/carnbrea-&-co.-ltd./ |
http://www.carnbrea.com.au/ |
Carnbrea & Co. is a multi-family office and wealth advisory boutique, offering the best of breed wealth management services. Carnbrea has a history steeped in a tradition of managing and administering private and family wealth. |
Office Address:
Bennelong House,
Ground Floor, 9 Queen Street
Melbourne VIC 3000
Australia |
| Carnbrea & Co. Limited |
Paul |
Stone |
Director – Private Wealth Management |
61 3 9111 0888 |
WM |
pstone@carnbrea.com.au |
info@carnbrea.com.au |
Level 16, 379 Collins St. |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/paul-stone-29278763/ |
Alternative Investments |
1.968 |
|
|
https://www.linkedin.com/company/carnbrea-&-co.-ltd./ |
http://www.carnbrea.com.au/ |
Carnbrea & Co. is a multi-family office and wealth advisory boutique, offering the best of breed wealth management services. Carnbrea has a history steeped in a tradition of managing and administering private and family wealth. |
Office Address:
Bennelong House,
Ground Floor, 9 Queen Street
Melbourne VIC 3000
Australia |
| Carnbrea & Co. Limited |
Brendan |
Moore |
Head of Compliance & Operations |
61 3 9111 0888 |
WM |
bmoore@carnbrea.com.au |
info@carnbrea.com.au |
Level 16, 379 Collins St. |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/brendan-moore-02440233/ |
Alternative Investments |
1.968 |
|
|
https://www.linkedin.com/company/carnbrea-&-co.-ltd./ |
http://www.carnbrea.com.au/ |
Carnbrea & Co. is a multi-family office and wealth advisory boutique, offering the best of breed wealth management services. Carnbrea has a history steeped in a tradition of managing and administering private and family wealth. |
Office Address:
Bennelong House,
Ground Floor, 9 Queen Street
Melbourne VIC 3000
Australia |
| Carnegie Investment Counsel |
Arthur |
Merriman |
Principal, Senior Portfolio Manager |
(239) 939-3235 |
WM |
amerriman@carnegieinvest.com |
info@carnegieinvest.com |
6830 Porto Fino Cir, # 1 |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/art-merriman-a4b925a4/ |
|
1.974 |
|
|
https://www.linkedin.com/company/carnegieinvest/ |
https://www.carnegieinvest.com/ |
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. |
|
| Carnegie Investment Counsel |
Kim |
Gannis |
Principal, Director of Retirement Plan Services |
(239) 939-3235 |
WM |
kgannis@carnegieinvest.com |
info@carnegieinvest.com |
6830 Porto Fino Cir, # 1 |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/kimberly-gannis-aif®-86b825b/ |
|
1.974 |
|
|
https://www.linkedin.com/company/carnegieinvest/ |
https://www.carnegieinvest.com/ |
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. |
|
| Carnegie Investment Counsel |
Keith |
Warmbein |
Principal and Director of Participant Services |
(239) 939-3235 |
WM |
kwarmbein@carnegieinvest.com |
info@carnegieinvest.com |
6830 Porto Fino Cir, # 1 |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/keith-warmbein-48415718/ |
|
1.974 |
|
|
https://www.linkedin.com/company/carnegieinvest/ |
https://www.carnegieinvest.com/ |
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. |
|
| Carnegie Wealth Management, LLC |
Scott |
Sheffer |
Chief Executive Officer |
(610) 640-4300 |
WM |
ssheffer@carnegiewealth.com |
info@carnegiewealth.com |
920 Cassatt Road, Suite 202 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/scotttsheffer/ |
|
|
$138.3M |
|
https://www.linkedin.com/company/carnegie-wealth-management/ |
https://carnegiewealth.com/ |
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 100 families, business owners, public company insiders, foundations and endowments across more than 20 states. |
|
| Carnegie Wealth Management, LLC |
Amy |
Abromaitis |
Financial Planner |
(610) 640-4300 |
WM |
aabromaitis@carnegiewealth.com |
info@carnegiewealth.com |
920 Cassatt Road, Suite 202 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/amy-abromaitis-4821b816/ |
|
|
$138.3M |
|
https://www.linkedin.com/company/carnegie-wealth-management/ |
https://carnegiewealth.com/ |
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 100 families, business owners, public company insiders, foundations and endowments across more than 20 states. |
|
| Carnegie Wealth Management, LLC |
Patrice |
Bruce |
Client Service & Operations Manager |
(610) 640-4300 |
WM |
pbruce@carnegiewealth.com |
info@carnegiewealth.com |
920 Cassatt Road, Suite 202 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/patricia-bruce-8139a917/ |
|
|
$138.3M |
|
https://www.linkedin.com/company/carnegie-wealth-management/ |
https://carnegiewealth.com/ |
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 100 families, business owners, public company insiders, foundations and endowments across more than 20 states. |
|
| Carnegie Wealth Management, LLC |
Mary |
Gillespie |
Client Associate |
(610) 640-4300 |
WM |
mgillespie@carnegiewealth.com |
info@carnegiewealth.com |
920 Cassatt Road, Suite 202 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/mary-gillespie-402bb6140/ |
|
|
$138.3M |
maryrosegil3@gmail.com |
https://www.linkedin.com/company/carnegie-wealth-management/ |
https://carnegiewealth.com/ |
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 100 families, business owners, public company insiders, foundations and endowments across more than 20 states. |
|
| Carnegie Wealth Management, LLC |
Roy |
Johnston |
Registered Representative |
(610) 640-4300 |
WM |
rjohnston@carnegiewealth.com |
info@carnegiewealth.com |
920 Cassatt Road, Suite 202 |
Berwyn |
PA |
19312 |
United States of America |
North America |
|
|
|
$138.3M |
|
https://www.linkedin.com/company/carnegie-wealth-management/ |
https://carnegiewealth.com/ |
Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 100 families, business owners, public company insiders, foundations and endowments across more than 20 states. |
|
| Carret Asset Management LLC |
Wayne |
Reisner |
President & Chairman of the Executive Committee
Director - Equity Strategy |
(212) 593-3800 |
WM |
wreisner@carret.com |
info@carret.com |
320 Park Avenue, 18th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.963 |
$2B |
|
https://www.linkedin.com/company/carret-asset-management/ |
http://www.carret.com/ |
Founded in 1963, Carret Asset Management, is a New York City based independent, employee-owned investment advisor with an entrepreneurial corporate culture. We serve wealth managers, financial advisors, select institutional clients, and high net worth individuals and families. |
|
| Carret Asset Management LLC |
Jason |
Graybill |
Principal & Senior Managing Director / Co-Director - Fixed Income Strategy |
(212) 593-3800 |
WM |
jgraybill@carret.com |
info@carret.com |
320 Park Avenue, 18th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jason-r-graybill-cfa-b7ba7911/ |
|
1.963 |
$2B |
|
https://www.linkedin.com/company/carret-asset-management/ |
http://www.carret.com/ |
Founded in 1963, Carret Asset Management, is a New York City based independent, employee-owned investment advisor with an entrepreneurial corporate culture. We serve wealth managers, financial advisors, select institutional clients, and high net worth individuals and families. |
|
| Carret Asset Management LLC |
Marco |
Vega |
Principal & COO |
(212) 593-3800 |
WM |
mvega@carret.com |
info@carret.com |
320 Park Avenue, 18th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/marco-vega-5302549/ |
|
1.963 |
$2B |
|
https://www.linkedin.com/company/carret-asset-management/ |
http://www.carret.com/ |
Founded in 1963, Carret Asset Management, is a New York City based independent, employee-owned investment advisor with an entrepreneurial corporate culture. We serve wealth managers, financial advisors, select institutional clients, and high net worth individuals and families. |
|
| Carret Asset Management LLC |
Neil |
Klein |
Principal & Senior Managing Director / Co-Director - Fixed Income Strategy |
(212) 593-3800 |
WM |
nklein@carret.com |
info@carret.com |
320 Park Avenue, 18th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/neil-klein-41173335/ |
|
1.963 |
$2B |
|
https://www.linkedin.com/company/carret-asset-management/ |
http://www.carret.com/ |
Founded in 1963, Carret Asset Management, is a New York City based independent, employee-owned investment advisor with an entrepreneurial corporate culture. We serve wealth managers, financial advisors, select institutional clients, and high net worth individuals and families. |
|
| Carson Wealth Management Group |
Paul |
West |
Managing Partner |
(402) 691-4497 |
WM |
pwest@carsonwealth.com |
info@carsonwealth.com |
13321 California Street Dodge Plaza First Floor |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/paul-west-cfp®-cap®-809a1352/ |
|
1.983 |
|
|
https://www.linkedin.com/company/carson-wealth-management-group/ |
https://www.carsonwealth.com/ |
Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. |
|
| Carter Asset Management, Inc. |
David |
Carter |
President & Founder |
(325) 673-6171 |
WM |
dcarter@carterasset.com |
info@carterasset.com |
242 Beech St |
Abilene |
TX |
79601 |
United States of America |
North America |
https://www.linkedin.com/in/david-carter-9b617992/ |
|
1.997 |
$218,406,963 |
|
https://www.linkedin.com/company/carter-asset-management-inc-/ |
http://www.carterasset.com/ |
Carter Asset Management is a fee-only personal financial planning and fee-only investment management firm established in 1997. We are a Registered Investment Adviser with the SEC.
We serve a broad national client base with several international clients as well. We do not sell securities or financial products of any kind, nor do we receive referral fees or other forms of third party compensation. Our firm emerged out of accounting, financial planning, and investment advisory services that have been provided to clients since 1983. |
|
| Carter Asset Management, Inc. |
Cary |
Beard |
Vice President |
(325) 673-6171 |
WM |
cbeard@carterasset.com |
info@carterasset.com |
242 Beech St |
Abilene |
TX |
79601 |
United States of America |
North America |
https://www.linkedin.com/in/carybeard/ |
|
1.997 |
$218,406,963 |
|
https://www.linkedin.com/company/carter-asset-management-inc-/ |
http://www.carterasset.com/ |
Carter Asset Management is a fee-only personal financial planning and fee-only investment management firm established in 1997. We are a Registered Investment Adviser with the SEC.
We serve a broad national client base with several international clients as well. We do not sell securities or financial products of any kind, nor do we receive referral fees or other forms of third party compensation. Our firm emerged out of accounting, financial planning, and investment advisory services that have been provided to clients since 1983. |
|
| Carter Financial Management |
Bill |
Carter |
President |
(214) 363-4200 |
WM |
bcarter@carterwealth.com |
info@carterwealth.com |
12222 Merit Drive Suite 1800 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/bill-carter-cfp®-clu®-chfc®-6327303/ |
|
1.976 |
|
|
https://www.linkedin.com/company/carter-financial-management/ |
http://carterwealth.com/ |
Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business owners, professionals and executives, combining financial, tax, legal, business and philanthropic matters into a unified strategy. |
|
| Carter Financial Management |
Kathy |
Muldoon |
SVP |
(214) 363-4200 |
WM |
kmuldoon@carterwealth.com |
info@carterwealth.com |
12222 Merit Drive Suite 1800 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/kathymuldoon/ |
|
1.976 |
|
|
https://www.linkedin.com/company/carter-financial-management/ |
http://carterwealth.com/ |
Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business owners, professionals and executives, combining financial, tax, legal, business and philanthropic matters into a unified strategy. |
|
| Carter Financial Management |
Bob |
Berg |
SVP / Director of Corporate Services |
(214) 363-4200 |
WM |
|
info@carterwealth.com |
12222 Merit Drive Suite 1800 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/bobberg1/ |
|
1.976 |
|
|
https://www.linkedin.com/company/carter-financial-management/ |
http://carterwealth.com/ |
Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business owners, professionals and executives, combining financial, tax, legal, business and philanthropic matters into a unified strategy. |
|
| Cary Stamp & Co. |
Cary |
Stamp |
CEO & Financial Advisor |
(561) 471-7700 |
WM |
cary@carystamp.com |
info@carystamp.com |
110 Bridge Road |
Tequesta |
FL |
33469 |
United States of America |
North America |
https://www.linkedin.com/in/carystamp/ |
|
|
|
|
https://www.linkedin.com/company/cary-stamp-and-company/ |
https://carystamp.com/ |
Cary Stamp & Co wealth management team will provide disciplined investment management strategies focused on the goals of growth, diversification, risk management, and preservation of capital. We also believe in two additional facets of investing success: tax- and cost-efficiency. By implementing tax-efficient plans with low-cost ETFs and funds, capital is preserved and growth potential maximized. |
|
| Cary Stamp & Co. |
Dan |
Roth |
Financial Advisor |
(561) 471-7700 |
WM |
dan@carystamp.com |
info@carystamp.com |
110 Bridge Road |
Tequesta |
FL |
33469 |
United States of America |
North America |
https://www.linkedin.com/in/danieltroth/ |
|
|
|
|
https://www.linkedin.com/company/cary-stamp-and-company/ |
https://carystamp.com/ |
Cary Stamp & Co wealth management team will provide disciplined investment management strategies focused on the goals of growth, diversification, risk management, and preservation of capital. We also believe in two additional facets of investing success: tax- and cost-efficiency. By implementing tax-efficient plans with low-cost ETFs and funds, capital is preserved and growth potential maximized. |
|
| Cary Stamp & Co. |
Josh |
Weller |
Financial Advisor |
(561) 471-7700 |
WM |
josh@carystamp.com |
info@carystamp.com |
110 Bridge Road |
Tequesta |
FL |
33469 |
United States of America |
North America |
https://www.linkedin.com/in/joshweller/ |
|
|
|
|
https://www.linkedin.com/company/cary-stamp-and-company/ |
https://carystamp.com/ |
Cary Stamp & Co wealth management team will provide disciplined investment management strategies focused on the goals of growth, diversification, risk management, and preservation of capital. We also believe in two additional facets of investing success: tax- and cost-efficiency. By implementing tax-efficient plans with low-cost ETFs and funds, capital is preserved and growth potential maximized. |
|
| Cary Street Partners Financial LLC |
Diane |
Sobin |
Portfolio Manager, Managing Director |
Direct: (973) 755-4158, Mobile: (201) 310-7556 |
WM |
diane.sobin@carystreetpartners.com |
info@carystreetpartners.com |
129 Summit Avenue |
Summit |
NJ |
07901 |
United States of America |
North America |
https://www.linkedin.com/in/dianesobin/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
Ben |
Halliburton |
Chief Investment Officer, Active Management, Managing Director |
Direct: (973) 755-7972, Mobile: (973) 699-3890 |
WM |
ben.halliburton@carystreetpartners.com |
info@carystreetpartners.com |
129 Summit Avenue |
Summit |
NJ |
07901 |
United States of America |
North America |
https://www.linkedin.com/in/benjamin-c-halliburton-cfa-545371a/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
John |
Feaster |
Portfolio Manager, Managing Director |
Direct: (973) 755-7965, Mobile: (732) 406-4431 |
WM |
john.feaster@carystreetpartners.com |
info@carystreetpartners.com |
129 Summit Avenue |
Summit |
NJ |
07901 |
United States of America |
North America |
https://www.linkedin.com/in/john-feaster/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
Walter |
Bayne |
Chief Operating Officer, President - Wealth Management, Managing Director |
(540) 735-2840 |
WM |
walter.bayne@carystreetpartners.com |
info@carystreetpartners.com |
1000 Winchester Street, Suite 300 |
Fredericksburg |
VA |
22401 |
United States of America |
North America |
https://www.linkedin.com/in/walterbayne/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
Anson |
Beard |
President, Managing Director |
Direct: (646) 395-3402, Mobile: (917) 887-7871 |
WM |
anson.beard@carystreetpartners.com |
info@carystreetpartners.com |
901 East Byrd Street, Suite 1001 |
Richmond |
VA |
23219 |
United States of America |
North America |
https://www.linkedin.com/in/anson-h-beard-a33b799/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
Thomas |
Herrick |
Chief Investment Officer, Head of Risk, Managing Director |
Mobile: (757) 903-5021 |
WM |
tom.herrick@carystreetpartners.com |
info@carystreetpartners.com |
901 East Byrd Street, Suite 1001 |
Richmond |
VA |
23219 |
United States of America |
North America |
https://www.linkedin.com/in/tom-herrick-342a779b/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
Joseph |
Schmuckler |
Chief Executive Officer, Managing Director |
Direct: (804) 521-3343 |
WM |
joseph.schmuckler@carystreetpartners.com |
info@carystreetpartners.com |
901 East Byrd Street, Suite 1001 |
Richmond |
VA |
23219 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-r-schmuckler-33192831/ |
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Cary Street Partners Financial LLC |
Kevin |
Mitchell |
Controller, Financial Operations, Director |
Direct: (804) 228-4683, Mobile: (804) 337-1937 |
WM |
kevin.mitchell@carystreetpartners.com |
info@carystreetpartners.com |
901 East Byrd Street, Suite 1001 |
Richmond |
VA |
23219 |
United States of America |
North America |
|
|
2.000 |
$4B |
|
https://www.linkedin.com/company/cary-street-partners/ |
https://carystreetpartners.com/ |
Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities. |
|
| Casey Wealth Management Inc. |
Wayne |
Casey |
Owner |
(708) 633-8200 |
WM |
wayne@caseywealth.com |
|
15614 S. Harlem Ave., Unit E |
Orland Park |
IL |
60462 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-casey-56778214/ |
|
|
|
|
|
http://www.caseywealth.com/ |
Casey Wealth Management is a financial advisory firm in Orland Park, Illinois. This financial advisor is listed on Financial Advisory Firms under Financial Advisory Services. |
|
| Cassa Wealth Management, P.C. |
James |
Cassa |
President, Wealth Management Advisor |
(201) 355-1788 |
WM |
james.cassa@lpl.com |
|
461 From Road 3rd Floor, Suite 385 |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/jamescassa/ |
|
|
|
|
|
https://www.cassawealthmgmt.com/ |
Cassa Wealth Management is an independent financial services firm. Powered by LPL Financial, a leading distributor of non-proprietary products, we provide independent and objective advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services. |
|
| Cassa Wealth Management, P.C. |
Danyelle |
Fiorentino |
Wealth Planner |
(201) 396-7104 |
WM |
danyelle.fiorentino@lpl.com |
|
461 From Road 3rd Floor, Suite 385 |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/danyelle-m-fiorentino-cfp®-96872870/ |
|
|
|
|
|
https://www.cassawealthmgmt.com/ |
Cassa Wealth Management is an independent financial services firm. Powered by LPL Financial, a leading distributor of non-proprietary products, we provide independent and objective advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services. |
|
| Cassa Wealth Management, P.C. |
Michele |
Terranova |
Administrative Assistant |
(201) 939-6644 |
WM |
m.terranova@lpl.com |
|
461 From Road 3rd Floor, Suite 385 |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/michele-terranova-54459823/ |
|
|
|
|
|
https://www.cassawealthmgmt.com/ |
Cassa Wealth Management is an independent financial services firm. Powered by LPL Financial, a leading distributor of non-proprietary products, we provide independent and objective advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services. |
|
| Cassa Wealth Management, P.C. |
Mike |
Kelly |
Director |
(609) 238-9391 |
WM |
mike.p.kelly@lpl.com |
|
461 From Road 3rd Floor, Suite 385 |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/mike-kelly-99b2b27/ |
|
|
|
|
|
https://www.cassawealthmgmt.com/ |
Cassa Wealth Management is an independent financial services firm. Powered by LPL Financial, a leading distributor of non-proprietary products, we provide independent and objective advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services. |
|
| Cassedy Financial Group |
Thomas |
Cassedy |
President |
(813) 251-0004 |
WM |
Tcassedy@1stallied.com |
|
113 South Boulevard Suite 200 |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/cameron-a-cassedy-cfa-ab330158/ |
|
|
|
|
|
https://www.cassedyfinancialgroup.com/ |
We are an independent investment advisor with almost 100 years of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide an unusually high degree of personalized service, which is typically unavailable from larger firms. Our holistic approach to wealth management has delivered proven results, and it has allowed us to create long-lasting relationships with individuals and their families over the past decades. |
|
| Cassedy Financial Group |
Cameron |
Cassedy |
Vice President |
(813) 251-0004 |
WM |
Ccassedy@1stallied.com |
|
113 South Boulevard Suite 200 |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/thomascassedy/ |
|
|
|
|
|
https://www.cassedyfinancialgroup.com/ |
We are an independent investment advisor with almost 100 years of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide an unusually high degree of personalized service, which is typically unavailable from larger firms. Our holistic approach to wealth management has delivered proven results, and it has allowed us to create long-lasting relationships with individuals and their families over the past decades. |
|
| Cassedy Financial Group |
Eric |
Lam |
Branch Associate |
(813) 251-0004 |
WM |
ELam@1stallied.com |
|
113 South Boulevard Suite 200 |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/eric-lam-8778b3104/ |
|
|
|
|
|
https://www.cassedyfinancialgroup.com/ |
We are an independent investment advisor with almost 100 years of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide an unusually high degree of personalized service, which is typically unavailable from larger firms. Our holistic approach to wealth management has delivered proven results, and it has allowed us to create long-lasting relationships with individuals and their families over the past decades. |
|
| Cassedy Financial Group |
Susan |
Alws |
Manager, Operations & Administration |
(813) 251-0004 |
WM |
Salws@1stallied.com |
|
113 South Boulevard Suite 200 |
Tampa |
FL |
33606 |
United States of America |
North America |
|
|
|
|
|
|
https://www.cassedyfinancialgroup.com/ |
We are an independent investment advisor with almost 100 years of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide an unusually high degree of personalized service, which is typically unavailable from larger firms. Our holistic approach to wealth management has delivered proven results, and it has allowed us to create long-lasting relationships with individuals and their families over the past decades. |
|
| Castle Bay Wealth Management |
Graeme |
Egan |
President |
(604) 737-9884 |
WM |
graeme@castlebaywealth.ca |
info@castlebaywealth.ca |
#400 - 1681 Chestnut Street |
Vancouver |
BC |
V6J 4M6 |
Canada |
North America |
https://www.linkedin.com/in/graemeegan/ |
|
|
|
|
|
https://www.castlebaywealth.ca/ |
CastleBay is a wealth management firm that provides both discretionary portfolio management and personal financial planning advice. The company is registered as a Portfolio Manager in BC, Alberta and Ontario. Graeme Egan founded CastleBay in 2015 after having spent 28 years in the fee-only wealth management and financial planning profession. With his broad experience advising clients across Canada, and knowing what he did about the limited options available to people for "unbiased and objective" wealth management, Graeme decided to create a comprehensive wealth management firm that truly reflected his service philosophy, values and beliefs. |
|
| Castle Financial Advisors LLC |
John |
Caffrey |
Owner |
(631) 952-3700 |
WM |
jcaffrey@castlefa.com |
toseback@castlefa.com |
145 Marcus Blvd., Suite 1 |
Hauppauge |
NY |
11788 |
United States of America |
North America |
https://www.linkedin.com/in/johncaffrey/ |
|
|
|
|
https://www.linkedin.com/company/castle-financial-advisors-llc/ |
http://www.castlefinancialadvisors.com/ |
Castle works to help our client’s get the maximum enjoyment from their wealth, and to promote their financial security. Whether our clients are just starting out on their financial journey or have already amassed a great fortune, Castle’s goal is to maximize the benefit of each financial decision and protect our client’s wealth from potential invaders. Castle clients share our common values of integrity, responsibility, family and country. These shared values help establish a fertile environment for sound financial decisions. At Castle, we have luxury to choose who we will work with. |
|
| Castle Rock Wealth Management, LLC |
James |
Luippold |
Founding Partner |
(925) 478-8800 |
WM |
james@crwmadvisors.com |
info@crwmadvisors.com |
1777 Botelho Drive, Suite 105 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/james-b-luippold-71444142/ |
|
|
|
|
https://www.linkedin.com/company/castle-rock-wealth-management-llc/ |
https://crwmadvisors.com/ |
Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives. We believe our clients appreciate this clarity we bring to the wealth management process. We also believe a strong relationship between client and advisor is key to understanding who you are, your future objectives, and how we can fulfill them. |
|
| Castle Rock Wealth Management, LLC |
Jennifer |
Mitchell |
Senior Financial Advisor |
(925) 478-8800 |
WM |
jennifer@crwmadvisors.com |
info@crwmadvisors.com |
1777 Botelho Drive, Suite 105 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/jenmmitchell/ |
|
|
|
|
https://www.linkedin.com/company/castle-rock-wealth-management-llc/ |
https://crwmadvisors.com/ |
Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives. We believe our clients appreciate this clarity we bring to the wealth management process. We also believe a strong relationship between client and advisor is key to understanding who you are, your future objectives, and how we can fulfill them. |
|
| Castle Wealth Management |
Christina |
Worley |
Managing Member |
(581) 686-9604 |
WM |
cworley@castlewm.com |
info@castlewm.com |
201 Arkona Court |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/christinalworley/ |
|
1.997 |
|
|
https://www.linkedin.com/company/castle-wealth-management/ |
https://castlewm.com/ |
Castle Wealth Management is a Registered Investment Advisory firm founded in 1997.
CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. |
|
| Castle Wealth Management |
Mary Ann |
Johnson |
Senior Investment Consultant |
(581) 686-9604 |
WM |
cworley@castlewm.com |
info@castlewm.com |
201 Arkona Court |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/castle-wealth-management/ |
https://castlewm.com/ |
Castle Wealth Management is a Registered Investment Advisory firm founded in 1997.
CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. |
|
| Castle Wealth Management |
Melissa |
Gannon |
Financial Planner |
(581) 686-9604 |
WM |
MGannon@castlewm.com |
info@castlewm.com |
201 Arkona Court |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/melissagannon1finance/ |
|
1.997 |
|
|
https://www.linkedin.com/company/castle-wealth-management/ |
https://castlewm.com/ |
Castle Wealth Management is a Registered Investment Advisory firm founded in 1997.
CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. |
|
| Castle Wealth Management |
Stephan |
Zehner |
Financial Planner |
(581) 686-9604 |
WM |
szehner@castlewm.com |
info@castlewm.com |
201 Arkona Court |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/stephan-zehner-cfp®-18777aa8/ |
|
1.997 |
|
|
https://www.linkedin.com/company/castle-wealth-management/ |
https://castlewm.com/ |
Castle Wealth Management is a Registered Investment Advisory firm founded in 1997.
CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. |
|
| Castle Wealth Management |
Elizabeth |
Rosenthal |
Senior Advisor |
(581) 686-9604 |
WM |
erosenthal@castlewm.com |
info@castlewm.com |
201 Arkona Court |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-rosenthal-869529192/ |
|
1.997 |
|
|
https://www.linkedin.com/company/castle-wealth-management/ |
https://castlewm.com/ |
Castle Wealth Management is a Registered Investment Advisory firm founded in 1997.
CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. |
|
| Castle Wealth Management |
Scott |
Worley |
CFO |
(581) 686-9604 |
WM |
sworley@castlewm.com |
info@castlewm.com |
201 Arkona Court |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/scott-worley-b0856b11/ |
|
1.997 |
|
|
https://www.linkedin.com/company/castle-wealth-management/ |
https://castlewm.com/ |
Castle Wealth Management is a Registered Investment Advisory firm founded in 1997.
CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. |
|
| Castlebury Financial Advisors |
Joan |
McClune |
Owner & Senior Wealth Advisor |
(208) 955-8255 |
WM |
joan@castleburyfa.com |
|
3225 West Bavaria Street, Suite 109 |
Eagle |
ID |
83616 |
United States of America |
North America |
https://www.linkedin.com/in/joan-m-mcclune-4b7134104/ |
|
2.015 |
|
|
|
https://www.castleburyfa.com/ |
As full-service consultants, Castlebury Financial Advisers offers clients an assortment of quality, non-proprietary investment choices. If you would like further information, please contact us, by phone or by e-mail. We can help you make sense of today's investment climate. We are here to help educate you about the basic concepts of financial management. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. |
|
| Castlebury Financial Advisors |
Connie |
Eshelman |
Senior Wealth Advisor |
(208) 955-8255 |
WM |
connie@castleburyfa.com |
|
3225 West Bavaria Street, Suite 109 |
Eagle |
ID |
83616 |
United States of America |
North America |
https://www.linkedin.com/in/connie-eshelman-36a7748/ |
|
2.015 |
|
|
|
https://www.castleburyfa.com/ |
As full-service consultants, Castlebury Financial Advisers offers clients an assortment of quality, non-proprietary investment choices. If you would like further information, please contact us, by phone or by e-mail. We can help you make sense of today's investment climate. We are here to help educate you about the basic concepts of financial management. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. |
|
| Castlebury Financial Advisors |
Natasha |
Suydam |
Client Service Associate |
(208) 955-8255 |
WM |
natasha@castleburyfa.com |
|
3225 West Bavaria Street, Suite 109 |
Eagle |
ID |
83616 |
United States of America |
North America |
https://www.linkedin.com/in/natasha-suydam-8830a176/ |
|
2.015 |
|
|
|
https://www.castleburyfa.com/ |
As full-service consultants, Castlebury Financial Advisers offers clients an assortment of quality, non-proprietary investment choices. If you would like further information, please contact us, by phone or by e-mail. We can help you make sense of today's investment climate. We are here to help educate you about the basic concepts of financial management. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. |
|
| Castlebury Financial Advisors |
Tammy |
Ellis |
Client Service Associate |
(208) 955-8255 |
WM |
tammy@castleburyfa.com |
|
3225 West Bavaria Street, Suite 109 |
Eagle |
ID |
83616 |
United States of America |
North America |
|
|
2.015 |
|
|
|
https://www.castleburyfa.com/ |
As full-service consultants, Castlebury Financial Advisers offers clients an assortment of quality, non-proprietary investment choices. If you would like further information, please contact us, by phone or by e-mail. We can help you make sense of today's investment climate. We are here to help educate you about the basic concepts of financial management. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. |
|
| Catalyst Private Wealth |
Mitch |
Sands |
Founding Partner - Lead Advisor |
(415) 887-1430 |
WM |
mitch@catalystprivatewealth.com |
info@catalystprivatewealth.com |
101 Montgomery Street, Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/mitchsands/ |
|
2.018 |
|
|
https://www.linkedin.com/company/catalyst-private-wealth/ |
https://catalystprivatewealth.com/ |
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We’re a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives. |
|
| Catalyst Private Wealth |
Bryan |
Wilson |
Founding Partner - Lead Advisor |
(415) 887-1430 |
WM |
bryan@catalystprivatewealth.com |
info@catalystprivatewealth.com |
101 Montgomery Street, Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/bwilson5482/ |
|
2.018 |
|
|
https://www.linkedin.com/company/catalyst-private-wealth/ |
https://catalystprivatewealth.com/ |
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We’re a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives. |
|
| Catalyst Private Wealth |
John |
Dodd |
Founding Partner - Chief Investment Officer |
(415) 887-1430 |
WM |
john@catalystprivatewealth.com |
info@catalystprivatewealth.com |
101 Montgomery Street, Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/johnbrentondodd/ |
|
2.018 |
|
|
https://www.linkedin.com/company/catalyst-private-wealth/ |
https://catalystprivatewealth.com/ |
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We’re a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives. |
|
| Catalyst Private Wealth |
Stacy |
Sizemore |
CCO |
(415) 887-1430 |
WM |
stacy@tru-ind.com |
info@catalystprivatewealth.com |
101 Montgomery Street, Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/stacysizemore/ |
|
2.018 |
|
|
https://www.linkedin.com/company/catalyst-private-wealth/ |
https://catalystprivatewealth.com/ |
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We’re a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives. |
|
| Catalyst Private Wealth |
Brendan |
Connaughton |
Founding Partner - Managing Partner |
(415) 887-1430 |
WM |
brendan@catalystprivatewealth.com |
info@catalystprivatewealth.com |
101 Montgomery Street, Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/brendan-connaughton-che™-66353912/ |
|
2.018 |
|
|
https://www.linkedin.com/company/catalyst-private-wealth/ |
https://catalystprivatewealth.com/ |
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We’re a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives. |
|
| Catalyst Private Wealth |
Ricki |
Radanovich |
Director of Operations |
(415) 887-1430 |
WM |
brad@catalystprivatewealth.com |
info@catalystprivatewealth.com |
101 Montgomery Street, Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/ricki-radanovich-b2252398/ |
|
2.018 |
|
|
https://www.linkedin.com/company/catalyst-private-wealth/ |
https://catalystprivatewealth.com/ |
Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology. We’re a boutique team of experts who combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives. |
|
| Catalyst Wealth Management |
Christopher |
Pullaro |
Managing Partner |
(678) 679-6950 |
WM |
cpullaro@catalystwealthmanagement.com |
info@catalystwealthmanagement.com |
5400 Laurel Springs Parkway Suite 203 |
Suwanee |
GA |
30024 |
United States of America |
North America |
https://www.linkedin.com/in/chris-pullaro-cfp®-cpa-5022835/ |
|
|
$20 million |
|
https://www.linkedin.com/company/catalyst-wealth-management |
https://catalystwealthmanagement.com/ |
Catalyst Wealth Management provides objective financial solutions to positively impact our clients' lives. |
|
| Catalyst Wealth Management |
David |
Pierce |
Managing Partner |
(678) 679-6950 |
WM |
dpierce@catalystwealthmanagement.com |
info@catalystwealthmanagement.com |
5400 Laurel Springs Parkway Suite 203 |
Suwanee |
GA |
30024 |
United States of America |
North America |
https://www.linkedin.com/in/david-pierce-4a56a75/ |
|
|
$20 million |
|
https://www.linkedin.com/company/catalyst-wealth-management |
https://catalystwealthmanagement.com/ |
Catalyst Wealth Management provides objective financial solutions to positively impact our clients' lives. |
|
| Catalyst Wealth Management |
Lisa |
Hamilton |
Director of Operations |
(678) 679-6950 |
WM |
lhamilton@catalystwealthmanagement.com |
info@catalystwealthmanagement.com |
5400 Laurel Springs Parkway Suite 203 |
Suwanee |
GA |
30024 |
United States of America |
North America |
|
|
|
$20 million |
|
https://www.linkedin.com/company/catalyst-wealth-management |
https://catalystwealthmanagement.com/ |
Catalyst Wealth Management provides objective financial solutions to positively impact our clients' lives. |
|
| CATAM Asset Management AG |
Josef |
Gassner |
Asset Manager |
423 384 4000 |
WM |
josef.gassner@catam.li |
info@catam.li |
Landstrasse 34 |
Schaan |
|
FL-9494 |
Liechtenstein |
Europe |
|
|
|
€817M |
|
|
http://www.catam.li/ |
Catam Asset Management AG serves high-net-worth individuals as an advisor in all wealth-related issues. Our mission is to achieve mutually agreed investment objectives while maintaining a perfect equilibrium regards safety, liquidity, and returns. The focus of our entrepreneurial principles is on personalized counsel and a spirit of partnership. The activities of our professional portfolio management teams are transparent and client-centric. |
|
| CATAM Asset Management AG |
Christina |
Beck |
Head of Alternative Investment Management |
Office: 423 3 889 910, Mobile: 41 788 280 724 |
WM |
christina.beck@catam.li |
info@catam.li |
Landstrasse 34 |
Schaan |
|
FL-9494 |
Liechtenstein |
Europe |
https://www.linkedin.com/in/christina-beck-43631375/ |
|
|
€817M |
|
|
http://www.catam.li/ |
Catam Asset Management AG serves high-net-worth individuals as an advisor in all wealth-related issues. Our mission is to achieve mutually agreed investment objectives while maintaining a perfect equilibrium regards safety, liquidity, and returns. The focus of our entrepreneurial principles is on personalized counsel and a spirit of partnership. The activities of our professional portfolio management teams are transparent and client-centric. |
|
| Cathy Pareto and Associates |
Cathy |
Pareto |
President & Founder |
(305) 648-9814 |
WM |
cathy@cathypareto.com |
info@cathypareto.com |
901 Ponce De Leon Blvd., Suite 501 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/cathypareto/ |
|
2.007 |
|
|
https://www.linkedin.com/company/cathy-pareto-&-associates/ |
https://cathypareto.com/ |
Cathy Pareto and Associates is a fee-only financial planning and investment management company dedicated to helping individuals and their families achieve their financial goals. |
|
| Cathy Pareto and Associates |
Alexandra |
Caraballo |
Financial Planner |
(305) 648-9814 |
WM |
alexandra.caraballo@cathypareto.com |
info@cathypareto.com |
901 Ponce De Leon Blvd., Suite 501 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/alexandracaraballo/ |
|
2.007 |
|
|
https://www.linkedin.com/company/cathy-pareto-&-associates/ |
https://cathypareto.com/ |
Cathy Pareto and Associates is a fee-only financial planning and investment management company dedicated to helping individuals and their families achieve their financial goals. |
|
| Cathy Pareto and Associates |
Nina |
Arguello |
Financial Planner Associate & Operations Manager |
(305) 648-9814 |
WM |
nina.arguello@cathypareto.com |
info@cathypareto.com |
901 Ponce De Leon Blvd., Suite 501 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/nina-arguello-b6293b59/ |
|
2.007 |
|
|
https://www.linkedin.com/company/cathy-pareto-&-associates/ |
https://cathypareto.com/ |
Cathy Pareto and Associates is a fee-only financial planning and investment management company dedicated to helping individuals and their families achieve their financial goals. |
|
| Cave Creek Capital |
Kevin |
Fechtmeyer |
Managing Partner |
(480) 478-6960 |
WM |
kfechtmeyer@cavecreekcapital.com |
jcoble@cavecreekcapital.com |
2375 E. Camelback Rd Suite 600 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/fechtmeyer/ |
|
2.005 |
|
|
https://www.linkedin.com/company/cave-creek-capital-management/ |
https://cavecreekcapital.com/ |
At Cave Creek Capital Management LLC, we partner with Management teams to create exceptional value for our investors. We proactively seek out market leaders in targeted industries where we can use our capital, experience and relationships to enhance their growth and competitive position. Cave Creek Capital Management LLC’s team is experienced — our partners average over 20 years in the Private Equity industry. We focus on long term success, with an average investment period of approximately five years. We can be either minority or majority partners but will only invest where Management retains a significant ongoing ownership position. Our bias is towards growth and our CEO’s set a high standard for performance. Our portfolio companies have generated average revenue growth of over 300% during the life of our investments. Most importantly, we focus on personal chemistry and a common vision for each business. Our professionals bring a high level of energy, dedication and enthusiasm to complement the entrepreneurial success of our partners. |
|
| Caviness Wealth Management, LLC |
David |
Caviness |
Wealth Manager and Principal |
(972) 499-8273 |
WM |
david@cavinesswealth.com |
info@cavinesswealth.com |
15660 Dallas Parkway, Suite 1425 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/dcaviness/ |
|
2.006 |
$15.1 million |
|
https://www.linkedin.com/company/caviness-wealth-management-llc |
http://cavinesswealth.com/ |
Caviness Wealth Management, LLC, is a Texas-based Registered Investment Advisor, serving a select group of individuals, families, and businesses both locally and around the country. Our mission is to help clients define and pursue financial success while providing undivided, personal attention. |
|
| CBG Wealth Management |
Bill |
Gammill |
Managing Principal |
(972) 455-9040; (972) 333-2788 |
WM |
bill.gammill@axa-advisors.com |
|
12377 Merit Drive15th Floor |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/bill-n-gammill-cfp®-clu-b725103/ |
|
|
|
|
|
http://www.cbgwealth.com/ |
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Our mission is simple: to provide innovative and practical financial programs for our valued clients. |
|
| CBG Wealth Management |
Christy |
Gammill |
Principal |
(972) 455-9021; (214) 732-0917 |
WM |
christy-adamcik.gammill@axa-advisors.com |
|
12377 Merit Drive15th Floor |
Dallas |
TX |
75251 |
United States of America |
North America |
|
|
|
|
|
|
http://www.cbgwealth.com/ |
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Our mission is simple: to provide innovative and practical financial programs for our valued clients. |
|
| CBIZ InR |
Michael |
Glackin |
President / CoFounder |
(610) 891-1677 |
WM |
mglackin@cbiz.com |
ssebelist@cbiz.com |
115 W. State St., Suite 300 |
Media |
PA |
19063 |
United States of America |
North America |
|
|
|
|
|
|
https://inradvisors.com/ |
CBIZ InR is a pension consultant and provider of investment advisory services for public- and private-sector clients, and non-profit organizations—providing customized retirement plans through an asset allocation model based on participant risk tolerance, projected retirement age, and other important factors for 457, 401(k) and 403(b) plans and personal investors. |
|
| CBIZ InR |
Jeffrey |
Hugo |
Vice President / CoFounder |
(610) 891-1677 |
WM |
jhugo@cbiz.com |
ssebelist@cbiz.com |
115 W. State St., Suite 300 |
Media |
PA |
19063 |
United States of America |
North America |
|
|
|
|
|
|
https://inradvisors.com/ |
CBIZ InR is a pension consultant and provider of investment advisory services for public- and private-sector clients, and non-profit organizations—providing customized retirement plans through an asset allocation model based on participant risk tolerance, projected retirement age, and other important factors for 457, 401(k) and 403(b) plans and personal investors. |
|
| CBIZ InR |
Christopher |
Tomlinson |
Vice President |
(610) 891-1677 |
WM |
ctomilinson@cbiz.com |
ssebelist@cbiz.com |
115 W. State St., Suite 300 |
Media |
PA |
19063 |
United States of America |
North America |
|
|
|
|
|
|
https://inradvisors.com/ |
CBIZ InR is a pension consultant and provider of investment advisory services for public- and private-sector clients, and non-profit organizations—providing customized retirement plans through an asset allocation model based on participant risk tolerance, projected retirement age, and other important factors for 457, 401(k) and 403(b) plans and personal investors. |
|
| CD Wealth Management |
Scott |
Cohen |
Principal, Founder & CEO |
(972) 499-6288 |
WM |
scohen@cdwealth.com |
info@cdwealth.com |
16400 Dallas Parkway, Suite 310 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/scott-r-cohen-cfp®-cfs-cap-2a6284b0/ |
|
2.014 |
|
|
https://www.linkedin.com/company/cd-wealth-management/ |
http://cdwealth.com/ |
CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in transition and non-profit organizations. In fully partnering with our clients to grow and preserve their wealth, we help them achieve their financial goals and aspirations. Our business is conducted according to our six Guiding Principles: We are proactive. We are comprehensive. We help customize. We have integrity. We remain confidential. We are transparent. With over 75 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to providing outstanding service. |
|
| CD Wealth Management |
Andy |
Dropkin |
Principal, CIO |
(972) 499-6286 |
WM |
adropkin@cdwealth.com |
info@cdwealth.com |
16400 Dallas Parkway, Suite 310 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/andydropkin/ |
|
2.014 |
|
|
https://www.linkedin.com/company/cd-wealth-management/ |
http://cdwealth.com/ |
CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in transition and non-profit organizations. In fully partnering with our clients to grow and preserve their wealth, we help them achieve their financial goals and aspirations. Our business is conducted according to our six Guiding Principles: We are proactive. We are comprehensive. We help customize. We have integrity. We remain confidential. We are transparent. With over 75 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to providing outstanding service. |
|
| CD Wealth Management |
Ilona |
Friedman |
Principal, COO |
(972) 499-6283 |
WM |
ifriedman@cdwealth.com |
info@cdwealth.com |
16400 Dallas Parkway, Suite 310 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/ilonafriedman/ |
|
2.014 |
|
|
https://www.linkedin.com/company/cd-wealth-management/ |
http://cdwealth.com/ |
CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in transition and non-profit organizations. In fully partnering with our clients to grow and preserve their wealth, we help them achieve their financial goals and aspirations. Our business is conducted according to our six Guiding Principles: We are proactive. We are comprehensive. We help customize. We have integrity. We remain confidential. We are transparent. With over 75 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to providing outstanding service. |
|
| CD Wealth Management |
Howard |
Cohen |
Principal Emeritus |
(972) 499-6296 |
WM |
hcohen@cdwealth.com |
info@cdwealth.com |
16400 Dallas Parkway, Suite 310 |
Dallas |
TX |
75248 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/cd-wealth-management/ |
http://cdwealth.com/ |
CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in transition and non-profit organizations. In fully partnering with our clients to grow and preserve their wealth, we help them achieve their financial goals and aspirations. Our business is conducted according to our six Guiding Principles: We are proactive. We are comprehensive. We help customize. We have integrity. We remain confidential. We are transparent. With over 75 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to providing outstanding service. |
|
| CDC Wealth Management |
John |
Dixon |
Director |
44 191 516-6812 |
WM |
john.dixon@cdcwm.com |
contact@cdcwm.com |
North East Business and Innovation Centre, Wearfield Enterprise, Park East |
Sunderland |
Tyne and Wear |
SR5 2TA |
United Kingdom |
Europe |
https://www.linkedin.com/in/john-dixon-ab847739/ |
|
2.006 |
|
|
https://www.linkedin.com/company/cdc-wealth-management-ltd/?originalSubdomain=ph |
http://cdcwm.com/ |
CDC is a wealth management firm which provides bespoke financial planning for High Net Worth and Ultra High Net Worth individuals. Founded in 2006 with origins in the North East of England, CDC now serves customers across the UK and overseas. At the beginning of 2015 we opened our newest office, based in Christchurch, with the aim of extending our industry-leading advice and planning to customers along the south coast. |
|
| CDC Wealth Management |
Andrew |
Mann |
Director |
44 191 516-6812 |
WM |
andrew.mann@cdcwm.com |
contact@cdcwm.com |
North East Business and Innovation Centre, Wearfield Enterprise, Park East |
Sunderland |
Tyne and Wear |
SR5 2TA |
United Kingdom |
Europe |
https://www.linkedin.com/in/dr-andrew-mann-9a285116 |
|
2.006 |
|
|
https://www.linkedin.com/company/cdc-wealth-management-ltd/?originalSubdomain=ph |
http://cdcwm.com/ |
CDC is a wealth management firm which provides bespoke financial planning for High Net Worth and Ultra High Net Worth individuals. Founded in 2006 with origins in the North East of England, CDC now serves customers across the UK and overseas. At the beginning of 2015 we opened our newest office, based in Christchurch, with the aim of extending our industry-leading advice and planning to customers along the south coast. |
|
| CdR Hollander Asset Management LLC |
Vinicius |
Ribeiro |
Partner |
Direct: (305) 579-9255, Mobile: (305) 801-2263 |
WM |
mjvinnie@gmail.com |
info@HollanderWealth.com |
175 SW 7th St #2204 |
Miami |
FL |
33130 |
United States of America |
North America |
https://www.linkedin.com/in/vinnieribeiro/ |
|
2.006 |
$531 million |
|
|
http://hollanderwealth.com/ |
Founded in 2006, by Carlos Hollander, who brings over 25 years of trading and investments experience, our company aims to provide wealth management services to a select group of Latin Families. Hollander’s expertise in wealth and risk management, is enhanced by (Advent-based) state of the art consolidated reporting and control systems. Hollander's clients enjoy diverse, global, wealth management solutions in a transparent, governance and risk management framework. |
|
| Cedar Hill Associates, LLC |
Christopher |
Engelman |
Chief Investment Officer |
(312) 445-2900 |
WM |
chris.engelman@parksideinv.com |
|
120 N LaSalle Street 33rd Floor |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/chrisengelmancfa/ |
|
|
$1 billion |
|
|
http://www.cedhill.com/ |
|
|
| Cedar Rowe Partners |
Sean |
Cook |
Managing Partner, Chief Investment Officer, Chief Compliance Officer |
(770) 622-9937 |
WM |
sean@dcaglobal.com |
|
Five Concourse Parkway, Suite 2950 |
Atlanta |
GA |
30328 |
United States of America |
North America |
https://www.linkedin.com/in/sean-cook-596a4567/ |
|
1.989 |
$6B |
|
https://www.linkedin.com/company/homrich-berg/ |
https://cedarrowepartners.com/ |
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $5 billion for over 1600 client relationships nationwide. |
|
| Cedar Street Asset Management |
Jonathan |
Brodsky |
Founder and Principal |
(312) 796-3130 |
WM |
jbrodsky@cedarstreetam.com |
|
455 N. Cityfront Plaza Drive, Suite 1710 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-brodsky-6aaa8121/ |
|
2.016 |
|
|
https://www.linkedin.com/company/cedar-street-asset-management-llc/ |
http://www.cedarstreetam.com/ |
Cedar Street Asset Management LLC is an independent value-oriented investment management firm spanning global markets. We strive to generate superior risk adjusted returns, employing a consistent and disciplined value based investment framework, in an entrepreneurial and team-oriented work environment, where our clients' interest are paramount to any other interest. |
|
| Cedar Street Asset Management |
Waldemar |
Mozes |
Director of Investments, Portfolio Manager and Partner |
(312) 796-3130 |
WM |
wmozes@cedarstreetam.com |
|
455 N. Cityfront Plaza Drive, Suite 1710 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/waldemar-mozes-80928/ |
|
2.016 |
|
|
https://www.linkedin.com/company/cedar-street-asset-management-llc/ |
http://www.cedarstreetam.com/ |
Cedar Street Asset Management LLC is an independent value-oriented investment management firm spanning global markets. We strive to generate superior risk adjusted returns, employing a consistent and disciplined value based investment framework, in an entrepreneurial and team-oriented work environment, where our clients' interest are paramount to any other interest. |
|
| Cedar Street Asset Management |
Brian |
MacMillan |
Director of Business Development and Partner |
(312) 796-3130 |
WM |
bmacmillan@cedarstreetam.com |
|
455 N. Cityfront Plaza Drive, Suite 1710 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/brian-macmillan-47598a6/ |
|
2.016 |
|
|
https://www.linkedin.com/company/cedar-street-asset-management-llc/ |
http://www.cedarstreetam.com/ |
Cedar Street Asset Management LLC is an independent value-oriented investment management firm spanning global markets. We strive to generate superior risk adjusted returns, employing a consistent and disciplined value based investment framework, in an entrepreneurial and team-oriented work environment, where our clients' interest are paramount to any other interest. |
|
| Cedro Wealth Management |
Vito |
Cedro |
CCO and Investment Strategist |
Office: (412) 385-1008, Mobile: (412) 508-7912 |
WM |
vito.cedro@lpl.com |
vito.cedro@lpl.com |
969 Greentree Road, Suite 320 |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/vitocedro/ |
|
2.018 |
|
|
|
https://www.cedrowm.com/ |
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams. |
|
| Celaya Wealth Management |
Carlos |
Celaya |
President |
(305) 560-4434 |
WM |
carlos@celayawealth.com |
info@celayawealth.com |
38th Ave, Suite 1305 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/carloscelaya/ |
|
|
$433,000 |
|
|
https://celayawealth.com/ |
Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral Gables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth). |
|
| Celestial Wealth Management Towson Financial Planning |
Colin |
Exelby |
President |
(443) 563-1120 |
WM |
colin@celestialwealthmanagement.com |
info@celestialwealthmanagement.com |
1500 Sulgrave Ave. |
Mt. Washington |
MD |
21209 |
United States of America |
North America |
https://www.linkedin.com/in/towsonfinancialadvisor/ |
|
|
|
|
|
https://www.celestialwealthmanagement.com/ |
Armstrong Dixon and Celestial Wealth Management were founded in 2013 and 2009, respectively. We merged in March of 2015 to leverage a combined 55 years of investment and advisory experience. We all strive to help our clients answer the question, ‘What am I missing?’ and to provide clients customized, innovative, professional and dependable service, while being recognized for industry excellence. |
|
| Centennial Wealth Management |
Mark |
Minarik |
Owner / Wealth Advisor |
(208) 612-1012 |
WM |
mark@centennialwm.com |
|
3340 Merlin Dr., Suite 100 |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/mark-minarik-cima®/ |
|
|
|
|
|
https://centennialwealthmanagement.com/ |
|
|
| Centric Wealth Management |
Virgil |
Rutili |
Founder, Wealth Advisor |
(312) 429-6101 |
WM |
vrutili@centricwm.com |
info@centricwm.com |
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/virgil-rutili-cfp®-55389453/ |
|
2.018 |
|
|
https://www.linkedin.com/company/centric-wealth-management-llc/ |
http://www.centricwealthmanagement.com/ |
Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. |
|
| Centric Wealth Management |
Garett |
Nesbitt |
Chief Investment Officer |
(312) 429-6104 |
WM |
gnesbitt@centricwm.com |
info@centricwm.com |
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/garett-nesbitt/ |
|
2.018 |
|
|
https://www.linkedin.com/company/centric-wealth-management-llc/ |
http://www.centricwealthmanagement.com/ |
Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. |
|
| Centric Wealth Management |
Kelli |
Darner Wang |
Director of Financial Planning |
(312) 429-6103 |
WM |
kwang@centricwm.com |
info@centricwm.com |
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/kelli-darner-wang-8b633412/ |
|
2.018 |
|
|
https://www.linkedin.com/company/centric-wealth-management-llc/ |
http://www.centricwealthmanagement.com/ |
Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. |
|
| Centric Wealth Management |
Catalina |
Ulloa |
Director of Client Services |
(312) 429-6102 |
WM |
culloa@centricwm.com |
info@centricwm.com |
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/catalina-ulloa-3b6aa374/ |
|
2.018 |
|
|
https://www.linkedin.com/company/centric-wealth-management-llc/ |
http://www.centricwealthmanagement.com/ |
Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. |
|
| Centric Wealth Management |
James |
Murray |
Wealth Advisor |
(312) 429-6105 |
WM |
jmurray@centricwm.com |
info@centricwm.com |
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jim-murray-aaab8a15b/ |
|
2.018 |
|
|
https://www.linkedin.com/company/centric-wealth-management-llc/ |
http://www.centricwealthmanagement.com/ |
Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. |
|
| Century Wealth Management, LLC |
Jay |
Healy |
President and Founder |
(901) 850-5532 |
WM |
Jay@CenturyWealth.com |
info@CenturyWealth.com |
1770 Kirby Pkwy Ste 117 |
Memphis |
TN |
38138 |
United States of America |
North America |
https://www.linkedin.com/in/jayhealy |
|
2.000 |
|
|
https://www.linkedin.com/company/century-wealth-management/ |
https://www.centurywealth.com/ |
Century Wealth Management is a multi-family office located in Memphis, TN, providing comprehensive, integrated advice to our client families. We were founded as Progress Capital, Inc. in 2000 to serve the investing needs of a single family after the sale of a Memphis-based business. Recognizing the opportunity to bring our expertise and strategies to a broader audience, we transitioned to a multi-family office format and rebranded the company as Century Wealth Management, LLC. |
|
| Century Wealth Management, LLC |
Greg |
Davis |
Principal and Advisor |
(901) 850-5532 |
WM |
greg@centurywealth.com |
info@CenturyWealth.com |
1770 Kirby Pkwy Ste 117 |
Memphis |
TN |
38138 |
United States of America |
North America |
https://www.linkedin.com/in/gregdaviscpa |
|
2.000 |
|
|
https://www.linkedin.com/company/century-wealth-management/ |
https://www.centurywealth.com/ |
Century Wealth Management is a multi-family office located in Memphis, TN, providing comprehensive, integrated advice to our client families. We were founded as Progress Capital, Inc. in 2000 to serve the investing needs of a single family after the sale of a Memphis-based business. Recognizing the opportunity to bring our expertise and strategies to a broader audience, we transitioned to a multi-family office format and rebranded the company as Century Wealth Management, LLC. |
|
| Century Wealth Management, LLC |
Mary |
Ryan Harris |
Associate Advisor |
(901) 850-5532 |
WM |
Ryan@CenturyWealth.com |
info@CenturyWealth.com |
1770 Kirby Pkwy Ste 117 |
Memphis |
TN |
38138 |
United States of America |
North America |
https://www.linkedin.com/in/mary-ryan-harris-fpqp™%EF%B8%8F-788a2943/ |
|
2.000 |
|
|
https://www.linkedin.com/company/century-wealth-management/ |
https://www.centurywealth.com/ |
Century Wealth Management is a multi-family office located in Memphis, TN, providing comprehensive, integrated advice to our client families. We were founded as Progress Capital, Inc. in 2000 to serve the investing needs of a single family after the sale of a Memphis-based business. Recognizing the opportunity to bring our expertise and strategies to a broader audience, we transitioned to a multi-family office format and rebranded the company as Century Wealth Management, LLC. |
|
| Cerity Partners (fka HPM Partners, LLC) |
Pierre |
duPont |
Partner |
(212) 850-4260 |
WM |
pdupont@hpmpartners.com |
|
335 Madison Avenue, 23rd Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/pierresdupont/ |
|
|
|
|
https://www.linkedin.com/company/cerity-partners/ |
https://www.hpmpartners.com/about-us/ |
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. |
|
| Cerity Partners (fka HPM Partners, LLC) |
Rebecca |
LaPlant |
Office Manager |
(212) 850-4260 |
WM |
rlaplant@ceritypartners.com |
|
335 Madison Avenue, 23rd Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-laplant-b2641b10/ |
|
|
|
|
https://www.linkedin.com/company/cerity-partners/ |
https://www.hpmpartners.com/about-us/ |
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. |
|
| Cerity Partners (fka HPM Partners, LLC) |
David |
Jumper |
Partner |
(212) 850-4260 |
WM |
djumper@hpmpartners.com |
|
335 Madison Avenue, 23rd Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/david-d-jumper-cfa-93850425/ |
|
|
|
|
https://www.linkedin.com/company/cerity-partners/ |
https://www.hpmpartners.com/about-us/ |
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. |
|
| Cerity Partners (fka HPM Partners, LLC) |
Steve |
Kurosko |
Partner |
(212) 850-4260 |
WM |
skurosko@hpmpartners.com |
|
335 Madison Avenue, 23rd Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/steven-kurosko-a61b16a/ |
|
|
|
|
https://www.linkedin.com/company/cerity-partners/ |
https://www.hpmpartners.com/about-us/ |
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. |
|
| Cerity Partners (fka HPM Partners, LLC) |
James |
Lebenthal |
Partner |
(212) 850-4260 |
WM |
jlebenthal@hpmpartners.com |
|
335 Madison Avenue, 23rd Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/james-lebenthal-2793685/ |
|
|
|
|
https://www.linkedin.com/company/cerity-partners/ |
https://www.hpmpartners.com/about-us/ |
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. |
|
| CFO4Life Group LLC |
Levi |
McMellian |
CEO, Executive Director and Founding Partner |
(214) 637-9501 |
WM |
levi.mcmellian@mycfo4life.com |
yourcfo4lifeteam@mycfo4life.com |
735 Plaza Blvd., Suite 100 |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/cfo4lifelevi/ |
|
2.006 |
|
|
https://www.linkedin.com/company/cfo4life/ |
https://www.mycfo4life.com/ |
CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to include comprehensive financial planning and wealth management services and in 2017 became a Focus Financial partner firm. As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve.
At CFO4Life, your goals are our top priority. We avoid proprietary investment products, as we believe they impose an inherent conflict of interest. This allows us to objectively select the investments that we deem are the best fit for your unique situation. |
|
| CFO4Life Group LLC |
Brian |
Chastain |
CIO & Founding Partner |
(214) 637-9502 |
WM |
brian.chastain@mycfo4life.com |
yourcfo4lifeteam@mycfo4life.com |
735 Plaza Blvd., Suite 100 |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/chastainbrian/ |
|
2.006 |
|
|
https://www.linkedin.com/company/cfo4life/ |
https://www.mycfo4life.com/ |
CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to include comprehensive financial planning and wealth management services and in 2017 became a Focus Financial partner firm. As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve.
At CFO4Life, your goals are our top priority. We avoid proprietary investment products, as we believe they impose an inherent conflict of interest. This allows us to objectively select the investments that we deem are the best fit for your unique situation. |
|
| CFO4Life Group LLC |
Rusty |
Boaz |
Principal, Tax Planning Director & Partner |
(214) 637-9504 |
WM |
rusty.boaz@mycfo4life.com |
yourcfo4lifeteam@mycfo4life.com |
735 Plaza Blvd., Suite 100 |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/rustyboaz/ |
|
2.006 |
|
|
https://www.linkedin.com/company/cfo4life/ |
https://www.mycfo4life.com/ |
CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to include comprehensive financial planning and wealth management services and in 2017 became a Focus Financial partner firm. As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve.
At CFO4Life, your goals are our top priority. We avoid proprietary investment products, as we believe they impose an inherent conflict of interest. This allows us to objectively select the investments that we deem are the best fit for your unique situation. |
|
| CFO4Life Group LLC |
Mike |
Busch |
Principal |
(214) 637-9509 |
WM |
mike.busch@mycfo4life.com |
yourcfo4lifeteam@mycfo4life.com |
735 Plaza Blvd., Suite 100 |
Coppell |
TX |
75019 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/cfo4life/ |
https://www.mycfo4life.com/ |
CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to include comprehensive financial planning and wealth management services and in 2017 became a Focus Financial partner firm. As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve.
At CFO4Life, your goals are our top priority. We avoid proprietary investment products, as we believe they impose an inherent conflict of interest. This allows us to objectively select the investments that we deem are the best fit for your unique situation. |
|
| CFO4Life Group LLC |
Kristina |
Miller |
Senior Financial Planner |
(214) 637-9520 |
WM |
kristina.miller@mycfo4life.com |
yourcfo4lifeteam@mycfo4life.com |
735 Plaza Blvd., Suite 100 |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/kristinamillertx/ |
|
2.006 |
|
|
https://www.linkedin.com/company/cfo4life/ |
https://www.mycfo4life.com/ |
CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to include comprehensive financial planning and wealth management services and in 2017 became a Focus Financial partner firm. As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve.
At CFO4Life, your goals are our top priority. We avoid proprietary investment products, as we believe they impose an inherent conflict of interest. This allows us to objectively select the investments that we deem are the best fit for your unique situation. |
|
| CGOV Asset Management |
Don |
Cranston |
Chairman |
(646) 929-7236 |
WM |
dcranston@cgov.ca |
|
21 Bedford Road, Suite 300 |
Toronto |
ON |
M5R 2J9 |
Canada |
North America |
https://www.linkedin.com/in/don-cranston-9466424/ |
|
|
C$171B |
|
https://www.linkedin.com/company/fiera-capital/ |
http://www.cgov.ca/ |
Fiera Capital Corporation is a global independent asset management firm with approximately C$171.0 billion in AUM as at June 30, 2020. We deliver customized multi-asset solutions across traditional and alternative asset classes to institutional, retail and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. |
|
| Ch Wealth Management LLC |
Nancy |
Schulze |
Managing Member |
(972) 644-7112 |
WM |
nancy.schulze@chwealth.com |
|
5001 Spring Valley Rd Ste 850W |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/nancyschulze/ |
|
1.990 |
|
|
https://www.linkedin.com/company/chapman-hext-&-co.-p.c./ |
http://wp2.chwealth.com/ |
Chapman, Hext & Co., P.C. strives to be a dynamic and progressive accounting, tax, financial services and consulting practice, which serves as a model of self-sufficiency that can be achieved by providing outstanding quality service. |
|
| Ch Wealth Management LLC |
Curtis |
Harris |
Managing Director |
(972) 644-7112 |
WM |
curtis.harris@chwealth.com |
|
5001 Spring Valley Rd Ste 850W |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/curtis-harris-cfp®-chfc-021a161/ |
|
1.990 |
|
|
https://www.linkedin.com/company/chapman-hext-&-co.-p.c./ |
http://wp2.chwealth.com/ |
Chapman, Hext & Co., P.C. strives to be a dynamic and progressive accounting, tax, financial services and consulting practice, which serves as a model of self-sufficiency that can be achieved by providing outstanding quality service. |
|
| Ch Wealth Management LLC |
Chris |
Jeffers |
Financial Advisor |
(972) 644-7112 |
WM |
chris.jeffers@chwealth.com |
|
5001 Spring Valley Rd Ste 850W |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/chris-jeffers-mba-chfc-cfs-b3951148/ |
|
1.990 |
|
|
https://www.linkedin.com/company/chapman-hext-&-co.-p.c./ |
http://wp2.chwealth.com/ |
Chapman, Hext & Co., P.C. strives to be a dynamic and progressive accounting, tax, financial services and consulting practice, which serves as a model of self-sufficiency that can be achieved by providing outstanding quality service. |
|
| Ch Wealth Management LLC |
Kathryn |
Gillette |
Financial Planner |
(972) 644-7112 |
WM |
kathryn.gillette@chwealth.com |
|
5001 Spring Valley Rd Ste 850W |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/kathryn-gillette-96a16722/ |
|
1.990 |
|
|
https://www.linkedin.com/company/chapman-hext-&-co.-p.c./ |
http://wp2.chwealth.com/ |
Chapman, Hext & Co., P.C. strives to be a dynamic and progressive accounting, tax, financial services and consulting practice, which serves as a model of self-sufficiency that can be achieved by providing outstanding quality service. |
|
| Chalk Cullum And Associates |
Tiffany |
Taylor |
Executive Director of Finance |
(817) 416-5970 |
WM |
ttaylor@chalkcullum.com |
|
121 Countryside Court, Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/tiffany-taylor-1695b21b/ |
|
2.009 |
|
|
https://www.linkedin.com/company/chalk-cullum-&-associates/ |
http://www.chalkcullum.com/ |
Chalk, Cullum & Associates is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth...empowering them to carry out their purpose. |
|
| Chalk Cullum And Associates |
Annette |
Hamil |
Associates |
(817) 416-5970 |
WM |
ahamil@chalkcullum.com |
|
121 Countryside Court, Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/chalk-cullum-&-associates/ |
http://www.chalkcullum.com/ |
Chalk, Cullum & Associates is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth...empowering them to carry out their purpose. |
|
| Channing Capital Management |
Wendell |
Mackey |
Founder, CoCEO, Chief Investment Officer |
(312) 223-0211 |
WM |
wmackey@channingcapital.com |
info@channingcapital.com |
10 South LaSalle St., Suite 2401 |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/wendell-mackey-cfa-7120ba12a/ |
|
2.006 |
$3 billion |
|
https://www.linkedin.com/company/channing-capital-management/ |
http://www.channingcapital.com/ |
Founded a decade ago, Channing Capital Management is a Chicago-based investment management boutique serving institutional investors. Since inception, we have grown our assets under management by using a consistent, singular investment approach: Intrinsic Value. Long-term performance and tailored client service are long-standing precepts that drive everything we do. |
|
| Channing Capital Management |
Eric |
McKissack |
Founder, Portfolio Manager |
(312) 223-0211 |
WM |
emckissack@channingcapital.com |
info@channingcapital.com |
10 South LaSalle St., Suite 2401 |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/eric-t-mckissack-cfa-880163/ |
|
2.006 |
$3 billion |
|
https://www.linkedin.com/company/channing-capital-management/ |
http://www.channingcapital.com/ |
Founded a decade ago, Channing Capital Management is a Chicago-based investment management boutique serving institutional investors. Since inception, we have grown our assets under management by using a consistent, singular investment approach: Intrinsic Value. Long-term performance and tailored client service are long-standing precepts that drive everything we do. |
|
| Channing Capital Management |
Rodney |
Herenton |
Founder, CoCEO, Chief Business Development & Strategy Officer |
(312) 223-0211 |
WM |
rherenton@channingcapital.com |
info@channingcapital.com |
10 South LaSalle St., Suite 2401 |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/rodney-herenton-86642928/ |
|
2.006 |
$3 billion |
|
https://www.linkedin.com/company/channing-capital-management/ |
http://www.channingcapital.com/ |
Founded a decade ago, Channing Capital Management is a Chicago-based investment management boutique serving institutional investors. Since inception, we have grown our assets under management by using a consistent, singular investment approach: Intrinsic Value. Long-term performance and tailored client service are long-standing precepts that drive everything we do. |
|
| Chapman Wealth Management |
Keith |
Chapman |
Owner |
(214) 432-5460 |
WM |
keith@cwmusa.com |
|
9627 Liptonshire Dr. |
Dallas |
TX |
75238 |
United States of America |
North America |
https://www.linkedin.com/in/keith-chapman-think818/ |
|
|
|
keith@think818.com |
https://think818.com/ |
http://cwmusa.com/ |
At Chapman Wealth Management, our services are tailored to you and your family’s goals. We use next-generation technology designed to yield the best results for your future success. Chapman Wealth Management will work with you to construct strategies which will help you achieve your dreams. Keith combines a high level of integrity along with a vast knowledge of a variety of financial matters to develop an effective approach to maximizing your wealth potential. |
|
| Charles Schwab |
Jason |
Clague |
EVP, Operational Services |
(415) 667-7000 |
WM |
jason.clague@schwab.com |
pt-sales@schwab.com |
211 Main Street |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jasonclague/ |
|
|
$264 billion |
|
|
https://www.schwab.com/ |
The Charles Schwab Corporation provides a variety of financial services to individual investors, independent investment managers, retirement plans, and institutions. The Company provides its clients with securities brokerage, banking, and related financial services through offices in the United States, Puerto Rico, and the United Kingdom. |
|
| Charles Schwab |
Peter |
Crawford |
EVP, CFO |
(415) 667-7000 |
WM |
peter.crawford@schwab.com |
pt-sales@schwab.com |
211 Main Street |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/peter-crawford-b8141/ |
|
|
$264 billion |
|
|
https://www.schwab.com/ |
The Charles Schwab Corporation provides a variety of financial services to individual investors, independent investment managers, retirement plans, and institutions. The Company provides its clients with securities brokerage, banking, and related financial services through offices in the United States, Puerto Rico, and the United Kingdom. |
|
| Charles Schwab |
Tim |
Heier |
EVP, Chief Information Officer |
(415) 667-7000 |
WM |
tim.heier@schwab.com |
pt-sales@schwab.com |
211 Main Street |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/tim-heier-27b4b9/ |
|
|
$264 billion |
|
|
https://www.schwab.com/ |
The Charles Schwab Corporation provides a variety of financial services to individual investors, independent investment managers, retirement plans, and institutions. The Company provides its clients with securities brokerage, banking, and related financial services through offices in the United States, Puerto Rico, and the United Kingdom. |
|
| Charles Sterling Group |
Fran |
McCormack |
Managing Partner |
(646) 937-7300 |
WM |
fmccormack@charlessterling.com |
|
295 Madison Ave. 12th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/fran-mccormack-009a829/ |
|
|
|
|
https://www.linkedin.com/company/charles-sterling-group/ |
https://charlessterling.com/ |
Charles Sterling Group is a retained executive search firm specializing exclusively in leadership positions in the financial services industry. We play a fundamental role in positioning our clients for success by equipping their leadership teams with real-time market intelligence and delivering exceptional talent on every assignment. Our experts solve complex organizational challenges by offering our clientele customized solutions that fit the strategic need of their business. |
|
| Charles Sterling Group |
John |
Brennan |
Partner |
(646) 937-7300 |
WM |
jbrennan@charlessterling.com |
|
295 Madison Ave. 12th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jbrennan21/ |
|
|
|
|
https://www.linkedin.com/company/charles-sterling-group/ |
https://charlessterling.com/ |
Charles Sterling Group is a retained executive search firm specializing exclusively in leadership positions in the financial services industry. We play a fundamental role in positioning our clients for success by equipping their leadership teams with real-time market intelligence and delivering exceptional talent on every assignment. Our experts solve complex organizational challenges by offering our clientele customized solutions that fit the strategic need of their business. |
|
| Charles Sterling Group |
Brian |
Porter |
Managing Partner |
(646) 937-7300 |
WM |
bporter@charlessterling.com |
|
295 Madison Ave. 12th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/briporter/ |
|
|
|
|
https://www.linkedin.com/company/charles-sterling-group/ |
https://charlessterling.com/ |
Charles Sterling Group is a retained executive search firm specializing exclusively in leadership positions in the financial services industry. We play a fundamental role in positioning our clients for success by equipping their leadership teams with real-time market intelligence and delivering exceptional talent on every assignment. Our experts solve complex organizational challenges by offering our clientele customized solutions that fit the strategic need of their business. |
|
| Charter Oak Capital Management |
Jeffrey |
Troiano |
Managing Partner - Senior Financial Advisor |
(800) 646-5720 |
WM |
jeffrey@charteroakcm.com |
info@charteroakcm.com |
Two International Drive, Suite 325 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-troiano-7a721014/ |
|
2.002 |
|
|
https://www.linkedin.com/company/charter-oak-capital-management/ |
https://charteroakcm.com/ |
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. |
|
| Charter Oak Capital Management |
Samuel |
Reid |
Partner - Senior Financial Advisor |
(800) 646-5720 |
WM |
sam@charteroakcm.com |
info@charteroakcm.com |
Two International Drive, Suite 325 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/samuel-reid-84a2291b/ |
|
2.002 |
|
|
https://www.linkedin.com/company/charter-oak-capital-management/ |
https://charteroakcm.com/ |
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. |
|
| Charter Oak Capital Management |
Lena |
Wyand |
Partner - Senior Financial Advisor |
(800) 646-5720 |
WM |
lena@charteroakcm.com |
info@charteroakcm.com |
Two International Drive, Suite 325 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/lena-wyand-7579521/ |
|
2.002 |
|
|
https://www.linkedin.com/company/charter-oak-capital-management/ |
https://charteroakcm.com/ |
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. |
|
| Charter Oak Capital Management |
Karen |
Zaramba |
Partner - Senior Financial Advisor |
(800) 646-5720 |
WM |
karen@charteroakcm.com |
info@charteroakcm.com |
Two International Drive, Suite 325 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/karen-zaramba-38668275/ |
|
2.002 |
|
|
https://www.linkedin.com/company/charter-oak-capital-management/ |
https://charteroakcm.com/ |
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. |
|
| Charter Oak Capital Management |
Todd |
Cesca |
Partner - Senior Financial Advisor |
(800) 646-5720 |
WM |
todd@charteroakcm.com |
info@charteroakcm.com |
Two International Drive, Suite 325 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/todd-cesca-bb659b6/ |
|
2.002 |
|
|
https://www.linkedin.com/company/charter-oak-capital-management/ |
https://charteroakcm.com/ |
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. |
|
| Charter Trust Company |
Joseph |
Pratt |
President & CEO |
(603) 224-1350 |
WM |
jpratt@barharbor.bank |
Questions@chartertrust.com |
90 N Main St |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-m-pratt-2aa115a8/ |
|
1.984 |
|
|
https://www.linkedin.com/company/charter-trust/about/ |
http://www.chartertrust.com/ |
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. We are singularly focused on achieving your financial goals and work every day to earn your trust. Our clients have diverse requirements - from those who are just starting to save to those who are investing savings from a lifetime of work. |
|
| Charter Trust Company |
Douglas |
Tengdin |
Chief Investment Officer |
(603) 252-6509 |
WM |
dtengdin@chartertrust.com |
Questions@chartertrust.com |
90 N Main St |
Concord |
NH |
03301 |
United States of America |
North America |
http://www.linkedin.com/in/dougtengdin |
|
1.984 |
|
|
https://www.linkedin.com/company/charter-trust/about/ |
http://www.chartertrust.com/ |
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. We are singularly focused on achieving your financial goals and work every day to earn your trust. Our clients have diverse requirements - from those who are just starting to save to those who are investing savings from a lifetime of work. |
|
| Charter Trust Company |
Kathryn |
Woodfin |
Director of Wealth Services |
(603) 731-8294 |
WM |
kwoodfin@chartertrust.com |
Questions@chartertrust.com |
90 N Main St |
Concord |
NH |
03301 |
United States of America |
North America |
http://www.linkedin.com/in/kwoodfin |
|
1.984 |
|
|
https://www.linkedin.com/company/charter-trust/about/ |
http://www.chartertrust.com/ |
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. We are singularly focused on achieving your financial goals and work every day to earn your trust. Our clients have diverse requirements - from those who are just starting to save to those who are investing savings from a lifetime of work. |
|
| Charter Trust Company |
Deanna |
Wilson |
SVP & Wealth Manager |
(603) 224-1350 |
WM |
dwilson@chartertrust.com |
Questions@chartertrust.com |
90 N Main St |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/deanna-wilson-cfp®-ctfa-703868b/ |
|
1.984 |
|
|
https://www.linkedin.com/company/charter-trust/about/ |
http://www.chartertrust.com/ |
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. We are singularly focused on achieving your financial goals and work every day to earn your trust. Our clients have diverse requirements - from those who are just starting to save to those who are investing savings from a lifetime of work. |
|
| Charter Trust Company |
Maureen |
Kimball |
VP & Wealth Manager |
(603) 224-1350 |
WM |
mkimball@chartertrust.com |
Questions@chartertrust.com |
90 N Main St |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/maureen-kimball-68034410 |
|
1.984 |
|
|
https://www.linkedin.com/company/charter-trust/about/ |
http://www.chartertrust.com/ |
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. We are singularly focused on achieving your financial goals and work every day to earn your trust. Our clients have diverse requirements - from those who are just starting to save to those who are investing savings from a lifetime of work. |
|
| Chatham Wealth Management |
Daniel |
Moskowitz |
President and Chief Investment Officer |
(800) 472-8086 |
WM |
dan@chathamwealth.com |
info@chathamwealth.com |
10 Town Square Suite 100 |
Chatham |
NJ |
07928 |
United States of America |
North America |
https://www.linkedin.com/in/dan-moskowitz-38ba62b/ |
|
2.000 |
|
|
https://www.linkedin.com/company/chatham-wealth-management/ |
http://www.chathamwealth.com/ |
Chatham Wealth Management is a boutique wealth management firm serving individuals retirement plans and trusts. Chatham Wealth is a fee-only advisor and held to a fiduciary standard. Our model avoids conflicts of interest that can arise within broker or sales based management companies and ensures Chatham Wealth’s interests are aligned with client’s interests. At Chatham Wealth, your success is our success. |
|
| Chattertons Solicitors & Wealth Management |
Robert |
Alcock |
Head of Conveyancing & Partner |
44 150 752-8113 |
WM |
robert.alcock@chattertons.com |
|
1 Flavian Road |
Lincoln |
Lincolnshire |
LN2 4GR |
United Kingdom |
Europe |
https://www.linkedin.com/in/robert-alcock-3284a32a/ |
|
|
|
|
https://www.linkedin.com/company/chattertons-solicitors/?originalSubdomain=ph |
https://www.chattertons.com/ |
Chattertons is a leading firm of solicitors and provider of wealth management services in Lincolnshire and across the East Midlands.
The firm provides a comprehensive range of services delivering first class, client focused and trusted advice to individuals and businesses from its offices in Boston, Grantham, Horncastle, Lincoln, Newark, Sleaford, Spalding and Stamford. |
|
| Chattertons Solicitors & Wealth Management |
Edward |
Conway |
CEO |
44 152 255-1180 |
WM |
edward.conway@chattertons.com |
|
1 Flavian Road |
Lincoln |
Lincolnshire |
LN2 4GR |
United Kingdom |
Europe |
https://www.linkedin.com/in/edwardconway/ |
|
|
|
|
https://www.linkedin.com/company/chattertons-solicitors/?originalSubdomain=ph |
https://www.chattertons.com/ |
Chattertons is a leading firm of solicitors and provider of wealth management services in Lincolnshire and across the East Midlands.
The firm provides a comprehensive range of services delivering first class, client focused and trusted advice to individuals and businesses from its offices in Boston, Grantham, Horncastle, Lincoln, Newark, Sleaford, Spalding and Stamford. |
|
| Chattertons Solicitors & Wealth Management |
Robert |
Clark |
Partner |
44 147 651-2065 |
WM |
robert.clark@chattertons.com |
|
1 Flavian Road |
Lincoln |
Lincolnshire |
LN2 4GR |
United Kingdom |
Europe |
https://www.linkedin.com/in/robert-clark-a5143a20/ |
|
|
|
|
https://www.linkedin.com/company/chattertons-solicitors/?originalSubdomain=ph |
https://www.chattertons.com/ |
Chattertons is a leading firm of solicitors and provider of wealth management services in Lincolnshire and across the East Midlands.
The firm provides a comprehensive range of services delivering first class, client focused and trusted advice to individuals and businesses from its offices in Boston, Grantham, Horncastle, Lincoln, Newark, Sleaford, Spalding and Stamford. |
|
| Chattertons Solicitors & Wealth Management |
Ben |
Ellis |
Head of Department and Partner |
44 152 941-1507 |
WM |
ben.ellis@chattertons.com |
|
1 Flavian Road |
Lincoln |
Lincolnshire |
LN2 4GR |
United Kingdom |
Europe |
https://www.linkedin.com/in/ben-ellis-72359652/ |
|
|
|
|
https://www.linkedin.com/company/chattertons-solicitors/?originalSubdomain=ph |
https://www.chattertons.com/ |
Chattertons is a leading firm of solicitors and provider of wealth management services in Lincolnshire and across the East Midlands.
The firm provides a comprehensive range of services delivering first class, client focused and trusted advice to individuals and businesses from its offices in Boston, Grantham, Horncastle, Lincoln, Newark, Sleaford, Spalding and Stamford. |
|
| Chattertons Solicitors & Wealth Management |
Stephen |
Fielding |
Partner |
44 152 281-4603 |
WM |
stephen.fielding@chattertons.com |
|
1 Flavian Road |
Lincoln |
Lincolnshire |
LN2 4GR |
United Kingdom |
Europe |
|
|
|
|
|
https://www.linkedin.com/company/chattertons-solicitors/?originalSubdomain=ph |
https://www.chattertons.com/ |
Chattertons is a leading firm of solicitors and provider of wealth management services in Lincolnshire and across the East Midlands.
The firm provides a comprehensive range of services delivering first class, client focused and trusted advice to individuals and businesses from its offices in Boston, Grantham, Horncastle, Lincoln, Newark, Sleaford, Spalding and Stamford. |
|
| Chequers Financial Management |
Megan |
Gorman |
Managing Partner |
(415) 965-5001 |
WM |
megan.gorman@chequersfinancial.com |
info@chequersfinancial.com |
847 Sansome Street, Ste 250 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/megangormancfm/ |
|
2.015 |
$154 million |
|
https://www.linkedin.com/company/chequers-financial-management/ |
http://www.chequersfinancial.com/ |
Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Based in San Francisco, Chequers works with clients nationally. |
|
| Chequers Financial Management |
Nicole |
Tanenbaum |
Chief Investment Strategist |
(415) 965-5001 |
WM |
nicole.tanenbaum@chequersfinancial.com |
info@chequersfinancial.com |
847 Sansome Street, Ste 250 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/nicole-tanenbaum-741a793/ |
|
2.015 |
$154 million |
|
https://www.linkedin.com/company/chequers-financial-management/ |
http://www.chequersfinancial.com/ |
Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Based in San Francisco, Chequers works with clients nationally. |
|
| Chequers Financial Management |
Edward |
Kearney |
Managing Partner |
(415) 965-5001 |
WM |
edward.kearney@chequersfinancial.com |
info@chequersfinancial.com |
847 Sansome Street, Ste 250 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/edwardkearney/ |
|
2.015 |
$154 million |
|
https://www.linkedin.com/company/chequers-financial-management/ |
http://www.chequersfinancial.com/ |
Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Based in San Francisco, Chequers works with clients nationally. |
|
| Cherry Tree Family Office |
Keith |
Tufte |
President, Investment Advisor |
(952) 253-6006 |
WM |
ktufte@cherrytree.com |
info@cherrytree.com |
301 Carlson Parkway, Suite 103 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/keith-tufte-cfa-6412637/ |
|
1.980 |
|
|
https://www.linkedin.com/company/adam-smith-advisors/about/ |
https://www.cherrytree.com |
Cherry Tree is a premier investment banking and wealth management firm focusing on the middle market. Established in 1980, the firm has its headquarters in Minneapolis, Minnesota, where it specializes in providing M&A and other financial advisory services to business owners, financial sponsors, family offices, and large corporations. |
|
| Cherry Tree Family Office |
Kathleen |
Tranovich |
Investment Advisor |
(952) 253-6016 |
WM |
ktranovich@cherrytree.com |
info@cherrytree.com |
301 Carlson Parkway, Suite 103 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/kathleen-tranovich-cfp®-63283a8/ |
|
1.980 |
|
|
https://www.linkedin.com/company/adam-smith-advisors/about/ |
https://www.cherrytree.com |
Cherry Tree is a premier investment banking and wealth management firm focusing on the middle market. Established in 1980, the firm has its headquarters in Minneapolis, Minnesota, where it specializes in providing M&A and other financial advisory services to business owners, financial sponsors, family offices, and large corporations. |
|
| Cherry Tree Family Office |
John |
O'Connor |
Investment Advisor |
(952) 253-6014 |
WM |
joconnor@cherrytree.com |
info@cherrytree.com |
301 Carlson Parkway, Suite 103 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/john-o-connor-cfa-41459510/ |
|
1.980 |
|
|
https://www.linkedin.com/company/adam-smith-advisors/about/ |
https://www.cherrytree.com |
Cherry Tree is a premier investment banking and wealth management firm focusing on the middle market. Established in 1980, the firm has its headquarters in Minneapolis, Minnesota, where it specializes in providing M&A and other financial advisory services to business owners, financial sponsors, family offices, and large corporations. |
|
| Cherry Tree Family Office |
Conner |
Kolodge |
Investment Advisor |
(952) 253-6009 |
WM |
ckolodge@cherrytree.com |
info@cherrytree.com |
301 Carlson Parkway, Suite 103 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/connerkolodge/ |
|
1.980 |
|
|
https://www.linkedin.com/company/adam-smith-advisors/about/ |
https://www.cherrytree.com |
Cherry Tree is a premier investment banking and wealth management firm focusing on the middle market. Established in 1980, the firm has its headquarters in Minneapolis, Minnesota, where it specializes in providing M&A and other financial advisory services to business owners, financial sponsors, family offices, and large corporations. |
|
| Chesapeake Wealth Advisors |
Michael |
Porter |
Executive Vice President / Wealth Management, Financial Advisor |
Mobile: (302) 304-8008 |
WM |
mporter@janney.com |
|
20 Montchanin Rd., Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/michael-porter-1a883596/ |
|
|
|
|
|
https://advisor.janney.com/chesapeakewealthadvisors/ |
|
|
| Chesapeake Wealth Advisors |
Jeremy |
Lambert |
Senior Vice President / Wealth Management, Financial Advisor |
(302) 304-8006 |
WM |
jlambert@janney.com |
|
20 Montchanin Rd., Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-lambert-037184a7/ |
|
|
|
|
|
https://advisor.janney.com/chesapeakewealthadvisors/ |
|
|
| Chesapeake Wealth Advisors |
Carmel |
Stephano |
Registered Private Client Associate |
Direct: (302) 304-8014 |
WM |
cstephano@janney.com |
|
20 Montchanin Rd., Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/carmel-stephano-3686b66/ |
|
|
|
|
|
https://advisor.janney.com/chesapeakewealthadvisors/ |
|
|
| Chessman Wealth Strategies |
Wade |
Chessman |
President |
(214) 572-2120 |
WM |
wade@chessmanwealth.com |
|
7557 Rambler Road Suite 1010 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/wade-h-chessman-cfp®-a031995/ |
|
2.004 |
$176 million |
|
https://www.linkedin.com/company/chessman-wealth-strategies/ |
https://www.chessmanwealth.com/ |
Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the resources God has entrusted to you. |
|
| Chessman Wealth Strategies |
Sean |
Phillips |
VP of Wealth Management & CCO |
(214) 572-2120 |
WM |
sean@chessmanwealth.com |
|
7557 Rambler Road Suite 1010 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/sean-phillips-cfp-ab62122/ |
|
2.004 |
$176 million |
|
https://www.linkedin.com/company/chessman-wealth-strategies/ |
https://www.chessmanwealth.com/ |
Chessman Wealth Strategies’ mission is to help you make smart choices about your money, helping you to worry less, enjoy life more, and ultimately become better stewards with the resources God has entrusted to you. |
|
| Chevy Chase Trust Company |
Peter |
Welber |
President and CEP, and Board Director |
(240) 497-5055 |
WM |
pwelber@chevychasetrust.com |
info@ChevyChaseTrust.com |
7501 Wisconsin Avenue Suite 1500W |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/peter-welber-2b512643/ |
|
1.999 |
$21,211 million |
|
https://www.linkedin.com/company/chevychasetrust/ |
https://www.chevychasetrust.com/ |
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. |
|
| Chevy Chase Trust Company |
Amy |
Raskin |
Chief Investment Officer |
(240) 497-5034 |
WM |
araskin@chevychasetrust.com |
info@ChevyChaseTrust.com |
7501 Wisconsin Avenue Suite 1500W |
Bethesda |
MD |
20814 |
United States of America |
North America |
|
|
1.999 |
$21,211 million |
|
https://www.linkedin.com/company/chevychasetrust/ |
https://www.chevychasetrust.com/ |
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. |
|
| Chevy Chase Trust Company |
Lawrence |
Fisher II |
President, Family Wealth Services |
(240) 497-5090 |
WM |
lfisher@chevychasetrust.com |
info@ChevyChaseTrust.com |
7501 Wisconsin Avenue Suite 1500W |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/larry-fisher-7b43451b/ |
|
1.999 |
$21,211 million |
|
https://www.linkedin.com/company/chevychasetrust/ |
https://www.chevychasetrust.com/ |
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. |
|
| Chevy Chase Trust Company |
Stacy |
Murchison |
Chief Marketing Officer |
(240) 497-5008 |
WM |
smurchison@chevychasetrust.com |
info@ChevyChaseTrust.com |
7501 Wisconsin Avenue Suite 1500W |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/stacy-murchison-86314b5/ |
|
1.999 |
$21,211 million |
|
https://www.linkedin.com/company/chevychasetrust/ |
https://www.chevychasetrust.com/ |
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. |
|
| Chevy Chase Trust Company |
Lynn M |
Panagos |
Chief Client Services & Operations Officer |
(240) 497-5048 |
WM |
lpanagos@chevychasetrust.com |
info@ChevyChaseTrust.com |
7501 Wisconsin Avenue Suite 1500W |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/lynn-panagos-20986a6/ |
|
1.999 |
$21,211 million |
|
https://www.linkedin.com/company/chevychasetrust/ |
https://www.chevychasetrust.com/ |
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. |
|
| Chicago Capital |
David |
Mabie |
CoFounder |
(312) 429-2330 |
WM |
DMabie@Chi-Cap.com |
Info@Chi-Cap.com |
135 S LaSalle Street, Suite 3450 |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/david-mabie-685895166/ |
|
2.018 |
|
|
https://www.linkedin.com/company/chicago-capital |
https://www.chi-cap.com/ |
Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.
Chi-Cap is an SEC registered investment adviser. We provide customized investment services tailored to the specific goals and circumstances of clients. Chi-Cap was founded on one simple principle: Putting clients first. |
|
| Chicago Capital |
James |
Mabie |
Chairman |
(312) 429-2331 |
WM |
JMabie@Chi-Cap.com |
Info@Chi-Cap.com |
135 S LaSalle Street, Suite 3450 |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/jim-mabie-622218168/ |
|
2.018 |
|
|
https://www.linkedin.com/company/chicago-capital |
https://www.chi-cap.com/ |
Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.
Chi-Cap is an SEC registered investment adviser. We provide customized investment services tailored to the specific goals and circumstances of clients. Chi-Cap was founded on one simple principle: Putting clients first. |
|
| Chicago Capital |
Eric |
Maddix |
Partner |
(312) 429-2334 |
WM |
EMaddix@Chi-Cap.com |
Info@Chi-Cap.com |
135 S LaSalle Street, Suite 3450 |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/eric-maddix-51621a168/ |
|
2.018 |
|
|
https://www.linkedin.com/company/chicago-capital |
https://www.chi-cap.com/ |
Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.
Chi-Cap is an SEC registered investment adviser. We provide customized investment services tailored to the specific goals and circumstances of clients. Chi-Cap was founded on one simple principle: Putting clients first. |
|
| Chicago Partners Investment Group |
Jim |
Hagedorn |
Founder & Managing Partner |
(312) 284-6363 |
WM |
jim@chicagopartnersllc.com |
|
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jim-hagedorn-cfa-7b355613/ |
|
2.008 |
$1.8B |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. |
|
| Chicago Partners Investment Group |
Anthony |
Halpin |
Founding Partner & COO |
(312) 284-6364 |
WM |
anthony@chicagopartnersllc.com |
|
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-halpin-31900437/ |
|
2.008 |
$1.8B |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. |
|
| Chicago Partners Investment Group |
John |
Nicholas |
Partner |
(312) 284-6363 |
WM |
jim@chicagopartnersllc.com |
|
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/john-nicholas-j-d-caia-aa74a723/ |
|
2.008 |
$1.8B |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. |
|
| Chicago Partners Investment Group |
Marjorie |
Bennett |
Partner |
(510) 655-9333 |
WM |
marjorie@chicagopartnersllc.com |
|
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/marjorie-a-bennett-mba-cfa-7470588/ |
|
2.008 |
$1.8B |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. |
|
| Chicago Partners Investment Group |
Matthew |
Fischer |
Wealth Advisor |
(312) 284-6367 |
WM |
matt@chicagopartnersllc.com |
|
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/mtpfischer/ |
|
2.008 |
$1.8B |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. |
|
| Chicago Partners Wealth Advisors |
Jim |
Hagedorn |
Managing Partner |
(312) 284-6363 |
WM |
jim@chicagopartnersllc.com |
matt@chicagopartnersllc.com |
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jim-hagedorn-cfa-7b355613/ |
|
2.008 |
1 billion |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. |
|
| Chicago Partners Wealth Advisors |
Anthony |
Halpin |
Partner |
(312) 284-6363 |
WM |
anthony@chicagopartnersllc.com |
matt@chicagopartnersllc.com |
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-halpin-31900437/ |
|
2.008 |
1 billion |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. |
|
| Chicago Partners Wealth Advisors |
John |
Nicholas |
Partner |
(312) 789-4303 |
WM |
john@chicagopartnersllc.com |
matt@chicagopartnersllc.com |
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/john-nicholas-aa74a723/ |
|
2.008 |
1 billion |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. |
|
| Chicago Partners Wealth Advisors |
Mark |
Vaughan |
Partner |
(847) 903-7101 |
WM |
mark.vaughan@chicagopartnersllc.com |
matt@chicagopartnersllc.com |
1 N. Wacker Drive, Suite 4110 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/markemoryvaughan/ |
|
2.008 |
1 billion |
|
https://www.linkedin.com/company/chicagopartners/ |
https://www.chicagopartnersllc.com/ |
Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. |
|
| Chicago Wealth Management Group |
John |
Scanlon |
Financial Advisor |
(630) 873-3577 |
WM |
jjscanlon@chicagowmg.com |
info@chicagowmg.com |
160 S. Myrtle Ave., Suite 101 |
Villa Park |
IL |
60181 |
United States of America |
North America |
https://www.linkedin.com/in/johnscanlon/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.013 |
$126M |
|
https://www.linkedin.com/company/chicago-wealth-management-group/ |
https://www.chicagowealthmanagementgroup.com/ |
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer. |
|
| Chicago Wealth Management Group |
Matthew |
Schmit |
Financial Advisor |
(630) 279-3753 |
WM |
MSchmit@ChicagoWMG.com |
info@chicagowmg.com |
160 S. Myrtle Ave., Suite 101 |
Villa Park |
IL |
60181 |
United States of America |
North America |
https://www.linkedin.com/in/matt-schmit-42b8a319/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.013 |
$126M |
|
https://www.linkedin.com/company/chicago-wealth-management-group |
https://www.chicagowealthmanagementgroup.com/ |
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer. |
|
| Chicago Wealth Management Group |
James |
Schmit |
Financial Advisor |
(630) 941-1647 |
WM |
JSchmit@ChicagoWMG.com |
info@chicagowmg.com |
160 S. Myrtle Ave., Suite 101 |
Villa Park |
IL |
60181 |
United States of America |
North America |
|
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.013 |
$126M |
|
https://www.linkedin.com/company/chicago-wealth-management-group |
https://www.chicagowealthmanagementgroup.com/ |
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer. |
|
| Chicago Wealth Management, Inc. |
Jeffrey |
Cribbs |
Managing Principal |
(312) 376-8350 |
WM |
jcribbs@chicagowm.com |
info@chicagowmg.com |
Two North Riverside Plaza, Suite 1620 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-cribbs-2877a31a/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.013 |
$126M |
|
https://www.linkedin.com/company/chicago-wealth-management-group |
https://www.chicagowealthmanagementgroup.com/ |
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer. |
|
| Chicago Wealth Management, Inc. |
Nicholas |
Thompson |
Principal & Portfolio Manager |
(312) 376-8350 |
WM |
nthompson@chicagowm.com |
info@chicagowmg.com |
Two North Riverside Plaza, Suite 1620 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-thompson-cfp®-42b3365/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.013 |
$126M |
|
https://www.linkedin.com/company/chicago-wealth-management-group |
https://www.chicagowealthmanagementgroup.com/ |
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer. |
|
| Chicago Wealth Management, Inc. |
Whitney |
Harris Ribbens |
Principal & Portfolio Manager |
(312) 376-8354 |
WM |
wharris@chicagowm.com |
info@chicagowmg.com |
Two North Riverside Plaza, Suite 1620 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.013 |
$126M |
|
https://www.linkedin.com/company/chicago-wealth-management-group |
https://www.chicagowealthmanagementgroup.com/ |
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer. |
|
| Chilton Capital Management |
Mike |
Rome |
CEO |
(713) 650-1995 |
WM |
mrome@chiltoncapital.com |
info@chiltoncapital.com |
1177 West Loop South, Suite 1750 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/mike-rome-69700a23/ |
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/chilton-capital-management/ |
https://www.chiltoncapital.com/ |
Chilton Capital Management is a Registered Investment Advisor (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts. |
|
| Chilton Capital Management |
David |
Underwood |
President / CFO |
(713) 650-1995 |
WM |
dmunderwood@chiltoncapital.com |
info@chiltoncapital.com |
1177 West Loop South, Suite 1750 |
Houston |
TX |
77027 |
United States of America |
North America |
|
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/chilton-capital-management/ |
https://www.chiltoncapital.com/ |
Chilton Capital Management is a Registered Investment Advisor (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts. |
|
| Chilton Capital Management |
A. Chris |
St Paul |
Chief Compliance Officer |
(713) 650-1995 |
WM |
cstpaul@chiltoncapital.com |
info@chiltoncapital.com |
1177 West Loop South, Suite 1750 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/chris-st-paul-33300812/ |
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/chilton-capital-management/ |
https://www.chiltoncapital.com/ |
Chilton Capital Management is a Registered Investment Advisor (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts. |
|
| Chilton Capital Management |
Bruce |
Garrison |
Senior Managing Director, REIT Strategy |
(713) 650-1995 |
WM |
bgarrison@chiltoncapital.com |
info@chiltoncapital.com |
1177 West Loop South, Suite 1750 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-g-garrison-cfa-7bab1653/ |
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/chilton-capital-management/ |
https://www.chiltoncapital.com/ |
Chilton Capital Management is a Registered Investment Advisor (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts. |
|
| Chilton Capital Management |
Charles |
Lamme |
Managing Director |
(713) 650-1995 |
WM |
clamme@chiltoncapital.com |
info@chiltoncapital.com |
1177 West Loop South, Suite 1750 |
Houston |
TX |
77027 |
United States of America |
North America |
|
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/chilton-capital-management/ |
https://www.chiltoncapital.com/ |
Chilton Capital Management is a Registered Investment Advisor (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts. |
|
| Chlumsky Wealth Management Group of Wells Fargo Advisors |
Nick |
Chlumsky |
First Vice President - Investment Officer |
(239) 479-7979 |
WM |
nicholas.chlumsky@wfadvisors.com |
|
12140 Carissa Commerce Court, Suite 100 |
Fort Myers |
FL |
33966 |
United States of America |
North America |
https://www.linkedin.com/in/nickchlumsky/ |
|
|
|
nick.chlumsky@wfadvisors.com |
|
https://fa.wellsfargoadvisors.com/chlumsky-wealth-management |
The Chlumsky Wealth Management Group of Wells Fargo Advisors specializes in helping high net worth individuals and their families build, manage, preserve and transition wealth. Our distinctive wealth management process is based on the fundamental concepts of sound financial advice, a customized, long-term plan and well-executed investments. Our approach is always personalized because every client's financial needs are unique. By taking the time to understand your personal values and priorities, we are better equipped to help you attain the life you want to live and the legacy you want to leave behind. |
|
| Chlumsky Wealth Management Group of Wells Fargo Advisors |
Al |
Rich |
Financial Advisor |
(239) 479-7911 |
WM |
al.rich@wfadvisors.com |
|
12140 Carissa Commerce Court, Suite 100 |
Fort Myers |
FL |
33966 |
United States of America |
North America |
https://www.linkedin.com/in/alfredrich/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/chlumsky-wealth-management |
The Chlumsky Wealth Management Group of Wells Fargo Advisors specializes in helping high net worth individuals and their families build, manage, preserve and transition wealth. Our distinctive wealth management process is based on the fundamental concepts of sound financial advice, a customized, long-term plan and well-executed investments. Our approach is always personalized because every client's financial needs are unique. By taking the time to understand your personal values and priorities, we are better equipped to help you attain the life you want to live and the legacy you want to leave behind. |
|
| Chlumsky Wealth Management Group of Wells Fargo Advisors |
Pamela |
Mahar |
Financial Consultant |
(239) 479-7979 |
WM |
pam.mahar@wellsfargoadvisors.com |
|
12140 Carissa Commerce Court, Suite 100 |
Fort Myers |
FL |
33966 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/chlumsky-wealth-management |
The Chlumsky Wealth Management Group of Wells Fargo Advisors specializes in helping high net worth individuals and their families build, manage, preserve and transition wealth. Our distinctive wealth management process is based on the fundamental concepts of sound financial advice, a customized, long-term plan and well-executed investments. Our approach is always personalized because every client's financial needs are unique. By taking the time to understand your personal values and priorities, we are better equipped to help you attain the life you want to live and the legacy you want to leave behind. |
|
| Chlumsky Wealth Management Group of Wells Fargo Advisors |
Beth |
DiRoma |
Assistant Vice President / Senior Registered Client Associate |
(239) 479-7955 |
WM |
beth.diroma@wfadvisors.com |
|
12140 Carissa Commerce Court, Suite 100 |
Fort Myers |
FL |
33966 |
United States of America |
North America |
|
|
|
|
beth.diroma@wellsfargoadvisors.com |
|
https://fa.wellsfargoadvisors.com/chlumsky-wealth-management |
The Chlumsky Wealth Management Group of Wells Fargo Advisors specializes in helping high net worth individuals and their families build, manage, preserve and transition wealth. Our distinctive wealth management process is based on the fundamental concepts of sound financial advice, a customized, long-term plan and well-executed investments. Our approach is always personalized because every client's financial needs are unique. By taking the time to understand your personal values and priorities, we are better equipped to help you attain the life you want to live and the legacy you want to leave behind. |
|
| Chlumsky Wealth Management Group of Wells Fargo Advisors |
Christine |
Casale |
Senior Registered Client Associate |
(239) 479-7979 |
WM |
Christine.Casale@wfadvisors.com |
|
12140 Carissa Commerce Court, Suite 100 |
Fort Myers |
FL |
33966 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/chlumsky-wealth-management |
The Chlumsky Wealth Management Group of Wells Fargo Advisors specializes in helping high net worth individuals and their families build, manage, preserve and transition wealth. Our distinctive wealth management process is based on the fundamental concepts of sound financial advice, a customized, long-term plan and well-executed investments. Our approach is always personalized because every client's financial needs are unique. By taking the time to understand your personal values and priorities, we are better equipped to help you attain the life you want to live and the legacy you want to leave behind. |
|
| Choate Investment Advisors |
Todd Martin |
Millay |
Managing Director |
(617) 248-4770 |
WM |
tmillay@choate.com |
info@choateinvestmentadvisors.com |
Two International Place Suite 3000 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/todd-millay-93076064/ |
|
1.899 |
$3,775 million |
|
https://www.linkedin.com/company/choate-hall-&-stewart/ |
https://www.choateinvestmentadvisors.com/ |
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways we believe materially benefit our clients. All of our lawyers are under one roof in Boston, focused on a select group of areas where we practice at the top of the market, nationally and internationally, and represent clients in their largest and most significant matters. |
|
| Choate Investment Advisors |
Charles |
Cheever |
Partner |
(617) 248-4027 |
WM |
ccheever@choate.com |
info@choateinvestmentadvisors.com |
Two International Place Suite 3000 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/charles-cheever-5454726b/ |
|
1.899 |
$3,775 million |
|
https://www.linkedin.com/company/choate-hall-&-stewart/ |
https://www.choateinvestmentadvisors.com/ |
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways we believe materially benefit our clients. All of our lawyers are under one roof in Boston, focused on a select group of areas where we practice at the top of the market, nationally and internationally, and represent clients in their largest and most significant matters. |
|
| Choate Investment Advisors |
John |
Cornish |
Partner |
(617) 973-4900 |
WM |
jcornish@choate.com |
info@choateinvestmentadvisors.com |
Two International Place Suite 3000 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/john-cornish-6b859812/ |
|
1.899 |
$3,775 million |
|
https://www.linkedin.com/company/choate-hall-&-stewart/ |
https://www.choateinvestmentadvisors.com/ |
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways we believe materially benefit our clients. All of our lawyers are under one roof in Boston, focused on a select group of areas where we practice at the top of the market, nationally and internationally, and represent clients in their largest and most significant matters. |
|
| Christopher Street Financial |
Jennifer |
Hatch |
President & Managing Partner |
(212) 242-2800 |
WM |
jen@christopherstreet.com |
info@christopherstreet.com |
475 Park Avenue South, Suite 2100 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/jenhatch/ |
|
1.981 |
$225M |
|
https://www.linkedin.com/company/christopherstreetfinancial/ |
https://www.christopherstreet.com/ |
At Christopher Street Financial, we specialize in wealth building and wealth management. We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals are different. We are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future. We partner with our clients in the community to provide specialized financial planning expertise. Our best work enables these clients to live their best lives. |
|
| Christopher Street Financial |
Judith |
Woodard |
Certified Financial Planner |
(212) 242-2800 |
WM |
jwoodard@christopherstreet.com |
info@christopherstreet.com |
475 Park Avenue South, Suite 2100 |
New York |
NY |
10016 |
United States of America |
North America |
|
|
1.981 |
$225M |
|
https://www.linkedin.com/company/christopherstreetfinancial/ |
https://www.christopherstreet.com/ |
At Christopher Street Financial, we specialize in wealth building and wealth management. We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals are different. We are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future. We partner with our clients in the community to provide specialized financial planning expertise. Our best work enables these clients to live their best lives. |
|
| Christopher Street Financial |
Trish |
Parsons |
Senior Financial Advisor |
(212) 242-2800 |
WM |
trish@christopherstreet.com |
info@christopherstreet.com |
475 Park Avenue South, Suite 2100 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/patriciaparsons98/ |
|
1.981 |
$225M |
|
https://www.linkedin.com/company/christopherstreetfinancial/ |
https://www.christopherstreet.com/ |
At Christopher Street Financial, we specialize in wealth building and wealth management. We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals are different. We are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future. We partner with our clients in the community to provide specialized financial planning expertise. Our best work enables these clients to live their best lives. |
|
| Christopher Street Financial |
Lauren |
Sparks Fonacier |
Financial Planning Analyst |
(212) 242-2800 |
WM |
lauren@christopherstreet.com |
info@christopherstreet.com |
475 Park Avenue South, Suite 2100 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-sparks-cfp®-80bb996/ |
|
1.981 |
$225M |
|
https://www.linkedin.com/company/christopherstreetfinancial/ |
https://www.christopherstreet.com/ |
At Christopher Street Financial, we specialize in wealth building and wealth management. We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals are different. We are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future. We partner with our clients in the community to provide specialized financial planning expertise. Our best work enables these clients to live their best lives. |
|
| Christopher Street Financial |
Rick |
de Beauclair |
Director of Client Services |
(212) 242-2800 |
WM |
rick@christopherstreet.com |
info@christopherstreet.com |
475 Park Avenue South, Suite 2100 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/rickdebeauclair/ |
|
1.981 |
$225M |
|
https://www.linkedin.com/company/christopherstreetfinancial/ |
https://www.christopherstreet.com/ |
At Christopher Street Financial, we specialize in wealth building and wealth management. We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals are different. We are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future. We partner with our clients in the community to provide specialized financial planning expertise. Our best work enables these clients to live their best lives. |
|
| Christopher Street Financial |
Mark |
Lingenfelter |
Chief of Staff |
(212) 242-2800 |
WM |
mark@christopherstreet.com |
info@christopherstreet.com |
475 Park Avenue South, Suite 2100 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/adventuresofmark/ |
|
1.981 |
$225M |
|
https://www.linkedin.com/company/christopherstreetfinancial/ |
https://www.christopherstreet.com/ |
At Christopher Street Financial, we specialize in wealth building and wealth management. We don’t offer cookie-cutter financial plans because we realize everyone’s life and goals are different. We are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future. We partner with our clients in the community to provide specialized financial planning expertise. Our best work enables these clients to live their best lives. |
|
| Churchill Management Group |
Fred |
Fern |
CEO & Chairman |
(877) 937-7110 |
WM |
ffern@churchillmanagement.com |
|
5900 Wilshire Boulevard, Suite 400 |
Los Angeles |
CA |
90036 |
United States of America |
North America |
|
|
1.963 |
|
|
https://www.linkedin.com/company/churchill-management-group/ |
https://www.churchillmanagement.com/ |
Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services. At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations. |
|
| Churchill Management Group |
Randy |
Conner |
President |
(877) 937-7110 |
WM |
rconner@churchillmanagement.com |
|
5900 Wilshire Boulevard, Suite 400 |
Los Angeles |
CA |
90036 |
United States of America |
North America |
https://www.linkedin.com/in/randy-conner-2456934/ |
|
1.963 |
|
|
https://www.linkedin.com/company/churchill-management-group/ |
https://www.churchillmanagement.com/ |
Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services. At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations. |
|
| Churchill Management Group |
Eileen |
Holmes |
EVP |
(877) 937-7110 |
WM |
eholmes@churchillmanagement.com |
|
5900 Wilshire Boulevard, Suite 400 |
Los Angeles |
CA |
90036 |
United States of America |
North America |
|
|
1.963 |
|
|
https://www.linkedin.com/company/churchill-management-group/ |
https://www.churchillmanagement.com/ |
Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services. At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations. |
|
| Churchill Management Group |
Ryan |
Murphy |
EVP |
(877) 937-7110 |
WM |
rmurphy@churchillmanagement.com |
|
5900 Wilshire Boulevard, Suite 400 |
Los Angeles |
CA |
90036 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-murphy-228a0412/ |
|
1.963 |
|
|
https://www.linkedin.com/company/churchill-management-group/ |
https://www.churchillmanagement.com/ |
Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services. At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations. |
|
| CI Financial Corp. |
Kurt |
MacAlpine |
Chief Executive Officer |
(416) 364-1145 |
WM |
kmacalpine@ci.com |
|
2 Queen Street East Twentieth Floor |
Toronto |
ON |
M5C 3G7 |
Canada |
North America |
https://www.linkedin.com/in/kurt-macalpine-0034713/ |
|
|
$117 billion |
|
|
https://www.cifinancial.com/ |
Independent and Canadian-owned, CI Financial is a diversified wealth management firm and one of the country's largest investment companies. |
|
| CI Financial Corp. |
David |
Pauli |
EVP & COO |
(416) 364-1145 |
WM |
dpauli@ci.com |
|
2 Queen Street East Twentieth Floor |
Toronto |
ON |
M5C 3G7 |
Canada |
North America |
https://www.linkedin.com/in/dave-pauli-4437b745/ |
|
|
$117 billion |
|
|
https://www.cifinancial.com/ |
Independent and Canadian-owned, CI Financial is a diversified wealth management firm and one of the country's largest investment companies. |
|
| CI Financial Corp. |
Douglas |
Jamieson |
EVP and CFO |
(416) 681-6508 |
WM |
djamieson@ci.com |
|
2 Queen Street East Twentieth Floor |
Toronto |
ON |
M5C 3G7 |
Canada |
North America |
https://www.linkedin.com/in/doug-jamieson-67a579a/ |
|
|
$117 billion |
|
|
https://www.cifinancial.com/ |
Independent and Canadian-owned, CI Financial is a diversified wealth management firm and one of the country's largest investment companies. |
|
| CIBC Global Asset Management Inc. |
David |
Scandiffio |
President & CEO |
Office: (514) 875-7040, Direct: (416) 542-9210 |
WM |
david.scandiffio@cibc.com |
|
18 York Street, 14th Floor |
Toronto |
ON |
M5J 2T8 |
Canada |
North America |
https://www.linkedin.com/in/david-scandiffio-a169943/ |
|
1.867 |
$183.2 billion |
|
https://www.linkedin.com/company/cibc/ |
https://www.cibc.com/ |
Founded in 1867, CIBC is a leading global financial institution providing a full suite of products and services to over 11 million clients across Canada and around the world. We understand that you, our customer, demand financial products and services that meet your unique needs. We provide these by creating a personalized, flexible and straightforward banking experience that fits your life. Our innovative products and services allow you to bank when and how it is most convenient for you, while our straightforward and honest approach allows you to make informed financial decisions. This culture of innovation and our shared values of trust, teamwork and accountability have consistently led to CIBC being named among the top employers in Canada. They are also why a career at CIBC provides a fulfilling challenge and opportunities for growth – not unlike the country we helped to build. |
|
| CIBC Private Wealth Management |
Richard |
Vandenberg Jr |
Managing Director |
(415) 434-6160 |
WM |
rvandenberg@atlantictrust.com |
|
Three Embarcadero Center, #1600 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/richard-o-vandenberg-jr-72a75a2/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-private-wealth-us/ |
https://www.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
Jack |
Caldwell |
Managing Director |
(415) 434-6161 |
WM |
jcaldwell@atlantictrust.com |
|
Three Embarcadero Center, #1600 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/jack-caldwell-cfp®-b856952/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-private-wealth-us/ |
https://www.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
Ryan Christine |
Coulson |
Managing Director |
(415) 434-6189 |
WM |
rcoulson@atlantictrust.com |
|
Three Embarcadero Center, #1600 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-christine-coulson-a1a9715/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-private-wealth-us/ |
https://www.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
Vicken |
Ekmekjian |
Managing Director |
(415) 433-5844 |
WM |
vekmekjian@atlantictrust.com |
|
Three Embarcadero Center, #1600 |
San Francisco |
CA |
94111 |
United States of America |
North America |
|
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-private-wealth-us/ |
https://www.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
Jennifer |
Man |
Managing Director |
(415) 433-5844 |
WM |
jman@atlantictrust.com |
|
Three Embarcadero Center, #1600 |
San Francisco |
CA |
94111 |
United States of America |
North America |
|
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-private-wealth-us/ |
https://www.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
John |
Markwalter Jr |
Chairman and CEO |
(404) 881-3400 |
WM |
john.markwalter@cibc.com |
|
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/jack-markwalter-b828874/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-atlantictrust-pwm/ |
https://private-wealth.us.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
Eric |
Propper |
President |
(404) 881-3400 |
WM |
eric.propper@cibc.com |
|
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/eric-propper-4b216421/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-atlantictrust-pwm/ |
https://private-wealth.us.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
David |
Donabedian |
Chief Investment Officer |
(404) 881-3400 |
WM |
david.donabedian@cibc.com |
|
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
|
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-atlantictrust-pwm/ |
https://private-wealth.us.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
Scott |
Wilson |
Chief Operating Officer |
(404) 881-3400 |
WM |
scott.wilson@cibc.com |
|
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/wilson-scott-9486086/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-atlantictrust-pwm/ |
https://private-wealth.us.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| CIBC Private Wealth Management |
W. Scott |
Thompson III |
Managing Director |
(404) 881-3400 |
WM |
scott.thompson@cibc.com |
|
3290 Northside Parkway NW, 7th Floor |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/w-scott-thompson-3066a513/ |
|
1.923 |
|
|
https://www.linkedin.com/company/cibc-atlantictrust-pwm/ |
https://private-wealth.us.cibc.com/ |
CIBC Private Wealth Management offers customized services and solutions to meet all of your financial needs. |
|
| Circle Wealth Management, LLC |
Maria |
Chrin |
Managing Partner |
(212) 283-1000 |
WM |
mchrin@circlewm.com |
info@circlewm.com |
126 East 56th Street, 21st Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/maria-l-chrin-54217372/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/circle-wealth-management-llc/about/ |
https://www.circlewm.com/ |
Circle Wealth Management, LLC (CWM) is a private, women-owned investment advisory and wealth management firm with offices in New York City and Summit, New Jersey. The firm provides customized services and tailored investment solutions to high net worth families and foundations. |
|
| Circle Wealth Management, LLC |
Ann |
Kaplan |
Partner |
(212) 283-1000 |
WM |
akaplan@circlewm.com |
info@circlewm.com |
126 East 56th Street, 21st Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/ann-kaplan-7b960228/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/circle-wealth-management-llc/about/ |
https://www.circlewm.com/ |
Circle Wealth Management, LLC (CWM) is a private, women-owned investment advisory and wealth management firm with offices in New York City and Summit, New Jersey. The firm provides customized services and tailored investment solutions to high net worth families and foundations. |
|
| Cirrus Wealth Management |
Joseph |
Heider |
Founder, President and Financial Advisor |
(216) 503-9310 |
WM |
jheider@cirruswealth.com |
CirrusWealth@cirruswealth.com |
6060 Rockside Woods Blvd |
Cleveland |
OH |
44131 |
United States of America |
North America |
https://www.linkedin.com/in/joe-heider-j-d-chfc-clu-9aa7915/ |
|
2.015 |
|
|
https://www.linkedin.com/company/cirrus-wealth-management |
https://cirruswealth.com/ |
Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies and solutions for all aspects of their financial life. |
|
| Cirrus Wealth Management |
Mark |
Bonhard |
Financial Advisor |
(216) 503-9310 |
WM |
mbonhard@cirruswealth.com |
CirrusWealth@cirruswealth.com |
6060 Rockside Woods Blvd |
Cleveland |
OH |
44131 |
United States of America |
North America |
https://www.linkedin.com/in/mark-bonhard-aba45b25/ |
|
2.015 |
|
|
https://www.linkedin.com/company/cirrus-wealth-management |
https://cirruswealth.com/ |
Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies and solutions for all aspects of their financial life. |
|
| Cirrus Wealth Management |
Laura |
Sternheimer |
Senior Client Relationship Manager |
(216) 503-9310 |
WM |
lsternheimer@cirruswealth.com |
CirrusWealth@cirruswealth.com |
6060 Rockside Woods Blvd |
Cleveland |
OH |
44131 |
United States of America |
North America |
https://www.linkedin.com/in/laura-sternheimer-mba-cfp®-b4a3039/ |
|
2.015 |
|
|
https://www.linkedin.com/company/cirrus-wealth-management |
https://cirruswealth.com/ |
Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies and solutions for all aspects of their financial life. |
|
| Cirrus Wealth Management |
Jill |
Franks |
CFO |
(216) 503-9310 |
WM |
jfranks@cirruswealth.com |
CirrusWealth@cirruswealth.com |
6060 Rockside Woods Blvd |
Cleveland |
OH |
44131 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/cirrus-wealth-management |
https://cirruswealth.com/ |
Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies and solutions for all aspects of their financial life. |
|
| Cirrus Wealth Management |
Barbara |
King |
Client Relationship Manager |
(216) 503-9310 |
WM |
bking@cirruswealth.com |
CirrusWealth@cirruswealth.com |
6060 Rockside Woods Blvd |
Cleveland |
OH |
44131 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-king-5097bb188/ |
|
2.015 |
|
|
https://www.linkedin.com/company/cirrus-wealth-management |
https://cirruswealth.com/ |
Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies and solutions for all aspects of their financial life. |
|
| Citadel Finance SA |
Anne |
de Boccard |
Founder |
41 227 188 989 |
WM |
|
direction@citadel.ch |
75-77, avenue de Champel, Case Postale 386 |
Genève 12 |
|
CH-1211 |
Switzerland |
Europe |
|
|
1.998 |
€230M |
|
https://www.linkedin.com/company/citadel-finance-sa |
http://www.citadel.ch/ |
Citadel Finance SA is a Wealth Management company based in Geneva and created in 1998.
We offer Wealth Mangement and Family Office services.
Since 2017, Citadel is proud to offer support to high level sportsmen and share their values of respect, team spirit as well as striving to achieve their greatest potential. |
|
| Citigroup |
Joseph |
Ricotta |
SVP Wealth Management FA |
(212) 559-1000 |
WM |
joseph.ricotta@citi.com |
|
399 Park Avenue |
New York |
NY |
10043 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-ricotta-cfp-crpc-8365a82b/ |
|
1.812 |
$106.8 billion |
|
https://www.linkedin.com/company/citi/ |
https://www.citigroup.com/ |
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. |
|
| Citigroup |
Nathan |
Eldridge |
Managing Director |
(212) 559-1000 |
WM |
nathan.eldridge@citigroup.com |
|
399 Park Avenue |
New York |
NY |
10043 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-eldridge-3b6a534/ |
|
1.812 |
$106.8 billion |
|
https://www.linkedin.com/company/citi/ |
https://www.citigroup.com/ |
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. |
|
| Citigroup |
Marni |
McManus |
Managing Director |
(212) 559-1000 |
WM |
marni.mcmanus@citi.com |
|
399 Park Avenue |
New York |
NY |
10043 |
United States of America |
North America |
https://www.linkedin.com/in/marni-mcmanus-3512b09/ |
|
1.812 |
$106.8 billion |
|
https://www.linkedin.com/company/citi/ |
https://www.citigroup.com/ |
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. |
|
| Citrin Cooperman & Company, LLP |
Alan |
Mandeloff |
President |
(215) 545-4800 |
WM |
amandeloff@citrincooperman.com |
|
529 5th Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/alanmandeloff/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
$1.4B |
|
https://www.linkedin.com/company-beta/2438654/ |
https://www.citrincooperman.com/ |
Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” Rooted in our core values, we provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of our clients; wherever they do business, across the globe. |
x |
| Citrin Cooperman & Company, LLP |
Frank |
Romano |
Partner |
Mobile: (914) 949-2990, Direct: (646) 695-7885, Office: (212) 697-1000 Ext. 1505 |
WM |
fromano@citrincooperman.com |
|
529 5th Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/frank-romano-72859114/ |
Citrin Preservation investment Growth, Open-Ar10604itecture, Privacy investment Outstinvestmenting 1lient Service |
1.979 |
$1.4B |
|
https://www.linkedin.com/in/frank-romano-72859114/ |
https://www.citrincooperman.com/ |
Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” Rooted in our core values, we provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of our clients; wherever they do business, across the globe. |
x |
| Citrine Capital |
Ryan |
Cole |
Managing Partner, Private Wealth Advisor |
Mobile: (215) 990-0284 |
WM |
ryan@citrinecapitaladvisors.com |
info@citrinecapitaladvisors.com |
535 Mission Street, 14th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-sterling-cole-cfp®-4118288/ |
|
2.014 |
|
|
https://www.linkedin.com/company/citrine-capital/ |
https://citrinecapitaladvisors.com/ |
Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive. We help clients manage investments, become financially organized, make prudent financial decisions, mitigate taxes and protect assets and loved ones in the event of loss or hardship. |
|
| Citrine Capital |
Jirayr |
Kembikian |
Managing Partner, Private Wealth Advisor |
(415) 494-8262 |
WM |
jirayr@citrinecapitaladvisors.com |
info@citrinecapitaladvisors.com |
535 Mission Street, 14th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jirayrk/ |
|
2.014 |
|
|
https://www.linkedin.com/company/citrine-capital/ |
https://citrinecapitaladvisors.com/ |
Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive. We help clients manage investments, become financially organized, make prudent financial decisions, mitigate taxes and protect assets and loved ones in the event of loss or hardship. |
|
| Citrine Capital |
Sefa |
Mawuli |
Wealth Advisor |
(415) 494-8262 |
WM |
Sefa@citrinecapitaladvisors.com |
info@citrinecapitaladvisors.com |
535 Mission Street, 14th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/sefamawuli/ |
|
2.014 |
|
|
https://www.linkedin.com/company/citrine-capital/ |
https://citrinecapitaladvisors.com/ |
Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive. We help clients manage investments, become financially organized, make prudent financial decisions, mitigate taxes and protect assets and loved ones in the event of loss or hardship. |
|
| City National Bank |
Christopher |
Carey |
EVP & CFO |
(213) 673-7700 |
WM |
ccareysr@yahoo.com |
|
555 South Flower Street |
Los Angeles |
CA |
90071 |
United States of America |
North America |
https://www.linkedin.com/in/chris-carey-a87469a1/ |
|
1.954 |
$16.5 billion |
|
https://www.linkedin.com/company/city-national-bank/ |
https://www.cnb.com/ |
Chris Carey serves as Chief Financial Officer for the City National Bank. |
|
| CJM Wealth Advisers |
Tracey |
Baker |
President |
(703) 425-0700 |
WM |
bakert@cjmltd.com |
reception@cjmltd.com |
11320 Random Hills Road, Suite 250 |
Fairfax |
VA |
22030 |
United States of America |
North America |
https://www.linkedin.com/in/tracey-baker-cfp®-5888a64/ |
|
1.978 |
$625 million |
|
https://www.linkedin.com/company/cjm-wealth-advisers-ltd-/ |
http://www.cjmltd.com/ |
CJM Wealth Advisers, Ltd. provides independent financial planning and investment advisory services to corporate executives, entrepreneurs, small business owners, and high net worth individuals, couples and families. |
|
| CJM Wealth Advisers |
Brian |
Jones |
Chairman |
(703) 425-0700 |
WM |
bjones@cjmltd.com |
reception@cjmltd.com |
11320 Random Hills Road, Suite 250 |
Fairfax |
VA |
22030 |
United States of America |
North America |
https://www.linkedin.com/in/brian-jones-cfp-05b7646/ |
|
1.978 |
$625 million |
|
https://www.linkedin.com/company/cjm-wealth-advisers-ltd-/ |
http://www.cjmltd.com/ |
CJM Wealth Advisers, Ltd. provides independent financial planning and investment advisory services to corporate executives, entrepreneurs, small business owners, and high net worth individuals, couples and families. |
|
| Claremont Partners Pte. Ltd. |
N/A |
N/A |
|
65 6430 6633 |
WM |
enquiries@cppl.com.sg |
enquiries@cppl.com.sg |
7 Temasek Boulevard, The Penthouse, Suntec Tower One |
Singapore |
|
038987 |
Singapore |
Asia |
|
|
|
|
|
|
https://www.cppl.com.sg/ |
Claremont Family Office is a Singapore-based Fund Management Company registered with Monetary Authority of Singapore and is governed under Securities and Futures Act. We provide customized investment portfolio to meet your needs and risk appetite. |
|
| Clarendon Wealth Management |
John |
Nguyen |
Managing Partner |
(571) 257-3252 |
WM |
john@clarendonwealth.com |
info@clarendonwealth.com |
3033 Wilson Boulevard Suite 700 |
Arlington |
VA |
22201 |
United States of America |
North America |
https://www.linkedin.com/in/jnguyencwm/ |
|
|
|
|
https://www.linkedin.com/company/clarendon-wealth-management/ |
http://www.clarendonwealth.com/ |
At Clarendon Wealth Management, we are committed to using our expertise to help you build and maintain wealth through a comprehensive, transparent and objective approach. We make it our priority to work closely with you to understand your objectives, needs, goals and attitudes toward money and investing. Since each person’s situation is unique, it is important that your financial plan be customized and actionable. |
|
| Clarendon Wealth Management |
Ryan |
McCall |
Partner |
(571) 257-3252 |
WM |
ryan@clarendonwealth.com |
info@clarendonwealth.com |
3033 Wilson Boulevard Suite 700 |
Arlington |
VA |
22201 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-mccall-6a063b7/ |
|
|
|
|
https://www.linkedin.com/company/clarendon-wealth-management/ |
http://www.clarendonwealth.com/ |
At Clarendon Wealth Management, we are committed to using our expertise to help you build and maintain wealth through a comprehensive, transparent and objective approach. We make it our priority to work closely with you to understand your objectives, needs, goals and attitudes toward money and investing. Since each person’s situation is unique, it is important that your financial plan be customized and actionable. |
|
| Clarendon Wealth Management |
Michael |
Ferguson |
Director of Financial Services |
(571) 257-3252 |
WM |
michael@clarendonwealth.com |
info@clarendonwealth.com |
3033 Wilson Boulevard Suite 700 |
Arlington |
VA |
22201 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ferguson-680b68b3/ |
|
|
|
|
https://www.linkedin.com/company/clarendon-wealth-management/ |
http://www.clarendonwealth.com/ |
At Clarendon Wealth Management, we are committed to using our expertise to help you build and maintain wealth through a comprehensive, transparent and objective approach. We make it our priority to work closely with you to understand your objectives, needs, goals and attitudes toward money and investing. Since each person’s situation is unique, it is important that your financial plan be customized and actionable. |
|
| Claret Asset Management Corporation |
William |
Kovalchuk |
President, Portfolio Manager |
(514) 842-6110 |
WM |
wkovalchuk@claret.ca |
|
2000 McGill College Avenue Suite 1150 |
Montreal |
QC |
H3A 3N4 |
Canada |
North America |
https://www.linkedin.com/in/bill-kovalchuk-926984/ |
|
|
$1.6 billion |
|
|
https://claret.ca/ |
Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors. Our offices are located in the heart of downtown Montreal with 37 employees, including 5 portfolio managers. In 2018, we opened an office in Toronto, Ontario. |
|
| Clarfeld Financial Advisors LLC |
Anthony |
Schembri |
Managing Director |
(914) 846-0100 |
WM |
anthony@clarfeld.com |
wealth@clarfeld.com |
520 White Plains Road, 3rd Floor |
Tarrytown |
NY |
10591 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-l-schembri-cpa-53b23a10/ |
|
1.981 |
$6B |
|
https://www.linkedin.com/company/clarfeld-financial-advisors/ |
https://www.clarfeld.com/ |
Clarfeld is a leading wealth management firm and multi-family office. Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services. With a staff of 100 professionals, including 17 shareholders, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Clarfeld presently manages over $6 Billion in assets. |
|
| Clarity Wealth Management |
Howard |
dal Monte |
Investment Advisor |
Phone: (480) 962-1181 Mobile: (480) 776-9670 |
WM |
howard.dalmonte@lpl.com |
|
234 South Power Road, Suite 207 |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
http://www.claritywealthaz.com/ |
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s most trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Clarity Wealth Management |
Deuce |
Everhart |
Financial Advisor |
Phone: (480) 962-1181 Mobile: (480) 225-1058 |
WM |
deuce.everhart@lpl.com |
|
234 South Power Road, Suite 207 |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
http://www.claritywealthaz.com/ |
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s most trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Clarity Wealth Management |
Charles |
Booth |
Financial Advisor |
Phone: (480) 962-1181 Mobile: (480) 525-9999 |
WM |
Charles.booth@lpl.com |
|
234 South Power Road, Suite 207 |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
http://www.claritywealthaz.com/ |
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s most trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Clarity Wealth Management |
Rachelle |
dal Monte |
Financial Advisor |
Phone: (480) 962-1181 Mobile: (480) 495-0556 |
WM |
rachelle.dalmonte@lpl.com |
|
234 South Power Road, Suite 207 |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
http://www.claritywealthaz.com/ |
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s most trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Clarmond Wealth Limited |
Christopher |
Andrew |
Managing Director |
Mobile: 44 771 218-9979 |
WM |
ca@clarmond.co.uk |
info@clarmond.co.uk |
1 Holbein Place |
London |
|
SW1W 8NS |
United Kingdom |
Europe |
https://www.linkedin.com/in/christopher-andrew-00876b12/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
2.010 |
|
|
https://www.clarmondinvestment.com/ |
http://www.clarmond.co.uk/ |
Clarmond Wealth is a boutique wealth management and investment advisory firm which offers a broad but highly personalised service to families, high net worth individuals and their associated businesses. Clarmond wealth draws on the best traditions of merchant banks, investment houses and family offices to offer its clients an integrated and innovative solution that will grow their wealth for current and future generations. |
Zurich Office:
Limmatquai 94
8001 Zurich
Switzerland |
| Clarmond Wealth Limited |
James |
Canales |
CEO & Director |
44 207 060-1400 |
WM |
james.canales@clarmondinvestment.com |
info@clarmond.co.uk |
1 Holbein Place |
London |
|
SW1W 8NS |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-p-canales-452a9b2/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
2.010 |
|
|
https://www.clarmondinvestment.com/ |
http://www.clarmond.co.uk/ |
Clarmond Wealth is a boutique wealth management and investment advisory firm which offers a broad but highly personalised service to families, high net worth individuals and their associated businesses. Clarmond wealth draws on the best traditions of merchant banks, investment houses and family offices to offer its clients an integrated and innovative solution that will grow their wealth for current and future generations. |
Zurich Office:
Limmatquai 94
8001 Zurich
Switzerland |
| Clarmond Wealth Limited |
Mustafa |
Zaidi |
Research and Development |
44 207 060-1400 |
WM |
mnz@clarmond.co.uk |
info@clarmond.co.uk |
1 Holbein Place |
London |
|
SW1W 8NS |
United Kingdom |
Europe |
|
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
2.010 |
|
mustafa.zaidi@clarmondinvestment.com |
https://www.clarmondinvestment.com/ |
http://www.clarmond.co.uk/ |
Clarmond Wealth is a boutique wealth management and investment advisory firm which offers a broad but highly personalised service to families, high net worth individuals and their associated businesses. Clarmond wealth draws on the best traditions of merchant banks, investment houses and family offices to offer its clients an integrated and innovative solution that will grow their wealth for current and future generations. |
Zurich Office:
Limmatquai 94
8001 Zurich
Switzerland |
| Clarus Financial, Inc. |
Bryan |
Koslow |
Principal |
(732) 325-0456 |
WM |
bkoslow@clarusfinancial.com |
|
4400 Route 9 South, Suite 1000 |
Freehold |
NJ |
07728 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-koslow-mba-cfp®-cpa-cff-pfs-aa32272/ |
|
|
|
|
https://www.linkedin.com/company/clarusgroup/ |
https://www.clarusfinancial.com/ |
Clarus Group LLC is an integrated wealth management firm with offices in Freehold, Pennington, Caldwell, New Jersey, and in New York City. Integrated wealth management encompasses financial planning, risk management, tax planning, estate planning, and life transition planning. |
|
| Clarus Financial, Inc. |
Chuck |
Rose |
Wealth Manager |
(732) 325-0456 |
WM |
crose@clarusfinancial.com |
|
4400 Route 9 South, Suite 1000 |
Freehold |
NJ |
07728 |
United States of America |
North America |
https://www.linkedin.com/in/chuckrosecima/ |
|
|
|
|
https://www.linkedin.com/company/clarusgroup/ |
https://www.clarusfinancial.com/ |
Clarus Group LLC is an integrated wealth management firm with offices in Freehold, Pennington, Caldwell, New Jersey, and in New York City. Integrated wealth management encompasses financial planning, risk management, tax planning, estate planning, and life transition planning. |
|
| Clarus Financial, Inc. |
Kaysian |
Gordon |
Wealth Manager |
(732) 325-0456 |
WM |
kgordon@clarusfinancial.com |
|
4400 Route 9 South, Suite 1000 |
Freehold |
NJ |
07728 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/clarusgroup/ |
https://www.clarusfinancial.com/ |
Clarus Group LLC is an integrated wealth management firm with offices in Freehold, Pennington, Caldwell, New Jersey, and in New York City. Integrated wealth management encompasses financial planning, risk management, tax planning, estate planning, and life transition planning. |
|
| Clarus Wealth Advisors LLC |
Josh |
Cooper |
CEO / Investment Advisor Representative |
(623) 583-6840 |
WM |
jcooper@claruswealthadvisors.com |
jstaats@heritagecapitalaz.com |
9125 W. Thunderbird Rd. |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-cooper-7115258/ |
|
|
|
|
https://www.linkedin.com/company/clarus-wealth-advisors/ |
https://www.claruswealthadvisors.com/ |
Clarus Wealth Advisors has three in-house money managers with over 50 years of combined experience. We offer solutions for both individual clients and financial advisors seeking professionally-managed portfolios. Our portfolio suite is robust and diversified, with solutions appropriate for all account sizes and risk profiles. |
|
| Clarus Wealth Advisors LLC |
Theresa |
Fanning |
Chief Operating and Compliance Officer |
(623) 583-6840 |
WM |
tfanning@claruswealthadvisors.com |
jstaats@heritagecapitalaz.com |
9125 W. Thunderbird Rd. |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/theresa-fanning-9633907/ |
|
|
|
|
https://www.linkedin.com/company/clarus-wealth-advisors/ |
https://www.claruswealthadvisors.com/ |
Clarus Wealth Advisors has three in-house money managers with over 50 years of combined experience. We offer solutions for both individual clients and financial advisors seeking professionally-managed portfolios. Our portfolio suite is robust and diversified, with solutions appropriate for all account sizes and risk profiles. |
|
| Clarus Wealth Advisors LLC |
Michael |
Sherman |
Portfolio Manager/Compliance Manager |
(623) 583-6840 |
WM |
msherman@claruswealthadvisors.com |
jstaats@heritagecapitalaz.com |
9125 W. Thunderbird Rd. |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/mike-sherman-81573227/ |
|
|
|
|
https://www.linkedin.com/company/clarus-wealth-advisors/ |
https://www.claruswealthadvisors.com/ |
Clarus Wealth Advisors has three in-house money managers with over 50 years of combined experience. We offer solutions for both individual clients and financial advisors seeking professionally-managed portfolios. Our portfolio suite is robust and diversified, with solutions appropriate for all account sizes and risk profiles. |
|
| Clarus Wealth Advisors LLC |
Ken |
Hartley |
Portfolio Manager |
(623) 583-6840 |
WM |
khartley@claruswealthadvisors.com |
jstaats@heritagecapitalaz.com |
9125 W. Thunderbird Rd. |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/ken-hartley-cfa-mba-bab41324/ |
|
|
|
|
https://www.linkedin.com/company/clarus-wealth-advisors/ |
https://www.claruswealthadvisors.com/ |
Clarus Wealth Advisors has three in-house money managers with over 50 years of combined experience. We offer solutions for both individual clients and financial advisors seeking professionally-managed portfolios. Our portfolio suite is robust and diversified, with solutions appropriate for all account sizes and risk profiles. |
|
| Clarus Wealth Advisors LLC |
Don |
Moenning |
Portfolio Manager |
(623) 583-6840 |
WM |
dmoenning@claruswealthadvisors.com |
jstaats@heritagecapitalaz.com |
9125 W. Thunderbird Rd. |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/don-moenning-aa356424/ |
|
|
|
|
https://www.linkedin.com/company/clarus-wealth-advisors/ |
https://www.claruswealthadvisors.com/ |
Clarus Wealth Advisors has three in-house money managers with over 50 years of combined experience. We offer solutions for both individual clients and financial advisors seeking professionally-managed portfolios. Our portfolio suite is robust and diversified, with solutions appropriate for all account sizes and risk profiles. |
|
| Clear Harbor Asset Management |
Aaron |
Kennon |
CoFounder & CEO |
(212) 867-7310 |
WM |
akennon@clearharboram.com |
gwofford@clearharboram.com |
420 Lexington Ave, Suite 2006 |
New York |
NY |
10170 |
United States of America |
North America |
https://www.linkedin.com/in/aaron-kennon-03b1a67/ |
|
2.009 |
|
|
https://www.linkedin.com/company/clear-harbor-asset-management/ |
https://clearharboram.com/ |
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. |
|
| Clear Harbor Asset Management |
Ian |
Armstrong |
CoFounder & COO |
(212) 867-7310 |
WM |
iarmstrong@clearharboram.com |
gwofford@clearharboram.com |
420 Lexington Ave, Suite 2006 |
New York |
NY |
10170 |
United States of America |
North America |
https://www.linkedin.com/in/ian-armstrong-caia-84797218/ |
|
2.009 |
|
|
https://www.linkedin.com/company/clear-harbor-asset-management/ |
https://clearharboram.com/ |
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. |
|
| Clear Harbor Asset Management |
Roger |
Liddell |
Vice-Chairman & Investment Manager |
(212) 867-7310 |
WM |
rliddell@clearharboram.com |
gwofford@clearharboram.com |
420 Lexington Ave, Suite 2006 |
New York |
NY |
10170 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/clear-harbor-asset-management/ |
https://clearharboram.com/ |
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. |
|
| Clear Harbor Asset Management |
Tim |
Schantz |
Vice-Chairman |
(212) 867-7310 |
WM |
tschantz@clearharboram.com |
gwofford@clearharboram.com |
420 Lexington Ave, Suite 2006 |
New York |
NY |
10170 |
United States of America |
North America |
https://www.linkedin.com/in/timschantz/ |
|
2.009 |
|
|
https://www.linkedin.com/company/clear-harbor-asset-management/ |
https://clearharboram.com/ |
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. |
|
| Clear Harbor Asset Management |
Matthew |
Sexton |
Director |
(212) 867-7310 |
WM |
msexton@clearharboram.com |
gwofford@clearharboram.com |
420 Lexington Ave, Suite 2006 |
New York |
NY |
10170 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-w-sexton-cfp®-cima®/ |
|
2.009 |
|
|
https://www.linkedin.com/company/clear-harbor-asset-management/ |
https://clearharboram.com/ |
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. |
|
| Clear Skies Financial |
Jonathan |
Geib |
Founder and CEO |
(480) 999-2970 |
WM |
jon.geib@clearskiesfinancial.com |
|
5090 N 40th St., Suite 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-geib-2817739b/ |
|
|
|
|
|
http://www.clearskiesfinancial.com/ |
Clear Skies Financial is an independent wealth management firm providing comprehensive investment and wealth planning services to wealthy families and entrepreneurs.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help pursue your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. |
|
| Clearfork Wealth Management |
Shawn |
Smith |
Private Wealth Advisor |
(817) 377-9998 |
WM |
shawn.d.smith@ampf.com |
|
5600 Clearfork Main St., Suite 460 |
Fort Worth |
TX |
76109 |
United States of America |
North America |
https://www.linkedin.com/in/shawnsmith6/ |
Estate Planning Strategies, Retirement Planning Strategies, Small Business, Family Finances, Saving for Education |
|
|
|
|
https://www.ameripriseadvisors.com/team/clearfork-wealth-management/myteam/ |
Clearkfork Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.
Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life. Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth. |
|
| Clearfork Wealth Management |
Jill |
Roberts |
Marketing Director |
(817) 377-9998 |
WM |
jill.s.roberts@ampf.com |
|
5600 Clearfork Main St., Suite 460 |
Fort Worth |
TX |
76109 |
United States of America |
North America |
https://www.linkedin.com/in/jill-roberts-b0698863/ |
Estate Planning Strategies, Retirement Planning Strategies, Small Business, Family Finances, Saving for Education |
|
|
|
|
https://www.ameripriseadvisors.com/team/clearfork-wealth-management/myteam/ |
Clearkfork Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.
Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life. Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth. |
|
| Clearfork Wealth Management |
Homer |
Dansby |
Financial Advisor |
(940) 323-9900 |
WM |
homer.l.dansby@ampf.com |
|
3201 Teasley Lane, Suite 301 |
Denton |
TX |
76210 |
United States of America |
North America |
https://www.linkedin.com/in/homer-dansby-b5161123/ |
Estate Planning Strategies, Retirement Planning Strategies, Small Business, Family Finances, Saving for Education |
|
|
|
|
https://www.ameripriseadvisors.com/team/clearfork-wealth-management/myteam/ |
Clearkfork Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.
Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life. Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth. |
|
| ClearPath Capital Partners |
Paul |
Boyd |
Managing Partner, Head of Investment Committee |
(415) 682-6900 |
WM |
paul@clearpathcapital.com |
info@clearpathcapital.com |
222 Front St 3rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/paul-james-boyd-4988548/ |
|
1.996 |
$261 million |
|
https://www.linkedin.com/company/clearpath-capital-partners |
http://www.clearpathcapital.com/ |
ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in the Silicon Valley and the Venture Capital arena. We're growing significantly after establishing our footprint over the past decade. |
|
| ClearPath Capital Partners |
Nathaniel |
Lane |
Partner |
(415) 682-6900 |
WM |
nathaniel@clearpathcapital.com |
info@clearpathcapital.com |
222 Front St 3rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
|
|
1.996 |
$261 million |
|
https://www.linkedin.com/company/clearpath-capital-partners |
http://www.clearpathcapital.com/ |
ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in the Silicon Valley and the Venture Capital arena. We're growing significantly after establishing our footprint over the past decade. |
|
| ClearPath Capital Partners |
Troy |
Larson |
Partner |
(415) 682-6900 |
WM |
troy@clearpathcapital.com |
info@clearpathcapital.com |
222 Front St 3rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/troy-larson-32a9a696/ |
|
1.996 |
$261 million |
|
https://www.linkedin.com/company/clearpath-capital-partners |
http://www.clearpathcapital.com/ |
ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in the Silicon Valley and the Venture Capital arena. We're growing significantly after establishing our footprint over the past decade. |
|
| ClearRock Capital LLC |
Mark |
Eshman |
Co-founder, Chairman & CIO |
(208) 726-8858 |
WM |
mark@clearrockcapital.com |
|
P.O. Box 607, 131 4th Street East, Suite 320 |
Ketchum |
ID |
83340 |
United States of America |
North America |
https://www.linkedin.com/in/mark-eshman-wealthmanager/ |
|
2.007 |
$107M |
mark.eshman@merceradvisors.com |
https://www.merceradvisors.com/meet-our-team/mark-eshman/ |
https://www.clearrockcapital.com/ |
ClearRock is a fee-only, independent and employee-owned, SEC-registered Investment Advisor (RIA) located in San Francisco, Sun Valley, and Boise. We provide expert and deeply experienced, full-service financial planning and investment management advice along with exceptional, personal client service. What sets us apart is our fresh perspective of the global economy and markets, and the tremendous accountability we maintain with our clients, informed in no small part by our independence from larger, less nimble firms. We work with individuals and families, non-profit organizations and retirement plans who want to take a prudent, disciplined and broadly diversified approach to preserving and growing their wealth over the long term. From Sun Valley to the Silicon Valley, our mission is to foster financial well-being for our clients. |
|
| Clearview Wealth Management, LLC |
Eric |
Clark |
President |
(704) 837-4317 |
WM |
eclark@cvwmgmt.com |
clearview@cvwmgmt.com |
6836 Morrison Blvd., Suite 200 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/eric-clark-1ab95a51/ |
|
2.013 |
|
|
https://www.linkedin.com/company/clearview-wealth-management-charlotte-nc-/ |
http://www.clearviewwealthmgmt.com/ |
Clearview Wealth Management is a privately owned, FEE-ONLY financial planning and investment management firm in Charlotte, NC, formed with a vision of making exceptional client care and ongoing financial guidance available to a wide range of individuals. Our credentialed advisors have over 60 years of combined experience in the financial services industry, including 15 years working together as a team. We are dedicated to core values which keep us grounded in what is most important – providing the best possible care for our clients. |
|
| Clearview Wealth Management, LLC |
Treven |
Ayers |
Chief Investment Officer |
(704) 837-4317 |
WM |
tayers@cvwmgmt.com |
clearview@cvwmgmt.com |
6836 Morrison Blvd., Suite 200 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/treven-ayers-ma-cfs-cfp-r-0415646/ |
|
2.013 |
|
|
https://www.linkedin.com/company/clearview-wealth-management-charlotte-nc-/ |
http://www.clearviewwealthmgmt.com/ |
Clearview Wealth Management is a privately owned, FEE-ONLY financial planning and investment management firm in Charlotte, NC, formed with a vision of making exceptional client care and ongoing financial guidance available to a wide range of individuals. Our credentialed advisors have over 60 years of combined experience in the financial services industry, including 15 years working together as a team. We are dedicated to core values which keep us grounded in what is most important – providing the best possible care for our clients. |
|
| Clearview Wealth Management, LLC |
Cheryl |
Sherrard |
Director of Financial Planning / Senior Financial Advisor |
(704) 837-4317 |
WM |
csherrard@cvwmgmt.com |
clearview@cvwmgmt.com |
6836 Morrison Blvd., Suite 200 |
Charlotte |
NC |
28211 |
United States of America |
North America |
https://www.linkedin.com/in/cherylsherrard/ |
|
2.013 |
|
|
https://www.linkedin.com/company/clearview-wealth-management-charlotte-nc-/ |
http://www.clearviewwealthmgmt.com/ |
Clearview Wealth Management is a privately owned, FEE-ONLY financial planning and investment management firm in Charlotte, NC, formed with a vision of making exceptional client care and ongoing financial guidance available to a wide range of individuals. Our credentialed advisors have over 60 years of combined experience in the financial services industry, including 15 years working together as a team. We are dedicated to core values which keep us grounded in what is most important – providing the best possible care for our clients. |
|
| Clifford Swan Investment Counsel, LLC |
Peter |
Boyle |
Principal, President, Chief Investment Officer |
(626) 792-2228 |
WM |
pboyle@cliffordswan.com |
info@cliffordswan.com |
177 East Colorado Blvd., Suite 550 |
Pasadena |
CA |
91105 |
United States of America |
North America |
https://www.linkedin.com/in/peter-boyle-1a6b363/ |
|
1.915 |
$2.5B |
|
https://www.linkedin.com/company/clifford-swan-investment-counsel |
http://www.cliffordswan.com/ |
Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. |
|
| Clifford Swan Investment Counsel, LLC |
Lloyd |
Wong |
Principal, Investment Counselor |
(626) 792-2228 |
WM |
lwong@cliffordswan.com |
info@cliffordswan.com |
177 East Colorado Blvd., Suite 550 |
Pasadena |
CA |
91105 |
United States of America |
North America |
https://www.linkedin.com/in/lloyd-wong-4894b55/ |
|
1.915 |
$2.5B |
|
https://www.linkedin.com/company/clifford-swan-investment-counsel |
http://www.cliffordswan.com/ |
Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. |
|
| Clinstman Financial Planning |
Dan |
Mauck |
Senior Financial Advisor, Director of Operations |
(817) 410-8200 |
WM |
dan@clintsmanfp.com |
|
660 N Carroll Ave., Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/dan-mauck-cfp®-64517210/ |
|
2.002 |
$225M |
|
https://www.linkedin.com/company/clintsman-financial-planning/ |
http://www.clintsmanfinancialplanning.com/ |
Our firm offers comprehensive financial planning services to those of all wealth levels. Our values are rooted in Faith and Family. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services. |
|
| Clinstman Financial Planning |
Kyle |
Imhof |
Financial Advisor, Director of Technology |
(817) 410-8200 |
WM |
kyle@clintsmanfinancialplanning.com |
|
660 N Carroll Ave., Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/kyleimhof/ |
|
2.002 |
$225M |
|
https://www.linkedin.com/company/clintsman-financial-planning/ |
http://www.clintsmanfinancialplanning.com/ |
Our firm offers comprehensive financial planning services to those of all wealth levels. Our values are rooted in Faith and Family. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services. |
|
| Clintsman Financial Planning |
Bryan |
Clinstman |
Founder, Partner, Director of Practice Management |
(817) 410-8200 |
WM |
bryan@clintsmanfinancialplanning.com |
|
660 N Carroll Ave., Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-clintsman-cfp®-68a37547/ |
|
2.002 |
$225M |
|
https://www.linkedin.com/company/clintsman-financial-planning/ |
http://www.clintsmanfinancialplanning.com/ |
Our firm offers comprehensive financial planning services to those of all wealth levels. Our values are rooted in Faith and Family. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services. |
|
| Clintsman Financial Planning |
Randall |
Crimmings |
Partner, Senior Financial Advisor, Director of Client Service |
(817) 410-8200 |
WM |
randall@clintsmanfinancialplanning.com |
|
660 N Carroll Ave., Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/randall-crimmings-cfp%C2%AE-2b4b6935/ |
|
2.002 |
$225M |
|
https://www.linkedin.com/company/clintsman-financial-planning/ |
http://www.clintsmanfinancialplanning.com/ |
Our firm offers comprehensive financial planning services to those of all wealth levels. Our values are rooted in Faith and Family. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services. |
|
| Clintsman Financial Planning |
Kyle |
Imhof |
Senior Financial Advisor, Director of Operations |
(817) 410-8200 |
WM |
kyle@clintsmanfinancialplanning.com |
|
660 N Carroll Ave., Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/kyleimhof/ |
|
2.002 |
$225M |
|
https://www.linkedin.com/company/clintsman-financial-planning/ |
http://www.clintsmanfinancialplanning.com/ |
Our firm offers comprehensive financial planning services to those of all wealth levels. Our values are rooted in Faith and Family. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services. |
|
| Clintsman Financial Planning |
Mandy |
Sessler |
Senior Financial Advisor |
(817) 410-8200 |
WM |
mandy@clintsmanfinancialplanning.com |
|
660 N Carroll Ave., Suite 140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/mandy-sessler-cfp®-8526194b/ |
|
2.002 |
$225M |
|
https://www.linkedin.com/company/clintsman-financial-planning/ |
http://www.clintsmanfinancialplanning.com/ |
Our firm offers comprehensive financial planning services to those of all wealth levels. Our values are rooted in Faith and Family. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating the client along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any of our financial products or strategies recommended. This provides refreshing objectivity and peace of mind to the financial planning process. And we offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services. |
|
| CMH Wealth Management, LLC |
Karen |
McCloskey |
Chief Financial Officer & Wealth Advisor |
(603) 379-8161 |
WM |
karenm@cmhwealth.com |
invest@cmhwealth.com |
155 Lafayette Road, 3rd Floor, Suite 7 |
North Hampton |
NH |
03862 |
United States of America |
North America |
https://www.linkedin.com/in/karenmccloskey/ |
|
2.009 |
$441M |
|
https://www.linkedin.com/company/cmh-wealth-management-llc/ |
https://cmhwealth.com/ |
CMH Wealth Management is dedicated to protecting and enhancing our client’s financial future. We are a team of investment advisors who serve as fiduciaries, putting your interests first. Our goal is to partner with you, understand your goals, and create a personalized investment and financial plan for managing your wealth.
CMH Wealth was founded in 2009 by a dedicated group of private bank and investment management veterans. This background is reflected in our emphasis on the value of customized investment management, trusted financial advice, and an elevated service standard. As an independent firm, CMH is free to offer unbiased advice. We are not tied to any specific investment products and receive no fees or commissions for any securities or services that we recommend. Our team prides itself on providing independent, meaningful, and personalized advice.
At CMH Wealth we understand how important it is to pick the right independent investment advisor. Clients often come to us when they are navigating a period of transition. That can include the transition of a business, approaching retirement, changing jobs, or one of the many events that can impact a family. We welcome the opportunity to partner with you, developing a financial plan to navigate the next steps of your journey. |
|
| CMH Wealth Management, LLC |
Brian |
Carolan |
Chief Investment Officer & Portfolio Manager |
(603) 379-8161 |
WM |
brianc@cmhwealth.com |
invest@cmhwealth.com |
155 Lafayette Road, 3rd Floor, Suite 7 |
North Hampton |
NH |
03862 |
United States of America |
North America |
https://www.linkedin.com/in/brianpcarolan/ |
|
2.009 |
$441M |
|
https://www.linkedin.com/company/cmh-wealth-management-llc/ |
https://cmhwealth.com/ |
CMH Wealth Management is dedicated to protecting and enhancing our client’s financial future. We are a team of investment advisors who serve as fiduciaries, putting your interests first. Our goal is to partner with you, understand your goals, and create a personalized investment and financial plan for managing your wealth.
CMH Wealth was founded in 2009 by a dedicated group of private bank and investment management veterans. This background is reflected in our emphasis on the value of customized investment management, trusted financial advice, and an elevated service standard. As an independent firm, CMH is free to offer unbiased advice. We are not tied to any specific investment products and receive no fees or commissions for any securities or services that we recommend. Our team prides itself on providing independent, meaningful, and personalized advice.
At CMH Wealth we understand how important it is to pick the right independent investment advisor. Clients often come to us when they are navigating a period of transition. That can include the transition of a business, approaching retirement, changing jobs, or one of the many events that can impact a family. We welcome the opportunity to partner with you, developing a financial plan to navigate the next steps of your journey. |
|
| CMH Wealth Management, LLC |
Kristen |
Hanley |
Chief Compliance Officer & Portfolio Manager |
(603) 379-8161 |
WM |
kristenh@cmhwealth.com |
invest@cmhwealth.com |
155 Lafayette Road, 3rd Floor, Suite 7 |
North Hampton |
NH |
03862 |
United States of America |
North America |
https://www.linkedin.com/in/kristenlhanley09/ |
|
2.009 |
$441M |
|
https://www.linkedin.com/company/cmh-wealth-management-llc/ |
https://cmhwealth.com/ |
CMH Wealth Management is dedicated to protecting and enhancing our client’s financial future. We are a team of investment advisors who serve as fiduciaries, putting your interests first. Our goal is to partner with you, understand your goals, and create a personalized investment and financial plan for managing your wealth.
CMH Wealth was founded in 2009 by a dedicated group of private bank and investment management veterans. This background is reflected in our emphasis on the value of customized investment management, trusted financial advice, and an elevated service standard. As an independent firm, CMH is free to offer unbiased advice. We are not tied to any specific investment products and receive no fees or commissions for any securities or services that we recommend. Our team prides itself on providing independent, meaningful, and personalized advice.
At CMH Wealth we understand how important it is to pick the right independent investment advisor. Clients often come to us when they are navigating a period of transition. That can include the transition of a business, approaching retirement, changing jobs, or one of the many events that can impact a family. We welcome the opportunity to partner with you, developing a financial plan to navigate the next steps of your journey. |
|
| Coast to Coast Wealth Management - Ameriprise Financial Services, Inc. |
Norma |
Tapia |
Client Relationship Manager |
(760) 929-0776 |
WM |
norma.tapia@ampf.com |
norma.tapia@ampf.com |
2111 Palomar Airport Rd., Suite 340 |
Carlsbad |
CA |
92011-1455 |
United States of America |
North America |
https://www.linkedin.com/in/norma-melie-tapia-1859b9aa/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/coast-to-coast-wealth-management/ |
Coast to Coast Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Coastal Bridge Advisors |
Kevin |
Burns |
Founding Partner |
Direct (203) 683-1525; Cell (203) 247-9054 |
WM |
Kburns@coastalbridgeadvisors.com |
|
54 Wilton Road |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-burns-19099a/ |
|
2.008 |
$2B |
|
https://www.linkedin.com/company/coastal-bridge-advisors/ |
https://www.coastalbridgeadvisors.com/ |
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process. |
|
| Coastal Bridge Advisors |
Jim |
Pratt-Heaney |
Founding Partner |
Direct (203) 683-1527; Cell (203) 247-4881 |
WM |
Jpratt-heaney@coastalbridgeadvisors.com |
|
54 Wilton Road |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/jim-pratt-heaney-cima®-6b918620/ |
|
2.008 |
$2B |
|
https://www.linkedin.com/company/coastal-bridge-advisors/ |
https://www.coastalbridgeadvisors.com/ |
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process. |
|
| Coastal Bridge Advisors |
Bill |
Loftus |
Founding Partner |
Direct (203) 683-1528; Cell (203) 984-1418 |
WM |
Bloftus@coastalbridgeadvisors.com |
|
54 Wilton Road |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/bill-loftus-28a99641/ |
|
2.008 |
$2B |
|
https://www.linkedin.com/company/coastal-bridge-advisors/ |
https://www.coastalbridgeadvisors.com/ |
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process. |
|
| Coastal Bridge Advisors |
Jeff |
Fuhrman |
President |
Direct (203) 987-3165; Cell (917) 696-6110 |
WM |
JFuhrman@coastalbridgeadvisors.com |
|
54 Wilton Road |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-fuhrman/ |
|
2.008 |
$2B |
|
https://www.linkedin.com/company/coastal-bridge-advisors/ |
https://www.coastalbridgeadvisors.com/ |
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process. |
|
| Coastal Bridge Advisors |
Mike |
Kazakewich |
Partner / Advisor / Director of Planning |
Direct (203) 683-1529; Cell (203) 804-4941 |
WM |
Mkazakewich@coastalbridgeadvisors.com |
|
54 Wilton Road |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/michael-kazakewich-crpc®-cfp®-b2b01a103/ |
|
2.008 |
$2B |
|
https://www.linkedin.com/company/coastal-bridge-advisors/ |
https://www.coastalbridgeadvisors.com/ |
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process. |
|
| Coastal Wealth - West Palm Beach |
Jeremy |
Straub |
Founder & CEO |
(954) 331-5111 |
WM |
JStraub@mycoastalwealth.com |
info@mycoastalwealth.com |
1000 Corporate Drive, Suite 700 |
Ft. Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/jeremystraub/ |
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| Coastal Wealth - West Palm Beach |
Harris |
Fishman |
Chairman |
(610) 766-3033 |
WM |
hfishman@mycoastalwealth.com |
info@mycoastalwealth.com |
1000 Corporate Drive, Suite 700 |
Ft. Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/harrisfishman/ |
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| Coastal Wealth - West Palm Beach |
Max |
Farahani |
Chief Financial Officer |
(654) 625-1630 |
WM |
mfarahani@mycoastalwealth.com |
info@mycoastalwealth.com |
250 South Australian Avenue, Suite 1200 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/max-farahani-808a33b3/ |
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| Coastal Wealth - West Palm Beach |
Roger |
Dominey |
Executive Vice President |
(904) 997-2312 |
WM |
rdominey@mycoastalwealth.com |
info@mycoastalwealth.com |
1000 Corporate Drive, Suite 700 |
Ft. Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/rogerdominey/ |
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| Coastal Wealth - West Palm Beach |
Charlie |
Parker |
Financial Services Executive |
(561) 207-2300 |
WM |
cparker@mycoastalwealth.com |
info@mycoastalwealth.com |
250 South Australian Avenue, Suite 1200 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/charlie-parker-b22232100/ |
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| Coastal Wealth - West Palm Beach |
Roy |
Perez |
Head of Business Development |
Direct: (954) 689-9422, Mobile: (786) 510-7049 |
WM |
royperez@financialguide.com |
info@mycoastalwealth.com |
1000 Corporate Drive, Suite 700 |
Ft. Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/roy-perez-0920122b/ |
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| Coastal Wealth - West Palm Beach |
Cynthia |
Arevalo |
Assistant |
Direct: (954) 689-9562 |
WM |
carevalo@financialguide.com |
info@mycoastalwealth.com |
1000 Corporate Drive, Suite 700 |
Ft. Lauderdale |
FL |
33334 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/coastal-wealth/ |
https://www.mycoastalwealth.com/ |
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. |
|
| CoBiz Wealth, a part of BOK Financial |
Agnes |
Ryan |
Market Director |
(303) 539-0100 |
WM |
aryan@cobizwealth.com |
|
370 Seventeenth St., Suite 3100 |
Denver |
CO |
80202 |
United States of America |
North America |
https://www.linkedin.com/in/agnes-ryan-a2b65a67/ |
|
|
$859 million |
|
https://www.linkedin.com/company/bok-financial |
https://www.bokfinancialprivatewealth.com/ |
BOK Financial* (BOKF), headquartered in Tulsa, Oklahoma, is one of the top 30 U.S. based bank holding companies. At more than $40 billion in assets, we are one of the largest bank holding companies in the United States. The company's stock is publicly traded on NASDAQ under the Global Select market listings (symbol: BOKF). BOK Financial's holdings include BOKF, NA, BOK Financial Securities, Inc. and Cavanal Hill Investment Management, Inc. BOKF, NA operates the TransFund electronic funds network and four banking divisions: Bank of Albuquerque, Bank of Oklahoma, Bank of Texas and BOK Financial. |
|
| Codeval SA |
Gaudéric |
Massot |
Partner |
41 229 083 250 |
WM |
g.massot@bluewin.ch |
codevalsa@bluewin.ch |
Rue de la Synagogue 41 |
Genève 1 |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/gaudéric-massot-060a3129/ |
|
|
€300M |
|
|
http://www.codeval.ch/ |
|
|
| Coe Financial Group |
Chad |
Coe |
CEO and President |
(847) 282-3170 |
WM |
chad@coefinancial.com |
info@coefinancial.com |
1121 Lake Cook Road Suite P |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/coefinancial/ |
|
1.999 |
|
|
https://www.linkedin.com/company/coe-financial-group/ |
http://www.coefinancial.com/ |
Coe Financial Group is an independently owned wealth management firm delivering personalized service to clients for more than a decade. Our independence allows us to offer an unbiased objective approach to best serve your unique investment needs. At Coe Financial, your peace of mind is our main concern. |
|
| Coerente Capital Management Inc. |
Len |
Racioppo |
Founding Partner |
(514) 360-7940 ext 101 |
WM |
lracioppo@coerente.ca |
|
65 Queen St W #405 |
Toronto |
ON |
M5H 2M8 |
Canada |
North America |
|
|
|
$183.2 billion |
|
|
https://coerente.ca/ |
Coerente Capital Management is an investment counseling firm specializing in private wealth and foundation portfolios.
Coerente Capital Management is an investment advisory company specializing in the management of portfolios of wealthy individuals and foundations. |
|
| Coerente Capital Management Inc. |
Marc |
Trottier |
Founding Partner |
(514) 360-7940 ext 103 |
WM |
mtrottier@coerente.ca |
|
630 boul René Lévesque Ouest
Bureau 2860 |
Montreal |
QC |
H3B 1S6 |
Canada |
North America |
|
|
|
$183.2 billion |
|
|
https://coerente.ca/ |
Coerente Capital Management is an investment counseling firm specializing in private wealth and foundation portfolios.
Coerente Capital Management is an investment advisory company specializing in the management of portfolios of wealthy individuals and foundations. |
|
| Cogent Investment Advisors |
Perry |
Piazza |
President |
(415) 964-1370 |
WM |
|
info@cogentinv.com |
580 California Street, 12th Floor |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/perry-piazza/ |
|
|
|
|
|
https://cogentinvestmentadvisors.com/ |
Cogent Investment Advisors, a boutique investment-focused registered investment advisor in San Francisco, California. |
|
| Cohesion Wealth Advisors, LLC |
Robert |
Rinker |
Partner, Wealth Manager, Business Strategist |
(214) 528-0949 |
WM |
robert@cohesionwealth.com |
info@cohesionwealth.com |
4245 North Central Expressway Suite 235 |
Dallas |
TX |
75205 |
United States of America |
North America |
|
|
2.016 |
|
|
https://www.linkedin.com/company/cohesion-wealth-advisors/ |
http://www.cohesionwealth.com/ |
We commit to challenging conventional, product-centric financial firms and methods by providing you, our clients, with innovative, customer-focused strategies to improve your family's Tax Efficiencies with regard to Income, Retirement, and Wealth Transfer. We do this by putting you at the heart of our business and by developing our relationship based on trust. |
|
| Cohesion Wealth Advisors, LLC |
Matthew |
Bonadona |
Partner |
(214) 528-0949 |
WM |
matt@cohesionwealth.com |
info@cohesionwealth.com |
4245 North Central Expressway Suite 235 |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-bonadona-88598863/ |
|
2.016 |
|
|
https://www.linkedin.com/company/cohesion-wealth-advisors/ |
http://www.cohesionwealth.com/ |
We commit to challenging conventional, product-centric financial firms and methods by providing you, our clients, with innovative, customer-focused strategies to improve your family's Tax Efficiencies with regard to Income, Retirement, and Wealth Transfer. We do this by putting you at the heart of our business and by developing our relationship based on trust. |
|
| Cohesion Wealth Advisors, LLC |
John |
Mark Prewitt |
Partner |
(214) 528-0949 |
WM |
JM@cohesionwealth.com |
info@cohesionwealth.com |
4245 North Central Expressway Suite 235 |
Dallas |
TX |
75205 |
United States of America |
North America |
|
|
2.016 |
|
|
https://www.linkedin.com/company/cohesion-wealth-advisors/ |
http://www.cohesionwealth.com/ |
We commit to challenging conventional, product-centric financial firms and methods by providing you, our clients, with innovative, customer-focused strategies to improve your family's Tax Efficiencies with regard to Income, Retirement, and Wealth Transfer. We do this by putting you at the heart of our business and by developing our relationship based on trust. |
|
| Colbert Investment Management |
Karim |
Armand |
President |
(305) 400-9982 |
WM |
cimops@colbertinvestment.com |
cimops@colbertinvestment.com |
701 Brickell Ave., Suite 2080 |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/colbert-investment-management/ |
https://www.colbertinvestment.com/ |
Colbert Investment Management is an independent Investment Adviser established in 1997 and a Registered Investment Advisor (RIA) under the Investment Adviser Act of 1940. With his Boston University finance degree and more than 15 years of working on Wall Street for such prestigious firms as Chase Manhattan (now JP Morgan Chase) and Prudential Securities (now Wells Fargo) in investment advisory management capacities, Karim Armand decided in 1997 to found his own company, Colbert Investment Management. The value-oriented asset manager feels that in this way he can provide the strong, personal relationships he believes his clients so richly deserve, and which large institutions, despite certain strengths, are oftentimes unable to provide. |
|
| Coldstream Capital Management |
Elaine |
Heller |
Principal, Managing Director |
(425) 283-1600 |
WM |
elaine@coldstream.com |
info@coldstream.com |
One - 100th Ave NE, Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/elaine-heller-cfa-2124454/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
Elaine.Heller@coldstream.com |
https://www.linkedin.com/company/coldstream-capital-management/ |
http://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
Seattle Office:
1200 Westlake Ave N, Suite 900
Seattle, WA 98109
Phone: (206) 281-7700
Fax: (206) 281-8930
BellevueOffice:
500 108th Ave NE, Suite 2000
Bellevue, WA 98004
Phone: (425) 283-1600
Fax: (425) 283-5100 |
| Coldstream Capital Management |
Howard |
Coleman |
Partner and Genesee Investments Managing Director |
(425) 283-1600 |
WM |
howard@coldstream.com |
info@coldstream.com |
One - 100th Ave NE, Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/howardcoleman/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
howard.coleman@coldstream.com, Howard Coleman's Assistant: blake.emery@coldstream.com |
https://www.linkedin.com/company/coldstream-capital-management/ |
http://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
Seattle Office:
1200 Westlake Ave N, Suite 900
Seattle, WA 98109
Phone: (206) 281-7700
Fax: (206) 281-8930
BellevueOffice:
500 108th Ave NE, Suite 2000
Bellevue, WA 98004
Phone: (425) 283-1600
Fax: (425) 283-5101 |
| Coldstream Capital Management |
Joe |
Cervantes |
Partner |
(425) 283-1600 |
WM |
joe@coldstream.com |
info@coldstream.com |
One - 100th Ave NE, Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/joelcervantes/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
|
https://www.linkedin.com/company/coldstream-capital-management/ |
http://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
Seattle Office:
1200 Westlake Ave N, Suite 900
Seattle, WA 98109
Phone: (206) 281-7700
Fax: (206) 281-8930
BellevueOffice:
500 108th Ave NE, Suite 2000
Bellevue, WA 98004
Phone: (425) 283-1600
Fax: (425) 283-5102 |
| Coldstream Wealth Management |
Roger Clifford |
Reynolds |
CoFounder, Partner and Relationship Manager |
(425) 283-1600 |
WM |
roger@coldstream.com |
info@coldstream.com |
One-100th Avenue North East Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/roger-reynolds-49b83a/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
|
https://www.linkedin.com/company/coldstream-capital-management/ |
https://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
|
| Coldstream Wealth Management |
Phil |
Platt |
COO |
(425) 283-1600 |
WM |
phil@coldstream.com |
info@coldstream.com |
One-100th Avenue North East Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/phil-platt-67a398/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
|
https://www.linkedin.com/company/coldstream-capital-management/ |
https://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
|
| Coldstream Wealth Management |
Kevin Michael |
Fitzwilson |
Managing Partner and Relationship Manager |
(425) 283-1600 |
WM |
kevin@coldstream.com |
info@coldstream.com |
One-100th Avenue North East Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/kevinfitzwilson/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
|
https://www.linkedin.com/company/coldstream-capital-management/ |
https://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
|
| Coldstream Wealth Management |
Howard |
Coleman |
Chief Investment Officer |
(425) 283-1600 |
WM |
howard@coldstream.com |
info@coldstream.com |
One-100th Avenue North East Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/howardcoleman/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
|
https://www.linkedin.com/company/coldstream-capital-management/ |
https://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
|
| Coldstream Wealth Management |
Erika Eng |
Yelle |
Chief Compliance Officer |
Direct: (425) 283-1604 |
WM |
erika@coldstream.com |
info@coldstream.com |
One-100th Avenue North East Suite 102 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/erika-yelle-2752345/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.996 |
$2B |
|
https://www.linkedin.com/company/coldstream-capital-management/ |
https://www.coldstream.com/ |
Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning. |
|
| Cole Wealth Management, LLC |
Martin |
Cole |
Managing Member |
(480) 275-6354 |
WM |
mcole@colewealth.com |
|
9332 E Raintree Dr., Suite 100 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/martin-cole-msfs-cfp-chfc-aams-5609aa7/ |
|
|
|
|
https://www.linkedin.com/company/cole-wealth-management/ |
https://colewealth.com/ |
CWM is a fee-based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees, and business entities. |
|
| Cole Wealth Management, LLC |
Jay |
Gehrke |
Senior Advisor |
(480) 275-6354 |
WM |
jgehrke@colewealth.com |
|
9332 E Raintree Dr., Suite 100 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/cole-wealth-management/ |
https://colewealth.com/ |
CWM is a fee-based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees, and business entities. |
|
| Cole Wealth Management, LLC |
Eric |
Stern |
Associate, Financial Advisor |
(480) 275-6354 |
WM |
estern@colewealth.com |
|
9332 E Raintree Dr., Suite 100 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/eric-stern-0b11a237/ |
|
|
|
|
https://www.linkedin.com/company/cole-wealth-management/ |
https://colewealth.com/ |
CWM is a fee-based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees, and business entities. |
|
| Cole Wealth Management, LLC |
Christopher |
Obrien |
Associate, Financial Advisor |
(480) 275-6354 |
WM |
cobrien@colewealth.com |
|
9332 E Raintree Dr., Suite 100 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/chris-o-brien-b198864/ |
|
|
|
|
https://www.linkedin.com/company/cole-wealth-management/ |
https://colewealth.com/ |
CWM is a fee-based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees, and business entities. |
|
| Cole Wealth Management, LLC |
Paul |
Macias |
Associate, Certified Financial Planner |
(480) 275-6354 |
WM |
pmacias@colewealth.com |
|
9332 E Raintree Dr., Suite 100 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/paulcmacias/ |
|
|
|
|
https://www.linkedin.com/company/cole-wealth-management/ |
https://colewealth.com/ |
CWM is a fee-based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees, and business entities. |
|
| Coleford Investment Management Ltd. |
Alain |
Agostini |
Managing Director |
(416) 864-1233 |
WM |
agostini@coleford.net |
info@coleford.net |
44 Victoria St Suite 1701 |
Toronto |
ON |
M5C 1Y2 |
Canada |
North America |
https://www.linkedin.com/in/alain-agostini-10297911/ |
|
1.989 |
$0.6 billion |
|
https://www.linkedin.com/company/coleford-investment-management |
http://coleford.net/ |
Coleford is an independent wealth management firm, providing discretionary investment management services to private clients and their families, charitable foundations, and smaller institutions. We are registered portfolio managers and conservative long-term investors. We focus on protecting our clients’ capital while generating income to support their lifestyle needs, and the required growth to preserve their wealth. |
|
| Coleford Investment Management Ltd. |
Robert |
Hill |
Managing Director |
(416) 864-1233 |
WM |
Hill@coleford.net |
info@coleford.net |
44 Victoria St Suite 1701 |
Toronto |
ON |
M5C 1Y2 |
Canada |
North America |
|
|
1.989 |
$0.6 billion |
|
https://www.linkedin.com/company/coleford-investment-management |
http://coleford.net/ |
Coleford is an independent wealth management firm, providing discretionary investment management services to private clients and their families, charitable foundations, and smaller institutions. We are registered portfolio managers and conservative long-term investors. We focus on protecting our clients’ capital while generating income to support their lifestyle needs, and the required growth to preserve their wealth. |
|
| Coleford Investment Management Ltd. |
Craig |
Middaugh |
Managing Director |
(416) 864-1233 |
WM |
middaugh@coleford.net |
info@coleford.net |
44 Victoria St Suite 1701 |
Toronto |
ON |
M5C 1Y2 |
Canada |
North America |
https://www.linkedin.com/in/craig-middaugh-50577544/ |
|
1.989 |
$0.6 billion |
|
https://www.linkedin.com/company/coleford-investment-management |
http://coleford.net/ |
Coleford is an independent wealth management firm, providing discretionary investment management services to private clients and their families, charitable foundations, and smaller institutions. We are registered portfolio managers and conservative long-term investors. We focus on protecting our clients’ capital while generating income to support their lifestyle needs, and the required growth to preserve their wealth. |
|
| Collective Family Office, LLC |
Trevor |
Hoffmann |
Principal & Chief Operating Officer |
(717) 296-1586 |
WM |
trevor.hoffman@collectivefo.com |
info@CollectiveFO.com |
235 St. Charles Way, Suite 200 |
York |
PA |
17402 |
United States of America |
North America |
https://www.linkedin.com/in/trevor-hoffman-82053ba/ |
|
2.019 |
$105M |
|
https://www.linkedin.com/company/collective-family-office/ |
https://www.collectivefamilyoffice.com/ |
At Collective Family Office, we perform the function of your family's CFO,
serving as your wealth management advocate by integrating the advice from trusted specialists to help you optimize your family’s financial and intergenerational affairs. |
|
| Colman Knight |
Gayle |
Colman |
CoFounder |
(978) 371-2015 |
WM |
gayle@colmanknight.com |
|
18 Audubon Lane |
Carlisle |
MA |
01741 |
United States of America |
North America |
https://www.linkedin.com/in/gayle-knight-colman-cfp®-010a2/ |
|
1.988 |
|
|
https://www.linkedin.com/company/colman-knight-advisory-group-llc |
https://colmanknight.com/ |
Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses ready to partner with leading experts in integral wealth. We believe that wealth is more than money and embody the highest fiduciary standards to help you bring your financial aspirations to fruition. Our unique, holistic approach combines financial expertise, human development, integral mastery, and direct experience which enables you to realize financial mastery and personal well-being as you define them. |
|
| Colman Knight |
Richard |
Colman |
CoFounder |
(978) 371-2015 |
WM |
rich@colmanknight.com |
|
18 Audubon Lane |
Carlisle |
MA |
01741 |
United States of America |
North America |
https://www.linkedin.com/in/richard-colman-esq-b7296/ |
|
1.988 |
|
|
https://www.linkedin.com/company/colman-knight-advisory-group-llc |
https://colmanknight.com/ |
Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses ready to partner with leading experts in integral wealth. We believe that wealth is more than money and embody the highest fiduciary standards to help you bring your financial aspirations to fruition. Our unique, holistic approach combines financial expertise, human development, integral mastery, and direct experience which enables you to realize financial mastery and personal well-being as you define them. |
|
| Colony Family Offices |
Eric |
Ridenour |
Managing Director |
(704) 285-7300 |
WM |
eric.ridenour@colonyfamilyoffices.com |
info@colonycfo.com |
4250 Congress Street, Suite 175 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/eric-ridenour-5b43806b/ |
|
|
|
|
|
https://colonyfamilyoffices.com/ |
Colony is a multi-family office providing fully integrated wealth planning, investment management and fiduciary services to families with significant wealth. Initially established in 2013 to serve its founding family, Colony now represents 25 multi-generational families across the U.S. with over $1.4 billion* in assets under management. |
|
| Colony Family Offices |
Shannon |
Elliotte |
Wealth Advisor |
(704) 285-7300 |
WM |
shannon.elliotte@colonyfamilyoffices.com |
info@colonycfo.com |
4250 Congress Street, Suite 175 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/shannonelliotte/ |
|
|
|
|
|
https://colonyfamilyoffices.com/ |
Colony is a multi-family office providing fully integrated wealth planning, investment management and fiduciary services to families with significant wealth. Initially established in 2013 to serve its founding family, Colony now represents 25 multi-generational families across the U.S. with over $1.4 billion* in assets under management. |
|
| Columbia Asset Management |
Brian |
Weisman |
President |
(734) 665-1454 |
WM |
brian@columbiaasset.com |
|
924 North Main Street, Suite 1 |
Ann Arbor |
MI |
48104 |
United States of America |
North America |
https://www.linkedin.com/in/brian-weisman-6692517/ |
Stocks, Bonds, Mutual Funds, Options, Real Estate, International Investments, Private Equity |
1.997 |
$500.5M |
|
|
http://www.columbiaasset.com/ |
Columbia Asset Management is a fee-only investment advisor and does not accept any commissions or any other form of compensation. The percentage fee we charge for assets under management is lower than industry average. We receive fees only from what we specifically invoice, with no hidden fees or costs, and full transparency.
Columbia Asset Management matches client objectives and profiles with customized investment portfolios. We can meet the individual needs of every client with various types of investments, including but not limited to: stocks, bonds, mutual funds, options, real estate, international investments, and private equity. Sound investment advice and exceptional service – principled with professional integrity and privacy – are key to our firm’s success and are the reasons that we have maintained more than a 99 percent client retention rate on an annual basis since we were founded. |
|
| Columbia Pacific Wealth Management |
Peder |
Schmitz |
Managing Partner |
(415) 792-5172 |
WM |
peder@columbiapacific.com |
info@columbiapacificwm.com |
100 Pine Street, Suite 2700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/peder-schmitz-46764137/ |
|
2.010 |
$3 billion |
|
https://www.linkedin.com/company/columbia-pacific-wealth-management/ |
https://www.columbiapacificwm.com/ |
Columbia Pacific Wealth Management (CPWM) provides comprehensive personal financial management solutions and investment opportunities for high net worth families and institutions. Our team is comprised of experienced and credentialed (CFP®, CFA®, CPA, CLU, CAIA®) wealth management and investment professionals. |
|
| Columbia Pacific Wealth Management |
Alex |
Washburn |
Managing Partner |
(415) 792-5172 |
WM |
alexw@columbiapacific.com |
info@columbiapacificwm.com |
100 Pine Street, Suite 2700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/alex-washburn-9b146131/ |
|
2.010 |
$3 billion |
|
https://www.linkedin.com/company/columbia-pacific-wealth-management/ |
https://www.columbiapacificwm.com/ |
Columbia Pacific Wealth Management (CPWM) provides comprehensive personal financial management solutions and investment opportunities for high net worth families and institutions. Our team is comprised of experienced and credentialed (CFP®, CFA®, CPA, CLU, CAIA®) wealth management and investment professionals. |
|
| Columbia Pacific Wealth Management |
Craige |
Bertero |
Partner | Relationship Manager |
(415) 792-5172 |
WM |
craigeb@columbiapacific.com |
info@columbiapacificwm.com |
100 Pine Street, Suite 2700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/craige-bertero-03b6142/ |
|
2.010 |
$3 billion |
|
https://www.linkedin.com/company/columbia-pacific-wealth-management/ |
https://www.columbiapacificwm.com/ |
Columbia Pacific Wealth Management (CPWM) provides comprehensive personal financial management solutions and investment opportunities for high net worth families and institutions. Our team is comprised of experienced and credentialed (CFP®, CFA®, CPA, CLU, CAIA®) wealth management and investment professionals. |
|
| Columbia Pacific Wealth Management |
Dan |
Damond |
Partner | Relationship Manager |
(415) 792-5172 |
WM |
danield@columbiapacific.com |
info@columbiapacificwm.com |
100 Pine Street, Suite 2700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-damond-4860061/ |
|
2.010 |
$3 billion |
|
https://www.linkedin.com/company/columbia-pacific-wealth-management/ |
https://www.columbiapacificwm.com/ |
Columbia Pacific Wealth Management (CPWM) provides comprehensive personal financial management solutions and investment opportunities for high net worth families and institutions. Our team is comprised of experienced and credentialed (CFP®, CFA®, CPA, CLU, CAIA®) wealth management and investment professionals. |
|
| Columbia Threadneedle Investments |
Nick |
Ring |
CEO |
44 207 464-5000 |
WM |
nick.ring@columbiathreadneedle.com |
ClientServices@columbiathreadneedle.com |
Cannon Place, 78 Cannon Street |
London |
|
EC4N 6AG |
United Kingdom |
Europe |
https://www.linkedin.com/in/nick-ring-92596b11/ |
|
1.994 |
|
|
https://www.linkedin.com/company/threadneedle_investments |
https://www.columbiathreadneedle.co.uk/ |
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. |
|
| Columbia Threadneedle Investments |
William |
Davies |
Chief Investment Officer |
44 207 464-5000 |
WM |
william.davies@columbiathreadneedle.com |
ClientServices@columbiathreadneedle.com |
Cannon Place, 78 Cannon Street |
London |
|
EC4N 6AG |
United Kingdom |
Europe |
https://www.linkedin.com/in/william-davies-a40bb4199/ |
|
1.994 |
|
|
https://www.linkedin.com/company/threadneedle_investments |
https://www.columbiathreadneedle.co.uk/ |
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. |
|
| Columbia Threadneedle Investments |
Peter |
Stone |
Head of Finance |
44 207 464-5000 |
WM |
peter.stone@columbiathreadneedle.com |
ClientServices@columbiathreadneedle.com |
Cannon Place, 78 Cannon Street |
London |
|
EC4N 6AG |
United Kingdom |
Europe |
https://www.linkedin.com/in/peter-stone-32145444/ |
|
1.994 |
|
|
https://www.linkedin.com/company/threadneedle_investments |
https://www.columbiathreadneedle.co.uk/ |
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. |
|
| Columbia Threadneedle Investments |
Laura |
Weatherup |
CoHead of Global Operations and Investor Services |
44 207 464-5000 |
WM |
laura.weatherup@columbiathreadneedle.com |
ClientServices@columbiathreadneedle.com |
Cannon Place, 78 Cannon Street |
London |
|
EC4N 6AG |
United Kingdom |
Europe |
https://www.linkedin.com/in/laura-weatherup-227b7839/ |
|
1.994 |
|
|
https://www.linkedin.com/company/threadneedle_investments |
https://www.columbiathreadneedle.co.uk/ |
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. |
|
| Columbia Threadneedle Investments |
Julie |
Griffiths |
Head of Investment Risk |
44 207 464-5000 |
WM |
laura.weatherup@columbiathreadneedle.com |
ClientServices@columbiathreadneedle.com |
Cannon Place, 78 Cannon Street |
London |
|
EC4N 6AG |
United Kingdom |
Europe |
https://www.linkedin.com/in/julie-griffiths-2041807/ |
|
1.994 |
|
|
https://www.linkedin.com/company/threadneedle_investments |
https://www.columbiathreadneedle.co.uk/ |
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. |
|
| Column Capital Advisors |
Brian |
Upchurch |
President & Managing Director |
(317) 663-6500 |
WM |
brianu@columncapital.com |
info_cc@columncapital.com |
3815 River Crossing Parkway Suite 340 |
Indianpolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/brian-upchurch-6b47694/ |
|
|
|
|
|
http://www.columncapital.com/ |
Column Capital is a fee-only wealth management firm that provides investment management, financial planning and tax advice to high net worth individuals and families. |
|
| Column Capital Advisors |
Kevin |
Sweet |
Executive Director |
(317) 663-6505 |
WM |
kevins@columncapital.com |
info_cc@columncapital.com |
3815 River Crossing Parkway Suite 340 |
Indianpolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-sweet-cfp®-cima-193a21b3/ |
|
|
|
|
|
http://www.columncapital.com/ |
Column Capital is a fee-only wealth management firm that provides investment management, financial planning and tax advice to high net worth individuals and families. |
|
| Column Capital Advisors |
Jeffrey |
Yu |
Executive Director |
(317) 663-6512 |
WM |
JeffYu@columncapital.com |
info_cc@columncapital.com |
3815 River Crossing Parkway Suite 340 |
Indianpolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-yu-20b1b6a/ |
|
|
|
|
|
http://www.columncapital.com/ |
Column Capital is a fee-only wealth management firm that provides investment management, financial planning and tax advice to high net worth individuals and families. |
|
| Column Capital Advisors |
Justin |
Kassanits |
Executive Director |
(317) 663-6513 |
WM |
justink@columncapital.com |
info_cc@columncapital.com |
3815 River Crossing Parkway Suite 340 |
Indianpolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/justin-kassanits-cpa-cfp®-1b5b2233/ |
|
|
|
|
|
http://www.columncapital.com/ |
Column Capital is a fee-only wealth management firm that provides investment management, financial planning and tax advice to high net worth individuals and families. |
|
| Column Capital Advisors |
Sheri |
Kendall |
Executive Director |
(317) 663-6504 |
WM |
SheriK@columncapital.com |
info_cc@columncapital.com |
3815 River Crossing Parkway Suite 340 |
Indianpolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/sheri-kendall-78685041/ |
|
|
|
|
|
http://www.columncapital.com/ |
Column Capital is a fee-only wealth management firm that provides investment management, financial planning and tax advice to high net worth individuals and families. |
|
| Comerica Bank |
Curtis |
Farmer |
Chairman and CEO |
(214) 462-4000 |
WM |
cfarmer@comerica.com |
|
1717 Main Street |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/curt-farmer-467879118/ |
|
1.849 |
|
|
https://www.linkedin.com/company/comerica-bank |
http://www.comgrp.net/ |
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. The Business Bank provides companies of all sizes with an array of credit and non-credit financial products and services. The Retail Bank delivers personalized financial products and services to consumers. Wealth Management serves the needs of high net worth clients and institutions. |
|
| Comerica Bank |
John |
Buchanan |
EVP, Chief Legal Officer/General Counsel |
(214) 462-4000 |
WM |
jbuchanan@comerica.com |
|
1717 Main Street |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/john-buchanan-8ba76829/ |
|
1.849 |
|
|
https://www.linkedin.com/company/comerica-bank |
https://www.comerica.com/ |
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. The Business Bank provides companies of all sizes with an array of credit and non-credit financial products and services. The Retail Bank delivers personalized financial products and services to consumers. Wealth Management serves the needs of high net worth clients and institutions. |
|
| Commonwealth Advisory Group, Ltd. |
Robert |
Lohman |
Chief Investment Officer & Principal |
(412) 531-6040 |
WM |
rlohman@comgrp.net |
info@comgrp.net |
Manor Oak Two, Suite 100 1910 Cochran Road |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/robert-lohman-00299b26/ |
|
1.988 |
$258M |
|
|
http://www.comgrp.net/ |
Commonwealth Advisory Group is an independent Registered Investment Advisor based in Pittsburgh, Pennsylvania. Our firm is built on a solid foundation of strong personal relationships, consistent communication, and a dynamic investment process that is intended to result in objective, customized advice focused solely on the best interests of our clients. Our dedicated team works with every client on an individual basis, always striving to simplify complex financial decisions and deliver sound advice based on knowledge, experience, and a passion for excellence. These attributes—combined with our commitment to serving every client with absolute integrity—have earned us the privilege of serving as a trusted advisor to our clients nationwide. We invite you to contact us to speak to one of our advisors and learn how we can help you reach your financial goals. |
|
| Compass Point Wealth Management - Morgan Stanley |
Scott |
Anderson |
SVP, Financial Advisor, Senior Portfolio Manager |
(954) 762-3026 |
WM |
Scott.L.Anderson@morganstanley.com |
|
350 East Las Olas Blvd., Suite 1200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/scott-anderson-cfp®-42646035/ |
|
|
|
|
|
https://advisor.morganstanley.com/compass-point-wealth-management |
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
At Compass Point Wealth Management, we focus on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords. |
|
| Compass Point Wealth Management - Morgan Stanley |
Frank |
Olney |
VP, Financial Advisor |
(954) 762-3025 |
WM |
Frank.Olney@morganstanley.com |
|
350 East Las Olas Blvd., Suite 1200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/frank-olney-59a3591/ |
|
|
|
|
|
https://advisor.morganstanley.com/compass-point-wealth-management |
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
At Compass Point Wealth Management, we focus on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords. |
|
| Compass Point Wealth Management - Morgan Stanley |
Sara |
Bruce |
First VP, Financial Advisor |
(954) 762-3052 |
WM |
Sara.Bruce@morganstanley.com |
|
350 East Las Olas Blvd., Suite 1200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/sara-bruce-a2022410/ |
|
|
|
|
|
https://advisor.morganstanley.com/compass-point-wealth-management |
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
At Compass Point Wealth Management, we focus on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords. |
|
| Compass Point Wealth Management - Morgan Stanley |
Michelle |
Anderson |
SVP, Relationship Manager |
(954) 762-3015 |
WM |
michelle.m.anderson@morganstanley.com |
|
350 East Las Olas Blvd., Suite 1200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/compass-point-wealth-management |
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
At Compass Point Wealth Management, we focus on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords. |
|
| Compass Point Wealth Management - Morgan Stanley |
Debra |
Colon |
Senior Registered Associate |
(954) 762-3013 |
WM |
debra.colon@morganstanley.com |
|
350 East Las Olas Blvd., Suite 1200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/compass-point-wealth-management |
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
At Compass Point Wealth Management, we focus on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords. |
|
| Compass Wealth Management LLC |
Sergio |
Fernandez |
CoFounder |
(305) 779-5909 |
WM |
sergio.fernandez@ceterafs.com |
|
9990 SW 77th Avenue Suite 330 |
Miami |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/sergio-fernandez-a3001812 |
|
|
$50 million |
|
|
http://www.compassadvisory.com |
Compass Wealth Management, headquartered in South Florida, is a leading Wealth Management and Multi-Family Office Firm, providing comprehensive financial planning, sophisticated tax expertise and investment management services. Compass Wealth Management was founded in 2003 by Sergio Fernandez, CFP, and Pedro Zamora, who together bring over 40 years of experience in the financial services industry. Their vision was to create a wealth management firm prepared and willing to sit on the same side of the table as its clients. The Firm is large enough to provide clients with significant resources in the scope of services, expertise and research, yet intimate enough to provide clients customized personal service. Compass Wealth Management currently manages significant assets for families, corporations and not-for-profit organizations. |
|
| Comprehensive Financial Management, LLC |
Stanley |
Lozinski III |
Founder / Managing Partner |
(631) 952-8600 (ext. 11) |
WM |
Stan@comp-financial.com |
|
86 Carleton Ave |
East Islip |
NY |
11730 |
United States of America |
North America |
https://www.linkedin.com/in/stanleylozinski/ |
|
|
|
|
https://www.linkedin.com/company/comprehensive-financial/ |
https://comp-financial.com/ |
Comprehensive Financial has grown over the last decade to be one of the leading full service financial planning firms for individuals and businesses in the Tri-State area. From our Inception in 1995, we realized that our client’s need more than quality products; they need convenience and service.
Our solution was to develop an umbrella of financial services to encompass every facet of an individual’s or business’ economic well being. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Employee Benefits, Human Resources Consulting, Retirement Planning, Insurance, Risk Management, Wealth Management, Financial and Estate Planning. |
|
| Comprehensive Financial Management, LLC |
Ellen |
Lozinski |
CFO |
(631) 952-8600 (ext.23) |
WM |
Ellen@comp-financial.com |
|
86 Carleton Ave |
East Islip |
NY |
11730 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/comprehensive-financial/ |
https://comp-financial.com/ |
Comprehensive Financial has grown over the last decade to be one of the leading full service financial planning firms for individuals and businesses in the Tri-State area. From our Inception in 1995, we realized that our client’s need more than quality products; they need convenience and service.
Our solution was to develop an umbrella of financial services to encompass every facet of an individual’s or business’ economic well being. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Employee Benefits, Human Resources Consulting, Retirement Planning, Insurance, Risk Management, Wealth Management, Financial and Estate Planning. |
|
| Comprehensive Financial Management, LLC |
Corinne |
Bernath |
Director of Financial Services |
(631) 952-8600 (ext. 12) |
WM |
Corinne@comp-financial.com |
|
86 Carleton Ave |
East Islip |
NY |
11730 |
United States of America |
North America |
https://www.linkedin.com/in/corinne-bernath-025a28165/ |
|
|
|
|
https://www.linkedin.com/company/comprehensive-financial/ |
https://comp-financial.com/ |
Comprehensive Financial has grown over the last decade to be one of the leading full service financial planning firms for individuals and businesses in the Tri-State area. From our Inception in 1995, we realized that our client’s need more than quality products; they need convenience and service.
Our solution was to develop an umbrella of financial services to encompass every facet of an individual’s or business’ economic well being. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Employee Benefits, Human Resources Consulting, Retirement Planning, Insurance, Risk Management, Wealth Management, Financial and Estate Planning. |
|
| Comprehensive Wealth Management Group |
Tor |
Hotham |
Founding Member |
(610) 436-8500 x701 |
WM |
tor.hotham@cwmginc.com |
admin@cwmginc.com |
600 WIllowbrook Lane, Suite 620 |
West Chester |
PA |
19382 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/comprehensive-wealth-solutions/ |
http://www.cwmginc.com/ |
Comprehensive Wealth Solutions is a full service personal financial counseling firm that provides objective advice to corporate executives and high net worth individuals. |
|
| Comprehensive Wealth Management Group |
David |
Berkeihiser |
Founding Member |
(610) 436-8500 |
WM |
david.berkeihiser@cwmginc.com |
admin@cwmginc.com |
600 WIllowbrook Lane, Suite 620 |
West Chester |
PA |
19382 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/comprehensive-wealth-solutions/ |
http://www.cwmginc.com/ |
Comprehensive Wealth Solutions is a full service personal financial counseling firm that provides objective advice to corporate executives and high net worth individuals. |
|
| Comprehensive Wealth Management Group |
Dennis |
Wallace |
Financial Advisor |
(610) 436-8500 |
WM |
dennis.wallace@lpl.com |
admin@cwmginc.com |
600 WIllowbrook Lane, Suite 620 |
West Chester |
PA |
19382 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/comprehensive-wealth-solutions/ |
http://www.cwmginc.com/ |
Comprehensive Wealth Solutions is a full service personal financial counseling firm that provides objective advice to corporate executives and high net worth individuals. |
|
| Comprehensive Wealth Management, LLC |
Shilo |
Lockett |
President |
(425) 778-6160 |
WM |
shilol@cwmnw.com |
info@cwmnw.com |
3500 188st St. SW, Suite 102 |
Lynnwood |
WA |
98037 |
United States of America |
North America |
https://www.linkedin.com/in/shilo-lockett-24478511/ |
|
2.001 |
$11,100 million |
|
https://www.linkedin.com/company/comprehensive-wealth-management-llc/ |
http://www.cwmnw.com/ |
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. |
|
| Comprehensive Wealth Management, LLC |
Morgan |
Arford |
Chief Investment Officer |
(425) 778-6160 |
WM |
morgana@cwmnw.com |
info@cwmnw.com |
3500 188st St. SW, Suite 102 |
Lynnwood |
WA |
98037 |
United States of America |
North America |
https://www.linkedin.com/in/morgan-arford-b5318398/ |
|
2.001 |
$11,100 million |
|
https://www.linkedin.com/company/comprehensive-wealth-management-llc/ |
http://www.cwmnw.com/ |
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. |
|
| Comprehensive Wealth Management, LLC |
Christina |
Ybarra |
Chief Compliance Officer |
(425) 778-6160 |
WM |
christinay@cwmnw.com |
info@cwmnw.com |
3500 188st St. SW, Suite 102 |
Lynnwood |
WA |
98037 |
United States of America |
North America |
|
|
2.001 |
$11,100 million |
|
https://www.linkedin.com/company/comprehensive-wealth-management-llc/ |
http://www.cwmnw.com/ |
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. |
|
| Comprehensive Wealth Management, LLC |
Brian |
Lockett |
VP, Certified Financial Planner |
(425) 778-6160 |
WM |
brianl@cwmnw.com |
info@cwmnw.com |
3500 188st St. SW, Suite 102 |
Lynnwood |
WA |
98037 |
United States of America |
North America |
https://www.linkedin.com/in/brian-j-lockett-cfp-r-87011b23/ |
|
2.001 |
$11,100 million |
|
https://www.linkedin.com/company/comprehensive-wealth-management-llc/ |
http://www.cwmnw.com/ |
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. |
|
| Concentric Wealth Management |
Eric |
Flett |
CEO and Wealth Advisor |
(925) 962-1100 |
WM |
eric@concentric-wealth.com |
info@concentric-wealth.com |
251 Lafayette Circle, Suite 200 |
Lafayette |
CA |
94549 |
United States of America |
North America |
https://www.linkedin.com/in/eric-flett-7937204/ |
|
2.008 |
$192 million |
|
https://www.linkedin.com/company/concentricwealth |
http://www.concentric-wealth.com/ |
We founded Concentric Wealth Management to build the premier, personal wealth management firm in the East Bay. We serve a limited number of clients by design. You will have a personal relationship with a caring, attentive advisor who understands your financial goals and dreams. |
|
| Concentric Wealth Management |
Stewart |
McGuire |
Chief Investment Officer and Wealth Advisor |
(925) 962-1100 |
WM |
stewart@concentric-wealth.com |
info@concentric-wealth.com |
251 Lafayette Circle, Suite 200 |
Lafayette |
CA |
94549 |
United States of America |
North America |
https://www.linkedin.com/in/stewart-mcguire-7948996/ |
|
2.008 |
$192 million |
|
https://www.linkedin.com/company/concentricwealth |
http://www.concentric-wealth.com/ |
We founded Concentric Wealth Management to build the premier, personal wealth management firm in the East Bay. We serve a limited number of clients by design. You will have a personal relationship with a caring, attentive advisor who understands your financial goals and dreams. |
|
| Concierge Financial Organization |
William |
Cummings |
President & Owner |
(813) 374-9676 |
WM |
bill@ourcfoteam.com |
diana@ourcfoteam.com |
4610 N. Central Ave. |
Tampa |
FL |
33603 |
United States of America |
North America |
https://www.linkedin.com/in/williamcummings1/ |
|
2.016 |
|
|
https://www.linkedin.com/company/ourcfoteam/ |
https://www.ourcfoteam.com/ |
As financial advisors located in Tampa and St. Petersburg, Concierge Financial Organization specializes in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want. |
|
| Concierge Financial Organization |
Scott |
Russell |
Partner, Wealth Advisor |
(813) 374-9676 |
WM |
scott@ourcfoteam.com |
diana@ourcfoteam.com |
4610 N. Central Ave. |
Tampa |
FL |
33603 |
United States of America |
North America |
https://www.linkedin.com/in/scottgrussell/ |
|
2.016 |
|
|
https://www.linkedin.com/company/ourcfoteam/ |
https://www.ourcfoteam.com/ |
As financial advisors located in Tampa and St. Petersburg, Concierge Financial Organization specializes in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want. |
|
| Concierge Financial Organization |
Ruth "Robin" |
Delaney |
Wealth Advisor |
(813) 964-3027 |
WM |
robin@ourcfoteam.com |
diana@ourcfoteam.com |
4610 N. Central Ave. |
Tampa |
FL |
33603 |
United States of America |
North America |
https://www.linkedin.com/in/robindelaney/ |
|
2.016 |
|
|
https://www.linkedin.com/company/ourcfoteam/ |
https://www.ourcfoteam.com/ |
As financial advisors located in Tampa and St. Petersburg, Concierge Financial Organization specializes in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want. |
|
| Concierge Financial Organization |
Kevin |
Moriarty |
Financial Advisor |
(727) 798-2044 |
WM |
kevin@ourcfoteam.com |
diana@ourcfoteam.com |
4610 N. Central Ave. |
Tampa |
FL |
33603 |
United States of America |
North America |
https://www.linkedin.com/in/kevinmoriartyadvisor/ |
|
2.016 |
|
|
https://www.linkedin.com/company/ourcfoteam/ |
https://www.ourcfoteam.com/ |
As financial advisors located in Tampa and St. Petersburg, Concierge Financial Organization specializes in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want. |
|
| Concierge Financial Organization |
Kimberly |
Overman |
VP of Strategic Planning |
(813) 374-9676 |
WM |
kimberly@ourcfoteam.com |
diana@ourcfoteam.com |
4610 N. Central Ave. |
Tampa |
FL |
33603 |
United States of America |
North America |
https://www.linkedin.com/in/koverman/ |
|
2.016 |
|
|
https://www.linkedin.com/company/ourcfoteam/ |
https://www.ourcfoteam.com/ |
As financial advisors located in Tampa and St. Petersburg, Concierge Financial Organization specializes in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want. |
|
| Concierge Legacy Advisors |
Aaron |
Seehawer |
Principal Owner |
(208) 344-9704 |
WM |
aaron@conciergelegacy.com |
info@conciergelegacy.com |
3597 East Monarch Sky Lane, Suite 240 |
Meridian |
ID |
83646 |
United States of America |
North America |
https://www.linkedin.com/in/r-aaron-seehawer-901490ab/ |
|
2.009 |
|
|
https://www.linkedin.com/company/concierge-legacy-advisors/ |
https://www.conciergelegacy.com/ |
Concierge Legacy Advisors is a team of multidisciplinary experts in risk, wealth management, estate preparation, and investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients’ complex financial lives so that they can focus on building successful businesses, spending time with the ones they love, and pursuing their personal goals. As a Registered Independent Advisor, we are held to a fiduciary standard in everything we do for our clients. Simply put, we have zero conflicts of interest and have a completely transparent fee structure that aligns our priorities with yours. |
|
| Concierge Legacy Advisors |
Van |
Carlson |
Principal Owner |
(208) 344-9704 |
WM |
van@conciergelegacy.com |
info@conciergelegacy.com |
3597 East Monarch Sky Lane, Suite 240 |
Meridian |
ID |
83646 |
United States of America |
North America |
https://www.linkedin.com/in/vancarlson/ |
|
2.009 |
|
|
https://www.linkedin.com/company/concierge-legacy-advisors/ |
https://www.conciergelegacy.com/ |
Concierge Legacy Advisors is a team of multidisciplinary experts in risk, wealth management, estate preparation, and investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients’ complex financial lives so that they can focus on building successful businesses, spending time with the ones they love, and pursuing their personal goals. As a Registered Independent Advisor, we are held to a fiduciary standard in everything we do for our clients. Simply put, we have zero conflicts of interest and have a completely transparent fee structure that aligns our priorities with yours. |
|
| Concierge Legacy Advisors |
Dustin |
Carlson |
Director of Operations |
(208) 344-9704 |
WM |
dustin@conciergelegacy.com |
info@conciergelegacy.com |
3597 East Monarch Sky Lane, Suite 240 |
Meridian |
ID |
83646 |
United States of America |
North America |
https://www.linkedin.com/in/dustin-carlson-5053b4b1/ |
|
2.009 |
|
|
https://www.linkedin.com/company/concierge-legacy-advisors/ |
https://www.conciergelegacy.com/ |
Concierge Legacy Advisors is a team of multidisciplinary experts in risk, wealth management, estate preparation, and investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients’ complex financial lives so that they can focus on building successful businesses, spending time with the ones they love, and pursuing their personal goals. As a Registered Independent Advisor, we are held to a fiduciary standard in everything we do for our clients. Simply put, we have zero conflicts of interest and have a completely transparent fee structure that aligns our priorities with yours. |
|
| Concierge Legacy Advisors |
Joseph |
Ridinger |
Financial Advisor |
(503) 332-0797 |
WM |
joseph@conciergelegacy.com |
info@conciergelegacy.com |
3597 East Monarch Sky Lane, Suite 240 |
Meridian |
ID |
83646 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-ridinger-crpc-awma-28041a12/ |
|
2.009 |
|
|
https://www.linkedin.com/company/concierge-legacy-advisors/ |
https://www.conciergelegacy.com/ |
Concierge Legacy Advisors is a team of multidisciplinary experts in risk, wealth management, estate preparation, and investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients’ complex financial lives so that they can focus on building successful businesses, spending time with the ones they love, and pursuing their personal goals. As a Registered Independent Advisor, we are held to a fiduciary standard in everything we do for our clients. Simply put, we have zero conflicts of interest and have a completely transparent fee structure that aligns our priorities with yours. |
|
| Concierge Legacy Advisors |
Maddie |
Breen |
Client Service Coordinator |
(208) 344-9704 |
WM |
maddie@conciergelegacy.com |
info@conciergelegacy.com |
3597 East Monarch Sky Lane, Suite 240 |
Meridian |
ID |
83646 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/concierge-legacy-advisors/ |
https://www.conciergelegacy.com/ |
Concierge Legacy Advisors is a team of multidisciplinary experts in risk, wealth management, estate preparation, and investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients’ complex financial lives so that they can focus on building successful businesses, spending time with the ones they love, and pursuing their personal goals. As a Registered Independent Advisor, we are held to a fiduciary standard in everything we do for our clients. Simply put, we have zero conflicts of interest and have a completely transparent fee structure that aligns our priorities with yours. |
|
| Concord Financial Advisors, LLC |
Thomas |
Jones |
Managing Partner |
(312) 545-5200 |
WM |
tomjones@concordfinancialadvisors.com |
info@concordfinancialadvisors.com |
70 W. Madison Street Suite 1400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/tomjones11/ |
|
2.001 |
|
|
https://www.linkedin.com/company/concord-financial-advisors-llc |
https://concordfinancialadvisors.com/ |
Concord Financial Advisors, LLC is a investment banking and financial advisory firm serving public and private middle market companies that require a seasoned debt placement advisor. Concord sources the most appropriate amount capital and the most creative structure, resulting in significant savings of time and money. |
|
| Concord Financial Advisors, LLC |
William |
Farrar |
Managing Director |
(262) 424-7240 |
WM |
bfarrar@concordfinancialadvisors.com |
info@concordfinancialadvisors.com |
70 W. Madison Street Suite 1400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/bill-farrar-b615a232/ |
|
2.001 |
|
|
https://www.linkedin.com/company/concord-financial-advisors-llc |
https://concordfinancialadvisors.com/ |
Concord Financial Advisors, LLC is a investment banking and financial advisory firm serving public and private middle market companies that require a seasoned debt placement advisor. Concord sources the most appropriate amount capital and the most creative structure, resulting in significant savings of time and money. |
|
| Concord Financial Advisors, LLC |
Gary |
Bilsland |
Managing Director |
(317) 755-8321 |
WM |
gbilsland@concordfinancialadvisors.com |
info@concordfinancialadvisors.com |
70 W. Madison Street Suite 1400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/gary-bilsland-8b242857/ |
|
2.001 |
|
|
https://www.linkedin.com/company/concord-financial-advisors-llc |
https://concordfinancialadvisors.com/ |
Concord Financial Advisors, LLC is a investment banking and financial advisory firm serving public and private middle market companies that require a seasoned debt placement advisor. Concord sources the most appropriate amount capital and the most creative structure, resulting in significant savings of time and money. |
|
| Condor Capital Management |
Ken |
Schapiro |
President |
(732) 356-7323 |
WM |
ken@condorcapital.com |
info@condorcapital.com |
1973 Washington Valley Road |
Martinsville |
NJ |
08836 |
United States of America |
North America |
https://www.linkedin.com/in/kenschapiro/ |
|
1.988 |
$1.03B |
|
https://www.linkedin.com/company/condor-capital-management/ |
https://www.condorcapital.com/ |
Founded in 1988, Condor Capital is an SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs. |
|
| Condor Capital Management |
Michael |
Walliser |
Chief Operating Officer |
(732) 356-7323 |
WM |
michael@condorcapital.com |
info@condorcapital.com |
1973 Washington Valley Road |
Martinsville |
NJ |
08836 |
United States of America |
North America |
https://www.linkedin.com/in/michael-walliser-cima®-97597162/ |
|
1.988 |
$1.03B |
|
https://www.linkedin.com/company/condor-capital-management/ |
https://www.condorcapital.com/ |
Founded in 1988, Condor Capital is an SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs. |
|
| Condor Capital Management |
Jeanette |
Lucas |
Vice President, Portfolio Management |
(732) 356-7323 |
WM |
jeanette@condorcapital.com |
info@condorcapital.com |
1973 Washington Valley Road |
Martinsville |
NJ |
08836 |
United States of America |
North America |
https://www.linkedin.com/in/jeanette-lucas-cfp®-chsnc™-cdfa®-686b0018/ |
|
1.988 |
$1.03B |
|
https://www.linkedin.com/company/condor-capital-management/ |
https://www.condorcapital.com/ |
Founded in 1988, Condor Capital is an SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs. |
|
| Condor Capital Management |
Hiren |
Shah |
Manager, Portfolio Management |
(732) 356-7323 |
WM |
hiren@condorcapital.com |
info@condorcapital.com |
1973 Washington Valley Road |
Martinsville |
NJ |
08836 |
United States of America |
North America |
|
|
1.988 |
$1.03B |
|
https://www.linkedin.com/company/condor-capital-management/ |
https://www.condorcapital.com/ |
Founded in 1988, Condor Capital is an SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs. |
|
| Condor Capital Management |
Amy |
Thau |
Manager, Operations |
(732) 356-7323 |
WM |
amy@condorcapital.com |
info@condorcapital.com |
1973 Washington Valley Road |
Martinsville |
NJ |
08836 |
United States of America |
North America |
https://www.linkedin.com/in/amy-thau-0444a990/ |
|
1.988 |
$1.03B |
|
https://www.linkedin.com/company/condor-capital-management/ |
https://www.condorcapital.com/ |
Founded in 1988, Condor Capital is an SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs. |
|
| Condor Capital Management |
Tanya |
Walliser |
Executive Vice President, Client Service & Financial Planning |
(732) 356-7323 |
WM |
tanya@condorcapital.com |
info@condorcapital.com |
1973 Washington Valley Road |
Martinsville |
NJ |
08836 |
United States of America |
North America |
https://www.linkedin.com/in/tanya-walliser-cfp%25C2%25AE-1816578/ |
|
1.988 |
$1.03B |
|
https://www.linkedin.com/company/condor-capital-management/ |
https://www.condorcapital.com/ |
Founded in 1988, Condor Capital is an SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs. |
|
| Confluence Wealth Management |
Kathleen |
Kee |
Partner, CEO |
(503) 221-7595 |
WM |
kkee@confluencewealth.com |
info@confluencewealth.com |
1211 SW 5th Avenue, Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/kathleenkee/ |
|
2.011 |
$592 million |
|
https://www.linkedin.com/company/confluence-wealth-management |
http://www.confluencewealth.com/ |
Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most appropriate solutions for their particular circumstances and goals. This ongoing process is provided with complete objectivity; our clients' best interests are behind every financial recommendation we make. |
|
| Confluence Wealth Management |
Carmen |
Wong |
Partner |
(503) 221-7595 |
WM |
cwong@confluencewealth.com |
info@confluencewealth.com |
1211 SW 5th Avenue, Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/carmen-wong-portland/ |
|
2.011 |
$592 million |
|
https://www.linkedin.com/company/confluence-wealth-management |
http://www.confluencewealth.com/ |
Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most appropriate solutions for their particular circumstances and goals. This ongoing process is provided with complete objectivity; our clients' best interests are behind every financial recommendation we make. |
|
| Confluence Wealth Management |
Marilyn |
Bergen |
Principal |
(503) 221-7595 |
WM |
mbergen@confluencewealth.com |
info@confluencewealth.com |
1211 SW 5th Avenue, Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/marilyn-bergen-724433a/ |
|
2.011 |
$592 million |
|
https://www.linkedin.com/company/confluence-wealth-management |
http://www.confluencewealth.com/ |
Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most appropriate solutions for their particular circumstances and goals. This ongoing process is provided with complete objectivity; our clients' best interests are behind every financial recommendation we make. |
|
| Conger Wealth Management |
Cynthia |
Conger |
Owner |
(501) 374-1174 |
WM |
cindy@cindyconger.com |
|
2300 Andover Court, Suite 560 |
Little Rock |
AR |
72227 |
United States of America |
North America |
https://www.linkedin.com/in/cynthia-conger-8464901/ |
|
|
$61M |
|
|
http://www.cindyconger.com/ |
Conger Wealth Management is a fee-only wealth management firm offering financial planning, tax preparation and asset management. Cindy Conger has been recognized by Worth Magazine for a decade as one of the top practitioners in the nation and was named to Wealth Manager Magazine’s “50 Distinguished Women in Wealth Management." |
|
| Congress Asset Management Company |
Daniel |
Lagan |
CEO / Chief Investment Officer |
(800) 542-7888 |
WM |
dlagan@congressasset.com |
info@congressasset.com |
2 Seaport Lane, 5th Floor |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/dan-lagan-546ba71/ |
|
1.985 |
$6B |
|
https://www.linkedin.com/company/congress-asset-management |
http://www.congressasset.com/ |
Founded in 1985 by Alfred “Al” Lagan, Congress Asset Management Company is a boutique, SEC registered, family-owned, investment management firm based in Boston, MA. The firm was built with the strong conviction that the client’s needs come first. Under the guiding principle of “Growth at Reasonable Risk,” the firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies. |
|
| Congress Asset Management Company |
Chris |
Lagan |
COO / Managing Director |
(800) 542-7888 |
WM |
clagan@congressasset.com |
info@congressasset.com |
2 Seaport Lane, 5th Floor |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/chris-lagan-2337989/ |
|
1.985 |
$6B |
|
https://www.linkedin.com/company/congress-asset-management |
http://www.congressasset.com/ |
Founded in 1985 by Alfred “Al” Lagan, Congress Asset Management Company is a boutique, SEC registered, family-owned, investment management firm based in Boston, MA. The firm was built with the strong conviction that the client’s needs come first. Under the guiding principle of “Growth at Reasonable Risk,” the firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies. |
|
| Congress Asset Management Company |
Jeffrey |
Porter |
EVP / Director of Fixed Income |
(800) 542-7888 |
WM |
jporter@congressasset.com |
info@congressasset.com |
2 Seaport Lane, 5th Floor |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-porter-8136596a/ |
|
1.985 |
$6B |
operations@congressasset.com |
https://www.linkedin.com/company/congress-asset-management |
http://www.congressasset.com/ |
Founded in 1985 by Alfred “Al” Lagan, Congress Asset Management Company is a boutique, SEC registered, family-owned, investment management firm based in Boston, MA. The firm was built with the strong conviction that the client’s needs come first. Under the guiding principle of “Growth at Reasonable Risk,” the firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies. |
|
| Congress Wealth Management, LLC |
Michael |
Harty |
Senior Financial Advisor |
(480) 809-6381 |
WM |
mharty@congresswealth.com |
|
7033 E. Greenway Parkway, Suite 155 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/michael-harty/ |
|
2.009 |
|
|
https://www.linkedin.com/company/congress-wealth-management/ |
https://www.congresswealth.com/ |
Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. |
|
| Conlon Dart |
Mitch |
Conlon |
Partner |
(800) 777-4015 |
WM |
mconlon@epwealth.com |
|
1301 5th Ave, Suite 1301 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/mitch-conlon-631478b3/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://conlondart.com/ |
EP’s partnership with Conlon Dart Wealth Management was created to facilitate more one-on-one time between you and your advisor. This enables your advisor to continue to work towards helping you achieve your financial goals. |
|
| Conlon Dart |
Stephen |
Dart |
Partner |
(800) 777-4015 |
WM |
sdart@epwealth.com |
|
1301 5th Ave, Suite 1301 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-dart-159884a0/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://conlondart.com/ |
EP’s partnership with Conlon Dart Wealth Management was created to facilitate more one-on-one time between you and your advisor. This enables your advisor to continue to work towards helping you achieve your financial goals. |
|
| Conlon Dart |
Rick |
Bryan |
Senior Financial Advisor, Partner |
(800) 777-4015 |
WM |
rbryan@epwealth.com |
|
1301 5th Ave, Suite 1301 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/rickbryan/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://conlondart.com/ |
EP’s partnership with Conlon Dart Wealth Management was created to facilitate more one-on-one time between you and your advisor. This enables your advisor to continue to work towards helping you achieve your financial goals. |
|
| Conlon Dart |
Joe |
Boden |
Senior Financial Advisor, Partner |
Direct: (206) 728-0222 |
WM |
jboden@epwealth.com |
|
1301 5th Ave, Suite 1301 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/joe-c-boden-cfp®-55344657/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://conlondart.com/ |
EP’s partnership with Conlon Dart Wealth Management was created to facilitate more one-on-one time between you and your advisor. This enables your advisor to continue to work towards helping you achieve your financial goals. |
|
| Conlon Dart |
Travis |
Meyer |
Client Relationship Manager |
(800) 777-4015 |
WM |
tmeyer@epwealth.com |
|
1301 5th Ave, Suite 1301 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/travisatkinsmeyer/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://conlondart.com/ |
EP’s partnership with Conlon Dart Wealth Management was created to facilitate more one-on-one time between you and your advisor. This enables your advisor to continue to work towards helping you achieve your financial goals. |
|
| CONNECT by Crossbridge Capital |
Jean-Pierre |
Aoun |
CoFounder & Group Managing Partner |
65 6723 8171 |
WM |
jean-pierre.aoun@crossbridgecapital.com |
info@crossbridgecapital.com |
One Wallich Street, #24-05 Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/joel-pang-17378562/ |
|
2.008 |
|
|
https://www.linkedin.com/company/crossbridge-capital-llp/ |
https://www.crossbridgecapital.com/ |
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world’s leading banks as minority investors, Crossbridge Capital operates in many of the world’s leading Emerging Markets supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorisation and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company’s history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy. |
|
| CONNECT by Crossbridge Capital |
Wael |
Charbel |
Executive Director / Relationship Manager |
65 6723 8171 |
WM |
wael.charbel@crossbridgecapital.com |
info@crossbridgecapital.com |
One Wallich Street, #24-05 Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/charlieoflaherty/ |
|
2.008 |
|
|
https://www.linkedin.com/company/crossbridge-capital-llp/ |
https://www.crossbridgecapital.com/ |
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world’s leading banks as minority investors, Crossbridge Capital operates in many of the world’s leading Emerging Markets supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorisation and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company’s history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy. |
|
| CONNECT by Crossbridge Capital |
Eric |
Kadyrov |
Executive Director |
65 6723 8171 |
WM |
eric.kadyrov@crossbridgecapital.com |
info@crossbridgecapital.com |
One Wallich Street, #24-05 Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/tarek-khlat-890bb62b/ |
|
2.008 |
|
|
https://www.linkedin.com/company/crossbridge-capital-llp/ |
https://www.crossbridgecapital.com/ |
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world’s leading banks as minority investors, Crossbridge Capital operates in many of the world’s leading Emerging Markets supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorisation and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company’s history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy. |
|
| CONNECT by Crossbridge Capital |
Tarek |
Khlat |
CoFounder & Group CEO |
65 6723 8171 |
WM |
tarek.khlat@crossbridgecapital.com |
info@crossbridgecapital.com |
One Wallich Street, #24-05 Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/erickadyrov/ |
|
2.008 |
|
|
https://www.linkedin.com/company/crossbridge-capital-llp/ |
https://www.crossbridgecapital.com/ |
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world’s leading banks as minority investors, Crossbridge Capital operates in many of the world’s leading Emerging Markets supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorisation and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company’s history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy. |
|
| CONNECT by Crossbridge Capital |
Charlie |
O'Flaherty |
Partner / Head of Digital Strategy & Distribution |
65 6723 8171 |
WM |
charlie.oflaherty@crossbridgecapital.com |
info@crossbridgecapital.com |
One Wallich Street, #24-05 Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/charlieoflaherty/ |
|
2.008 |
|
|
https://www.linkedin.com/company/crossbridge-capital-llp/ |
https://www.crossbridgecapital.com/ |
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world’s leading banks as minority investors, Crossbridge Capital operates in many of the world’s leading Emerging Markets supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorisation and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company’s history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy. |
|
| CONNECT by Crossbridge Capital |
Joel |
Pang |
Chief Operating Officer (Singapore) |
65 6723 8171 |
WM |
joel.pang@crossbridgecapital.com |
info@crossbridgecapital.com |
One Wallich Street, #24-05 Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/joel-pang-17378562/ |
|
2.008 |
|
|
https://www.linkedin.com/company/crossbridge-capital-llp/ |
https://www.crossbridgecapital.com/ |
Crossbridge Capital was launched in 2008 in London with a vision to create an independent, investment advisory firm that offers a fully integrated financial services platform to entrepreneurs and families in Emerging Markets worldwide. Today, backed by two of the world’s leading banks as minority investors, Crossbridge Capital operates in many of the world’s leading Emerging Markets supported by a team of 34 professionals in four Crossbridge Capital locations: London, Singapore, Monaco and Malta. After its successful launch in London with authorisation and regulation by the Financial Conduct Authority (FCA), in November 2010 Crossbridge Capital officially opened its first Asia office in Singapore after receiving approval from the Monetary Authority of Singapore (MAS). In May 2016 the company opened its doors in Monaco after receiving authorisation from the Commission for the Control of Financial Activities (CCAF). These signaled significant landmarks in the company’s history and set the bar for its ambitious, yet considered geographic and client engagement growth strategy. |
|
| Connecticut Wealth Management, LLC |
Kevin |
Leahy |
CEO |
(860) 470-0383 |
WM |
kleahy@ctwealthmgmt.com |
info@CTWealthMgmt.com |
281 Farmington Avenue |
Farmington |
CT |
06032 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-leahy-cpa-cfp®-a4630711/ |
|
2.010 |
$546 million |
|
https://www.linkedin.com/company/connecticut-wealth-management-llc |
http://www.ctwealthmgmt.com/ |
Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most. |
|
| Connecticut Wealth Management, LLC |
Denis |
Horrigan |
Partner |
(860) 470-0382 |
WM |
dhorrigan@CTWealthMgmt.com |
info@CTWealthMgmt.com |
281 Farmington Avenue |
Farmington |
CT |
06032 |
United States of America |
North America |
https://www.linkedin.com/in/denishorrigan/ |
|
2.010 |
$546 million |
|
https://www.linkedin.com/company/connecticut-wealth-management-llc |
http://www.ctwealthmgmt.com/ |
Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most. |
|
| Connecticut Wealth Management, LLC |
Michael |
Tedone |
Partner |
(860) 470-0392 |
WM |
mtedone@ctwealthmgmt.com |
info@CTWealthMgmt.com |
281 Farmington Avenue |
Farmington |
CT |
06032 |
United States of America |
North America |
https://www.linkedin.com/in/michaelatedone/ |
|
2.010 |
$546 million |
|
https://www.linkedin.com/company/connecticut-wealth-management-llc |
http://www.ctwealthmgmt.com/ |
Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most. |
|
| Connecticut Wealth Management, LLC |
Jarrett |
Solomon |
Partner |
(860) 470-0391 |
WM |
jsolomon@ctwealthmgmt.com |
info@CTWealthMgmt.com |
281 Farmington Avenue |
Farmington |
CT |
06032 |
United States of America |
North America |
https://www.linkedin.com/in/jarrettsolomon/ |
|
2.010 |
$546 million |
|
https://www.linkedin.com/company/connecticut-wealth-management-llc |
http://www.ctwealthmgmt.com/ |
Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most. |
|
| Connecticut Wealth Management, LLC |
Kathleen |
Christensen |
Director |
(860) 470-0394 |
WM |
kchristensen@ctwealthmgmt.com |
info@CTWealthMgmt.com |
281 Farmington Avenue |
Farmington |
CT |
06032 |
United States of America |
North America |
https://www.linkedin.com/in/kathleenchristensen/ |
|
2.010 |
$546 million |
|
https://www.linkedin.com/company/connecticut-wealth-management-llc |
http://www.ctwealthmgmt.com/ |
Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most. |
|
| Conners Wealth Management, LLC |
Steven |
Conners |
Founder/Owner |
Office: (480) 603-1941, Mobile: (480) 220-1414 |
WM |
steven.conners@corecapinv.com |
steven.conners@corecapinv.com |
9170 E Bahia Dr., Suite 103C |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/steven-c-conners-cep-a97417a3/ |
|
2.009 |
|
|
|
https://www.connerswealthmanagement.com/ |
At Conners Wealth Management, we put your financial interests first and foremost. We take the time to get to know you and your objectives, and then collaborate with you every step of the way to make sure you stay on track. |
|
| Connington Wealth Management |
William |
Connington III |
Wealth Advisor |
(201) 639-7644 |
WM |
william.connington@lpl.com |
|
461 From Road, Suite 385 Mack-Cali VI |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/williamjconningtoniii/ |
|
|
|
|
|
https://www.conningtonwealth.com/ |
Connington Wealth Management Group delivers integrated wealth management services to our clients with a focus on retirement income distribution planning. We counsel our clients on the appropriate strategies to pursue financial independence and provide the cash flow needs to allow them enjoy retirement. We work on an investment management fee basis and have access to all investments needed to help you work towards your retirement goals. |
|
| Connor, Clark & Lunn Private Capital |
Catherine |
Dorazio |
Managing Director, Business Development |
(604) 643-5829 |
WM |
cdorazio@cclgroup.com |
cclpc@cclgroup.com |
300 – 5th Avenue SW, Suite 970 |
Calgary |
AB |
T2P 3C4 |
Canada |
North America |
https://www.linkedin.com/in/catherinedorazio/ |
|
1.997 |
$70 billion |
|
https://www.linkedin.com/company/connor_clark_&_lunn_private_capital/ |
https://www.cclgroup.com/ |
Connor, Clark & Lunn Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, Indigenous communities, not-for-profits and charitable foundations across Canada. |
|
| Connor, Clark & Lunn Private Capital |
Jeff |
Guise |
Managing Director, Chief Investment Officer |
(604) 643-2059 |
WM |
jguise@cclgroup.com |
cclpc@cclgroup.com |
300 – 5th Avenue SW, Suite 970 |
Calgary |
AB |
T2P 3C4 |
Canada |
North America |
https://www.linkedin.com/in/jeff-guise-b45832a6/ |
|
1.997 |
$70 billion |
|
https://www.linkedin.com/company/connor_clark_&_lunn_private_capital/ |
https://www.cclgroup.com/ |
Connor, Clark & Lunn Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, Indigenous communities, not-for-profits and charitable foundations across Canada. |
|
| Connor, Clark & Lunn Private Capital |
Corey |
MacEachern |
Managing Director, Business Management & Operations |
(416) 862-6139 |
WM |
cmaceachern@cclgroup.com |
cclpc@cclgroup.com |
300 – 5th Avenue SW, Suite 970 |
Calgary |
AB |
T2P 3C4 |
Canada |
North America |
https://www.linkedin.com/in/corey-maceachern-559b4b29/ |
|
1.997 |
$70 billion |
|
https://www.linkedin.com/company/connor_clark_&_lunn_private_capital/ |
https://www.cclgroup.com/ |
Connor, Clark & Lunn Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, Indigenous communities, not-for-profits and charitable foundations across Canada. |
|
| Constant Wealth Management, LLC |
Charles |
Constant |
Managing Director |
(214) 504-2332 |
WM |
cconstant@constantwm.com |
info@constantwm.com |
700 Central Expy S., Suite 400 |
Allen |
TX |
75013 |
United States of America |
North America |
|
|
|
$25 million |
|
|
http://www.constantwm.com/ |
Constant Wealth Management is a multi-generational family office focused on the unique wealth management needs of affluent families, medical and legal professionals and business owners. Communication, Transparency and Service Before Self are the cornerstones of our relationships. These core values drive everyone at Constant Wealth Management to consistently exceed our client’s expectations in an ever changing world. In addition, at Constant Wealth Management, we offer holistic solutions through a spectrum of wealth management and professional services. Investments, philanthropy, estate and financial planning are just a few of the comprehensive wealth solutions we offer. |
|
| Constantine Wealth Management of Raymond James |
Daniel |
Kramer |
Managing Director |
(201) 518-3040 |
WM |
Daniel.Kramer@RaymondJames.com |
|
401 Hackensack Ave., Suite 803 |
Hackensack |
NJ |
07601-6328 |
United States of America |
North America |
https://www.linkedin.com/in/danielkramer11/ |
|
|
|
|
|
https://www.raymondjames.com/constantinewm |
Constantine Wealth Management works collaboratively, share our strengths and expertise, and hold ourselves to the highest standards because so much depends on our advice, actions and professional guidance. We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Constantine Wealth Management of Raymond James |
Gary |
Rosen |
Managing Director |
(201) 518-3030 |
WM |
Gary.Rosen@RaymondJames.com |
|
401 Hackensack Ave., Suite 803 |
Hackensack |
NJ |
07601-6328 |
United States of America |
North America |
https://www.linkedin.com/in/garyrosen11/ |
|
|
|
|
|
https://www.raymondjames.com/constantinewm |
Constantine Wealth Management works collaboratively, share our strengths and expertise, and hold ourselves to the highest standards because so much depends on our advice, actions and professional guidance. We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Constantine Wealth Management of Raymond James |
Diana |
Sodano |
Financial Advisor |
(201) 518-3025 |
WM |
diana.sodano@raymondjames.com |
|
401 Hackensack Ave., Suite 803 |
Hackensack |
NJ |
07601-6328 |
United States of America |
North America |
https://www.linkedin.com/in/diana-sodano-awma-ab9253160/ |
|
|
|
|
|
https://www.raymondjames.com/constantinewm |
Constantine Wealth Management works collaboratively, share our strengths and expertise, and hold ourselves to the highest standards because so much depends on our advice, actions and professional guidance. We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Constantine Wealth Management of Raymond James |
Kara |
Weir |
Senior Registered Client Service Associate |
(201) 518-3041 |
WM |
kara.weir@raymondjames.com |
|
401 Hackensack Ave., Suite 803 |
Hackensack |
NJ |
07601-6328 |
United States of America |
North America |
|
|
|
|
|
|
https://www.raymondjames.com/constantinewm |
Constantine Wealth Management works collaboratively, share our strengths and expertise, and hold ourselves to the highest standards because so much depends on our advice, actions and professional guidance. We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Constellation Wealth Advisors |
Mike |
Veith |
CoFounder |
(513) 871-5500 |
WM |
veith@constellation-wealth.com |
Info@constellation-wealth.com |
255 E Fifth Street Suite 3000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
http://linkedin.com/in/mike-veith-cfa-3541244 |
|
2.017 |
|
|
https://www.linkedin.com/company/constellation-wealth/ |
https://constellation-wealth.com/ |
Constellation was created to serve clients better by disrupting the traditional business model and culture of the wealth management industry. |
|
| Constellation Wealth Advisors |
Donna |
Sterwerf |
Wealth Management Advisor |
(513) 871-5500 |
WM |
sterwerf@constellation-wealth.com |
Info@constellation-wealth.com |
255 E Fifth Street Suite 3000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/donnasterwerf/ |
|
2.017 |
|
|
https://www.linkedin.com/company/constellation-wealth/ |
https://constellation-wealth.com/ |
Constellation was created to serve clients better by disrupting the traditional business model and culture of the wealth management industry. |
|
| Consultiva Wealth Management, Corp. |
Edmundo |
Garza |
Chief Executive Officer & President |
(787) 763-5868 |
WM |
EGarza@Consultiva.com |
info@consultiva.com |
American International Plaza - 250 Avenue Luis Muñoz Rivera, Suite 415 |
San Juan |
PR |
00918 |
Puerto Rico |
North America |
https://www.linkedin.com/in/edmundo-garza-8002a87/ |
|
|
|
|
|
https://consultiva.com/ |
Consultiva Wealth Management is an independent investment advisory firm, specialized in designing investment strategies, blueprints and portfolios tailored to the specific goals and needs of each client. Each client is different: a pension fund requiring an increase in the growth of its assets… an individual planning for retirement, a child’s college education, or how to create his/her own firm… a foundation seeking to assure the perpetuity of its work… an insurance company with liquidity requirements… each one has different investment objectives and particular needs. |
|
| Consultiva Wealth Management, Corp. |
Evangeline |
Davila |
Chief Research & Investments Officer, Lead Investment Advisor |
(787) 763-5868 |
WM |
edavila@Consultiva.com |
info@consultiva.com |
American International Plaza - 250 Avenue Luis Muñoz Rivera, Suite 415 |
San Juan |
PR |
00918 |
Puerto Rico |
North America |
https://www.linkedin.com/in/evangeline-davila-cima®-544407b/ |
|
|
|
|
|
https://consultiva.com/ |
Consultiva Wealth Management is an independent investment advisory firm, specialized in designing investment strategies, blueprints and portfolios tailored to the specific goals and needs of each client. Each client is different: a pension fund requiring an increase in the growth of its assets… an individual planning for retirement, a child’s college education, or how to create his/her own firm… a foundation seeking to assure the perpetuity of its work… an insurance company with liquidity requirements… each one has different investment objectives and particular needs. |
|
| Consultiva Wealth Management, Corp. |
Diana |
Torres |
Chief Compliance Officer |
(787) 763-5868 |
WM |
dtorres@Consultiva.com |
info@consultiva.com |
American International Plaza - 250 Avenue Luis Muñoz Rivera, Suite 415 |
San Juan |
PR |
00918 |
Puerto Rico |
North America |
https://www.linkedin.com/in/diana-torres-08488b74/ |
|
|
|
|
|
https://consultiva.com/ |
Consultiva Wealth Management is an independent investment advisory firm, specialized in designing investment strategies, blueprints and portfolios tailored to the specific goals and needs of each client. Each client is different: a pension fund requiring an increase in the growth of its assets… an individual planning for retirement, a child’s college education, or how to create his/her own firm… a foundation seeking to assure the perpetuity of its work… an insurance company with liquidity requirements… each one has different investment objectives and particular needs. |
|
| Conte Wealth Advisors, LLC |
Frank |
Conte |
Founding Partner |
(717) 975-8800 |
WM |
fconte@contewealth.com |
info@contewealth.com |
8260 College Parkway Suite 101 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/frank-conte-clu-chfc-2640ba9/ |
|
|
|
|
https://www.linkedin.com/company/conte-wealth-advisors-llc/ |
https://www.contewealth.com/ |
Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. |
|
| Conte Wealth Advisors, LLC |
Anthony |
Conte |
Managing Partner |
(717) 975-8800 |
WM |
tconte@contewealth.com |
info@contewealth.com |
8260 College Parkway Suite 101 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/anthonyconte1/ |
|
|
|
|
https://www.linkedin.com/company/conte-wealth-advisors-llc/ |
https://www.contewealth.com/ |
Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. |
|
| Conte Wealth Advisors, LLC |
Domini |
Allison |
Financial Advisor |
(888) 717-2921 |
WM |
dallison@contewealth.com |
info@contewealth.com |
8260 College Parkway Suite 101 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/domini-allison-crpc®-b5a9b778/ |
|
|
|
|
https://www.linkedin.com/company/conte-wealth-advisors-llc/ |
https://www.contewealth.com/ |
Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. |
|
| Conte Wealth Advisors, LLC |
Ali |
Bach |
Financial Advisor |
(717) 975-8800 |
WM |
abach@contewealth.com |
info@contewealth.com |
8260 College Parkway Suite 101 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/ali-bach-60355728/ |
|
|
|
|
https://www.linkedin.com/company/conte-wealth-advisors-llc/ |
https://www.contewealth.com/ |
Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. |
|
| Conte Wealth Advisors, LLC |
Joseph |
Henriques |
Managing Director of Wealth Strategies |
Phone: (239) 288-4237, Mobile: (813) 777-8461 |
WM |
tgain@contewealth.com |
info@contewealth.com |
8260 College Parkway Suite 101 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/joe-henriques-cfp®-aif®-b689443/ |
|
|
|
|
https://www.linkedin.com/company/conte-wealth-advisors-llc/ |
https://www.contewealth.com/ |
Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. |
|
| Conte Wealth Advisors, LLC |
Trent |
Gain |
Director of Business Development |
(717) 975-8800 |
WM |
jhenriques@contewealth.com |
info@contewealth.com |
8260 College Parkway Suite 101 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/conte-wealth-advisors-llc/ |
https://www.contewealth.com/ |
Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. |
|
| Continuum Wealth Management |
Craig |
Ritter |
Owner, Principal |
(480) 296-2066 |
WM |
craig@continuum-wealth.com |
|
7337 East Doubletree Ranch Road
Suite 282 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/craig-ritter-cfp®-267ba552/ |
|
|
|
|
|
https://www.continuum-wealth.com/ |
Continuum Wealth Management is an independent, Fee-Only Financial Planning and Registered Investment Advisor (RIA) firm. We serve Scottsdale and the greater Phoenix area. Continuum Wealth Management was founded by CERTIFIED FINANCIAL PLANNER™ Craig Ritter. |
|
| Convergence Investment Partners |
David |
Abitz |
President and Chief Investment Officer |
(561) 494-8001 |
WM |
david.abitz@investcip.com |
info@investcip.com |
3801 PGA BLVD Suite 1001 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/david-abitz-cfa-5a08966/ |
|
2.005 |
$398.5 million |
|
https://www.linkedin.com/company/convergence-investment-partners/ |
http://www.investcip.com/ |
Convergence Investment Partners is an active equity manager dedicated to managing outstanding U.S. equity strategies. Our team’s experience spans decades of investing based on fundamental stock picking combined with advanced technology. This has allowed us to develop systematic stock selection strategies that can help garner powerful results. Convergence uses its proprietary process to select and rank investments, construct portfolios, and help manage risk in each of its products. |
|
| Convergence Investment Partners |
Justin |
Neuberg |
CoManager |
(561) 494-8001 |
WM |
justin.neuberg@investcip.com |
info@investcip.com |
3801 PGA BLVD Suite 1001 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/jneuberg/ |
|
2.005 |
$398.5 million |
|
https://www.linkedin.com/company/convergence-investment-partners/ |
http://www.investcip.com/ |
Convergence Investment Partners is an active equity manager dedicated to managing outstanding U.S. equity strategies. Our team’s experience spans decades of investing based on fundamental stock picking combined with advanced technology. This has allowed us to develop systematic stock selection strategies that can help garner powerful results. Convergence uses its proprietary process to select and rank investments, construct portfolios, and help manage risk in each of its products. |
|
| Convergence Investment Partners |
Todd |
Hanson |
Managing Partner |
(561) 494-8001 |
WM |
todd.hanson@investcip.com |
info@investcip.com |
3801 PGA BLVD Suite 1001 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/todd-hanson-pmp-csm/ |
|
2.005 |
$398.5 million |
|
https://www.linkedin.com/company/convergence-investment-partners/ |
http://www.investcip.com/ |
Convergence Investment Partners is an active equity manager dedicated to managing outstanding U.S. equity strategies. Our team’s experience spans decades of investing based on fundamental stock picking combined with advanced technology. This has allowed us to develop systematic stock selection strategies that can help garner powerful results. Convergence uses its proprietary process to select and rank investments, construct portfolios, and help manage risk in each of its products. |
|
| Convergent Wealth Advisors, LLC |
Jeannie |
Seaburgh |
Managing Member |
(636) 536-1800 ext. 103 |
WM |
jeannie@convergentwm.com |
|
16150 Main Circle Drive Suite 115 |
Chesterfield |
MO |
63017 |
United States of America |
North America |
|
|
|
|
|
|
http://www.convergentwm.com/ |
At Convergent Wealth Management, we are a team of experienced professionals driven to serve with excellence. Too often, financial services firms are focused on selling products and forming a transactional-based relationship with clients. We seek to set ourselves apart by serving as a lifelong financial partner, offering guidance, personalized financial planning and investment strategies. We strive to be a firm you can trust in times of uncertainty, while knowing that you are ultimately in control of your finances. |
|
| Convergent Wealth Management, LLC |
John |
Stobbs |
Founder & Managing Member |
(636) 536-1800 ext 104 |
WM |
john@convergentwm.com |
contact@convergentwm.com |
16150 Main Circle Drive Suite 115 |
Chesterfield |
MO |
63017 |
United States of America |
North America |
https://www.linkedin.com/in/john-stobbs-7bb66511/ |
|
|
$8,202 million |
|
|
http://www.convergentwm.com/ |
At Convergent Wealth Management, we are a team of experienced professionals driven to serve with excellence. Too often, financial services firms are focused on selling products and forming a transactional-based relationship with clients. We seek to set ourselves apart by serving as a lifelong financial partner, offering guidance, personalized financial planning and investment strategies. We strive to be a firm you can trust in times of uncertainty, while knowing that you are ultimately in control of your finances. |
|
| Convergent Wealth Management, LLC |
Jeannie |
Seabaugh |
Managing Member |
(636) 536-1800 ext 103 |
WM |
jeannie@convergentwm.com |
contact@convergentwm.com |
16150 Main Circle Drive Suite 115 |
Chesterfield |
MO |
63017 |
United States of America |
North America |
|
|
|
$8,202 million |
|
|
http://www.convergentwm.com/ |
At Convergent Wealth Management, we are a team of experienced professionals driven to serve with excellence. Too often, financial services firms are focused on selling products and forming a transactional-based relationship with clients. We seek to set ourselves apart by serving as a lifelong financial partner, offering guidance, personalized financial planning and investment strategies. We strive to be a firm you can trust in times of uncertainty, while knowing that you are ultimately in control of your finances. |
|
| Convergent Wealth Management, LLC |
John |
Stobbs |
Managing Member |
(636) 536-1800 ext 104 |
WM |
john@convergentwm.com |
contact@convergentwm.com |
16150 Main Circle Drive Suite 115 |
Chesterfield |
MO |
63017 |
United States of America |
North America |
https://www.linkedin.com/in/john-stobbs-7bb66511/ |
|
|
$8,202 million |
|
|
http://www.convergentwm.com |
At Convergent Wealth Management, we are a team of experienced professionals driven to serve with excellence. Too often, financial services firms are focused on selling products and forming a transactional-based relationship with clients. We seek to set ourselves apart by serving as a lifelong financial partner, offering guidance, personalized financial planning and investment strategies. We strive to be a firm you can trust in times of uncertainty, while knowing that you are ultimately in control of your finances. |
|
| Convergent Wealth Management, LLC |
Jeannie |
Seabaugh |
Managing Member |
(636) 536-1800 ext 103 |
WM |
jeannie@convergentwm.com |
contact@convergentwm.com |
16150 Main Circle Drive Suite 115 |
Chesterfield |
MO |
63017 |
United States of America |
North America |
|
|
|
$8,202 million |
|
|
http://www.convergentwm.com |
At Convergent Wealth Management, we are a team of experienced professionals driven to serve with excellence. Too often, financial services firms are focused on selling products and forming a transactional-based relationship with clients. We seek to set ourselves apart by serving as a lifelong financial partner, offering guidance, personalized financial planning and investment strategies. We strive to be a firm you can trust in times of uncertainty, while knowing that you are ultimately in control of your finances. |
|
| Conway Wealth Group, LLC |
Michael |
Conway |
President & CEO |
(973) 285-3640 |
WM |
mconway@conwaywealth.com |
|
4 Campus Drive |
Parsippany-Troy Hills |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/michaelwconway/ |
|
|
|
|
https://www.linkedin.com/company/conway-wealth-group/ |
https://www.conwaywealthgroup.com/ |
Conway Wealth Group at Summit Financial, LLC is a premier wealth management and advisory group. Company founder Michael Conway and his team develop and manage an integrated plan for each client’s financial future. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country. |
|
| Conway Wealth Group, LLC |
Zachary |
Conway |
Managing Director |
(973) 285-3640 |
WM |
zconway@sfr1.com |
|
4 Campus Drive |
Parsippany-Troy Hills |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/zachary-conway/ |
|
|
|
zconway@conwaywealth.com |
https://www.linkedin.com/company/conway-wealth-group/ |
https://www.conwaywealthgroup.com/ |
Conway Wealth Group at Summit Financial, LLC is a premier wealth management and advisory group. Company founder Michael Conway and his team develop and manage an integrated plan for each client’s financial future. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country. |
|
| Conway Wealth Group, LLC |
Jonathan |
Strelec |
Associate Wealth Advisor |
(973) 285-3640 |
WM |
jstrelec@conwaywealth.com |
|
4 Campus Drive |
Parsippany-Troy Hills |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-strelec-cfa-66158344/ |
|
|
|
|
https://www.linkedin.com/company/conway-wealth-group/ |
https://www.conwaywealthgroup.com/ |
Conway Wealth Group at Summit Financial, LLC is a premier wealth management and advisory group. Company founder Michael Conway and his team develop and manage an integrated plan for each client’s financial future. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country. |
|
| Conway Wealth Group, LLC |
Kim |
Kushel |
Director of Operations |
(973) 285-3640 |
WM |
kkushel@conwaywealth.com |
|
4 Campus Drive |
Parsippany-Troy Hills |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/kim-kushel-884b8923/ |
|
|
|
|
https://www.linkedin.com/company/conway-wealth-group/ |
https://www.conwaywealthgroup.com/ |
Conway Wealth Group at Summit Financial, LLC is a premier wealth management and advisory group. Company founder Michael Conway and his team develop and manage an integrated plan for each client’s financial future. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country. |
|
| Conway Wealth Group, LLC |
Ken |
Kovacs |
Director of Client Services |
(973) 285-3640 |
WM |
kkovacs@conwaywealth.com |
|
4 Campus Drive |
Parsippany-Troy Hills |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/kenkovacs1/ |
|
|
|
|
https://www.linkedin.com/company/conway-wealth-group/ |
https://www.conwaywealthgroup.com/ |
Conway Wealth Group at Summit Financial, LLC is a premier wealth management and advisory group. Company founder Michael Conway and his team develop and manage an integrated plan for each client’s financial future. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country. |
|
| Conway Wealth Group, LLC |
Jake |
Piasecki |
Director of Business Development |
Direct: (973) 588-8271 |
WM |
jpiasecki@conwaywealth.com |
|
4 Campus Drive |
Parsippany-Troy Hills |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/jake-piasecki-15a54732/ |
|
|
|
|
https://www.linkedin.com/company/conway-wealth-group/ |
https://www.conwaywealthgroup.com/ |
Conway Wealth Group at Summit Financial, LLC is a premier wealth management and advisory group. Company founder Michael Conway and his team develop and manage an integrated plan for each client’s financial future. Michael has been recognized by Investopedia as one of the top 100 most influential advisors in the country. |
|
| Cookson Peirce Investment Management |
Bruce |
Miller |
CIO & Secretary |
(412) 471-5320 |
WM |
bwm@cooksonpeirce.com |
info@cooksonpeirce.com |
555 Grant Street, Suite 380 |
Pittsburgh |
PA |
15219-4421 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-miller-5659328b/ |
|
1.984 |
$1.1B |
|
https://www.linkedin.com/company/cooksonpeirce-investment-management/about/ |
http://www.cooksonpeirce.com/ |
CooksonPeirce is the preferred boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management. Founded in 1984, CooksonPeirce develops and delivers investment strategies and products using a proprietary, time-tested process that focuses solely on hard data and analytics. This removes emotion from the financial investment equation, replacing it with continuous evaluation and the right data points. Because of this, the firm capitalizes on opportunities and delivers consistent results to its clients in a constantly changing marketplace. Serving both private clients and financial advisors, CooksonPeirce maintains headquarters in Pittsburgh, Pennsylvania and an office in Akron, Ohio. |
|
| Cookson Peirce Investment Management |
Daniel |
Henderson |
President & CEO |
(412) 471-5320 |
WM |
dsh@cooksonpeirce.com |
info@cooksonpeirce.com |
555 Grant Street, Suite 380 |
Pittsburgh |
PA |
15219-4421 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-henderson-67b8456/ |
|
1.984 |
$1.1B |
|
https://www.linkedin.com/company/cooksonpeirce-investment-management/about/ |
http://www.cooksonpeirce.com/ |
CooksonPeirce is the preferred boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management. Founded in 1984, CooksonPeirce develops and delivers investment strategies and products using a proprietary, time-tested process that focuses solely on hard data and analytics. This removes emotion from the financial investment equation, replacing it with continuous evaluation and the right data points. Because of this, the firm capitalizes on opportunities and delivers consistent results to its clients in a constantly changing marketplace. Serving both private clients and financial advisors, CooksonPeirce maintains headquarters in Pittsburgh, Pennsylvania and an office in Akron, Ohio. |
|
| Cooper Parry Wealth |
Stephen |
Jones |
CEO |
44 777 570-0095 |
WM |
stephenj@cooperparry.com |
theteam@cooperparrywealth.com |
Sky View, Argosy Road |
East Midlands Airport |
Derby |
DE74 2SA |
United Kingdom |
Europe |
https://www.linkedin.com/in/stephenjones4/ |
|
1.850 |
|
|
https://www.linkedin.com/company/cooper-parry/ |
https://www.cooperparrywealth.com/ |
We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned businesses across the Midlands to help them grow, become more tax efficient, get up to speed with their IT and much more. We always say we’re not robots. We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK. |
|
| Cooper Parry Wealth |
Jonathan |
Elsigood |
Partner |
44 771 177-1359 |
WM |
jonathane@cooperparry.com |
theteam@cooperparrywealth.com |
Sky View, Argosy Road |
East Midlands Airport |
Derby |
DE74 2SA |
United Kingdom |
Europe |
https://www.linkedin.com/in/jonathanelsigood/ |
|
1.850 |
|
|
https://www.linkedin.com/company/cooper-parry/ |
https://www.cooperparrywealth.com/ |
We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned businesses across the Midlands to help them grow, become more tax efficient, get up to speed with their IT and much more. We always say we’re not robots. We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK. |
|
| Cooper Parry Wealth |
Sarah |
Layzell |
Senior HR Business Partner |
44 01332411163 |
WM |
sarahl@pkfcooperparry.com |
theteam@cooperparrywealth.com |
Sky View, Argosy Road |
East Midlands Airport |
Derby |
DE74 2SA |
United Kingdom |
Europe |
https://www.linkedin.com/in/sarah-layzell-56638239/ |
|
1.850 |
|
sarahl@cooperparry.com |
https://www.linkedin.com/company/cooper-parry/ |
https://www.cooperparrywealth.com/ |
We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned businesses across the Midlands to help them grow, become more tax efficient, get up to speed with their IT and much more. We always say we’re not robots. We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK. |
|
| Cooper Parry Wealth |
April |
Bembridge |
Chief People Officer & Partner |
44 01332411163 |
WM |
aprilb@cooperparry.com |
theteam@cooperparrywealth.com |
Sky View, Argosy Road |
East Midlands Airport |
Derby |
DE74 2SA |
United Kingdom |
Europe |
https://www.linkedin.com/in/aprilsb/ |
|
1.850 |
|
|
https://www.linkedin.com/company/cooper-parry/ |
https://www.cooperparrywealth.com/ |
We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned businesses across the Midlands to help them grow, become more tax efficient, get up to speed with their IT and much more. We always say we’re not robots. We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK. |
|
| Cooper Parry Wealth |
Melanie |
Campbell |
Head of Marketing |
44 781 570-6081 |
WM |
melaniec@pkfcooperparry.com |
theteam@cooperparrywealth.com |
Sky View, Argosy Road |
East Midlands Airport |
Derby |
DE74 2SA |
United Kingdom |
Europe |
https://www.linkedin.com/in/melaniecampbell1/ |
|
1.850 |
|
|
https://www.linkedin.com/company/cooper-parry/ |
https://www.cooperparrywealth.com/ |
We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned businesses across the Midlands to help them grow, become more tax efficient, get up to speed with their IT and much more. We always say we’re not robots. We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK. |
|
| Coordinated Capital Securities, Inc. |
Mary |
Buechner |
President and CEO |
(608) 221-4545 |
WM |
mari@ccsmadison.com |
|
704 River Place |
Madison |
WI |
53716 |
United States of America |
North America |
https://www.linkedin.com/in/maribuechner/ |
|
1.984 |
$88M |
|
https://www.linkedin.com/company/coordinated-capital-securities-inc. |
http://www.ccsmadison.com/ |
Coordinated Capital Securities, Inc. is an independent broker dealer and investment advisor specializing in supporting our registered reps and the clients they serve. As a privately-held company we understand the value of individualized service. By design we are a small firm intent on establishing long-term relationships. We provide the business-building tools to help develop and grow your practice with flexibility and independence. |
|
| Coordinated Capital Securities, Inc. |
Robin |
Urso |
Operations Manager |
(608) 221-4545 |
WM |
robin@ccsmadison.com |
|
704 River Place |
Madison |
WI |
53716 |
United States of America |
North America |
https://www.linkedin.com/in/robin-urso-429b8a2a/ |
|
1.984 |
$88M |
|
https://www.linkedin.com/company/coordinated-capital-securities-inc. |
http://www.ccsmadison.com/ |
Coordinated Capital Securities, Inc. is an independent broker dealer and investment advisor specializing in supporting our registered reps and the clients they serve. As a privately-held company we understand the value of individualized service. By design we are a small firm intent on establishing long-term relationships. We provide the business-building tools to help develop and grow your practice with flexibility and independence. |
|
| Copper Canyon Wealth Management |
Sharon |
Boucher |
Managing Partner | Wealth Advisor |
(602) 448-0846 |
WM |
sharon.boucher@ccwealth.com |
clientservice@ccwealth.com |
1830 S. Alma School Road Suite 104 |
Mesa |
AZ |
85210 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/copper-canyon-wealth-management/ |
https://www.coppercanyonwealth.com/ |
Copper Canyon Wealth Management is a full-service financial services firm providing comprehensive investment management, insurance services, financial, retirement, wealth and estate planning, as well as, individual and corporate trust services. Trusting relationships are the foundation of our investment and wealth planning practice, and we're committed to fostering our business and personal relationship with your family. In doing so, we'll maintain the highest standards of integrity and professionalism. |
|
| Copper Canyon Wealth Management |
Donald |
Boucher |
Managing Partner | Wealth Advisor |
(602) 510-5285 |
WM |
don.boucher@ccwealth.com |
clientservice@ccwealth.com |
1830 S. Alma School Road Suite 104 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/donaldpboucher/ |
|
2.011 |
|
|
https://www.linkedin.com/company/copper-canyon-wealth-management/ |
https://www.coppercanyonwealth.com/ |
Copper Canyon Wealth Management is a full-service financial services firm providing comprehensive investment management, insurance services, financial, retirement, wealth and estate planning, as well as, individual and corporate trust services. Trusting relationships are the foundation of our investment and wealth planning practice, and we're committed to fostering our business and personal relationship with your family. In doing so, we'll maintain the highest standards of integrity and professionalism. |
|
| Copper Square Private Wealth, LLC |
Alejandro |
Haas |
Financial Advisor |
(480) 264-5340; (480) 361-6203 |
WM |
ahaas@coppersquarepw.com |
|
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/alejandrohaas/ |
|
2.015 |
|
|
https://www.linkedin.com/company/copper-square-private-wealth-llc/?trk=company_logo |
https://www.coppersquarepw.com/ |
Copper Square Private Wealth, LLC is a Scottsdale-based independent wealth management firm and affiliate of Wilde Wealth Management Group, Inc. We provide customized goals-based financial planning and comprehensive investment advisory solutions to private individuals, families, and business owners. |
|
| Copperline Wealth Management & Planning |
Luke |
McNeely |
Founder & Advisor |
(307) 586-1880 |
WM |
luke@copperlinewealth.com |
|
1708 Stampede Ave., Suite A |
Cody |
WY |
82414 |
United States of America |
North America |
|
|
2.019 |
|
|
|
https://www.copperlinewealth.com/ |
At Copperline Wealth Management & Planning, we build a plan that is customized to your needs. From asset management to financial planning, we’ll be sure to meet with you to find a financial strategy. From planning your long-awaited retirement day to prepping for your child’s college tuition, we can help manage your assets and estate. |
|
| Copperline Wealth Management & Planning |
Sara |
Schauermann |
Founder & Advisor |
(307) 586-1880 |
WM |
sara@copperlinewealth.com |
|
1708 Stampede Ave., Suite A |
Cody |
WY |
82414 |
United States of America |
North America |
https://www.linkedin.com/in/sara-schauermann-476134190/ |
|
2.019 |
|
|
|
https://www.copperlinewealth.com/ |
At Copperline Wealth Management & Planning, we build a plan that is customized to your needs. From asset management to financial planning, we’ll be sure to meet with you to find a financial strategy. From planning your long-awaited retirement day to prepping for your child’s college tuition, we can help manage your assets and estate. |
|
| CORDA Investment Management, LLC |
Bonner |
Barnes |
President, Chief Investment Officer |
(469) 453-6498 |
WM |
bonner@cordamanagement.com |
info@cordamanagement.com |
15950 Dallas Parkway Suite #430 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/bonner-barnes-336bb428/ |
|
1.999 |
$865 million |
|
https://www.linkedin.com/company/corda-investment-management/ |
https://cordamanagement.com/ |
CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. |
|
| CORDA Investment Management, LLC |
Jonathan |
English |
Investment Strategist |
(469) 453-6498 |
WM |
jonathan@cordamanagement.com |
info@cordamanagement.com |
15950 Dallas Parkway Suite #430 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/jonenglish/ |
|
1.999 |
$865 million |
|
https://www.linkedin.com/company/corda-investment-management/ |
https://cordamanagement.com/ |
CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. |
|
| CORDA Investment Management, LLC |
Eyal |
Lavie |
Investment Strategist |
(469) 453-6498 |
WM |
eyal@cordamanagement.com |
info@cordamanagement.com |
15950 Dallas Parkway Suite #430 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/eyal-lavie-a7a3ab39/ |
|
1.999 |
$865 million |
|
https://www.linkedin.com/company/corda-investment-management/ |
https://cordamanagement.com/ |
CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. |
|
| CORDA Investment Management, LLC |
Terry |
Puhl |
Investment Strategist |
(469) 453-6498 |
WM |
terry@cordamanagement.com |
info@cordamanagement.com |
15950 Dallas Parkway Suite #430 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/terry-puhl-b7312625/ |
|
1.999 |
$865 million |
|
https://www.linkedin.com/company/corda-investment-management/ |
https://cordamanagement.com/ |
CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. |
|
| Cordingley & Parkinson Wealth Management |
Robert |
Parkinson |
Founder |
(208) 356-9022 |
WM |
robert.parkinson@lpl.com |
|
47 Professional Plaza |
Rexburg |
ID |
83440 |
United States of America |
North America |
https://www.linkedin.com/in/robert-rob-parkinson-cfp-b2520533/ |
|
1.992 |
|
|
|
http://www.cpwealthmanagement.com/ |
Cordingley & Parkinson Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. |
|
| Cordusio |
Davide |
D'Acunto |
Fund Selector, Family Officer |
39 02 7259 1181 |
WM |
davide.dacunto@cordusio.it |
sede.milano@cordusio.it |
via Borromei, 5 |
Milan |
|
20123 |
Italy |
Europe |
https://www.linkedin.com/in/davidedacunto/ |
|
1.973 |
|
|
https://www.linkedin.com/company-beta/15230946/ |
https://www.cordusio.it/ |
Cordusio was born from the UniCredit Group, combining the best of Group know-how with the culture of Wealth Management, to focus our service model exclusively on the most complex needs and on the great assets.
We are a company dedicated to the management of heritage, both family and business; With the ambition to become a trusted partner for entrepreneurs, families and legal persons. |
|
| Core Wealth Management |
Richard |
Bopp |
Advisor |
(724) 371-8090 |
WM |
dick@corewm.com |
info@corewm.com |
6031 Wallace Road Ext 110 |
Wexford |
PA |
15090 |
United States of America |
North America |
https://www.linkedin.com/in/dick-bopp-b40b25/ |
|
|
$11.5 million |
|
|
http://www.corewm.com/ |
Core Wealth Management provides clients with advice and assistance to help them pursue their financial goals. Having hundreds of clients of varying ages and income levels, our representatives have the experience and knowledge necessary to create a personalized and effective financial portfolio. To meet changing needs and account for variables beyond the economy, they ensure clients receive comprehensive financial advice and tools to monitor their progress. As investment advisors and/or registered representatives of H. Beck, Inc., our advisors are able to offer investment advice and securities in various states through the broker-dealer. Because of this relationship we can offer many options to develop optimal portfolios not only in retirement planning but also life insurance, college planning and more. |
|
| Core Wealth Management |
Matthew |
Stanley |
Financial Advisor |
(724) 371-8090 |
WM |
matthew@corewm.com |
info@corewm.com |
6031 Wallace Road Ext 110 |
Wexford |
PA |
15090 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-stanley-35398561/ |
|
|
$11.5 million |
|
|
http://www.corewm.com/ |
Core Wealth Management provides clients with advice and assistance to help them pursue their financial goals. Having hundreds of clients of varying ages and income levels, our representatives have the experience and knowledge necessary to create a personalized and effective financial portfolio. To meet changing needs and account for variables beyond the economy, they ensure clients receive comprehensive financial advice and tools to monitor their progress. As investment advisors and/or registered representatives of H. Beck, Inc., our advisors are able to offer investment advice and securities in various states through the broker-dealer. Because of this relationship we can offer many options to develop optimal portfolios not only in retirement planning but also life insurance, college planning and more. |
|
| Core Wealth Management |
Megan |
Ries |
Office Manager |
(724) 371-8090 |
WM |
megan@corewm.com |
info@corewm.com |
6031 Wallace Road Ext 110 |
Wexford |
PA |
15090 |
United States of America |
North America |
https://www.linkedin.com/in/megan-ries-766019b/ |
|
|
$11.5 million |
|
|
http://www.corewm.com/ |
Core Wealth Management provides clients with advice and assistance to help them pursue their financial goals. Having hundreds of clients of varying ages and income levels, our representatives have the experience and knowledge necessary to create a personalized and effective financial portfolio. To meet changing needs and account for variables beyond the economy, they ensure clients receive comprehensive financial advice and tools to monitor their progress. As investment advisors and/or registered representatives of H. Beck, Inc., our advisors are able to offer investment advice and securities in various states through the broker-dealer. Because of this relationship we can offer many options to develop optimal portfolios not only in retirement planning but also life insurance, college planning and more. |
|
| Core Wealth Management |
Peter |
Schramm |
Investment Consultant |
(724) 371-8090 |
WM |
peter@corewm.com |
info@corewm.com |
6031 Wallace Road Ext 110 |
Wexford |
PA |
15090 |
United States of America |
North America |
|
|
|
$11.5 million |
|
|
http://www.corewm.com/ |
Core Wealth Management provides clients with advice and assistance to help them pursue their financial goals. Having hundreds of clients of varying ages and income levels, our representatives have the experience and knowledge necessary to create a personalized and effective financial portfolio. To meet changing needs and account for variables beyond the economy, they ensure clients receive comprehensive financial advice and tools to monitor their progress. As investment advisors and/or registered representatives of H. Beck, Inc., our advisors are able to offer investment advice and securities in various states through the broker-dealer. Because of this relationship we can offer many options to develop optimal portfolios not only in retirement planning but also life insurance, college planning and more. |
|
| Core Wealth Management |
Todd |
Schanel |
Principal and Director of Investment Advisory Services |
(561) 491-0231 |
WM |
Todd@core-wm.com |
|
4600 Military Trail, Suite 215 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/toddschanel/ |
|
2.012 |
|
|
https://www.linkedin.com/company/core-wm/ |
https://www.core-wm.com/ |
Core Wealth Management (CWM) is a full service financial planning and investment advisory firm. CWM is the wealth management arm of a Jupiter CPA firm, Schanel & Associates, which was established in 1994 in Palm Beach County. Our vision is to be the primary resource that you and your family can turn to for independent and objective financial advice. The professionals at Core Wealth Management will guide you through the process of developing and executing a financial plan that will bring you peace of mind regarding your financial future. With our heritage as tax accountants, our expertise encompasses multiple disciplines and enables us to take a truly comprehensive and integrated approach to financial planning and wealth management. At CWM, we work with clients of all income and net worth levels as we believe that a prudent financial plan is extremely beneficial for everyone. |
|
| Core Wealth Management |
Jackie |
Goldstick |
Director of Financial Planning Services |
(561) 491-0231 |
WM |
jackie@core-wm.com |
|
4600 Military Trail, Suite 215 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/jackie-goldstick-cfp®-989b1914/ |
|
2.012 |
|
|
https://www.linkedin.com/company/core-wm/ |
https://www.core-wm.com/ |
Core Wealth Management (CWM) is a full service financial planning and investment advisory firm. CWM is the wealth management arm of a Jupiter CPA firm, Schanel & Associates, which was established in 1994 in Palm Beach County. Our vision is to be the primary resource that you and your family can turn to for independent and objective financial advice. The professionals at Core Wealth Management will guide you through the process of developing and executing a financial plan that will bring you peace of mind regarding your financial future. With our heritage as tax accountants, our expertise encompasses multiple disciplines and enables us to take a truly comprehensive and integrated approach to financial planning and wealth management. At CWM, we work with clients of all income and net worth levels as we believe that a prudent financial plan is extremely beneficial for everyone. |
|
| Cornerstone Advisors Asset Management, Inc. |
Malcolm "Skip" |
Cowen II |
President |
(610) 694-0900 |
WM |
mcowen@cornerstone-companies.com |
|
74 West Broad Street, Suite 340 |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/malcolm-skip-cowen-ii-74613416/ |
|
|
$4, 515 million |
|
https://www.linkedin.com/company/cornerstone-advisors-asset-management-llc/ |
https://www.cornerstone-companies.com/ |
Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families.
Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. |
|
| Cornerstone Advisors Asset Management, Inc. |
Thomas |
Scalici |
CEO |
(610) 694-0900 |
WM |
tscalici@cornerstone-companies.com |
|
74 West Broad Street, Suite 340 |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/tomscalici/ |
|
|
$4, 515 million |
|
https://www.linkedin.com/company/cornerstone-advisors-asset-management-llc/ |
https://www.cornerstone-companies.com/ |
Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families.
Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. |
|
| Cornerstone Advisors Asset Management, Inc. |
Kevin |
Karpuk |
Chief Investment Officer |
(610) 694-0900 |
WM |
kkarpuk@cornerstone-companies.com |
|
74 West Broad Street, Suite 340 |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-karpuk-723526156/ |
|
|
$4, 515 million |
|
https://www.linkedin.com/company/cornerstone-advisors-asset-management-llc/ |
https://www.cornerstone-companies.com/ |
Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families.
Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. |
|
| Cornerstone Advisors Asset Management, Inc. |
Trevor |
Reid |
Principal, Senior Investment Analyst |
(610) 694-0900 |
WM |
treid@cornerstone-companies.com |
|
74 West Broad Street, Suite 340 |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/trevor-reid-cfa-288208b/ |
|
|
$4, 515 million |
|
https://www.linkedin.com/company/cornerstone-advisors-asset-management-llc/ |
https://www.cornerstone-companies.com/ |
Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families.
Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. |
|
| Cornerstone Advisors Asset Management, Inc. |
Christopher |
Lakatosh |
Principal, Senior Consultant |
(610) 694-0900 |
WM |
clakatosh@cornerstone-companies.com |
|
74 West Broad Street, Suite 340 |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/chris-lakatosh-cfp®-04899b37/ |
|
|
$4, 515 million |
|
https://www.linkedin.com/company/cornerstone-advisors-asset-management-llc/ |
https://www.cornerstone-companies.com/ |
Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families.
Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. |
|
| Cornerstone Financial Advisors |
Matthew |
Porter |
Financial Advisor |
(208) 529-6643 |
WM |
matt@cfaidaho.net |
matt@cfaidaho.net |
1858 East 1st Street |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/mattportercfp/ |
|
1.962 |
|
|
https://www.linkedin.com/company/cornerstone-financial-advisors/ |
https://www.cornerstonefinancialadvisors.net/ |
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. |
|
| Cornerstone Financial Advisors |
David |
Schofield |
Financial Advisor |
(208) 529-6643 |
WM |
david@cfaidaho.net |
matt@cfaidaho.net |
1858 East 1st Street |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/david-schofield-24879b6/ |
|
1.962 |
|
|
https://www.linkedin.com/company/cornerstone-financial-advisors/ |
https://www.cornerstonefinancialadvisors.net/ |
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. |
|
| Cornerstone Financial Advisors |
Jacob |
Munk |
Financial Advisor |
(208) 529-6643 |
WM |
jacob@cfaidaho.net |
matt@cfaidaho.net |
1858 East 1st Street |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/jacob-munk-b455b37/ |
|
1.962 |
|
|
https://www.linkedin.com/company/cornerstone-financial-advisors/ |
https://www.cornerstonefinancialadvisors.net/ |
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. |
|
| Cornerstone Financial Advisors |
Lori |
Lawrence |
Director of Operations |
(208) 529-6643 |
WM |
lori@cfaidaho.net |
matt@cfaidaho.net |
1858 East 1st Street |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/lori-lawrence-2428022b/ |
|
1.962 |
|
|
https://www.linkedin.com/company/cornerstone-financial-advisors/ |
https://www.cornerstonefinancialadvisors.net/ |
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. |
|
| Cornerstone Financial Advisors |
Jeremie |
Berrett |
Financial Advisor |
(208) 529-6643 |
WM |
jeremie@cfaidaho.net |
matt@cfaidaho.net |
1858 East 1st Street |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/jeremie-berrett-64882984/ |
|
1.962 |
|
|
https://www.linkedin.com/company/cornerstone-financial-advisors/ |
https://www.cornerstonefinancialadvisors.net/ |
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. |
|
| Cornerstone Financial Advisors |
Lisa |
Snarr |
Chief Operations Officer |
Direct: (208) 757-9024 |
WM |
snarlisa@msn.com |
matt@cfaidaho.net |
1858 East 1st Street |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-snarr-a1857311/ |
|
1.962 |
|
|
https://www.idahoaccountingsolutions.com/ |
https://www.cornerstonefinancialadvisors.net/ |
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. |
|
| Cornerstone Wealth Management, LLC |
Eddie |
Caldwell |
Wealth Management Advisor |
(972) 980-2022 |
WM |
eddie.caldwell@nm.com |
cornerstone-wealth@nm.com |
15851 Dallas Pkwy., Suite 1230 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/eddiecaldwell-nm/ |
Family Office Services, Private Placements, Investment Adviser, Wealth Management |
1.999 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-management/ |
http://cornerstonewealthmanagement.nm.com/ |
Cornerstone Wealth Management is a multigenerational wealth management firm headquartered in Dallas, TX. We listen to our clients' goals, then design and implement a comprehensive strategy to deliver results for the families and businesses we serve. |
|
| Cornerstone Wealth Management, LLC |
Erik |
Lichty |
Wealth Management Advisor |
(972) 980-2004 |
WM |
erik.lichty@nm.com |
cornerstone-wealth@nm.com |
15851 Dallas Pkwy., Suite 1230 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/eriklichtycfp®/ |
Family Office Services, Private Placements, Investment Adviser, Wealth Management |
1.999 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-management/ |
http://cornerstonewealthmanagement.nm.com/ |
Cornerstone Wealth Management is a multigenerational wealth management firm headquartered in Dallas, TX. We listen to our clients' goals, then design and implement a comprehensive strategy to deliver results for the families and businesses we serve. |
|
| Cornerstone Wealth Management, LLC |
Chris |
Meacham |
President & CEO |
(858) 676-1000 |
WM |
chris@cornerstonewm.com |
info@cornerstonewm.com |
16935 West Bernardo Drive, Suite 260 |
San Diego |
CA |
92127 |
United States of America |
North America |
https://www.linkedin.com/in/chris-meacham-83078012/ |
Family Office Services, Private Placements, Investment Adviser, Wealth Management |
1.999 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-management/ |
http://www.cornerstonewm.com/ |
Cornerstone Wealth Management, an independent San Diego-based wealth advisory firm, is pleased to announce the opening of its newest office in Rancho Santa Fe. Members of the community are invited to an Open House at the Rancho Santa Fe office. Founded in Rancho Bernardo in 1999 by President and CEO, Chris Meacham, CPA, Cornerstone is a boutique wealth management firm led by formerly practicing CPAs and attorneys. Cornerstone is modeled after what is known as a Family Office. The approach of a Family Office is more comprehensive than the services provided by many investment advisory firms. Family Offices often coordinate all the specialized needs required of wealthy investors, from investment advice to legal and tax issues to succession planning. |
|
| Cornerstone Wealth Management, LLC |
Scott |
Bramwell |
Managing Director |
(858) 676-1000 |
WM |
scott@cornerstonewm.com |
info@cornerstonewm.com |
16935 West Bernardo Drive, Suite 260 |
San Diego |
CA |
92127 |
United States of America |
North America |
https://www.linkedin.com/in/scott-bramwell-0723bb4/ |
Family Office Services, Private Placements, Investment Adviser, Wealth Management |
1.999 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-management/ |
http://www.cornerstonewm.com/ |
Cornerstone Wealth Management, an independent San Diego-based wealth advisory firm, is pleased to announce the opening of its newest office in Rancho Santa Fe. Members of the community are invited to an Open House at the Rancho Santa Fe office. Founded in Rancho Bernardo in 1999 by President and CEO, Chris Meacham, CPA, Cornerstone is a boutique wealth management firm led by formerly practicing CPAs and attorneys. Cornerstone is modeled after what is known as a Family Office. The approach of a Family Office is more comprehensive than the services provided by many investment advisory firms. Family Offices often coordinate all the specialized needs required of wealthy investors, from investment advice to legal and tax issues to succession planning. |
|
| Cornerstone Wealth Management, LLC |
Fabian |
Waldner |
Executive Director & CCO |
(858) 676-1000 |
WM |
fabian@cornerstonewm.com |
info@cornerstonewm.com |
16935 West Bernardo Drive, Suite 260 |
San Diego |
CA |
92127 |
United States of America |
North America |
https://www.linkedin.com/in/fwaldner/ |
Family Office Services, Private Placements, Investment Adviser, Wealth Management |
1.999 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-management/ |
http://www.cornerstonewm.com/ |
Cornerstone Wealth Management, an independent San Diego-based wealth advisory firm, is pleased to announce the opening of its newest office in Rancho Santa Fe. Members of the community are invited to an Open House at the Rancho Santa Fe office. Founded in Rancho Bernardo in 1999 by President and CEO, Chris Meacham, CPA, Cornerstone is a boutique wealth management firm led by formerly practicing CPAs and attorneys. Cornerstone is modeled after what is known as a Family Office. The approach of a Family Office is more comprehensive than the services provided by many investment advisory firms. Family Offices often coordinate all the specialized needs required of wealthy investors, from investment advice to legal and tax issues to succession planning. |
|
| Cornerstone Wealth Management, LLC |
Ryan |
Meacham |
Director of Business Development |
(858) 676-1000 |
WM |
ryan@cornerstonewm.com |
info@cornerstonewm.com |
16935 West Bernardo Drive, Suite 260 |
San Diego |
CA |
92127 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-meacham-290b9212/ |
Family Office Services, Private Placements, Investment Adviser, Wealth Management |
1.999 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-management/ |
http://www.cornerstonewm.com/ |
Cornerstone Wealth Management, an independent San Diego-based wealth advisory firm, is pleased to announce the opening of its newest office in Rancho Santa Fe. Members of the community are invited to an Open House at the Rancho Santa Fe office. Founded in Rancho Bernardo in 1999 by President and CEO, Chris Meacham, CPA, Cornerstone is a boutique wealth management firm led by formerly practicing CPAs and attorneys. Cornerstone is modeled after what is known as a Family Office. The approach of a Family Office is more comprehensive than the services provided by many investment advisory firms. Family Offices often coordinate all the specialized needs required of wealthy investors, from investment advice to legal and tax issues to succession planning. |
|
| Cornerstone Wealth Strategies |
Julie |
Bird |
Partner |
(817) 488-0660 |
WM |
jbird@financialguide.com |
cssupport@financialguide.com |
2273 E Continental Suite 120 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/julielbird/ |
|
1.993 |
|
|
https://www.linkedin.com/company/cornerstone-wealth-strategies/ |
https://www.cornerstonesouthlake.com/ |
Julie Bird believes in the power of planning to help her clients live the best lives they possibly can. Julie focuses her financial planning skills and expertise on helping her clients maximize what they have; making the most use of their incomes and assets, and making sure the plans they put in place integrate all aspects of their financial lives. Julie's clients - high-income and high-net-worth individuals, professionals, executives and business owners, look to Julie for holistic, coordinated plans that help to efficiently provide financial protection, savings, and growth for their families and businesses. |
|
| Coromandel Wealth Management |
George |
Gagliardi |
Financial Advisor |
(781) 728-9001 |
WM |
George@CoromandelWM.com |
info@CoromandelWM.com |
15 Muzzey Street |
Lexington |
MA |
02421 |
United States of America |
North America |
https://www.linkedin.com/in/georgergagliardi/ |
Technology Industry |
2.010 |
|
|
|
http://www.coromandelwm.com/ |
Coromandel Wealth Management is a fee-only financial advisory firm that offers a full range of financial planning and investment management services. |
|
| Corrigan Financial Inc. |
Andre |
Khalfayan |
Financial Planner |
(401) 849-9313 |
WM |
akhalfayan@corriganfinancialinc.com |
contactcfi@corriganfinancialinc.com |
747 Aquidneck Avenue |
Middletown |
RI |
02842 |
United States of America |
North America |
https://www.linkedin.com/in/andre-khalfayan-9a925363/ |
|
1.989 |
$662M |
|
https://www.linkedin.com/company/corrigan-financial-inc-/ |
http://www.corriganfinancialinc.com/ |
Corrigan Financial is an independent Wealth Management firm based in Rhode Island.
We provide financial planning advice and investment management services to over 900 clients nationwide; and, as of 12/31/2018 we have over $750,000,000 in A.U.M.. Currently celebrating our 30th year in business, we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future. |
|
| Corrigan Financial Inc. |
Daniel |
Corrigan |
President |
(401) 849-9313 |
WM |
dcorrigan@corriganfinancialinc.com |
contactcfi@corriganfinancialinc.com |
747 Aquidneck Avenue |
Middletown |
RI |
02842 |
United States of America |
North America |
https://www.linkedin.com/in/dan-corrigan-cima®-2a187831/ |
|
1.989 |
$662M |
|
https://www.linkedin.com/company/corrigan-financial-inc-/ |
http://www.corriganfinancialinc.com/ |
Corrigan Financial is an independent Wealth Management firm based in Rhode Island.
We provide financial planning advice and investment management services to over 900 clients nationwide; and, as of 12/31/2018 we have over $750,000,000 in A.U.M.. Currently celebrating our 30th year in business, we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future. |
|
| Cotton Wealth Management |
Steve |
Cotton |
President |
(214) 420-4440 |
WM |
steve.cotton@cottonwma.com |
|
15301 Spectrum Drive, Suite 390 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/steve-cotton-48ab161/ |
|
|
|
|
|
http://www.cottonwma.com/ |
Cotton Wealth Management Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call. |
|
| Cotton Wealth Management |
Deb |
McCarter |
Director, Client Services Excellence |
(214) 420-4440 |
WM |
deb.mccarter@cottonwma.com |
|
15301 Spectrum Drive, Suite 390 |
Addison |
TX |
75001 |
United States of America |
North America |
|
|
|
|
|
|
http://www.cottonwma.com/ |
Cotton Wealth Management Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call. |
|
| Cotton Wealth Management |
Daniel |
Youngblood |
Director, Operational Excellence |
(214) 420-4440 |
WM |
daniel.youngblood@cottonwma.com |
|
15301 Spectrum Drive, Suite 390 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/danielyoungblood/ |
|
|
|
|
|
http://www.cottonwma.com/ |
Cotton Wealth Management Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call. |
|
| Cottrill Arbutina Wealth Management Group |
Tod |
Arbutina |
Managing Member |
(724) 683-3450 |
WM |
tod.arbutina@lpl.com |
info-cawmg@lpl.com |
535 Third St |
Beaver |
PA |
15009 |
United States of America |
North America |
https://www.linkedin.com/in/tod-arbutina-20651322/ |
|
1.999 |
|
|
https://www.linkedin.com/company/cottrillarbutinawealthmanagement |
https://www.cottrillarbutinawealth.com/ |
Cottrill, Arbutina Wealth Management Group specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them. |
|
| Cottrill Arbutina Wealth Management Group |
James |
Garr |
Director of Retirement and Income Distribution Planning |
(724) 683-3466 |
WM |
james.garr@lpl.com |
info-cawmg@lpl.com |
535 Third St |
Beaver |
PA |
15009 |
United States of America |
North America |
https://www.linkedin.com/in/james-garr-b8918b2a/ |
|
1.999 |
|
|
https://www.linkedin.com/company/cottrillarbutinawealthmanagement |
https://www.cottrillarbutinawealth.com/ |
Cottrill, Arbutina Wealth Management Group specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them. |
|
| Cottrill Arbutina Wealth Management Group |
Pamela |
Roesch |
Wealth Plan Assistant and Team Leader |
(724) 683-3450 |
WM |
pamela.roesch@lpl.com |
info-cawmg@lpl.com |
535 Third St |
Beaver |
PA |
15009 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/cottrillarbutinawealthmanagement |
https://www.cottrillarbutinawealth.com/ |
Cottrill, Arbutina Wealth Management Group specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them. |
|
| Cottrill Arbutina Wealth Management Group |
Edward |
Morissey |
Private Wealth Advisor |
(724) 683-3463 |
WM |
ed.morrissey@lpl.com |
info-cawmg@lpl.com |
535 Third St |
Beaver |
PA |
15009 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/cottrillarbutinawealthmanagement |
https://www.cottrillarbutinawealth.com/ |
Cottrill, Arbutina Wealth Management Group specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them. |
|
| Counsel Portfolio Services |
Sam |
Febbraro |
President & CEO |
(877) 625-9885 |
WM |
sam.febbraro@counselservices.com |
info@counselservices.com |
5015 Spectrum Way, Suite 300 |
Mississauga |
ON |
L4W 0E4 |
Canada |
North America |
https://www.linkedin.com/in/sam-febbraro-b044a923/ |
|
1.997 |
|
|
https://www.linkedin.com/company/counsel-portfolio-services |
http://www.counselservices.com/ |
Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. We achieve this in partnership with Advisors. Together, we are dedicated to providing investors with a sound intellectual framework to help them make effective long-term investment decisions. We achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diversified and effectively managed. We provide Advisors with innovative practice management tools that enable them to deliver ideal investment solutions to their clients. We support Advisors in delivering an outstanding service experience as their clients can live their dreams. |
|
| Coutts |
Peter |
Flavel |
CEO |
41 432 455 111 |
WM |
peter.flavel@coutts.com |
|
Lerchenstrasse 18, PO Box |
Zurich |
|
8022 |
Switzerland |
Europe |
https://www.linkedin.com/in/peter-flavel-61b7111/ |
|
1.692 |
|
|
https://www.linkedin.com/company/coutts/ |
https://www.coutts.com/ |
Coutts is widely recognised as one of the leading private banks in the UK. Our progressive, long-term approach to wealth management is founded on experience gained through looking after clients and their money for over three centuries. We offer award-winning and innovative private banking solutions that enable our clients to engage with their wealth in the way that suits them. |
|
| Coutts |
Alan |
Higgins |
Chief Investment Officer, UK |
41 432 455 111 |
WM |
alan.higgins@coutts.com |
|
Lerchenstrasse 18, PO Box |
Zurich |
|
8022 |
Switzerland |
Europe |
https://www.linkedin.com/in/alan-higgins-4916594/ |
|
1.692 |
|
|
https://www.linkedin.com/company/coutts/ |
https://www.coutts.com/ |
Coutts is widely recognised as one of the leading private banks in the UK. Our progressive, long-term approach to wealth management is founded on experience gained through looking after clients and their money for over three centuries. We offer award-winning and innovative private banking solutions that enable our clients to engage with their wealth in the way that suits them. |
|
| Coutts |
Matthew |
Holmes |
Executive Director |
41 432 455 111 |
WM |
matthew.holmes@coutts.com |
|
Lerchenstrasse 18, PO Box |
Zurich |
|
8022 |
Switzerland |
Europe |
https://www.linkedin.com/in/matthew-holmes-6b91343b/ |
|
1.692 |
|
|
https://www.linkedin.com/company/coutts/ |
https://www.coutts.com/ |
Coutts is widely recognised as one of the leading private banks in the UK. Our progressive, long-term approach to wealth management is founded on experience gained through looking after clients and their money for over three centuries. We offer award-winning and innovative private banking solutions that enable our clients to engage with their wealth in the way that suits them. |
|
| Covenant Capital Pte Ltd |
Edwin |
Lee |
Chief Executive Officer |
65 6819 0860 |
WM |
edwinlee@covenant-capital.com |
enquiries@covenant-capital.com |
31 Club Street, #03-02 |
Singapore |
|
069468 |
Singapore |
Asia |
https://www.linkedin.com/in/edwin-lee-cfa-caia-5a253a/ |
Illiquid Alternatives (Private Equity, Venture Capital), Liquid Alternatives, Global Asset Allocation and Income Portfolio, Real Estate, Corporate and Personal Insurance Policies |
2.016 |
|
|
https://www.linkedin.com/company/covenant-capital/ |
http://www.covenant-capital.com/ |
Covenant Capital is a Singapore-based independent wealth manager. We hold the Capital Markets Services License issued by the Monetary Authority of Singapore. Our Firm operates on a fundamental bond between ourselves and the clients we serve. A bond built on professional and social ethics, expert knowledge and an unbiased stewardship towards holistic wealth accumulation and preservation. Covenant Capital exists with a single-minded purpose to serve only the interests of our clients. We believe that such a covenant of trust, between clients and partners, is the only sustainable basis of long term wealth preservation, accumulation and partnership. |
|
| Covenant Capital Pte Ltd |
Edward |
Lim |
Chief Investment Officer |
65 6819 0860 |
WM |
edwardlim@covenant-capital.com |
enquiries@covenant-capital.com |
31 Club Street, #03-02 |
Singapore |
|
069468 |
Singapore |
Asia |
https://www.linkedin.com/in/edward-lim-274a69141/ |
Illiquid Alternatives (Private Equity, Venture Capital), Liquid Alternatives, Global Asset Allocation and Income Portfolio, Real Estate, Corporate and Personal Insurance Policies |
2.016 |
|
|
https://www.linkedin.com/company/covenant-capital/ |
http://www.covenant-capital.com/ |
Covenant Capital is a Singapore-based independent wealth manager. We hold the Capital Markets Services License issued by the Monetary Authority of Singapore. Our Firm operates on a fundamental bond between ourselves and the clients we serve. A bond built on professional and social ethics, expert knowledge and an unbiased stewardship towards holistic wealth accumulation and preservation. Covenant Capital exists with a single-minded purpose to serve only the interests of our clients. We believe that such a covenant of trust, between clients and partners, is the only sustainable basis of long term wealth preservation, accumulation and partnership. |
|
| Covenant Capital Pte Ltd |
Shaun |
Patrick Fonseca |
Vice President |
65 6819 0860 |
WM |
|
enquiries@covenant-capital.com |
31 Club Street, #03-02 |
Singapore |
|
069468 |
Singapore |
Asia |
https://www.linkedin.com/in/shaunpatrickfonseca/ |
Illiquid Alternatives (Private Equity, Venture Capital), Liquid Alternatives, Global Asset Allocation and Income Portfolio, Real Estate, Corporate and Personal Insurance Policies |
2.016 |
|
|
https://www.linkedin.com/company/covenant-capital/ |
http://www.covenant-capital.com/ |
Covenant Capital is a Singapore-based independent wealth manager. We hold the Capital Markets Services License issued by the Monetary Authority of Singapore. Our Firm operates on a fundamental bond between ourselves and the clients we serve. A bond built on professional and social ethics, expert knowledge and an unbiased stewardship towards holistic wealth accumulation and preservation. Covenant Capital exists with a single-minded purpose to serve only the interests of our clients. We believe that such a covenant of trust, between clients and partners, is the only sustainable basis of long term wealth preservation, accumulation and partnership. |
|
| Covenant Capital Pte Ltd |
Josh |
Le |
Portfolio Manager |
65 6819 0860 |
WM |
|
enquiries@covenant-capital.com |
31 Club Street, #03-02 |
Singapore |
|
069468 |
Singapore |
Asia |
https://www.linkedin.com/in/josh-le-b0282324/ |
Illiquid Alternatives (Private Equity, Venture Capital), Liquid Alternatives, Global Asset Allocation and Income Portfolio, Real Estate, Corporate and Personal Insurance Policies |
2.016 |
|
|
https://www.linkedin.com/company/covenant-capital/ |
http://www.covenant-capital.com/ |
Covenant Capital is a Singapore-based independent wealth manager. We hold the Capital Markets Services License issued by the Monetary Authority of Singapore. Our Firm operates on a fundamental bond between ourselves and the clients we serve. A bond built on professional and social ethics, expert knowledge and an unbiased stewardship towards holistic wealth accumulation and preservation. Covenant Capital exists with a single-minded purpose to serve only the interests of our clients. We believe that such a covenant of trust, between clients and partners, is the only sustainable basis of long term wealth preservation, accumulation and partnership. |
|
| Covenant Wealth Strategies, LLC |
Ward |
Keever IV |
President and CEO |
(302) 234-5655 |
WM |
ward@covenantwealthstrategies.com |
contactus@covenantwealthstrategies.com |
15 Middleton Drive |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/wardkeever/ |
|
1.999 |
|
|
https://www.linkedin.com/company/covenant-wealth-strategies/ |
https://www.covenantwealthstrategies.com/ |
At Covenant Wealth Strategies, we’re passionate about building client relationships on a firm foundation of trust, experience, and exceptional service—a fact that becomes evident as soon as you walk through our doors. Founded in 1999, we are an independent advisory firm which strives to fulfill the significance of our name through our personal approach to wealth management and our specialized, comprehensive financial plans. Our team of knowledgeable wealth advisors and service professionals leverages expertise across multiple disciplines and partners with you to develop a clear, actionable plan that helps you pursue what matters most. |
|
| Covington Capital Management |
Richard |
Azarloza |
CEO |
(213) 629-7500 |
WM |
richard.azarloza@covcapmgt.com |
|
601 South Figueroa Street, Suite 2000 |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/richard-azarloza-cfa-cfp-8a97304/ |
|
2.004 |
|
|
https://www.linkedin.com/company/covington-capital-management/ |
http://www.covingtoncapitalmanagement.com/ |
Covington Capital Management is an investment advisor managing in excess of $2.5 billion* for families, individuals, foundations, endowments, and non-profits. We provide asset management and wealth management services to our clients in a highly personal and customized dynamic. |
|
| Cox Advisors, LLC |
Paul |
Cox |
Founder |
(480) 264-5170 |
WM |
info@coxadvisors.com |
info@coxadvisors.com |
1820 E. Ray Rd |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/paul-cox-nssa®-crpc-®-9b132677/ |
|
2.013 |
|
|
|
https://www.coxadvisors.com/ |
Cox Advisors serves Arizona’s East Valley and offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, IRA and 401(k) rollovers, trusts, charitable giving strategies and tax planning. |
|
| Coy Capital Management, Inc. |
Scott |
Coy |
President |
(724) 989-0582 |
WM |
scoy@coycapital.com |
info@coycapital.com |
2790 Mosside Blvd., Suite 540 |
Monroeville |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/scott-coy-23847929/ |
|
|
|
|
https://www.linkedin.com/company/coycapital/ |
http://www.coycapital.com/ |
As a privately-owned and fully independent firm, Coy Capital Management focuses their expertise on their clients’ best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent. As your fiduciary partner, we strive to connect you with unparalleled investment opportunities, strengthen your portfolio, and build lasting confidence in your financial future. |
|
| Coy Capital Management, Inc. |
Lisa |
Boyd |
Chief Operating Officer |
(412) 825-4040 |
WM |
lboyd@coycapital.com |
info@coycapital.com |
2790 Mosside Blvd., Suite 540 |
Monroeville |
PA |
15146 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/coycapital/ |
http://www.coycapital.com/ |
As a privately-owned and fully independent firm, Coy Capital Management focuses their expertise on their clients’ best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent. As your fiduciary partner, we strive to connect you with unparalleled investment opportunities, strengthen your portfolio, and build lasting confidence in your financial future. |
|
| Coy Capital Management, Inc. |
Michael |
Marra |
Executive Vice President & Investment Advisor |
(412) 825-4040 |
WM |
mmarra@coycapital.com |
info@coycapital.com |
2790 Mosside Blvd., Suite 540 |
Monroeville |
PA |
15146 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/coycapital/ |
http://www.coycapital.com/ |
As a privately-owned and fully independent firm, Coy Capital Management focuses their expertise on their clients’ best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent. As your fiduciary partner, we strive to connect you with unparalleled investment opportunities, strengthen your portfolio, and build lasting confidence in your financial future. |
|
| Coy Capital Management, Inc. |
Timothy |
Landis |
Executive Vice President & Investment Advisor |
(724) 882-6784 |
WM |
tlandis@coycapital.com |
info@coycapital.com |
2790 Mosside Blvd., Suite 540 |
Monroeville |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-landis-4549bb126/ |
|
|
|
|
https://www.linkedin.com/company/coycapital/ |
http://www.coycapital.com/ |
As a privately-owned and fully independent firm, Coy Capital Management focuses their expertise on their clients’ best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent. As your fiduciary partner, we strive to connect you with unparalleled investment opportunities, strengthen your portfolio, and build lasting confidence in your financial future. |
|
| Coy Capital Management, Inc. |
Jason |
Maxwell |
Chief Financial Officer |
(724) 681-2824 |
WM |
jmaxwell@coycapital.com |
info@coycapital.com |
2790 Mosside Blvd., Suite 540 |
Monroeville |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/jason-maxwell-cpa-71116938/ |
|
|
|
|
https://www.linkedin.com/company/coycapital/ |
http://www.coycapital.com/ |
As a privately-owned and fully independent firm, Coy Capital Management focuses their expertise on their clients’ best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent. As your fiduciary partner, we strive to connect you with unparalleled investment opportunities, strengthen your portfolio, and build lasting confidence in your financial future. |
|
| Coyle Asset Management |
Gary |
Klaben |
President |
(847) 441-5644 |
WM |
gklaben@coylefinancial.com |
coyle@coylefinancial.com |
2700 Patriot Blvd Suite 440 |
Glenview |
IL |
60026 |
United States of America |
North America |
https://www.linkedin.com/in/gary-klaben-9aa199/ |
|
1.972 |
|
|
https://www.linkedin.com/company/coyle-financial-counsel/ |
https://www.coylefinancial.com |
Coyle Financial Counsel, Inc. offers financial planning and investment advisory services. The company also provides financial counsel, asset management, and wealth and legacy planning. Coyle Financial Counsel, Inc. was founded in 1972 and is based in Glenview, Illinois. |
|
| Coyle Asset Management |
Kevin |
Koyle |
Owner |
(847) 441-5644 |
WM |
kcoyle@coylefinancial.com |
coyle@coylefinancial.com |
2700 Patriot Blvd Suite 440 |
Glenview |
IL |
60026 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-coyle-7894a625/ |
|
1.972 |
|
|
https://www.linkedin.com/company/coyle-financial-counsel/ |
https://www.coylefinancial.com |
Coyle Financial Counsel, Inc. offers financial planning and investment advisory services. The company also provides financial counsel, asset management, and wealth and legacy planning. Coyle Financial Counsel, Inc. was founded in 1972 and is based in Glenview, Illinois. |
|
| Coyle Asset Management |
Adam |
Blonsky |
Principal |
(847) 441-5644 |
WM |
ablonsky@coylefinancial.com |
coyle@coylefinancial.com |
2700 Patriot Blvd Suite 440 |
Glenview |
IL |
60026 |
United States of America |
North America |
https://www.linkedin.com/in/adamblonsky/ |
|
1.972 |
|
|
https://www.linkedin.com/company/coyle-financial-counsel/ |
https://www.coylefinancial.com |
Coyle Financial Counsel, Inc. offers financial planning and investment advisory services. The company also provides financial counsel, asset management, and wealth and legacy planning. Coyle Financial Counsel, Inc. was founded in 1972 and is based in Glenview, Illinois. |
|
| Coyle Asset Management |
Heather |
Coulter |
Principal, CoFounder |
(847) 441-5644 |
WM |
hcoulter@coylefinancial.com |
coyle@coylefinancial.com |
2700 Patriot Blvd Suite 440 |
Glenview |
IL |
60026 |
United States of America |
North America |
https://www.linkedin.com/in/heather-coulter-7903531a/ |
|
1.972 |
|
|
https://www.linkedin.com/company/coyle-financial-counsel/ |
https://www.coylefinancial.com |
Coyle Financial Counsel, Inc. offers financial planning and investment advisory services. The company also provides financial counsel, asset management, and wealth and legacy planning. Coyle Financial Counsel, Inc. was founded in 1972 and is based in Glenview, Illinois. |
|
| Coyle Asset Management |
John |
Dragstrem |
COO |
(800) 480-7913 |
WM |
jdragstrem@coylefinancial.com |
coyle@coylefinancial.com |
2700 Patriot Blvd Suite 440 |
Glenview |
IL |
60026 |
United States of America |
North America |
https://www.linkedin.com/in/john-dragstrem-cfp®-8369821/ |
|
1.972 |
|
|
https://www.linkedin.com/company/coyle-financial-counsel/ |
https://www.coylefinancial.com |
Coyle Financial Counsel, Inc. offers financial planning and investment advisory services. The company also provides financial counsel, asset management, and wealth and legacy planning. Coyle Financial Counsel, Inc. was founded in 1972 and is based in Glenview, Illinois. |
|
| Coyle Capital, LLC |
Brandon |
White |
President |
(512) 522-9043 |
WM |
brandon@coylecap.com |
|
12600 Hill Country Blvd., Suite R-275 |
Austin |
TX |
78738 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-white-cfa-6642296/ |
Fee Only Wealth Management, Tax-Efficiency, Asset Allocations Following Company Acquisitions, and Endowment-Style Investing |
2.014 |
$5M |
|
https://twitter.com/coylecapital |
http://www.coylecap.com/ |
Coyle Capital is an independent, registered investment advisor. Using practical portfolio management techniques, our asset allocations are designed to help facilitate tax and fee efficiencies for growing wealth while mitigating risk. Being a multi-family office group, our counsel is designed to meet current needs, as well as that of future generations. |
|
| Coyle Capital, LLC |
Dustin |
White |
Principal |
(512) 522-9043 |
WM |
dustin@coylecap.com |
|
12600 Hill Country Blvd., Suite R-275 |
Austin |
TX |
78738 |
United States of America |
North America |
https://www.linkedin.com/company-beta/6381755/ |
Fee Only Wealth Management, Tax-Efficiency, Asset Allocations Following Company Acquisitions, and Endowment-Style Investing |
2.014 |
$5M |
|
https://www.linkedin.com/company-beta/6381755/ |
http://www.coylecap.com/ |
Coyle Capital is an independent, registered investment advisor. Using practical portfolio management techniques, our asset allocations are designed to help facilitate tax and fee efficiencies for growing wealth while mitigating risk. Being a multi-family office group, our counsel is designed to meet current needs, as well as that of future generations. |
|
| Cozad Asset Management, Inc |
Gregory |
Cozad |
CEO, President |
(217) 356-8363 |
WM |
greg@cozadassetmgmt.com |
|
2501 Galen Drive |
Champaign |
IL |
61821 |
United States of America |
North America |
https://www.linkedin.com/in/greg-cozad-20a8b816/ |
|
1.972 |
|
|
https://www.linkedin.com/company/cozad-asset-management |
http://www.cozadassetmgmt.com/ |
Cozad is one of the largest investment advisors in downstate Illinois, managing around $1B for clients. When it comes to financial planning, our goal is to create holistic plans that considers every aspect of our client’s situation. From an asset management perspective, our team designs solutions to achieve each client’s financial goals, while aligning their investment preferences, risk tolerance, and overall financial picture. |
|
| CPK Wealth Management, LLC |
Chad |
Kunc |
Owner & Founder |
(239) 347-0589 |
WM |
chadk@cpkwealth.com |
|
12381 South Cleveland Avenue, Suite 102 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/chad-kunc-0688906/ |
|
2.018 |
$23.1M |
|
https://www.linkedin.com/company/cpk-wealth-management/ |
https://www.cpkwealth.com/ |
CPK Wealth Management offers clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity and transparency. CPK Wealth Management eliminates the restrictions and hurdles of larger firms allowing advisors to truly act as a fiduciary and do what is in the best interest of the client at all times. We offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity and transparency in every aspect of the process. CPK Wealth Management provides a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. It is our belief that if there is an equal or better approach with a lessor cost, it should be pursued for the benefit of the client. |
|
| CPS Investment Advisors |
James |
Luffman |
Partner |
(863) 688-1725 ext 103 |
WM |
jim@cpalliance.com |
info@cpsinvestmentadvisors.com |
205 East Orange Street |
Lakeland |
FL |
33803 |
United States of America |
North America |
|
|
1.975 |
$754,833,046 |
|
https://www.linkedin.com/company/cpsinvestmentadvisors/ |
http://www.cpalliance.com/ |
CPS Investment Advisors is a fee-only, independent financial advisory firm headquartered in Lakeland, Florida.
Founded by CPAs with a passion for planning, we bring clarity to complex financial situations through transparent, tax-efficient plans guided by your unique goals. As a fiduciary with access to all investment vehicles, including publicly traded stocks, our recommendations are always driven by your best interests. No commission biases. No limited family of funds. Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of us as your personal CFO—available whenever you need us as a partner and planner for your entire financial life. |
|
| CPS Investment Advisors |
Peter |
Golotko |
President |
(863) 688-1725 ext 115 |
WM |
peter@cpalliance.com |
info@cpsinvestmentadvisors.com |
205 East Orange Street |
Lakeland |
FL |
33803 |
United States of America |
North America |
https://www.linkedin.com/in/petergolotko/ |
|
1.975 |
$754,833,046 |
|
https://www.linkedin.com/company/cpsinvestmentadvisors/ |
http://www.cpalliance.com/ |
CPS Investment Advisors is a fee-only, independent financial advisory firm headquartered in Lakeland, Florida.
Founded by CPAs with a passion for planning, we bring clarity to complex financial situations through transparent, tax-efficient plans guided by your unique goals. As a fiduciary with access to all investment vehicles, including publicly traded stocks, our recommendations are always driven by your best interests. No commission biases. No limited family of funds. Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of us as your personal CFO—available whenever you need us as a partner and planner for your entire financial life. |
|
| CPS Investment Advisors |
Michael |
Riskin |
Partner |
(863) 688-1725 ext 116 |
WM |
mriskin@cpalliance.com |
info@cpsinvestmentadvisors.com |
205 East Orange Street |
Lakeland |
FL |
33803 |
United States of America |
North America |
https://www.linkedin.com/in/michael-riskin-cpa-pfs-cfp®-83b6bb13/ |
|
1.975 |
$754,833,046 |
|
https://www.linkedin.com/company/cpsinvestmentadvisors/ |
http://www.cpalliance.com/ |
CPS Investment Advisors is a fee-only, independent financial advisory firm headquartered in Lakeland, Florida.
Founded by CPAs with a passion for planning, we bring clarity to complex financial situations through transparent, tax-efficient plans guided by your unique goals. As a fiduciary with access to all investment vehicles, including publicly traded stocks, our recommendations are always driven by your best interests. No commission biases. No limited family of funds. Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of us as your personal CFO—available whenever you need us as a partner and planner for your entire financial life. |
|
| Cradlestone Wealth Services |
Mark |
Wiegenstein |
Registered Principal |
(480) 505-0233 |
WM |
mark@cradlestonewealth.com |
|
3654 N Power Rd., Suite 144 |
Mesa |
AZ |
85215-9793 |
United States of America |
North America |
https://www.linkedin.com/in/markwiegenstein/ |
|
|
|
|
|
https://www.raymondjames.com/mesaaz/ |
Cradlestone Wealth Services is not a registered broker/ dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Cradlestone Wealth Services |
John |
Wiegenstein |
Financial Advisor |
(480) 505-0233 |
WM |
john@cradlestonewealth.com |
|
3654 N Power Rd., Suite 144 |
Mesa |
AZ |
85215-9793 |
United States of America |
North America |
https://www.linkedin.com/in/johnwiegenstein/ |
|
|
|
|
|
https://www.raymondjames.com/mesaaz/ |
Cradlestone Wealth Services is not a registered broker/ dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Cradlestone Wealth Services |
Dan |
Kosisky |
Financial Advisor |
(480) 505-0233 |
WM |
dan@cradlestonewealth.com |
|
3654 N Power Rd., Suite 144 |
Mesa |
AZ |
85215-9793 |
United States of America |
North America |
|
|
|
|
|
|
https://www.raymondjames.com/mesaaz/ |
Cradlestone Wealth Services is not a registered broker/ dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Cradlestone Wealth Services |
Terri |
Olerud |
Registered Representative, Client Services Manager |
(480) 505-0233 |
WM |
terri@cradlestonewealth.com |
|
3654 N Power Rd., Suite 144 |
Mesa |
AZ |
85215-9793 |
United States of America |
North America |
https://www.linkedin.com/in/terri-olerud-4746a9169/ |
|
|
|
|
|
https://www.raymondjames.com/mesaaz/ |
Cradlestone Wealth Services is not a registered broker/ dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. |
|
| Crafted Wealth Management, LLC |
Gabriel |
Anderson |
Founder and Lead Financial Planner |
(414) 813-0770 |
WM |
gabe@craftedwealthmanagement.com |
gabe@craftedwealthmanagement.com |
Grand Blvd |
Venice |
CA |
90291 |
United States of America |
North America |
https://www.linkedin.com/in/gabrielandersoncfp/ |
|
2.015 |
|
|
|
https://craftedwealthmanagement.com/ |
Crafted Wealth evolved out of the burning desire to become masters of our craft. As craftsmen, we’re committed to the highest of standards. We act as fiduciaries for our clients and have a compensation model that bucks current industry trends. This best aligns us with our client's goals. |
|
| Cranbrook Wealth Management, LLC |
Casey |
Bear |
CEO |
(248) 362-0900 |
WM |
cb@cranbrookwealth.com |
|
36330 Woodward Avenue, Suite 200 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/casey-bear-22a7566/ |
|
|
$438,445,834 |
|
|
http://www.cranbrookwealth.com/ |
At Cranbrook Wealth Management, we essentially operate as your financial concierge; helping to manage your cash flow, design your estate plan, evaluate your insurance policies, manage your investment portfolio, construct your business succession plan, and strategize on the many financial and life decisions you encounter. Most importantly, we do this on a fiduciary basis. As a fiduciary, we are legally required to act in your best interest at all times. We strive to both simplify your life and construct a comprehensive plan that will effect the happiness, prosperity, and well-being of you and your family. Our strength lies in our deep client relationship, attention to detail, and independent business model. |
|
| Cranbrook Wealth Management, LLC |
Mark |
Fitzgerald |
Investment Adviser Representative |
(248) 362-0900 |
WM |
mf@cranbrookwealth.com |
|
36330 Woodward Avenue, Suite 200 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/mark-fitzgerald-12601814/ |
|
|
$438,445,834 |
|
|
http://www.cranbrookwealth.com/ |
At Cranbrook Wealth Management, we essentially operate as your financial concierge; helping to manage your cash flow, design your estate plan, evaluate your insurance policies, manage your investment portfolio, construct your business succession plan, and strategize on the many financial and life decisions you encounter. Most importantly, we do this on a fiduciary basis. As a fiduciary, we are legally required to act in your best interest at all times. We strive to both simplify your life and construct a comprehensive plan that will effect the happiness, prosperity, and well-being of you and your family. Our strength lies in our deep client relationship, attention to detail, and independent business model. |
|
| Cravens Brothers |
John |
Cravens |
Managing Director |
(214) 234-9503 |
WM |
jcravens@cravensbrothers.com |
|
7557 Rambler Road, Suite 710 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/john-cravens-660ba71a/ |
|
|
|
|
|
http://cravensbrothers.com/ |
At Cravens Brothers, we take a consultative approach to learn as much as possible about the families we serve. Only then can we develop innovative solutions for the issues they face. We believe understanding each client is the most important role we perform. Our purpose is to drive action by studying family dynamics, not just the numbers, so your plan and values are aligned. Together we will focus on your capital - human, intellectual and financial - to unify generations. |
|
| Crawford Financial Planning |
Gregory |
Crawford |
Principal |
(209) 571-0111 |
WM |
greg@crawfordfp.com |
|
3501 Coffee Rd., Suite E 6 |
Modesto |
CA |
95355 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-crawford-cfs-cas-69997019/ |
|
|
$50 million |
|
|
http://www.crawfordfp.com |
Crawford Financial Planning & Consulting is a fee-only Registered Investment Advisory firm providing clients with independent investment and financial planning advice. Clients include individuals, executives, small businesses and retirement plans. We have been helping clients manage their investments for more than thirty years. Over time the world has changed and so have investment solutions. What has not changed is the approach that helps clients be successful. We take several steps to help clients develop, implement and manage investment solutions that fit their needs and help them reach their goals. |
|
| Creative Financial Planning, Inc. |
Lisa |
Hayes |
Founder |
(845) 634-6050 |
WM |
lisa.hayes@creativeplanners.net |
|
101 South Broadway |
South Nyack |
NY |
10960 |
United States of America |
North America |
https://www.linkedin.com/in/lisahayescfp/ |
|
1.986 |
|
|
https://www.linkedin.com/company/creative-financial-planning-inc./ |
https://www.creativeplanners.net/ |
Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. With a combined experience of 35 years in the financial planning and wealth management industry, our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we’ve learned our clients’ story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they’re looking for. |
|
| Creative Planning Private Wealth Management |
Peter |
Mallouk |
Principal Financial Planner |
(913) 338-2727 |
WM |
mallouk@thinkingbeyond.com |
cpi@creativeplanning.com |
5454 W 110th Street |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/peter-mallouk/ |
|
1.983 |
$24.4B |
|
https://www.linkedin.com/company/creative-planning/ |
https://creativeplanning.com/ |
At Creative Planning, our methodology is what sets us apart from other wealth management firms. We believe your portfolio must not only consider your current financial situation and long-term goals but also the unique circumstances in your life. We work with individuals and institutions to design and manage customized financial portfolios that optimize the probability of success. And we’ve been doing that for more than 30 years. |
|
| Credent Wealth Management |
David |
Hefty |
CEO |
(214)696-2323 |
WM |
david.hefty@credentwealth.com |
|
2500 Dallas Parkway, Suite 495 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/hwpdavidhefty/ |
|
2.000 |
|
|
https://www.linkedin.com/company/credent-wealth-management/ |
https://www.credentwealth.com/ |
At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. |
|
| Credent Wealth Management |
John |
Knowlton |
Director for Corporate Development |
(214)696-2323 |
WM |
john.knowlton@credentwealth.com |
|
2500 Dallas Parkway, Suite 495 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/john-knowlton-516b828/ |
|
2.000 |
|
|
https://www.linkedin.com/company/credent-wealth-management/ |
https://www.credentwealth.com/ |
At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. |
|
| Credent Wealth Management |
Chris |
Lipper |
Managing Director |
(214)696-2323 |
WM |
chris.lipper@credentwealth.com |
|
2500 Dallas Parkway, Suite 495 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/chris-lipper-cfp®-cima®-chfc®-49461112/ |
|
2.000 |
|
|
https://www.linkedin.com/company/credent-wealth-management/ |
https://www.credentwealth.com/ |
At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. |
|
| Credent Wealth Management |
Edison |
Byzyka |
Chief Investment Officer |
(214)696-2323 |
WM |
edison.byzyka@credentwealth.com |
|
2500 Dallas Parkway, Suite 495 |
Plano |
TX |
75093 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/credent-wealth-management/ |
https://www.credentwealth.com/ |
At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. |
|
| Credo Group Holdings Limited |
Rupert |
Silver |
Director |
44 207 968-8300 |
WM |
rsilver@credogroup.com |
info@credogroup.com |
8-12 York Gate, 100 Marylebone Road |
London |
|
NW1 5DX |
United Kingdom |
Europe |
https://www.linkedin.com/in/rupert-silver-bb386b5b/ |
|
1.998 |
£1.1B |
|
https://www.linkedin.com/company/credo-group-uk/ |
http://www.credogroup.com/ |
Credo is a global independent wealth management business that has been in existence since 1998 and employs over 100 staff. The group has assets under custody in excess of £3.7bn (£1.1bn of which is under management), represented by over 6,500 client accounts. The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with both Private Clients and Financial Intermediary Clients. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than 20 years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients. |
|
| Credo Group Holdings Limited |
Jarrod |
Cahn |
Director |
44 207 968-8300 |
WM |
jcahn@credogroup.com |
info@credogroup.com |
8-12 York Gate, 100 Marylebone Road |
London |
|
NW1 5DX |
United Kingdom |
Europe |
https://www.linkedin.com/in/jarrod-cahn-50259835/ |
|
1.998 |
£1.1B |
|
https://www.linkedin.com/company/credo-group-uk/ |
http://www.credogroup.com/ |
Credo is a global independent wealth management business that has been in existence since 1998 and employs over 100 staff. The group has assets under custody in excess of £3.7bn (£1.1bn of which is under management), represented by over 6,500 client accounts. The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with both Private Clients and Financial Intermediary Clients. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than 20 years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients. |
|
| Crescendo Financial Planners, Inc. |
Elizabeth |
Buffardi |
President |
(312) 420-3654 |
WM |
elizabeth@crescendofinancialplanners.com |
|
110 Oak Brook Road |
Oak Brook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-buffardi-cfp-r-cpa-b342942/ |
|
|
|
|
|
http://crescendofinancialplanners.com/ |
Crescendo Financial Planners is a comprehensive, fee-only financial planning company. We look at all aspects of your financial life, including (but not limited to) taxes, insurance, investments, retirement, etc. We work with clients of all net worths. We are experts at explaining your financial life to number-phobic people. |
|
| Crescent Grove Advisors |
Gregg |
George |
Managing Director |
(414) 386-5340 |
WM |
ggeorge@crescentgroveadvisors.com |
blindsey@crescentgroveadvisors.com |
313 N Plankinton Avenue, Suite 216 |
Milwaukee |
WI |
53203 |
United States of America |
North America |
https://www.linkedin.com/in/gregg-george/ |
|
2.015 |
|
|
https://www.linkedin.com/company/crescent-grove-advisors/ |
https://crescentgroveadvisors.com/ |
At Crescent Grove Advisors, we provide sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations. Aligning our disciplined process and deep expertise with your unique needs and priorities, we offer informed advice and quality solutions that address your specific concerns and aspirations. |
|
| Crescent Grove Advisors |
David |
Keevins |
Managing Director |
(414) 386-5340 |
WM |
dkeevins@crescentgroveadvisors.com |
blindsey@crescentgroveadvisors.com |
313 N Plankinton Avenue, Suite 216 |
Milwaukee |
WI |
53203 |
United States of America |
North America |
https://www.linkedin.com/in/dave-keevins/ |
|
2.015 |
|
|
https://www.linkedin.com/company/crescent-grove-advisors/ |
https://crescentgroveadvisors.com/ |
At Crescent Grove Advisors, we provide sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations. Aligning our disciplined process and deep expertise with your unique needs and priorities, we offer informed advice and quality solutions that address your specific concerns and aspirations. |
|
| Crescent Grove Advisors |
Nick |
Kochanski |
Managing Director |
(414) 386-5340 |
WM |
nkochanski@crescentgroveadvisors.com |
blindsey@crescentgroveadvisors.com |
313 N Plankinton Avenue, Suite 216 |
Milwaukee |
WI |
53203 |
United States of America |
North America |
https://www.linkedin.com/in/nick-kochanski/ |
|
2.015 |
|
|
https://www.linkedin.com/company/crescent-grove-advisors/ |
https://crescentgroveadvisors.com/ |
At Crescent Grove Advisors, we provide sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations. Aligning our disciplined process and deep expertise with your unique needs and priorities, we offer informed advice and quality solutions that address your specific concerns and aspirations. |
|
| Cresset Capital Management, LLC |
Paul |
Pagnato |
Co-Chairman |
(703) 468-2700 |
WM |
ppagnato@pagnatokarp.com |
|
11951 Freedom Dr., Suite 1260 |
Reston |
VA |
20190 |
United States of America |
North America |
https://www.linkedin.com/in/paulpagnato/ |
|
2.017 |
$580M |
|
https://www.pagnatokarp.com/ |
https://cressetcapital.com/ |
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates’ suite of offerings, Cresset Asset Management, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management and family office services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. |
|
| Cresset Capital Management, LLC |
Eric |
Becker |
Founder & Chairman |
(847) 397-3000 |
WM |
ebecker@cressetcapital.com |
|
444 W Lake Street, Suite 4700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ebecker1/ |
|
2.017 |
$580M |
|
https://www.linkedin.com/company/cresset-capital/ |
https://cressetcapital.com/ |
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates’ suite of offerings, Cresset Asset Management, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management and family office services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. |
|
| Cresset Capital Management, LLC |
David |
Jackson |
COO |
(847) 397-3000 |
WM |
djackson@evanstonadvisors.com |
|
444 W Lake Street, Suite 4700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/dave-jackson-3593893/ |
|
2.017 |
$580M |
|
https://www.linkedin.com/company/cresset-capital/ |
https://cressetcapital.com/ |
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates’ suite of offerings, Cresset Asset Management, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management and family office services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. |
|
| Cresset Wealth Advisors LLC |
Jack |
Ablin |
Chief Investment Officer |
(o) 312-429-2395 (m) 312-399-6667 |
WM |
jablin@cressetwealth.com |
|
444 West Lake Street Suite 4700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jackablin/ |
|
2.017 |
|
|
https://www.linkedin.com/company/cresset-capital/ |
https://cressetwealth.com/ |
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates’ suite of offerings, Cresset Asset Management, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management and family office services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals |
|
| Cresset Wealth Advisors LLC |
Eric |
Becker |
CoFounder & CoChairman |
(312) 429-2400 |
WM |
ebecker@cressetwealth.com |
|
444 West Lake Street Suite 4700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ebecker1/ |
|
2.017 |
|
|
https://www.linkedin.com/company/cresset-capital/ |
https://cressetwealth.com/ |
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates’ suite of offerings, Cresset Asset Management, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management and family office services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals |
|
| Crest Wealth Management |
Tod |
Shoffler |
Vice President & Wealth Advisor |
(609) 522-6098 |
WM |
tod.shoffler@lpl.com |
|
3301 Pacific Avenue |
Wildwood |
NJ |
08260 |
United States of America |
North America |
|
|
|
|
|
|
http://www.crestwealthmgmt.com/ |
Crest Wealth Management is the Financial Planning and Investment division of Crest Savings Bank, a community bank that has been serving the needs of Cape May County residents since 1919. As an independent wealth management firm, Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management. Whether you are just starting out and trying to accumulate wealth or are retired and in need of a consistent stream of income, Crest Wealth Management will develop a financial and investment plan designed around your needs. |
|
| Crest Wealth Management |
Heather |
Cripps |
Assistant Vice President & Operations Manager |
(609) 522-6118 |
WM |
heather.cripps@lpl.com |
|
3301 Pacific Avenue |
Wildwood |
NJ |
08260 |
United States of America |
North America |
https://www.linkedin.com/in/heather-cripps-249b82181/ |
|
|
|
|
|
http://www.crestwealthmgmt.com/ |
Crest Wealth Management is the Financial Planning and Investment division of Crest Savings Bank, a community bank that has been serving the needs of Cape May County residents since 1919. As an independent wealth management firm, Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management. Whether you are just starting out and trying to accumulate wealth or are retired and in need of a consistent stream of income, Crest Wealth Management will develop a financial and investment plan designed around your needs. |
|
| Crest Wealth Management |
Karen |
Gassler |
Administrative Assistant |
(609) 522-5114 Ext. 4000 |
WM |
karen.gassler@lpl.com |
|
3301 Pacific Avenue |
Wildwood |
NJ |
08260 |
United States of America |
North America |
|
|
|
|
|
|
http://www.crestwealthmgmt.com/ |
Crest Wealth Management is the Financial Planning and Investment division of Crest Savings Bank, a community bank that has been serving the needs of Cape May County residents since 1919. As an independent wealth management firm, Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management. Whether you are just starting out and trying to accumulate wealth or are retired and in need of a consistent stream of income, Crest Wealth Management will develop a financial and investment plan designed around your needs. |
|
| Crestone Asset Management |
Abby |
Barlow |
PARTNER, DIRECTOR OF INVESTMENT RESEARCH |
303-442-4447 |
WM |
abarlow@crestonecapital.com |
info@crestonecap.com |
1048 Pearl Street, Suite 450 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/abby-barlow-cfa-6488705/ |
|
1.991 |
|
|
https://www.linkedin.com/company/crestone-capital-advisors/ |
http://www.crestonecapital.com/ |
Crestone Capital, LLC is an independent, multi-family office based in Colorado that serves successful, high-net-worth entrepreneurs and leading executives from around the world. With over 25 years of experience and over $2 billion in assets under management, we deliver a fully integrated approach to investment management and wealth advisory services. We create alignment through a fee-only model, acting as a fiduciary, and always putting clients' best interests first. |
|
| Crestone Capital Advisors LLC |
Norma |
Plache |
Manager of Family Wealth Planning |
303-442-4447 |
WM |
nplache@crestonecapital.com |
info@crestonecap.com |
1048 Pearl Street, Suite 450 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/norma-plache-b91098137/ |
|
1.991 |
$1.8B |
|
https://www.linkedin.com/company/crestone-capital-advisors/ |
http://www.crestonecapital.com/ |
Crestone Capital, LLC is an independent, multi-family office based in Colorado that serves successful, high-net-worth entrepreneurs and leading executives from around the world. With over 25 years of experience and over $2 billion in assets under management, we deliver a fully integrated approach to investment management and wealth advisory services. We create alignment through a fee-only model, acting as a fiduciary, and always putting clients' best interests first. |
|
| Crestone Wealth Management |
Alex |
Persley |
Partner |
61 7 3918 3600 |
WM |
info@crestone.com.au |
info@crestone.com.au |
Level 11, Waterfront PI 1 Eagle Street |
Brisbane |
QLD |
4000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/alexpersley/ |
|
|
$1.76 billion |
|
https://www.linkedin.com/company/crestone-wealth-management/ |
https://www.crestone.com.au/ |
Crestone was created from the acquisition of UBS Wealth Management Australia—a company with an 80-year heritage and more than AUD14 billion of client assets under management. |
|
| Crestwood Advisors Group, LLC |
Michael |
Eckton |
CEO & Managing Partner |
(617) 523-8880 |
WM |
meckton@crestwoodadvisors.com |
info@crestwoodadvisors.com |
One Liberty Square, Suite 500 |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/michael-eckton-13761b9/ |
|
2.003 |
$1.3B |
|
https://www.linkedin.com/company/crestwood-advisors-llc/ |
http://www.crestwoodadvisors.com/ |
Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement. |
|
| Crestwood Advisors Group, LLC |
Robert |
Ix |
Managing Partner |
(617) 523-8880 |
WM |
rix@crestwoodadvisors.com |
info@crestwoodadvisors.com |
One Liberty Square, Suite 500 |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/robert-ix-05802b4/ |
|
2.003 |
$1.3B |
|
https://www.linkedin.com/company/crestwood-advisors-llc/ |
http://www.crestwoodadvisors.com/ |
Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement. |
|
| Cross Family Office |
Cameron |
Cross |
VP, Investment Advisor |
(519) 675-4337 |
WM |
cameron.cross@td.com |
|
79 Wellington Street West 10th Floor |
Tortola |
ON |
M5K 1A1 |
Canada |
North America |
https://www.linkedin.com/in/cameron-cross-cim®-mba-msc-finance-bba-a5b99847/ |
|
|
|
|
|
https://advisors.td.com/crossfamilyoffice/ |
Cross Family Office is a wealth management team located in Toronto and London, established to help meet the wealth management needs of affluent investors. We offer a concierge high-touch service, tailored for VIP clients. |
|
| Cross Family Office |
Dominic |
de Carolis |
Client Service Associate |
(519) 663-8054 |
WM |
dominic.decarolis@td.com |
|
79 Wellington Street West 10th Floor |
Tortola |
ON |
M5K 1A1 |
Canada |
North America |
|
|
|
|
|
|
https://advisors.td.com/crossfamilyoffice/ |
Cross Family Office is a wealth management team located in Toronto and London, established to help meet the wealth management needs of affluent investors. We offer a concierge high-touch service, tailored for VIP clients. |
|
| Crossbridge Wealth Management & Benefits |
Travis |
Baldridge |
Senior Managing Partner / COO |
(423) 477-4311 |
WM |
travis@crossbridgewealth.com |
|
119 Boone Ridge Drive, Suite 403 |
Johnson City |
TN |
37615 |
United States of America |
North America |
|
|
|
|
|
|
http://www.crossbridgewealth.com/ |
CrossBridge, LLC in conjunction with Woodbury Financial Services is a full service, integrated financial services firm located in northeast Tennessee. We are a passionate and energetic group of experienced advisors and staff who love to work together for your financial well-being. |
|
| Crossinvest (Asia) Pte. Ltd. |
Rohit |
Bhuta |
Chief Executive Officer |
Mobile: 65 8876 2318 |
WM |
r.bhuta@crossinvest.com.sg |
relations@crossinvest.com.sg |
82 Telok Ayer Street, Far East Square #02-02 |
Singapore |
|
048467 |
Singapore |
Asia |
https://www.linkedin.com/in/rohit-bhuta/ |
Asset Management, Investment Advisory, Fund Management, Family Office Solutions and Services |
2.005 |
|
robhuta@gmail.com |
https://www.linkedin.com/company/crossinvest-asia-pte-ltd/ |
http://crossinvest.com.sg/ |
Crossinvest is an independent wealth management company offering bespoke and exclusive discretionary management, financial advisory and family office services to sophisticated individuals, entrepreneurial families and institutions. We have been empowering clients to achieve their wealth preservation, growth and investment and life-style objectives in Switzerland since 1985, and in Asia since 2005. As an award winning family-owned business, we are keenly aware of the importance of considering the generational impact of investment & wealth management decisions. Our value proposition and the working model enables us to work completely independently with, and for, our family of investor clients. |
|
| Crossinvest (Asia) Pte. Ltd. |
Jonathan |
Paul |
Managing Director |
65 6220 9339 |
WM |
j.paul@crossinvest.com.sg |
relations@crossinvest.com.sg |
82 Telok Ayer Street, Far East Square #02-02 |
Singapore |
|
048467 |
Singapore |
Asia |
https://www.linkedin.com/in/jonathan-paul-10b9b4/ |
Asset Management, Investment Advisory, Fund Management, Family Office Solutions and Services |
2.005 |
|
|
https://www.linkedin.com/company/crossinvest-asia-pte-ltd/ |
http://crossinvest.com.sg/ |
Crossinvest is an independent wealth management company offering bespoke and exclusive discretionary management, financial advisory and family office services to sophisticated individuals, entrepreneurial families and institutions. We have been empowering clients to achieve their wealth preservation, growth and investment and life-style objectives in Switzerland since 1985, and in Asia since 2005. As an award winning family-owned business, we are keenly aware of the importance of considering the generational impact of investment & wealth management decisions. Our value proposition and the working model enables us to work completely independently with, and for, our family of investor clients. |
|
| Crowley Wealth Management, Inc. |
Bob |
Crowley |
Principal |
(302) 994-4700 |
WM |
rac@crowleywealthmanagement.com |
|
3201-B Millcreek Road |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/bob-crowley-4b80189/ |
|
1.980 |
$159M |
|
https://www.linkedin.com/company/crowleywealthmanagement/ |
https://crowleywealthmanagement.com/ |
At Crowley Wealth Management, we take a comprehensive approach to wealth management. We build long term relationships with our clients in order to help them plan and achieve their financial goals. Unlike most other financial firms, Crowley Wealth Management goes above and beyond by delivering a package of services to clients that encompasses and coordinates all areas of personalized wealth management. We offer a truly unique and all-inclusive service. |
|
| Crowley Wealth Management, Inc. |
Fred |
Crowley |
Owner & Vice President |
(302) 994-4700 |
WM |
fred@crowleywealthmanagement.com |
|
3201-B Millcreek Road |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/fred-crowley-0895695/ |
|
1.980 |
$159M |
|
https://www.linkedin.com/company/crowleywealthmanagement/ |
https://crowleywealthmanagement.com/ |
At Crowley Wealth Management, we take a comprehensive approach to wealth management. We build long term relationships with our clients in order to help them plan and achieve their financial goals. Unlike most other financial firms, Crowley Wealth Management goes above and beyond by delivering a package of services to clients that encompasses and coordinates all areas of personalized wealth management. We offer a truly unique and all-inclusive service. |
|
| Crowley Wealth Management, Inc. |
Shannon |
Dalle Pazze |
Director of Operations |
(302) 994-4700 |
WM |
shannon@crowleywealthmanagement.com |
|
3201-B Millcreek Road |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-dalle-pazze-3028b1178/ |
|
1.980 |
$159M |
|
https://www.linkedin.com/company/crowleywealthmanagement/ |
https://crowleywealthmanagement.com/ |
At Crowley Wealth Management, we take a comprehensive approach to wealth management. We build long term relationships with our clients in order to help them plan and achieve their financial goals. Unlike most other financial firms, Crowley Wealth Management goes above and beyond by delivering a package of services to clients that encompasses and coordinates all areas of personalized wealth management. We offer a truly unique and all-inclusive service. |
|
| Crowley Wealth Management, Inc. |
James |
Crowley |
Financial Analyst |
Mobile: (302) 463-0744 |
WM |
james@crowleywealthmanagement.com |
|
3201-B Millcreek Road |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/jpcrowley/ |
|
1.980 |
$159M |
jpcrowley@rollins.edu |
https://www.linkedin.com/company/crowleywealthmanagement/ |
https://crowleywealthmanagement.com/ |
At Crowley Wealth Management, we take a comprehensive approach to wealth management. We build long term relationships with our clients in order to help them plan and achieve their financial goals. Unlike most other financial firms, Crowley Wealth Management goes above and beyond by delivering a package of services to clients that encompasses and coordinates all areas of personalized wealth management. We offer a truly unique and all-inclusive service. |
|
| Csb Wealth Management LLC |
Scott |
Berry |
Financial Advisor |
(972) 462-0915; (214) 507-1230 |
WM |
scott.berry@lpl.com |
|
207 S Denton Tap Road Suite 700 |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/cscottberry/ |
|
1.989 |
|
|
https://www.linkedin.com/company/lpl-financial/ |
http://www.csbwm.net/ |
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. |
|
| CTS Financial Group |
Todd |
Much |
Founder and President |
(312) 337-1040 |
WM |
todd@ctsfinancialgroup.com |
|
737 N. Michigan Avenue, Suite 2120 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/todd-much-cfp®-ea-348866104/ |
|
|
|
|
https://www.linkedin.com/company/cts-financial-group/ |
https://www.ctsfinancialgroup.com/ |
CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our doors. We are a Registered Investment Advisor (RIA) ready to sit down with you in person to develop a strategic approach that matches your tolerance for risk to your goals for long-term financial independence. |
|
| CTS Financial Group |
Chuck |
Marien |
EVP |
(312) 337-1040 |
WM |
chuck@ctsfinancialgroup.com |
|
737 N. Michigan Avenue, Suite 2120 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/chuckmarien/ |
|
|
|
|
https://www.linkedin.com/company/cts-financial-group/ |
https://www.ctsfinancialgroup.com/ |
CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our doors. We are a Registered Investment Advisor (RIA) ready to sit down with you in person to develop a strategic approach that matches your tolerance for risk to your goals for long-term financial independence. |
|
| Cumberland Advisors |
David |
Kotok |
Chairmand and Chief Investment Officer |
(800) 257-7013 |
WM |
david.kotok@Cumber.com |
Info@Cumber.com |
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/david-kotok-b2b00b7/ |
|
1.973 |
$2,323 million |
|
https://www.linkedin.com/company/cumberlandadv/ |
http://www.cumber.com/ |
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets. |
|
| Cumberland Advisors |
Phyllis |
Streit |
Managing Director, CFO |
(800) 257-7013 |
WM |
phyllis.streit@Cumber.com |
Info@Cumber.com |
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/phyllis-streit-80990b77/ |
|
1.973 |
$2,323 million |
|
https://www.linkedin.com/company/cumberlandadv/ |
http://www.cumber.com/ |
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets. |
|
| Cumberland Advisors |
Sharon |
Prizant |
Managing Director & Director of Marketing |
(800) 257-7013 |
WM |
sharon.prizant@Cumber.com |
Info@Cumber.com |
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/sharon-prizant-890b7038/ |
|
1.973 |
$2,323 million |
|
https://www.linkedin.com/company/cumberlandadv/ |
http://www.cumber.com/ |
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets. |
|
| Cumberland Advisors |
Matthew |
McAleer |
Managing Director & Portfolio Manager |
(800) 257-7013 |
WM |
matt.mcaleer@Cumber.com |
Info@Cumber.com |
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-mcaleer-9415b16/ |
|
1.973 |
$2,323 million |
|
https://www.linkedin.com/company/cumberlandadv/ |
http://www.cumber.com/ |
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets. |
|
| Cumberland Advisors |
Michael |
McNiven |
Managing Director & Portfolio Manager |
(800) 257-7013 x316 |
WM |
michael.mcniven@Cumber.com |
Info@Cumber.com |
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mcniven-ab9886110/ |
|
1.973 |
$2,323 million |
|
https://www.linkedin.com/company/cumberlandadv/ |
http://www.cumber.com/ |
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets. |
|
| Cumberland Private Wealth Management Inc. |
Peter |
Jackson |
Chief Investment Officer and Lead Manager, North American Equities |
(416) 929-1090 |
WM |
peterj@cpwm.ca |
contact@cpwm.ca |
99 Yorkville Avenue Suite 300 |
Toronto |
ON |
M5R 3K5 |
Canada |
North America |
https://www.linkedin.com/in/peter-jackson-200a1426/ |
|
1.997 |
$2 billion |
|
https://www.linkedin.com/company/cumberlandprivate/ |
http://cumberlandprivate.com/ |
Cumberland Private Wealth is a leading independent wealth management firm and a trusted fiduciary for families, individuals and foundations.
Since 1997, we have helped clients achieve their financial and lifestyle goals while enjoying exceptional, personalized service. |
|
| CWB Wealth Management Ltd |
David |
Schaffner |
President and CEO |
(780) 429-3500 |
WM |
david.schaffner@cwbwealth.com |
info@cwbwealth.com |
1250 - 10303 Jasper Avenue NW |
Edmonton |
AB |
T5J 3N6 |
Canada |
North America |
https://www.linkedin.com/in/david-schaffner-4b02a81a/ |
|
|
$1 billion |
|
https://www.linkedin.com/company/cwb-wealth-management/ |
http://www.cwbwealth.com/solutions/adroit-investment-method |
With an integrated wealth management approach, CWB Wealth Management delivers sophisticated financial plans that complement your investment portfolio. Our financial strategies are designed diligently to be woven into the fabric of our clients’ lives, a competitive advantage that many other organizations cannot match. Our dedicated team of experts believe that wealth management is more than “just investing” and develop integrated solutions that produce tangible results to ensure our clients’ complete peace of mind. With a team of 70 team members managing $2 billion in assets, CWB Wealth Management builds on the strength and support of CWB Financial Group and our subsidiaries CWB McLean & Partners and Canadian Western Financial, to deliver harmonized banking, comprehensive investment management and meticulous wealth planning strategies as unique as our clients’ needs. |
|
| CWB Wealth Management Ltd |
Linnea |
McKercher |
VP, Portfolio Manager |
(780) 429-3500 |
WM |
linnea.mckercher@cwbwealth.com |
info@cwbwealth.com |
1250 - 10303 Jasper Avenue NW |
Edmonton |
AB |
T5J 3N6 |
Canada |
North America |
https://www.linkedin.com/in/linnea-mckercher-84769849/ |
|
|
$1 billion |
|
https://www.linkedin.com/company/cwb-wealth-management/ |
http://www.cwbwealth.com/solutions/adroit-investment-method |
With an integrated wealth management approach, CWB Wealth Management delivers sophisticated financial plans that complement your investment portfolio. Our financial strategies are designed diligently to be woven into the fabric of our clients’ lives, a competitive advantage that many other organizations cannot match. Our dedicated team of experts believe that wealth management is more than “just investing” and develop integrated solutions that produce tangible results to ensure our clients’ complete peace of mind. With a team of 70 team members managing $2 billion in assets, CWB Wealth Management builds on the strength and support of CWB Financial Group and our subsidiaries CWB McLean & Partners and Canadian Western Financial, to deliver harmonized banking, comprehensive investment management and meticulous wealth planning strategies as unique as our clients’ needs. |
|
| CWB Wealth Management Ltd |
Joelle |
Ritter |
Vice President, Client Solutions |
(780) 429-3500 |
WM |
joelle.ritter@cwbwealth.com |
info@cwbwealth.com |
1250 - 10303 Jasper Avenue NW |
Edmonton |
AB |
T5J 3N6 |
Canada |
North America |
https://www.linkedin.com/in/joelle-ritter-1302885b/ |
|
|
$1 billion |
|
https://www.linkedin.com/company/cwb-wealth-management/ |
http://www.cwbwealth.com/solutions/adroit-investment-method |
With an integrated wealth management approach, CWB Wealth Management delivers sophisticated financial plans that complement your investment portfolio. Our financial strategies are designed diligently to be woven into the fabric of our clients’ lives, a competitive advantage that many other organizations cannot match. Our dedicated team of experts believe that wealth management is more than “just investing” and develop integrated solutions that produce tangible results to ensure our clients’ complete peace of mind. With a team of 70 team members managing $2 billion in assets, CWB Wealth Management builds on the strength and support of CWB Financial Group and our subsidiaries CWB McLean & Partners and Canadian Western Financial, to deliver harmonized banking, comprehensive investment management and meticulous wealth planning strategies as unique as our clients’ needs. |
|
| Cynthia L. Conger CPA, PA |
Cynthia |
L. Conger |
Owner |
(501) 374-1174 |
WM |
cindy@cindyconger.com |
|
2300 Andover Court, Suite 560 |
Little Rock |
AR |
72227 |
United States of America |
North America |
https://www.linkedin.com/in/cynthia-conger-8464901/ |
|
2.005 |
$60M |
|
|
http://www.cindyconger.com/ |
Conger Wealth Management is a fee-only wealth management firm offering financial planning, tax preparation and asset management located in Little Rock. Investment advisory and financial planning services offered through Advisory Alpha LLC DBA Conger Wealth Management, a SEC Registered Investment Advisor. Since beginning the firm in 2005, CWM President Cindy Conger, CPA/PFS, CFP®, has empowered individual clients to make financial choices with confidence. Clients choose the Conger Wealth Management team for the competence and the confidence they inspire. They stay with Conger Wealth Management because the CWM team members get to know the clients, their families, their businesses and their preferences. CWM services help clients financially, organizationally and emotionally. |
|
| Cypress Asset Management |
William |
Garwood |
President, Portfolio Manager |
(713) 512-2100 |
WM |
wlg@cypressasset.com |
|
4550 Post Oak Place Drive, Suite 317 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/will-garwood-9b710b11/ |
|
1.996 |
$500M |
|
https://www.linkedin.com/company/cypress-asset-management/ |
http://cypressasset.com/ |
Cypress Asset Management is a SEC registered, independently owned wealth management firm located in Houston, TX. Since inception in 1996, Cypress strives to generate above market returns for individuals, foundations, and endowments across a wide range of challenging global economic and market environments. Founding principals Will Garwood and Frank Lee have worked together as a team for more than 25 years managing equity portfolios focused on sustainable long term growth based on high quality companies, superior fundamentals, low turnover, and a diversified but strategically well positioned allocation across market sectors. |
|
| Cypress Asset Management |
Frank |
Lee |
COO, Portfolio Manager |
(713) 512-2100 |
WM |
flee@cypressasset.com |
|
4550 Post Oak Place Drive, Suite 317 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/frank-lee-8b36931a/ |
|
1.996 |
$500M |
|
https://www.linkedin.com/company/cypress-asset-management/ |
http://cypressasset.com/ |
Cypress Asset Management is a SEC registered, independently owned wealth management firm located in Houston, TX. Since inception in 1996, Cypress strives to generate above market returns for individuals, foundations, and endowments across a wide range of challenging global economic and market environments. Founding principals Will Garwood and Frank Lee have worked together as a team for more than 25 years managing equity portfolios focused on sustainable long term growth based on high quality companies, superior fundamentals, low turnover, and a diversified but strategically well positioned allocation across market sectors. |
|
| Cypress Asset Management |
Hector |
Flores |
VP of Operations |
(713) 512-2100 |
WM |
hflores@cypressasset.com |
|
4550 Post Oak Place Drive, Suite 317 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/hector-flores-08b18610/ |
|
1.996 |
$500M |
|
https://www.linkedin.com/company/cypress-asset-management/ |
http://cypressasset.com/ |
Cypress Asset Management is a SEC registered, independently owned wealth management firm located in Houston, TX. Since inception in 1996, Cypress strives to generate above market returns for individuals, foundations, and endowments across a wide range of challenging global economic and market environments. Founding principals Will Garwood and Frank Lee have worked together as a team for more than 25 years managing equity portfolios focused on sustainable long term growth based on high quality companies, superior fundamentals, low turnover, and a diversified but strategically well positioned allocation across market sectors. |
|
| Cypress Capital Management Ltd. |
Dean |
Alexander |
Portfolio Manager |
(604) 659-1866 |
WM |
dalexander@cypresscap.com |
info@cypresscap.com |
1055 West Georgia Street, Suite 1700 |
Vancouver |
BC |
V6E 3P3 |
Canada |
North America |
https://www.linkedin.com/in/dean-alexander-84097329/ |
|
1.998 |
$3B |
|
https://www.linkedin.com/company/cypress-capital-management-ltd/ |
https://cypresscap.com/ |
Private client and institutional wealth management services. Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions.
At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. |
|
| Cypress Capital Management Ltd. |
Tom |
Dean |
Founding Partner |
(604) 659-1888 |
WM |
tdean@cypresscap.com |
info@cypresscap.com |
1055 West Georgia Street, Suite 1700 |
Vancouver |
BC |
V6E 3P3 |
Canada |
North America |
|
|
1.998 |
$3B |
|
https://www.linkedin.com/company/cypress-capital-management-ltd/ |
https://cypresscap.com/ |
Private client and institutional wealth management services. Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions.
At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. |
|
| Cypress Capital Management Ltd. |
Catherine |
Urquhart |
Portfolio Manager |
(604) 659-1856 |
WM |
curquhart@cypresscap.com |
info@cypresscap.com |
1055 West Georgia Street, Suite 1700 |
Vancouver |
BC |
V6E 3P3 |
Canada |
North America |
https://www.linkedin.com/in/cathy-urquhart-bba-cfa-aa5a828/ |
|
1.998 |
$3B |
|
https://www.linkedin.com/company/cypress-capital-management-ltd/ |
https://cypresscap.com/ |
Private client and institutional wealth management services. Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions.
At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. |
|
| Cypress Capital Management Ltd. |
Michael |
Fricker |
Portfolio Manager |
(604) 659-1788 |
WM |
mfricker@cypresscap.com |
info@cypresscap.com |
1055 West Georgia Street, Suite 1700 |
Vancouver |
BC |
V6E 3P3 |
Canada |
North America |
https://www.linkedin.com/in/michael-fricker-54b804177/ |
|
1.998 |
$3B |
|
https://www.linkedin.com/company/cypress-capital-management-ltd/ |
https://cypresscap.com/ |
Private client and institutional wealth management services. Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions.
At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. |
|
| Cypress Capital Management Ltd. |
Brian |
Alexander |
Founding Partner |
(604) 659-1890 |
WM |
balexander@cypresscap.com |
info@cypresscap.com |
1055 West Georgia Street, Suite 1700 |
Vancouver |
BC |
V6E 3P3 |
Canada |
North America |
https://www.linkedin.com/in/brian-alexander-a2804719/ |
|
1.998 |
$3B |
|
https://www.linkedin.com/company/cypress-capital-management-ltd/ |
https://cypresscap.com/ |
Private client and institutional wealth management services. Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards providing the best investment solutions.
At Cypress we take our role as fiduciary managers seriously. Our clients place a high-level of trust in our judgment and investment skill and should expect the highest level of honesty and ethical behaviour in return. Stock markets are volatile and future returns are uncertain. Our fundamental view, however, is that we can add value for our clients by constructing the appropriate investment portfolio for their specific circumstances, and through continued client education on the principles of investing to help clients cope with volatility of the markets. |
|
| Cypress Point Wealth Management |
Jimmy |
Kull |
Principal |
(214) 736-8887 |
WM |
jkull@cypress-wealth.com |
|
3838 Oak Lawn Avenue, Suite 1150 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/jimmy-kull-cfa-1069748/ |
|
|
$561 million |
|
https://www.linkedin.com/company/cypress-point-wealth-management/ |
http://cypresspointwealth.com/ |
Cypress Point Wealth Management is a wealth management firm designed for one thing – empowering our clients to live lives of meaning. We take our role as your financial steward seriously. That is why our revenue comes only from our clients – not investment companies, not insurance companies, and not commissions. We ask ourselves, “What would we want if we were the client?” And we act accordingly. It’s that simple. |
|
| Cypress Point Wealth Management |
Brandon |
Ratzlaff |
Director, Wealth Management Services |
(214) 736-8887 |
WM |
bratzlaff@cypress-wealth.com |
|
3838 Oak Lawn Avenue, Suite 1150 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/bratzlaff/ |
|
|
$561 million |
|
https://www.linkedin.com/company/cypress-point-wealth-management/ |
http://cypresspointwealth.com/ |
Cypress Point Wealth Management is a wealth management firm designed for one thing – empowering our clients to live lives of meaning. We take our role as your financial steward seriously. That is why our revenue comes only from our clients – not investment companies, not insurance companies, and not commissions. We ask ourselves, “What would we want if we were the client?” And we act accordingly. It’s that simple. |
|
| Cypress Point Wealth Management |
Cole |
Evans |
Director |
(214) 736-8887 |
WM |
cevans@cypress-wealth.com |
|
3838 Oak Lawn Avenue, Suite 1150 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/cole-evans-4627844/ |
|
|
$561 million |
|
https://www.linkedin.com/company/cypress-point-wealth-management/ |
http://cypresspointwealth.com/ |
Cypress Point Wealth Management is a wealth management firm designed for one thing – empowering our clients to live lives of meaning. We take our role as your financial steward seriously. That is why our revenue comes only from our clients – not investment companies, not insurance companies, and not commissions. We ask ourselves, “What would we want if we were the client?” And we act accordingly. It’s that simple. |
|
| D. B. Root and Company |
Steve |
Kohler |
Managing Director |
(412) 227-2800 |
WM |
skohler@dbroot.com |
jlanducci@dbroot.com |
436 Seventh Avenue, Suite 2800 |
Pittsburgh |
PA |
15219-1818 |
United States of America |
North America |
https://www.linkedin.com/in/stevekohlerdbroot/ |
|
1.994 |
$330M |
|
https://www.linkedin.com/company/d.b.-root-&-company/ |
https://www.dbroot.com/ |
D. B. Root & Company, LLC, an independent Registered Investment Advisor (RIA) and Fiduciary provides Wealth Management services to high net worth individuals. In addition, company 401(k) and other qualified retirement plan advisement is offered through DBR Fiduciary Plan Solutions. Experienced advisors deliver Financial Planning and Investment Management to individuals, families and businesses. The firm’s exclusive LifePlan 20/20® Financial Planning process includes retirement planning, estate planning, insurance, tax advice, education planning and other planning services. The firm also employs a repeatable Investment Management process known as Strategic AIM™. |
|
| D. B. Root and Company |
Heather |
Ostrowski |
Chief Operating Officer |
(412) 227-2800 |
WM |
hostrowski@dbroot.com |
jlanducci@dbroot.com |
436 Seventh Avenue, Suite 2800 |
Pittsburgh |
PA |
15219-1818 |
United States of America |
North America |
https://www.linkedin.com/in/heather-ostrowski-52057277/ |
|
1.994 |
$330M |
|
https://www.linkedin.com/company/d.b.-root-&-company/ |
https://www.dbroot.com/ |
D. B. Root & Company, LLC, an independent Registered Investment Advisor (RIA) and Fiduciary provides Wealth Management services to high net worth individuals. In addition, company 401(k) and other qualified retirement plan advisement is offered through DBR Fiduciary Plan Solutions. Experienced advisors deliver Financial Planning and Investment Management to individuals, families and businesses. The firm’s exclusive LifePlan 20/20® Financial Planning process includes retirement planning, estate planning, insurance, tax advice, education planning and other planning services. The firm also employs a repeatable Investment Management process known as Strategic AIM™. |
|
| D. K. Brede Investment Management Company, Inc. |
Debra |
Brede |
Founder |
781-444-9367 |
WM |
dkb@bredeinvestment.com |
dkb@bredeinvestment.com |
1253 Highland Avenue |
Needham |
MA |
02492 |
United States of America |
North America |
|
|
|
|
|
|
http://www.bredeinvestment.com/ |
Each client deserves a unique financial plan. We offer a highly personalized approach to wealth management, based on an in-depth understanding of our clients. Through Commonwealth Financial Network®, we offer various securities and advisory services, including investment advising, financial planning, employee benefits planning, risk management, and investment services for high-net-worth individuals. |
|
| D. K. Brede Investment Management Company, Inc. |
Nathan |
Baldwin |
Director of Financial Planning |
781-444-9367 |
WM |
nbaldwin@bredeinvestment.com |
dkb@bredeinvestment.com |
1253 Highland Avenue |
Needham |
MA |
02492 |
United States of America |
North America |
https://www.linkedin.com/in/natebaldwin1/ |
|
|
|
|
|
http://www.bredeinvestment.com/ |
Each client deserves a unique financial plan. We offer a highly personalized approach to wealth management, based on an in-depth understanding of our clients. Through Commonwealth Financial Network®, we offer various securities and advisory services, including investment advising, financial planning, employee benefits planning, risk management, and investment services for high-net-worth individuals. |
|
| D.A. Davidson Companies |
James |
Kerr |
Chairman and CEO |
(213) 620-1850 |
WM |
jkerr@dadco.com |
jreitnouer@dadco.com |
One Wilshire Building 624 S. Grand Avenue 26th Floor |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/jim-kerr-5a725971/ |
|
1.935 |
$$12 billion |
|
https://www.linkedin.com/company/d-a--davidson-&-co-/ |
https://dadavidson.com/ |
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. |
|
| D.A. Davidson Companies |
Andrew |
Crowell |
Vice Chairman of Wealth Management |
(213) 620-1850 |
WM |
acrowell@dadco.com |
jreitnouer@dadco.com |
One Wilshire Building 624 S. Grand Avenue 26th Floor |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-e-crowell-9762a2102/ |
|
1.935 |
$$12 billion |
|
https://www.linkedin.com/company/d-a--davidson-&-co-/ |
https://dadavidson.com/ |
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. |
|
| D.A. Davidson Companies |
Timothy |
Austin |
SVP, COO |
(213) 620-1850 |
WM |
taustin@dadco.com |
jreitnouer@dadco.com |
One Wilshire Building 624 S. Grand Avenue 26th Floor |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/tim-austin-13987313/ |
|
1.935 |
$$12 billion |
|
https://www.linkedin.com/company/d-a--davidson-&-co-/ |
https://dadavidson.com/ |
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. |
|
| D.A. Davidson Companies |
Michael |
Purpura |
President, Wealth Management |
(213) 620-1850 |
WM |
mpurpura@dadco.com |
jreitnouer@dadco.com |
One Wilshire Building 624 S. Grand Avenue 26th Floor |
Los Angeles |
CA |
90017 |
United States of America |
North America |
|
|
1.935 |
$$12 billion |
|
https://www.linkedin.com/company/d-a--davidson-&-co-/ |
https://dadavidson.com/ |
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. |
|
| D’Angelis Wealth Management |
Louis |
D'Angelis |
Managing Director |
(201) 839-0370 |
WM |
louis.dangelis@lpl.com |
|
461 From Rd., Mack Cali VI, 3rd Floor |
Paramus |
NJ |
07652 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/in/d-angelis-wealth-management-a9948b6a/ |
http://www.dangeliswealthmanagement.com/ |
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today. |
|
| D’Angelis Wealth Management |
Vincent |
D'Angelis |
Senior Director |
(201) 839-0370 |
WM |
vincent.dangelis@lpl.com |
|
461 From Rd., Mack Cali VI, 3rd Floor |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/vincent-d-angelis-crpc-9216355a/ |
|
|
|
|
https://www.linkedin.com/in/d-angelis-wealth-management-a9948b6a/ |
http://www.dangeliswealthmanagement.com/ |
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today. |
|
| D’Angelis Wealth Management |
Richard |
Dragotta |
Compliance Manager |
(201) 839-0370 |
WM |
richard.dragotta@lpl.com |
|
461 From Rd., Mack Cali VI, 3rd Floor |
Paramus |
NJ |
07652 |
United States of America |
North America |
https://www.linkedin.com/in/richard-dragotta-chfc-crpc-9b1671/ |
|
|
|
|
https://www.linkedin.com/in/d-angelis-wealth-management-a9948b6a/ |
http://www.dangeliswealthmanagement.com/ |
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today. |
|
| D’Angelis Wealth Management |
Nancy |
Fischer |
Branch Operations Manager |
(201) 839-0370 |
WM |
nancy.fischer@lpl.com |
|
461 From Rd., Mack Cali VI, 3rd Floor |
Paramus |
NJ |
07652 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/in/d-angelis-wealth-management-a9948b6a/ |
http://www.dangeliswealthmanagement.com/ |
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today. |
|
| Dakota Coast Capital, LLC |
Aaron |
Olson |
Founder |
(484) 324-4244 |
WM |
aaron@dakotacoastcapital.com |
|
5 Great Valley Parkway, Suite 210 |
Malvern |
PA |
19355 |
United States of America |
North America |
https://www.linkedin.com/in/aaron-olson-cfa-cfp/ |
|
2.019 |
|
|
https://www.linkedin.com/company/dakotacoastcapital/ |
https://www.dakotacoastcapital.com/ |
Dakota Coast Capital is a boutique, fee-only registered investment advisor based in Malvern, PA. We provide financial planning, investment advisory, and wealth management services primarily to families in Chester County and across the greater Philadelphia area. |
|
| Dakota Wealth Management |
Peter |
Raimondi |
CEO & Founder |
(561) 514-0975 |
WM |
praimondi@dakotawm.com |
|
333 Sunset Avenue, Suite 209 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/peter-raimondi-9232a07/ |
|
2.018 |
|
|
https://www.linkedin.com/company/dakota-wealth-management/ |
https://www.dakotawm.com/ |
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. |
|
| Dakota Wealth Management |
Michael |
Reed |
COO & Managing Partner |
(561) 514-0975 |
WM |
mreed@dakotawm.com |
|
333 Sunset Avenue, Suite 209 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/michael-reed-5a37035/ |
|
2.018 |
|
|
https://www.linkedin.com/company/dakota-wealth-management/ |
https://www.dakotawm.com/ |
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. |
|
| Dakota Wealth Management |
John |
DeSimone |
CFO & Managing Partner |
(561) 514-0975 |
WM |
jdesimone@dakotawm.com |
|
333 Sunset Avenue, Suite 209 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/john-desimone-762aa210/ |
|
2.018 |
|
|
https://www.linkedin.com/company/dakota-wealth-management/ |
https://www.dakotawm.com/ |
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. |
|
| Dakota Wealth Management |
Carina |
Diamond |
Chief Experience Officer / Managing Partner |
(561) 514-0975 |
WM |
cdiamond@dakotawm.com |
|
333 Sunset Avenue, Suite 209 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/carinadiamond/ |
|
2.018 |
|
|
https://www.linkedin.com/company/dakota-wealth-management/ |
https://www.dakotawm.com/ |
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. |
|
| Daly Investment Management |
John |
Daly |
john@dalyinvestment.com |
(224) 347-2623 |
WM |
john@dalyinvestment.com |
|
930 E. Northwest Hwy, |
Mount Prospect |
IL |
60056 |
United States of America |
North America |
https://www.linkedin.com/in/johndalychicago/ |
|
2.009 |
$30 million |
|
https://www.linkedin.com/company/daly-investment-management-llc |
https://www.dalyinvestment.com/ |
Daly Investment Management, LLC is a registered investment advisor that specializes in financial planning and portfolio management services. The firm was founded with the goal of assisting our clients in every aspect of their financial lives. As an independent fee only firm, we are able to offer our clients custom financial planning and investment management advice to best fit their individual needs. Please feel free to contact us with any questions. |
|
| Dane Holdings, Inc. |
Justine |
Craft |
Marketing Director |
(623) 825-3713 |
WM |
jcraft@daneholdings.com |
info@daneholdings.com |
13529 West Camino Del Sol |
Sun City West |
AZ |
85375 |
United States of America |
North America |
https://www.linkedin.com/in/juscraft/ |
|
|
|
|
|
http://www.daneholdings.com/ |
Dane Holdings offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When they are truly confident in their financial stability, we have done our job. |
|
| Dane Holdings, Inc. |
Melissa |
Meyer |
Owner |
(623) 825-3713 |
WM |
melissa@daneholdings.com |
info@daneholdings.com |
13529 West Camino Del Sol |
Sun City West |
AZ |
85375 |
United States of America |
North America |
https://www.linkedin.com/in/melissameyerscw/ |
|
|
|
|
|
http://www.daneholdings.com/ |
Dane Holdings offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When they are truly confident in their financial stability, we have done our job. |
|
| Daniels + Tansey, LLP |
Susan |
Benson |
Partner |
(302) 442-6210 |
WM |
sbenson@danielstansey.com |
|
1013 Centre Road, Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
|
|
2.001 |
|
|
https://www.linkedin.com/company/daniels---tansey |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Daniels + Tansey, LLP |
Christopher |
Daniels |
Partner |
(302) 442-6205 |
WM |
cdaniels@danielstansey.com |
|
1013 Centre Road, Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/kit-daniels-b25a0610/ |
|
2.001 |
|
|
https://www.linkedin.com/company/daniels---tansey |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Daniels + Tansey, LLP |
DeVon |
Daniels |
Partner |
(302) 442-6207 |
WM |
ddaniels@danielstansey.com |
|
1013 Centre Road, Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/devon-w-daniels-31287810 |
|
2.001 |
|
|
https://www.linkedin.com/company/daniels---tansey |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Daniels + Tansey, LLP |
Adele |
McIntosh |
Partner |
(302) 442-6201 |
WM |
amcintosh@danielstansey.com |
|
1013 Centre Road, Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/adele-mcintosh-82274910/ |
|
2.001 |
|
|
https://www.linkedin.com/company/daniels---tansey |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Darrow Wealth Management |
Tom |
McFarland |
Founder and President |
(978) 369-5144 |
WM |
tom@darrowwealthmanagement.com |
|
801 Main Street |
Concord |
MA |
01742 |
United States of America |
North America |
https://www.linkedin.com/in/tomcfarland/ |
|
1.987 |
$1.4 billion |
|
https://www.linkedin.com/company/darrow-wealth-management/ |
https://darrowwealthmanagement.com/ |
Darrow Wealth Management is an independent, fee-only wealth management firm with offices in Boston, MA and Concord, MA. As a fee-only wealth management firm, we do not receive commissions or sell any investment products. We are only compensated by our clients. This reinforces our promise to align your interests with ours. |
|
| Darrow Wealth Management |
Michelle |
Wells |
Wealth Advisor |
(978) 369-5144 |
WM |
michelle@darrowwealthmanagement.com |
|
801 Main Street |
Concord |
MA |
01742 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-wells-cfa-6b76699/ |
|
1.987 |
$1.4 billion |
|
https://www.linkedin.com/company/darrow-wealth-management/ |
https://darrowwealthmanagement.com/ |
Darrow Wealth Management is an independent, fee-only wealth management firm with offices in Boston, MA and Concord, MA. As a fee-only wealth management firm, we do not receive commissions or sell any investment products. We are only compensated by our clients. This reinforces our promise to align your interests with ours. |
|
| Darrow Wealth Management |
Caroline |
Coderre |
Wealth Advisor |
(978) 369-5144 |
WM |
caroline@darrowwealthmanagement.com |
|
801 Main Street |
Concord |
MA |
01742 |
United States of America |
North America |
https://www.linkedin.com/in/caroline-coderre-cfp®-cdfa™-094b8a8/ |
|
1.987 |
$1.4 billion |
|
https://www.linkedin.com/company/darrow-wealth-management/ |
https://darrowwealthmanagement.com/ |
Darrow Wealth Management is an independent, fee-only wealth management firm with offices in Boston, MA and Concord, MA. As a fee-only wealth management firm, we do not receive commissions or sell any investment products. We are only compensated by our clients. This reinforces our promise to align your interests with ours. |
|
| Darrow Wealth Management |
Kristin |
McFarland |
Wealth Advisor |
(978) 369-5144 |
WM |
kristin@darrowwealthmanagement.com |
|
801 Main Street |
Concord |
MA |
01742 |
United States of America |
North America |
https://www.linkedin.com/in/kristinmcfarland/ |
|
1.987 |
$1.4 billion |
|
https://www.linkedin.com/company/darrow-wealth-management/ |
https://darrowwealthmanagement.com/ |
Darrow Wealth Management is an independent, fee-only wealth management firm with offices in Boston, MA and Concord, MA. As a fee-only wealth management firm, we do not receive commissions or sell any investment products. We are only compensated by our clients. This reinforces our promise to align your interests with ours. |
|
| Das Family Office Private Limited |
Mario |
Becker |
Founder & CEO |
65 6635 7326 |
WM |
solomon@dfo.sg |
solomon@dfo.sg |
101B Telok Ayer Street, #03-02A |
Singapore |
|
068574 |
Singapore |
Asia |
https://www.linkedin.com/in/mario-becker-0a842914/ |
|
2.017 |
|
|
|
https://www.dfo.sg/ |
Das Family Office Private Limited is a Singapore registered independent asset management company with global investment expertise. We are an investment boutique that provides wealthy individuals with bespoke, performance-oriented investment solutions that benefit from truly independent investment perspectives, extensive global market access and consolidated wealth reviews; leveraging our partnerships with a strong panel of global banks and external specialists. The global private wealth management industry is undergoing transformational changes that offer new opportunities for both clients and investment professionals. |
|
| DAS Wealth Management Group of Wells Fargo Advisors |
Douglas |
Solorzano |
Financial Advisor |
(310) 552-5612 |
WM |
douglas.solorzano@wfadvisors.com |
douglas.solorzano@wellsfargoadvisors.com |
1999 Avenue of the Stars, Suite 2200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/douglassolorzano/ |
|
|
|
|
|
https://home.wellsfargoadvisors.com/das-wealth-management |
Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs. |
|
| Dash Investments |
Jonathan |
Dash |
Founder, CEO & Chief Investment Officer |
(800) 549-3227 |
WM |
info@dashinvestments.com |
info@dashinvestments.com |
21600 Oxnard Street Ste. 1755 |
Woodland Hills |
CA |
91367 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-dash-03124018/ |
|
|
|
|
https://www.linkedin.com/company/dash-investments/about/ |
https://www.dashinvestments.com/ |
Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else. |
|
| Dason Global Wealth Management |
Rob |
Holman |
Managing Partner |
(480) 874-8590 |
WM |
rob@retirewithglobal.com |
|
1839 E. Queen Creek Road, Suite 1 |
Chandler |
AZ |
85286 |
United States of America |
North America |
https://www.linkedin.com/in/robert-holman-324b8a1/ |
|
2.006 |
$100M |
|
|
https://www.retirewithglobal.com/ |
Dason Global Wealth Management’s mission is to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. |
|
| Dason Global Wealth Management |
Trey |
Holman |
Investment Adviser Representative |
(480) 874-8590 |
WM |
trey@retirewithglobal.com |
|
1839 E. Queen Creek Road, Suite 1 |
Chandler |
AZ |
85286 |
United States of America |
North America |
https://www.linkedin.com/in/trey-holman-426a72109/ |
|
2.006 |
$100M |
|
|
https://www.retirewithglobal.com/ |
Dason Global Wealth Management’s mission is to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. |
|
| David Vaughan Investments, LLC |
Brian |
Christensen |
Senior Vice President & Chief Investment Officer |
(309) 685-0033 |
WM |
bchristensen@dviinc.com |
dvi@dviinc.com |
5823 N. Forest Park Drive |
Peoria |
IL |
61614-3500 |
United States of America |
North America |
https://www.linkedin.com/in/brian-christensen-94b4165/ |
|
1.977 |
$2.2B |
|
https://www.linkedin.com/company/david-vaughan-investments/ |
https://www.dviinc.com/ |
DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors. |
|
| David Vaughan Investments, LLC |
Todd |
Sheridan |
Vice President of Portfolio & Management and Research |
(309) 685-0033 |
WM |
tsheridan@dviinc.com |
dvi@dviinc.com |
5823 N. Forest Park Drive |
Peoria |
IL |
61614-3500 |
United States of America |
North America |
|
|
1.977 |
$2.2B |
|
https://www.linkedin.com/company/david-vaughan-investments/ |
https://www.dviinc.com/ |
DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors. |
|
| Davies Wealth Management Strategies LLC |
Wayne |
Davies |
Owner & Principal |
(508) 478-2600 |
WM |
wayne@davieswealthms.com |
websiteinquiry@davieswealthms.com |
288 Main Street |
Milford |
MA |
01757-2521 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-r-davies-58a1813b/ |
Wealth Management, Retirement Planning, Estate Planning, Tax Planning |
1.997 |
|
|
https://www.linkedin.com/company/davies-wealth-management-strategies-llc/ |
http://www.davieswealthms.com/ |
Davies Wealth Management Strategies is committed to helping you pursue your long-term financial success. The customized professional investment management programs that are the foundation of the Wealth Management process are designed to be within your tolerance for risk and market volatility. The asset allocation* techniques of the Modern Portfolio Theory, developed by two Nobel Prize-winning economists, are the cornerstone of the investment strategy. Through this approach, we strive to deliver an unprecedented level of personalized service. |
|
| Davis Private Wealth, LLC |
Joshua |
Davis |
Financial Planner & Owner |
(561) 284-8999 |
WM |
josh@davisprivatewealth.com |
|
1035 State Road 7, Suite 315-14 |
Wellington |
FL |
33414 |
United States of America |
North America |
https://www.linkedin.com/in/joshsdavis/ |
Tax Planning, Company Retirement Plans, College Planning, Budgeting, Cash Flow Analysis, Investment Management, Fee only planning (No commissions), Free Consultation |
2.017 |
|
|
https://www.linkedin.com/company/davis-private-wealth-llc/ |
http://www.davisprivatewealth.com/ |
Davis Private Wealth is a family-owned wealth management firm based in Wellington, Florida. We work with financially responsible families and individuals helping them build the future they envision. We offer all services needed for comprehensive wealth management, put our clients needs ahead of our own, and are entirely independent offering full transparency. In this way, our clients know that the financial road maps we design for them are truly created to simplify their financial lives and help them achieve their goals. |
|
| Davis Rea Ltd. Investment Counsel |
Zachary |
Curry |
President & Portfolio Manager |
(416) 324-2210 |
WM |
zc@davisrea.com |
info@davisrea.com |
79 Wellington St West Suite 3535 PO Box 239 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
https://www.linkedin.com/in/zachary-curry-2bb71920/ |
|
1.997 |
$0.6 billion |
|
https://www.linkedin.com/company/davis-rea/ |
http://www.davisrea.com/ |
Davis Rea Ltd. Investment Management was founded in 1997 with the merger of D.A.C. Davis Investment Counsel, Inc. and Lewis-Rea Ltd.; leaders in the Canadian Wealth Management industry for over twenty years.
We’re proud of our history of providing wise investment counsel and superior client service. We’re a nimble and disciplined investment team, supported by original research and an international perspective, with risk management at the centre of everything we do. |
|
| Davis Rea Ltd. Investment Counsel |
John |
O'Connell |
CEO & Portfolio Manager |
(416) 324-2222 |
WM |
joc@davisrea.com |
info@davisrea.com |
79 Wellington St West Suite 3535 PO Box 239 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
https://www.linkedin.com/in/john-o-connell-cfa-b312a921/ |
|
1.997 |
$0.6 billion |
|
https://www.linkedin.com/company/davis-rea/ |
http://www.davisrea.com/ |
Davis Rea Ltd. Investment Management was founded in 1997 with the merger of D.A.C. Davis Investment Counsel, Inc. and Lewis-Rea Ltd.; leaders in the Canadian Wealth Management industry for over twenty years.
We’re proud of our history of providing wise investment counsel and superior client service. We’re a nimble and disciplined investment team, supported by original research and an international perspective, with risk management at the centre of everything we do. |
|
| Davis Wealth Advisors |
Melinda |
Davis |
Founder |
(603) 836-3477 |
WM |
melinda@daviswealthadvisors.net |
|
264 South River Road, Suite 514 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/melinda-davis-b411508/ |
|
2.017 |
|
|
https://www.linkedin.com/company/davis-wealth-advisors/ |
http://www.daviswealthadvisors.net/ |
Davis Wealth Advisors is a fee-only financial planning and wealth management firm. Our advisors provide a holistic view of your financial life and help you make decisions that will allow you to live your life to the fullest. Life doesn’t always happen as planned. Unexpected things happen, markets change, and adjustments are needed along the way. We believe having a plan and a guide to provide education and advice along the way is invaluable. |
|
| Davis Wealth Management, Inc. |
Brian |
Davis |
Owner |
(954) 225-9752 |
WM |
brian@daviswealthmanagement.com |
|
215 SE 8th Ave., Suite 2000 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/daviswealthmanagement/ |
|
|
|
|
|
http://www.daviswm.com/ |
Over the past 17 years, Davis Wealth Management has developed a brand focused around holistic financial planning and excellent client service. We provide independent, unbiased financial advice based on thorough analysis and a clear understanding of your financial objectives. Through our step-by-step process we aim to find the best financial plan for our clients. We strive to develop one-on-one relationships with our clients in order to handle their wealth in a way that truly fits their unique needs. Our comprehensive strategic wealth management tactics are what has proven to make our clients satisfied time and time again.
At Davis Wealth Management we focus on making decisions best suitable for your financial needs. Our objective is to enhance your quality of life by identifying, prioritizing, and accomplishing your financial goals. We act as your advocate in all areas of the wealth management process including helping you identify your family’s wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the progress towards them. |
|
| Davos Financial Advisors |
David |
Osio |
President & CEO |
(305) 577-8999 |
WM |
David.osio@davosfinancial.com |
|
2665 South Bayshore Dr., Suite 810 |
Miami |
FL |
33133 |
United States of America |
North America |
https://www.linkedin.com/in/david-osio-a3ba047/ |
|
1.993 |
|
|
|
http://davosusa.com/ |
Davos Financial Advisors provides wealth management services to individuals, families, and institutions. As a privately held investment advisory firm, we offer independent and unbiased financial guidance. We work on a fee-only basis; therefore, we are objective in our analysis and recommendations. By providing both financial planning and investment advice, we understand the client's entire financial situation. |
|
| DCO CAPITAL MANAGEMENT |
David |
Oosterbaan |
Founder and Portfolio Manager |
(312) 932-8011 |
WM |
doosterbaan@dcocap.com |
info@dcocap.com |
One Financial Place 440 S. LaSalle, Suite 1822 |
Chicago |
IL |
60605 |
United States of America |
North America |
https://www.linkedin.com/in/david-oosterbaan-55b7b83/ |
|
|
|
|
https://www.linkedin.com/company/dco-capital-management/ |
http://www.dcocapitalmanagement.com/ |
DCO Capital Management is a privately owned, investment management firm based in Chicago, IL. DCO is a registered investment advisor that provides investment management services to individuals, trusts, estates, foundations, endowments and pension plans through a separately managed account platform. DCO is dedicated to generating attractive long-term investment returns for our clients with a deep expertise in value style investing based on fundamental research. |
|
| Deans Knight Capital Management Ltd. |
Patrick |
Wilson |
Partner |
(604) 669-0212 |
WM |
pwilson@deansknight.com |
info@deansknight.com |
999 West Hastings Street, Suite 1500 |
Vancouver |
BC |
V6C 2W2 |
Canada |
North America |
https://www.linkedin.com/in/patrick-wilson-cfa-mba-4373257/ |
|
1.992 |
$900M |
|
|
http://www.deansknight.com/ |
At Deans Knight we provide a unique approach to wealth management through our specialized investment focus and the highest standard of client care. We seek clients who understand our investment philosophy and who share our values, as we build a relationship that goes beyond managing money. |
|
| Deans Knight Capital Management Ltd. |
Steve |
Conway |
Chief Executive Officer |
(604) 367-7850 |
WM |
sconway@deansknight.com |
info@deansknight.com |
999 West Hastings Street, Suite 1500 |
Vancouver |
BC |
V6C 2W2 |
Canada |
North America |
https://www.linkedin.com/in/steve-conway-33b38518a/ |
|
1.992 |
$900M |
|
|
http://www.deansknight.com/ |
At Deans Knight we provide a unique approach to wealth management through our specialized investment focus and the highest standard of client care. We seek clients who understand our investment philosophy and who share our values, as we build a relationship that goes beyond managing money. |
|
| Deans Knight Capital Management Ltd. |
Wayne |
Deans |
Founder, Portfolio Manager |
(778) 737-5356 |
WM |
swyndels@deansknight.com |
info@deansknight.com |
999 West Hastings Street, Suite 1500 |
Vancouver |
BC |
V6C 2W2 |
Canada |
North America |
|
|
1.992 |
$900M |
|
|
http://www.deansknight.com/ |
At Deans Knight we provide a unique approach to wealth management through our specialized investment focus and the highest standard of client care. We seek clients who understand our investment philosophy and who share our values, as we build a relationship that goes beyond managing money. |
|
| Deans Knight Capital Management Ltd. |
Dillon |
Cameron |
Portfolio Manager |
(604) 374-0796 |
WM |
dcameron@deansknight.com |
info@deansknight.com |
999 West Hastings Street, Suite 1500 |
Vancouver |
BC |
V6C 2W2 |
Canada |
North America |
https://www.linkedin.com/in/dillon-cameron-18a4452a/ |
|
1.992 |
$900M |
|
|
http://www.deansknight.com/ |
At Deans Knight we provide a unique approach to wealth management through our specialized investment focus and the highest standard of client care. We seek clients who understand our investment philosophy and who share our values, as we build a relationship that goes beyond managing money. |
|
| Deans Knight Capital Management Ltd. |
Kelsey |
Dunwoodie |
Partner |
(604) 727-6935 |
WM |
kdunwoodie@deansknight.com |
info@deansknight.com |
999 West Hastings Street, Suite 1500 |
Vancouver |
BC |
V6C 2W2 |
Canada |
North America |
https://www.linkedin.com/in/kelsey-dunwoodie-ca-cim-8a178929/ |
|
1.992 |
$900M |
|
|
http://www.deansknight.com/ |
At Deans Knight we provide a unique approach to wealth management through our specialized investment focus and the highest standard of client care. We seek clients who understand our investment philosophy and who share our values, as we build a relationship that goes beyond managing money. |
|
| Dearborn Partners |
George Paul |
Jameson |
Founder and Founding Managing Director |
(312) 795-1000 |
WM |
gjameson@dearbornpartners.com |
kwolford@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/george-jameson-7a9a1b26/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Wayne |
Copeland Stevens |
Founder, Founding Managing Director, Chief Investment Officer, and Portfolio Manager |
(312) 795-1000 |
WM |
wstevens@dearbornpartners.com |
kwolford@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-stevens-060451b9/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Calvin Jon |
Pedersen |
Managing Director |
(312) 795-1000 |
WM |
cpedersen@dearbornpartners.com |
kwolford@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/cal-pedersen-cfa-9b3b65b2/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Carol |
Lippman |
Managing Director |
(312) 795-1000 |
WM |
CLippman@dearbornpartners.com |
jcelentani@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/carol-milius-lippman-cfa-266bab39/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Michael |
Andelman |
Managing Director |
(312) 795-1000 |
WM |
MAndelman@dearbornpartners.com |
jcelentani@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-andelman-b0a0971b/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Richard |
Seitz |
Managing Director |
(312) 795-1000 |
WM |
RSeitz@dearbornpartners.com |
jcelentani@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/rick-seitz-b7a03840/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Peter |
Deakos |
Director |
(312) 795-1000 |
WM |
PDeakos@dearbornpartners.com |
jcelentani@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/peterdeakos/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
Brian |
Payne |
Director |
(312) 795-1000 |
WM |
BPayne@dearbornpartners.com |
jcelentani@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brian-a-payne-cfp®-a7357431/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| Dearborn Partners |
James |
Lathrop |
Director |
(314) 308-6822 |
WM |
JLathrop@dearbornpartners.com |
jcelentani@dearbornpartners.com |
200 West Madison Street Suite 1950 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jim-lathrop-aif-57bb634/ |
|
1.997 |
$3B |
|
https://www.linkedin.com/company/dearborn-partners/ |
http://www.dearbornpartners.com/ |
Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois. The firm was founded in 1997 to serve high net worth investors, institutional investors and investment advisors. Please call (312) 795-1000 for information on our products and services, including the Dearborn Partners Rising Dividend portfolios. |
|
| DecisionPoint Financial |
Scott |
Johnson |
President & CEO |
(480) 553-6249 |
WM |
scott@dpplanners.com |
info@dpplanners.com |
2812 N. Norwalk, Suite 116 |
Mesa |
AZ |
85215 |
United States of America |
North America |
https://www.linkedin.com/in/scott-johnson-cfp®-cpfa-aif®-262a358/ |
|
2.018 |
|
|
https://www.linkedin.com/company/decisionpoint-financial-llc/ |
https://decisionpointfinancial.com/ |
DecisionPoint Financial, LLC is a Fee-only financial planning & fiduciary investment management firm dedicated to assisting clients with growing, managing, and protecting their wealth. |
|
| Degreen Capital Management LLC |
Keith |
DeGreen |
Founder, CEO & Portfolio Manager |
(480) 609-9900 |
WM |
keith@degreen.com |
|
4800 North Scottsdale Road, Suite 1800 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/keithdegreen/ |
ETFs |
|
|
|
|
https://www.degreen.com/ |
DCM is Arizona’s premiere independent, fee-only, fiduciary investment advisor. Your best interest always comes first here. No exceptions. No excuses. No hidden agendas. Hundreds of affluent individuals and families trust DCM - real people who deserve the highest level of professionalism. |
|
| Degreen Capital Management LLC |
Sam |
DeGreen |
Investment Adviser Representative |
(480) 609-9900 |
WM |
sam@degreen.com |
|
4800 North Scottsdale Road, Suite 1800 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
ETFs |
|
|
|
|
https://www.degreen.com/ |
DCM is Arizona’s premiere independent, fee-only, fiduciary investment advisor. Your best interest always comes first here. No exceptions. No excuses. No hidden agendas. Hundreds of affluent individuals and families trust DCM - real people who deserve the highest level of professionalism. |
|
| Degreen Capital Management LLC |
Donald |
Ebey |
VP of Operations |
(480) 609-9901 |
WM |
debey@degreen.com |
|
4800 North Scottsdale Road, Suite 1800 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
ETFs |
|
|
|
|
https://www.degreen.com/ |
DCM is Arizona’s premiere independent, fee-only, fiduciary investment advisor. Your best interest always comes first here. No exceptions. No excuses. No hidden agendas. Hundreds of affluent individuals and families trust DCM - real people who deserve the highest level of professionalism. |
|
| Degreen Capital Management LLC |
Deborah |
Wilson |
Director of Client Services |
(480) 609-9901 |
WM |
DWilson@degreen.com |
|
4800 North Scottsdale Road, Suite 1800 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
ETFs |
|
|
|
|
https://www.degreen.com/ |
DCM is Arizona’s premiere independent, fee-only, fiduciary investment advisor. Your best interest always comes first here. No exceptions. No excuses. No hidden agendas. Hundreds of affluent individuals and families trust DCM - real people who deserve the highest level of professionalism. |
|
| Dekker Financial Services, LLC |
Meredith |
Dekker |
President & Senior Advisor |
(480) 897-1067 |
WM |
meredith.dekker@dekkerfinancial.com |
meredith.dekker@dekkerfinancial.com |
2705 S Alma School Road, Suite 2 |
Chandler |
AZ |
85286 |
United States of America |
North America |
https://www.linkedin.com/in/meredith-dekker-chfc®-cdfa®-adfa™-59a572b/ |
|
2.002 |
|
|
https://www.linkedin.com/company/dekker-financial-services-llc/ |
https://www.dekkerfinancial.com/ |
At Dekker Financial Services we offer several tiers of services; from stand-alone products to comprehensive personal and business financial planning and guidance. Whether you are looking for assistance with your 401K account or you are ready to chart a path to your financial future, Dekker Financial is ready to provide you with the expertise and experience you can depend on. |
|
| Delaney Capital Management Ltd. |
Kiki |
Delaney |
President |
(416) 361-0688 |
WM |
kdelaney@delaneycapital.com |
|
TD Bank Tower, 4410—66 Wellington Street West |
Toronto |
ON |
M5K 1H1 |
Canada |
North America |
https://www.linkedin.com/in/nancy-mackellar-6755142/ |
|
|
$2 billion |
|
|
http://www.delaneycapital.com/ |
Delaney Capital Management is a boutique investment firm serving high net worth individuals and families, institutions, and foundations. For 25 years, we have focused on a long term, low turnover investment strategy in North American equities and bonds. We strive to deliver consistent outperformance and personalized, attentive service. |
|
| Delaney Capital Management Ltd. |
Nancy |
MacKellar |
EVP |
(416) 361-0688 |
WM |
nmackellar@delaneycapital.com |
|
TD Bank Tower, 4410—66 Wellington Street West |
Toronto |
ON |
M5K 1H1 |
Canada |
North America |
|
|
|
$2 billion |
|
|
http://www.delaneycapital.com/ |
Delaney Capital Management is a boutique investment firm serving high net worth individuals and families, institutions, and foundations. For 25 years, we have focused on a long term, low turnover investment strategy in North American equities and bonds. We strive to deliver consistent outperformance and personalized, attentive service. |
|
| Delegate Advisors, LLC |
Morgan |
Tarr |
Vice President |
(919) 932-8400 |
WM |
morgan@delegateadvisors.com |
carolyn@delegateadvisors.com |
801 Montgomery Street, Suite 200 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/morgan-rissel-tarr-a185243/ |
Technology & Financial Services |
2.010 |
$862M |
|
https://www.linkedin.com/company/delegate-advisors |
http://delegateadvisors.com/ |
Delegate Advisors is a multi family office in San Francisco. They provide clients with an alternative to the cost and complexity of setting up their own single family office (SFO). We also work with SFOs that rely on us to provide investment advice and infrastructure (operations, administration, accounting, wealth planning, reporting) beyond what their own staff is able to deliver.In addition we help evaluate and establish virtual family offices. |
1335 Environ Way
Chapel Hill, NC 27517
Phone: (919)932-8400 |
| Delegate Advisors, LLC |
Robert |
Borden |
Managing Partner, CIO, CFO |
(919) 932-8400 |
WM |
bob@delegateadvisors.com |
info@delegateadvisors.com |
801 Montgomery Street, Suite 200 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/robert-borden-aa594268/ |
Technology & Financial Services |
2.010 |
$862M |
|
https://www.linkedin.com/company/delegate-advisors |
http://delegateadvisors.com/ |
Delegate Advisors is a multi family office in San Francisco. They provide clients with an alternative to the cost and complexity of setting up their own single family office (SFO). We also work with SFOs that rely on us to provide investment advice and infrastructure (operations, administration, accounting, wealth planning, reporting) beyond what their own staff is able to deliver.In addition we help evaluate and establish virtual family offices. |
1335 Environ Way
Chapel Hill, NC 27517
Phone: (919)932-8400 |
| Deramus Wealth Management |
Lawrence |
DeRamus |
President/CEO |
(972) 235-9090 |
WM |
lderamus@deramuswealth.com |
|
1400 Preston Road Ste 400 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/larryderamus/ |
|
|
|
|
|
http://www.deramuswealth.com/ |
DeRamus Wealth Management is an independent firm with securities offered through Summit Brokerage Services., Inc., Member FINRA/SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Adviser. Advisory services offered separately through DeRamus Wealth Management, LLC., a Registered Investment Advisor. Summit is under separate ownership from any other named entity. |
|
| DeRose Financial Planning Group |
Karen |
DeRose |
President and Managing Partner |
(773) 867-3631 |
WM |
Karen.DeRose@LFG.com |
anthony.derose@lfg.com |
c/o Lincoln Financial Advisors 8755 W Higgins Suite 200 |
Chicago |
IL |
60631 |
United States of America |
North America |
https://www.linkedin.com/in/karenderose/ |
|
1.996 |
|
|
https://www.linkedin.com/company/derose-financial-planning-group/ |
http://www.derosefpg.com/ |
DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping individuals, families, & business owners meet their financial goals and achieve their true financial potential. |
|
| Deroy & Devereaux |
Mary |
Cesulski |
Director of Operations & Trading |
(248)358-3220 |
WM |
mcesulski@deroydevereaux.com |
|
2000 Town Center Suite 2850 |
Southfield |
MI |
48075 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/deroy-&-devereaux-private-investment-counsel-inc-/about/ |
https://www.deroydevereaux.com/ |
DeRoy & Devereaux is a Michigan based value investment manager founded in 2002. We are 100% employee-owned, ensuring that our interests are aligned with those of our clients.
D&D is staffed with a team of portfolio managers who share a common value approach to investing. While small in size, our team is deep in experience with over 200 years combined investment experience at work for our clients. Finally, our size and structure create fewer organizational barriers to distract us from providing a high level of service and delivering strong investment results for our clients. |
|
| Destination Wealth Management |
Craig |
Gentry |
President- Institutional Division, Chief Investment Strategist |
(800) 947-3864 |
WM |
craig@destinationwm.com |
info@destinationwm.com |
1255 Treat Blvd Suite 900 |
Walnut Creek |
CA |
94597 |
United States of America |
North America |
|
|
1.986 |
$1.85 billion |
|
https://www.linkedin.com/company/destinationwealth-management/ |
https://www.destinationwm.com/ |
Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. |
|
| Destination Wealth Management |
Mark |
McMechen |
SVP & Senior Investment Analst |
(800) 947-3864 |
WM |
|
info@destinationwm.com |
1255 Treat Blvd Suite 900 |
Walnut Creek |
CA |
94597 |
United States of America |
North America |
https://www.linkedin.com/in/mark-mcmechen-b0260618/ |
|
1.986 |
$1.85 billion |
|
https://www.linkedin.com/company/destinationwealth-management/ |
https://www.destinationwm.com/ |
Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. |
|
| Destination Wealth Management |
Michael |
Yoshikami |
CEO & Chairman Investment Committee |
(925) 935-2900 |
WM |
michael@destinationwm.com |
info@destinationwm.com |
1255 Treat Blvd., Suite 900 |
Walnut Creek |
CA |
94597 |
United States of America |
North America |
https://www.linkedin.com/in/michaelyoshikami/ |
|
1.986 |
$1.8B |
|
https://www.linkedin.com/company/destinationwealth-management/ |
https://www.destinationwm.com/ |
Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. |
|
| Destination Wealth Management |
George |
Chin |
President & Chief Operating Officer |
(925) 935-2900 |
WM |
george@destinationwm.com |
info@destinationwm.com |
1255 Treat Blvd., Suite 900 |
Walnut Creek |
CA |
94597 |
United States of America |
North America |
https://www.linkedin.com/in/george-chin-76187a5/ |
|
1.986 |
$1.8B |
|
https://www.linkedin.com/company/destinationwealth-management/ |
https://www.destinationwm.com/ |
Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. |
|
| Detroit Family Office |
Richard |
Wilson |
Acquisition Director |
(305) 515-8053 |
WM |
Richard@TheMiamiFamilyOffice.com |
DealFlow@detroitfamilyoffice.com |
320 Crandon Blvd. #223C |
Key Biscane |
FL |
33149 |
United States of America |
North America |
|
Self-Storage, Multifamily, Consumer Products, Direct to Consumer, and Internet-based Subscription and Recurring Revenue Investment Opportunities |
|
|
|
|
http://detroitfamilyoffice.com/ |
The Detroit Family Office is based in the United States with offices in Detroit and Miami. We are focused exclusively on majority controlled direct investments in U.S. based operating businesses. Our family office currently has the liquidity to make additional investments in addition to our existing portfolio. To learn more, please see our acquisition criteria and existing portfolio pages. |
|
| Detroit Family Office |
Theodore |
O'Brien |
Managing Director |
(305) 515-8053 |
WM |
Theodore@TheMiamiFamilyOffice.com |
DealFlow@detroitfamilyoffice.com |
320 Crandon Blvd. #223C |
Key Biscane |
FL |
33149 |
United States of America |
North America |
|
Self-Storage, Multifamily, Consumer Products, Direct to Consumer, and Internet-based Subscription and Recurring Revenue Investment Opportunities |
|
|
|
|
http://detroitfamilyoffice.com/ |
The Detroit Family Office is based in the United States with offices in Detroit and Miami. We are focused exclusively on majority controlled direct investments in U.S. based operating businesses. Our family office currently has the liquidity to make additional investments in addition to our existing portfolio. To learn more, please see our acquisition criteria and existing portfolio pages. |
|
| Detterbeck Wealth Management |
Brett |
Detterbeck |
President / Investment Adviser |
(847) 934-6262 |
WM |
brett@dwmgmt.com |
grant@dwmgmt.com |
110 N. Brockway, Suite 330 |
Palatine |
IL |
60067 |
United States of America |
North America |
https://www.linkedin.com/in/brett-detterbeck-cfa-cfp®-aif®-b77a3a9/ |
Wealth Management, Financial Planning, Investments, Alternatives, Portfolio Management, Investment Advisory, Investment Management |
2.000 |
|
|
https://www.linkedin.com/company/detterbeck-wealth-management/ |
https://dwmgmt.com/ |
DWM is a financial advisor / wealth management firm with locations in the Palatine, IL (Northwest Chicagoland) and Charleston, SC areas.We are committed to protecting and enhancing your net worth and legacy in an engaged environment with our dedicated, caring team. Detterbeck Wealth Management will show you how we can take your current portfolio, which may not be performing up to your level of satisfaction, and turn it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies and vehicles. |
|
| Detterbeck Wealth Management |
Jake |
Rickord |
Account Associate |
(847) 934-6262 |
WM |
jake@dwmgmt.com |
grant@dwmgmt.com |
110 N. Brockway, Suite 330 |
Palatine |
IL |
60067 |
United States of America |
North America |
https://www.linkedin.com/in/jake-rickord-1a5881a4/ |
Wealth Management, Financial Planning, Investments, Alternatives, Portfolio Management, Investment Advisory, Investment Management |
2.000 |
|
|
https://www.linkedin.com/company/detterbeck-wealth-management/ |
https://dwmgmt.com/ |
DWM is a financial advisor / wealth management firm with locations in the Palatine, IL (Northwest Chicagoland) and Charleston, SC areas.We are committed to protecting and enhancing your net worth and legacy in an engaged environment with our dedicated, caring team. Detterbeck Wealth Management will show you how we can take your current portfolio, which may not be performing up to your level of satisfaction, and turn it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies and vehicles. |
|
| Detterbeck Wealth Management |
Lester |
Detterbeck |
Chrm of Brd./Client Relationships |
(843) 577-2463 |
WM |
les@dwmgmt.com |
grant@dwmgmt.com |
104 Church Street |
Charleston |
SC |
29401 |
United States of America |
North America |
https://www.linkedin.com/in/lester-g-detterbeck-cfp-cfa-cpa-07646314/ |
Wealth Management, Financial Planning, Investments, Alternatives, Portfolio Management, Investment Advisory, Investment Management |
2.000 |
|
|
https://www.linkedin.com/company/detterbeck-wealth-management/ |
https://dwmgmt.com/ |
DWM is a financial advisor / wealth management firm with locations in the Palatine, IL (Northwest Chicagoland) and Charleston, SC areas.We are committed to protecting and enhancing your net worth and legacy in an engaged environment with our dedicated, caring team. Detterbeck Wealth Management will show you how we can take your current portfolio, which may not be performing up to your level of satisfaction, and turn it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies and vehicles. |
|
| Deutsche Bank Wealth Management |
Pascal |
Landrove |
Managing Director |
(305) 577-6600 |
WM |
pascal.landrove@db.com |
|
600 Brickell Avenue Suite 2050 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/pascal-landrove-b32b297/ |
|
|
|
|
https://www.linkedin.com/company/deutsche-bank/ |
https://deutschewealth.com/ |
Pascal Landrove holds the position of Senior Relationship Manager - Miami Head - Market Head Mexico at Deutsche Bank Wealth Management. |
|
| Deutsche Bank Wealth Management |
Jitesh |
Ramchandani |
Director, Investment Advisor, Private Wealth Management |
65 6423 6450 |
WM |
jitesh.ramchandani@db.com |
|
17/F One Raffles Quay South Tower |
Singapore |
|
048583 |
Singapore |
Asia |
https://www.linkedin.com/in/jitesh-ramchandani-04188619/ |
|
1.870 |
|
|
https://www.linkedin.com/company/deutsche-bank/ |
https://deutschewealth.com/ |
Deutsche Bank Wealth Management is the unit of Deutsche Bank that provides tailored financial solutions to high net worth individuals according to an integrated approach to asset management and comprehensive, bespoke tax and succession planning.
An integral part of the Private Wealth & Commercial Clients division that is essential to best meeting the needs of individual clients, it boasts rapidly growing assets under management, operating from seven offices located throughout Italy, in pursuit of the goal of developing asset management services adapted to each individual, in a way that also reflects their professional activity.
The range of products offered includes traditional professional advisory services, direct management of the client portfolio through structured products and specific, high value-added ancillary services, such as art advisory. |
|
| Deutsche Bank Wealth Management |
David |
Weis |
Head Strategy Wealth Management Emerging Markets |
Mobile: 65 9751 0425 |
WM |
david.weis@db.com |
|
17/F One Raffles Quay South Tower |
Singapore |
|
048583 |
Singapore |
Asia |
https://www.linkedin.com/in/david-weis-492208109/ |
|
1.870 |
|
|
https://www.linkedin.com/company/deutsche-bank/ |
https://deutschewealth.com/ |
Deutsche Bank Wealth Management is the unit of Deutsche Bank that provides tailored financial solutions to high net worth individuals according to an integrated approach to asset management and comprehensive, bespoke tax and succession planning.
An integral part of the Private Wealth & Commercial Clients division that is essential to best meeting the needs of individual clients, it boasts rapidly growing assets under management, operating from seven offices located throughout Italy, in pursuit of the goal of developing asset management services adapted to each individual, in a way that also reflects their professional activity.
The range of products offered includes traditional professional advisory services, direct management of the client portfolio through structured products and specific, high value-added ancillary services, such as art advisory. |
|
| Deutsche Bank Wealth Management |
Sudhir |
Nemali |
COO -Wealth Management - Emerging Markets |
65 6423 6450 |
WM |
sudhir.nemali@db.com |
|
17/F One Raffles Quay South Tower |
Singapore |
|
048583 |
Singapore |
Asia |
https://www.linkedin.com/in/sudhir-nemali-9837b711/ |
|
1.870 |
|
|
https://www.linkedin.com/company/deutsche-bank/ |
https://deutschewealth.com/ |
Deutsche Bank Wealth Management is the unit of Deutsche Bank that provides tailored financial solutions to high net worth individuals according to an integrated approach to asset management and comprehensive, bespoke tax and succession planning.
An integral part of the Private Wealth & Commercial Clients division that is essential to best meeting the needs of individual clients, it boasts rapidly growing assets under management, operating from seven offices located throughout Italy, in pursuit of the goal of developing asset management services adapted to each individual, in a way that also reflects their professional activity.
The range of products offered includes traditional professional advisory services, direct management of the client portfolio through structured products and specific, high value-added ancillary services, such as art advisory. |
|
| Dew Wealth Management, LLC |
Jim |
Dew |
Chief Executive Officer |
(480) 614-9119 |
WM |
jim@dewwealth.com |
|
8888 E. Raintree Dr., Suite 120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/jim-dew-0ab03a5/ |
|
1.999 |
|
|
https://www.linkedin.com/company/dew-wealth-management/ |
https://www.dewwealth.com/ |
Dew Wealth Management serves entrepreneurial individuals and families seeking the professional advice of a wealth manager. |
|
| Dew Wealth Management, LLC |
Mimi |
Dew |
Owner - Vice President |
(480) 614-9119 |
WM |
mimi@dewwealth.com |
|
8888 E. Raintree Dr., Suite 120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/mimi-dew-7570775/ |
|
1.999 |
|
|
https://www.linkedin.com/company/dew-wealth-management/ |
https://www.dewwealth.com/ |
Dew Wealth Management serves entrepreneurial individuals and families seeking the professional advice of a wealth manager. |
|
| Deyoe Wealth Management |
Jonathan |
DeYoe |
Owner |
(510) 848-0012 |
WM |
jonathan@deyoewealthmanagement.com |
info@deyoewealthmanagement.com |
2150 Shattuck Avenue Suite 700 |
Berkeley |
CA |
94704 |
United States of America |
North America |
https://www.linkedin.com/in/jonathandeyoe/ |
|
|
|
|
https://www.linkedin.com/company/deyoe-wealth-management/ |
http://deyoewealthmanagement.com/ |
The DeYoe Wealth Management team practices comprehensive, holistic financial planning and asset management. We can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. Our clients are individuals, families, small businesses, nonprofits, and foundations. Our goal is to transform the lives of everyone we serve through mindful wealth management. |
|
| Deyoe Wealth Management |
David |
Glotzer |
Wealth Advisor |
(510) 848-0012 |
WM |
dglotzer@deyoewealthmanagement.com |
info@deyoewealthmanagement.com |
2150 Shattuck Avenue Suite 700 |
Berkeley |
CA |
94704 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/deyoe-wealth-management/ |
http://deyoewealthmanagement.com/ |
The DeYoe Wealth Management team practices comprehensive, holistic financial planning and asset management. We can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. Our clients are individuals, families, small businesses, nonprofits, and foundations. Our goal is to transform the lives of everyone we serve through mindful wealth management. |
|
| Deyoe Wealth Management |
John |
Madden |
Wealth Advisor |
(510) 848-0012 |
WM |
jmadden@deyoewealthmanagement.com |
info@deyoewealthmanagement.com |
2150 Shattuck Avenue Suite 700 |
Berkeley |
CA |
94704 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/deyoe-wealth-management/ |
http://deyoewealthmanagement.com/ |
The DeYoe Wealth Management team practices comprehensive, holistic financial planning and asset management. We can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. Our clients are individuals, families, small businesses, nonprofits, and foundations. Our goal is to transform the lives of everyone we serve through mindful wealth management. |
|
| Diastole Wealth Management |
Elizabeth |
Eden |
Partner, Chief Executive Officer, & Senior Financial Adviser |
(203) 458-5220 |
WM |
ededen@dwinvest.com |
motoole@dwinvest.com |
58 Boston Street |
Guilford |
CT |
06437 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-eden-6ba12444/ |
|
1.996 |
$655M |
|
http://www.diastole.biz/ |
http://dwinvest.com/ |
Diastole Wealth Management provides all-encompassing wealth management services, beginning with free consultations and comprehensive financial plans, through implementation of investing strategies, monitoring of performance, performance reporting, and working with attorneys, accountants, and family members. We offer expert research and advice, and long-term goal and risk analysis. We provide access to a broad universe of investment managers and investment opportunities. We believe that nothing replaces personal attention, face-to-face meetings, and a team approach to helping you reach your goals. |
|
| Diastole Wealth Management |
Elizabeth |
Cook |
Partner, Chief Investment Officer & Director of Marketing |
(203) 458-5220 |
WM |
ecook@dwinvest.com |
motoole@dwinvest.com |
58 Boston Street |
Guilford |
CT |
06437 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-cook-3b356469/ |
|
1.996 |
$655M |
|
http://www.diastole.biz/ |
http://dwinvest.com/ |
Diastole Wealth Management provides all-encompassing wealth management services, beginning with free consultations and comprehensive financial plans, through implementation of investing strategies, monitoring of performance, performance reporting, and working with attorneys, accountants, and family members. We offer expert research and advice, and long-term goal and risk analysis. We provide access to a broad universe of investment managers and investment opportunities. We believe that nothing replaces personal attention, face-to-face meetings, and a team approach to helping you reach your goals. |
|
| Diastole Wealth Management |
Barbara |
Buzzelli |
Senior Financial Adviser |
(203) 458-5220 |
WM |
bbuzzelli@dwinvest.com |
motoole@dwinvest.com |
58 Boston Street |
Guilford |
CT |
06437 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-buzzelli-a89a718/ |
|
1.996 |
$655M |
|
http://www.diastole.biz/ |
http://dwinvest.com/ |
Diastole Wealth Management provides all-encompassing wealth management services, beginning with free consultations and comprehensive financial plans, through implementation of investing strategies, monitoring of performance, performance reporting, and working with attorneys, accountants, and family members. We offer expert research and advice, and long-term goal and risk analysis. We provide access to a broad universe of investment managers and investment opportunities. We believe that nothing replaces personal attention, face-to-face meetings, and a team approach to helping you reach your goals. |
|
| Diastole Wealth Management |
Meredith |
Eden |
Partner & Chief Financial Officer |
(203) 458-5220 |
WM |
meden@dwinvest.com |
motoole@dwinvest.com |
58 Boston Street |
Guilford |
CT |
06437 |
United States of America |
North America |
https://www.linkedin.com/in/meredith-eden-4ba02474/ |
|
1.996 |
$655M |
|
http://www.diastole.biz/ |
http://dwinvest.com/ |
Diastole Wealth Management provides all-encompassing wealth management services, beginning with free consultations and comprehensive financial plans, through implementation of investing strategies, monitoring of performance, performance reporting, and working with attorneys, accountants, and family members. We offer expert research and advice, and long-term goal and risk analysis. We provide access to a broad universe of investment managers and investment opportunities. We believe that nothing replaces personal attention, face-to-face meetings, and a team approach to helping you reach your goals. |
|
| Diastole Wealth Management |
Emma |
Scymanski |
Operations Manager |
(203) 458-5220 |
WM |
escymanski@dwinvest.com |
motoole@dwinvest.com |
58 Boston Street |
Guilford |
CT |
06437 |
United States of America |
North America |
https://www.linkedin.com/in/emma-hansen-scymanski-mba-20429557/ |
|
1.996 |
$655M |
|
http://www.diastole.biz/ |
http://dwinvest.com/ |
Diastole Wealth Management provides all-encompassing wealth management services, beginning with free consultations and comprehensive financial plans, through implementation of investing strategies, monitoring of performance, performance reporting, and working with attorneys, accountants, and family members. We offer expert research and advice, and long-term goal and risk analysis. We provide access to a broad universe of investment managers and investment opportunities. We believe that nothing replaces personal attention, face-to-face meetings, and a team approach to helping you reach your goals. |
|
| Dickens Wealth Management, LLC |
Chris |
Dickens |
Owner / Financial Advisor |
(813) 980-6180 |
WM |
chris@modern-accounting.com |
chris@modern-accounting.com |
7320 E Fletcher Ave. |
Tampa |
FL |
33637 |
United States of America |
North America |
|
|
|
|
|
|
https://www.dickenswm.com/ |
For years, Dickens Wealth Management has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Dickens Wealth Management is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. |
|
| Diesslin Group, Inc. |
David H. |
Diesslin |
Chairman & Founder |
(817) 332-6122 |
WM |
david.diesslin@diesslin.com |
information@diesslin.com |
425 Houston Street, Suite 500 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/dave-diesslin-309b253/ |
|
|
$785M |
|
https://www.linkedin.com/company/diesslin-&-associates/ |
https://diesslin.com/ |
Diesslin Group is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients’ interests are always our foremost priority. |
|
| Diesslin Group, Inc. |
N.R. [Rocky] |
Farr |
Vice President and Manager of Financial Planning Services |
(817) 332-6122 |
WM |
rocky.farr@diesslin.com |
information@diesslin.com |
425 Houston Street, Suite 500 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
|
|
|
$785M |
|
https://www.linkedin.com/company/diesslin-&-associates/ |
https://diesslin.com/ |
Diesslin Group is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients’ interests are always our foremost priority. |
|
| Diesslin Group, Inc. |
Scott |
Reasor |
Asset Management Associate, Portfolio Manager |
(817) 332-6122 |
WM |
scott.reasor@diesslin.com |
information@diesslin.com |
425 Houston Street, Suite 500 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
|
|
|
$785M |
|
https://www.linkedin.com/company/diesslin-&-associates/ |
https://diesslin.com/ |
Diesslin Group is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients’ interests are always our foremost priority. |
|
| Diesslin Group, Inc. |
Bradley |
Bourland |
President & CEO |
(817) 332-6122 |
WM |
brad.bourland@diesslin.com |
information@diesslin.com |
425 Houston Street, Suite 500 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/brad-bourland-5904228/ |
|
|
$785M |
|
https://www.linkedin.com/company/diesslin-&-associates/ |
https://diesslin.com/ |
Diesslin Group is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients’ interests are always our foremost priority. |
|
| Dimension Capital Management - Wealth Management | Family Office |
Albert |
Marques |
Chief Operations Officer |
(305) 371-2776 |
WM |
amarques@dimensioncapital.com |
info@dimensioncapital.com |
2800 Ponce de Leon Boulevard, 15th Floor |
Miami |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/albert-marques-4234b26/ |
"We frame asset classes within a broader view of market and global conditions to capture optimal portfolio performance. Furthermore, we actively manage and monitor portfolio exposures and make shifts based on market and global developments." |
1.980 |
$2B |
|
https://www.linkedin.com/company/dimension-capital-management |
https://www.dimensioncapital.com/ |
Dimension Capital Management is a wealth management firm dedicated to meeting the unique financial service needs of high-net-worth individuals, families and institutions worldwide. As an Investment Adviser, DCM has three decades of experience in protecting and growing wealth. We are a boutique firm proficient at handling complexity. Because of our origins in family-office services, we know how to provide genuinely personalized service and truly customized portfolios. |
|
| Dimension Capital Management - Wealth Management | Family Office |
Miguel |
Dueñas |
Managing Director, Chief Executive Officer |
(305) 371-2776 |
WM |
mduenas@dimensioncapital.com |
info@dimensioncapital.com |
2800 Ponce de Leon Boulevard, 15th Floor |
Miami |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/miguel-duenas-93ab6447/ |
"We frame asset classes within a broader view of market and global conditions to capture optimal portfolio performance. Furthermore, we actively manage and monitor portfolio exposures and make shifts based on market and global developments." |
1.980 |
$2B |
|
https://www.linkedin.com/company/dimension-capital-management |
https://www.dimensioncapital.com/ |
Dimension Capital Management is a wealth management and multi family office firm dedicated to meeting the unique financial service needs of high-net-worth individuals, families and institutions worldwide. As an Investment Adviser, DCM has three decades of experience in protecting and growing wealth. We are a boutique firm proficient at handling complexity. Because of our origins in family-office services, we know how to provide genuinely personalized service and truly customized portfolios. |
|
| Dimension Capital Management - Wealth Management | Family Office |
Alejandro |
Tovar |
Director |
(305) 371-2776 |
WM |
alejandro.tovar@dimensioncapital.com |
info@dimensioncapital.com |
2800 Ponce de Leon Boulevard, 15th Floor |
Miami |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/alejandro-tovar-39543658/ |
"We frame asset classes within a broader view of market and global conditions to capture optimal portfolio performance. Furthermore, we actively manage and monitor portfolio exposures and make shifts based on market and global developments." |
1.980 |
$2B |
|
https://dimensioncapital.com/ |
https://www.dimensioncapital.com/ |
Dimension Capital Management is a wealth management and multi family office firm dedicated to meeting the unique financial service needs of high-net-worth individuals, families and institutions worldwide. As an Investment Adviser, DCM has three decades of experience in protecting and growing wealth. We are a boutique firm proficient at handling complexity. Because of our origins in family-office services, we know how to provide genuinely personalized service and truly customized portfolios. |
|
| DiMeo Schneider & Associates, LLC |
Mike |
Benoit |
Principal & Managing Director |
(312) 853-1000 |
WM |
mbenoit@dimeoschneider.com |
|
500 West Madison Street, Suite 1700 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/mike-benoit-50b6b28/ |
|
1.995 |
$200B |
|
https://www.linkedin.com/company/dimeo-schneider-&-associates/ |
https://www.dimeoschneider.com/ |
Wealthy families must protect their assets from the ravages of excessive taxation, inflation and unwarranted investment risk and provide for the legacy of future generations all while educating their heirs to become prudent stewards. Moreover, they seek performance and up-to-the-minute advice on issues affecting their portfolios.
The Wealth Office™ of DiMeo Schneider is uniquely positioned to help clients prosper by providing tailored investment services to wealthy families including single, multi- or virtual family offices. We advise many prominent families across the U.S., some which appear on the Forbes 400 List. Our consultative approach helps families define their objectives and achieve their short-term and multi-generational goals. And we understand the importance of confidentiality and discretion. |
|
| DireWolf Wealth Management |
Juan |
Puig |
Chief Executive Officer |
(305) 728-5228 |
WM |
juanPuig@governingdynamics.management |
|
1111 Brickell Ave., Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/juan-puig-a9728560/ |
|
|
$11M |
|
|
http://www.direwolfwm.com/ |
DireWolf is a US Investment Adviser registered under the laws of the State of Texas. Our group is bound to a Code of Ethics by our Corporate Governance, and by Law to a fiduciary standard of care. Being held to a fiduciary standard, we look after our client’s interests in a fully transparent environment where any potential conflict of interest is disclosed. By definition, we are bound and committed to working in our client’s best interests. |
|
| Disciplined Investments, LLC |
Matt |
Bacon |
Partner and Wealth Manager |
(918) 388-2690 |
WM |
mbacon@hogantaylor.com |
wburt@hogantaylor.com |
2222 S Utica Pl Suite 200 |
Tulsa |
OK |
74114 |
United States of America |
North America |
https://www.linkedin.com/in/mathew-bacon-3644081a/ |
|
2.002 |
$159.5M |
mbacon@ht-di.com |
https://www.linkedin.com/company/disciplined-investments-llc/ |
http://hogantaylor.com/services/wealth-management/ |
Disciplined Investments a fee-only wealth management & financial planning/consulting firm. As a fee-only firm, our compensation comes directly from our clients. We operate without commission, referral, or soft-dollar arrangements to ensure that our interests are aligned with those of our clients. Our fiduciary duty to clients is paramount. |
|
| Disciplined Investments, LLC |
Adam |
Leavitt |
Partner and Wealth Manager |
(918) 388-2690 |
WM |
aleavitt@hogantaylor.com |
wburt@hogantaylor.com |
2222 S Utica Pl Suite 200 |
Tulsa |
OK |
74114 |
United States of America |
North America |
https://www.linkedin.com/in/adamleavitt/ |
|
2.002 |
$159.5M |
aleavitt@ht-di.com |
https://www.linkedin.com/company/disciplined-investments-llc/ |
http://hogantaylor.com/services/wealth-management/ |
Disciplined Investments a fee-only wealth management & financial planning/consulting firm. As a fee-only firm, our compensation comes directly from our clients. We operate without commission, referral, or soft-dollar arrangements to ensure that our interests are aligned with those of our clients. Our fiduciary duty to clients is paramount. |
|
| Diversified Private Wealth Advisors |
Dominick |
Tavella |
Founder and President |
(516) 785-1800 |
WM |
dtavella@lebenthal.com |
|
200 Parkway Drive South |
Hauppauge |
NY |
11788 |
United States of America |
North America |
https://www.linkedin.com/in/dominick-tavella-317a358/ |
|
1.984 |
|
dtavella@bristol-financial.com |
https://www.linkedin.com/company/diversified-private-wealth-advisors |
https://www.diversifiedprivatewealth.com/ |
Diversified Private Wealth Advisors is dedicated to the success of its clients. In today’s complex investment environment, our firm offers professionalism, integrity and extensive investment knowledge. |
|
| Diversified Private Wealth Advisors |
Christine |
DiPierro |
Operations Manager |
(516) 785-1800 |
WM |
christine@bristol-financial.com |
|
2680 Merrick Rd Suite 201 |
Bellmore |
NY |
11710 |
United States of America |
North America |
https://www.linkedin.com/in/christine-dipierro-b479082a/ |
|
1.984 |
|
|
https://www.linkedin.com/company/diversified-private-wealth-advisors |
https://www.diversifiedprivatewealth.com/ |
Diversified Private Wealth Advisors is dedicated to the success of its clients. In today’s complex investment environment, our firm offers professionalism, integrity and extensive investment knowledge. |
|
| Diversified Wealth Management |
Todd |
Terhorst |
President and Managing Director |
(612) 435-0035 |
WM |
todd@diversifiedwealthmanagement.com |
info@diversifiedwealthmanagement.com |
4501 Minnetonka Blvd., Suite 200 |
St Louis Park |
MN |
55416 |
United States of America |
North America |
https://www.linkedin.com/in/todd-terhorst-baa1804/ |
|
2.003 |
$13 million |
|
https://www.linkedin.com/company/diversified-wealth-management/ |
http://www.diversifiedwealthmanagement.com/ |
Diversified Wealth Management is made up of independent financial advisors throughout the Midwest. We have multiple locations throughout MN, ND, SD and WI. Although the advisors in each location primarily service clients in their geographical area, many are also licensed in other states throughout the country. We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our individual and small business clients. |
|
| Diversified Wealth Management |
Shannon |
Brusseau |
Partner - New Prague |
(952) 758-9500 |
WM |
shannon@diversifiedwealthmanagement.com |
info@diversifiedwealthmanagement.com |
4501 Minnetonka Blvd., Suite 200 |
St Louis Park |
MN |
55416 |
United States of America |
North America |
|
|
2.003 |
$13 million |
|
https://www.linkedin.com/company/diversified-wealth-management/ |
http://www.diversifiedwealthmanagement.com/ |
Diversified Wealth Management is made up of independent financial advisors throughout the Midwest. We have multiple locations throughout MN, ND, SD and WI. Although the advisors in each location primarily service clients in their geographical area, many are also licensed in other states throughout the country. We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our individual and small business clients. |
|
| Diversified Wealth Management |
Christopher |
MacLennan |
VP of Portfolio Management and Partner |
(612) 435-0041 |
WM |
chris@diversifiedwealthmanagement.com |
info@diversifiedwealthmanagement.com |
4501 Minnetonka Blvd., Suite 200 |
St Louis Park |
MN |
55416 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-maclennan-33916447/ |
|
2.003 |
$13 million |
|
https://www.linkedin.com/company/diversified-wealth-management/ |
http://www.diversifiedwealthmanagement.com/ |
Diversified Wealth Management is made up of independent financial advisors throughout the Midwest. We have multiple locations throughout MN, ND, SD and WI. Although the advisors in each location primarily service clients in their geographical area, many are also licensed in other states throughout the country. We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our individual and small business clients. |
|
| Diversified Wealth Management |
Chris |
Beck |
Director of Planning Services |
(612) 435-0043 |
WM |
chrisbeck@diversifiedwealthmanagement.com |
info@diversifiedwealthmanagement.com |
4501 Minnetonka Blvd., Suite 200 |
St Louis Park |
MN |
55416 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-beck-mba-5aa6007/ |
|
2.003 |
$13 million |
|
https://www.linkedin.com/company/diversified-wealth-management/ |
http://www.diversifiedwealthmanagement.com/ |
Diversified Wealth Management is made up of independent financial advisors throughout the Midwest. We have multiple locations throughout MN, ND, SD and WI. Although the advisors in each location primarily service clients in their geographical area, many are also licensed in other states throughout the country. We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our individual and small business clients. |
|
| Diversified Wealth Management |
Ken |
Loehlein |
VP of Insurance & Retirement Planning |
(952) 223-0229 |
WM |
ken@diversifiedwealthmanagement.com |
info@diversifiedwealthmanagement.com |
4501 Minnetonka Blvd., Suite 200 |
St Louis Park |
MN |
55416 |
United States of America |
North America |
https://www.linkedin.com/in/ken-loehlein-5942bb9/ |
|
2.003 |
$13 million |
|
https://www.linkedin.com/company/diversified-wealth-management/ |
http://www.diversifiedwealthmanagement.com/ |
Diversified Wealth Management is made up of independent financial advisors throughout the Midwest. We have multiple locations throughout MN, ND, SD and WI. Although the advisors in each location primarily service clients in their geographical area, many are also licensed in other states throughout the country. We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our individual and small business clients. |
|
| Diversified Wealth Management LLC |
Stephen |
Mazzarella |
CoFounder |
(973) 994-9500 |
WM |
stephen.mazzarella@lpl.com |
|
293 Eisenhower Parkway, Suite 340 |
Livingston |
NJ |
07039 |
United States of America |
North America |
|
|
|
|
|
|
http://www.diversifiedwealthmgt.com/ |
At Diversified Wealth Management, we take pride in the personal service we provide to each of our clients. With over 90 years of our combined experience, we are able to create and customize an investment strategy and investment plan that will address each client’s unique and individual needs. Whether you are interested in investment advice, estate planning, life, disability or long term care insurance, annuities or rolling over your IRA, we are here to help you with the process, every step of the way. Our relationship with LPL Financial gives us the resources and support of one of the largest independent financial services providers in the country*, while maintaining the flexibility and independence necessary to provide truly objective advice. |
|
| Diversified Wealth Management LLC |
Jill Marie |
Carter |
Director of Client Services |
(973) 994-9500 |
WM |
jill.carter@lpl.com |
|
293 Eisenhower Parkway, Suite 340 |
Livingston |
NJ |
07039 |
United States of America |
North America |
|
|
|
|
|
|
http://www.diversifiedwealthmgt.com/ |
At Diversified Wealth Management, we take pride in the personal service we provide to each of our clients. With over 90 years of our combined experience, we are able to create and customize an investment strategy and investment plan that will address each client’s unique and individual needs. Whether you are interested in investment advice, estate planning, life, disability or long term care insurance, annuities or rolling over your IRA, we are here to help you with the process, every step of the way. Our relationship with LPL Financial gives us the resources and support of one of the largest independent financial services providers in the country*, while maintaining the flexibility and independence necessary to provide truly objective advice. |
|
| Dixon Mitchell Investment Counsel Inc. |
Janine |
Guenther |
Vice President, Private Client Services |
Direct: (236) 521-6514, Mobile: (604) 355-2351 |
WM |
janine@dixonmitchell.com |
info@dixonmitchell.com |
Suite 1680,1055 West Hastings Street |
Vancouver |
BC |
V6E 2E9 |
Canada |
North America |
https://www.linkedin.com/in/janineguenther/ |
|
2.000 |
$1.6 billion |
|
https://www.linkedin.com/company/dixon-mitchell-investment-counsel |
https://www.dixonmitchell.com/ |
Dixon Mitchell Investment Counsel is a national discretionary asset manager headquartered in Vancouver. We work with institutional and individual clients, constructing and managing investment portfolios to meet diverse financial goals. |
|
| Dixon Mitchell Investment Counsel Inc. |
Ken |
Okennedy |
Partner |
(604) 669-3136 |
WM |
ken@dixonmitchell.com |
info@dixonmitchell.com |
Suite 1680,1055 West Hastings Street |
Vancouver |
BC |
V6E 2E9 |
Canada |
North America |
https://www.linkedin.com/in/ken-o-kennedy-cfa-2726a719/ |
|
2.000 |
$1.6 billion |
|
https://www.linkedin.com/company/dixon-mitchell-investment-counsel |
https://www.dixonmitchell.com/ |
Dixon Mitchell Investment Counsel is a national discretionary asset manager headquartered in Vancouver. We work with institutional and individual clients, constructing and managing investment portfolios to meet diverse financial goals. |
|
| DJP Wealth Management |
Darryl |
Poisson |
Founder |
(800) 595-4042 |
WM |
darryl@djpwealth.com |
|
4830 W. Kennedy Blvd., Suite 600 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/darrylpoisson/ |
|
|
|
|
|
http://www.djpwealth.com/ |
DJP Wealth Management is an independent and privately owned Registered Investment Advisor. Our clients are typically business owners and entrepreneurs that are familiar with making decisions to deploy capital and value professional services. We provide clients access to wealth creation opportunities in the private markets and tactically manage liquid investment portfolios with an emphasis on total return and capital preservation. |
|
| DMW Finance Group |
Steven |
Morales de Medrano |
CEO & Managing Director |
41 44 586 1390 |
WM |
s.moralesmed@gmail.com |
|
Arnold Böcklin-Strasse 25 |
Basel |
|
4002 |
Switzerland |
Europe |
https://www.linkedin.com/in/stevenmdm/ |
Alternative Investments, Commercial Real Estate, Hedge Fund & Art Fund Asset Management, Investment Banking |
2.013 |
CHF 150M |
|
http://www.dmwrealestate.com/ |
http://www.demedranowealth.com/ |
DMW Finance Group began in earnest in 2013 as a Zurich based multi-family office, by the name of De Medrano Wealth, with strong ties to owners of global beverage brands, and the transport and government sectors. |
|
| Dobbins Wealth Management |
Brian |
Dobbins |
President & Managing Partner |
(602) 279-5464 |
WM |
brian@dobbinsfinancial.com |
info@dobbinsfinancial.com |
2730 West Agua Fria Freeway, Suite 201 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
https://www.linkedin.com/in/brian-dobbins-61863b9/ |
|
|
|
|
|
https://www.dobbinsfinancial.com/ |
Dobbins Wealth Management and Dobbins Financial are independently owned companies located in Phoenix, Arizona. Clients choose us for our unique approach to financial planning and wealth management. Dobbins Financial and Dobbins Wealth Management work as a team to offer unbiased recommendations and a level of individualized service that can be difficult to find from larger financial institutions. As an independent boutique firm, we are dedicated to helping clients with their tax, investments, retirement, and estate planning needs. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. |
|
| Dobbins Wealth Management |
Eric |
Viavattene |
Managing Partner |
(602) 279-5464 |
WM |
eric@dobbinswealth.com |
info@dobbinsfinancial.com |
2730 West Agua Fria Freeway, Suite 201 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
|
|
|
|
|
|
https://www.dobbinsfinancial.com/ |
Dobbins Wealth Management and Dobbins Financial are independently owned companies located in Phoenix, Arizona. Clients choose us for our unique approach to financial planning and wealth management. Dobbins Financial and Dobbins Wealth Management work as a team to offer unbiased recommendations and a level of individualized service that can be difficult to find from larger financial institutions. As an independent boutique firm, we are dedicated to helping clients with their tax, investments, retirement, and estate planning needs. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. |
|
| Dobbins Wealth Management |
Dan |
Coccimiglio |
Business Development |
(602) 279-5464 |
WM |
dan@dobbinswealth.com |
info@dobbinsfinancial.com |
2730 West Agua Fria Freeway, Suite 201 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
|
|
|
|
|
|
https://www.dobbinsfinancial.com/ |
Dobbins Wealth Management and Dobbins Financial are independently owned companies located in Phoenix, Arizona. Clients choose us for our unique approach to financial planning and wealth management. Dobbins Financial and Dobbins Wealth Management work as a team to offer unbiased recommendations and a level of individualized service that can be difficult to find from larger financial institutions. As an independent boutique firm, we are dedicated to helping clients with their tax, investments, retirement, and estate planning needs. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. |
|
| Dobbins Wealth Management |
James |
Mascaro |
Tax Manager |
(602) 279-5464 |
WM |
james@dobbinsfinancial.com |
info@dobbinsfinancial.com |
2730 West Agua Fria Freeway, Suite 201 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
https://www.linkedin.com/in/brian-dobbins-61863b9/ |
|
|
|
|
|
https://www.dobbinsfinancial.com/ |
Dobbins Wealth Management and Dobbins Financial are independently owned companies located in Phoenix, Arizona. Clients choose us for our unique approach to financial planning and wealth management. Dobbins Financial and Dobbins Wealth Management work as a team to offer unbiased recommendations and a level of individualized service that can be difficult to find from larger financial institutions. As an independent boutique firm, we are dedicated to helping clients with their tax, investments, retirement, and estate planning needs. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. |
|
| Dobbins Wealth Management |
Lisa |
Shivers |
Executive Assistant |
(602) 279-5464 |
WM |
lisa@dobbinswealth.com |
info@dobbinsfinancial.com |
2730 West Agua Fria Freeway, Suite 201 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
|
|
|
|
|
|
https://www.dobbinsfinancial.com/ |
Dobbins Wealth Management and Dobbins Financial are independently owned companies located in Phoenix, Arizona. Clients choose us for our unique approach to financial planning and wealth management. Dobbins Financial and Dobbins Wealth Management work as a team to offer unbiased recommendations and a level of individualized service that can be difficult to find from larger financial institutions. As an independent boutique firm, we are dedicated to helping clients with their tax, investments, retirement, and estate planning needs. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. |
|
| Doceo Wealth, LLC |
David |
Johan |
Financial Advisor |
(208) 350-7274 |
WM |
david@legacywealthmg.com |
|
1880 S Cobalt Point Way, Suite 350 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/david-j-66b51126/ |
|
2.018 |
|
|
https://www.linkedin.com/company/altruist-advisors-llc/ |
http://altruistadvisors.com/ |
At Doceo Wealth, we serve as a trusted advisor to a diverse set of clients, ranging from individuals and families to businesses, and professional athletes. For each client, our solution set is both comprehensive and fully customized to meet their needs. Doceo Wealth is more than just an investment management firm. We’re here to be your experienced guide. We’re a full-service firm with capabilities that include portfolio design and management, retirement planning, estate and wealth transfer, business planning, risk management, and insurance planning, legacy planning. |
|
| Doceo Wealth, LLC |
Travis |
Higgins |
Financial Advisor |
(208) 350-7274 |
WM |
travis@legacywealthmg.com |
|
1880 S Cobalt Point Way, Suite 350 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/travis-l-higgins-774b466/ |
|
2.018 |
|
|
https://www.linkedin.com/company/altruist-advisors-llc/ |
http://altruistadvisors.com/ |
At Doceo Wealth, we serve as a trusted advisor to a diverse set of clients, ranging from individuals and families to businesses, and professional athletes. For each client, our solution set is both comprehensive and fully customized to meet their needs. Doceo Wealth is more than just an investment management firm. We’re here to be your experienced guide. We’re a full-service firm with capabilities that include portfolio design and management, retirement planning, estate and wealth transfer, business planning, risk management, and insurance planning, legacy planning. |
|
| Doceo Wealth, LLC |
Julie |
Olsen |
Director of Operations |
(208) 350-7274 |
WM |
jolsen@legacywealthmg.com |
|
1880 S Cobalt Point Way, Suite 350 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/julie-olsen-78889150/ |
|
2.018 |
|
|
https://www.linkedin.com/company/altruist-advisors-llc/ |
http://altruistadvisors.com/ |
At Doceo Wealth, we serve as a trusted advisor to a diverse set of clients, ranging from individuals and families to businesses, and professional athletes. For each client, our solution set is both comprehensive and fully customized to meet their needs. Doceo Wealth is more than just an investment management firm. We’re here to be your experienced guide. We’re a full-service firm with capabilities that include portfolio design and management, retirement planning, estate and wealth transfer, business planning, risk management, and insurance planning, legacy planning. |
|
| Dodds Wealth Management Group |
Andrew |
Dodds |
Founder and Wealth Advisor |
(303) 539-3900 |
WM |
Andrew@DoddsWealth.com |
info@doddswealth.com |
385 Inverness Parkwa Suite 105 |
Englewood |
CO |
80112 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-t-dodds-71293a8/ |
|
|
|
|
|
https://www.doddswealth.com/ |
Dodds Wealth Management Group is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients. As a primarily fee-based financial advisory firm, we only act in our client’s best interest. |
|
| Doherty & Associates Ltd. |
Ian |
Sterling |
President |
(613) 238-6727 |
WM |
ian.sterling@doherty.ca |
info@doherty.ca |
56 Sparks St Suite 700 |
Ottawa |
ON |
K1P 5A9 |
Canada |
North America |
https://www.linkedin.com/in/ian-sterling-12507825/ |
|
1.979 |
$900M |
|
|
https://www.doherty.ca/ |
Doherty & Associates builds and protects our clients’ wealth through long-term investment in high quality businesses Doherty & Associates offers financial solutions that are tailored to meet the unique needs of each client.
We are a leading private investment counsel firm managing wealth by investing in high-quality equities and fixed income. Founded in 1979, Doherty serves as trusted counsel to both private clients and foundations. |
|
| Doherty & Associates Ltd. |
Bill |
Wolfenden |
SVP, Chief Investment Officer |
(613) 238-6727 |
WM |
bill.wolfenden@doherty.ca |
info@doherty.ca |
56 Sparks St Suite 700 |
Ottawa |
ON |
K1P 5A9 |
Canada |
North America |
|
|
1.979 |
$900M |
|
|
https://www.doherty.ca/ |
Doherty & Associates builds and protects our clients’ wealth through long-term investment in high quality businesses Doherty & Associates offers financial solutions that are tailored to meet the unique needs of each client.
We are a leading private investment counsel firm managing wealth by investing in high-quality equities and fixed income. Founded in 1979, Doherty serves as trusted counsel to both private clients and foundations. |
|
| Domani Wealth, LLC |
Thomas |
Williams |
Partner, Senior Wealth Advisor & CEO |
(610) 927-4685 |
WM |
tom.williams@domaniwealth.com |
info@domaniwealth.com |
2755 Century Boulevard, Suite 200 |
Wyomissing |
PA |
19610 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-williams-cfp®-cpa-311432151/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domani Wealth, LLC |
Angie |
Stephenson |
Partner, Senior Wealth Advisor & COO |
(717) 393-9721 |
WM |
angie.stephenson@domaniwealth.com |
info@domaniwealth.com |
1869 Charter Lane, Suite 302 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/angie-stephenson-cfp®-cpa-pfs-56048a2b/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domani Wealth, LLC |
Scott |
Michael |
Partner, Senior Wealth Advisor & CCO |
(717) 846-6214 |
WM |
scott.michael@domaniwealth.com |
info@domaniwealth.com |
221 West Philadelphia Street, Suite 303 |
York |
PA |
17401 |
United States of America |
North America |
https://www.linkedin.com/in/scott-michael-cfp®-aif®-75734673/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domani Wealth, LLC |
Angela |
Berkosky |
Partner & Chief Investment Advisor |
(717) 393-9721 |
WM |
angela.berkosky@domaniwealth.com |
info@domaniwealth.com |
1869 Charter Lane, Suite 302 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/angela-r-berkosky-cfa-35648411/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domani Wealth, LLC |
Kenneth |
Eshleman |
Partner & Senior Wealth Advisor |
(717) 393-9721 |
WM |
ken.eshleman@domaniwealth.com |
info@domaniwealth.com |
1869 Charter Lane, Suite 302 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/ken-eshleman-cfp®-2291a313/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domani Wealth, LLC |
Jennifer |
Hill |
Partner & Senior Wealth Advisor |
(717) 393-9721 |
WM |
jennifer.hill@domaniwealth.com |
info@domaniwealth.com |
1869 Charter Lane, Suite 302 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-hill-cfp®-cpa-pfs-a810234b/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domani Wealth, LLC |
Steven |
Maher |
Partner & Senior Wealth Advisor |
(717) 393-9721 |
WM |
steve.maher@domaniwealth.com |
info@domaniwealth.com |
1869 Charter Lane, Suite 302 |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/stevenpmaher/ |
|
1.996 |
$1.3B |
|
https://www.linkedin.com/company/domaniwealth/ |
https://www.domaniwealth.com/ |
Domani Wealth is an independent firm offering investment management and wealth advisory services for individuals and businesses. For 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours.
When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. Every single one of our advisors contributes to the strength of the Domani team. We can provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we can offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. |
|
| Domari Wealth Management, LLC |
Brian |
Danelian |
President / CEO |
(818) 436-6670 Ext. 155 |
WM |
bdanelian@domariwealth.com |
|
4450 W. Lakeside Dr., Suite 350 |
Burbank |
CA |
91505 |
United States of America |
North America |
https://www.linkedin.com/in/domariwealth/ |
|
2.012 |
|
|
|
http://www.domariwealth.com/ |
After more than two decades of providing financial advice and investment management services to a select group of successful individuals, families and corporations, Brian Danelian chose to establish Domari Wealth Management in 2012. Located in the Woodland Hills area of Los Angeles, California, Domari Wealth Management is a comprehensive wealth management company designed to offer an array of services including, investment management, retirement planning, estate planning and liability management.
Our mission is to provide our clients with independent, objective financial advice, and our goal is to provide a comprehensive range of financial services to help manage the many complexities of their financial, business and personal lives. We are able to provide our clients access to the same investment tools and products found in a large firm, but are able to deliver them with the kind of personal care and attention which is unique to a smaller firm. This freedom and flexibility allows us to provide our clients with the advice and solutions that are best suited for their unique needs, not the needs of the firm. |
|
| Domari Wealth Management, LLC |
Allen |
Thompson |
Managing Director |
(818) 436-6672 Ext. 153 |
WM |
jthompson@domariwealth.com |
|
4450 W. Lakeside Dr., Suite 350 |
Burbank |
CA |
91505 |
United States of America |
North America |
https://www.linkedin.com/in/j-thompson-b44387112/ |
|
2.012 |
|
|
|
http://www.domariwealth.com/ |
After more than two decades of providing financial advice and investment management services to a select group of successful individuals, families and corporations, Brian Danelian chose to establish Domari Wealth Management in 2012. Located in the Woodland Hills area of Los Angeles, California, Domari Wealth Management is a comprehensive wealth management company designed to offer an array of services including, investment management, retirement planning, estate planning and liability management.
Our mission is to provide our clients with independent, objective financial advice, and our goal is to provide a comprehensive range of financial services to help manage the many complexities of their financial, business and personal lives. We are able to provide our clients access to the same investment tools and products found in a large firm, but are able to deliver them with the kind of personal care and attention which is unique to a smaller firm. This freedom and flexibility allows us to provide our clients with the advice and solutions that are best suited for their unique needs, not the needs of the firm. |
|
| Domari Wealth Management, LLC |
Christine |
Fountain |
Client Relationship Manager |
(818) 436-6671 Ext. 154 |
WM |
cfountain@domariwealth.com |
|
4450 W. Lakeside Dr., Suite 350 |
Burbank |
CA |
91505 |
United States of America |
North America |
|
|
2.012 |
|
|
|
http://www.domariwealth.com/ |
After more than two decades of providing financial advice and investment management services to a select group of successful individuals, families and corporations, Brian Danelian chose to establish Domari Wealth Management in 2012. Located in the Woodland Hills area of Los Angeles, California, Domari Wealth Management is a comprehensive wealth management company designed to offer an array of services including, investment management, retirement planning, estate planning and liability management.
Our mission is to provide our clients with independent, objective financial advice, and our goal is to provide a comprehensive range of financial services to help manage the many complexities of their financial, business and personal lives. We are able to provide our clients access to the same investment tools and products found in a large firm, but are able to deliver them with the kind of personal care and attention which is unique to a smaller firm. This freedom and flexibility allows us to provide our clients with the advice and solutions that are best suited for their unique needs, not the needs of the firm. |
|
| Donald W. Nicholson & Associates Ltd. |
Donald |
Nicholson Sr |
Principal and Founder |
(302) 529-1500 |
WM |
info@donaldwnicholson.com |
info@donaldwnicholson.com |
1403 Silverside Road, Suite B |
Wilmington |
DE |
19810 |
United States of America |
North America |
https://www.linkedin.com/in/donald-w-nicholson-sr-87538b31/ |
|
1.986 |
|
|
https://www.linkedin.com/company/donald-w-nicholson-&-associates-ltd-/ |
http://nicholson-associates.com/ |
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a comprehensive approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields. |
|
| Donald W. Nicholson & Associates Ltd. |
Donald |
Nicholson Jr |
Senior Financial Advisor |
(302) 529-1500 |
WM |
dwnjr@donaldwnicholson.com |
info@donaldwnicholson.com |
1403 Silverside Road, Suite B |
Wilmington |
DE |
19810 |
United States of America |
North America |
https://www.linkedin.com/in/donald-w-nicholson-jr-cfp®-aams®-b342076/ |
|
1.986 |
|
|
https://www.linkedin.com/company/donald-w-nicholson-&-associates-ltd-/ |
http://nicholson-associates.com/ |
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a comprehensive approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields. |
|
| Dorchester Investment Management |
Robert |
Bard |
President |
(514) 861-5841 ext 224 |
WM |
robert.bard@dorchesterwealth.com |
|
1100 Rene Levesque Blvd West Suite 650 |
Montreal |
QC |
H3B 4N4 |
Canada |
North America |
https://www.linkedin.com/in/robert-bard-9991482b/ |
|
1.928 |
$1B |
|
https://www.linkedin.com/company/dorchester-investment-management |
https://www.dorchesterwealth.com/ |
DORCHESTER is dedicated to helping clients achieve their long-term financial goals through an unbiased and highly personalized approach to professional investment management.
We invite you to explore our website to learn more about our firm and our commitment to building long term relationships based on integrity, performance, and personal attention. |
|
| Dorchester Investment Management |
Bruce |
Gill |
Partner |
(514) 861-5841 |
WM |
bruce.gill@dorchesterwealth.com |
|
1100 Rene Levesque Blvd West Suite 650 |
Montreal |
QC |
H3B 4N4 |
Canada |
North America |
https://www.linkedin.com/in/bruce-gill-45a58a6b |
|
1.928 |
$1B |
|
https://www.linkedin.com/company/dorchester-investment-management |
https://www.dorchesterwealth.com/ |
DORCHESTER is dedicated to helping clients achieve their long-term financial goals through an unbiased and highly personalized approach to professional investment management.
We invite you to explore our website to learn more about our firm and our commitment to building long term relationships based on integrity, performance, and personal attention. |
|
| Dorchester Investment Management |
Brian |
Howard |
Partner |
(514) 861-5841 |
WM |
brian.howard@dorchesterwealth.com |
|
1100 Rene Levesque Blvd West Suite 650 |
Montreal |
QC |
H3B 4N4 |
Canada |
North America |
https://www.linkedin.com/in/brian-howard-a4262037/ |
|
1.928 |
$1B |
|
https://www.linkedin.com/company/dorchester-investment-management |
https://www.dorchesterwealth.com/ |
DORCHESTER is dedicated to helping clients achieve their long-term financial goals through an unbiased and highly personalized approach to professional investment management.
We invite you to explore our website to learn more about our firm and our commitment to building long term relationships based on integrity, performance, and personal attention. |
|
| Dorchester Investment Management |
David |
Sheridan |
Partner |
(514) 861-5841 |
WM |
david.sheridan@dorchesterwealth.com |
|
1100 Rene Levesque Blvd West Suite 650 |
Montreal |
QC |
H3B 4N4 |
Canada |
North America |
|
|
1.928 |
$1B |
|
https://www.linkedin.com/company/dorchester-investment-management |
https://www.dorchesterwealth.com/ |
DORCHESTER is dedicated to helping clients achieve their long-term financial goals through an unbiased and highly personalized approach to professional investment management.
We invite you to explore our website to learn more about our firm and our commitment to building long term relationships based on integrity, performance, and personal attention. |
|
| Dorchester Investment Management |
Isabelle |
Wehrli |
Partner |
(514) 861-5841 ext 230 |
WM |
isabelle.wehrli@dorchesterwealth.com |
|
1100 Rene Levesque Blvd West Suite 650 |
Montreal |
QC |
H3B 4N4 |
Canada |
North America |
|
|
1.928 |
$1B |
|
https://www.linkedin.com/company/dorchester-investment-management |
https://www.dorchesterwealth.com/ |
DORCHESTER is dedicated to helping clients achieve their long-term financial goals through an unbiased and highly personalized approach to professional investment management.
We invite you to explore our website to learn more about our firm and our commitment to building long term relationships based on integrity, performance, and personal attention. |
|
| Dougherty Wealth Management, LLC |
Patrick |
Dougherty |
President & CEO |
(214) 550-8989 |
WM |
patrick@dwmplanning.com |
info@dwmplanning.com |
16610 Dallas Parkway, Suite 1250 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-dougherty-2488937/ |
|
|
|
|
|
http://www.dwmplanning.com/ |
Dougherty Wealth Management is a fee-only Financial Planning and Portfolio Management firm. Our mission is to enable and empower our clients in making good decisions toward achieving financial security and their family goals. |
|
| Douglas C. Lane & Associates |
Edward |
Dewees |
Managing Partner Portfolio Manager/Equity Analyst |
(212) 262-7670 |
WM |
ndewees@dclainc.com |
mmilic@dclainc.com |
777 Third Avenue, 38th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/ned-dewees-995a4877/ |
|
1.994 |
$151M |
|
https://www.linkedin.com/company/douglas-c-lane-&-associates-inc-/ |
https://www.dclainc.com/Membership/Apps/v4DCLA_WF_App.aspx?ReturnURL=%2f#!/w/v4dclawfapp?s=v4graygencontent2holderapp |
Douglas C. Lane & Associates, LLC (DCLA®) is a registered investment advisory firm based in New York City. We manage approximately $6.3 billion of capital for our client base of high net worth families, trusts, pensions, endowments, foundations and institutions in 46 states and 16 countries around the world. |
|
| Douglas C. Lane & Associates |
Douglas |
Lane |
Founder and Partner Portfolio Manager/Equity Analyst |
(212) 262-7670 |
WM |
dlane@dclainc.com |
mmilic@dclainc.com |
777 Third Avenue, 38th Floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
1.994 |
$151M |
|
https://www.linkedin.com/company/douglas-c-lane-&-associates-inc-/ |
https://www.dclainc.com/Membership/Apps/v4DCLA_WF_App.aspx?ReturnURL=%2f#!/w/v4dclawfapp?s=v4graygencontent2holderapp |
Douglas C. Lane & Associates, LLC (DCLA®) is a registered investment advisory firm based in New York City. We manage approximately $6.3 billion of capital for our client base of high net worth families, trusts, pensions, endowments, foundations and institutions in 46 states and 16 countries around the world. |
|
| Douglass Winthrop Advisors, LLC |
Jay |
Winthrop |
Principal |
(212) 557-7680 |
WM |
jay@douglasswinthrop.com |
info@douglasswinthrop.com |
521 Fifth Avenue, 19th Floor |
New York |
NY |
10175 |
United States of America |
North America |
https://www.linkedin.com/in/jay-winthrop-5435595/ |
Long Equity |
2.000 |
$3.2B |
|
|
https://www.douglasswinthrop.com/ |
Douglass Winthrop is a New York City based SEC registered investment advisor. The firm manages more than $3.2 billion for individuals, families, trusts, and endowments. Douglass Winthrop is owned by its principals and a small group of investors.We manage long-only equity and balanced accounts that are customized to the individual needs, objectives and risk tolerance of each client. We offer wealth management advice to clients when relevant. Our fee structure is simple and fair, keeping our goals aligned with those of our clients at all times. Our primary objective is to grow and preserve our clients' capital.
We believe long term ownership of high quality stocks and bonds is the best strategy for compounding and preserving wealth. Our portfolios typically have 25 to 30 stocks with an average holding period of three to five years. In balanced portfolios, we invest in high quality corporate, municipal and agency bonds. |
|
| Dowling & Yahnke, LLC |
Dale |
Yahnke |
CEO, Founding Partner |
(858) 509-9500 |
WM |
dale.yahnke@dywealth.com |
info@dywealth.com |
12265 El Camino Real, Suite 300 |
San Diego |
CA |
92130 |
United States of America |
North America |
https://www.linkedin.com/in/daleyahnke/ |
|
1.991 |
$2,906 million |
|
https://www.linkedin.com/company/dywealth |
https://www.dywealth.com/ |
Dowling & Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. |
|
| Dowling & Yahnke, LLC |
William |
Beamer |
President, Chief Investment Officer, Partner |
(858) 509-9500 |
WM |
will.beamer@dywealth.com |
info@dywealth.com |
12265 El Camino Real, Suite 300 |
San Diego |
CA |
92130 |
United States of America |
North America |
https://www.linkedin.com/in/willbeamer/ |
|
1.991 |
$2,906 million |
|
https://www.linkedin.com/company/dywealth |
https://www.dywealth.com/ |
Dowling & Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. |
|
| Dowling & Yahnke, LLC |
Mark |
Munoz |
COO, Partner |
(858) 509-9500 |
WM |
mark.munoz@dywealth.com |
info@dywealth.com |
12340 El Camino Real Suite 450 |
San Diego |
CA |
92130 |
United States of America |
North America |
https://www.linkedin.com/in/markjmunoz/ |
|
1.991 |
$2,906 million |
|
https://www.linkedin.com/company/dywealth |
https://www.dywealth.com/ |
Dowling & Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. |
|
| DPG Investments |
Jerry |
Hudspeth |
Managing Director |
|
WM |
jerry@dpginvestments.com |
|
2705 S. Alma School Road Suite 2 |
Chandler |
AZ |
85286 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/dpg-investments/ |
https://dpginvestments.com/ |
DPG maintains sophisticated investment strategies with a goal of achieving attractive, risk-adjusted rates of return. DPG specializes in a full spectrum of nontraditional, alternative investment vehicles including real estate, energy related investments and management, venture capital, corporate private equity, and select fund to fund allocations. DPG’s range of objectives from diversification, to preservation of capital, to long-term performance allows it to achieve consistent, absolute returns that are uncorrelated to global equity and bond markets. DPG maintains a risk management framework, allowing full modeling and unified risk management. |
|
| DPG Investments |
Joe |
Joseph |
Managing Director of Real Estate Finance |
|
WM |
joe@dpginvestments.com |
|
2705 S. Alma School Road Suite 2 |
Chandler |
AZ |
85286 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/dpg-investments/ |
https://dpginvestments.com/ |
DPG maintains sophisticated investment strategies with a goal of achieving attractive, risk-adjusted rates of return. DPG specializes in a full spectrum of nontraditional, alternative investment vehicles including real estate, energy related investments and management, venture capital, corporate private equity, and select fund to fund allocations. DPG’s range of objectives from diversification, to preservation of capital, to long-term performance allows it to achieve consistent, absolute returns that are uncorrelated to global equity and bond markets. DPG maintains a risk management framework, allowing full modeling and unified risk management. |
|
| Droms Strauss Wealth Management |
Steve |
Strauss |
Chairman & President |
(314) 862-9100 |
WM |
steve@droms-strauss.com |
info@droms-strauss.com |
501 N Lindbergh Blvd |
Creve Coeur |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/steve-strauss-cpa-pfs-3842818/ |
|
1.994 |
$300 million |
|
https://www.linkedin.com/company/droms-strauss-advisors |
http://www.droms-strauss.com/ |
Droms Strauss Wealth Management brings institutional-quality investment management and the highest level of professional financial planning services to successful business owners, individuals and their families. |
|
| Droms Strauss Wealth Management |
Anthony |
Gennaoui |
Vice President |
(314) 862-9100 |
WM |
anthony@droms-strauss.com |
info@droms-strauss.com |
501 N Lindbergh Blvd |
Creve Coeur |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/anthonygennaoui/ |
|
1.994 |
$300 million |
|
https://www.linkedin.com/company/droms-strauss-advisors |
http://www.droms-strauss.com/ |
Droms Strauss Wealth Management brings institutional-quality investment management and the highest level of professional financial planning services to successful business owners, individuals and their families. |
|
| Drucker Wealth Management |
Lance |
Drucker |
President and CEO |
(212) 681-0459 |
WM |
lance@druckerwealth.com |
info@druckerwealth.com |
2 Park Avenue, Suite 300 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/lancedrucker/ |
|
1.959 |
|
|
https://www.linkedin.com/company/drucker-wealth-management/ |
http://www.druckerwealth.com/ |
Drucker Wealth Management is best known in New York as the premier firm specializing in guiding the financial affairs of women going through major life changes. Our clients are typically 55 years or older, and approximately 73% of our clientele are single women. Many of our female clients were introduced to Drucker Wealth when they found themselves confronting any number of life changes. |
|
| Drucker Wealth Management |
Kathleen |
Ritchie |
Director of Wealth Management |
(646) 432-7839 |
WM |
kitty@druckerwealth.com |
info@druckerwealth.com |
2 Park Avenue, Suite 300 |
New York |
NY |
10016 |
United States of America |
North America |
|
|
1.959 |
|
|
https://www.linkedin.com/company/drucker-wealth-management/ |
http://www.druckerwealth.com/ |
Drucker Wealth Management is best known in New York as the premier firm specializing in guiding the financial affairs of women going through major life changes. Our clients are typically 55 years or older, and approximately 73% of our clientele are single women. Many of our female clients were introduced to Drucker Wealth when they found themselves confronting any number of life changes. |
|
| Drucker Wealth Management |
Gideon |
Drucker |
Associate Wealth Manager / Chief of Staff |
(646) 647 - 2205 |
WM |
gideon@druckerwealth.com |
info@druckerwealth.com |
2 Park Avenue, Suite 300 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/gideondrucker/ |
|
1.959 |
|
|
https://www.linkedin.com/company/drucker-wealth-management/ |
http://www.druckerwealth.com/ |
Drucker Wealth Management is best known in New York as the premier firm specializing in guiding the financial affairs of women going through major life changes. Our clients are typically 55 years or older, and approximately 73% of our clientele are single women. Many of our female clients were introduced to Drucker Wealth when they found themselves confronting any number of life changes. |
|
| Drucker Wealth Management |
Neisy |
Arnez |
Director of Operation |
(646) 432-7821 |
WM |
neisy@druckerwealth.com |
info@druckerwealth.com |
2 Park Avenue, Suite 300 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/neisy-arnez-974b249/ |
|
1.959 |
|
|
https://www.linkedin.com/company/drucker-wealth-management/ |
http://www.druckerwealth.com/ |
Drucker Wealth Management is best known in New York as the premier firm specializing in guiding the financial affairs of women going through major life changes. Our clients are typically 55 years or older, and approximately 73% of our clientele are single women. Many of our female clients were introduced to Drucker Wealth when they found themselves confronting any number of life changes. |
|
| DT Investment Partners, LLC |
John |
Blair |
Managing Director of Client Relations & Marketing |
(484) 778-4425 |
WM |
jblair@dtinvestmentpartners.com |
|
1 Dickinson Drive Suite 103 |
Chadds Ford |
PA |
19317 |
United States of America |
North America |
https://www.linkedin.com/in/john-blair-80265711/ |
|
|
$494,281,056 |
|
https://www.linkedin.com/company/dt-investment-partners-llc |
http://www.dtinvestmentpartners.com/ |
A privately-owned, SEC registered investment advisor, DT Investment Partners, LLC provides institutional-quality investment management services to the financial advisor community and for the retail, high net worth, and small foundation and endowment marketplace. Our mission is to generate customized, client-focused investment solutions, deliver unparalleled service, and foster enduring client relationships. |
|
| DT Investment Partners, LLC |
Jonathan |
Smith |
CoFOunder, CEO, and Chief Investment Officer |
(484) 778-4425 |
WM |
jon@dtinvestmentpartners.com |
|
1 Dickinson Drive Suite 103 |
Chadds Ford |
PA |
19317 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-smith-cfa-cfp®-26a0a91b/ |
|
|
$494,281,056 |
|
https://www.linkedin.com/company/dt-investment-partners-llc |
http://www.dtinvestmentpartners.com/ |
A privately-owned, SEC registered investment advisor, DT Investment Partners, LLC provides institutional-quality investment management services to the financial advisor community and for the retail, high net worth, and small foundation and endowment marketplace. Our mission is to generate customized, client-focused investment solutions, deliver unparalleled service, and foster enduring client relationships. |
|
| DT Investment Partners, LLC |
Daniel |
Mullen |
Chief Compliance Officer |
(484) 778-4425 |
WM |
dmullen@dtinvestmentpartners.com |
|
1 Dickinson Drive Suite 103 |
Chadds Ford |
PA |
19317 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-mullen-4214b9a/ |
|
|
$494,281,056 |
|
https://www.linkedin.com/company/dt-investment-partners-llc |
http://www.dtinvestmentpartners.com/ |
A privately-owned, SEC registered investment advisor, DT Investment Partners, LLC provides institutional-quality investment management services to the financial advisor community and for the retail, high net worth, and small foundation and endowment marketplace. Our mission is to generate customized, client-focused investment solutions, deliver unparalleled service, and foster enduring client relationships. |
|
| DT Investment Partners, LLC |
Andrew |
Zimmerman |
CoFOunder and Chief Investment Strategist |
(484) 778-4425 |
WM |
azimmerman@dtinvestmentpartners.com |
|
1 Dickinson Drive Suite 103 |
Chadds Ford |
PA |
19317 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-zimmerman-83ab816/ |
|
|
$494,281,056 |
|
https://www.linkedin.com/company/dt-investment-partners-llc |
http://www.dtinvestmentpartners.com/ |
A privately-owned, SEC registered investment advisor, DT Investment Partners, LLC provides institutional-quality investment management services to the financial advisor community and for the retail, high net worth, and small foundation and endowment marketplace. Our mission is to generate customized, client-focused investment solutions, deliver unparalleled service, and foster enduring client relationships. |
|
| DTY Wealth Planning Solutions |
David |
Yu |
President and Wealth Advisor |
(954) 933-6565 |
WM |
david.t.yu@dtywealthplanningsolutions.com |
info@dtywealthplanningsolutions.com |
3343 West Commercial Boulevard Suite #107 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/davidtyu/ |
|
|
|
|
|
http://www.dtywealthplanningsolutions.com/ |
DTY Wealth Planning Solutions is an established, independent financial planning firm serving individuals, families and business owners throughout the United States. With nearly 12 years of experience, we have developed our business by maintaining the highest standards of ethics, integrity and professionalism in our relationships with our valued clients. As a diversified, client-centric wealth planning firm, we advise on a fiduciary level and offer a comprehensive range of financial services. Our customized and holistic financial plans are specific to each of our clients’ unique situations. |
|
| Duke Wealth Management |
Duke |
Tran |
President, Financial Advisor |
(214) 722-7515 |
WM |
duke@dukewealthmanagement.com |
info@dukewealthmanagement.com |
3838 Oak Lawn Avenue Suite 1000 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/duke-n-tran-8049313/ |
|
|
|
|
https://www.linkedin.com/company/duke-wealth-management/ |
http://dukewealthmanagement.com/ |
As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your expectations. We take pride in building long-term client relationships that evoke confidence and trust in our devotion to client goals and the knowledge and services we provide. |
|
| Duke Wealth Management |
Jessica |
Poe |
Director of Business Development |
(214) 722-7515 |
WM |
jessica@dukewealthmanagement.com |
info@dukewealthmanagement.com |
3838 Oak Lawn Avenue Suite 1000 |
Dallas |
TX |
75219 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/duke-wealth-management/ |
http://dukewealthmanagement.com/ |
As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your expectations. We take pride in building long-term client relationships that evoke confidence and trust in our devotion to client goals and the knowledge and services we provide. |
|
| Dukre Asset Management SA |
Roberto |
Falzoni |
Chief Executive Officer & Founder |
41 227 070 890 |
WM |
rfalzoni@dukream.ch |
|
50 Quai Gustave Ador |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/roberto-falzoni-54819829/ |
|
|
CHF 1.6B |
|
http://denarius.ch/ |
http://www.dukre.com/ |
Established in Geneva, we specialize in alternative investments and active risk management programs (currencies, equities, interest rates) for institutional and private clients. We also provide traditional private portfolio management services. |
|
| Dukre Asset Management SA |
Pierre |
Vassart |
Portfolio Manager - Institutional Clients |
41 227 070 890 |
WM |
pvassart@dukream.ch |
|
50 Quai Gustave Ador |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/pierre-vassart-2918a918/ |
|
|
CHF 1.6B |
|
http://denarius.ch/ |
http://www.dukre.com/ |
Established in Geneva, we specialize in alternative investments and active risk management programs (currencies, equities, interest rates) for institutional and private clients. We also provide traditional private portfolio management services. |
|
| Dumont and Blake Investment Advisors |
Adam |
Goldberg |
Managing Director |
(609) 514-1899 |
WM |
agoldberg@dumontandblake.com |
|
731 Alexander Road, Suite 301 |
Princeton |
NJ |
08540 |
United States of America |
North America |
|
|
|
$275M |
https://www.linkedin.com/company/dumontandblake/ |
https://www.linkedin.com/company/dumontandblake/ |
https://dumontandblake.com/ |
Dumont & Blake Investment Advisors delivers peace-of-mind financial solutions. We have been in the Financial Advisory business for decades and currently manage more than $275 Million in client assets. Our investor clients receive a custom-tailored and intelligently balanced portfolio of Stocks, Bonds and ETFs so that their wealth is preserved, assets grow over time, and they have plenty of money for retirement. |
|
| Dunham Wealth Management |
Bruce |
Dunham |
VP, Wealth Management |
(817) 310-7886 |
WM |
Bruce.Dunham@RaymondJames.com |
|
1130 N Carroll Ave., Suite 100 |
Southlake |
TX |
76092-5327 |
United States of America |
North America |
https://www.linkedin.com/in/brucedunham1/ |
|
|
|
|
|
https://www.raymondjames.com/dunhamwealthmanagement |
Dunham Wealth Management of Raymond James provides individuals and families with the guidance necessary to accomplish their financial goals. Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance. |
|
| Dunham Wealth Management |
Kyle |
Dunham |
Financial Advisor |
(817) 310-7880 |
WM |
Kyle.Dunham@RaymondJames.com |
|
1130 N Carroll Ave., Suite 100 |
Southlake |
TX |
76092-5327 |
United States of America |
North America |
https://www.linkedin.com/in/kyledunham82/ |
|
|
|
|
|
https://www.raymondjames.com/dunhamwealthmanagement |
Dunham Wealth Management of Raymond James provides individuals and families with the guidance necessary to accomplish their financial goals. Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance. |
|
| Dunham Wealth Management |
Bonnie |
Perkins |
Senior Registered Client Service Associate |
(817) 310-7885 |
WM |
Bonnie.Perkins@RaymondJames.com |
|
1130 N Carroll Ave., Suite 100 |
Southlake |
TX |
76092-5327 |
United States of America |
North America |
|
|
|
|
|
|
https://www.raymondjames.com/dunhamwealthmanagement |
Dunham Wealth Management of Raymond James provides individuals and families with the guidance necessary to accomplish their financial goals. Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance. |
|
| Duphiney Financial Network |
Gerard |
Duphiney |
Managing Partner |
(973) 627-6500 |
WM |
gerard@duphineyfinancial.com |
info@duphineyfinancial.com |
145 Diamond Spring Road |
Denville |
NJ |
07834 |
United States of America |
North America |
https://www.linkedin.com/in/gerard-duphiney-064b292/ |
|
2.008 |
|
|
|
https://www.duphineyfinancial.com/ |
At Duphiney Financial Network, we are committed to assisting individuals, families, and business owners in all aspects of their financial lives, from growing their family to retiring to leaving a legacy for the next generation. As a family-run firm, we deeply value the relationships we form with our clients and their families, often working with them through multiple generations. Offering comprehensive wealth management and financial planning services, we strive to help create financial stability and security, assisting clients in the pursuit of financial independence. Based in Denville, New Jersey, we work with clients throughout our community, the state, and across the country in more than 30 states. We look forward to working with you through the many stages of your life. |
|
| Duphiney Financial Network |
Glenn |
Duphiney |
Managing Partner |
(973) 627-6500 |
WM |
glenn@duphineyfinancial.com |
info@duphineyfinancial.com |
145 Diamond Spring Road |
Denville |
NJ |
07834 |
United States of America |
North America |
https://www.linkedin.com/in/glenn-duphiney-864670/ |
|
2.008 |
|
|
|
https://www.duphineyfinancial.com/ |
At Duphiney Financial Network, we are committed to assisting individuals, families, and business owners in all aspects of their financial lives, from growing their family to retiring to leaving a legacy for the next generation. As a family-run firm, we deeply value the relationships we form with our clients and their families, often working with them through multiple generations. Offering comprehensive wealth management and financial planning services, we strive to help create financial stability and security, assisting clients in the pursuit of financial independence. Based in Denville, New Jersey, we work with clients throughout our community, the state, and across the country in more than 30 states. We look forward to working with you through the many stages of your life. |
|
| Duphiney Financial Network |
Denise |
Gutheil |
Administrative Associate |
(973) 627-6500 |
WM |
denise@duphineyfinancial.com |
info@duphineyfinancial.com |
145 Diamond Spring Road |
Denville |
NJ |
07834 |
United States of America |
North America |
|
|
2.008 |
|
|
|
https://www.duphineyfinancial.com/ |
At Duphiney Financial Network, we are committed to assisting individuals, families, and business owners in all aspects of their financial lives, from growing their family to retiring to leaving a legacy for the next generation. As a family-run firm, we deeply value the relationships we form with our clients and their families, often working with them through multiple generations. Offering comprehensive wealth management and financial planning services, we strive to help create financial stability and security, assisting clients in the pursuit of financial independence. Based in Denville, New Jersey, we work with clients throughout our community, the state, and across the country in more than 30 states. We look forward to working with you through the many stages of your life. |
|
| Duphiney Financial Network |
Jodi |
Monte |
Branch Operations Manager |
(973) 627-6500 |
WM |
jodi@duphineyfinancial.com |
info@duphineyfinancial.com |
145 Diamond Spring Road |
Denville |
NJ |
07834 |
United States of America |
North America |
|
|
2.008 |
|
|
|
https://www.duphineyfinancial.com/ |
At Duphiney Financial Network, we are committed to assisting individuals, families, and business owners in all aspects of their financial lives, from growing their family to retiring to leaving a legacy for the next generation. As a family-run firm, we deeply value the relationships we form with our clients and their families, often working with them through multiple generations. Offering comprehensive wealth management and financial planning services, we strive to help create financial stability and security, assisting clients in the pursuit of financial independence. Based in Denville, New Jersey, we work with clients throughout our community, the state, and across the country in more than 30 states. We look forward to working with you through the many stages of your life. |
|
| Durand & Gallentine Investment Management Group |
Frank |
Durand |
Senior Financial Advisor |
(239) 277-1793 |
WM |
f.durand@wfafinet.com |
|
5249 Summerlin Commons Blvd., Suite 200 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/frank-durand-8571a729/ |
|
2.009 |
|
|
|
https://fa.wellsfargoadvisors.com/durand-gallentine/ |
Whether you are opening your first investment account or have a desire to create a more sophisticated wealth management plan, you will be pleased with the highly personalized attention received throughout the investment process at Durand & Gallentine Investment Management Group. We hope your visit will help understand the opportunities and potential rewards that become available as you take a proactive approach to your personal financial situation. Our goal is to provide personalized investment planning that enriches your life. With over 60 years combined experience supported by the vast resources of the Wells Fargo Advisors Financial Network, you will see the value of working with us to pursue your financial goals. |
|
| Durand & Gallentine Investment Management Group |
David |
Gallentine |
Senior Financial Advisor / Branch Manager |
(239) 277-1793 |
WM |
d.gallentine@wfafinet.com |
|
5249 Summerlin Commons Blvd., Suite 200 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/david-b-gallentine-cfp®-clu®-65071b20/ |
|
2.009 |
|
|
|
https://fa.wellsfargoadvisors.com/durand-gallentine/ |
Whether you are opening your first investment account or have a desire to create a more sophisticated wealth management plan, you will be pleased with the highly personalized attention received throughout the investment process at Durand & Gallentine Investment Management Group. We hope your visit will help understand the opportunities and potential rewards that become available as you take a proactive approach to your personal financial situation. Our goal is to provide personalized investment planning that enriches your life. With over 60 years combined experience supported by the vast resources of the Wells Fargo Advisors Financial Network, you will see the value of working with us to pursue your financial goals. |
|
| Durand & Gallentine Investment Management Group |
Mona |
Voignier |
Senior Administrative Assistant |
(239) 277-1793 |
WM |
m.voignier@wfafinet.com |
|
5249 Summerlin Commons Blvd., Suite 200 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
|
|
2.009 |
|
|
|
https://fa.wellsfargoadvisors.com/durand-gallentine/ |
Whether you are opening your first investment account or have a desire to create a more sophisticated wealth management plan, you will be pleased with the highly personalized attention received throughout the investment process at Durand & Gallentine Investment Management Group. We hope your visit will help understand the opportunities and potential rewards that become available as you take a proactive approach to your personal financial situation. Our goal is to provide personalized investment planning that enriches your life. With over 60 years combined experience supported by the vast resources of the Wells Fargo Advisors Financial Network, you will see the value of working with us to pursue your financial goals. |
|
| Durbin Bennett - Private Wealth Management, LLC |
Matthew |
Jachimiak |
Partner, Chief Investment Officer |
(512) 610-6930 |
WM |
|
info@durbinbennettwealth.com |
1601 S. MoPac Expy, Suite 125D |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/mattjachimiak/ |
|
2.001 |
$866M |
|
https://www.linkedin.com/company/durbin-bennett-private-wealth-management-llc/ |
http://www.durbinbennettwealth.com/ |
Durbin Bennett | Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth planning to successful entrepreneurs, high net worth families, and institutions. Simply put, we function as our client’s trusted advisor. |
|
| Dynamic Wealth Advisors |
Jim |
Cannon |
Founder & CEO |
(480) 719-8090 |
WM |
jcannon@dwaria.com |
joinus@dynamicwealthadvisors.com |
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/jimcannondwa/ |
|
|
|
|
|
https://www.dynamicwealthadvisors.com/ |
Dynamic Wealth Advisors was founded on the principle of advisor independence. Each of the firm’s leaders has a deep background and understanding of the independent advice business and the core success factors necessary for advisors to thrive in an independent advisory practice. Our collaborative, open book style enables us to share and leverage firm and advisor experience and best practices to promote high levels of advisor achievement and success. |
|
| Dynamic Wealth Advisors |
Craig |
Morningstar |
COO |
(877) 257-3840 ext560 |
WM |
craigmorningstar@dynamicwealthadvisors.com |
joinus@dynamicwealthadvisors.com |
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/craig-morningstar-461a0b3/ |
|
|
|
|
|
https://www.dynamicwealthadvisors.com/ |
Dynamic Wealth Advisors was founded on the principle of advisor independence. Each of the firm’s leaders has a deep background and understanding of the independent advice business and the core success factors necessary for advisors to thrive in an independent advisory practice. Our collaborative, open book style enables us to share and leverage firm and advisor experience and best practices to promote high levels of advisor achievement and success. |
|
| Dynamic Wealth Advisors |
Jim |
Palumbo |
Principal & Chief Development Officer |
|
WM |
joinus@dynamicwealthadvisors.com |
joinus@dynamicwealthadvisors.com |
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
|
|
|
|
https://www.dynamicwealthadvisors.com/ |
Dynamic Wealth Advisors was founded on the principle of advisor independence. Each of the firm’s leaders has a deep background and understanding of the independent advice business and the core success factors necessary for advisors to thrive in an independent advisory practice. Our collaborative, open book style enables us to share and leverage firm and advisor experience and best practices to promote high levels of advisor achievement and success. |
|
| Dynamic Wealth Advisors |
Cherie |
Jolly |
Chief Compliance Officer |
(877) 257-3840 x720 |
WM |
cherie.jolly@dwaria.com |
joinus@dynamicwealthadvisors.com |
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/cherie-jolly-iaccp-6b297512/ |
|
|
|
|
|
https://www.dynamicwealthadvisors.com/ |
Dynamic Wealth Advisors was founded on the principle of advisor independence. Each of the firm’s leaders has a deep background and understanding of the independent advice business and the core success factors necessary for advisors to thrive in an independent advisory practice. Our collaborative, open book style enables us to share and leverage firm and advisor experience and best practices to promote high levels of advisor achievement and success. |
|
| Dynasty Financial Partners |
Shirl |
Penney |
President & CEO |
(212) 373-1000 |
WM |
shirlpenney@dynastyfinancialpartners.com |
|
200 Central Avenue, 15th Floor |
St Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/shirlpenney/ |
|
2.010 |
$40B |
|
https://www.linkedin.com/company/dynasty-financial-partners/ |
https://dynastyfinancialpartners.com/ |
Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients. |
|
| Dynasty Financial Partners |
Edward |
Swenson |
Co-Founder, Chief Operating Officer |
(212) 373-1000 |
WM |
edswenson@dynastyfinancialpartners.com |
|
200 Central Avenue, 15th Floor |
St Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/edswenson/ |
|
2.010 |
$40B |
info@advisorservicesexchange.com |
https://www.advisorservicesexchange.com/ |
https://dynastyfinancialpartners.com/ |
Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients. |
|
| Dynasty Financial Partners |
Justin |
Weinkle |
Chief Financial Officer |
(212) 373-1000 |
WM |
jweinkle@dynastyfp.com |
|
200 Central Avenue, 15th Floor |
St Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/jweinkle/ |
|
2.010 |
$40B |
|
https://www.linkedin.com/company/dynasty-financial-partners/ |
https://dynastyfinancialpartners.com/ |
Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients. |
|
| Dynasty Financial Partners |
Gordon |
Abel |
Chief Marketing Officer |
(212) 373-1000 |
WM |
gabel@dynastyfp.com |
|
200 Central Avenue, 15th Floor |
St Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/gordyabel/ |
|
2.010 |
$40B |
|
https://www.linkedin.com/company/dynasty-financial-partners/ |
https://dynastyfinancialpartners.com/ |
Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients. |
|
| Dynasty Financial Partners |
Nick |
Gerace |
Senior Vice President, Investments |
(212) 373-1000 |
WM |
ngerace@dynastyfp.com |
|
200 Central Avenue, 15th Floor |
St Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/nick-gerace-87644859/ |
|
2.010 |
$40B |
|
https://www.linkedin.com/company/dynasty-financial-partners/ |
https://dynastyfinancialpartners.com/ |
Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients. |
|
| Dynasty Financial Partners |
Marcus |
Wilson |
Senior Vice President, Investment Platforms Management |
(212) 373-1000 |
WM |
marcuswilson@dynastyfinancialpartners.com |
|
200 Central Avenue, 15th Floor |
St Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/marcuswilson11/ |
|
2.010 |
$40B |
|
https://www.linkedin.com/company/dynasty-financial-partners/ |
https://dynastyfinancialpartners.com/ |
Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients. |
|
| E3 Financial Planning |
Andrea |
Stackland-Winterer |
CEO & Financial Planner |
(339) 225-4045, Direct: (781) 343-8010 |
WM |
andrea@e-3-fp.com |
jen@e-3-fp.com |
175 Highland Ave., Suite 304 |
Needham |
MA |
02494 |
United States of America |
North America |
https://www.linkedin.com/in/andrea-stackland-winterer-cfp®-cltc-4164652/ |
|
2.009 |
|
|
|
http://www.e3financialplanning.com/ |
E3 is an independent wealth management firm based in Needham, Massachusetts. With us, making a sound financial plan is simple. Through education, personalized guidance, and proven practices, we’ve helped countless individuals realize their visions for the future. Our mission is to make financial planning simple. In light of the challenges you face today and the goals you have for tomorrow, we help you make personalized, reliable, successful investments. As seasoned independent advisors, we use practices that serve your best interests. Above all, we strive to take the mystery out of wealth management so that you understand and feel confident in every decision we make together. Envision and realize your bright financial future, with E3. |
|
| EA Wealth Management |
Ekua |
Anyanful |
CEO |
(888) 539-4470 |
WM |
eanyanful@eawealthmanagement.com |
|
4724 Poplar Ridge Dr |
Fort Worth |
TX |
76123 |
United States of America |
North America |
https://www.linkedin.com/in/ekuaanyanful/ |
|
|
|
|
|
http://www.eawealthmanagement.com/ |
EA Wealth Management- Company provides comprehensive financial planning and investment advisory services to individual investors and private businesses. |
|
| Eagle Wealth Strategies |
Paul |
Tully |
Registered Principal, Financial Advisor |
(856) 845-4005 |
WM |
paul.tully@eaglewealthstrategies.com |
|
877 Kings Hwy., Suite 300 |
West Deptford |
NJ |
08096-3167 |
United States of America |
North America |
https://www.linkedin.com/in/pauljtully/ |
|
1.989 |
|
|
|
https://www.eaglewealthstrategies.com/ |
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you. |
|
| Eagle Wealth Strategies |
Steffanie |
Lerch |
Financial Advisor |
(856) 845-4005 |
WM |
Steffanie.Lerch@eaglewealthstrategies.com |
|
877 Kings Hwy., Suite 300 |
West Deptford |
NJ |
08096-3167 |
United States of America |
North America |
https://www.linkedin.com/in/steffanielerch/ |
|
1.989 |
|
|
|
https://www.eaglewealthstrategies.com/ |
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you. |
|
| Eagle Wealth Strategies |
Christopher |
Tully |
Financial Advisor, Branch Manager |
(856) 845-4005 |
WM |
Christopher.Tully@eaglewealthstrategies.com |
|
877 Kings Hwy., Suite 300 |
West Deptford |
NJ |
08096-3167 |
United States of America |
North America |
https://www.linkedin.com/in/christopherttully/ |
|
1.989 |
|
|
|
https://www.eaglewealthstrategies.com/ |
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you. |
|
| Eagle Wealth Strategies |
Jessica |
Ortega |
Financial Advisor |
(856) 845-4005 |
WM |
Jessica.Ortega@eaglewealthstrategies.com |
|
877 Kings Hwy., Suite 300 |
West Deptford |
NJ |
08096-3167 |
United States of America |
North America |
https://www.linkedin.com/in/jessicalortega/ |
|
1.989 |
|
|
|
https://www.eaglewealthstrategies.com/ |
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you. |
|
| Eagle Wealth Strategies |
Anthony |
Panto |
Registered Principal, Financial Advisor |
(856) 845-4005 |
WM |
Anthony.panto@eaglewealthstrategies.com |
|
877 Kings Hwy., Suite 300 |
West Deptford |
NJ |
08096-3167 |
United States of America |
North America |
https://www.linkedin.com/in/anthonypanto/ |
|
1.989 |
|
|
|
https://www.eaglewealthstrategies.com/ |
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you. |
|
| Eagle Wealth Strategies |
Melissa |
Phillips |
Operations Manager |
(856) 845-4005 |
WM |
Melissa.phillips@eaglewealthstrategies.com |
|
877 Kings Hwy., Suite 300 |
West Deptford |
NJ |
08096-3167 |
United States of America |
North America |
https://www.linkedin.com/in/melissa-phillips-0b857340/ |
|
1.989 |
|
|
|
https://www.eaglewealthstrategies.com/ |
At Eagle Wealth Strategies, our team brings experience to all aspects of your financial life – simplifying the complicated, dispelling the confusion and striving to bring unprecedented clarity to the pursuit of your goals, from building an investment portfolio to retirement income streams. Above all, we bring an extraordinary level of attention and dedication that lets you know we’re always looking out for you. |
|
| East Coast Asset Management, LLC |
Christopher |
Begg |
CEO and Chief Investment Officer, CoFounder |
(978) 801-0862 |
WM |
cbegg@eastcoastasset.com |
info@eastcoastasset.com |
16 Martin St |
Essex |
MA |
01929 |
United States of America |
North America |
https://www.linkedin.com/in/christopherbegg/ |
|
|
$377,388,412 |
|
https://www.linkedin.com/company/east-coast-asset-management |
http://www.eastcoastasset.com |
East Coast Asset Management was founded with the mission of providing best in class investment management and wealth management services to a select group of high net worth individuals, families, foundations and endowments that are looking for unbiased advice, full transparency, a customized portfolio strategy while utilizing an open-architecture approach.. |
|
| East Coast Asset Management, LLC |
Benjamin |
Favazza |
Wealth Advisor and Principal, CoFounder |
(978) 801-0860 |
WM |
bfavazza@eastcoastasset.com |
info@eastcoastasset.com |
16 Martin St |
Essex |
MA |
01929 |
United States of America |
North America |
https://www.linkedin.com/in/bfavazza/ |
|
|
$377,388,412 |
|
https://www.linkedin.com/company/east-coast-asset-management |
http://www.eastcoastasset.com |
East Coast Asset Management was founded with the mission of providing best in class investment management and wealth management services to a select group of high net worth individuals, families, foundations and endowments that are looking for unbiased advice, full transparency, a customized portfolio strategy while utilizing an open-architecture approach.. |
|
| East Coast Asset Management, LLC |
David |
Lemons |
Senior Managing Director |
(978) 801-0860 |
WM |
dlemons@eastcoastasset.com |
info@eastcoastasset.com |
16 Martin St |
Essex |
MA |
01929 |
United States of America |
North America |
https://www.linkedin.com/in/david-w-lemons-cfa-7489583/ |
|
|
$377,388,412 |
|
https://www.linkedin.com/company/east-coast-asset-management |
http://www.eastcoastasset.com |
East Coast Asset Management was founded with the mission of providing best in class investment management and wealth management services to a select group of high net worth individuals, families, foundations and endowments that are looking for unbiased advice, full transparency, a customized portfolio strategy while utilizing an open-architecture approach.. |
|
| East Coast Asset Management, LLC |
Michael |
Connolly |
Senior Managing Director |
(978) 801-0860 |
WM |
mconnolly@eastcoastasset.com |
info@eastcoastasset.com |
16 Martin St |
Essex |
MA |
01929 |
United States of America |
North America |
https://www.linkedin.com/in/michaelconnolly970/ |
|
|
$377,388,412 |
|
https://www.linkedin.com/company/east-coast-asset-management |
http://www.eastcoastasset.com |
East Coast Asset Management was founded with the mission of providing best in class investment management and wealth management services to a select group of high net worth individuals, families, foundations and endowments that are looking for unbiased advice, full transparency, a customized portfolio strategy while utilizing an open-architecture approach.. |
|
| East Coast Wealth Management, Inc. |
Robert |
Mastrandrea |
Founder, CEO |
(973) 396-8626 |
WM |
rob@eastcoastwealth.com |
|
220 Ridgedale Ave., Suite A3 |
Florham Park |
NJ |
07932 |
United States of America |
North America |
https://www.linkedin.com/in/robert-mastrandrea-a94bbb9/ |
|
2.005 |
|
|
|
https://www.eastcoastwealth.com/ |
ECWM offers Investment Management Services, Comprehensive Financial Planning and Wealth Management Solutions. Services provided by ECWM consist of over 37 years of collective experience in the securities brokerage, insurance, estate and tax planning. Utilizing an open architecture platform, the Firm is capable of delivering total Wealth Management solutions to the client. With a solid emphasis on increasing net worth, optimizing tax situations, managing client portfolios on a total return basis and implementing viable risk management solutions, clients can achieve this by leveraging the ECWM platform. Our goal is to be client’s exclusive Wealth Adviser. |
|
| East Coast Wealth Management, Inc. |
Gregory |
Mastrandrea |
Investment Advisor |
(973) 396-8626 |
WM |
greg@eastcoastwealth.com |
|
220 Ridgedale Ave., Suite A3 |
Florham Park |
NJ |
07932 |
United States of America |
North America |
https://www.linkedin.com/in/greg-mastrandrea-b66a289/ |
|
2.005 |
|
|
|
https://www.eastcoastwealth.com/ |
ECWM offers Investment Management Services, Comprehensive Financial Planning and Wealth Management Solutions. Services provided by ECWM consist of over 37 years of collective experience in the securities brokerage, insurance, estate and tax planning. Utilizing an open architecture platform, the Firm is capable of delivering total Wealth Management solutions to the client. With a solid emphasis on increasing net worth, optimizing tax situations, managing client portfolios on a total return basis and implementing viable risk management solutions, clients can achieve this by leveraging the ECWM platform. Our goal is to be client’s exclusive Wealth Adviser. |
|
| East Idaho Wealth Management |
Adam |
Serr |
Wealth Advisor - Program Manager |
(208) 535-2817 |
WM |
adam.serr@lpl.com |
eastidahoinvestments@lpl.com |
865 South Woodruff Avenue |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/adam-serr-96793b180/ |
|
|
|
|
https://www.linkedin.com/company/east-idaho-wealth-management/ |
https://www.eastidahowealthmanagement.com/ |
At East Idaho Wealth Management, striving to meet all of our clients' needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services.
When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.
The most appropriate strategies for you may also depend on your personal investment profile:
* your comfort with risk,
* your investment experience,
* your time-frame,
* the amount of your investment,
* your ultimate objectives |
|
| East Idaho Wealth Management |
Shayla |
Kelley |
Wealth Advisor |
(208) 535-2817 |
WM |
Shayla.Kelley@lpl.com |
eastidahoinvestments@lpl.com |
865 South Woodruff Avenue |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/shayla-kelley-1752b1156/ |
|
|
|
|
https://www.linkedin.com/company/east-idaho-wealth-management/ |
https://www.eastidahowealthmanagement.com/ |
At East Idaho Wealth Management, striving to meet all of our clients' needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services.
When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.
The most appropriate strategies for you may also depend on your personal investment profile:
* your comfort with risk,
* your investment experience,
* your time-frame,
* the amount of your investment,
* your ultimate objectives |
|
| East Idaho Wealth Management |
Kristin |
Bergeson |
LPL Registered Sales Assistant |
(208) 535-2817 |
WM |
Kristin.Bergeson@LPL.com |
eastidahoinvestments@lpl.com |
865 South Woodruff Avenue |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-bergeson-a670191b3/ |
|
|
|
|
https://www.linkedin.com/company/east-idaho-wealth-management/ |
https://www.eastidahowealthmanagement.com/ |
At East Idaho Wealth Management, striving to meet all of our clients' needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services.
When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.
The most appropriate strategies for you may also depend on your personal investment profile:
* your comfort with risk,
* your investment experience,
* your time-frame,
* the amount of your investment,
* your ultimate objectives |
|
| East Idaho Wealth Management |
Sam |
Gardner |
Wealth Advisor |
(208) 535-2817 |
WM |
samuel.gardner@lpl.com |
eastidahoinvestments@lpl.com |
865 South Woodruff Avenue |
Idaho Falls |
ID |
83401 |
United States of America |
North America |
https://www.linkedin.com/in/samuelgardner-eiwm/ |
|
|
|
|
https://www.linkedin.com/company/east-idaho-wealth-management/ |
https://www.eastidahowealthmanagement.com/ |
At East Idaho Wealth Management, striving to meet all of our clients' needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services.
When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.
The most appropriate strategies for you may also depend on your personal investment profile:
* your comfort with risk,
* your investment experience,
* your time-frame,
* the amount of your investment,
* your ultimate objectives |
|
| Eaton-Cambridge Inc. |
Robert "Bob" |
Korljan |
Partner / President |
Direct: (480) 385-7391, Mobile: (602) 717-9129 |
WM |
bob@eatoncambridge.com |
|
5090 N. 40th Street, Suite 205 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/robertkorljan/ |
|
1.998 |
|
|
https://www.linkedin.com/company/eaton-cambridge-inc-/ |
https://www.eatoncambridge.com/ |
At Eaton-Cambridge, one of our core values is "Partnership". That means we partner with every client in building a bright and confident financial future. But, it goes beyond that. We pride ourselves in the fact that we serve our clients holistically; partnering across the firm and alongside our clients and their outside professionals to assure an integrated approach. Comprehensive, holistic Wealth Management. |
|
| Eaton-Cambridge Inc. |
Marc |
Giannone |
CEO / Wealth Management Partner |
(480) 385-7392 |
WM |
marc@eatoncambridge.com |
|
5090 N. 40th Street, Suite 205 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/marc-giannone-cfp®-ricp®-417a037/ |
|
1.998 |
|
|
https://www.linkedin.com/company/eaton-cambridge-inc-/ |
https://www.eatoncambridge.com/ |
At Eaton-Cambridge, one of our core values is "Partnership". That means we partner with every client in building a bright and confident financial future. But, it goes beyond that. We pride ourselves in the fact that we serve our clients holistically; partnering across the firm and alongside our clients and their outside professionals to assure an integrated approach. Comprehensive, holistic Wealth Management. |
|
| Eaton-Cambridge Inc. |
Damian |
Goodhand |
Director of Operations and Client Services |
(480) 385-7393 |
WM |
damian@eatoncambridge.com |
|
5090 N. 40th Street, Suite 205 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/damiangoodhand/ |
|
1.998 |
|
|
https://www.linkedin.com/company/eaton-cambridge-inc-/ |
https://www.eatoncambridge.com/ |
At Eaton-Cambridge, one of our core values is "Partnership". That means we partner with every client in building a bright and confident financial future. But, it goes beyond that. We pride ourselves in the fact that we serve our clients holistically; partnering across the firm and alongside our clients and their outside professionals to assure an integrated approach. Comprehensive, holistic Wealth Management. |
|
| Echelon Investment Management |
James |
Mathis |
Managing Partner |
(214) 232-5974 |
WM |
jmathis@echelonim.com |
|
2828 Harwood Street, Suite 1700 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/jamestmathis/ |
|
2.011 |
$344 million |
|
https://www.linkedin.com/company/echelon-investment-management/ |
http://echelonim.com/ |
Echelon Investment Management provides customized client investment counsel, based on our client’s business, wealth and retirement goals. |
|
| Echelon Investment Management |
Jim |
Tindall |
Managing Partner |
(214) 232-5974 |
WM |
jtindall@echelonim.com |
|
2828 Harwood Street, Suite 1700 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/james-tindall-269849147/ |
|
2.011 |
$344 million |
|
https://www.linkedin.com/company/echelon-investment-management/ |
http://echelonim.com/ |
Echelon Investment Management provides customized client investment counsel, based on our client’s business, wealth and retirement goals. |
|
| Echelon Wealth Partners |
Joe |
Oliver |
Chairman |
(416) 572-5523 |
WM |
joliver@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/joe-oliver-73b2674/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Echelon Wealth Partners |
David |
Cusson |
CEO |
(416) 572-5523 |
WM |
dcusson@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/davidcusson/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Echelon Wealth Partners |
Rob |
Furse |
President |
(416) 572-5523 |
WM |
rfurse@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/robfurse/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Echelon Wealth Partners |
Doug |
Glover |
COO and CFO |
(416) 572-5523 |
WM |
dglover@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/doug-glover-b58a14b/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Echelon Wealth Partners |
Dominic |
Chow |
Chief Strategy Officer |
(647) 484-7804 |
WM |
dchow@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/dominicchow/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Echelon Wealth Partners |
David |
Doritty |
Vice-Chairman |
(647) 484-7809 |
WM |
ddoritty@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/david-doritty-82519929/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Echelon Wealth Partners |
James |
Hunter |
Head of Wealth Management |
(416) 365-6484 |
WM |
jhunter@echelonpartners.com |
|
1 Adelaide Street East, Suite 2100 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/james-hunter-59bb851a/ |
|
2.010 |
|
|
https://www.linkedin.com/company/echelonwealth |
https://www.echelonpartners.com/ |
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton. |
|
| Eclectic Associates, Inc. |
Dave |
Little |
President |
(714) 738-0220 |
WM |
dave@eclecticassociates.com |
info@eclecticassociates.com |
1021 West Bastanchury, Suite 120 |
Fullerton |
CA |
92833 |
United States of America |
North America |
https://www.linkedin.com/in/dave-little-cfp®-cfa-a2953b90/ |
|
1.984 |
$686M |
|
https://www.linkedin.com/company/eclectic-associates-inc-/ |
https://www.eclecticassociates.com/ |
At Eclectic Associates, our goal is to provide comprehensive financial planning and investment management to help you feel confident about your money and your future. Based in Fullerton, California, we are a Registered Investment Advisor firm providing fee-only, fiduciary services.
As a fiduciary financial advisor, we don’t act in your best interest simply because we are legally obligated to. We do it because it is the right thing to do. |
|
| Eclectic Associates, Inc. |
Carl |
Lachman |
Vice President & Co-Owner |
(714) 738-0220 |
WM |
clachman@eclecticassociates.com |
info@eclecticassociates.com |
1021 West Bastanchury, Suite 120 |
Fullerton |
CA |
92833 |
United States of America |
North America |
https://www.linkedin.com/in/carl-lachman-cfp®-56379/ |
|
1.984 |
$686M |
|
https://www.linkedin.com/company/eclectic-associates-inc-/ |
https://www.eclecticassociates.com/ |
At Eclectic Associates, our goal is to provide comprehensive financial planning and investment management to help you feel confident about your money and your future. Based in Fullerton, California, we are a Registered Investment Advisor firm providing fee-only, fiduciary services.
As a fiduciary financial advisor, we don’t act in your best interest simply because we are legally obligated to. We do it because it is the right thing to do. |
|
| Edelman Wealth Management Group |
Scott |
Edelman |
Founder and President |
(215) 579-5601 |
WM |
scott@ewmginc.com |
info@ewmginc.com |
Heston Hall 1790 Yardley-Langhorne Road, Suite 202 |
Yardley |
PA |
19067 |
United States of America |
North America |
https://www.linkedin.com/in/scott-d-edelman-743a1913/ |
|
1.996 |
|
|
https://www.linkedin.com/company/edelman-insurance-management-group-llc/ |
https://www.edelmanwealthmanagement.com/ |
Scott D. Edelman is the founder of Edelman Wealth Management Group, Inc. and manage all aspects of wealth management and employee benefits. I provide products and services for investment management and estate conservation for his clientele of individuals, families, retirees and businesses. I have a strong commitment to giving quality advice and service and puts an emphasis on creating lasting relationships. I regard each client as a friend. |
|
| Edelweiss Global Wealth Management |
Nitin |
Jain |
CEO - Global Asset & Wealth Management |
91 1800 102 3335 |
WM |
nitin.jain@edelweissfin.com |
wealthassist@edelweissfin.com |
Edelweiss House, Off CST Road, Kalina |
Mumbai |
|
400 098 |
India |
Asia |
https://www.linkedin.com/in/nitin-jain-69873021/ |
|
1.995 |
|
|
https://www.linkedin.com/company/edelweissfin/ |
https://wealth.edelweiss.in |
strong client base is serviced through a network of over 450 offices, with over 10,000 employees. |
|
| Edelweiss Global Wealth Management |
Ashish |
Kehair |
Deputy CEO -Global Asset & Wealth Management |
91 1800 102 3335 |
WM |
ashish.kehair@edelweissfin.com |
wealthassist@edelweissfin.com |
Edelweiss House, Off CST Road, Kalina |
Mumbai |
|
400 098 |
India |
Asia |
https://www.linkedin.com/in/ashish-kehair-3670189/ |
|
1.995 |
|
|
https://www.linkedin.com/company/edelweissfin/ |
https://wealth.edelweiss.in |
strong client base is serviced through a network of over 450 offices, with over 10,000 employees. |
|
| Edelweiss Global Wealth Management |
Anshu |
Kapoor |
Head Private Wealth Management |
91 1800 102 3335 |
WM |
anshu.kapoor@edelweissfin.com |
wealthassist@edelweissfin.com |
Edelweiss House, Off CST Road, Kalina |
Mumbai |
|
400 098 |
India |
Asia |
https://www.linkedin.com/in/anshu-kapoor-49627b8/ |
|
1.995 |
|
|
https://www.linkedin.com/company/edelweissfin/ |
https://wealth.edelweiss.in |
strong client base is serviced through a network of over 450 offices, with over 10,000 employees. |
|
| Edelweiss Global Wealth Management |
Riyaz |
Marfatia |
Managing Partner |
91 1800 102 3335 |
WM |
riyaz.marfatia@edelweissfin.com |
wealthassist@edelweissfin.com |
Edelweiss House, Off CST Road, Kalina |
Mumbai |
|
400 098 |
India |
Asia |
https://www.linkedin.com/in/riyaz-marfatia-56a06036/ |
|
1.995 |
|
|
https://www.linkedin.com/company/edelweissfin/ |
https://wealth.edelweiss.in |
strong client base is serviced through a network of over 450 offices, with over 10,000 employees. |
|
| Edelweiss Global Wealth Management |
Alok |
Saigal |
Managing Partner |
91 1800 102 3335 |
WM |
alok.saigal@edelweissfin.com |
wealthassist@edelweissfin.com |
Edelweiss House, Off CST Road, Kalina |
Mumbai |
|
400 098 |
India |
Asia |
https://www.linkedin.com/in/aloksaigal1/ |
|
1.995 |
|
|
https://www.linkedin.com/company/edelweissfin/ |
https://wealth.edelweiss.in |
strong client base is serviced through a network of over 450 offices, with over 10,000 employees. |
|
| Edge Capital Partners |
Paul |
Robertson |
Partner - Senior Investment Advisor - Atlanta |
(404) 835-3280 |
WM |
probertson@edgecappartners.com |
info@edgecappartners.com |
1380 West Paces Ferry Road, Suite 1000 |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/paul-robertson-b553595/ |
|
2.006 |
$437M |
|
|
https://edgecappartners.com/ |
We founded Edge in 2006 on the premise that individuals, families, and institutions with significant wealth deserve serious, individualized attention. As an independently managed firm, our advice is always objective and we act in our clients’ best interests. This is a necessary and integral part of building the best customized and comprehensive solutions for our clients. We are committed to helping you reach your goals with tailored solutions that meet your needs. |
|
| Edge Capital Partners |
Paul |
Izlar |
Partner & Senior Investment Advisor |
(404) 890-7715 |
WM |
pi@edgecappartners.com |
info@edgecappartners.com |
1380 West Paces Ferry Road, Suite 1000 |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/paul-izlar-2627b66/ |
|
2.006 |
$437M |
|
|
https://edgecappartners.com/ |
We founded Edge in 2006 on the premise that individuals, families, and institutions with significant wealth deserve serious, individualized attention. As an independently managed firm, our advice is always objective and we act in our clients’ best interests. This is a necessary and integral part of building the best customized and comprehensive solutions for our clients. We are committed to helping you reach your goals with tailored solutions that meet your needs. |
|
| Edge Wealth Management, LLC |
Matthew |
Weinberg |
Principal |
(212) 682-0133 |
WM |
matthew.weinberg@edgewealth.com |
info@edgewealth.com |
805 3rd Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-weinberg-2a9a617/ |
|
2.006 |
|
|
https://www.linkedin.com/company/edge-wealth-management/ |
http://www.edgewealth.com/ |
Our philosophy at Edge demands extensive institutional and capital markets experience of our team. We have the investing expertise to be nimble and opportunistic, and to help identify potential pitfalls in the markets. We are not constrained by an asset allocation model or inflexible investment strategies. We have a team approach in laying out our investment process and strategy with a micro, sector and macro view on the markets and the economy.
As a wealth manager we also offer comprehensive financial planning as well as education, counsel and information about insurance and estate planning needs to our client base. These are important components of prudent long-term planning. |
|
| Edge Wealth Management, LLC |
Doug |
Spitz |
Principal |
(212) 682-0133 |
WM |
doug.spitz@edgewealth.com |
info@edgewealth.com |
805 3rd Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/doug-spitz-a4320593/ |
|
2.006 |
|
|
https://www.linkedin.com/company/edge-wealth-management/ |
http://www.edgewealth.com/ |
Our philosophy at Edge demands extensive institutional and capital markets experience of our team. We have the investing expertise to be nimble and opportunistic, and to help identify potential pitfalls in the markets. We are not constrained by an asset allocation model or inflexible investment strategies. We have a team approach in laying out our investment process and strategy with a micro, sector and macro view on the markets and the economy.
As a wealth manager we also offer comprehensive financial planning as well as education, counsel and information about insurance and estate planning needs to our client base. These are important components of prudent long-term planning. |
|
| Edgemoor Investment Advisors, Inc. |
Thomas |
Meehan |
President |
(301) 543-8881 |
WM |
tmeehan@edgemoorinv.com |
info@edgemoorinv.com |
7250 Woodmont Avenue, Suite 315 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/tom-meehan-78486417/ |
|
|
$830M |
|
|
http://www.edgemoorinv.com/ |
Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. We focus on long-term capital appreciation, preservation of capital, and income generation through the disciplined management of our clients’ portfolios. |
|
| Edgemoor Investment Advisors, Inc. |
Timothy |
Coughlin |
Managing Director |
(301) 543-8371 |
WM |
tcoughlin@edgemoorinv.com |
info@edgemoorinv.com |
7250 Woodmont Avenue, Suite 315 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-coughlin-46a78612/ |
|
|
$830M |
|
|
http://www.edgemoorinv.com/ |
Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. We focus on long-term capital appreciation, preservation of capital, and income generation through the disciplined management of our clients’ portfolios. |
|
| EdgePoint Wealth Management |
Zack |
Chetrat |
Partner |
(416) 963-4580 x292 |
WM |
chetrat@edgepointwealth.com |
info@edgepointwealth.com |
150 Bloor Street West, Suite 500 |
Toronto |
ON |
M5S 2X9 |
Canada |
North America |
https://www.linkedin.com/in/zackchetrat/ |
|
2.008 |
|
|
https://www.linkedin.com/company/edgepoint-wealth-management/ |
https://edgepointwealth.com |
EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be. |
|
| EdgePoint Wealth Management |
Tim |
Ng |
Partner |
(416) 963-9353 |
WM |
ng@edgepointwealth.com |
info@edgepointwealth.com |
150 Bloor Street West, Suite 500 |
Toronto |
ON |
M5S 2X9 |
Canada |
North America |
https://www.linkedin.com/in/tim-ng-67bb0031/ |
|
2.008 |
|
|
https://www.linkedin.com/company/edgepoint-wealth-management/ |
https://edgepointwealth.com |
EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be. |
|
| EdgePoint Wealth Management |
Daniela |
Orla |
Partner |
(416) 963-9353 |
WM |
orla@edgepointwealth.com |
info@edgepointwealth.com |
150 Bloor Street West, Suite 500 |
Toronto |
ON |
M5S 2X9 |
Canada |
North America |
https://www.linkedin.com/in/daniela-orla-70b3b7b3/ |
|
2.008 |
|
trades@edgepointwealth.com |
https://www.linkedin.com/company/edgepoint-wealth-management/ |
https://edgepointwealth.com |
EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be. |
|
| EdgePoint Wealth Management |
Heather |
Siegner |
Partner |
(416) 963-4580 x283 |
WM |
siegner@edgepointwealth.com |
info@edgepointwealth.com |
150 Bloor Street West, Suite 500 |
Toronto |
ON |
M5S 2X9 |
Canada |
North America |
https://www.linkedin.com/in/heather-siegner-cfp®-5043a135/ |
|
2.008 |
|
|
https://www.linkedin.com/company/edgepoint-wealth-management/ |
https://edgepointwealth.com |
EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be. |
|
| Edwards Wealth Management |
Jonathan |
Edwards |
LPL Financial Advisor |
Office: (480) 993-1141, Mobile: (602) 326-0625 |
WM |
jon.edwards@lpl.com |
|
7047 East Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
|
|
|
|
https://www.edwardswealthaz.com/ |
Edwards Wealth Managment specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. |
|
| Edwards Wealth Management |
Jim |
Edwards |
LPL Financial Advisor |
Direct: (480) 993-1140 |
WM |
jim.edwards@lpl.com |
|
7047 East Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jim-edwards-cfp®-93440550/ |
|
|
|
|
|
https://www.edwardswealthaz.com/ |
Edwards Wealth Managment specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. |
|
| EFC Wealth Management Firm |
Cory |
Chapman |
Managing Partner / CEO |
(310) 645-0001 |
WM |
cory@efcwealthmanagement.com |
|
5777 W Century Blvd, Suite 985 |
San Francisco |
CA |
90045 |
United States of America |
North America |
https://www.linkedin.com/in/efcwealthgroup/ |
|
2.002 |
|
|
|
https://www.efcwealthmanagement.com/ |
Since 2002, EFC has helped individuals make sense of the complicated world of retirement planning. We strive to become the partner they deserve and desire, to help them build their own financial future. We will help them feel more confident about their future by informing them with our financial workshops and webinars and help them to make informed financial decisions while feeling empowered. |
|
| EFG International |
Giorgio |
Pradelli |
CEO |
41 44 226 1850 |
WM |
gpradelli@efginternational.com |
|
Bleicherweg 8 P.O. Box 6012 |
Zurich |
CH |
8022 |
Switzerland |
Europe |
https://www.linkedin.com/in/giorgio-pradelli-976b06a/ |
|
1.995 |
|
|
https://www.linkedin.com/company/efg-bank/?originalSubdomain=ph |
https://www.efginternational.com |
EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Its registered shares (EFGN) are listed on the SIX Swiss Exchange. As a leading Swiss private bank, EFG International has a presence in major financial centres and growth markets, operating in around 40 locations worldwide, with a network spanning Europe, Asia Pacific, the Americas and the Middle East. |
|
| Ehrenkranz Partners L.P. |
Steven |
Davidson |
Chief Operating Officer |
(212) 801-2306 |
WM |
steven.davidson@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/steven-davidson-a333888/ |
|
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-l-p-/ |
https://www.eplp.com/ |
Ehrenkranz is a wealth management firm that advises families of substantial means on all aspects of their financial lives. By combining 50 years of experience with a client-focused, partner-led approach, we help our clients achieve their vision of success. |
|
| Ehrenkranz Partners, LP |
Patrick |
Shaw |
Partner |
(212) 751-5959 |
WM |
pshaw@eplp.com |
|
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-shaw-5451a834/ |
|
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-l-p-/ |
https://www.eplp.com/ |
Ehrenkranz is a wealth management firm that advises families of substantial means on all aspects of their financial lives. By combining 50 years of experience with a client-focused, partner-led approach, we help our clients achieve their vision of success. |
|
| Ehrenkranz Partners, LP |
Andrew |
Sommers |
Managing Partner |
(212) 751-5959 |
WM |
andrew.sommers@eplp.com |
|
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-sommers-28192399/ |
|
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-l-p-/ |
https://www.eplp.com/ |
Ehrenkranz is a wealth management firm that advises families of substantial means on all aspects of their financial lives. By combining 50 years of experience with a client-focused, partner-led approach, we help our clients achieve their vision of success. |
|
| Ehrenkranz Partners, LP |
John |
Ehrenkranz |
Partner & Chief Investment Officer |
(212) 751-5959 |
WM |
john.ehrenkranz@eplp.com |
|
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/john-ehrenkranz-460829131/ |
|
1.966 |
$12B |
Maria Torres, John Ehrenkranz's Assistant, Direct: (212) 801-2312, maria.torres@eplp.com |
https://www.linkedin.com/company/ehrenkranz-partners-l-p-/ |
https://www.eplp.com/ |
Ehrenkranz is a wealth management firm that advises families of substantial means on all aspects of their financial lives. By combining 50 years of experience with a client-focused, partner-led approach, we help our clients achieve their vision of success. |
|
| Eightstone Oclaner Pte Ltd |
Cyril |
Malapert |
CEO / CoFounder |
65 6643 5110 |
WM |
enquiries@eightstone-oclaner.com |
enquiries@eightstone-oclaner.com |
3 Temasek Ave #27-04 Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
https://www.linkedin.com/in/malapert/ |
|
|
|
|
https://www.linkedin.com/company/eightstone-oclaner/ |
https://www.eightstone-oclaner.com/ |
Eightstone Oclaner is a wealth management company based in Singapore, primarily focused on managing multi-asset and credit investment strategies for high-net-worth individuals and institutions, including family offices and foundations. |
|
| Eightstone Oclaner Pte Ltd |
Chiara |
Bartoletti |
COO |
65 6643 5110 |
WM |
enquiries@eightstone-oclaner.com |
enquiries@eightstone-oclaner.com |
3 Temasek Ave #27-04 Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
https://www.linkedin.com/in/chiara-bartoletti-3647892b/ |
|
|
|
|
https://www.linkedin.com/company/eightstone-oclaner/ |
https://www.eightstone-oclaner.com/ |
Eightstone Oclaner is a wealth management company based in Singapore, primarily focused on managing multi-asset and credit investment strategies for high-net-worth individuals and institutions, including family offices and foundations. |
|
| Eightstone Oclaner Pte Ltd |
Filippo |
Fabbris |
Portfolio Manager |
65 6643 5110 |
WM |
enquiries@eightstone-oclaner.com |
enquiries@eightstone-oclaner.com |
3 Temasek Ave #27-04 Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
https://www.linkedin.com/in/cheow-hon-lee-cfa-ca-singapore-15a51644/ |
|
|
|
|
https://www.linkedin.com/company/eightstone-oclaner/ |
https://www.eightstone-oclaner.com/ |
Eightstone Oclaner is a wealth management company based in Singapore, primarily focused on managing multi-asset and credit investment strategies for high-net-worth individuals and institutions, including family offices and foundations. |
|
| EIKOS Capital Management |
Joshua |
Delnoce |
Senior Financial Advisor |
(602) 761-4594 |
WM |
josh.delnoce@wfafinet.com |
|
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-delnoce-b043528/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/eikos-capital-management/ |
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future. |
|
| EIKOS Capital Management |
Thomas |
Delnoce |
PIM Portfolio Manager, Branch Manager |
(602) 761-4594 |
WM |
tom.delnoce@wfafinet.com |
|
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/eikos-capital-management/ |
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future. |
|
| EIKOS Capital Management |
Daniel |
Welker |
PIM Portfolio Manager |
(602) 761-4594 |
WM |
dan.welker@wfafinet.com |
|
2415 East Camelback Road, Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/danwelker/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/eikos-capital-management/ |
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future. |
|
| EisnerAmper Wealth Management |
Marc |
Scudillo |
Managing Officer |
(908) 595-6420 |
WM |
mscudillo@eawmcb.com |
|
900 South Pine Island Road, Suite 110 |
Fort Lauderdale |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/marcscudillo/ |
|
|
|
|
https://www.linkedin.com/showcase/wealth-management-corporate-benefits/ |
https://eisneramperwmcb.com/ |
EisnerAmper Wealth Management provides individual and corporate clients with a full range of financial planning solutions customized to meet their individual needs. Every client is unique but our approach always focuses on identifying financial challenges and designing appropriate solutions to address those specific needs. Our Wealth Management & Corporate Benefits professionals do this through our Advocacy Process, an integrated framework that assess your overall financial picture and addresses areas of concern. Key areas of financial planning include investment management, estate planning, risk management, tax minimization, business exit strategies, corporate benefits and retirement planning. |
|
| EisnerAmper Wealth Management |
Chris |
Gibbons |
Wealth Advisor |
(215) 881-8321 |
WM |
cgibbons@eawmcb.com |
|
900 South Pine Island Road, Suite 110 |
Fort Lauderdale |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/chrisgibbonsea/ |
|
|
|
|
https://www.linkedin.com/showcase/wealth-management-corporate-benefits/ |
https://eisneramperwmcb.com/ |
EisnerAmper Wealth Management provides individual and corporate clients with a full range of financial planning solutions customized to meet their individual needs. Every client is unique but our approach always focuses on identifying financial challenges and designing appropriate solutions to address those specific needs. Our Wealth Management & Corporate Benefits professionals do this through our Advocacy Process, an integrated framework that assess your overall financial picture and addresses areas of concern. Key areas of financial planning include investment management, estate planning, risk management, tax minimization, business exit strategies, corporate benefits and retirement planning. |
|
| EisnerAmper Wealth Management |
David |
Gottlieb |
Wealth Advisor |
(908) 595-6426 |
WM |
dgottlieb@eawmcb.com |
|
900 South Pine Island Road, Suite 110 |
Fort Lauderdale |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/dgottliebcrps/ |
|
|
|
|
https://www.linkedin.com/showcase/wealth-management-corporate-benefits/ |
https://eisneramperwmcb.com/ |
EisnerAmper Wealth Management provides individual and corporate clients with a full range of financial planning solutions customized to meet their individual needs. Every client is unique but our approach always focuses on identifying financial challenges and designing appropriate solutions to address those specific needs. Our Wealth Management & Corporate Benefits professionals do this through our Advocacy Process, an integrated framework that assess your overall financial picture and addresses areas of concern. Key areas of financial planning include investment management, estate planning, risk management, tax minimization, business exit strategies, corporate benefits and retirement planning. |
|
| EisnerAmper Wealth Management |
Daniel |
Elie |
Wealth Advisor |
(786) 866-3599 |
WM |
delie@eawmcb.com |
|
900 South Pine Island Road, Suite 110 |
Fort Lauderdale |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/danielelie/ |
|
|
|
|
https://www.linkedin.com/showcase/wealth-management-corporate-benefits/ |
https://eisneramperwmcb.com/ |
EisnerAmper Wealth Management provides individual and corporate clients with a full range of financial planning solutions customized to meet their individual needs. Every client is unique but our approach always focuses on identifying financial challenges and designing appropriate solutions to address those specific needs. Our Wealth Management & Corporate Benefits professionals do this through our Advocacy Process, an integrated framework that assess your overall financial picture and addresses areas of concern. Key areas of financial planning include investment management, estate planning, risk management, tax minimization, business exit strategies, corporate benefits and retirement planning. |
|
| Eldridge Investment Advisors, Inc. |
Stephen |
Eldridge |
President and Founder |
(603) 296-1319 |
WM |
seldridge@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
https://www.linkedin.com/in/stevemurraycfacaia/ |
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Eldridge Investment Advisors, Inc. |
Susan |
Eldridge |
President and CCO |
(603) 296-1320 |
WM |
sbeldridge@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
https://www.linkedin.com/in/susan-eldridge-87b09571/ |
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Eldridge Investment Advisors, Inc. |
Craig |
Garner |
Financial Advisor |
(603) 296-1322 |
WM |
cgarner@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Eldridge Investment Advisors, Inc. |
Eric |
Putney |
Vice President / Financial Advisor |
(603) 296-1313 |
WM |
eputney@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Eldridge Investment Advisors, Inc. |
Sean |
Riley |
Accredited Investment Fiduciary® Vice President |
(603) 296-1352 |
WM |
sriley@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Eldridge Investment Advisors, Inc. |
Kevin |
Whitmore |
Financial Advisor |
(603) 296-1347 |
WM |
kwhitmore@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Eldridge Investment Advisors, Inc. |
Justin |
Eldridge |
Financial Advisor |
(603) 296-1345 |
WM |
jeldridge@eldridgeco.com |
info@eldridgeco.com |
686 Chestnut Street |
Manchester |
NH |
03104 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eldridgeco.com/ |
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses and institutions. Located in Manchester, NH, we serve clients from across New England and in 22 additional states. As an independent advisor, we take pride in being conflict free when it comes to managing assets. Comprised of 10 investment professionals and a dedicated senior staff, Eldridge is adept in all facets of asset management, employee benefits consulting and administrative support services including ERISA fiduciary services. |
|
| Electic Associates, Inc. |
Dave |
Little |
President |
714-738-0220 |
WM |
dave@eclecticassociates.com |
|
1021 West Bastanchury, Suite 120 |
Fullerton |
CA |
92833 |
United States of America |
North America |
https://www.linkedin.com/in/dave-little-cfp®-cfa-a2953b90/ |
|
1.984 |
|
|
https://www.linkedin.com/company/eclectic-associates-inc-/ |
http://www.eclecticassociates.com/ |
Based in Fullerton, California, we are an independent, fee-only Registered Investment Advisory firm serving individuals and families throughout Orange and Los Angeles counties, as well as throughout the country. We place you, the client, at the center of everything we do. Because of this, we are different from most advisors for the following reasons: |
|
| Element Pointe Advisors |
David |
Savir |
CEO |
(786) 655-9790 |
WM |
david@elementpointe.com |
|
333 SE 2nd Avenue Suite 2820 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/david-savir-9a6384b/ |
|
2.016 |
|
|
https://www.linkedin.com/company/element-pointe-advisors-llc/ |
https://elementpointe.com/ |
Element Pointe Advisors, LLC is an independent wealth management and family office advisory firm. As a fee-only advisor, our goal is to provide objective portfolio management and investment advice. |
|
| Element Pointe Advisors |
Carlos |
Dominguez |
President and Chief Investment Officer |
(786) 655-9790 |
WM |
carlos@elementpointe.com |
|
333 SE 2nd Avenue Suite 2820 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/carlos-a-dominguez-39969938/ |
|
2.016 |
|
|
https://www.linkedin.com/company/element-pointe-advisors-llc/ |
https://elementpointe.com/ |
Element Pointe Advisors, LLC is an independent wealth management and family office advisory firm. As a fee-only advisor, our goal is to provide objective portfolio management and investment advice. |
|
| Element Pointe Advisors |
Stephen |
O'Connell |
Associate, Investment Management |
(786) 655-9790 |
WM |
stephen@elementpointe.com |
|
333 SE 2nd Avenue Suite 2820 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/stephenjoconnell/ |
|
2.016 |
|
|
https://www.linkedin.com/company/element-pointe-advisors-llc/ |
https://elementpointe.com/ |
Element Pointe Advisors, LLC is an independent wealth management and family office advisory firm. As a fee-only advisor, our goal is to provide objective portfolio management and investment advice. |
|
| Elements Wealth, LLC |
Todd |
Pniewski |
Vice President |
Mobile: (972) 978-8100, Office: (972) 737-1440 |
WM |
todd@elements-wealth.com |
info@elements-wealth.com |
12850 Spurling Rd Suite 170 |
Dallas |
TX |
75230 |
United States of America |
North America |
https://www.linkedin.com/in/todd-pniewski-cfp®-5331ab10/ |
|
2.019 |
|
todd.pniewski@gmail.com |
https://www.linkedin.com/company/elements-wealth-llc/ |
https://www.elements-wealth.com/ |
Elements Wealth, LLC which is a Registered Investment Advisor in the State of Texas. Financial Planning is a journey to finding happiness and clarity for today and tomorrow. It starts with a vision and adapts with you as you grow. We all share many common elements toward our retirement goals, but every journey has its own path, and along that path there are numerous decisions that need to be made. I created Elements Wealth to guide Executives and Business Owners down their own path of success. |
|
| Elementus Wealth Management |
Jeff |
Devlin |
Director |
(604) 681-4493 |
WM |
jeff@elementuswealth.com |
group@elementuswealth.com |
#1200 - 1111 West Georgia Street |
Vancouver |
BC |
V6E 4M3 |
Canada |
North America |
https://www.linkedin.com/in/jeffdevlincfp/ |
|
2.006 |
|
|
https://www.linkedin.com/company/elementus-wealth-management-inc- |
https://elementuswealth.com/ |
We are a boutique independent wealth management firm. We work solely with successful entrepreneurs. Simply put, we live, breath, and love entrepreneurs.
We create and implement results-driven roadmaps with transparency, sophisticated strategies, and collaboration with your advisory team. This allows you to achieve your goals. Reduce your taxes while continuing to enjoy your lifestyle, create security, and pass on your legacy. |
|
| Elementus Wealth Management |
Minh |
Mac |
Associate Financial Advisor |
(604) 681-4493 |
WM |
mac@elementuswealth.com |
group@elementuswealth.com |
#1200 - 1111 West Georgia Street |
Vancouver |
BC |
V6E 4M3 |
Canada |
North America |
https://www.linkedin.com/in/minhmac/ |
|
2.006 |
|
|
https://www.linkedin.com/company/elementus-wealth-management-inc- |
https://elementuswealth.com/ |
We are a boutique independent wealth management firm. We work solely with successful entrepreneurs. Simply put, we live, breath, and love entrepreneurs.
We create and implement results-driven roadmaps with transparency, sophisticated strategies, and collaboration with your advisory team. This allows you to achieve your goals. Reduce your taxes while continuing to enjoy your lifestyle, create security, and pass on your legacy. |
|
| Elementus Wealth Management |
Emily |
Bartrim |
Employee Benefits Plan & Operations Manager |
(604) 681-4493 |
WM |
emily@elementuswealth.com |
group@elementuswealth.com |
#1200 - 1111 West Georgia Street |
Vancouver |
BC |
V6E 4M3 |
Canada |
North America |
https://www.linkedin.com/in/emily-bartrim-78b46025/ |
|
2.006 |
|
|
https://www.linkedin.com/company/elementus-wealth-management-inc- |
https://elementuswealth.com/ |
We are a boutique independent wealth management firm. We work solely with successful entrepreneurs. Simply put, we live, breath, and love entrepreneurs.
We create and implement results-driven roadmaps with transparency, sophisticated strategies, and collaboration with your advisory team. This allows you to achieve your goals. Reduce your taxes while continuing to enjoy your lifestyle, create security, and pass on your legacy. |
|
| Elevate Asset Management |
Jim |
Shellenberger |
Financial Advisor |
(307) 763-5535 |
WM |
jshellenberger@frontierasset.com |
|
50 E Loucks, Suite 201 |
Sheridan |
WY |
82801 |
United States of America |
North America |
https://www.linkedin.com/in/jim-shellenberger-69064050/ |
|
|
|
|
https://www.linkedin.com/company/elevate-asset-management/ |
https://www.elevateasset.com/ |
Elevate is the Financial Planning division of Frontier Asset Management, LLC headquartered in Sheridan, WY. With Wyoming roots and values guiding us as a company, we strive to do what is best for our clients, not easiest. Nowadays there are so many options for financial advice, it can be challenging to find an investment firm that fits your needs. Please contact us to see if one of Frontier Asset Management’s nationally recognized investment strategies is right for you. |
|
| Elevate Asset Management |
Kelly |
Miller-Smart |
Associate |
(307) 655-1508 |
WM |
ksmart@frontierasset.com |
|
50 E Loucks, Suite 201 |
Sheridan |
WY |
82801 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/elevate-asset-management/ |
https://www.elevateasset.com/ |
Elevate is the Financial Planning division of Frontier Asset Management, LLC headquartered in Sheridan, WY. With Wyoming roots and values guiding us as a company, we strive to do what is best for our clients, not easiest. Nowadays there are so many options for financial advice, it can be challenging to find an investment firm that fits your needs. Please contact us to see if one of Frontier Asset Management’s nationally recognized investment strategies is right for you. |
|
| Elevate Wealth Management |
Michael |
Holden |
Portfolio Manager and Founding Partner |
(604) 282-0618 |
WM |
mike@elevatew.com |
info@elevatew.com |
300-570 Granville Street |
Vancouver |
BC |
V6C 3P1 |
Canada |
North America |
https://www.linkedin.com/in/m-holden/ |
|
|
|
|
|
https://www.elevatewealthmanagement.com/ |
Elevate Wealth is a high performance, Vancouver-based wealth management team. We provide comprehensive investment and financial advice that is carefully designed to build, manage and protect your family’s net worth. |
|
| Elevate Wealth Management |
Rob |
Parrish |
Portfolio Manager and Founding Partner |
(604) 282-0618 |
WM |
rob@elevatew.com |
info@elevatew.com |
300-570 Granville Street |
Vancouver |
BC |
V6C 3P1 |
Canada |
North America |
https://www.linkedin.com/in/rob-parrish/ |
|
|
|
|
|
https://www.elevatewealthmanagement.com/ |
Elevate Wealth is a high performance, Vancouver-based wealth management team. We provide comprehensive investment and financial advice that is carefully designed to build, manage and protect your family’s net worth. |
|
| Elevate Wealth Management |
Andrew |
Chowne |
Portfolio Manager and Founding Partner |
(604) 282-0618 |
WM |
andrew@elevatew.com |
info@elevatew.com |
300-570 Granville Street |
Vancouver |
BC |
V6C 3P1 |
Canada |
North America |
https://www.linkedin.com/in/andrew-chowne/ |
|
|
|
|
|
https://www.elevatewealthmanagement.com/ |
Elevate Wealth is a high performance, Vancouver-based wealth management team. We provide comprehensive investment and financial advice that is carefully designed to build, manage and protect your family’s net worth. |
|
| Eliason Financial |
Peter |
Eliason |
Founding Member & Senior Financial Advisor |
(307) 672-3010 |
WM |
peter@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
|
|
2.003 |
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Arik |
Jacobson |
Financial Advisor & Partner |
(307) 672-3010 |
WM |
arik@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
https://www.linkedin.com/in/arik-jacobson-8a06a947/ |
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Janessa |
Grill |
Branch Operations Manager |
(307) 672-3010 |
WM |
janessa@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Chris |
Prosinski |
Financial Advisor |
(307) 672-3010 |
WM |
chris@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Blake |
Winters |
Director of Business Development |
(307) 672-3010 |
WM |
blake@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
https://www.linkedin.com/in/blakewinters/ |
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Chuck |
Burgess |
Portfolio Analyst |
(307) 672-3010 |
WM |
charles@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
https://www.linkedin.com/in/charles-burgess-cfa-4991941b/ |
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Morgan |
Logan |
Executive Assistant |
(307) 672-3010 |
WM |
morgan@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Eliason Financial |
Erin |
Murphy |
Client Services Coordinator |
(307) 672-3010 |
WM |
erin@eliasonfa.com |
info@eliasonfa.com |
312 Whitney Lane Suite 2 |
Sheridan |
WY |
82801 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eliasonfa.com/ |
Eliason Financial is an independent financial services firm advising clients throughout the U.S. since 2003. We offer customized financial planning for individuals, families, employers and trustees at every stage in their financial lives. Eliason Financial offers fee-based counsel and long-term, customized financial advising services. We take the time to learn about you and your financial goals. Then we develop a plan that works as hard as you do. Our advisors are never personally incentivized to offer a particular financial product over another. Eliason Financial is 100 percent compliant with Regulation Best Interest, ensuring a clear fiduciary commitment to every client we serve. |
|
| Ellis Wealth Advisors LLC |
Robert |
Ellis |
Managing Member |
(312) 933-8937 |
WM |
bob@elliswa.com |
|
Newberry Plaza, 1050 N State St., Suite 207 |
Chicago |
IL |
60610 |
United States of America |
North America |
https://www.linkedin.com/in/elliswa/ |
|
2.010 |
$2M |
|
https://www.linkedin.com/company/elliswa/ |
http://www.elliswa.com/ |
Ellis Wealth Advisors is a Registered Investment Advisor firm, different from most because we recognize three major factors within the financial services industry. Ellis Wealth Advisors helps you articulate what you want out of life. Then we guide you in adopting a sensible investment strategy to pursue it, with investment portfolio management services based on your unique goals, objectives, time horizon and risk tolerance. |
|
| Elmwood Wealth Management, Inc. |
Robert |
Gillooly |
Financial Advisor & Portfolio Manager |
(510) 858-2723 |
WM |
bob@ElmwoodWealth.com |
info@ElmwoodWealth.com |
2027 Fourth Street, Suite 203 |
Berkeley |
CA |
94710 |
United States of America |
North America |
https://www.linkedin.com/in/bobgillooly/ |
|
2.012 |
$213 million |
|
https://www.linkedin.com/company/elmwood-wealth-management-inc- |
http://www.elmwoodwealth.com |
We build and preserve wealth. Elmwood makes your life easier while maximizing your investment potential. Frequent communication enables us to create investment plans based on your own unique circumstances. We deliver an all-inclusive wealth management service, comprised of financial planning, portfolio management, and tax and estate services. This is carried out by using a combination of in-house expertise and strategic alliances to create a family office experience for every client, regardless of their situation. |
|
| ELS Vision Wealth Management |
Lawrence |
Smith |
President & Wealth Planning Advisor |
(972) 598-0242 |
WM |
Lawrence.Smith@lfg.com |
info@elsvisionwealthmanagement.com |
2550 Beckleymeade Ave., Suite 215A |
Dallas |
TX |
75237 |
United States of America |
North America |
https://www.linkedin.com/in/lawrence-smith-crpc-®-crps-®-b9965437/ |
|
|
|
|
https://www.linkedin.com/company/els-vision-wealth-management/ |
http://www.elsvisionwealth.com/ |
As investment advisor representatives and insurance professionals, ELS Vision Wealth Management is proud to offer comprehensive financial planning services to small business owners and professional individuals. ELS Vision Wealth Management offers investment advisory services and insurance for small business owners and their employer sponsored plans. Whether you are beginning a new business, or are a well-established entity. |
|
| ELS Vision Wealth Management |
Katiah |
Sanders |
Executive Assistant |
(972) 598-0242 |
WM |
katiah.sanders@lfg.com |
info@elsvisionwealthmanagement.com |
2550 Beckleymeade Ave., Suite 215A |
Dallas |
TX |
75237 |
United States of America |
North America |
https://www.linkedin.com/in/katiah-sanders-0b334384/ |
|
|
|
|
https://www.linkedin.com/company/els-vision-wealth-management/ |
http://www.elsvisionwealth.com/ |
As investment advisor representatives and insurance professionals, ELS Vision Wealth Management is proud to offer comprehensive financial planning services to small business owners and professional individuals. ELS Vision Wealth Management offers investment advisory services and insurance for small business owners and their employer sponsored plans. Whether you are beginning a new business, or are a well-established entity. |
|
| ELS Vision Wealth Management |
Crystal |
Roseman |
Investment Advisor Representative |
(972) 598-0242 |
WM |
Crystal.Roseman@lfg.com |
info@elsvisionwealthmanagement.com |
2550 Beckleymeade Ave., Suite 215A |
Dallas |
TX |
75237 |
United States of America |
North America |
https://www.linkedin.com/in/crystal-roseman-10482226/ |
|
|
|
|
https://www.linkedin.com/company/els-vision-wealth-management/ |
http://www.elsvisionwealth.com/ |
As investment advisor representatives and insurance professionals, ELS Vision Wealth Management is proud to offer comprehensive financial planning services to small business owners and professional individuals. ELS Vision Wealth Management offers investment advisory services and insurance for small business owners and their employer sponsored plans. Whether you are beginning a new business, or are a well-established entity. |
|
| ELS Vision Wealth Management |
Kristen |
Duncan |
Registered Representative |
(972) 598-0242 |
WM |
kristen.duncan@lfg.com |
info@elsvisionwealthmanagement.com |
2550 Beckleymeade Ave., Suite 215A |
Dallas |
TX |
75237 |
United States of America |
North America |
https://www.linkedin.com/in/knduncan/ |
|
|
|
|
https://www.linkedin.com/company/els-vision-wealth-management/ |
http://www.elsvisionwealth.com/ |
As investment advisor representatives and insurance professionals, ELS Vision Wealth Management is proud to offer comprehensive financial planning services to small business owners and professional individuals. ELS Vision Wealth Management offers investment advisory services and insurance for small business owners and their employer sponsored plans. Whether you are beginning a new business, or are a well-established entity. |
|
| Elysium Capital Management, LLC |
Leo |
Corradini |
Managing Partner |
(786) 693-7850, C (305) 302-0971 |
WM |
lcorradini@elysiumcapitalmgt.com |
|
801 Brickell Avenue Suite 2260 |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/elysium-capital-management |
http://elysiumcapitalmgt.com/ |
Elysium is an independent wealth management firm, focused on providing Latin American clients with tailored investment advice. |
|
| Elysium Capital Management, LLC |
Jose Eduardo |
Ferreira |
Investment Advisor and Partner |
(786) 693-7851, C (305) 979-2594 |
WM |
eferreira@elysiumcapitalmgt.com |
|
801 Brickell Avenue Suite 2260 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/jose-eduardo-ferreira-79802325/ |
|
|
|
|
https://www.linkedin.com/company/elysium-capital-management |
http://elysiumcapitalmgt.com/ |
Elysium is an independent wealth management firm, focused on providing Latin American clients with tailored investment advice. |
|
| Elystone Capital S.A. |
Luis |
Palacios |
CEO |
41 22 707 67 07 |
WM |
ceo@elystonecapital.com |
|
Quai Gustave-Ador 30 |
Genève |
|
1207 |
Switzerland |
Europe |
|
|
|
|
|
https://www.linkedin.com/company/elystone-capital-s-a-/ |
https://www.elystonecapital.com/ |
Elystone Capital is an independent investment company that advises individuals, families and institutions on the management of their wealth. |
|
| Embree Financial |
Paul |
Embree |
President & CEO |
(312) 527-5565 |
WM |
pembree@embreefinancial.com |
|
440 N Wells St. Suite 530 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/paul-embree-20972812/ |
|
1.995 |
|
|
https://www.linkedin.com/company/embree-financial-group/ |
https://www.embreefinancial.com |
EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $1.1 billion in institutional and household assets. Serving over 80 institutional clients and 200 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times and a Brightscope study in 2011 named EMBREE FINANCIAL Group one of the top 25 RIA firms in Chicago by assets under management. Our highly experienced staff holds the CFA, CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 20 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard. |
|
| Embree Financial |
Matt |
Stadler |
Senior Investment Advisor & Retirement Plan Consultant |
(312) 527-5565 |
WM |
Mstadler@embreefinancial.com |
|
440 N Wells St. Suite 530 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/matt-stadler-3587153/ |
|
1.995 |
|
|
https://www.linkedin.com/company/embree-financial-group/ |
https://www.embreefinancial.com |
EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $1.1 billion in institutional and household assets. Serving over 80 institutional clients and 200 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times and a Brightscope study in 2011 named EMBREE FINANCIAL Group one of the top 25 RIA firms in Chicago by assets under management. Our highly experienced staff holds the CFA, CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 20 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard. |
|
| Embree Financial |
Jim |
Karabas |
Managing Director, Director of Private Wealth Management |
(312) 527-5565 |
WM |
jkarabas@embreefinancial.com |
|
440 N Wells St. Suite 530 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/jkarabas/ |
|
1.995 |
|
|
https://www.linkedin.com/company/embree-financial-group/ |
https://www.embreefinancial.com |
EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $1.1 billion in institutional and household assets. Serving over 80 institutional clients and 200 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times and a Brightscope study in 2011 named EMBREE FINANCIAL Group one of the top 25 RIA firms in Chicago by assets under management. Our highly experienced staff holds the CFA, CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 20 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard. |
|
| EMC Gestion de Fortune S.A. |
François |
Siegwart |
Director |
41 228 177 878 |
WM |
emc@emcge.com |
emc@emcge.com |
Place des Alpes, 2, Case Postale |
Genève 1 |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/françois-siegwart-35545237/ |
|
1.982 |
$1.1B |
|
|
https://emcge.com/ |
EMC is an independent asset management company working in close cooperation with the prominent Swiss private banks in Geneva. While the safekeeping of each client’s investments is entrusted.
The financial world is in perpetual change, introducing new financial instruments, revolutionary investment concepts or mere phenomena of fashion. Yet throughout we remain close to the essence of our profession: investment and wealth management over the medium to long term.
To fulfil clients’ needs with respect to overall wealth management, we work as a professional team alongside a fiduciary company and a law firm, which are both well known in Geneva. Our close relationship with these companies dates from the creation of EMC Gestion de Fortune SA, since when their respective senior partners have been represented on our board of directors. Their professionalism, competence and discretion match our own standards of business ethics. |
|
| Emerald Bay Wealth Bay Management LLC |
Michael |
Battey |
Co-Founder |
(415) 482-0117 |
WM |
MBattey@ebwm.com |
|
210 Grove Street |
Tahoe City |
CA |
96145 |
United States of America |
North America |
https://www.linkedin.com/in/michael-battey-74639412/ |
|
2.011 |
$40M |
|
|
https://www.ebwm.com/ |
Emerald Bay is a different kind of wealth management firm. We are inspired by the relationships that are possible when our clients feel empowered – listened to, understood, and well-guided.
We believe including all relevant family members (women, men, and children) in the investment management process makes it more effective and successful. We believe that clear, flexible, thoughtful investment solutions that consider the needs of future generations drive long-term success. |
|
| Emerald Bay Wealth Bay Management LLC |
Hannah |
Sullivan |
Co-Founder |
(415) 482-0117 |
WM |
HSullivan@ebwm.com |
|
210 Grove Street |
Tahoe City |
CA |
96145 |
United States of America |
North America |
https://www.linkedin.com/in/m-hannah-sullivan-cfa-84818210/ |
|
2.011 |
$40M |
|
|
https://www.ebwm.com/ |
Emerald Bay is a different kind of wealth management firm. We are inspired by the relationships that are possible when our clients feel empowered – listened to, understood, and well-guided.
We believe including all relevant family members (women, men, and children) in the investment management process makes it more effective and successful. We believe that clear, flexible, thoughtful investment solutions that consider the needs of future generations drive long-term success. |
|
| Emery & Howard Portfolio Management |
Frank |
Marinaro |
Managing Director, Portfolio Management |
(650) 579-7100 |
WM |
frank@emeryhoward.com |
info@emeryhoward.com |
333 Lorton Avenue |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/frank-marinaro-5798766/ |
|
1.991 |
$1.2B |
|
|
http://www.emeryhoward.com/ |
Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.2 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals. |
|
| Emery & Howard Portfolio Management |
Robert |
Gross |
Managing Director, Financial Planning |
(650) 579-7100 |
WM |
rob@emeryhoward.com |
info@emeryhoward.com |
333 Lorton Avenue |
Burlingame |
CA |
94010 |
United States of America |
North America |
|
|
1.991 |
$1.2B |
|
|
http://www.emeryhoward.com/ |
Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.2 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals. |
|
| Emery & Howard Portfolio Management |
Michael |
Howard |
President |
(650) 579-7100 |
WM |
mike@emeryhoward.com |
info@emeryhoward.com |
333 Lorton Avenue |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/michael-howard-7b496438/ |
|
1.991 |
$1.2B |
|
|
http://www.emeryhoward.com/ |
Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.2 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals. |
|
| Emery & Howard Portfolio Management |
Bonnie |
Corbelli |
Investment Advisor Associate |
(650) 579-7100 |
WM |
bonnie@emeryhoward.com |
info@emeryhoward.com |
333 Lorton Avenue |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/bonnie-corbelli-172211123/ |
|
1.991 |
$1.2B |
|
|
http://www.emeryhoward.com/ |
Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.2 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals. |
|
| EMPIRE TRUST INC |
Eric |
Burton |
SVP |
(505) 344-2244 |
WM |
eric@empiretrustinc.com |
info@empiretrustinc.com |
8801 Jefferson St. NE, Bldg. C |
Albuquerque |
NM |
87113 |
United States of America |
North America |
https://www.linkedin.com/in/eric-lyon-burton-21a4737/ |
|
2.012 |
|
|
https://www.linkedin.com/company/empire-trust-inc-/about/ |
http://www.empiretrustinc.com/ |
Empire Trust Inc. (ETI) is about family. The founders of ETI are not only owners of ETI but were ETI’s first client.
ETI is owned by successful entrepreneurs who have bled, sweated and cried over their businesses, who appreciate the trials, tribulations and exultations associated with family businesses, and who have experienced the frustration that results from uncoordinated and myopically focused professional services. |
|
| EMPIRE TRUST INC |
Lian |
Yearout |
President and Founder |
(505) 344-2244 |
WM |
lian@empiretrustinc.com |
info@empiretrustinc.com |
8801 Jefferson St. NE, Bldg. C |
Albuquerque |
NM |
87113 |
United States of America |
North America |
https://www.linkedin.com/in/lian-yearout-a0701395/ |
|
2.012 |
|
|
https://www.linkedin.com/company/empire-trust-inc-/about/ |
http://www.empiretrustinc.com |
Empire Trust Inc. (ETI) is about family. The founders of ETI are not only owners of ETI but were ETI’s first client.
ETI is owned by successful entrepreneurs who have bled, sweated and cried over their businesses, who appreciate the trials, tribulations and exultations associated with family businesses, and who have experienced the frustration that results from uncoordinated and myopically focused professional services. |
|
| EMPIRE TRUST INC |
Skyler |
Wildenstein |
VP / Trust Officer |
(505) 344-2244 |
WM |
skyler@empiretrustinc.com |
info@empiretrustinc.com |
8801 Jefferson St. NE, Bldg. C |
Albuquerque |
NM |
87113 |
United States of America |
North America |
https://www.linkedin.com/in/skylerwildenstein/ |
|
2.012 |
|
|
https://www.linkedin.com/company/empire-trust-inc-/about/ |
http://www.empiretrustinc.com |
Empire Trust Inc. (ETI) is about family. The founders of ETI are not only owners of ETI but were ETI’s first client.
ETI is owned by successful entrepreneurs who have bled, sweated and cried over their businesses, who appreciate the trials, tribulations and exultations associated with family businesses, and who have experienced the frustration that results from uncoordinated and myopically focused professional services. |
|
| Empirical Wealth Management |
Kenneth |
Smith |
CEO / Principal |
(206) 923-3474 |
WM |
ksmith@empirical.net |
info@empirical.net |
1420 5th Ave Suite 3150 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-smith-cfp-ms-a943b6/ |
|
|
$808,315,484 |
|
https://www.linkedin.com/company/empirical-wealth-management/ |
https://www.empirical.net/ |
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services. Empirical has offices in Seattle, WA | Bellevue, WA | Portland, OR | Irvine, CA | Anchorage, AK | Friday Harbor, WA | Spokane, WA and services clients all over the country and beyond. The company was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. |
|
| Empirical Wealth Management |
Lorne |
Enquist |
CFO / Principal |
(206) 923-3474 |
WM |
lenquist@empirical.net |
info@empirical.net |
1420 5th Ave Suite 3150 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/lorne-enquist-cpa-pfs-b0156417/ |
|
|
$808,315,484 |
|
https://www.linkedin.com/company/empirical-wealth-management/ |
https://www.empirical.net/ |
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services. Empirical has offices in Seattle, WA | Bellevue, WA | Portland, OR | Irvine, CA | Anchorage, AK | Friday Harbor, WA | Spokane, WA and services clients all over the country and beyond. The company was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. |
|
| Empyrion Wealth Management™ |
Kimberly |
Foss |
President |
(916) 786-7626 |
WM |
kimberly@empyrionwealth.com |
info@empyrionwealth.com |
3741 Douglas Blvd., Suite 130 |
Roseville |
CA |
95661 |
United States of America |
North America |
https://www.linkedin.com/in/kimberly-foss-cfp-cpwa-612b3631/ |
|
|
$152M |
|
https://www.linkedin.com/company/empyrion/ |
https://www.empirical.net/ |
Empyrion Wealth Management™ was founded with a mission to provide investors with the power of choice. Everyday we help family stewards, women in transition, and thriving retirees make wise and informed choices with their money through intentional investment strategies and high-quality service grounded in authentic concern for their values, ambitions and objectives. |
|
| Empyrion Wealth Management™ |
Renee |
Morrison |
Director of Client Services |
(916) 786-7626 |
WM |
renee@empyrionwealth.com |
info@empyrionwealth.com |
3741 Douglas Blvd., Suite 130 |
Roseville |
CA |
95661 |
United States of America |
North America |
|
|
|
$152M |
|
https://www.linkedin.com/company/empyrion/ |
https://www.empirical.net/ |
Empyrion Wealth Management™ was founded with a mission to provide investors with the power of choice. Everyday we help family stewards, women in transition, and thriving retirees make wise and informed choices with their money through intentional investment strategies and high-quality service grounded in authentic concern for their values, ambitions and objectives. |
|
| Endurance Wealth Management, Inc. |
Michael |
Costello |
Managing Partner |
(401) 854-0993 |
WM |
mcostello@endurancewealth.com |
info@endurancewealth.com |
Owen Building, 101 Dyer St. |
Providence |
RI |
02903 |
United States of America |
North America |
https://www.linkedin.com/in/j-michael-costello-973b7216/ |
|
|
$968M |
|
https://www.linkedin.com/company/endurance-wealth-management-inc./ |
https://www.endurancewealth.com/ |
Endurance Wealth Management is a registered investment advisor (RIA) overseeing more than $968 million in assets. We believe in long-term relationships which are based on trust, respect and uncompromising integrity. Our client-focused service, clear communications and commitment to exceptional performance ensure that we work together to meet your near-term and future financial needs. |
|
| Enriched Investing Incorporated |
Darryl |
Cailes |
EVP & Managing Director |
(416) 203-3028 |
WM |
dcailes@enrichedinvesting.com |
info@enrichedinvesting.com |
P.O. Box 1016, TD Centre |
Toronto |
ON |
M5K 1A0 |
Canada |
North America |
https://www.linkedin.com/in/darryl-cailes-48a3a018/ |
|
|
|
|
|
http://enrichedinvesting.com/ |
Enriched Investing Incorporated is a specialty Investment Management Firm. We build and manage conservative growth and income portfolios for institutional and private client investors. At Enriched Investing Incorporated we focus on sophisticated, tailored investment strategies for institutional investors and private clients. |
|
| Enriched Investing Incorporated |
David |
Chapman |
Chief Strategist |
(416) 203-3028 |
WM |
dchapman@enrichedinvesting.com |
info@enrichedinvesting.com |
P.O. Box 1016, TD Centre |
Toronto |
ON |
M5K 1A0 |
Canada |
North America |
https://www.linkedin.com/in/david-chapman-31a1016/ |
|
|
|
|
|
http://enrichedinvesting.com/ |
Enriched Investing Incorporated is a specialty Investment Management Firm. We build and manage conservative growth and income portfolios for institutional and private client investors. At Enriched Investing Incorporated we focus on sophisticated, tailored investment strategies for institutional investors and private clients. |
|
| Enriched Investing Incorporated |
Margaret |
Samuel |
President, Chief Executive Officer & Portfolio Manager |
(416) 203-3028 |
WM |
msamuel@enrichedinvesting.com |
info@enrichedinvesting.com |
P.O. Box 1016, TD Centre |
Toronto |
ON |
M5K 1A0 |
Canada |
North America |
|
|
|
|
|
|
http://enrichedinvesting.com/ |
Enriched Investing Incorporated is a specialty Investment Management Firm. We build and manage conservative growth and income portfolios for institutional and private client investors. At Enriched Investing Incorporated we focus on sophisticated, tailored investment strategies for institutional investors and private clients. |
|
| Enrichment Wealth Management |
Arlene |
Alvarez |
President |
(786) 703-7953 |
WM |
Arlene.Alvarez@RaymondJames.com |
|
2990 Ponce DeLeon Blvd. |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/arlenealvarezgomez/ |
|
|
|
|
|
https://www.raymondjames.com/enrichmentwealthmanagement/ |
Enrichment Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc.
Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. |
|
| Ensign Wealth Management |
Chad |
Ensign |
Founder |
(602) 842-9669 |
WM |
retirenow@ensignwm.com |
retirenow@ensignwm.com |
4447 E. Broadway, Suite 101 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/chad-e-5bba873b/ |
|
2.012 |
|
|
|
https://ensignwm.com/ |
Ensign Wealth Management works with friends and neighbors throughout the East Valley Phoenix area to help them work toward their financial goals through the use of insurance and investment products. |
|
| Entertainment Wealth Management |
John |
Almaguer |
Senior Partner |
(323) 512-4719 |
WM |
john@entwealth.com |
|
260 S. Los Robles Avenue, Suite 109 |
Pasadena |
CA |
91101 |
United States of America |
North America |
|
|
|
|
|
|
https://www.entwealth.com/ |
Entertainment Wealth Management is an independent financial services firm assisting individuals in the entertainment industry. Wherever they are in life, we can help them create a road map designed to connect today’s reality with tomorrow’s dreams. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
At Entertainment Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a resource of confidence. |
|
| Entertainment Wealth Management |
Julie |
Shen |
Partner |
(626) 320-3979 |
WM |
julie@entwealth.com |
|
260 S. Los Robles Avenue, Suite 109 |
Pasadena |
CA |
91101 |
United States of America |
North America |
|
|
|
|
|
|
https://www.entwealth.com/ |
Entertainment Wealth Management is an independent financial services firm assisting individuals in the entertainment industry. Wherever they are in life, we can help them create a road map designed to connect today’s reality with tomorrow’s dreams. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
At Entertainment Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a resource of confidence. |
|
| Envisage Wealth Management |
Martin |
Straub |
Managing Partner |
41 445 520 387 |
WM |
martin.straub@envisage.ch |
info@envisage.ch |
Seefeldstrasse 94 |
Zurich |
|
8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/martin-straub-8602289/ |
|
2.009 |
|
|
https://www.linkedin.com/company/envisage-wealth-management/ |
http://www.envisage.ch/ |
Envisage is a provider of wealth management and financial planning services with a focus on asset management. As a fully independent firm our purpose is to deliver and create sustainable added value for our clients. We are based in Zürich, Switzerland.
We know that time is one of your most valuable commodities. Through open and direct discussions, looking at your needs and requirements, we work to simplify the wealth planning process by acting as your single point of contact. We work to get to know you and build a long term relationship. A long term perspective, holistic solutions, innovative thinking, plus absolute confidentiality are very important to us. |
|
| Envision Wealth Advisors, LLC |
Kathy |
Dawson Guerin |
Founder & CEO |
(267) 649-7642 |
WM |
kathy.guerin@envisionwealthadvisors.com |
|
480 Pennbrook Parkway |
Lansdale |
PA |
19446 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-guerin-3b929063/ |
|
|
|
|
|
https://envisionwealthadvisors.com/ |
Envision Wealth Advisors is a boutique firm specializing in financial planning and wealth management services. The clients we serve are affluent individuals and couples planning for a major life transition. This may include retirement, life after the death of a spouse, or divorce. Life transitions bring with them the opportunity for new beginnings and reflections of the past and future. They may also come with positive and negative emotions. |
|
| Envision Wealth Planning |
James |
Brewer |
President |
(312) 448-1010 |
WM |
jb@envisionwealth.us |
info@envisionwealth.us |
904 E. 40th St |
Chicago |
IL |
60653 |
United States of America |
North America |
https://www.linkedin.com/in/financial-life-architect/ |
|
|
$85 million |
|
https://www.linkedin.com/company/envisionwealth/ |
https://envisionwealth.us/ |
At Envision, our qualified wealth management advisors are trained to ask you all about your circumstances and your financial goals so we can help you choose the right plan for your situation and help you put that plan into action. Because you and your wealth management advisor will need to work together over a long period of time, you’ll want to find someone you know you can trust with your hard-earned money. |
|
| Eon Wealth Management |
Edward |
O'Neill |
Founder |
(516) 935-7771 |
WM |
ed@eonwealth.com |
ed@eonwealth.com |
1400 Old Country Road, Suite 303 |
Westbury |
NY |
11590 |
United States of America |
North America |
https://www.linkedin.com/in/ed-o-neill-19938615/ |
|
2.001 |
|
|
|
https://www.eonwealthmanagement.com/ |
EON Wealth Management believes that wealth management is a need for everyone, not just the super wealthy. Everyone should be able to have all their financial questions, needs, worries and concerns answered with thoughtful all-encompassing solutions. Life is an adventure, but your finances should not be. EON Wealth Management will be your life long financial tour guide, to protect you from any pitfalls and bring you to your destination. Our services and knowledge allow our advisors to work with our clients to help them navigate each life event and economic climate, no matter the simplicity or complexity. |
|
| EP Wealth Advisors |
Brian |
Parker |
CoFounder and Managing Director |
(310) 928-9322 |
WM |
brian.parker@epwealth.com |
|
21515 Hawthorne Blvd., Suite 1200 |
Torrance |
CA |
90503 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://www.epwealth.com/ |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind. |
|
| EP Wealth Advisors |
Derek |
Holman |
CoFounder and Managing Director |
(310) 928-9322 |
WM |
dholman@epwealth.com |
|
21515 Hawthorne Blvd., Suite 1200 |
Torrance |
CA |
90503 |
United States of America |
North America |
https://www.linkedin.com/in/derekholman/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://www.epwealth.com/ |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind. |
|
| EP Wealth Advisors |
Patrick |
Goshtigian |
President |
(310) 928-9322 |
WM |
pgoshtigian@epwealth.com |
|
21515 Hawthorne Blvd., Suite 1200 |
Torrance |
CA |
90503 |
United States of America |
North America |
https://www.linkedin.com/in/patrickgoshtigian/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://www.epwealth.com/ |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind. |
|
| EP Wealth Advisors |
Christopher |
Toumajian |
CFO |
(310) 928-9322 |
WM |
ctoumajian@epwealth.com |
|
21515 Hawthorne Blvd., Suite 1200 |
Torrance |
CA |
90503 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-toumajian-cpa-mba/ |
|
2.004 |
|
|
https://www.linkedin.com/company/ep-wealth-advisors/ |
https://www.epwealth.com/ |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind. |
|
| Epic Capital Wealth Management |
Edward |
Doughty |
Managing Director |
Direct: (704) 552-5200 Ext. 301 |
WM |
edoughty@EpicCapital.com |
info@EpicCapital.com |
6135 Park South Dr., Suite 130 |
Charlotte |
NC |
28210 |
United States of America |
North America |
https://www.linkedin.com/in/doughty/ |
|
2.009 |
|
|
https://www.linkedin.com/company/epiccapital/ |
https://epiccapital.com/ |
Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. |
|
| Epic Capital Wealth Management |
Jason |
Dimitriou |
Director |
(704) 552-5200 |
WM |
jdimitriou@EpicCapital.com |
info@EpicCapital.com |
6135 Park South Dr., Suite 130 |
Charlotte |
NC |
28210 |
United States of America |
North America |
https://www.linkedin.com/in/jasondimitriou/ |
|
2.009 |
|
|
https://www.linkedin.com/company/epiccapital/ |
https://epiccapital.com/ |
Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. |
|
| EPIC Wealth Management, LLC |
Alexandra |
Lynch |
CMO |
(732) 889-3344 |
WM |
alynch@epicwm.com |
info@epicwm.com |
2 Bridge Ave Suite 632 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/alexandra-lynch-58655166/ |
|
|
|
|
https://www.linkedin.com/company/epicinsuranceservices/ |
https://www.epicwm.com/ |
EPIC Wealth Management creates the optimal amount of wealth through integration and proper co-ordination. Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy. We are a process driven team of micro and macro strategists who are dedicated to help you understand your entire financial world through a thorough education in order to make fact based decisions that you have confidence in. |
|
| EPIC Wealth Management, LLC |
Janice |
Gill |
Financial Advisor |
(732) 945-5990 |
WM |
jgill@epicwm.com |
info@epicwm.com |
2 Bridge Ave Suite 632 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/janice-gill-aa3335117/ |
|
|
|
|
https://www.linkedin.com/company/epicinsuranceservices/ |
https://www.epicwm.com/ |
EPIC Wealth Management creates the optimal amount of wealth through integration and proper co-ordination. Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy. We are a process driven team of micro and macro strategists who are dedicated to help you understand your entire financial world through a thorough education in order to make fact based decisions that you have confidence in. |
|
| EPIC Wealth Management, LLC |
John |
Spring |
Financial Advisor |
(732) 889-3344 |
WM |
jspring@epicwm.com |
info@epicwm.com |
2 Bridge Ave Suite 632 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/john-spring-cfp%C2%AE%EF%B8%8F-999b50185/ |
|
|
|
|
https://www.linkedin.com/company/epicinsuranceservices/ |
https://www.epicwm.com/ |
EPIC Wealth Management creates the optimal amount of wealth through integration and proper co-ordination. Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy. We are a process driven team of micro and macro strategists who are dedicated to help you understand your entire financial world through a thorough education in order to make fact based decisions that you have confidence in. |
|
| EPIC Wealth Management, LLC |
Kelly |
Cole |
Financial Advisor |
(732) 945-5990 |
WM |
kcole@epicwm.com |
info@epicwm.com |
2 Bridge Ave Suite 632 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-cole-10a51a97/ |
|
|
|
|
https://www.linkedin.com/company/epicinsuranceservices/ |
https://www.epicwm.com/ |
EPIC Wealth Management creates the optimal amount of wealth through integration and proper co-ordination. Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy. We are a process driven team of micro and macro strategists who are dedicated to help you understand your entire financial world through a thorough education in order to make fact based decisions that you have confidence in. |
|
| EPIC Wealth Management, LLC |
Robert |
Gill |
Founder, Managing Director |
(732) 889-3344 |
WM |
rgill@epicwm.com |
info@epicwm.com |
2 Bridge Ave Suite 632 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/robertegill/ |
|
|
|
|
https://www.linkedin.com/company/epicinsuranceservices/ |
https://www.epicwm.com/ |
EPIC Wealth Management creates the optimal amount of wealth through integration and proper co-ordination. Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy. We are a process driven team of micro and macro strategists who are dedicated to help you understand your entire financial world through a thorough education in order to make fact based decisions that you have confidence in. |
|
| Erdmann Group |
Jeff |
Erdmann |
Private Wealth Advisor, Managing Director |
(203) 861-5902 |
WM |
jeff_erdmann@ml.com |
|
2 Pickwick Plaza, Floor 4 |
Greenwich |
CT |
06830 |
United States of America |
North America |
https://www.linkedin.com/in/john-jeff-erdmann-5b107425/ |
|
1.985 |
|
|
|
https://pwa.ml.com/erdmanngroup/ |
Erdmann Group, a distinguished wealth management team in the United States. The Erdmann Group serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over three decades, Jeff has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. Significant wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you. |
|
| Erdmann Group |
Mark |
Brookfield |
Private Wealth Advisor, Managing Partner |
(203) 861-5962 |
WM |
mark_brookfield@ml.com |
|
2 Pickwick Plaza, Floor 4 |
Greenwich |
CT |
06830 |
United States of America |
North America |
https://www.linkedin.com/in/mark-brookfield-cfp®-a6104bb7/ |
|
1.985 |
|
|
|
https://pwa.ml.com/erdmanngroup/ |
Erdmann Group, a distinguished wealth management team in the United States. The Erdmann Group serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over three decades, Jeff has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. Significant wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you. |
|
| Erdmann Group |
Tony |
Alan Carpentieri |
Private Wealth Advisor, Managing Partner |
(203) 863-7664 |
WM |
anthony_carpentieri@ml.com |
|
2 Pickwick Plaza, Floor 4 |
Greenwich |
CT |
06830 |
United States of America |
North America |
https://www.linkedin.com/in/tonycarpentieri/ |
|
1.985 |
|
|
|
https://pwa.ml.com/erdmanngroup/ |
Erdmann Group, a distinguished wealth management team in the United States. The Erdmann Group serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over three decades, Jeff has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. Significant wealth requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you. |
|
| Essential Investment Partners, LLC |
Jon |
Zeschin |
Partner & CEO |
(303) 333-8498 |
WM |
jzeschin@essentialinvestment.com |
info@essentialinvestment.com |
4600 South Syracuse Street, Suite 410 |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/jonzeschin/ |
|
2.001 |
$100M |
|
https://www.linkedin.com/company/essential-investment-partners-llc/ |
http://www.essentialinvestment.com/ |
Essential Investment Partners is an independent, "fee-only" wealth management and investment counsel firm. We have been helping individuals, families and foundations meet their financial objectives for more than 15 years. Essential was founded in 2001 by Jon Zeschin and, effective January 1, 2019, Michael Haines joined Jon as a partner, through a combination of their businesses. We tailor our services to the unique needs of each of our clients. Our objective is to help you be secure in the confidence that your financial life is on track. We try to help you live the best life you can with the resources you have. |
|
| Estate Management Group |
Deborah |
Sims |
Principal & Founder |
(858) 756-0004 |
WM |
dsims@estatemanagementgroup.com |
|
16906 Via de Santa Fe |
Rancho Santa Fe |
CA |
92067 |
United States of America |
North America |
https://www.linkedin.com/in/debsims/ |
Investment Planning, Retirement Planning, Insurance & Risk Management, Family Legacy Planning, Capital Gains Deferral Strategies, Investors & Retirees, High Net Worth Individuals, Business Owners, Women & Widows |
2.007 |
|
|
https://engagingwomeninwealth.com/ |
http://www.estatemanagementgroup.com/ |
Estate Management Group is a wealth management and financial services firm led by Deb Sims offering comprehensive and customized strategies designed to help investors and retirees, business owners, high net worth individuals and women/widow investors manage their assets and feel confident in their future. The Estate Management Group is a San Diego based wealth management firm headed by Deborah Sims, a thirty-year veteran of the financial services industry. As an independent wealth management firm the Estate Management Group is able to provide clients with a wide array of investment options as well as unbiased wealth management guidance that is based on their unique retirement and wealth goals. |
San Diego Office:
3940 Hortensia St., Suite 103
San Diego, CA 92110
(619) 572-6895 |
| Estate Planners of New England, LLC |
Eric |
Flaim |
Managing Director |
(603) 766-4951 |
WM |
eflaim@epne.net |
|
1 New Hampshire Ave., Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/ericflaim/ |
|
2.001 |
|
|
https://www.linkedin.com/company/estate-planners-of-new-england/ |
https://www.epne.net/ |
Estate Planners of New England strives to provide high quality, knowledgeable and personalized advice in areas of Financial planning and Investment management. From growing your wealth to planning for and protecting your family’s future, Estate Planners of New England, LLC is striving towards becoming New England’s preeminent investment advisor. We take great pride in providing truly independent unbiased advice and solutions for our clients need and goals. Here at Estate Planners of New England as a Registered Investment Advisor (RIA) we have a fiduciary duty to our clients. This is a fundamental obligation to provide suitable advice and always act in our clients best interest. |
|
| Estate Planners of New England, LLC |
Andrew |
VanDerslice |
Director Private Wealth Solutions |
(603) 418-4426 |
WM |
drew.vanderslice@epne.net |
|
1 New Hampshire Ave., Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-vanderslice-0435b77/ |
|
2.001 |
|
|
https://www.linkedin.com/company/estate-planners-of-new-england/ |
https://www.epne.net/ |
Estate Planners of New England strives to provide high quality, knowledgeable and personalized advice in areas of Financial planning and Investment management. From growing your wealth to planning for and protecting your family’s future, Estate Planners of New England, LLC is striving towards becoming New England’s preeminent investment advisor. We take great pride in providing truly independent unbiased advice and solutions for our clients need and goals. Here at Estate Planners of New England as a Registered Investment Advisor (RIA) we have a fiduciary duty to our clients. This is a fundamental obligation to provide suitable advice and always act in our clients best interest. |
|
| Estate Preservation Advisors |
Scott |
Bird |
Financial Advisor |
(480) 385-2800 |
WM |
epa@advantexgroup.com |
epa@advantexgroup.com |
8160 N Hayden Rd J110 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/scott-bird-b52b68a3/ |
|
2.002 |
|
|
|
https://epaadvisors.com/ |
Estate Preservation Advisors was established in 2002. We are a financial services firm located in Scottsdale, Arizona. Our purpose is to help create a custom pre-retirement and post-retirement plans to achieve our client’s financial goals. No two retirement plans are the same. Through diversifying a portfolio using investment and insurance products we focus on capital preservation. We believe in low cost investment options to accelerate growth. Growth with safety is the hallmark of preservation of wealth. Estate Preservation Advisors will guide you through retirement. |
|
| Estrada Webb & Associates |
Aaron |
Estrada |
Managing Partner & Co-Founder |
(817) 614-1400 |
WM |
aaron@estradawebb.com |
contact@estradawebb.com |
121 Countryside Court Ste.140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/estradaaaron/ |
|
|
|
|
https://www.linkedin.com/company/estradawebb/ |
https://www.estradawebb.com/ |
Estrada Webb & Associates is committed to you and your financial success. We continually strive to provide you with consistent, high-quality services in the important areas of financial advice and advocacy. Understanding that each area of your financial life operates both independently and interdependently of other areas, our goal is to simplify your financial life in a world that wants to keep it complicated. |
|
| Estrada Webb & Associates |
Morgan |
Webb |
Managing Partner & Co-Founder |
(682) 472-2501 |
WM |
morgan@estradawebb.com |
contact@estradawebb.com |
121 Countryside Court Ste.140 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/webbmorgan/ |
|
|
|
|
https://www.linkedin.com/company/estradawebb/ |
https://www.estradawebb.com/ |
Estrada Webb & Associates is committed to you and your financial success. We continually strive to provide you with consistent, high-quality services in the important areas of financial advice and advocacy. Understanding that each area of your financial life operates both independently and interdependently of other areas, our goal is to simplify your financial life in a world that wants to keep it complicated. |
|
| ETF Capital Management |
Larry |
Berman |
Partner, Chief Investment Officer |
(416) 223-3837 |
WM |
larry.berman@etfcm.com |
moreinfo@etfcm.com |
5160 Yonge Street Suite 1860 |
Toronto |
ON |
M2N 6L9 |
Canada |
North America |
https://www.linkedin.com/in/larryberman/ |
|
2.006 |
$0.4 billion |
|
https://www.linkedin.com/company/etf-capital-management/ |
https://www.etfcm.com/ |
ETF Capital Management (ETFCM) is a Portfolio Management firm specializing in custom tailored wealth management solutions for affluent Canadian Investors. We combine the themes of wealth preservation and growth, financial and estate planning, diversified ETF-based investing, and global tactical asset allocation. |
|
| ETF Capital Management |
Jared |
Rabinowitz |
Partner, President & COO |
(416) 223-3837 ext 223 |
WM |
jared.rabinowitz@etfcm.com |
moreinfo@etfcm.com |
5160 Yonge Street Suite 1860 |
Toronto |
ON |
M2N 6L9 |
Canada |
North America |
https://www.linkedin.com/in/jared-rabinowitz-593a311/ |
|
2.006 |
$0.4 billion |
|
https://www.linkedin.com/company/etf-capital-management/ |
https://www.etfcm.com/ |
ETF Capital Management (ETFCM) is a Portfolio Management firm specializing in custom tailored wealth management solutions for affluent Canadian Investors. We combine the themes of wealth preservation and growth, financial and estate planning, diversified ETF-based investing, and global tactical asset allocation. |
|
| Ethos Private Wealth |
Matthew |
Lapides |
Founder and President |
(305) 602-1000 |
WM |
mlapides@ethosprivatewealth.com |
mlapides@ethosprivatewealth.com |
3109 Grand Avenue, Suite 261 |
Coconut Grove |
FL |
33133 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-lapides-8976ab14/ |
|
|
$20 million |
|
|
http://ethosprivatewealth.com |
Executive management in the wealth management, private banking and investment banking. Founder of a boutique multi-family office, capital markets/real estate development and Investment Banking firm. |
|
| Eubel Brady & Suttman Asset Management, Inc. |
Ronald |
Eubel |
Co-Chief Investment Officer |
(937) 291-1223 |
WM |
ron@ebs-asset.com |
info@ebs-asset.com |
10100 Innovation Drive, Suite 410 |
Dayton |
OH |
45342 |
United States of America |
North America |
https://www.linkedin.com/in/ron-eubel-151aa49/ |
|
1.993 |
$1.2B |
|
https://www.linkedin.com/company/ebs-asset-management/ |
http://www.ebs-asset.com/ |
EBS is a Registered Investment Adviser located in Dayton, Ohio. EBS manages separate accounts for individuals and businesses including trusts, foundations, corporations, and ERISA plans. The firm was founded in 1993 by Ronald L. Eubel, Mark E. Brady, and Robert J. Suttman II, CFA who have worked together for more than 30 years in the investment industry managing value-oriented portfolios. |
|
| Euro Family Office |
Verena |
Soom |
Founder |
34-952-86-00-97 |
WM |
verena@eurofamilyoffice.eu |
info@eurofamilyoffice.eu |
Avenida Ricardo Soriano, 4-5E
P.O.B. - Apto 246 |
Marbella |
|
E-29600 |
Spain |
Europe |
|
|
|
|
|
|
http://eurofamilyoffice.eu |
Euro Family Office S.L. (EFO), is an independent consulting firm with a holistic approach to all financial, legal, tax, real estate, insurance, retirement planning and other family matters. |
|
| Euro Family Office |
Pablo |
Ruiz de Peralta y Casallo |
CoFounder |
34-952-86-00-97 |
WM |
deperalta@eurofamilyoffice.eu |
info@eurofamilyoffice.eu |
Avenida Ricardo Soriano, 4-5E
P.O.B. - Apto 246 |
Marbella |
|
E-29600 |
Spain |
Europe |
https://www.linkedin.com/in/pablo-casallo-ba4b1924/ |
|
|
|
|
|
http://eurofamilyoffice.eu |
Euro Family Office S.L. (EFO), is an independent consulting firm with a holistic approach to all financial, legal, tax, real estate, insurance, retirement planning and other family matters. |
|
| EuroCapital Advisors LLC |
Patricio |
Diez R-Valdespino |
Shareholding Founding Partner |
(786) 621-5858 |
WM |
pdiez@eurocapital-advisors.com |
|
848, Brickell Avenue, Suite 1235 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/patriciod/ |
|
|
$100M |
|
|
http://eurocapital-advisors.com/ |
EUROCAPITAL advisors LLC was incorporated in 2001 by a team of professionals with the purpose of providing solutions to high net worth clients who require personalized service, independent wealth management advising under the highest information security and confidentiality standards. Our mission is to create, together with you, an investment strategy to optimize the returns on your capital in a safe and efficient way. To reach this goal, we monitor and complement your traditional banks and money managers and coordinate effectively the job of a broad network of outside professionals and specialists who work in the different areas connected to the comprehensive management of our client's financial wealth, such as legal-tax services, insurance, art, etc. |
|
| Evans Investment Counsel |
Rob |
Evans |
Partner & Portfolio Manager |
(416) 368-9310 Ext. 227 |
WM |
revans@evansinvestmentcounsel.com |
info@evansic.com |
1202- 181 University Avenue |
Toronto |
ON |
M5H 3M7 |
Canada |
North America |
|
|
1.988 |
$1.2 billion |
|
|
https://www.evansinvestmentcounsel.com/ |
Evans Investment Counsel provides investment management services to a number of high net worth individuals, families, private foundations and business owners. |
|
| Evans Investment Counsel |
Keith |
Martin |
Partner & Portfolio Manager |
(416) 368-9310 |
WM |
kmartin@evansinvestmentcounsel.com |
info@evansic.com |
1202- 181 University Avenue |
Toronto |
ON |
M5H 3M7 |
Canada |
North America |
https://www.linkedin.com/in/keith-martin-456b808/ |
|
1.988 |
$1.2 billion |
|
|
https://www.evansinvestmentcounsel.com/ |
Evans Investment Counsel provides investment management services to a number of high net worth individuals, families, private foundations and business owners. |
|
| Evanson Asset Management, LLC |
Steven Edward |
Evanson |
Founder, CEO, and Chief Compliance Officer |
(800) 624-1015 |
WM |
steven@evansonasset.com |
steven@evansonasset.com |
3483 Greenfield Place |
Carmel |
CA |
93923 |
United States of America |
North America |
https://www.linkedin.com/in/steven-evanson-aa2250a/ |
|
1.995 |
$4.6B |
|
|
https://www.evansonasset.com/ |
EAM is a registered investment advisor with the Securities and Exchange Commission and as of January 2020 manages over $4.6 billion in assets for clients. We have pioneered and promoted very low fixed quarterly retainer fees since 1995. Our typical fees are between $625/quarter and $2000/quarter. |
|
| Evanston Capital Management |
David |
Wagner |
Principal, Chairman |
(847) 328-4961 |
WM |
dwagner@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/david-wagner-18a42015/ |
|
2.002 |
|
|
https://www.linkedin.com/company/evanston-capital-management-llc/ |
https://www.evanstoncap.com/ |
Evanston Capital Management, LLC is an alternative investment management firm with approximately $3.0 billion in assets under management as of April 1, 2020. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
|
| Evanston Capital Management |
Adam |
Blitz |
Principal, CEO and Chief Investment Officer |
(847) 328-4961 |
WM |
ablitz@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/evanston-capital-management-llc/ |
https://www.evanstoncap.com/ |
Evanston Capital Management, LLC is an alternative investment management firm with approximately $3.0 billion in assets under management as of April 1, 2020. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
|
| Evanston Capital Management |
Kenneth |
Meister |
Principal, President and COO |
(847) 328-4961 |
WM |
kmeister@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/ken-meister-cfa-506b3012/ |
|
2.002 |
|
|
https://www.linkedin.com/company/evanston-capital-management-llc/ |
https://www.evanstoncap.com/ |
Evanston Capital Management, LLC is an alternative investment management firm with approximately $3.0 billion in assets under management as of April 1, 2020. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
|
| Evanston Capital Management |
Ryan |
Cahill |
Principal, CFO |
(847) 328-4961 |
WM |
rcahill@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-cahill-75299641/ |
|
2.002 |
|
|
https://www.linkedin.com/company/evanston-capital-management-llc/ |
https://www.evanstoncap.com/ |
Evanston Capital Management, LLC is an alternative investment management firm with approximately $3.0 billion in assets under management as of April 1, 2020. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
|
| Evanston Capital Management |
Kristen |
VanGelder |
Principal, Deputy Chief Investment Officer |
(847) 328-4961 |
WM |
kvangelder@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/kristen-vangelder-cfa-3bb20a100/ |
|
2.002 |
|
|
https://www.linkedin.com/company/evanston-capital-management-llc/ |
https://www.evanstoncap.com/ |
Evanston Capital Management, LLC is an alternative investment management firm with approximately $3.0 billion in assets under management as of April 1, 2020. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
|
| Evanston Capital Management |
Lance |
Donenberg |
Principal, Head of Strategic Business Development |
(847) 328-4961 |
WM |
ldonenberg@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/lance-donenberg-24310b26/ |
|
2.002 |
|
|
https://www.linkedin.com/company/evanston-capital-management-llc/ |
https://www.evanstoncap.com/ |
Evanston Capital Management, LLC is an alternative investment management firm with approximately $3.0 billion in assets under management as of April 1, 2020. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
|
| Evensky & KATZ |
Harold |
Evensky |
Chairman |
(305) 448-8882 |
WM |
HEvensky@EK-FF.com |
TGang@Evensky.com |
4000 Ponce de Leon Boulevard Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/haroldevensky/ |
|
1.985 |
$2 billion |
|
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky & KATZ |
Steven |
Foldes |
Vice Chairman |
(305) 448-8882 ext 240 |
WM |
Sfoldes@EK-FF.com |
TGang@Evensky.com |
4000 Ponce de Leon Boulevard Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/steve-foldes-cfp-jd-cmfc-148a9b2a/ |
|
1.985 |
$2 billion |
|
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky & KATZ |
Matthew |
McGrath |
Managing Partner |
(305) 448-8882 ext 206 |
WM |
MMcGrath@EK-FF.com |
TGang@Evensky.com |
4000 Ponce de Leon Boulevard Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/matthewamcgrath/ |
|
1.985 |
$2 billion |
|
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky & Katz/ Foldes Financial Wealth Management |
Lane |
Jones |
Principal, Chief Investment Officer & Wealth Manager |
(305) 448-8882 Ext. 238 |
WM |
ljones@ek-ff.com |
DGarcia@Evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/lanejones/ |
|
1.985 |
$1.6B |
|
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky & Katz/ Foldes Financial Wealth Management |
Michael |
Hoeflinger |
Wealth Manager |
(305) 448-8882 Ext. 241 |
WM |
mhoeflinger@ek-ff.com |
DGarcia@Evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-mungavin-cfp®-crc®-20a0a79/ |
|
1.985 |
$1.6B |
|
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky & Katz/ Foldes Financial Wealth Management |
Brett |
Horowitz |
Principal & Wealth Manager |
(305) 448-8882 Ext. 216 |
WM |
BHorowitz@Evensky.com |
DGarcia@Evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/brettdhorowitz/ |
|
1.985 |
$1.6B |
|
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky Katz |
Lane |
Jones |
Chief Investment Officer / Wealth Manager & Principal |
(305) 448-8882 ext238 |
WM |
LJones@Evensky.com |
david@evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/lanejones/ |
|
1.985 |
|
|
https://www.linkedin.com/company/evensky-&-katz |
https://evensky.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky Katz |
Matthew |
McGrath |
Managing Partner / Wealth Manager & Principal |
(305) 448-8882 ext206 |
WM |
MMcGrath@Evensky.com |
david@evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/matthewamcgrath/ |
|
1.985 |
|
|
https://www.linkedin.com/company/evensky-&-katz |
https://evensky.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky Katz |
Joshua |
Mungavin |
Wealth Manager & Principals |
(305) 448-8882 ext219 |
WM |
JMungavin@Evensky.com |
david@evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-mungavin-cfp®-crc®-20a0a79/ |
|
1.985 |
|
|
https://www.linkedin.com/company/evensky-&-katz |
https://evensky.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky Katz |
Marcos |
Segrera |
Senior Financial Advisor |
(305) 448-8882 ext212 |
WM |
Msegrera@Evensky.com |
david@evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/msegrera/ |
|
1.985 |
|
|
https://www.linkedin.com/company/evensky-&-katz |
https://evensky.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky Katz |
Katherine |
Soko |
Senior Financial Advisor |
(305) 448-8882 ext243 |
WM |
KSojo@Evensky.com |
david@evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
|
|
1.985 |
|
|
https://www.linkedin.com/company/evensky-&-katz |
https://evensky.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evensky Katz |
Michael |
Walsh |
Wealth Manager |
(305) 448-8882 ext213 |
WM |
Mwalsh@Evensky.com |
david@evensky.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/mcwalsh1/ |
|
1.985 |
|
|
https://www.linkedin.com/company/evensky-&-katz |
https://evensky.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Evercore Wealth Management |
Darlene |
Marchesani |
Managing Director |
(302) 304-7361 |
WM |
darlene.marchesani@evercore.com |
|
300 Delaware Avenue, Suite 1225 |
Wilmington |
DE |
19801 |
United States of America |
North America |
https://www.linkedin.com/in/darlene-m-marchesani-95811ba/ |
|
2.009 |
|
|
https://www.linkedin.com/company/evercoretrustcompanyn.a./ |
https://www.evercorewealthandtrust.com/ |
Evercore Trust Company, N.A. ("Evercore Trust"), a limited purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. Evercore Trust also provides personal trustee, executor, and custody services for Evercore Wealth Management, an affiliated wealth management firm. |
|
| Evercore Wealth Management, LLC |
John |
Apruzzese |
Partner, Chief Investment Officer |
(212) 822-7623 |
WM |
apruzzese@evercore.com |
|
55 East 52nd Street |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/apruzzese-john-8b380b14/ |
|
2.008 |
$6.47 billion |
|
https://www.linkedin.com/company/evercore-wealth-management-llc/ |
http://www.evercorewealthmanagement.com |
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. |
|
| Evercore Wealth Management, LLC |
Timothy |
Barrett |
Partner, Portfolio Manager |
(212) 857-3100 |
WM |
tim.barrett@evercore.com |
|
55 East 52nd Street |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/timbbarrett/ |
|
2.008 |
$6.47 billion |
|
https://www.linkedin.com/company/evercore-wealth-management-llc/ |
http://www.evercorewealthmanagement.com |
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. |
|
| Evercore Wealth Management, LLC |
Jonathan |
Bergner |
Managing Director, Portfolio Manager |
(212) 857-3100 |
WM |
jonathan.bergner@evercore.com |
|
55 East 52nd Street |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-bergner-459b6417/ |
|
2.008 |
$6.47 billion |
|
https://www.linkedin.com/company/evercore-wealth-management-llc/ |
http://www.evercorewealthmanagement.com |
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. |
|
| Evercore Wealth Management, LLC |
Jewelle |
Bickford |
Partner, Financial Advisor |
(212) 849-1640 |
WM |
Jewelle.Bickford@evercore.com |
|
55 East 52nd Street |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/jewellebickford/ |
|
2.008 |
$6.47 billion |
|
https://www.linkedin.com/company/evercore-wealth-management-llc/ |
http://www.evercorewealthmanagement.com |
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. |
|
| Evercore Wealth Management, LLC |
Debora |
Carswell |
Managing Director, Financial Advisor |
(212) 857-3100 |
WM |
debora.carswell@evercore.com |
|
55 East 52nd Street |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/debbie-carswell-04700978/ |
|
2.008 |
$6.47 billion |
|
https://www.linkedin.com/company/evercore-wealth-management-llc/ |
http://www.evercorewealthmanagement.com |
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. |
|
| Everett Harris & Co. |
Jim |
Ward |
Chief Investment Officer |
(213) 625-2677 |
WM |
jward@everettharris.com |
info@everettharris.com |
801 South Figueroa Street, Suite 2050 |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/jim-ward-b17bb424/ |
|
1.937 |
$6B |
|
|
http://www.everettharris.com/ |
Everett Harris & Co. operates as an investment advisory firm. The Company offers portfolio management and investment supervisory services. Everett Harris serves individuals, families, and institutions in the United States. |
|
| Evergreen Wealth Solutions |
Andrew |
Harris |
Founder & President |
(570) 601-6960 |
WM |
andy@egwealth.com |
info@egwealth.com |
1000 Commerce Park Drive, Suite 407 |
Williamsport |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/ed-barone-cbec-/ |
|
2.015 |
|
|
https://www.linkedin.com/company/evergreen-wealth-solutions/ |
https://www.evergreenwealthsolutions.com/ |
Evergreen is a Client Centric Wealth Management Firm. We’re real people serving real people, and we believe that the client’s interests always come first. We view managing your assets as a unique opportunity and privilege, and we manage them as if they were our own. We work as an ensemble, which means that you benefit from our collective knowledge and experience as well as our individual expertise. Together, we’ll collaboratively create, implement and manage solutions that are tailored to help you reach and sustain your financial goals. |
|
| Evergreen Wealth Solutions |
Ed |
Barone |
Wealth Manager |
(570) 601-6960 |
WM |
ed@egwealth.com |
info@egwealth.com |
1000 Commerce Park Drive, Suite 407 |
Williamsport |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/georgia-potts/ |
|
2.015 |
|
|
https://www.linkedin.com/company/evergreen-wealth-solutions/ |
https://www.evergreenwealthsolutions.com/ |
Evergreen is a Client Centric Wealth Management Firm. We’re real people serving real people, and we believe that the client’s interests always come first. We view managing your assets as a unique opportunity and privilege, and we manage them as if they were our own. We work as an ensemble, which means that you benefit from our collective knowledge and experience as well as our individual expertise. Together, we’ll collaboratively create, implement and manage solutions that are tailored to help you reach and sustain your financial goals. |
|
| Evergreen Wealth Solutions |
Georgia |
Potts |
Operations Manager |
(570) 601-6960 |
WM |
georgia@egwealth.com |
info@egwealth.com |
1000 Commerce Park Drive, Suite 407 |
Williamsport |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/georgia-potts/ |
|
2.015 |
|
|
https://www.linkedin.com/company/evergreen-wealth-solutions/ |
https://www.evergreenwealthsolutions.com/ |
Evergreen is a Client Centric Wealth Management Firm. We’re real people serving real people, and we believe that the client’s interests always come first. We view managing your assets as a unique opportunity and privilege, and we manage them as if they were our own. We work as an ensemble, which means that you benefit from our collective knowledge and experience as well as our individual expertise. Together, we’ll collaboratively create, implement and manage solutions that are tailored to help you reach and sustain your financial goals. |
|
| Evermay Wealth Management, LLC |
Damon |
White |
COO and CoFounder |
(703) 822-5696 |
WM |
DWhite@evermaywealth.com |
info@evermaywealth.com |
1776 Wilson Boulevard, Suite 520 |
Arlington |
VA |
22209 |
United States of America |
North America |
https://www.linkedin.com/in/damon-white-1294816/ |
|
2.009 |
$430M |
|
https://www.linkedin.com/company/evermay-wealth-management-llc/ |
https://www.evermaywealth.com/ |
As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. |
|
| Evermay Wealth Management, LLC |
Elizabeth |
Larson |
Senior Wealth Advisor and Principal |
(703) 822-5696 |
WM |
BLarson@evermaywealth.com |
info@evermaywealth.com |
1776 Wilson Boulevard, Suite 520 |
Arlington |
VA |
22209 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-s-larson-cfa-0961aa46/ |
|
2.009 |
$430M |
|
https://www.linkedin.com/company/evermay-wealth-management-llc/ |
https://www.evermaywealth.com/ |
As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. |
|
| Evermay Wealth Management, LLC |
William |
Pitt |
President & Co-Founder |
(703) 822-5696 |
WM |
wpitt@evermaywealth.com |
info@evermaywealth.com |
1776 Wilson Boulevard, Suite 520 |
Arlington |
VA |
22209 |
United States of America |
North America |
https://www.linkedin.com/in/williampitt/ |
|
2.009 |
$430M |
|
https://www.linkedin.com/company/evermay-wealth-management-llc/ |
https://www.evermaywealth.com/ |
As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. |
|
| Evermay Wealth Management, LLC |
Biljana |
McKinley |
Wealth Advisor & Co-Founder |
(703) 822-5696 |
WM |
bmckinley@evermaywealth.com |
info@evermaywealth.com |
1776 Wilson Boulevard, Suite 520 |
Arlington |
VA |
22209 |
United States of America |
North America |
https://www.linkedin.com/in/biljana-mckinley-39592b3/ |
|
2.009 |
$430M |
|
https://www.linkedin.com/company/evermay-wealth-management-llc/ |
https://www.evermaywealth.com/ |
As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. |
|
| Evesham Capital Management |
Derrick |
Phillips |
Managing Partner |
(800) 769-5771 |
WM |
rphillips@eveshamcapital.com |
evesham@eveshamcapital.com |
1317 Rt. 73 |
Mt Laurel |
NJ |
08054 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eveshamcapital.com/ |
Evesham Capital Management is a boutique wealth management firm that provides asset and investment management services to individuals and corporations in the Greater Philadelphia area. |
|
| Evesham Capital Management |
Aaron |
Nelson |
SVP, Investment Advisor |
(800) 769-5771 |
WM |
anelson@eveshamcapital.com |
evesham@eveshamcapital.com |
1317 Rt. 73 |
Mt Laurel |
NJ |
08054 |
United States of America |
North America |
https://www.linkedin.com/in/aaron-nelson-564211/ |
|
|
|
|
|
https://www.eveshamcapital.com/ |
Evesham Capital Management is a boutique wealth management firm that provides asset and investment management services to individuals and corporations in the Greater Philadelphia area. |
|
| Evesham Capital Management |
Cliff |
Brown |
SVP, Wealth Management |
(800) 769-5771 |
WM |
cbrown@eveshamcapital.com |
evesham@eveshamcapital.com |
1317 Rt. 73 |
Mt Laurel |
NJ |
08054 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eveshamcapital.com/ |
Evesham Capital Management is a boutique wealth management firm that provides asset and investment management services to individuals and corporations in the Greater Philadelphia area. |
|
| Evesham Capital Management |
Al |
McMahon |
VP, Employee Benefits |
(800) 769-5771 |
WM |
amcmahon@eveshamcapital.com |
evesham@eveshamcapital.com |
1317 Rt. 73 |
Mt Laurel |
NJ |
08054 |
United States of America |
North America |
|
|
|
|
|
|
https://www.eveshamcapital.com/ |
Evesham Capital Management is a boutique wealth management firm that provides asset and investment management services to individuals and corporations in the Greater Philadelphia area. |
|
| Evolution Wealth Advisors LLC |
Roberto |
Vainrub |
President |
(305) 921-4740 |
WM |
rvainrub@ewadvisors.net |
info@ewadvisors.net |
20900 NE 30th Avenue, Suite 517 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/roberto-vainrub-599a6/ |
|
2.017 |
|
|
https://www.linkedin.com/company/evolution-wealth-advisors-llc/ |
https://www.ewadvisors.net/ |
Evolution Wealth Advisors is a Registered Investment Advisor with the SEC (however, our registration as an investment advisor does not imply any level of skill or training) managed by a group with over 20 years of experience in the Asset Management Industry. We provide, under an all-inclusive management fee, wealth management services for investment accounts based on the client’s investment objectives and risk profiles. Among other alternatives, we offer the following portfolios: Conservative, Moderate, Growth, Growth Plus, Fixed Income High Yield and Fixed Income Investment Grade. |
|
| Evolution Wealth Advisors LLC |
Luciana |
Roditi |
Compliance Officer |
(305) 921-4740 |
WM |
lroditi@ewadvisors.net |
info@ewadvisors.net |
20900 NE 30th Avenue, Suite 517 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/lucy-roditi-8bab502b/ |
|
2.017 |
|
|
https://www.linkedin.com/company/evolution-wealth-advisors-llc/ |
https://www.ewadvisors.net/ |
Evolution Wealth Advisors is a Registered Investment Advisor with the SEC (however, our registration as an investment advisor does not imply any level of skill or training) managed by a group with over 20 years of experience in the Asset Management Industry. We provide, under an all-inclusive management fee, wealth management services for investment accounts based on the client’s investment objectives and risk profiles. Among other alternatives, we offer the following portfolios: Conservative, Moderate, Growth, Growth Plus, Fixed Income High Yield and Fixed Income Investment Grade. |
|
| EWM Global |
Wolfgang |
Schroter |
Senior Managing Director, CEO |
41 449 131 900 |
WM |
wolfgang.schroter@ewmglobal.com |
hr@ewmglobal.com |
Talacker 41 |
Zurich |
|
8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/dr-wolfgang-schroter-6731899/ |
|
2.001 |
|
|
https://www.linkedin.com/company/ewmglobal/ |
https://www.ewmglobal.com |
Founded in 2001, our goal was to develop a web-based deferred cash platform for a small group of investment banks. Since then, EWM Global has evolved into a suite of highly flexible products that are custom-tailored to our rapidly growing client base. Once a niche market, deferred cash, equity, carried interest and co-investment plans are now common place amongst virtually all financial institutions. Recognizing the need for expertise in this arena, we developed a system capable of administering virtually any financial instrument within plans of great complexity. Not only did our system evolve to meet this growing demand, our expertise expanded to accommodate an international client base with a wide range of operational and regulatory requirements. Our plans now serve employees in more than 4,000 cities across 70 countries. |
|
| EWM Global |
Lee |
Khandelwal |
CTO |
41 449 131 900 |
WM |
lee.khandelwal@ewmglobal.com |
hr@ewmglobal.com |
Talacker 41 |
Zurich |
|
8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/lee-khandelwal-bb730920/ |
|
2.001 |
|
|
https://www.linkedin.com/company/ewmglobal/ |
https://www.ewmglobal.com |
Founded in 2001, our goal was to develop a web-based deferred cash platform for a small group of investment banks. Since then, EWM Global has evolved into a suite of highly flexible products that are custom-tailored to our rapidly growing client base. Once a niche market, deferred cash, equity, carried interest and co-investment plans are now common place amongst virtually all financial institutions. Recognizing the need for expertise in this arena, we developed a system capable of administering virtually any financial instrument within plans of great complexity. Not only did our system evolve to meet this growing demand, our expertise expanded to accommodate an international client base with a wide range of operational and regulatory requirements. Our plans now serve employees in more than 4,000 cities across 70 countries. |
|
| EWM Global |
Tom |
Pittman |
CMO |
44 203 790-7300 |
WM |
tom.pittman@ewmglobal.com |
hr@ewmglobal.com |
55-57 High Holborn |
London |
|
WC1V 6DX |
United Kingdom |
Europe |
https://www.linkedin.com/in/tom-pittman-2bb38a19/ |
|
2.001 |
|
|
https://www.linkedin.com/company/ewmglobal/ |
https://www.ewmglobal.com |
Founded in 2001, our goal was to develop a web-based deferred cash platform for a small group of investment banks. Since then, EWM Global has evolved into a suite of highly flexible products that are custom-tailored to our rapidly growing client base. Once a niche market, deferred cash, equity, carried interest and co-investment plans are now common place amongst virtually all financial institutions. Recognizing the need for expertise in this arena, we developed a system capable of administering virtually any financial instrument within plans of great complexity. Not only did our system evolve to meet this growing demand, our expertise expanded to accommodate an international client base with a wide range of operational and regulatory requirements. Our plans now serve employees in more than 4,000 cities across 70 countries. |
|
| EWM Global |
Geoff |
Gottlieb |
Senior Managing Director |
(203) 801-4360 |
WM |
geoff.gottlieb@ewmglobal.com |
hr@ewmglobal.com |
1177 Summer St., 6th Floor |
Stamford |
CT |
06905 |
United States of America |
North America |
https://www.linkedin.com/in/geoff-gottlieb-b4719a1/ |
|
2.001 |
|
|
https://www.linkedin.com/company/ewmglobal/ |
https://www.ewmglobal.com |
Founded in 2001, our goal was to develop a web-based deferred cash platform for a small group of investment banks. Since then, EWM Global has evolved into a suite of highly flexible products that are custom-tailored to our rapidly growing client base. Once a niche market, deferred cash, equity, carried interest and co-investment plans are now common place amongst virtually all financial institutions. Recognizing the need for expertise in this arena, we developed a system capable of administering virtually any financial instrument within plans of great complexity. Not only did our system evolve to meet this growing demand, our expertise expanded to accommodate an international client base with a wide range of operational and regulatory requirements. Our plans now serve employees in more than 4,000 cities across 70 countries. |
|
| Excelsior Wealth Management - Morgan Stanley |
Craig |
Pastolove |
Managing Director, Private Wealth Management, Financial Advisor, Alternative Investment Director |
(212) 296-1026 |
WM |
Craig.Pastolove@morganstanleypwm.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/craigpastolove/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/excelsior-wealth-management |
Excelsior Wealth Management Group utilizes the vast resources of one of the world’s strongest financial institutions to help meet the complex and often unique needs of families with wealth. The consultative nature of our practice enables us to work side-by-side with your existing tax and legal advisors in a coordinated effort to best serve your needs. You will appreciate the attention we pay to every detail of your financial plan. It is on this basis that we believe clients are comfortable recommending our services to friends, colleagues and other family members. Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. We develop a financial blueprint to oversee the accumulation, preservation and ultimate transfer of your wealth. |
|
| Excelsior Wealth Management - Morgan Stanley |
Scott |
Sklar |
Managing Director, Wealth Management, Financial Advisor |
(212) 296-7473 |
WM |
Scott.Sklar@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/scottsklar/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/excelsior-wealth-management |
Excelsior Wealth Management Group utilizes the vast resources of one of the world’s strongest financial institutions to help meet the complex and often unique needs of families with wealth. The consultative nature of our practice enables us to work side-by-side with your existing tax and legal advisors in a coordinated effort to best serve your needs. You will appreciate the attention we pay to every detail of your financial plan. It is on this basis that we believe clients are comfortable recommending our services to friends, colleagues and other family members. Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. We develop a financial blueprint to oversee the accumulation, preservation and ultimate transfer of your wealth. |
|
| Excelsior Wealth Management - Morgan Stanley |
Jesse |
Friedman |
Senior Vice President, Wealth Management, Financial Advisor |
(212) 296-1030 |
WM |
Jesse.Friedman@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/jesse-friedman-02b16527/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/excelsior-wealth-management |
Excelsior Wealth Management Group utilizes the vast resources of one of the world’s strongest financial institutions to help meet the complex and often unique needs of families with wealth. The consultative nature of our practice enables us to work side-by-side with your existing tax and legal advisors in a coordinated effort to best serve your needs. You will appreciate the attention we pay to every detail of your financial plan. It is on this basis that we believe clients are comfortable recommending our services to friends, colleagues and other family members. Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. We develop a financial blueprint to oversee the accumulation, preservation and ultimate transfer of your wealth. |
|
| Excelsior Wealth Management - Morgan Stanley |
Janne |
Lee |
Assistant Vice President |
(212) 296-1029 |
WM |
janne.lee@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/janne-lee-92a4821b5/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/excelsior-wealth-management |
Excelsior Wealth Management Group utilizes the vast resources of one of the world’s strongest financial institutions to help meet the complex and often unique needs of families with wealth. The consultative nature of our practice enables us to work side-by-side with your existing tax and legal advisors in a coordinated effort to best serve your needs. You will appreciate the attention we pay to every detail of your financial plan. It is on this basis that we believe clients are comfortable recommending our services to friends, colleagues and other family members. Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. We develop a financial blueprint to oversee the accumulation, preservation and ultimate transfer of your wealth. |
|
| Excelsior Wealth Management - Morgan Stanley |
Chad |
Levy |
Financial Advisor |
(212) 296-7470 |
WM |
chad.levy@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/chad-levy-cfp®-939b5254/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/excelsior-wealth-management |
Excelsior Wealth Management Group utilizes the vast resources of one of the world’s strongest financial institutions to help meet the complex and often unique needs of families with wealth. The consultative nature of our practice enables us to work side-by-side with your existing tax and legal advisors in a coordinated effort to best serve your needs. You will appreciate the attention we pay to every detail of your financial plan. It is on this basis that we believe clients are comfortable recommending our services to friends, colleagues and other family members. Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. We develop a financial blueprint to oversee the accumulation, preservation and ultimate transfer of your wealth. |
|
| Excelsior Wealth Management - Morgan Stanley |
Carolina |
Chatila |
Wealth Planning Specialist |
(212) 296-0971 |
WM |
carolina.chatila@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/carolina-chatila-201268b1/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/excelsior-wealth-management |
Excelsior Wealth Management Group utilizes the vast resources of one of the world’s strongest financial institutions to help meet the complex and often unique needs of families with wealth. The consultative nature of our practice enables us to work side-by-side with your existing tax and legal advisors in a coordinated effort to best serve your needs. You will appreciate the attention we pay to every detail of your financial plan. It is on this basis that we believe clients are comfortable recommending our services to friends, colleagues and other family members. Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. We develop a financial blueprint to oversee the accumulation, preservation and ultimate transfer of your wealth. |
|
| Executive Monetary Management, LLC |
William |
Aaron |
CoFounder |
(212) 476-5333; M (917) 355-9382 |
WM |
BillAaron100@gmail.com |
|
220 East 42nd Street, 32nd Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/william-aaron-01565521/ |
|
|
$2,690 million |
|
|
http://www.emmwealth.co/ |
|
|
| Exencial Wealth Advisors |
John |
Burns |
CEO |
(405) 478-1971 |
WM |
jburns@exencialwealth.com |
|
2601 Network Boulevard, Suite 400 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/john-burns-cfp®-b6b7704/ |
|
2.012 |
|
|
https://www.linkedin.com/company/exencial-wealth-advisors |
https://exencialwealth.com/ |
Exencial is a leading independent wealth management firm. |
|
| Exencial Wealth Advisors |
Tim |
Courtney |
Chief Investment Officer |
(405) 478-1971 |
WM |
tcourtney@exencialwealth.com |
|
2601 Network Boulevard, Suite 400 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/timcourtney1/ |
|
2.012 |
|
|
https://www.linkedin.com/company/exencial-wealth-advisors |
https://exencialwealth.com/ |
Exencial is a leading independent wealth management firm. |
|
| Exencial Wealth Advisors |
Caleb |
Dillard |
COO |
(405) 478-1971 |
WM |
cdillard@exencialwealth.com |
|
2601 Network Boulevard, Suite 400 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/caleb-dillard-cfa/ |
|
2.012 |
|
|
https://www.linkedin.com/company/exencial-wealth-advisors |
https://exencialwealth.com/ |
Exencial is a leading independent wealth management firm. |
|
| Exencial Wealth Advisors |
Derek |
Northup |
CFO & Tax Director |
Office: (972) 985-7162, Direct: (469) 573-3829, Mobile: (214) 808-5720 |
WM |
DNorthup@exencialwealth.com |
|
2601 Network Boulevard, Suite 400 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/derek-northup-cpa-575b1820/ |
|
2.012 |
|
|
https://www.linkedin.com/company/exencial-wealth-advisors |
https://exencialwealth.com/ |
Exencial is a leading independent wealth management firm. |
|
| Exencial Wealth Advisors |
Marshall |
Welke |
CCO & Director of Operations |
(405) 478-1971 |
WM |
MWelke@exencialwealth.com |
|
2601 Network Boulevard, Suite 400 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/marshallwelke/ |
|
2.012 |
|
|
https://www.linkedin.com/company/exencial-wealth-advisors |
https://exencialwealth.com/ |
Exencial is a leading independent wealth management firm. |
|
| Exencial Wealth Advisors |
John |
Brown |
Senior Wealth Advisor |
(972) 985-7162 |
WM |
JBrown@exencialwealth.com |
|
2601 Network Boulevard, Suite 400 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/john-brown-833a6915/ |
|
2.012 |
|
|
https://www.linkedin.com/company/exencial-wealth-advisors |
https://exencialwealth.com/ |
Exencial is a leading independent wealth management firm. |
|
| Exeter Financial |
Stephen |
Harrison |
Managing Partner |
(480) 588-0830 |
WM |
sharrison@exeterfinancial.com |
info@exeterfinancial.com |
7001 N. Scottsdale Rd., Suite 1055 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/efsteveharrison/ |
|
2.006 |
|
|
https://www.linkedin.com/company/exeter-financial/ |
http://exeterfinancial.com/ |
Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning. We place strong value on our client's personal fulfillment and satisfaction. We work closely with our clients to create a personalized plan that puts them in control and at ease for now and the future. |
|
| Exeter Financial |
Peter |
Helms |
Managing Partner |
(480) 588-0830 |
WM |
phelms@exeterfinancial.com |
info@exeterfinancial.com |
7001 N. Scottsdale Rd., Suite 1055 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/peter-helms-ba53b26/ |
|
2.006 |
|
|
https://www.linkedin.com/company/exeter-financial/ |
http://exeterfinancial.com/ |
Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning. We place strong value on our client's personal fulfillment and satisfaction. We work closely with our clients to create a personalized plan that puts them in control and at ease for now and the future. |
|
| Exeter Financial |
Kurt |
Gusinde |
Managing Director |
(480) 588-0830 |
WM |
kgusinde@exeterfinancial.com |
info@exeterfinancial.com |
7001 N. Scottsdale Rd., Suite 1055 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/kurtgusinde/ |
|
2.006 |
|
|
https://www.linkedin.com/company/exeter-financial/ |
http://exeterfinancial.com/ |
Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning. We place strong value on our client's personal fulfillment and satisfaction. We work closely with our clients to create a personalized plan that puts them in control and at ease for now and the future. |
|
| Exeter Financial |
Dorra |
Tang |
Director of Client Solutions |
(480) 588-0830 |
WM |
dtang@exeterfinancial.com |
info@exeterfinancial.com |
7001 N. Scottsdale Rd., Suite 1055 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/dorra-tang-9b866724/ |
|
2.006 |
|
|
https://www.linkedin.com/company/exeter-financial/ |
http://exeterfinancial.com/ |
Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning. We place strong value on our client's personal fulfillment and satisfaction. We work closely with our clients to create a personalized plan that puts them in control and at ease for now and the future. |
|
| Exeter Financial |
Christopher |
Klein |
Senior Financial Planner |
Direct: (480) 588-0837 |
WM |
CKlein@exeterfinancial.com |
info@exeterfinancial.com |
7001 N. Scottsdale Rd., Suite 1055 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/christopherkleinaz/ |
|
2.006 |
|
|
https://www.linkedin.com/company/exeter-financial/ |
http://exeterfinancial.com/ |
Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning. We place strong value on our client's personal fulfillment and satisfaction. We work closely with our clients to create a personalized plan that puts them in control and at ease for now and the future. |
|
| Expat Financial Planning |
Andrew |
Talbot |
Founder |
Office: 65 6240 6865, Mobile: 65 9824 1470 |
WM |
andrew@expatfinancialplanning.com |
info@expatfinancialplanning.com |
Level 28, 9 Battery Road |
Singapore |
|
049910 |
Singapore |
Asia |
https://www.linkedin.com/in/andrewtalbotcfp/ |
|
2.014 |
|
atalbot@avriowealth.com |
https://avriowealth.com/about-us/our-team |
https://www.expatfinancialplanning.com/ |
Expat Financial Planning, an unbiased, fee-based financial planning, advice and wealth management for international and cross-border expats.
We offer all new clients an initial meeting which is at our expense and without any obligation. This can take place at our offices in Singapore, at your home or another convenient location. We can also do this via video conference. At this stage we will get to know each other, with initial exploratory meetings and calls, when you can explain what has prompted you to seek financial planning advice and tell us about your background. |
|
| Exponent Investment Management Inc. |
Benoit |
Poliquin |
President & Lead Portfolio Manager |
(613) 747-2458 Ext. 40 |
WM |
benoit@ex-ponent.com |
info@ex-ponent.com |
180 Elgin Street, Suite 1302 |
Ottawa |
ON |
K2P 2K3 |
Canada |
North America |
https://www.linkedin.com/in/benoit-poliquin-cfp-cfa-6ab9691/ |
|
2.011 |
|
|
https://www.linkedin.com/company/exponent-investment-management/ |
https://www.ex-ponent.com |
Independent Wealth Management and Investment Management for Canadians. Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations. |
|
| Exponent Investment Management Inc. |
Graham |
Mayes |
Chief Investment Strategist & Partner |
(613) 747-2458 Ext. 41 |
WM |
graham@ex-ponent.com |
info@ex-ponent.com |
180 Elgin Street, Suite 1302 |
Ottawa |
ON |
K2P 2K3 |
Canada |
North America |
https://www.linkedin.com/in/graham-mayes-5874a86/ |
|
2.011 |
|
|
https://www.linkedin.com/company/exponent-investment-management/ |
https://www.ex-ponent.com |
Independent Wealth Management and Investment Management for Canadians. Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations. |
|
| Exponent Investment Management Inc. |
Matthew |
Hall |
Partner & Associate Portfolio Manager |
(613) 747-2458 Ext. 44 |
WM |
mathew@ex-ponent.com |
info@ex-ponent.com |
180 Elgin Street, Suite 1302 |
Ottawa |
ON |
K2P 2K3 |
Canada |
North America |
https://www.linkedin.com/in/mathew-hall-cfa-cfp-4419743b/ |
|
2.011 |
|
|
https://www.linkedin.com/company/exponent-investment-management/ |
https://www.ex-ponent.com |
Independent Wealth Management and Investment Management for Canadians. Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations. |
|
| Exponent Investment Management Inc. |
Stephan |
Desbiens |
Partner |
(613) 747-2458 Ext. 43 |
WM |
stephan@ex-ponent.com |
info@ex-ponent.com |
180 Elgin Street, Suite 1302 |
Ottawa |
ON |
K2P 2K3 |
Canada |
North America |
https://www.linkedin.com/in/stephan-desbiens-a26985a3/ |
|
2.011 |
|
|
https://www.linkedin.com/company/exponent-investment-management/ |
https://www.ex-ponent.com |
Independent Wealth Management and Investment Management for Canadians. Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations. |
|
| Exponent Investment Management Inc. |
Marlene |
Chaine |
Partner & Associate Portfolio Manager |
Direct: (613) 747-2458 Ext. 46, Mobile: (819) 968-9383 |
WM |
marlene@ex-ponent.com |
info@ex-ponent.com |
180 Elgin Street, Suite 1302 |
Ottawa |
ON |
K2P 2K3 |
Canada |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/exponent-investment-management/ |
https://www.ex-ponent.com |
Independent Wealth Management and Investment Management for Canadians. Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations. |
|
| F2 Analytics LLC |
Anthony |
Bird |
Founding Member |
(214) 612-6205 |
WM |
anthony@f2analytics.com |
admin@f2analytics.com |
2241 E Continental Blvd |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-bird-b4133127/ |
|
|
|
|
|
http://www.f2analytics.com/ |
F2 ANALYTICS, LLC is a multi-faceted boutique financial organization that focuses on the creation, preservation & maximization of wealth through an innovative management approach. |
|
| F2 Analytics LLC |
Brian |
Czerwinski |
Founding Member |
(214) 612-6205 |
WM |
brian@f2analytics.com |
admin@f2analytics.com |
2241 E Continental Blvd |
Southlake |
TX |
76092 |
United States of America |
North America |
|
|
|
|
|
|
http://www.f2analytics.com/ |
F2 ANALYTICS, LLC is a multi-faceted boutique financial organization that focuses on the creation, preservation & maximization of wealth through an innovative management approach. |
|
| FAI Wealth Management |
Lyn |
Dippel |
President & CEO |
(410) 715-9200 |
WM |
ldippel@faiwealth.com |
info@investfai.com |
10211 Wincopin Circle, Suite 220 |
Columbia |
MD |
21044 |
United States of America |
North America |
https://www.linkedin.com/in/lyndippel/ |
|
1.987 |
$325M |
|
https://www.linkedin.com/company/fai-wealth-management/ |
https://www.faiwealth.com/ |
At FAI Wealth Management, we understand that life has a way of happening. Crises, milestones and surprises all have their place. With our best-in-class financial guidance that combines thoughtful expertise with prudent foresight and maximum resiliency, you can triumphantly face whatever comes your way. |
|
| FAI Wealth Management |
Curtis |
Gross |
Principal & Chief Investment Officer |
(410) 715-9200 |
WM |
cgross@investfai.com |
info@investfai.com |
10211 Wincopin Circle, Suite 220 |
Columbia |
MD |
21044 |
United States of America |
North America |
https://www.linkedin.com/in/curtis-gross-cfa-10663117/ |
|
1.987 |
$325M |
|
https://www.linkedin.com/company/fai-wealth-management/ |
https://www.faiwealth.com/ |
At FAI Wealth Management, we understand that life has a way of happening. Crises, milestones and surprises all have their place. With our best-in-class financial guidance that combines thoughtful expertise with prudent foresight and maximum resiliency, you can triumphantly face whatever comes your way. |
|
| Fairhaven Wealth Management, LLC |
Marc |
Horner |
Wealth Advisor and Founder |
(630) 990-9000 |
WM |
mhorner@fairhavenw.com |
|
104 E. Roosevelt Road Suite 100 |
Wheaton |
IL |
60187 |
United States of America |
North America |
https://www.linkedin.com/in/mhorner/ |
|
2.015 |
|
|
https://www.linkedin.com/company/fairhaven-wealth-management/ |
https://www.fairhavenwealth.com/ |
Fairhaven Wealth Management is an independent, privately owned investment and wealth management firm serving select families and small to mid-sized businesses. At Fairhaven, our commitment is simple - we exist to
serve our clients...period. Our culture of service and accountability combined with prudent risk management
and tax-efficiency are the cornerstones of our client commitment. |
|
| Fairpointe Capital, LLC |
Michelle |
Katauskas |
Chief Compliance Officer / Director of Operations |
(312) 477-3300 |
WM |
mkatauskas@fairpointecapital.com |
jmeola@fairpointecapital.com |
1 N. Franklin Street, Suite 3300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-katauskas-1408983/ |
|
2.011 |
$2.6B |
|
https://www.linkedin.com/company/fairpointe-capital-llc/ |
https://fairpointecapital.com/ |
Fairpointe Capital is an investment management firm located in Chicago, Il. The firm is 100% employee-owned and majority women-owned. Fairpointe Capital provides separate account management to institutional and individual clients and offers sub-advisory services to domestic and international clients. The firm managed $2.6 billion in total assets as of June 30, 2019. |
|
| Fairport Asset Management |
Kenneth |
Coleman |
Managing Partner |
(216) 431-3833 |
WM |
Kenneth.Coleman@FairportAsset.com |
Hello@FairportAsset.com |
1350 Euclid Avenue, Suite 400 |
Cleveland |
OH |
44115-1833 |
United States of America |
North America |
https://www.linkedin.com/in/kennethjcoleman/ |
|
2.001 |
|
|
https://www.linkedin.com/company/fairport-wealth/ |
https://fairportwealth.com/ |
Fairport Wealth has been serving clients for over half a century, dating back to 1963 when our predecessor firm Roulston & Co. was founded by Thomas H. Roulston. Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group, which was founded by Paul Abbey in 1988.
Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self. |
|
| Fairport Asset Management |
Heather |
Ettinger |
Managing Partner |
(216) 431-3836 |
WM |
Heather.Ettinger@FairportAsset.com |
Hello@FairportAsset.com |
1350 Euclid Avenue, Suite 400 |
Cleveland |
OH |
44115-1833 |
United States of America |
North America |
https://www.linkedin.com/in/heatherettinger14/ |
|
2.001 |
|
|
https://www.linkedin.com/company/fairport-wealth/ |
https://fairportwealth.com/ |
Fairport Wealth has been serving clients for over half a century, dating back to 1963 when our predecessor firm Roulston & Co. was founded by Thomas H. Roulston. Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group, which was founded by Paul Abbey in 1988.
Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self. |
|
| Fairport Asset Management |
Peter |
DeVito |
Partner |
(216) 431-2747 |
WM |
Peter.DeVito@FairportAsset.com |
Hello@FairportAsset.com |
1350 Euclid Avenue, Suite 400 |
Cleveland |
OH |
44115-1833 |
United States of America |
North America |
https://www.linkedin.com/in/peter-devito-0428b64/ |
|
2.001 |
|
|
https://www.linkedin.com/company/fairport-wealth/ |
https://fairportwealth.com/ |
Fairport Wealth has been serving clients for over half a century, dating back to 1963 when our predecessor firm Roulston & Co. was founded by Thomas H. Roulston. Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group, which was founded by Paul Abbey in 1988.
Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self. |
|
| Fairport Asset Management |
Andrew |
Connors |
Partner |
(216) 431-2754 |
WM |
Andrew.Connors@FairportAsset.com |
Hello@FairportAsset.com |
1350 Euclid Avenue, Suite 400 |
Cleveland |
OH |
44115-1833 |
United States of America |
North America |
https://www.linkedin.com/in/andrewconnors/ |
|
2.001 |
|
|
https://www.linkedin.com/company/fairport-wealth/ |
https://fairportwealth.com/ |
Fairport Wealth has been serving clients for over half a century, dating back to 1963 when our predecessor firm Roulston & Co. was founded by Thomas H. Roulston. Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group, which was founded by Paul Abbey in 1988.
Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self. |
|
| Fairport Asset Management |
Emily |
Drake |
Partner |
(216) 431-3835 |
WM |
Emily.Drake@FairportAsset.com |
Hello@FairportAsset.com |
1350 Euclid Avenue, Suite 400 |
Cleveland |
OH |
44115-1833 |
United States of America |
North America |
https://www.linkedin.com/in/emilydrake2/ |
|
2.001 |
|
|
https://www.linkedin.com/company/fairport-wealth/ |
https://fairportwealth.com/ |
Fairport Wealth has been serving clients for over half a century, dating back to 1963 when our predecessor firm Roulston & Co. was founded by Thomas H. Roulston. Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group, which was founded by Paul Abbey in 1988.
Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self. |
|
| Fairstone Group Ltd - a national financial advisory and wealth management group |
Scott |
Hopkinson |
Chief Commercial Officer |
44 191 519-6000 |
WM |
scott.hopkinson@fairstone.co.uk |
info@fairstone.co.uk |
1 The Bulrushes, Woodstock Way, Boldon Business Park |
Tyne and Wear |
|
NE35 9PF |
United Kingdom |
Europe |
https://www.linkedin.com/in/leehartley76/ |
|
2.007 |
|
|
https://www.linkedin.com/company/fairstonegroup/ |
https://www.fairstone.co.uk/ |
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
As one of the UK's largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services. |
|
| Fairstone Group Ltd - a national financial advisory and wealth management group |
David |
Hickey |
Chairman |
44 191 519-6000 |
WM |
david.hickey@fairstone.co.uk |
info@fairstone.co.uk |
1 The Bulrushes, Woodstock Way, Boldon Business Park |
Tyne and Wear |
|
NE35 9PF |
United Kingdom |
Europe |
https://www.linkedin.com/in/david-hickey-6159371a/ |
|
2.007 |
|
|
https://www.linkedin.com/company/fairstonegroup/ |
https://www.fairstone.co.uk/ |
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
As one of the UK's largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services. |
|
| FalconWealthPlanning |
Rachel |
Vonbak |
CCO |
(855) 963-2526 |
WM |
rachel@falconwp.com |
info@falconwp.com |
2030 Main Street, 13th Floor |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/rachel-vonbank-7196015/ |
|
2.014 |
|
|
https://www.linkedin.com/company/falcon-wealth-planning-inc-/ |
https://falconwealthplanning.com/ |
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. |
|
| Fama Capital Wealth Management,LTD |
Glenn |
Fama |
Chairman and Managing Director, Principal |
(415) 874-3238 |
WM |
gfama@wfafinet.com |
|
505 Montgomery St. 11th Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
|
|
|
|
|
|
http://www.famacapitalwealth.com |
Fama Capital Wealth Management is a independent, privately-owned financial services firm that provides advisory and asset management services to corporations, individuals, and families around the world. |
|
| Family Asset Management |
Andrew |
Barrett |
Senior Wealth Manager |
(843) 723-2994 |
WM |
abarrett@familyassetmanagement.com |
info@familyassetmanagement.com |
25 Society Street |
Charleston |
SC |
29401 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-barrett-a2211877/ |
|
2.004 |
|
|
https://www.linkedin.com/company/family-asset-management-llc/ |
http://familyassetmanagement.com |
Family Asset Management is an advisory-owned independent Registered Investment Advisory firm. We provide a broad array of wealth management services to high net worth individuals, families, and small businesses .Our mission is to develop and execute effective strategies to meet our client's investment and financial goals. The firm's charge is to serve each client with the attentiveness and discernment of a trusted friend, a confidant, and a family member to guide them seamlessly through all of life's transitions. |
|
| Family Asset Management |
Daniel |
Russler |
Senior Wealth Manager |
(843) 723-2994 |
WM |
drussler@familyassetmanagement.com |
info@familyassetmanagement.com |
25 Society Street |
Charleston |
SC |
29401 |
United States of America |
North America |
https://www.linkedin.com/in/danieltrusslerjr/ |
|
2.004 |
|
|
https://www.linkedin.com/company/family-asset-management-llc/ |
http://familyassetmanagement.com |
Family Asset Management is an advisory-owned independent Registered Investment Advisory firm. We provide a broad array of wealth management services to high net worth individuals, families, and small businesses .Our mission is to develop and execute effective strategies to meet our client's investment and financial goals. The firm's charge is to serve each client with the attentiveness and discernment of a trusted friend, a confidant, and a family member to guide them seamlessly through all of life's transitions. |
|
| Family Steward Wealth Consulting® |
Walter |
Burns |
Founder |
(561) 624-3210 |
WM |
walterb@yourfamilysteward.com |
planning@yourfamilysteward.com |
1208 US Highway 1, Suite A |
North Palm Beach |
FL |
33408 |
United States of America |
North America |
|
|
|
|
|
|
https://yourfamilysteward.com/ |
This is wealth management beyond investments and is only offered by about 6% of financial advisers. We are proud to be members of the “6% club” because we know you want a holistic approach to the management of your wealth that empowers you to live well, develop closer relationships within your family and make sure your heirs are empowered by your wealth – not burdened by it. |
|
| Family Wealth Advisors, LLC |
Jeffrey |
Biro |
President |
(480) 969-5667 |
WM |
jeff@fwealthadvisors.com |
|
6900 East Camelback Rd., Suite A39 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/yourretirementfinancialadvisor/ |
|
|
|
|
|
https://familywealthadvisors.com/ |
FWA is a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe prudent planning is the way to achieve financial success. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. |
|
| Family Wealth Advisors, LLC |
Ryan |
Zenk |
CEO |
(866) 590-7123 |
WM |
ryan@fwealthadvisors.com |
|
6900 East Camelback Rd., Suite A39 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/ryanzenk/ |
|
|
|
|
|
https://familywealthadvisors.com/ |
FWA is a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe prudent planning is the way to achieve financial success. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. |
|
| Family Wealth Advisors, LLC |
John |
Oxenhandler |
VP of Investment Operations |
(480) 969-5667 |
WM |
john@fwealthadvisors.com |
|
6900 East Camelback Rd., Suite A39 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/johnoxenhandler/ |
|
|
|
|
|
https://familywealthadvisors.com/ |
FWA is a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe prudent planning is the way to achieve financial success. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. |
|
| Family Wealth Advisors, LLC |
Pam |
Kaye |
Client Services Director |
(480) 969-5667 |
WM |
PAM@fwealthadvisors.com |
|
6900 East Camelback Rd., Suite A39 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/pamkaye/ |
|
|
|
|
|
https://familywealthadvisors.com/ |
FWA is a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe prudent planning is the way to achieve financial success. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. |
|
| Family Wealth Advisors, LLC |
Anna |
Vollenweider |
Financial Services Coordinator |
(480) 969-5667 |
WM |
anna@fwealthadvisors.com |
|
6900 East Camelback Rd., Suite A39 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/anna-vollenweider-38883258/ |
|
|
|
|
|
https://familywealthadvisors.com/ |
FWA is a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe prudent planning is the way to achieve financial success. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. |
|
| Family Wealth Management Advisory, LLC |
Michael |
Einhorn |
Financial Advisor |
(856) 988-7722 |
WM |
michael@familywealthadvisory.com |
|
9000 Lincoln Drive East, Suite 300 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/michael-harvey-6847ba15/ |
|
2.000 |
|
|
https://www.linkedin.com/company/family-wealth-management-advisory-llc/ |
https://familywealthadvisory.com/ |
At Family Wealth Management, advisors provide you with financial planning and wealth management services designed to help preserve and transfer your family’s wealth. Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries. |
|
| Family Wealth Management Advisory, LLC |
Scott |
Higgins |
Financial Advisor |
(856) 988-7722 |
WM |
scott@familywealthadvisory.com |
|
9000 Lincoln Drive East, Suite 300 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/higginsscott/ |
|
2.000 |
|
|
https://www.linkedin.com/company/family-wealth-management-advisory-llc/ |
https://familywealthadvisory.com/ |
At Family Wealth Management, advisors provide you with financial planning and wealth management services designed to help preserve and transfer your family’s wealth. Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries. |
|
| Family Wealth Management Advisory, LLC |
Martin |
Higgins |
Founder & President |
(856) 988-7722 |
WM |
marty@familywealthadvisory.com |
|
9000 Lincoln Drive East, Suite 300 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/martyhiggins/ |
|
2.000 |
|
|
https://www.linkedin.com/company/family-wealth-management-advisory-llc/ |
https://familywealthadvisory.com/ |
At Family Wealth Management, advisors provide you with financial planning and wealth management services designed to help preserve and transfer your family’s wealth. Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries. |
|
| Family Wealth Office |
Anuj |
Shah |
Director |
91 222 405-5592 |
WM |
anuj@familywealthoffice.com |
info@familywealthoffice.com |
214 / 215, 2nd Floor, Bldg.No.6, Jogani INDL.Complex, Sion, Chunabhatti |
Mumbai |
|
400022 |
India |
Asia |
https://www.linkedin.com/in/anuj-shah-577b4b38/ |
|
2.011 |
|
|
|
http://www.familywealthoffice.com/ |
As a fast growing financial advisory firm Family Wealth Office is leading in guiding clients achive their financial goals. It is a young organization with exuberance of youth constituted by dynamic,dedicated, professional CFPs and MBAs who are committed to professional practice standards and code of ethics. |
x |
| Family Wealth Partners |
Irwin |
Gross |
Partner |
(654) 335-4030 |
WM |
igross@familywealthpartner.com |
info@familywealthpartner.com |
2200 N. Commerce Pkwy., Suite 202 |
Weston |
FL |
33326 |
United States of America |
North America |
|
|
|
|
|
|
https://www.familywealthpartner.com/ |
As an independent firm, Family Wealth Partners believes in prudent investment strategies based on a customized plan matching our client’s needs and desires. Our client specific investment methodology supports opportunity for growth and helps protect our client’s wealth.
Our clients are a select group of intelligent, socially conscious individuals with strong family values who enjoy their lives. Successful families and business owners are helped to deal with competing priorities and balance short-term needs with long-range goals.
We assist affluent clients who demand a high level of personal service, professionalism, and results. Family Wealth Partners, utilizing the Tapestry of WealthTM process, will weave together the pieces to create a picture, so we can assist you in turning your dreams into reality. |
|
| Family Wealth Partners |
Richard |
Grund |
Financial Advisor |
(654) 335-4030 |
WM |
rgrund@familywealthpartner.com |
info@familywealthpartner.com |
2200 N. Commerce Pkwy., Suite 202 |
Weston |
FL |
33326 |
United States of America |
North America |
|
|
|
|
|
|
https://www.familywealthpartner.com/ |
As an independent firm, Family Wealth Partners believes in prudent investment strategies based on a customized plan matching our client’s needs and desires. Our client specific investment methodology supports opportunity for growth and helps protect our client’s wealth.
Our clients are a select group of intelligent, socially conscious individuals with strong family values who enjoy their lives. Successful families and business owners are helped to deal with competing priorities and balance short-term needs with long-range goals.
We assist affluent clients who demand a high level of personal service, professionalism, and results. Family Wealth Partners, utilizing the Tapestry of WealthTM process, will weave together the pieces to create a picture, so we can assist you in turning your dreams into reality. |
|
| FamilyWealth Management Group, LLC |
Douglas |
Knable |
Chairman & CEO |
(724) 940-6309 |
WM |
Doug.Knable@LFG.com |
|
2200 Georgetowne Drive, Suite 100 |
Sewickley |
PA |
15143 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-e-knable-4462b510/ |
|
1.979 |
|
|
https://www.linkedin.com/company/fwmg/ |
http://www.familywealthgroup.com/ |
FamilyWealth Management Group, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. |
|
| FamilyWealth Management Group, LLC |
Ralph |
Linarelli Jr |
President |
(724) 940-6319 |
WM |
Ralph.Linarelli@LFG.com |
|
2200 Georgetowne Drive, Suite 100 |
Sewickley |
PA |
15143 |
United States of America |
North America |
https://www.linkedin.com/in/ralph-linarelli-jr-cfp®-crpc®-clu®-chfc®-99a2b210/ |
|
1.979 |
|
|
https://www.linkedin.com/company/fwmg/ |
http://www.familywealthgroup.com/ |
FamilyWealth Management Group, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. |
|
| FamilyWealth Management Group, LLC |
Timothy |
Donovan |
Managing Director |
(724) 743-6108 |
WM |
Tim.Donovan@LFG.com |
|
2200 Georgetowne Drive, Suite 100 |
Sewickley |
PA |
15143 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-donovan-chfc-24321511/ |
|
1.979 |
|
|
https://www.linkedin.com/company/fwmg/ |
http://www.familywealthgroup.com/ |
FamilyWealth Management Group, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. |
|
| FamilyWealth Management Group, LLC |
John |
Daly |
Private Wealth Advisor |
(724) 743-6170 or (724) 926-8588 |
WM |
John.daley@LFG.com |
|
2200 Georgetowne Drive, Suite 100 |
Sewickley |
PA |
15143 |
United States of America |
North America |
https://www.linkedin.com/in/johndalychicago/ |
|
1.979 |
|
|
https://www.linkedin.com/company/fwmg/ |
http://www.familywealthgroup.com/ |
FamilyWealth Management Group, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. |
|
| FamilyWealth Management Group, LLC |
John Mark |
Hunter |
Private Wealth Advisor |
(724) 743-6160 |
WM |
John.Hunter@LFG.com |
|
2200 Georgetowne Drive, Suite 100 |
Sewickley |
PA |
15143 |
United States of America |
North America |
|
|
1.979 |
|
|
https://www.linkedin.com/company/fwmg/ |
http://www.familywealthgroup.com/ |
FamilyWealth Management Group, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. |
|
| FamilyWealth Management Group, LLC |
Michaele |
McNelis |
Director of Wealth Management |
(724) 940-6314 |
WM |
Michaele.McNelis@LFG.com |
|
2200 Georgetowne Drive, Suite 100 |
Sewickley |
PA |
15143 |
United States of America |
North America |
https://www.linkedin.com/in/michaeleparees/ |
|
1.979 |
|
|
https://www.linkedin.com/company/fwmg/ |
http://www.familywealthgroup.com/ |
FamilyWealth Management Group, a premier fee-based financial services firm, can help guide you toward your financial future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. |
|
| FCA Corp |
Wes |
Yuhnke |
Chief Investment Officer |
(713) 781-2856 |
WM |
wyuhnke@fcacorp.com |
info@fcacorp.com |
791 Town & Country Blvd., Suite 250 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/wes-yuhnke-2993a782/ |
Asset Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Income Tax Preparation, Tax Preparation, Business / Real Estate Consulting and Similar Related Services Compliment these Activities. |
1.975 |
$400M |
|
https://www.linkedin.com/company/fca-corp/ |
https://fcacorp.com/ |
FCA Corp is an independent, fee-only, wealth management firm located in Houston, Texas. Our company was founded in 1975 to provide holistic advice that was personalized to each client family. Today, over forty years later, we continue to serve a global client base with over $400 million in assets under management. |
|
| FCA Corp |
Robert |
Scharar |
Founder, President & Chief Executive Officer |
(713) 260-1410 |
WM |
rscharar@fcacorp.com |
info@fcacorp.com |
791 Town & Country Blvd., Suite 250 |
Houston |
TX |
77024 |
United States of America |
North America |
|
Asset Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Income Tax Preparation, Tax Preparation, Business / Real Estate Consulting and Similar Related Services Compliment these Activities. |
1.975 |
$400M |
|
https://www.linkedin.com/company/fca-corp/ |
https://fcacorp.com/ |
FCA Corp is an independent, fee-only, wealth management firm located in Houston, Texas. Our company was founded in 1975 to provide holistic advice that was personalized to each client family. Today, over forty years later, we continue to serve a global client base with over $400 million in assets under management. |
|
| FCA Corp |
William |
LeVay |
Chief Compliance Officer |
(713) 260-1410 |
WM |
wlevay@fcacorp.com |
info@fcacorp.com |
791 Town & Country Blvd., Suite 250 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/william-levay-41bb8113/ |
Asset Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Income Tax Preparation, Tax Preparation, Business / Real Estate Consulting and Similar Related Services Compliment these Activities. |
1.975 |
$400M |
|
https://www.linkedin.com/company/fca-corp/ |
https://fcacorp.com/ |
FCA Corp is an independent, fee-only, wealth management firm located in Houston, Texas. Our company was founded in 1975 to provide holistic advice that was personalized to each client family. Today, over forty years later, we continue to serve a global client base with over $400 million in assets under management. |
|
| FDM Wealth Management |
Franklin |
Mezzanotte Jr |
President |
Office: (631)454-8181, Mobile: (516) 238-3434 |
WM |
frank.mezzanotte@lpl.com |
|
325 East Jericho Turnpike Suite 2 |
Smithtown |
NY |
11787 |
United States of America |
North America |
https://www.linkedin.com/in/frank-d-mezzanotte-jr-077324a/ |
|
|
|
|
|
http://www.fdmwealth.com/ |
FDM Wealth Management is an independent advisory firm focusing on the high net worth/affluent client space. Being fully independent, FDM devotes more attention to a select group of client and provides them with suitable strategies for their particular needs. We are truly independent, offering no proprietary products. |
|
| FDM Wealth Management |
Joseph |
Bonanno |
Wealth Advisor |
(631)482-7816 |
WM |
j.bonanno@lpl.com |
|
325 East Jericho Turnpike Suite 2 |
Smithtown |
NY |
11787 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-bonanno-8b839b84/ |
|
|
|
|
|
http://www.fdmwealth.com/ |
FDM Wealth Management is an independent advisory firm focusing on the high net worth/affluent client space. Being fully independent, FDM devotes more attention to a select group of client and provides them with suitable strategies for their particular needs. We are truly independent, offering no proprietary products. |
|
| Federmann Financial Advisors Inc. |
Lisa |
Kelly |
President |
(631) 981-1904 |
WM |
lisa@fedadvisors.com |
lisa@fedadvisors.com |
745 Route 25A, Suite C |
Rocky Point |
NY |
11778 |
United States of America |
North America |
https://www.linkedin.com/in/lisakellycpa/ |
|
2.006 |
$39M |
|
|
https://www.fedadvisors.com/ |
At Federmann Financial Advisors, we understand making decisions involving personal finances can be challenging. With our services, you'll embark on a financial journey that will ensure you're prepared for your future. Meet us to understand how our professional team can help secure your financial needs through proper planning and investment management.
Through in-depth wealth management planning and detailed analysis, our team provides a customized and flexible portfolio design based upon your risk tolerance and your financial objectives. Using Fidelity Investments as the custodian of our client’s financial assets, our firm conducts professional investment management on a reliable platform. |
|
| Feltheimer Cohn & Assoc |
Benn |
Feltheimer |
Managing Partner |
(312) 663-5001 |
WM |
Benn@feltheimercohn.com |
|
53 West Jackson Blvd Suite 556 |
Chicago |
IL |
60604 |
United States of America |
North America |
|
|
|
|
|
|
http://www.feltheimercohn.com/ |
Feltheimer Cohn & Associates is a full-service financial firm, based in Chicago, that provides tax-efficient solutions for professional service companies, businesses, families and individuals. We offer proficiency and experience in the evaluation, design, implementation and maintenance of corporate retirement plans such as 401(k), profit sharing, money purchase, defined benefit, traditional and Roth IRA, and SIMPLE and SEP plans. Our personal wealth management experience incorporates comprehensive planning functions utilizing a variety of investment vehicles to help plan for the future in the most tax efficient manner possible. |
|
| Feltheimer Cohn & Assoc |
Avra |
Cohn |
Managing Partner |
(312) 663-5001 |
WM |
Avra@feltheimercohn.com |
|
53 West Jackson Blvd Suite 556 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/avra-cohn-94069778/ |
|
|
|
|
|
http://www.feltheimercohn.com/ |
Feltheimer Cohn & Associates is a full-service financial firm, based in Chicago, that provides tax-efficient solutions for professional service companies, businesses, families and individuals. We offer proficiency and experience in the evaluation, design, implementation and maintenance of corporate retirement plans such as 401(k), profit sharing, money purchase, defined benefit, traditional and Roth IRA, and SIMPLE and SEP plans. Our personal wealth management experience incorporates comprehensive planning functions utilizing a variety of investment vehicles to help plan for the future in the most tax efficient manner possible. |
|
| Ferguson Wellman Capital Management, Inc. |
James |
Harold Rudd |
CEO, Principal and Portfolio Manager |
(503) 226-1444 |
WM |
rudd@fergwell.com |
info@fergwell.com |
888 South West Fifth Avenue Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/ruddjim/ |
|
1.975 |
$4,212 million |
|
https://www.linkedin.com/company/ferguson-wellman-capital-management/ |
https://www.fergusonwellman.com |
Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. We serve union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families with portfolios of $3 million or more. |
|
| Ferguson Wellman Capital Management, Inc. |
Steven James |
Holwerda |
COO, Principal, and Portfolio Manager |
(503) 226-1444 |
WM |
holwerda@fergwell.com |
info@fergwell.com |
888 South West Fifth Avenue Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/holwerdasteve/ |
|
1.975 |
$4,212 million |
|
https://www.linkedin.com/company/ferguson-wellman-capital-management/ |
https://www.fergusonwellman.com |
Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. We serve union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families with portfolios of $3 million or more. |
|
| Ferguson Wellman Capital Management, Inc. |
Dean |
Milan Dordevic |
Principal and Portfolio Manager |
(503) 226-1444 |
WM |
dmd@fergwell.com |
info@fergwell.com |
888 South West Fifth Avenue Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/dean-dordevic-294a877/ |
|
1.975 |
$4,212 million |
|
https://www.linkedin.com/company/ferguson-wellman-capital-management/ |
https://www.fergusonwellman.com |
Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. We serve union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families with portfolios of $3 million or more. |
|
| Ferguson Wellman Capital Management, Inc. |
Marc |
Fovinci |
Principal and Portfolio Manager |
(503) 226-1444 |
WM |
fovinci@fergwell.com |
info@fergwell.com |
888 South West Fifth Avenue Suite 1200 |
Portland |
OR |
97204 |
United States of America |
North America |
https://www.linkedin.com/in/fovincimarc/ |
|
1.975 |
$4,212 million |
|
https://www.linkedin.com/company/ferguson-wellman-capital-management/ |
https://www.fergusonwellman.com |
Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. We serve union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families with portfolios of $3 million or more. |
|
| Fernandez Wealth Management |
Giovanni |
Fernandez |
Financial Advisor |
(305) 412-3737 |
WM |
gfernandez@ksifa.com |
|
9791 SW 123rd Avenue |
Miami |
FL |
33186 |
United States of America |
North America |
https://www.linkedin.com/in/giovanni-fernandez-a326553/ |
|
|
|
|
|
https://fernandezwealthmanagement.com/ |
With offices in Kendall, FL and DeLand, FL, Fernandez Wealth Management serves South and Central Florida by providing holistic financial planning focused on helping you turn your goals into reality. Our family has been in finance for over 40 years, so our mission is to spread the knowledge and power of financial life planning so that more families and businesses can implement the simple, yet disciplined steps necessary to achieving their goals. |
|
| Fernandez Wealth Management |
Ray |
Fernandez |
Financial Advisor |
(305) 412-3737 |
WM |
rfernandez@ksifa.com |
|
9791 SW 123rd Avenue |
Miami |
FL |
33186 |
United States of America |
North America |
|
|
|
|
|
|
https://fernandezwealthmanagement.com/ |
With offices in Kendall, FL and DeLand, FL, Fernandez Wealth Management serves South and Central Florida by providing holistic financial planning focused on helping you turn your goals into reality. Our family has been in finance for over 40 years, so our mission is to spread the knowledge and power of financial life planning so that more families and businesses can implement the simple, yet disciplined steps necessary to achieving their goals. |
|
| FFG Forum Finance Group S.A. |
Hervé |
Chanut |
Chairman of the Board |
41 223 118 400 |
WM |
chanut@ffgg.com |
|
Rue de la Croix d’Or 6, CP 3649 |
Genève 3 |
|
1211 |
Switzerland |
Europe |
|
|
1.994 |
CHF 1B |
|
|
https://www.ffgg.com/ |
Forum Finance Group is a company that provides comprehensive wealth management services to a global clientele. We offer our clients a highly personalised service, free of conflicts of interest, through a tailored selection of investment opportunities. The Forum Finance Group was founded in 1994 as a Geneva-based limited liability company and has been a member of the Swiss Association of Asset Managers and audited by Ernst & Young since its inception. |
|
| FFG Forum Finance Group S.A. |
Etienne |
Gounod |
Managing Partner, CEO |
41 223 118 400 |
WM |
egounod@ffgg.com |
|
Rue de la Croix d’Or 6, CP 3649 |
Genève 3 |
|
1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/etienne-gounod-2928ab85/ |
|
1.994 |
CHF 1B |
|
|
https://www.ffgg.com/ |
Forum Finance Group is a company that provides comprehensive wealth management services to a global clientele. We offer our clients a highly personalised service, free of conflicts of interest, through a tailored selection of investment opportunities. The Forum Finance Group was founded in 1994 as a Geneva-based limited liability company and has been a member of the Swiss Association of Asset Managers and audited by Ernst & Young since its inception. |
|
| FFP Wealth Management, Inc. |
John |
Graziano |
President, Wealth Management Partner |
(201) 823-1030 |
WM |
johngraziano@ffpinc.com |
jennavaldes@ffpinc.com |
847 Broadway |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/john-graziano-000683a/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ffp-wealth-management-inc/ |
https://www.ffpinc.com/ |
FFP Wealth Management was founded over 30 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement. |
|
| FFP Wealth Management, Inc. |
Joseph |
Graziano |
VP, Wealth Management |
(201) 823-1030 |
WM |
joegraziano@ffpinc.com |
jennavaldes@ffpinc.com |
847 Broadway |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-graziano-cfp®-b723baa/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ffp-wealth-management-inc/ |
https://www.ffpinc.com/ |
FFP Wealth Management was founded over 30 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement. |
|
| FFP Wealth Management, Inc. |
Chris |
Briamonte |
Senior Wealth Management Associate |
Direct: (201) 823-1030, Mobile: (732) 888-5554 |
WM |
chrisbriamonte@ffpinc.com |
jennavaldes@ffpinc.com |
847 Broadway |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/chris-briamonte-7aab38173/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ffp-wealth-management-inc/ |
https://www.ffpinc.com/ |
FFP Wealth Management was founded over 30 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement. |
|
| FFP Wealth Management, Inc. |
Keith |
Necklen |
Senior Wealth Manager |
(201) 823-1030 |
WM |
keithnecklen@ffpinc.com |
jennavaldes@ffpinc.com |
847 Broadway |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/keith-necklen-certified-wealth-strategist®-0a532012/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ffp-wealth-management-inc/ |
https://www.ffpinc.com/ |
FFP Wealth Management was founded over 30 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement. |
|
| FFP Wealth Management, Inc. |
Jonathan |
Khalavsky |
Senior Wealth Manager |
(201) 823-1030 |
WM |
jkhalavsky@ffpinc.com |
jennavaldes@ffpinc.com |
847 Broadway |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-khalavsky-cfp®aif®-92a24b9/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ffp-wealth-management-inc/ |
https://www.ffpinc.com/ |
FFP Wealth Management was founded over 30 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement. |
|
| FGMK, LLC |
Mario |
Donato |
Managing Partner |
(847) 940-3249 |
WM |
mariodonato@fgmk.com |
|
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/mario-donato-75871624/ |
|
1.969 |
$170M |
|
https://www.linkedin.com/company/fgmk-llc/ |
http://www.fgmk.com/ |
FGMK is a leading professional services firm providing assurance, tax and advisory services to privately held businesses, global public companies, entrepreneurs, high-net-worth individuals and not-for-profit organizations. FGMK is among the largest accounting firms in Chicago and one of the top ranked accounting firms in the United States. |
|
| FGMK, LLC |
Steven |
Kolber |
Partner |
(847) 940-3256 |
WM |
skolber@fgmk.com |
|
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.969 |
$170M |
|
https://www.linkedin.com/company/fgmk-llc/ |
http://www.fgmk.com/ |
FGMK is a leading professional services firm providing assurance, tax and advisory services to privately held businesses, global public companies, entrepreneurs, high-net-worth individuals and not-for-profit organizations. FGMK is among the largest accounting firms in Chicago and one of the top ranked accounting firms in the United States. |
|
| FGMK, LLC |
Randy |
Markowitz |
Partner |
(847) 940-3241 |
WM |
rmarkowitz@fgmk.com |
|
333 W. Wacker Drive, 6th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/randy-markowitz-b14bba8/ |
|
1.969 |
$170M |
|
https://www.linkedin.com/company/fgmk-llc/ |
http://www.fgmk.com/ |
FGMK is a leading professional services firm providing assurance, tax and advisory services to privately held businesses, global public companies, entrepreneurs, high-net-worth individuals and not-for-profit organizations. FGMK is among the largest accounting firms in Chicago and one of the top ranked accounting firms in the United States. |
|
| Fidelity Investments |
Abigail |
Pierrepont Johnson |
CEO, President and Chairman |
(617) 563-7000 |
WM |
abby.johnson@fidelity.com |
|
82 Devonshire Street |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/abigail-pierrepont-a2184ab6/ |
|
1.946 |
$198.5 billion |
|
https://www.linkedin.com/company/fidelity-investments/ |
https://www.fidelity.com/ |
At Fidelity, we help over 32 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
We provide the financial planning and advice investors need—for retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more. |
|
| Fidelity Investments |
Derek |
Gadbois |
VP, Managing Director |
(617) 563-7000 |
WM |
derek.gadbois@fidelity.com |
|
82 Devonshire Street |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/derek-gadbois-a17ab015/ |
|
1.946 |
$198.5 billion |
|
https://www.linkedin.com/company/fidelity-investments/ |
https://www.fidelity.com/ |
At Fidelity, we help over 32 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
We provide the financial planning and advice investors need—for retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more. |
|
| Fidelity Investments |
Charlie |
Hebard |
Managing Director of Research |
(617) 563-7000 |
WM |
charlie.hebard@fidelity.com |
|
82 Devonshire Street |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/charlie-hebard-cfa-6a6992b9/ |
|
1.946 |
$198.5 billion |
|
https://www.linkedin.com/company/fidelity-investments/ |
https://www.fidelity.com/ |
At Fidelity, we help over 32 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
We provide the financial planning and advice investors need—for retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more. |
|
| Fidelity Investments |
Karen |
Korn |
SVP Investment Services |
(617) 563-7000 |
WM |
karen.korn@fidelity.com |
|
82 Devonshire Street |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/karen-korn-18784112/ |
|
1.946 |
$198.5 billion |
|
https://www.linkedin.com/company/fidelity-investments/ |
https://www.fidelity.com/ |
At Fidelity, we help over 32 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
We provide the financial planning and advice investors need—for retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more. |
|
| Fidelity Investments |
Stuart |
Rubinstein |
SVP, Fidelity Innovation Development |
(617) 563-7000 |
WM |
stuart.rubinstein@fidelity.com |
|
82 Devonshire Street |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-rubinstein-368105/ |
|
1.946 |
$198.5 billion |
stuart@akoya.com, Stuart.Rubinstein@fmr.com |
https://www.linkedin.com/company/fidelity-investments/ |
https://www.fidelity.com/ |
At Fidelity, we help over 32 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
We provide the financial planning and advice investors need—for retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more. |
|
| Fidler Wealth Management, Inc. |
Shane |
Fidler |
Registered Principal |
(918) 523-0023 |
WM |
shane.fidler@lpl.com |
|
7335 South Lewis Ave., Suite 306 |
Tulsa |
OK |
74136 |
United States of America |
North America |
|
|
2.002 |
$100M |
|
|
https://www.fidlerwealth.com/ |
Fidler Wealth Management, founded in 2002, is an independent wealth firm with an office in Tulsa, OK. As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives.We utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions. |
|
| Fidler Wealth Management, Inc. |
John |
Greenway |
Wealth Advisor |
(480)510-6310 |
WM |
john.greenway@lpl.com |
|
2929 North Power Road, Suite 101 |
Mesa |
AZ |
74136 |
United States of America |
North America |
https://www.linkedin.com/in/john-greenway-2078a5147/ |
|
2.002 |
$100M |
|
|
https://www.fidlerwealth.com/ |
Fidler Wealth Management, founded in 2002, is an independent wealth firm with an office in Tulsa, OK. As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives.We utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions. |
|
| Fidler Wealth Management, Inc. |
Pete |
Smith |
Registered Principal |
(918)523-0023 |
WM |
pete.smith@lpl.com |
|
7335 South Lewis Ave., Suite 306 |
Tulsa |
OK |
74136 |
United States of America |
North America |
|
|
2.002 |
$100M |
|
|
https://www.fidlerwealth.com/ |
Fidler Wealth Management, founded in 2002, is an independent wealth firm with an office in Tulsa, OK. As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives.We utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions. |
|
| Fidler Wealth Management, Inc. |
Jennifer |
Dunn |
LPL Registered Administrative Assistant |
(918)523-0023 |
WM |
j.dunn@lpl.com |
|
7335 South Lewis Ave., Suite 306 |
Tulsa |
OK |
74136 |
United States of America |
North America |
|
|
2.002 |
$100M |
|
|
https://www.fidlerwealth.com/ |
Fidler Wealth Management, founded in 2002, is an independent wealth firm with an office in Tulsa, OK. As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives.We utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions. |
|
| Fidler Wealth Management, Inc. |
Sarah |
Williams |
LPL Registered Administrative Assistant |
(918)523-0023 |
WM |
sarah.m.williams@lpl.com |
|
7335 South Lewis Ave., Suite 306 |
Tulsa |
OK |
74136 |
United States of America |
North America |
https://www.linkedin.com/in/sarah-m-williams-a4910553/ |
|
2.002 |
$100M |
|
|
https://www.fidlerwealth.com/ |
Fidler Wealth Management, founded in 2002, is an independent wealth firm with an office in Tulsa, OK. As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives.We utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions. |
|
| Fiduciary Investment Advisors, LLC |
Karen |
Paulson |
Managing Partner & Senior Consultant |
(860) 697-7413 |
WM |
kpaulson@fiallc.com |
info@fiallc.com |
100 Northfield Drive |
Windsor |
CT |
06095 |
United States of America |
North America |
https://www.linkedin.com/in/karen-paulson-cima-prp-849944a/ |
|
2.006 |
$750M |
|
https://www.linkedin.com/company/fiduciary-investment-advisors-llc/ |
http://www.fiallc.com/ |
Fiduciary Investment Advisors, LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients. We provide customized investment advisory services to assist our clients in achieving their investment objectives while fulfilling their fiduciary obligations. We currently advise over $87 billion in total assets. FIA is a registered investment advisor, and as such is a fiduciary that provides conflict-free advice. |
|
| Fiduciary Investment Advisors, LLC |
Tracey |
Flynn |
Director of Client Services |
(860) 697-7444 |
WM |
tflynn@fiallc.com |
info@fiallc.com |
100 Northfield Drive |
Windsor |
CT |
06095 |
United States of America |
North America |
|
|
2.006 |
$750M |
|
https://www.linkedin.com/company/fiduciary-investment-advisors-llc/ |
http://www.fiallc.com/ |
Fiduciary Investment Advisors, LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients. We provide customized investment advisory services to assist our clients in achieving their investment objectives while fulfilling their fiduciary obligations. We currently advise over $87 billion in total assets. FIA is a registered investment advisor, and as such is a fiduciary that provides conflict-free advice. |
|
| Fiduciary Investment Advisors, LLC |
Christopher |
Kachmar |
Managing Partner & Chief Investment Officer |
(860) 697-7412 |
WM |
ckachmar@fiallc.com |
info@fiallc.com |
100 Northfield Drive |
Windsor |
CT |
06095 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-kachmar-a4402a8a/ |
|
2.006 |
$750M |
|
https://www.linkedin.com/company/fiduciary-investment-advisors-llc/ |
http://www.fiallc.com/ |
Fiduciary Investment Advisors, LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients. We provide customized investment advisory services to assist our clients in achieving their investment objectives while fulfilling their fiduciary obligations. We currently advise over $87 billion in total assets. FIA is a registered investment advisor, and as such is a fiduciary that provides conflict-free advice. |
|
| Fiduciary Investment Advisors, LLC |
Maureen |
Cooper |
Managing Partner & COO |
(860) 697-7424 |
WM |
mcooper@fiallc.com |
info@fiallc.com |
100 Northfield Drive |
Windsor |
CT |
06095 |
United States of America |
North America |
https://www.linkedin.com/in/maureen-b-cooper-a3886bb/ |
|
2.006 |
$750M |
|
https://www.linkedin.com/company/fiduciary-investment-advisors-llc/ |
http://www.fiallc.com/ |
Fiduciary Investment Advisors, LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients. We provide customized investment advisory services to assist our clients in achieving their investment objectives while fulfilling their fiduciary obligations. We currently advise over $87 billion in total assets. FIA is a registered investment advisor, and as such is a fiduciary that provides conflict-free advice. |
|
| Fiduciary Trust Co. International |
John |
Dowd |
CEO |
(212) 632-3200 |
WM |
jdowd@ftci.com |
informed@ftci.com |
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/john-m-dowd-a2409935/ |
|
1.931 |
$14.2 billion |
|
https://www.linkedin.com/company/fiduciary-trust-company/ |
http://www.fiduciarytrust.com/ |
Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States. It serves high-net-worth families, individuals and nonprofits, as well as professional financial advisors and family offices. The firm provides customized wealth management, investment management, and trust and estate settlement services, as well as family office, tax, and custody services. |
|
| Fiduciary Trust Co. International |
Gail |
Cohen |
Chair of Fiduciary Trust's Board of Directors and General Trust Counsel |
(212) 632-3253 |
WM |
gcohen@ftci.com |
informed@ftci.com |
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/gail-cohen-2019017/ |
|
1.931 |
$14.2 billion |
|
https://www.linkedin.com/company/fiduciary-trust-company/ |
http://www.fiduciarytrust.com/ |
Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States. It serves high-net-worth families, individuals and nonprofits, as well as professional financial advisors and family offices. The firm provides customized wealth management, investment management, and trust and estate settlement services, as well as family office, tax, and custody services. |
|
| Fiduciary Trust Co. International |
Lawrence |
Sternkopf |
President and COO |
(212) 632-3174 |
WM |
lstern@ftci.com |
informed@ftci.com |
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/larry-sternkopf-89729142/ |
|
1.931 |
$14.2 billion |
|
https://www.linkedin.com/company/fiduciary-trust-company/ |
http://www.fiduciarytrust.com/ |
Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States. It serves high-net-worth families, individuals and nonprofits, as well as professional financial advisors and family offices. The firm provides customized wealth management, investment management, and trust and estate settlement services, as well as family office, tax, and custody services. |
|
| Fiduciary Trust Co. International |
Ronald |
Sanchez |
EVP and Chief Investment Officer |
(212) 632-3316 |
WM |
rsanchez@ftci.com |
informed@ftci.com |
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-j-sanchez-cfa-8b0023a8/ |
|
1.931 |
$14.2 billion |
|
https://www.linkedin.com/company/fiduciary-trust-company/ |
http://www.fiduciarytrust.com/ |
Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States. It serves high-net-worth families, individuals and nonprofits, as well as professional financial advisors and family offices. The firm provides customized wealth management, investment management, and trust and estate settlement services, as well as family office, tax, and custody services. |
|
| Fiduciary Trust Co. International |
Carin |
Pai |
EVP, Director of Equity Management |
(212) 632-4015 |
WM |
cpai@ftci.com |
informed@ftci.com |
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/carin-leong-pai-cfa-31a98220/ |
|
1.931 |
$14.2 billion |
|
https://www.linkedin.com/company/fiduciary-trust-company/ |
http://www.fiduciarytrust.com/ |
Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States. It serves high-net-worth families, individuals and nonprofits, as well as professional financial advisors and family offices. The firm provides customized wealth management, investment management, and trust and estate settlement services, as well as family office, tax, and custody services. |
|
| Fiduciary Trust Company International |
Wayne |
Sprague |
EVP, Director of Advisory Services |
(212) 632-3184 |
WM |
wsprague@ftci.com |
informed@ftci.com |
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-sprague-4141b913/ |
|
1.931 |
$14.2 billion |
|
https://www.linkedin.com/company/fiduciary-trust-company/?originalSubdomain=ph |
https://www.fiduciarytrust.com |
Fiduciary Trust is part of Franklin Templeton Investments, affording you the deep expertise and resources typically available only to institutional-sized investors. At the same time, we build enduring relationships and develop strategies that reflect your unique goals. |
|
| Fiera Capital |
Pierre |
Blanchette |
SVP, Finance |
(212) 300-1600 |
WM |
pblanchette@fieracapital.com |
ContactUS@fieracapital.com |
375 Park Avenue 8th Floor |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/pierre-blanchette-cpa-ca-a4437019/ |
|
2.003 |
$101.4 billion |
|
https://www.linkedin.com/company/fiera-capital/ |
https://www.fieracapital.com |
Fiera Capital Corporation is a global independent asset management firm with over C$149 billion in AUM as at June 30, 2019. We deliver customized multi-asset solutions across traditional and alternative asset classes to institutional, retail and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. |
|
| Fiera Capital |
Jean-Philippe |
Lemay |
President & COO |
Mobile: (514) 449-3282 |
WM |
jplemay@fieracapital.com |
info@fieracapital.com |
1501 McGill College Avenue Suite 800 |
Montreal |
QC |
H3A 3M8 |
Canada |
North America |
https://www.linkedin.com/in/jean-philippe-lemay-3260371a/ |
|
2.003 |
$101.4 billion |
|
https://www.linkedin.com/company/fiera-capital/ |
https://www.fieracapital.com |
Fiera Capital Corporation is a global independent asset management firm with over C$149 billion in AUM as at June 30, 2019. We deliver customized multi-asset solutions across traditional and alternative asset classes to institutional, retail and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. |
|
| Fiera Capital |
Nicolas |
Papageorgiou |
Chief Investment Officer |
(514) 954-3300 |
WM |
nicolas.papageorgiou@hec.ca |
info@fieracapital.com |
1501 McGill College Avenue Suite 800 |
Montreal |
QC |
H3A 3M8 |
Canada |
North America |
https://www.linkedin.com/in/nicolas-papageorgiou-30803a1/ |
|
2.003 |
$101.4 billion |
|
https://www.linkedin.com/company/fiera-capital/ |
https://www.fieracapital.com |
Fiera Capital Corporation is a global independent asset management firm with over C$149 billion in AUM as at June 30, 2019. We deliver customized multi-asset solutions across traditional and alternative asset classes to institutional, retail and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. |
|
| Fifth Third Private Bank |
Greg |
Carmichael |
CEO, President and Director |
(513) 534-4278 |
WM |
greg.carmichael@53.com |
|
Fifth Third Center 38 Fountain Square Plaza |
Cincinnati |
OH |
45263 |
United States of America |
North America |
https://www.linkedin.com/in/gregdcarmichael/ |
|
1.858 |
$20.2 billion |
|
https://www.linkedin.com/company/fifth-third-bank/ |
https://www.53.com/content/fifth-third/en/wealth-management/wealth-solutions/bank.html |
Wealth Management services from Fifth Third Bank are designed to help you grow, manage, protect, and transfer your wealth. |
|
| Fifth Third Private Bank |
Timothy |
Elsbrock |
President |
(513) 534-4278 |
WM |
timothy.elsbrock@53.com |
|
Fifth Third Center 38 Fountain Square Plaza |
Cincinnati |
OH |
45263 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-elsbrock-b567566/ |
|
1.858 |
$20.2 billion |
Assistant: Denise Cataldo, (513) 534-4222, denise.cataldo@53.com |
https://www.linkedin.com/company/fifth-third-bank/ |
https://www.53.com/content/fifth-third/en/wealth-management/wealth-solutions/bank.html |
Wealth Management services from Fifth Third Bank are designed to help you grow, manage, protect, and transfer your wealth. |
|
| Fifth Third Private Bank |
Christopher |
Bell |
Managing Director |
(513) 534-4278 |
WM |
christopher.bell@53.com |
|
Fifth Third Center 38 Fountain Square Plaza |
Cincinnati |
OH |
45263 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-j-bell/ |
|
1.858 |
$20.2 billion |
|
https://www.linkedin.com/company/fifth-third-bank/ |
https://www.53.com/content/fifth-third/en/wealth-management/wealth-solutions/bank.html |
Wealth Management services from Fifth Third Bank are designed to help you grow, manage, protect, and transfer your wealth. |
|
| Fifth Third Private Bank |
Lars |
Anderson |
EVP & COO |
(513) 534-4278 |
WM |
lars.anderson@53.com |
|
Fifth Third Center 38 Fountain Square Plaza |
Cincinnati |
OH |
45263 |
United States of America |
North America |
https://www.linkedin.com/in/lars-anderson-35334312/ |
|
1.858 |
$20.2 billion |
|
https://www.linkedin.com/company/fifth-third-bank/ |
https://www.53.com/content/fifth-third/en/wealth-management/wealth-solutions/bank.html |
Wealth Management services from Fifth Third Bank are designed to help you grow, manage, protect, and transfer your wealth. |
|
| Financial Advisory Corporation |
Andrew |
Roberts |
Wealth Advisor |
(616) 235-5260 |
WM |
andy@financialadvisorycorp.com |
|
4251 Cascade Road SE |
Grand Rapids |
MI |
49546 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-j-roberts-cfp-6983332b/ |
|
1.988 |
$325M |
|
https://www.linkedin.com/company/financial-advisory-corporation/ |
https://financialadvisorycorp.com/ |
Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan. We offer wisdom, caring advice, and counsel with the space and time for exceptional service. Established in 1988, FAC has served individuals and institutions with comprehensive investment and financial planning services delivered by committed experts. All of our advisors are Certified Financial Planners (CFP®) or Chartered Financial Analysts (CFA) and bring a team approach as well as a wealth of expertise to everything we do. |
|
| Financial Advisory Corporation |
Loran |
Filson |
Wealth Advisor |
(616) 235-5260 |
WM |
loran@financialadvisorycorp.com |
|
4251 Cascade Road SE |
Grand Rapids |
MI |
49546 |
United States of America |
North America |
https://www.linkedin.com/in/loran-filson-cfp®-3a37473b/ |
|
1.988 |
$325M |
|
https://www.linkedin.com/company/financial-advisory-corporation/ |
https://financialadvisorycorp.com/ |
Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan. We offer wisdom, caring advice, and counsel with the space and time for exceptional service. Established in 1988, FAC has served individuals and institutions with comprehensive investment and financial planning services delivered by committed experts. All of our advisors are Certified Financial Planners (CFP®) or Chartered Financial Analysts (CFA) and bring a team approach as well as a wealth of expertise to everything we do. |
|
| Financial Designs Corp. |
Nino |
Pavan |
Financial Advisor and President |
(800) 823-0398 |
WM |
fdc@fdcadvisors.com |
fdc@fdcadvisors.com |
540 W Baseline Rd., Suite 10 |
Clermont |
CA |
91711 |
United States of America |
North America |
https://www.linkedin.com/in/nino-pavan-042233127/ |
|
1.981 |
|
|
https://www.linkedin.com/company/financial-designs-corporation/ |
http://financialdesignscorp.com |
Saving for retirement requires decades of discipline and sacrifice. That’s why you deserve a service-oriented firm like Financial Designs to advise you on how to best utilize your savings. Here are just some of the ways our team works hard to put YOU first:
* We limit the number of clients we serve to provide a higher level of customized service. Many firms use a cookie-cutter approach to enable them to serve the greatest number of clients with the least time and effort.
* Prescription without full diagnosis is malpractice! At Financial Designs, we won’t give you any recommendations until we delve extensively into your financial situation and life goals. We will never offer or sell a solution to you that you don’t want or need. |
|
| Financial Engines |
Lawrence |
Raffone |
President and CEO |
(408) 498-6000 |
WM |
lraffone@FinancialEngines.com |
jeck@FinancialEngines.com |
1050 Enterprise Way, 3rd Floor |
Sunnyvale |
CA |
94089 |
United States of America |
North America |
https://www.linkedin.com/in/larry-raffone-a925263/ |
|
1.996 |
|
|
https://www.linkedin.com/company/financial-engines |
https://www.edelmanfinancialengines.co |
We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does. |
|
| Financial Engines |
Lee |
Antone |
EVP and General Counsel |
(408) 498-6000 |
WM |
lantone@FinancialEngines.com |
jeck@FinancialEngines.com |
1050 Enterprise Way, 3rd Floor |
Sunnyvale |
CA |
94089 |
United States of America |
North America |
https://www.linkedin.com/in/lee-antone-42164114/ |
|
1.996 |
|
|
https://www.linkedin.com/company/financial-engines |
https://www.edelmanfinancialengines.co |
We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does. |
|
| Financial Engines |
Hamesh |
Chawla |
EVP, Chief Product and CTO |
(408) 498-6000 |
WM |
hchawla@FinancialEngines.com |
jeck@FinancialEngines.com |
1050 Enterprise Way, 3rd Floor |
Sunnyvale |
CA |
94089 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/financial-engines |
https://www.edelmanfinancialengines.co |
We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does. |
|
| Financial Engines |
Christopher |
Jones |
EVP of Investment Management & Chief Investment Officer |
(408) 498-6000 |
WM |
cjones@FinancialEngines.com |
jeck@FinancialEngines.com |
1050 Enterprise Way, 3rd Floor |
Sunnyvale |
CA |
94089 |
United States of America |
North America |
https://www.linkedin.com/in/christopherj0nes/ |
|
1.996 |
|
|
https://www.linkedin.com/company/financial-engines |
https://www.edelmanfinancialengines.co |
We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does. |
|
| Financial Partners Capital Management, LLC |
Craig |
Giventer |
Managing Director |
(646) 277-7310 |
WM |
cgiventer@fpcm.net |
contact@fpcm.net |
150 East 52nd Street, 16th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/craig-giventer-cfa-17113b2/ |
|
1.988 |
$235M |
|
https://www.linkedin.com/company/financial-partners-capital-management-llc |
http://www.fpcm.net/ |
FPCM has provided for over 20 years, customized asset management and financial planning services to individuals, families and institutions. We differentiate ourselves as fiduciaries of our clients’ wealth, by sitting side-by-side with them, providing non-biased advice and personalized service.
Discretionary managed equity, fixed income and balanced portfolios constructed predominantly using individual equity and fixed income securities. Balanced portfolio allocations are based upon the needs and constraints of each client, and adjusted in response to capital market developments, and our valuation work. |
|
| Financial Partners Capital Management, LLC |
Vincent |
Marsden |
Senior Vice President of Financial Planning |
(646) 277-7310 |
WM |
vmarsden@fpcm.net |
contact@fpcm.net |
150 East 52nd Street, 16th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/vincent-marsden-46375819/ |
|
1.988 |
$235M |
|
https://www.linkedin.com/company/financial-partners-capital-management-llc |
http://www.fpcm.net/ |
FPCM has provided for over 20 years, customized asset management and financial planning services to individuals, families and institutions. We differentiate ourselves as fiduciaries of our clients’ wealth, by sitting side-by-side with them, providing non-biased advice and personalized service.
Discretionary managed equity, fixed income and balanced portfolios constructed predominantly using individual equity and fixed income securities. Balanced portfolio allocations are based upon the needs and constraints of each client, and adjusted in response to capital market developments, and our valuation work. |
|
| Financial Planning Consultants |
Douglas |
Jarman |
Part Owner |
(619) 291-7974 Ext. 12 |
WM |
douglas.jarman@lpl.com |
investfpc@lpl.com |
1450 Frazee Rd., Suite 308 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/douglasjarmanfinancialadvisor/ |
Investment Management, Financial Planning, Retirement Planning, Income Planning, Education Planning, Legacy Planning, Estate Conservation, Income Tax Planning, Life Insurance, Long-Term Care Insurance, Disability Insurance, Annuities |
1.981 |
|
|
|
http://www.fpconsultantsinc.com/ |
Financial Planning Consultants is an independent wealth management firm dedicated to assisting families with their greatest financial concerns. From investment management and retirement savings strategies to estate conservation and college savings plans, we offer customized financial planning coupled with unbiased advice and recommendations. With more than four decades of experience, we are established in our San Diego community and take pride in our strong relationships with clients and their potential generations. |
|
| Financial Planning Consultants |
Thad |
Pugmire |
President |
(619) 291-7974 Ext. 13 |
WM |
thad.pugmire@lpl.com |
investfpc@lpl.com |
1450 Frazee Rd., Suite 308 |
San Diego |
CA |
92108 |
United States of America |
North America |
|
Investment Management, Financial Planning, Retirement Planning, Income Planning, Education Planning, Legacy Planning, Estate Conservation, Income Tax Planning, Life Insurance, Long-Term Care Insurance, Disability Insurance, Annuities |
1.981 |
|
|
|
http://www.fpconsultantsinc.com/ |
Financial Planning Consultants is an independent wealth management firm dedicated to assisting families with their greatest financial concerns. From investment management and retirement savings strategies to estate conservation and college savings plans, we offer customized financial planning coupled with unbiased advice and recommendations. With more than four decades of experience, we are established in our San Diego community and take pride in our strong relationships with clients and their potential generations. |
|
| Financial Planning Consultants |
Nathan |
Jarman |
Financial Advisor |
(619) 291-7974 Ext. 16 |
WM |
nathan.jarman@lpl.com |
investfpc@lpl.com |
1450 Frazee Rd., Suite 308 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/nathanjarman/ |
Investment Management, Financial Planning, Retirement Planning, Income Planning, Education Planning, Legacy Planning, Estate Conservation, Income Tax Planning, Life Insurance, Long-Term Care Insurance, Disability Insurance, Annuities |
1.981 |
|
|
|
http://www.fpconsultantsinc.com/ |
Financial Planning Consultants is an independent wealth management firm dedicated to assisting families with their greatest financial concerns. From investment management and retirement savings strategies to estate conservation and college savings plans, we offer customized financial planning coupled with unbiased advice and recommendations. With more than four decades of experience, we are established in our San Diego community and take pride in our strong relationships with clients and their potential generations. |
|
| Financial Planning Services, LLC |
Stan |
Mock |
Owner |
(208) 853-4600 |
WM |
stan@fps4u.com |
admin@fps4u.com |
3601 N. Lake Harbor Lane |
Boise |
ID |
83703 |
United States of America |
North America |
https://www.linkedin.com/in/stanmockcfp |
|
1.978 |
|
|
https://www.linkedin.com/company/financial-planning-services-llc/ |
https://www.fps4u.com/ |
At Financial Planning Services we want a client's financial life to be better than it would have been if they had never met us. We see ourselves in a "coaching position". We give our client the education they need and help them decide where they want to go, and approximately when they want to get there. We let them make the decisions that need to be made once they know the options that are available, and the positives and negatives relating to those decisions. |
|
| Financial Security Advisory, Inc. |
John |
Orlando |
Partner |
(757) 431-1414 |
WM |
orlando@gofsg.com |
finsec@gofsg.com |
575 Lynnhaven Parkway, Suite 310 |
Virginia Beach |
VA |
23452 |
United States of America |
North America |
https://www.linkedin.com/in/john-orlando-382a0b10/ |
|
1.997 |
$300M |
|
https://www.linkedin.com/company/financial-security-advisory-inc. |
http://www.gofsg.com/ |
Financial Security Group is a team of highly experienced financial planners and investment advisors who understand the importance of helping clients achieve financial independence.
The mission of Financial Security Group is to provide our clients the opportunity to achieve financial independence. Financial Security Group was established by visionary leaders who believed in simple, guiding principles.
For yourself, your family, and your business, we have the expertise and resources to help you achieve your financial goals. Count on us for retirement and education planning, mortgage solutions, and cash management strategies. |
|
| Financial Security Advisory, Inc. |
Richard |
Woodall |
Partner |
(757) 431-1414 |
WM |
woodall@gofsg.com |
finsec@gofsg.com |
575 Lynnhaven Parkway, Suite 310 |
Virginia Beach |
VA |
23452 |
United States of America |
North America |
|
|
1.997 |
$300M |
|
https://www.linkedin.com/company/financial-security-advisory-inc. |
http://www.gofsg.com/ |
Financial Security Group is a team of highly experienced financial planners and investment advisors who understand the importance of helping clients achieve financial independence.
The mission of Financial Security Group is to provide our clients the opportunity to achieve financial independence. Financial Security Group was established by visionary leaders who believed in simple, guiding principles.
For yourself, your family, and your business, we have the expertise and resources to help you achieve your financial goals. Count on us for retirement and education planning, mortgage solutions, and cash management strategies. |
|
| Financial Security Group, Inc. |
George |
Silfugarian |
Founder |
(630) 874-6751 |
WM |
george@financialsecuritygroup.net |
|
3333 Finley Rd., Suite 500 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/georgesilfugarian/ |
|
1.986 |
$175M |
|
|
http://www.financialsecuritygroup.net/ |
A relationship with Financial Security Group begins with a detailed analysis of your financial goals and objectives. We'll ask you a comprehensive set of questions, perhaps even some you've never considered, to help you clarify your desired financial destination. |
|
| Financial Solutions Advisory Group, Inc. |
Mark |
Soehn |
CoFounder and Principal |
(773) 714-1542 |
WM |
mcs@fsadvisorygroup.com |
|
8700 W. Bryn Mawr Ave., Suite 410-N |
Chicago |
IL |
60631 |
United States of America |
North America |
https://www.linkedin.com/in/marksoehn/ |
* Equities: Individual stocks, mutual funds and exchange-traded funds are managed using best-in-class research, with an emphasis on tax efficiency.
* Bonds: Portfolios feature investment-grade bonds as well as higher-yielding, lower-quality instruments in the form of individual securities, mutual funds and exchange-traded funds.
* Alternatives: Alternative asset classes and strategies can add consistency to returns and help to reduce portfolio volatility. |
2.003 |
$275M |
|
https://www.linkedin.com/company/financial-solutions-advisory-group/ |
https://www.fsadvisorygroup.com/ |
At Financial Solutions, we use a disciplined process to customize investment portfolios for your unique goals, needs and tolerance for risk. Protecting and building wealth involves more than just picking the right investments. Our approach features a core equity portfolio in which we seek to limit risk as well as management fees and taxes: After all, money you save is as important as money you earn. Our strategy for enhanced returns involves dedicating a portion of assets to actively managed and alternative asset classes. |
|
| Financial Solutions Advisory Group, Inc. |
Scott |
Munkvold |
CoFounder and Principal |
(773) 714-1542 |
WM |
sjm@fsadvisorygroup.com |
|
8700 W. Bryn Mawr Ave., Suite 410-N |
Chicago |
IL |
60631 |
United States of America |
North America |
https://www.linkedin.com/in/scott-munkvold-cfp-ctfa-4951684/ |
* Equities: Individual stocks, mutual funds and exchange-traded funds are managed using best-in-class research, with an emphasis on tax efficiency.
* Bonds: Portfolios feature investment-grade bonds as well as higher-yielding, lower-quality instruments in the form of individual securities, mutual funds and exchange-traded funds.
* Alternatives: Alternative asset classes and strategies can add consistency to returns and help to reduce portfolio volatility. |
2.003 |
$275M |
|
https://www.linkedin.com/company/financial-solutions-advisory-group/ |
https://www.fsadvisorygroup.com/ |
At Financial Solutions, we use a disciplined process to customize investment portfolios for your unique goals, needs and tolerance for risk. Protecting and building wealth involves more than just picking the right investments. Our approach features a core equity portfolio in which we seek to limit risk as well as management fees and taxes: After all, money you save is as important as money you earn. Our strategy for enhanced returns involves dedicating a portion of assets to actively managed and alternative asset classes. |
|
| Financial Solutions Advisory Group, Inc. |
Douglas |
Bennington |
Partner and Senior Portfolio Manager |
(773) 714-1542 |
WM |
dwb@fsadvisorygroup.com |
|
8700 W. Bryn Mawr Ave., Suite 410-N |
Chicago |
IL |
60631 |
United States of America |
North America |
https://www.linkedin.com/in/doug-bennington-a575931b/ |
* Equities: Individual stocks, mutual funds and exchange-traded funds are managed using best-in-class research, with an emphasis on tax efficiency.
* Bonds: Portfolios feature investment-grade bonds as well as higher-yielding, lower-quality instruments in the form of individual securities, mutual funds and exchange-traded funds.
* Alternatives: Alternative asset classes and strategies can add consistency to returns and help to reduce portfolio volatility. |
2.003 |
$275M |
|
https://www.linkedin.com/company/financial-solutions-advisory-group/ |
https://www.fsadvisorygroup.com/ |
At Financial Solutions, we use a disciplined process to customize investment portfolios for your unique goals, needs and tolerance for risk. Protecting and building wealth involves more than just picking the right investments. Our approach features a core equity portfolio in which we seek to limit risk as well as management fees and taxes: After all, money you save is as important as money you earn. Our strategy for enhanced returns involves dedicating a portion of assets to actively managed and alternative asset classes. |
|
| Financial Strategies Retirement Partners |
Shawn |
Monty |
Managing Partner |
(603) 627-1463 |
WM |
shawn@fsrp.net |
crystal@fsrp.net |
P.O. Box 10535 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/shawn-a-monty-22926046/ |
|
1.995 |
|
|
https://www.linkedin.com/company/financial-strategies-retirement-partners/ |
https://www.fsrp.net/ |
FSRP is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grosssman. |
|
| Financial Strategies Retirement Partners |
Jamie |
Perkins |
Partner |
(603) 627-1463 |
WM |
jamie@fsrp.net |
crystal@fsrp.net |
P.O. Box 10535 |
Bedford |
NH |
03110 |
United States of America |
North America |
|
|
1.995 |
|
|
https://www.linkedin.com/company/financial-strategies-retirement-partners/ |
https://www.fsrp.net/ |
FSRP is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grosssman. |
|
| Financial Strategies Retirement Partners |
Al |
Gilbert |
Partner |
(603) 627-1463 |
WM |
algilbert@fsrp.net |
crystal@fsrp.net |
P.O. Box 10535 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/al-gilbert-7962838/ |
|
1.995 |
|
|
https://www.linkedin.com/company/financial-strategies-retirement-partners/ |
https://www.fsrp.net/ |
FSRP is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grosssman. |
|
| Financial Strategies Retirement Partners |
Sarah |
Kenda |
Partner |
(603) 627-1463 |
WM |
sarah@fsrp.net |
crystal@fsrp.net |
P.O. Box 10535 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/sarahkendafsrp/ |
|
1.995 |
|
|
https://www.linkedin.com/company/financial-strategies-retirement-partners/ |
https://www.fsrp.net/ |
FSRP is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grosssman. |
|
| Financial Strategies Retirement Partners |
Forrest |
Butler |
Financial Advisor and Retirement Plan Consultant |
(603) 627-1463 |
WM |
forrest@fsrp.net |
crystal@fsrp.net |
P.O. Box 10535 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/forrest-butler-6b3801149/ |
|
1.995 |
|
|
https://www.linkedin.com/company/financial-strategies-retirement-partners/ |
https://www.fsrp.net/ |
FSRP is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grosssman. |
|
| Financial Synergies Asset Management |
Mike |
Minter |
Financial Advisor & Partner |
(713) 623-6600 |
WM |
mminter@finsyn.com |
info@finsyn.com |
4400 Post Oak Pkwy #200 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/mikemintercfp/ |
|
|
$350M |
|
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/?trk=hb_tab_compy_id_2706901 |
https://www.finsyn.com/ |
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. |
|
| Financial Synergies Asset Management |
Marie |
Villard |
Director of Operations |
(713) 623-6600 |
WM |
mvillard@finsyn.com |
info@finsyn.com |
4400 Post Oak Pkwy #200 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/marievillard/ |
|
|
$350M |
|
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/?trk=hb_tab_compy_id_2706901 |
https://www.finsyn.com/ |
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. |
|
| Financial Synergies Asset Management |
Zach |
Robinson |
Chief Financial Officer |
(713) 623-6600 |
WM |
zach@finsyn.com |
info@finsyn.com |
4400 Post Oak Pkwy #200 |
Houston |
TX |
77027 |
United States of America |
North America |
|
|
|
$350M |
|
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/?trk=hb_tab_compy_id_2706901 |
https://www.finsyn.com/ |
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. |
|
| Financial Synergies Asset Management |
Bryan |
Zschiesche |
Shareholder & Financial Advisor |
(713) 623-6600 |
WM |
bryanz@finsyn.com |
info@finsyn.com |
4400 Post Oak Pkwy #200 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/bryanzschiesche/ |
|
|
$350M |
|
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/?trk=hb_tab_compy_id_2706901 |
https://www.finsyn.com/ |
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. |
|
| Financial Synergies Asset Mgmt |
Michael |
Booker |
FOUNDING SHAREHOLDER |
(713) 623-6600 |
WM |
mbooker@finsyn.com |
info@finsyn.com |
4400 Post Oak Pkwy #200 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/mikebooker/ |
|
|
$200-350M |
|
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/?trk=hb_tab_compy_id_2706901 |
https://www.finsyn.com/ |
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. |
|
| Financial Vision LLC |
David |
Parent |
President |
(860) 761-0360 |
WM |
david@efinancialvision.com |
VisionForLife@efinancialvision.com |
111 Founders Plaza Suite 1202 |
East Hartford |
CT |
06108 |
United States of America |
North America |
https://www.linkedin.com/in/david-m-parent-41b86513b/ |
|
2.002 |
|
|
https://www.linkedin.com/company/financial-vision-llc/?originalSubdomain=ph |
https://www.efinancialvision.com |
Financial Vision, LLC is a Wealth Management firm that offers you the opportunity to potentially realize your dreams and secure your future with the highest level of personal service. Serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Our mission is for our clients to enjoy life, plain and simple. At Financial Vision, we take care of you. |
|
| Financial Vision LLC |
Maureen |
O'Brien-Laboy |
Director of Operations |
(860) 761-0360 |
WM |
concierge@efinancialvision.com |
VisionForLife@efinancialvision.com |
111 Founders Plaza Suite 1202 |
East Hartford |
CT |
06108 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/financial-vision-llc/?originalSubdomain=ph |
https://www.efinancialvision.com |
Financial Vision, LLC is a Wealth Management firm that offers you the opportunity to potentially realize your dreams and secure your future with the highest level of personal service. Serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Our mission is for our clients to enjoy life, plain and simple. At Financial Vision, we take care of you. |
|
| Financially Wise Women |
Brittney |
Castro |
Founder & CEO |
(323) 852-3182 |
WM |
brittney@financiallywisewomen.com |
info@financiallywisewomen.com |
8391 Beverly Blvd. #375 |
Los Angeles |
CA |
90048 |
United States of America |
North America |
https://www.linkedin.com/in/brittneycastro/ |
|
2.012 |
|
|
https://www.linkedin.com/company/financially-wise-inc/ |
https://www.financiallywisewomen.com/ |
Financially Wise, Inc. is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for individuals, couples, and businesses. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams. |
|
| Financially Wise Women |
Ann |
Arceo |
Financial Planner |
(323) 852-3182 |
WM |
ann@financiallywisewomen.com |
info@financiallywisewomen.com |
8391 Beverly Blvd. #375 |
Los Angeles |
CA |
90048 |
United States of America |
North America |
|
|
2.012 |
|
|
https://www.linkedin.com/company/financially-wise-inc/ |
https://www.financiallywisewomen.com/ |
Financially Wise, Inc. is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for individuals, couples, and businesses. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams. |
|
| Fine Art Wealth Management Ltd |
Randall |
Willette |
Founder & Managing Director |
44 7986 793641 |
WM |
rjwillette@fineartwealthmgt.com |
info@fineartwealthmgt.com |
180 Foxley Ln |
Purley |
|
CR8 3NF |
United Kingdom |
Europe |
|
|
2.003 |
|
|
https://www.linkedin.com/company/fine-art-wealth-management-ltd/ |
https://www.fineartwealthmgt.com |
Fine Art Wealth Management (FAWM) is a membership-based advisory firm that provides independent consulting, education, networking and proprietary research on managing art wealth. Our members represent a private network of close peers working together to solve the unique challenges facing familes with exceptional art wealth. |
|
| Finn Wealth Advisors |
Justin |
Finn |
Founder |
(603) 433-5515 |
WM |
justin@finnwealthadvisors.com |
|
42 Middle street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/justin-finn-08a40464/ |
|
2.018 |
|
|
https://www.linkedin.com/company/finn-wealth-advisors/ |
https://finnwealthadvisors.com/ |
Finn Wealth Advisors is an independent wealth management firm focused on supporting athletes in achieving their goals by bringing simplicity and security to their financial management. |
|
| Fiori Financial Group |
Margaux |
Fiori |
Founder & CEO |
(954) 763-2600 |
WM |
Margaux.Fiori@fiorifg.com |
|
205 SE 20th Street |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/margaux-fiori-6820a226/ |
|
2.009 |
|
|
https://www.linkedin.com/company/fiori-financial-group/ |
https://www.fiorifg.com/ |
Fiori Financial Group, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies. We specialize in working with affluent individuals, professional practices and executives.We enter every client situation with a disciplined approach to building financial strategies. Working cohesively with our in-house team of professionals along with our extensive partner relationships, we offer a variety of value-added financial services to discriminating clients. In order to do this, the Wealth Advisors at Fiori Financial Group, are affiliated with Raymond James, one of the nation’s leading diversified financial services companies and the largest independent broker/dealers supporting nearly 7,100 financial advisors nationwide. |
|
| Fiori Financial Group |
Scott |
Verlangieri |
Chief Financial Officer |
(954) 763-2600 |
WM |
Scott.Verlangieri@fiorifg.com |
|
205 SE 20th Street |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/scott-verlangieri-aif®-04417085/ |
|
2.009 |
|
|
https://www.linkedin.com/company/fiori-financial-group/ |
https://www.fiorifg.com/ |
Fiori Financial Group, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies. We specialize in working with affluent individuals, professional practices and executives.We enter every client situation with a disciplined approach to building financial strategies. Working cohesively with our in-house team of professionals along with our extensive partner relationships, we offer a variety of value-added financial services to discriminating clients. In order to do this, the Wealth Advisors at Fiori Financial Group, are affiliated with Raymond James, one of the nation’s leading diversified financial services companies and the largest independent broker/dealers supporting nearly 7,100 financial advisors nationwide. |
|
| Fiori Financial Group |
Jason |
Mamalis |
Vice President & Financial Advisor |
(954) 763-2600 |
WM |
Jason.Mamalis@fiorifg.com |
|
205 SE 20th Street |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/jason-mamalis-930064146/ |
|
2.009 |
|
|
https://www.linkedin.com/company/fiori-financial-group/ |
https://www.fiorifg.com/ |
Fiori Financial Group, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies. We specialize in working with affluent individuals, professional practices and executives.We enter every client situation with a disciplined approach to building financial strategies. Working cohesively with our in-house team of professionals along with our extensive partner relationships, we offer a variety of value-added financial services to discriminating clients. In order to do this, the Wealth Advisors at Fiori Financial Group, are affiliated with Raymond James, one of the nation’s leading diversified financial services companies and the largest independent broker/dealers supporting nearly 7,100 financial advisors nationwide. |
|
| Fiori Financial Group |
Abraham |
Arce |
Financial Advisor |
(954) 763-2600 |
WM |
Abraham.Arce@fiorifg.com |
|
205 SE 20th Street |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/abraham-arce-978549101/ |
|
2.009 |
|
|
https://www.linkedin.com/company/fiori-financial-group/ |
https://www.fiorifg.com/ |
Fiori Financial Group, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies. We specialize in working with affluent individuals, professional practices and executives.We enter every client situation with a disciplined approach to building financial strategies. Working cohesively with our in-house team of professionals along with our extensive partner relationships, we offer a variety of value-added financial services to discriminating clients. In order to do this, the Wealth Advisors at Fiori Financial Group, are affiliated with Raymond James, one of the nation’s leading diversified financial services companies and the largest independent broker/dealers supporting nearly 7,100 financial advisors nationwide. |
|
| Fiori Financial Group |
Lauren |
Fiori |
Director |
(954) 763-2600 |
WM |
Lauren.fiori@fiorifg.com |
|
205 SE 20th Street |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/fiorilauren/ |
|
2.009 |
|
|
https://www.linkedin.com/company/fiori-financial-group/ |
https://www.fiorifg.com/ |
Fiori Financial Group, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies. We specialize in working with affluent individuals, professional practices and executives.We enter every client situation with a disciplined approach to building financial strategies. Working cohesively with our in-house team of professionals along with our extensive partner relationships, we offer a variety of value-added financial services to discriminating clients. In order to do this, the Wealth Advisors at Fiori Financial Group, are affiliated with Raymond James, one of the nation’s leading diversified financial services companies and the largest independent broker/dealers supporting nearly 7,100 financial advisors nationwide. |
|
| First Financial Equity Corporation |
Jeffrey |
Graves |
President, CEO |
(214) 545-3301 |
WM |
jgraves@ffec.com |
|
7373 N. Scottsdale Rd., Suite D-120 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-graves-1b44a95/ |
|
1.985 |
|
|
https://www.linkedin.com/company/first-financial-equity-corporation/ |
https://www.ffec.com/ |
Founded in 1985, First Financial Equity Corporation (FFEC) is a privately owned full service brokerage firm. As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing. Our experienced investment advisors work to design, implement and monitor portfolios that seek to achieve the lifestyle goals and objectives that you and your family desire now and in the future. |
|
| First Financial Equity Corporation |
Tammy |
Steffen |
CCO |
(303) 643-5953 |
WM |
tsteffen@ffec.com |
|
7373 N. Scottsdale Rd., Suite D-120 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/tammy-steffen-8304bb4/ |
|
1.985 |
|
|
https://www.linkedin.com/company/first-financial-equity-corporation/ |
https://www.ffec.com/ |
Founded in 1985, First Financial Equity Corporation (FFEC) is a privately owned full service brokerage firm. As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing. Our experienced investment advisors work to design, implement and monitor portfolios that seek to achieve the lifestyle goals and objectives that you and your family desire now and in the future. |
|
| First Financial Equity Corporation |
Randy |
Sitzman |
COO |
(480) 778-2053 |
WM |
rsitzman@ffec.com |
|
7373 N. Scottsdale Rd., Suite D-120 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/randy-sitzman-a270b17a/ |
|
1.985 |
|
|
https://www.linkedin.com/company/first-financial-equity-corporation/ |
https://www.ffec.com/ |
Founded in 1985, First Financial Equity Corporation (FFEC) is a privately owned full service brokerage firm. As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing. Our experienced investment advisors work to design, implement and monitor portfolios that seek to achieve the lifestyle goals and objectives that you and your family desire now and in the future. |
|
| First Foundation Advisors |
Rick |
Keller |
Chairman |
(949) 622-3770 |
WM |
rkeller@ff-inc.com |
|
18101 Von Karman Avenue, 7th Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/rickkellercfp/ |
|
1.990 |
$4.3B |
|
https://www.linkedin.com/company/first-foundation-inc./ |
https://firstfoundationinc.com |
Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm. |
|
| First Foundation Advisors |
Scott |
Kavanaugh |
CEO |
(949) 202-4100 |
WM |
skavanaugh@ff-inc.com |
|
18101 Von Karman Avenue, 7th Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/scott-kavanaugh-9bab1b3b/ |
|
1.990 |
$4.3B |
|
https://www.linkedin.com/company/first-foundation-inc./ |
https://firstfoundationinc.com |
Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm. |
|
| First Foundation Advisors |
Lindsay |
Lawrence |
EVP, COO |
(949) 202-4100 |
WM |
llawrence@ff-inc.com |
|
18101 Von Karman Avenue, 7th Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/lindsay-lawrence-6414833/ |
|
1.990 |
$4.3B |
|
https://www.linkedin.com/company/first-foundation-inc./ |
https://firstfoundationinc.com |
Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm. |
|
| First Foundation Advisors |
Louis |
Abel |
Chief Investment Officer |
(626) 993-1311; C (626) 372-3921 |
WM |
label@ff-inc.com |
|
18101 Von Karman Avenue, 7th Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/louis-abel-36217a30/ |
|
1.990 |
$4.3B |
|
https://www.linkedin.com/company/first-foundation-inc./ |
https://firstfoundationinc.com |
Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm. |
|
| First Foundation Advisors |
Jack |
Stemper |
Managing Director |
(949) 622-3716 |
WM |
jstemper@ff-inc.com |
|
18101 Von Karman Avenue, 7th Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/jack-stemper-cfp®-9b8ba34/ |
|
1.990 |
$4.3B |
|
https://www.linkedin.com/company/first-foundation-inc./ |
https://firstfoundationinc.com |
Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm. |
|
| First Light Wealth Advisors |
James (Jay) |
Korzik |
Managing Partner |
(973) 435-4520 |
WM |
james@firstlightwa.com |
info@firstlightwa.com |
76 E Main St |
Little Falls |
NJ |
07424 |
United States of America |
North America |
https://www.linkedin.com/in/james-korzik-539945135/ |
|
|
|
|
https://www.linkedin.com/company/first-light-wealth-advisors-llc |
https://firstlightwa.com/ |
First Light Wealth Advisors is an independently owned, fee based, wealth management firm providing planning and investment advisory services. Our recommendations are objective and centered on assisting clients with achieving their goals. Our professionals collaborate with you to develop, implement and monitor a financial plan tailored to meet your distinct needs. |
|
| First Long Island Investors, LLC |
Edward |
Palleschi |
Vice President, Investment Management |
(516) 935-1200 |
WM |
edward@fliinvestors.com |
info@fliinvestors.com |
One Jericho Plaza, Suite 201 |
Jericho |
NY |
11753 |
United States of America |
North America |
https://www.linkedin.com/in/edward-palleschi-925b1a4/ |
Security-Cash, Fixed Income, and Absolute Return Strategies, Sapital Growth-Hedged Equity, Core Equity, and Diversified Equity Services, Opportunity Investments-Private Equity, Real Estate, and Real Assets Services. |
1.983 |
$1.3B |
|
https://www.linkedin.com/company/first-long-island-investors-llc/ |
http://fliinvestors.com/ |
FLI is a wealth management company and multi-family "family office," which is registered with the Securities and Exchange Commission as an investment advisor and broker-dealer. We are dedicated to providing individualized advice and counseling in the preservation, growth and administration of liquid and illiquid wealth for high-net-worth individuals, families and select institutions. |
|
| First Long Island Investors, LLC |
Philip |
Malakoff |
Vice President Wealth Management, Investment Committee Member |
(516) 935-1200 |
WM |
Philip@fliinvestors.com |
info@fliinvestors.com |
One Jericho Plaza, Suite 201 |
Jericho |
NY |
11753 |
United States of America |
North America |
https://www.linkedin.com/in/philip-malakoff-938a455a/ |
Security-Cash, Fixed Income, and Absolute Return Strategies, Sapital Growth-Hedged Equity, Core Equity, and Diversified Equity Services, Opportunity Investments-Private Equity, Real Estate, and Real Assets Services. |
1.983 |
$1.3B |
|
https://www.linkedin.com/company/first-long-island-investors-llc/ |
http://fliinvestors.com/ |
FLI is a wealth management company and multi-family "family office," which is registered with the Securities and Exchange Commission as an investment advisor and broker-dealer. We are dedicated to providing individualized advice and counseling in the preservation, growth and administration of liquid and illiquid wealth for high-net-worth individuals, families and select institutions. |
|
| First Long Island Investors, LLC |
Ralph |
Palleschi |
President & COO |
(516) 935-1200 |
WM |
ralph@fliinvestors.com |
info@fliinvestors.com |
One Jericho Plaza, Suite 201 |
Jericho |
NY |
11753 |
United States of America |
North America |
https://www.linkedin.com/in/ralph-palleschi-72766396/ |
Security-Cash, Fixed Income, and Absolute Return Strategies, Sapital Growth-Hedged Equity, Core Equity, and Diversified Equity Services, Opportunity Investments-Private Equity, Real Estate, and Real Assets Services. |
1.983 |
$1.3B |
|
https://www.linkedin.com/company/first-long-island-investors-llc/ |
http://fliinvestors.com/ |
FLI is a wealth management company and multi-family "family office," which is registered with the Securities and Exchange Commission as an investment advisor and broker-dealer. We are dedicated to providing individualized advice and counseling in the preservation, growth and administration of liquid and illiquid wealth for high-net-worth individuals, families and select institutions. |
|
| First Long Island Investors, LLC |
Robert |
Rosenthal |
Chairman, CEO & Chairman of the Investment Committee |
(516) 935-1200 |
WM |
robert@fliinvestors.com |
info@fliinvestors.com |
One Jericho Plaza, Suite 201 |
Jericho |
NY |
11753 |
United States of America |
North America |
https://www.linkedin.com/in/robert-rosenthal-873ab933/ |
Security-Cash, Fixed Income, and Absolute Return Strategies, Sapital Growth-Hedged Equity, Core Equity, and Diversified Equity Services, Opportunity Investments-Private Equity, Real Estate, and Real Assets Services. |
1.983 |
$1.3B |
|
https://www.linkedin.com/company/first-long-island-investors-llc/ |
http://fliinvestors.com/ |
FLI is a wealth management company and multi-family "family office," which is registered with the Securities and Exchange Commission as an investment advisor and broker-dealer. We are dedicated to providing individualized advice and counseling in the preservation, growth and administration of liquid and illiquid wealth for high-net-worth individuals, families and select institutions. |
|
| First Long Island Investors, LLC |
Stephen |
Juchem |
Senior Vice President |
(516) 935-1200 |
WM |
steve@fliinvestors.com |
info@fliinvestors.com |
One Jericho Plaza, Suite 201 |
Jericho |
NY |
11753 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-juchem-36267a12/ |
Security-Cash, Fixed Income, and Absolute Return Strategies, Sapital Growth-Hedged Equity, Core Equity, and Diversified Equity Services, Opportunity Investments-Private Equity, Real Estate, and Real Assets Services. |
1.983 |
$1.3B |
jo@fliinvestors.com |
https://www.linkedin.com/company/first-long-island-investors-llc/ |
http://fliinvestors.com/ |
FLI is a wealth management company and multi-family "family office," which is registered with the Securities and Exchange Commission as an investment advisor and broker-dealer. We are dedicated to providing individualized advice and counseling in the preservation, growth and administration of liquid and illiquid wealth for high-net-worth individuals, families and select institutions. |
|
| First Republic Private Wealth Management, Inc. |
Jon |
Goldstein |
Senior Managing Director, Portfolio Manager |
(415) 392-1400 |
WM |
jon@cwallc.com |
info@firstrepublic.com |
111 Pine Street |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/jon-goldstein-53022620/ |
Alternative Investments |
1.985 |
$58B |
|
|
https://www.firstrepublic.com/ |
First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. |
|
| First Republic Private Wealth Management, Inc. |
Paul |
Tramontano |
Managing Director |
(415) 392-1400 |
WM |
paul@cwallc.com |
info@firstrepublic.com |
111 Pine Street |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/paul-tramontano-38483910/ |
Alternative Investments |
1.985 |
$58B |
|
|
https://www.firstrepublic.com/ |
First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. |
|
| First Republic Private Wealth Management, Inc. |
Sam |
Katzman |
Managing Director & Wealth Manager |
(415) 392-1400 |
WM |
sam@cwallc.com |
info@firstrepublic.com |
111 Pine Street |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/samkatzman/ |
Alternative Investments |
1.985 |
$58B |
|
|
https://www.firstrepublic.com/ |
First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. |
|
| First Wealth Management S.R.L. |
Armando |
Cesa |
Partner |
39 15 24 71 403 |
WM |
info@firstwm.it |
info@firstwm.it |
Via Tripoli 16/A |
Biella |
|
13900 |
Italy |
Europe |
https://www.linkedin.com/in/armando-cesa-ciia-frm-2438a9b/ |
|
2.011 |
|
|
https://www.refees.it/ |
http://www.firstwm.it/ |
FWM is an independent Multi-Family Office who has been founded to help HNWIs and Institutionals in their investment decisions, with the goal to preserve and grow their wealth. |
|
| First Wealth Management S.R.L. |
Edoardo |
Mosca |
Founding Partner |
39 15 24 71 403 |
WM |
info@firstwm.it |
info@firstwm.it |
Via Tripoli 16/A |
Biella |
|
13900 |
Italy |
Europe |
https://www.linkedin.com/in/edoardo-mosca-250a9a/ |
|
2.011 |
|
|
https://www.refees.it/ |
http://www.firstwm.it/ |
FWM is an independent Multi-Family Office who has been founded to help HNWIs and Institutionals in their investment decisions, with the goal to preserve and grow their wealth. |
|
| First Western Trust (Scottsdale, AZ) |
Scott |
Wylie |
Chief Executive Officer | President |
(602) 224-7600 |
WM |
scott.wylie@myfw.com |
|
2425 East Camelback Road Suite 100 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/scott-wylie-a1375a2b/ |
|
2.004 |
|
|
https://www.linkedin.com/company/first-western-trust/ |
https://myfw.com/ |
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. |
|
| First Western Trust (Scottsdale, AZ) |
Julie |
Courkamp |
CFO |
(602) 224-7600 |
WM |
julie.courkamp@myfw.com |
|
2425 East Camelback Road Suite 100 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/julie-courkamp-6012aa59/ |
|
2.004 |
|
|
https://www.linkedin.com/company/first-western-trust/ |
https://myfw.com/ |
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. |
|
| First Western Trust (Scottsdale, AZ) |
John |
Sawyer |
Chief Investment Officer |
(602) 224-7600 |
WM |
john.sawyer@myfw.com |
|
2425 East Camelback Road Suite 100 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/johnesawyeriv/ |
|
2.004 |
|
|
https://www.linkedin.com/company/first-western-trust/ |
https://myfw.com/ |
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. |
|
| First Western Trust (Scottsdale, AZ) |
Scott |
Lawley |
Chief Credit Officer |
(602) 224-7600 |
WM |
scott.lawley@myfw.com |
|
2425 East Camelback Road Suite 100 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/scott-lawley-65695542/ |
|
2.004 |
|
|
https://www.linkedin.com/company/first-western-trust/ |
https://myfw.com/ |
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. |
|
| First Western Trust (Scottsdale, AZ) |
Josh |
Wilson |
Regional President |
(602) 224-7600 |
WM |
josh.wilson@myfw.com |
|
2425 East Camelback Road Suite 100 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/first-western-trust/ |
https://myfw.com/ |
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. |
|
| FirsTrust - Private Wealth Management |
Christopher |
Cannon |
Partner / Chief Investment Officer |
(813) 874-7200 |
WM |
chris@financialteam.com |
info@financialteam.com |
3030 North Rocky Point Dr. Suite 150 |
Tampa |
FL |
33607 |
United States of America |
North America |
https://www.linkedin.com/in/chris-cannon-cfa-ab13918 |
|
1.995 |
|
|
https://www.linkedin.com/company/firstrust-llc---private-wealth-management/ |
https://www.financialteam.com/ |
FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. FirsTrust is a collaborative FinancialTeam of experts; Financial Planners, Retirement Specialists, Tax Advisors, Estate Planners and Investment Managers. We are hired as confidential fiduciaries; to help people make wise financial decisions in all aspects of their lives. |
|
| FirsTrust - Private Wealth Management |
Dan |
Brownsberger |
Senior Investment Advisor |
(813) 874-7200 |
WM |
dan@financialteam.com |
info@financialteam.com |
3030 North Rocky Point Dr. Suite 150 |
Tampa |
FL |
33607 |
United States of America |
North America |
https://www.linkedin.com/in/dan-brownsberger-7b245332 |
|
1.995 |
|
|
https://www.linkedin.com/company/firstrust-llc---private-wealth-management/ |
https://www.financialteam.com/ |
FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. FirsTrust is a collaborative FinancialTeam of experts; Financial Planners, Retirement Specialists, Tax Advisors, Estate Planners and Investment Managers. We are hired as confidential fiduciaries; to help people make wise financial decisions in all aspects of their lives. |
|
| FirsTrust - Private Wealth Management |
Elayne |
Pisarik |
Senior Financial Advisor |
(813) 874-7200 |
WM |
elayne@financialteam.com |
info@financialteam.com |
3030 North Rocky Point Dr. Suite 150 |
Tampa |
FL |
33607 |
United States of America |
North America |
|
|
1.995 |
|
|
https://www.linkedin.com/company/firstrust-llc---private-wealth-management/ |
https://www.financialteam.com/ |
FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. FirsTrust is a collaborative FinancialTeam of experts; Financial Planners, Retirement Specialists, Tax Advisors, Estate Planners and Investment Managers. We are hired as confidential fiduciaries; to help people make wise financial decisions in all aspects of their lives. |
|
| FirsTrust - Private Wealth Management |
William |
Kearney |
President |
(800) 585-9888 |
WM |
bill@financialteam.com |
info@financialteam.com |
3030 North Rocky Point Dr. Suite 150 |
Tampa |
FL |
33607 |
United States of America |
North America |
https://www.linkedin.com/in/billkearney/ |
|
1.995 |
|
|
https://www.linkedin.com/company/firstrust-llc---private-wealth-management/ |
https://www.financialteam.com/ |
FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. FirsTrust is a collaborative FinancialTeam of experts; Financial Planners, Retirement Specialists, Tax Advisors, Estate Planners and Investment Managers. We are hired as confidential fiduciaries; to help people make wise financial decisions in all aspects of their lives. |
|
| Fisher Investments |
Ken |
Fisher |
Founder, Executive Chairman & Co-Chief Investment Officer |
(360) 335-3004 |
WM |
Ken@fi.com |
info@fi.com |
5525 NW Fisher Creek Drive |
Camas |
WA |
98607 |
United States of America |
North America |
https://www.linkedin.com/in/ken-fisher-5940771/ |
|
1.979 |
$95B |
|
https://www.linkedin.com/company/fisher-investments/ |
https://www.fisherinvestments.com/ |
Fisher Investments is a fee-only investment adviser serving institutional and private clients globally. If you’ve worked hard and saved throughout your life, we can help you retire comfortably and confidently through tailored money management, industry-leading client service, illuminating insights and a fee structure aligned with your success. |
|
| Fisher Investments |
Erica |
Caruso |
Vice President of Client Services |
Direct: (360) 835-4595 |
WM |
e.caruso@fi.com |
info@fi.com |
5525 NW Fisher Creek Drive |
Camas |
WA |
98607 |
United States of America |
North America |
https://www.linkedin.com/in/erica-caruso-43612051/ |
|
1.979 |
$95B |
|
https://www.linkedin.com/company/fisher-investments/ |
https://www.fisherinvestments.com/ |
Fisher Investments is a fee-only investment adviser serving institutional and private clients globally. If you’ve worked hard and saved throughout your life, we can help you retire comfortably and confidently through tailored money management, industry-leading client service, illuminating insights and a fee structure aligned with your success. |
|
| Fisher Wealth Management Group |
Charles |
Fisher |
Founder, Senior Wealth Advisor |
(610) 441-0370 |
WM |
charles.fisher@lpl.com |
|
1595 Paoli Pike, Suite 102 |
West Chester |
PA |
19380 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-fisher-b6bb8a38/ |
|
|
|
|
|
http://www.fisherwealthmanagementgroup.com/ |
Fisher Wealth Management Group, a full-service independent wealth management firm providing concierge service to individuals, families, and couples. Often, our clients come to us during times of transition, whether they are preparing for retirement or experiencing a divorce. They aren’t sure how to best manage the wealth they have accumulated over the years and want to preserve it as best they can. With specialized knowledge in comprehensive wealth planning and divorce financial planning, we help our clients establish key objectives and take the necessary action steps in pursuit of financial confidence. Utilizing a holistic planning approach, we are focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand. As a result, it’s not uncommon for our clients to turn to us first for advice and support. |
|
| Fisher Wealth Management Group |
Bruce |
Cantey |
Financial Consultant |
(717) 786-6727 |
WM |
bruce.cantey@lpl.com |
|
1595 Paoli Pike, Suite 102 |
West Chester |
PA |
19380 |
United States of America |
North America |
|
|
|
|
|
|
http://www.fisherwealthmanagementgroup.com/ |
Fisher Wealth Management Group, a full-service independent wealth management firm providing concierge service to individuals, families, and couples. Often, our clients come to us during times of transition, whether they are preparing for retirement or experiencing a divorce. They aren’t sure how to best manage the wealth they have accumulated over the years and want to preserve it as best they can. With specialized knowledge in comprehensive wealth planning and divorce financial planning, we help our clients establish key objectives and take the necessary action steps in pursuit of financial confidence. Utilizing a holistic planning approach, we are focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand. As a result, it’s not uncommon for our clients to turn to us first for advice and support. |
|
| Fisher Wealth Management Group |
Jennifer |
Lowden |
LPL Registered Sales Associate |
(610) 441-0370 |
WM |
jennifer.lowden@lpl.com |
|
1595 Paoli Pike, Suite 102 |
West Chester |
PA |
19380 |
United States of America |
North America |
|
|
|
|
|
|
http://www.fisherwealthmanagementgroup.com/ |
Fisher Wealth Management Group, a full-service independent wealth management firm providing concierge service to individuals, families, and couples. Often, our clients come to us during times of transition, whether they are preparing for retirement or experiencing a divorce. They aren’t sure how to best manage the wealth they have accumulated over the years and want to preserve it as best they can. With specialized knowledge in comprehensive wealth planning and divorce financial planning, we help our clients establish key objectives and take the necessary action steps in pursuit of financial confidence. Utilizing a holistic planning approach, we are focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand. As a result, it’s not uncommon for our clients to turn to us first for advice and support. |
|
| FIT Advisors |
Anjali |
Jariwala |
Principal |
Office: (847) 773-5445, Direct: (847) 863-6836 |
WM |
anjali@FITadvisors.com |
info@FITadvisors.com |
330 W Grand Ave |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/anjalijayakumar/ |
|
2.015 |
|
|
https://www.linkedin.com/company/fit-advisors/ |
https://fitadvisors.com/ |
As a mom, business owner and wife of a physician, Anjali understands the opportunities as well as challenges that young professionals face. She founded FIT Advisors to save her clients time and help guide them to better financial decisions. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage - she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach - we pull all the pieces together to provide you with peace of mind. |
|
| Fitzgerald Wealth Management |
John |
Fitzgerald |
Financial Advisor |
(480) 947-5300 |
WM |
johnf@fitzwm.com |
johnf@fitzwm.com |
7010 E. Acoma Drive, Suite A-203 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/john-fitzgerald-b49b307/ |
|
|
|
|
|
https://www.fitzgeraldwealth.com/ |
At Fitzgerald Wealth Management, we gain understanding of your objectives and current financial situation in order to help you save for retirement.
At Fitzgerald Wealth Management our mission is to assist you in fulfilling your financial goals and needs. Our purpose is to understand your objectives, current financial state, and future retirement goals. Through financial planning and offering sound advice regarding the appropriate use of financial services and products through a process grounded in individualized protection and risk management, we are here to assist you in achieving your goals. We are committed to advising individuals and families with customized opportunities and wealth management solutions to the increasingly complex needs of today’s marketplace. We offer investment, insurance, and financial planning services and advice. |
|
| Flathers Wealth Management |
Clayton |
Flathers |
President and Financial Advisor |
(214) 484-8046 |
WM |
clay@flatherswealth.com |
|
2626 Cole Ave., Suite 331 |
Dallas |
TX |
75204 |
United States of America |
North America |
http://www.linkedin.com/in/clay-flathers-fwm |
|
|
|
|
|
http://www.flatherswealth.com/ |
FWM is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing well-researched financial information.
As Investment Advisor Representatives with SagePoint Financial, we follow the fiduciary standard. Acting as fiduciaries on your behalf, your interests are our utmost priority. We work on a fee-only basis and do not sell commission based products. This gives us the freedom to develop your financial plan and investment strategy without outside infuence. |
|
| Flathers Wealth Management |
Scot |
Smith |
VP Operations, General Securities Principal and Financial Advisor |
(214) 484-8046 |
WM |
scot@flatherswealth.com |
|
2626 Cole Ave., Suite 331 |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/scot-smith-fwm/ |
|
|
|
|
|
http://www.flatherswealth.com/ |
FWM is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing well-researched financial information.
As Investment Advisor Representatives with SagePoint Financial, we follow the fiduciary standard. Acting as fiduciaries on your behalf, your interests are our utmost priority. We work on a fee-only basis and do not sell commission based products. This gives us the freedom to develop your financial plan and investment strategy without outside infuence. |
|
| Flathers Wealth Management |
Collin |
Flathers |
Financial Advisor |
(214) 484-8046 |
WM |
collin@flatherswealth.com |
|
2626 Cole Ave., Suite 331 |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/collin-flathers-46099352/ |
|
|
|
|
|
http://www.flatherswealth.com/ |
FWM is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing well-researched financial information.
As Investment Advisor Representatives with SagePoint Financial, we follow the fiduciary standard. Acting as fiduciaries on your behalf, your interests are our utmost priority. We work on a fee-only basis and do not sell commission based products. This gives us the freedom to develop your financial plan and investment strategy without outside infuence. |
|
| Flores Wealth Planning, LLC |
Arthur |
Flores |
Owner |
(917) 740-3898 |
WM |
aflores@floresplanning.com |
|
800 Third Avenue, Suite 2800 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/nycfinancialplanner/ |
|
2.012 |
|
|
|
https://floresfinancialplanning.com/ |
Flores, a fee-only Registered Investment Advisory (RIA) firm based in New York City. Arthur Flores provides financial planning and investment management services to individuals, families and business owners. He believes in a holistic approach and considers your entire financial picture when creating your plan. Flores provides personalized comprehensive financial planning services that cover several areas of your financial life such as retirement, investment, education, insurance, debt management and estate planning. |
|
| Florida Financial Advisors |
Jason |
Mickool |
President |
(617) 275-6600 |
WM |
jason.mickool@floridafa.com |
info@floridafa.com |
2330 W Horatio St |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/jason-mickool-4787b15/ |
|
2.015 |
|
|
https://www.linkedin.com/company/florida-financial-advisors/ |
https://www.floridafa.com/ |
Florida Financial Advisors (FFA) is full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work together with you to navigate your financial strategy. We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. FFA has designed unique ways to enhance your plans to grow your wealth, invest in your future and protect your family. |
|
| Flourish Wealth Management® |
Kathleen |
Longo |
President & Founder |
(952) 392-4474 |
WM |
klongo@flourishwm.com |
info@flourishwm.com |
3300 Edinborough Way, Suite 420 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/kathleenlongo/ |
|
2.014 |
|
|
https://www.linkedin.com/company/flourishwealthmanagement/ |
https://www.flourishwealthmanagement.com/ |
Flourish Wealth Management is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. |
|
| Flourish Wealth Management® |
Jay |
Pluimer |
Director of Investments |
(952) 392-4474 |
WM |
jpluimer@flourishwm.com |
info@flourishwm.com |
3300 Edinborough Way, Suite 420 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/jaypluimer/ |
|
2.014 |
|
|
https://www.linkedin.com/company/flourishwealthmanagement/ |
https://www.flourishwealthmanagement.com/ |
Flourish Wealth Management is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. |
|
| Flourish Wealth Management® |
Michelle |
Lenz |
Wealth Manager |
(952) 392-4474 |
WM |
mlenz@flourishwm.com |
info@flourishwm.com |
3300 Edinborough Way, Suite 420 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/michelelenz/ |
|
2.014 |
|
|
https://www.linkedin.com/company/flourishwealthmanagement/ |
https://www.flourishwealthmanagement.com/ |
Flourish Wealth Management is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. |
|
| Fluent Financial |
Mitch |
Kramer |
Founder and CEO |
(972) 852-4800 |
WM |
mitch@fluentfinancial.com |
|
14800 Landmark Blvd., Suite 848 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/fluentfinancial/ |
|
|
$139 million |
|
|
http://www.fluentfinancial.com/ |
Fluent Financial is an experienced wealth management firm that encompasses the values and culture of a streamlined family office. We are proud of our 99% annual client retention rate.
Whether your financial situation is relatively simple or very complex, we understand the importance of simplifying decisions, protecting and building your wealth and offering unparalleled investment advice and service. |
|
| Fluent Financial LLC |
Mitch |
Kramer |
Founder and CEO |
(972) 852-4800 |
WM |
mitch@fluentfinancial.com |
|
14800 Landmark Blvd Ste 848 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/fluentfinancial/ |
|
|
|
|
|
https://www.fluentfinancial.com/ |
Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first. Your goal-based financial plan is crafted to combine tax-saving strategies with smart investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor. |
|
| Fluent Financial LLC |
Tabitha |
Garreffa |
Director of Operations/Financial Advisor |
(972) 852-4800 |
WM |
tabitha@fluentfinancial.com |
|
14800 Landmark Blvd Ste 848 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/tabitha-garreffa-4323351b/ |
|
|
|
|
|
https://www.fluentfinancial.com/ |
Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first. Your goal-based financial plan is crafted to combine tax-saving strategies with smart investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor. |
|
| Fluent Financial LLC |
Mike |
Lanese |
Portfolio Manager |
(972) 852-4800 |
WM |
mike@fluentfinancial.com |
|
14800 Landmark Blvd Ste 848 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/michael-lanese-36a7771/ |
|
|
|
|
|
https://www.fluentfinancial.com/ |
Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first. Your goal-based financial plan is crafted to combine tax-saving strategies with smart investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor. |
|
| Fluent Financial LLC |
Taylor |
Fore |
Director of First Impressions/Officer Coordinator |
(972) 852-4800 |
WM |
Taylor@fluentfinancial.com |
|
14800 Landmark Blvd Ste 848 |
Dallas |
TX |
75254 |
United States of America |
North America |
|
|
|
|
|
|
https://www.fluentfinancial.com/ |
Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first. Your goal-based financial plan is crafted to combine tax-saving strategies with smart investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor. |
|
| FMA Advisory, Inc. |
Peter |
LaBella |
President |
(717) 232-8850 |
WM |
PLaBella@FMA-Advisory.com |
Contact@FMA-Advisory.com |
1631 North Front Street |
Harrisburg |
PA |
17102 |
United States of America |
North America |
https://www.linkedin.com/in/peterlabellacfp/ |
|
1.982 |
|
|
https://www.linkedin.com/company/fma-advisory-inc-/ |
https://fma-advisory.com/ |
FMA Advisory is an independent, SEC-Registered Investment Advisor (RIA) that provides a full range of asset management and financial planning services. Located in Harrisburg, we are the oldest fiduciary RIA in South Central Pennsylvania, serving clients on a fee-only basis since 1982. |
|
| FMA Advisory, Inc. |
John |
Klobusicky |
Co-Chief Investment Officer |
Direct: (717) 856-2238 |
WM |
JKlobusicky@FMA-Advisory.com |
Contact@FMA-Advisory.com |
1631 North Front Street |
Harrisburg |
PA |
17102 |
United States of America |
North America |
https://www.linkedin.com/in/john-klobusicky-cfa-caia-1946356b/ |
|
1.982 |
|
|
https://www.linkedin.com/company/fma-advisory-inc-/ |
https://fma-advisory.com/ |
FMA Advisory is an independent, SEC-Registered Investment Advisor (RIA) that provides a full range of asset management and financial planning services. Located in Harrisburg, we are the oldest fiduciary RIA in South Central Pennsylvania, serving clients on a fee-only basis since 1982. |
|
| FMA Advisory, Inc. |
Jeremy |
Stahl |
Co-Chief Investment Officer |
(717) 232-8850 |
WM |
JStahl@FMA-Advisory.com |
Contact@FMA-Advisory.com |
1631 North Front Street |
Harrisburg |
PA |
17102 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-stahl-261795102/ |
|
1.982 |
|
|
https://www.linkedin.com/company/fma-advisory-inc-/ |
https://fma-advisory.com/ |
FMA Advisory is an independent, SEC-Registered Investment Advisor (RIA) that provides a full range of asset management and financial planning services. Located in Harrisburg, we are the oldest fiduciary RIA in South Central Pennsylvania, serving clients on a fee-only basis since 1982. |
|
| FMA Advisory, Inc. |
Scott |
Ehrig |
Co-Chief Investment Officer |
(717) 232-8850 |
WM |
SEhrig@FMA-Advisory.com |
Contact@FMA-Advisory.com |
1631 North Front Street |
Harrisburg |
PA |
17102 |
United States of America |
North America |
https://www.linkedin.com/in/scott-ehrig-794b236/ |
|
1.982 |
|
|
https://www.linkedin.com/company/fma-advisory-inc-/ |
https://fma-advisory.com/ |
FMA Advisory is an independent, SEC-Registered Investment Advisor (RIA) that provides a full range of asset management and financial planning services. Located in Harrisburg, we are the oldest fiduciary RIA in South Central Pennsylvania, serving clients on a fee-only basis since 1982. |
|
| FMA Advisory, Inc. |
Donna |
Miltenberger |
Chief Compliance Officer |
(717) 232-8850 |
WM |
DMiltenberger@FMA-Advisory.com |
Contact@FMA-Advisory.com |
1631 North Front Street |
Harrisburg |
PA |
17102 |
United States of America |
North America |
https://www.linkedin.com/in/donna-miltenberger-a866367/ |
|
1.982 |
|
|
https://www.linkedin.com/company/fma-advisory-inc-/ |
https://fma-advisory.com/ |
FMA Advisory is an independent, SEC-Registered Investment Advisor (RIA) that provides a full range of asset management and financial planning services. Located in Harrisburg, we are the oldest fiduciary RIA in South Central Pennsylvania, serving clients on a fee-only basis since 1982. |
|
| FMA Advisory, Inc. |
Diana |
Funk |
Portfolio Administrator |
(717) 232-8850 |
WM |
diana.funk@fma-advisory.com |
Contact@FMA-Advisory.com |
1631 North Front Street |
Harrisburg |
PA |
17102 |
United States of America |
North America |
|
|
1.982 |
|
|
https://www.linkedin.com/company/fma-advisory-inc-/ |
https://fma-advisory.com/ |
FMA Advisory is an independent, SEC-Registered Investment Advisor (RIA) that provides a full range of asset management and financial planning services. Located in Harrisburg, we are the oldest fiduciary RIA in South Central Pennsylvania, serving clients on a fee-only basis since 1982. |
|
| FMB Wealth Management |
Debra |
Fields |
Founding Partner |
(805) 446-4494 |
WM |
debbie@fmbwealth.com |
|
2659 Townsgate Road Suite 246 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/debbie-fields-cfp®-4738025a/ |
|
|
$208 million |
|
https://www.linkedin.com/company/fmb-wealth-management/ |
http://fmbwealth.com/ |
FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process.We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we have determined that we can add substantial value to those clients’ financial situations. |
|
| FMB Wealth Management |
Grant |
Blindbury |
Partner |
(805) 446-4494 |
WM |
grant@fmbwealth.com |
|
2659 Townsgate Road Suite 246 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/grantblindbury/ |
|
|
$208 million |
|
https://www.linkedin.com/company/fmb-wealth-management/ |
http://fmbwealth.com/ |
FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process.We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we have determined that we can add substantial value to those clients’ financial situations. |
|
| FMB Wealth Management |
Evan |
Miller |
Partner |
(805) 446-4494; Mobile: (805) 551-8608 |
WM |
evan@fmbwealth.com |
|
2659 Townsgate Road Suite 246 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/evan-miller-cfp®-65134014/ |
|
|
$208 million |
|
https://www.linkedin.com/company/fmb-wealth-management/ |
http://fmbwealth.com/ |
FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process.We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we have determined that we can add substantial value to those clients’ financial situations. |
|
| FocalPoint Wealth Management |
Chris |
Urness |
Founder & CEO |
(480) 771-7526 x102 |
WM |
chris@focalpointwealth.com |
info@FocalPointWealth.com |
20860 N Tatum Blvd Suite 195 |
Phoenix |
AZ |
85050 |
United States of America |
North America |
https://www.linkedin.com/in/chris-urness/ |
|
2.016 |
|
|
https://www.linkedin.com/company/focalpoint-wealth-management/ |
https://www.focalpointwealth.com/ |
FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona. |
|
| FocalPoint Wealth Management |
Tim |
Hammond |
Wealth Advisor |
(480) 771-7526 x104 |
WM |
tim.hammond@focalpointwealth.com |
info@FocalPointWealth.com |
20860 N Tatum Blvd Suite 195 |
Phoenix |
AZ |
85050 |
United States of America |
North America |
https://www.linkedin.com/in/tim-hammond-cfp®-aep®-mba-76170ba/ |
|
2.016 |
|
|
https://www.linkedin.com/company/focalpoint-wealth-management/ |
https://www.focalpointwealth.com/ |
FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona. |
|
| FocalPoint Wealth Management |
Mark |
Fulton |
VP of Operations / Wealth Advisor |
(480) 771-7526 x103 |
WM |
mark@focalpointwealth.com |
info@FocalPointWealth.com |
20860 N Tatum Blvd Suite 195 |
Phoenix |
AZ |
85050 |
United States of America |
North America |
https://www.linkedin.com/in/frochop/ |
|
2.016 |
|
|
https://www.linkedin.com/company/focalpoint-wealth-management/ |
https://www.focalpointwealth.com/ |
FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona. |
|
| Foci Wealth Management |
Emil |
Peinert |
Financial Advisor |
Direct: (925) 476-4798, Mobile: (774) 239-1464 |
WM |
emil.j.peinert@ampf.com |
fociwealth@ampf.com |
353 Sacramento St., 23rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/emil-peinert-cfp®-crpc®-ricp®-apma®-clu®-9942b22/ |
|
|
|
|
https://www.linkedin.com/company/ameriprise-financial-services-llc/ |
https://www.ameripriseadvisors.com/team/foci-wealth-management/ |
Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Helping clients plan for their financial success involves understanding the personal context in which they place their investments and other financial concerns. We work closely with clients and their families to develop an understanding of their goals and values so we can help design efficient strategies, which are in alignment with what they consider to be financial success. |
|
| Foci Wealth Management |
Constance |
Young |
Financial Advisor, AVP |
(415) 288-7320 |
WM |
constance.x.young@ampf.com |
fociwealth@ampf.com |
353 Sacramento St., 23rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/constance-young-4977a16/ |
|
|
|
|
https://www.linkedin.com/company/ameriprise-financial-services-llc/ |
https://www.ameripriseadvisors.com/team/foci-wealth-management/ |
Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Helping clients plan for their financial success involves understanding the personal context in which they place their investments and other financial concerns. We work closely with clients and their families to develop an understanding of their goals and values so we can help design efficient strategies, which are in alignment with what they consider to be financial success. |
|
| Foci Wealth Management |
Dean |
Suzuki |
Financial Advisor |
(925) 476-4726 |
WM |
dean.m.suzuki@ampf.com |
fociwealth@ampf.com |
353 Sacramento St., 23rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/dean-suzuki-cfp®-mba-14964918/ |
|
|
|
|
https://www.linkedin.com/company/ameriprise-financial-services-llc/ |
https://www.ameripriseadvisors.com/team/foci-wealth-management/ |
Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Helping clients plan for their financial success involves understanding the personal context in which they place their investments and other financial concerns. We work closely with clients and their families to develop an understanding of their goals and values so we can help design efficient strategies, which are in alignment with what they consider to be financial success. |
|
| Foci Wealth Management |
Karl Von |
Brockdorff |
Private Wealth Advisor |
Direct: (415) 743-9884 |
WM |
karl.c.vonbrockdorff@ampf.com |
fociwealth@ampf.com |
353 Sacramento St., 23rd Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/karl-von-brockdorff-cfp®-crpc®-b38393/ |
|
|
|
|
https://www.linkedin.com/company/ameriprise-financial-services-llc/ |
https://www.ameripriseadvisors.com/team/foci-wealth-management/ |
Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Helping clients plan for their financial success involves understanding the personal context in which they place their investments and other financial concerns. We work closely with clients and their families to develop an understanding of their goals and values so we can help design efficient strategies, which are in alignment with what they consider to be financial success. |
|
| Focus Financial |
Ruediger (Rudy) |
Adolf |
Founder, CEO & Chairman |
(646) 576-6576 |
WM |
radolf@focuspartners.com |
inquiries@focuspartners.com |
875 3rd Avenue, 28th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/focus-financial-partners |
https://focusfinancialpartners.com/ |
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. |
|
| Focus Financial |
Rajini |
Kodialam |
CoFounder, COO |
(646) 576-6576 |
WM |
rkodialam@focuspartners.com |
inquiries@focuspartners.com |
875 3rd Avenue, 28th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/rajinikodialam/ |
|
2.006 |
|
|
https://www.linkedin.com/company/focus-financial-partners |
https://focusfinancialpartners.com/ |
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. |
|
| Focus Financial |
Leonard (Lenny) |
Chang |
CoFounder, Senior Managing Director & Head of M&A |
(646) 576-6576 |
WM |
lchang@focuspartners.com |
inquiries@focuspartners.com |
875 3rd Avenue, 28th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/focus-financial-partners |
https://focusfinancialpartners.com/ |
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. |
|
| Focus Financial |
Eric |
Amar |
Managing Director |
(646) 576-6576 |
WM |
eamar@focuspartners.com |
inquiries@focuspartners.com |
875 3rd Avenue, 28th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/eric-amar-31513b2/ |
|
2.006 |
|
|
https://www.linkedin.com/company/focus-financial-partners |
https://focusfinancialpartners.com/ |
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. |
|
| Focus Financial |
Molly |
Bennard |
Managing Director |
(646) 576-6576 |
WM |
mbennard@focuspartners.com |
inquiries@focuspartners.com |
875 3rd Avenue, 28th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/molly-bennard-cpa-cfa-7744331/ |
|
2.006 |
|
|
https://www.linkedin.com/company/focus-financial-partners |
https://focusfinancialpartners.com/ |
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. |
|
| Focused Wealth Management |
Philip |
DeAngelo |
Managing Director |
(845) 691-4035 |
WM |
pdeangelo@focusedwealthmgmt.com |
|
216 Route 299 |
Highland |
NY |
12528 |
United States of America |
North America |
https://www.linkedin.com/in/philip-j-deangelo-7a63242/ |
|
|
|
|
https://www.linkedin.com/company/focusedwealthmgmt/ |
https://focusedwealthmgmt.com/ |
Focused Wealth Management. is an Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Our client base includes individuals, not-for-profits, public and private endowments, pension funds, foundations, contingency funds, ERISA and Taft-Hartley monies. |
|
| Focused Wealth Management |
Jerry |
Schwartz |
Director of Financial Planning |
(845) 691-4035 |
WM |
jschwartz@focusedwealthmgmt.com |
|
216 Route 299 |
Highland |
NY |
12528 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/focusedwealthmgmt/ |
https://focusedwealthmgmt.com/ |
Focused Wealth Management. is an Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Our client base includes individuals, not-for-profits, public and private endowments, pension funds, foundations, contingency funds, ERISA and Taft-Hartley monies. |
|
| Focused Wealth Management |
Charles |
Yarnold |
Managing Director of Retirement Plans |
(845) 691-4035 |
WM |
cyarnold@focusedwealthmgmt.com |
|
216 Route 299 |
Highland |
NY |
12528 |
United States of America |
North America |
https://www.linkedin.com/in/charles-yarnold-aif®-8640b87/ |
|
|
|
|
https://www.linkedin.com/company/focusedwealthmgmt/ |
https://focusedwealthmgmt.com/ |
Focused Wealth Management. is an Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Our client base includes individuals, not-for-profits, public and private endowments, pension funds, foundations, contingency funds, ERISA and Taft-Hartley monies. |
|
| Focused Wealth Management |
Jacob |
Brett |
SVP of Advisory Services |
(845) 691-4035 |
WM |
jbrett@focusedwealthmgmt.com |
|
216 Route 299 |
Highland |
NY |
12528 |
United States of America |
North America |
https://www.linkedin.com/in/jacobmbrett/ |
|
|
|
|
https://www.linkedin.com/company/focusedwealthmgmt/ |
https://focusedwealthmgmt.com/ |
Focused Wealth Management. is an Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Our client base includes individuals, not-for-profits, public and private endowments, pension funds, foundations, contingency funds, ERISA and Taft-Hartley monies. |
|
| Focused Wealth Management |
Michael |
Passante |
Director of Financial Planning |
(845) 691-4035 |
WM |
mpassante@focusedwealthmgmt.com |
|
216 Route 299 |
Highland |
NY |
12528 |
United States of America |
North America |
https://www.linkedin.com/in/michael-passante-cfp®-cpwa®-9a30b77/ |
|
|
|
|
https://www.linkedin.com/company/focusedwealthmgmt/ |
https://focusedwealthmgmt.com/ |
Focused Wealth Management. is an Registered Investment Advisory firm committed to providing clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Our client base includes individuals, not-for-profits, public and private endowments, pension funds, foundations, contingency funds, ERISA and Taft-Hartley monies. |
|
| Foldes Financial Mgmt Inc. |
Steven |
Foldes |
Vice Chairman |
(305) 448-8882 ext240 |
WM |
Sfoldes@EK-FF.com |
DEvensky@EK-FF.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/steven-foldes-7b4207a/ |
|
|
|
Sfoldes@Evensky.com |
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Foldes Financial Mgmt Inc. |
Michael |
Hoeflinger |
Wealth Manager |
(305) 448-8882 ext241 |
WM |
MHoeflinger@EK-FF.com |
DEvensky@EK-FF.com |
4000 Ponce de Leon Boulevard, Suite 850 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-mungavin-cfp®-crc®-20a0a79/ |
|
|
|
MHoeflinger@Evensky.com |
https://www.linkedin.com/company/evensky-&-katz/ |
https://ek-ff.com/ |
Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principals of client-focused educated financial advice. |
|
| Foothills Asset Management Ltd |
Keith |
Wibel |
President |
(480) 777-9870 |
WM |
keith@faml.net |
|
8767 E. Via de Ventura, Suite 175 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/keithwibel/ |
|
|
|
|
https://www.linkedin.com/company/foothills-asset-management-ltd |
https://www.faml.net/ |
Foothills Asset Management specializes in helping high net-worth individuals achieve their investment goals. We listen to your hopes and dreams, then put together a portfolio designed to help you achieve them. You work hard for your money. Shouldn't it return the favor? |
|
| Foothills Asset Management Ltd |
Florence |
Wibel |
CFO |
(480) 777-9870 |
WM |
florence@faml.net |
|
8767 E. Via de Ventura, Suite 175 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/florence-wibel-6a202044/ |
|
|
|
|
https://www.linkedin.com/company/foothills-asset-management-ltd |
https://www.faml.net/ |
Foothills Asset Management specializes in helping high net-worth individuals achieve their investment goals. We listen to your hopes and dreams, then put together a portfolio designed to help you achieve them. You work hard for your money. Shouldn't it return the favor? |
|
| Forbes Family Trust |
Keith |
Bloomfield |
CEO |
(212) 488-1390 |
WM |
kbloomfield@forbesfamilytrust.com |
info@forbesfamilytrust.com |
767 5th Ave, 6th Floor |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/keith-bloomfield-fft/ |
|
2.009 |
$3,914 million |
|
https://www.linkedin.com/company/forbes-family-trust/ |
http://www.forbesfamilytrust.com |
Forbes Family Trust (“FFT”) is a global multi-family office specializing in alternative investments, asset allocation, portfolio construction and financial planning based in New York, NY, with offices in Philadelphia, PA, and Palm Beach, FL. Founded to serve the investment and wealth planning needs of members of the Forbes family, the firm opened its doors in 2009 to welcome the world’s most prominent families and family offices to join as clients. FFT and its affiliates manage approximately $5 billion in assets under advisement as of January 31, 2019. FFT is a registered investment adviser and a fiduciary. |
|
| Forbes Family Trust |
P Scott |
Gregorchuk |
Executive Chairman |
(212) 488-1390 |
WM |
PSG@forbesfamilytrust.com |
info@forbesfamilytrust.com |
767 5th Ave, 6th Floor |
New York |
NY |
10153 |
United States of America |
North America |
|
|
2.009 |
$3,914 million |
|
https://www.linkedin.com/company/forbes-family-trust/ |
http://www.forbesfamilytrust.com |
Forbes Family Trust (“FFT”) is a global multi-family office specializing in alternative investments, asset allocation, portfolio construction and financial planning based in New York, NY, with offices in Philadelphia, PA, and Palm Beach, FL. Founded to serve the investment and wealth planning needs of members of the Forbes family, the firm opened its doors in 2009 to welcome the world’s most prominent families and family offices to join as clients. FFT and its affiliates manage approximately $5 billion in assets under advisement as of January 31, 2019. FFT is a registered investment adviser and a fiduciary. |
|
| Forbes Family Trust |
William |
Luterman |
President & Chief Investment Officer |
(212) 488-1390 |
WM |
wdl@forbesfamilytrust.com |
info@forbesfamilytrust.com |
767 5th Ave, 6th Floor |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/williamluterman/ |
|
2.009 |
$3,914 million |
|
https://www.linkedin.com/company/forbes-family-trust/ |
http://www.forbesfamilytrust.com |
Forbes Family Trust (“FFT”) is a global multi-family office specializing in alternative investments, asset allocation, portfolio construction and financial planning based in New York, NY, with offices in Philadelphia, PA, and Palm Beach, FL. Founded to serve the investment and wealth planning needs of members of the Forbes family, the firm opened its doors in 2009 to welcome the world’s most prominent families and family offices to join as clients. FFT and its affiliates manage approximately $5 billion in assets under advisement as of January 31, 2019. FFT is a registered investment adviser and a fiduciary. |
|
| Forem Investments LLC |
Freddy |
Martinez |
President & CEO |
(305) 680-0607 |
WM |
info@foreminvestments.com |
info@foreminvestments.com |
8950 SW 74th Ct Suite 1605 |
Miami |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/freddy-martinez-65400a13/ |
|
2.013 |
|
|
https://www.linkedin.com/company/forem-investments-llc |
http://www.foreminvestments.com/ |
Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions. Principals combine more than 30 years of experience of advisory experience in reputable global Financial Institutions. As a core value, we engage in a crystal transparency approach with strict compliance and accountability. We hold only one thought in mind and is to attain our client’s financial goals. Our expert view of financial markets makes the difference. As a Registered Investments Advisor, Forem is engaging the fastest growing sector in the Wealth Management spectrum. |
|
| Forest Asset Management LLC |
JoAnn |
May |
Principal |
(708) 447-7086 |
WM |
joannm@forestasset.com |
info@forestasset.com |
3401 South Harlem Avenue Suite 202 |
Berwyn |
IL |
60402 |
United States of America |
North America |
https://www.linkedin.com/in/joann-may-4a254b13/ |
|
|
$565 million |
|
|
http://forestasset.com/ |
Forest Asset Management (FAM) is a family of professionals who help clients make smart decisions with their money. We are a comprehensive wealth management firm located in Chicago’s near west suburbs. We serve individuals, families, and businesses with our deep knowledge in financial planning, tax, risk management, retirement planning, and investment advice. |
|
| Forest Asset Management LLC |
Mark |
Pesavento |
Financial Advisor |
Direct: (708) 270-0713 |
WM |
markp@forestasset.com |
info@forestasset.com |
3401 South Harlem Avenue Suite 202 |
Berwyn |
IL |
60402 |
United States of America |
North America |
https://www.linkedin.com/in/mark-pesavento-27b3aa14a/ |
|
|
$565 million |
|
|
http://forestasset.com/ |
Forest Asset Management (FAM) is a family of professionals who help clients make smart decisions with their money. We are a comprehensive wealth management firm located in Chicago’s near west suburbs. We serve individuals, families, and businesses with our deep knowledge in financial planning, tax, risk management, retirement planning, and investment advice. |
|
| Forethought Investment Group, LLC |
Carole |
Miller |
Director of Operations, Owner |
(480) 699-8555 |
WM |
contact@figllc.net |
contact@figllc.net |
4140 E. Baseline Road Suite 101 |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
https://figllc.net/ |
Forethought Investments, a state registered investment advisory firm serving Mesa, AZ and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Forethought Investments. |
|
| FORM Prosperity Wealth Advisors, LLC |
Jeremy |
McClymonds |
Owner | Financial Advisor |
(480) 382-3676 |
WM |
Jeremy@FORMProsperity.com |
|
1490 South Price Road Suite 113 |
Chandler |
AZ |
85286 |
United States of America |
North America |
https://www.linkedin.com/in/jeremymcclymonds/ |
|
2.011 |
|
|
https://www.linkedin.com/company/form-prosperity-wealth-advisors-llc/ |
http://www.financialadvisoraz.com/ |
FORM is an acronym for Family, Occupation, Recreation and Money. Prosperity is the state of flourishing, thriving, success, or good fortune. We help our clients FORM Prosperity. Using a holistic approach we provide financial guidance for your one life to live and the many FORMs it’s taking. Once we define your personal path to prosperity we apply a process to build, manage, preserve or transition your wealth to work towards reaching your goals. |
|
| Fort Myers Wealth Management Group |
Breandan |
Kelly |
Founder-CEO, Director of Investments |
(239) 689-9364 |
WM |
breandan.kelly@lpl.com |
bk@fmwmg.com |
2401 First Street Suite 255 |
Fort Myers |
FL |
33901 |
United States of America |
North America |
https://www.linkedin.com/in/breandankelly/ |
|
2.018 |
|
|
https://www.linkedin.com/company/fmwmg/ |
https://www.fmwmg.com/ |
Fort Myers Wealth Management Group is a comprehensive wealth management firm that knows their clients, knows investing, and knows their clients’ investments. |
|
| Fort Myers Wealth Management Group |
Catherine |
Byrd |
Director of Operations |
(239) 689-9364 |
WM |
catherine.byrd@fmwmg.com |
bk@fmwmg.com |
2401 First Street Suite 255 |
Fort Myers |
FL |
33901 |
United States of America |
North America |
https://www.linkedin.com/in/catherine-byrd-92a51217b/ |
|
2.018 |
|
|
https://www.linkedin.com/company/fmwmg/ |
https://www.fmwmg.com/ |
Fort Myers Wealth Management Group is a comprehensive wealth management firm that knows their clients, knows investing, and knows their clients’ investments. |
|
| Fortaleza Asset Management, Inc. |
Tim |
Hurlburt |
VP, Senior Investment Analyst & Portfolio Manager |
(312) 621-6111 |
WM |
thurlburt@fortalezaasset.com |
info@fortalezaasset.com |
30 N. LaSalle Street, Suite 1526 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/tim-hurlburt-69a55265/ |
|
1.990 |
$48M |
|
https://www.linkedin.com/company/fortaleza-asset-management-inc./ |
http://www.fortalezaasset.com/ |
Fortaleza is a registered investment advisory firm based in Chicago, IL. Fortaleza specializes in the investment management of small, mid and large capitalization growth stocks for institutional clients. The Firm’s investment approach is fundamentally driven and implements a bottom-up stock selection process. |
|
| Forté Capital LLC |
David |
Henion |
Principal, Managing Director & Portfolio Manager |
(585) 586-8100 |
WM |
henion@forte-capital.com |
info@forte-capital.com |
400 Linden Oaks, Suite 310 |
Rochester |
NY |
14625 |
United States of America |
North America |
https://www.linkedin.com/in/david-henion-722153b/ |
|
|
$685M |
Principals@forte-capital.com |
|
https://fortecapital.com/ |
As independent wealth management advisors, Forté stands ready to help you build a confident, secure future. With Forté’s guidance, clients model their future and their family’s future. It’s a closely coordinated process that respects their privacy and increases peace of mind.
Forté clients receive professional investment management advice that reflects the reality of highly dynamic financial markets.
Forté works with your other advisors to minimize estate and income taxes, and provide other cost-saving benefits. So you’re getting the most of the combined efforts of your accountant, attorney, and financial advisor. |
|
| Forté Capital LLC |
Richard |
Nathan |
Forté Principals & Investment Committee |
(585) 586-8100 |
WM |
nathan@forte-capital.com |
info@forte-capital.com |
400 Linden Oaks, Suite 310 |
Rochester |
NY |
14625 |
United States of America |
North America |
https://www.linkedin.com/in/richard-nathan-54852534/ |
|
|
$685M |
|
|
https://fortecapital.com/ |
As independent wealth management advisors, Forté stands ready to help you build a confident, secure future. With Forté’s guidance, clients model their future and their family’s future. It’s a closely coordinated process that respects their privacy and increases peace of mind.
Forté clients receive professional investment management advice that reflects the reality of highly dynamic financial markets.
Forté works with your other advisors to minimize estate and income taxes, and provide other cost-saving benefits. So you’re getting the most of the combined efforts of your accountant, attorney, and financial advisor. |
|
| Forteris Wealth |
Jay |
Furst |
Founding Principal |
(914) 696-5300 |
WM |
jwf@forteriswealth.com |
|
200 Business Park Drive Suite 211 |
Armonk |
NY |
10504 |
United States of America |
North America |
https://www.linkedin.com/in/jayfurst/ |
|
1.993 |
$109 million |
|
https://www.linkedin.com/company/forteris-wealth-management/about/ |
https://www.forteriswealth.com/ |
Forteris is a fee-only independent financial planning and wealth management firm. We work with individuals, families and institutions to create customized solutions that successfully address both short and long term financial objectives. |
|
| Fortis Lux Financial |
Felix |
Malitsky |
Managing Partner |
Direct: (212) 578-7147 |
WM |
felixm@fortislux.com |
|
277 Park Ave, 44th Floor |
New York |
NY |
10172 |
United States of America |
North America |
https://www.linkedin.com/in/felixmalitsky/ |
|
|
|
|
https://www.linkedin.com/company/fortis-lux-financial/ |
http://www.fortislux.com/ |
Fortis Lux is a comprehensive financial planning firm that offers wealth management solutions, protection, risk management, Estate planning advice, and solutions to address your present and future financial needs. |
|
| Fortune Wealth Management, LLC |
Sonja |
White |
President & CEO |
(972) 716-8002 |
WM |
Sonja@fortunewealthmanagement.com |
|
12222 Merit Drive, Suite 1050 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/sonja-white-60825b4/ |
|
2.011 |
$196 million |
|
https://www.linkedin.com/company/fortune-wealth-management-llc/ |
https://www.fortunewealthmanagement.com/ |
As independent professional advisors, Fortune Wealth Management offers you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management. |
|
| Fortune Wealth Management, LLC |
Joe |
Kreck |
Financial Advisor |
(972) 716-8002 |
WM |
Joe@fortunewealthmanagement.com |
|
12222 Merit Drive, Suite 1050 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/joe-kreck-62699643/ |
|
2.011 |
$196 million |
|
https://www.linkedin.com/company/fortune-wealth-management-llc/ |
https://www.fortunewealthmanagement.com/ |
As independent professional advisors, Fortune Wealth Management offers you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management. |
|
| Fortune Wealth Management, LLC |
Miranda |
Fagin |
Client Services Specialist |
(972) 716-8002 |
WM |
miranda@fortunewealthmanagement.com |
|
12222 Merit Drive, Suite 1050 |
Dallas |
TX |
75251 |
United States of America |
North America |
|
|
2.011 |
$196 million |
|
https://www.linkedin.com/company/fortune-wealth-management-llc/ |
https://www.fortunewealthmanagement.com/ |
As independent professional advisors, Fortune Wealth Management offers you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management. |
|
| Forum Financial Management, LP |
John |
Adam |
Partner |
(630) 873-8545 |
WM |
jadam@forumfin.com |
forum@forumfin.com |
1900 S. Highland Ave., Suite 100 |
Lombard |
IL |
60148 |
United States of America |
North America |
https://www.linkedin.com/in/john-j-adam-ea-cfp®-0ba8706/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Forum Financial Management, LP |
Nirav |
Batavia |
Co-Managing Partner |
(832) 630-7841 |
WM |
nbatavia@forumfin.com |
forum@forumfin.com |
1900 S. Highland Ave., Suite 100 |
Lombard |
IL |
60148 |
United States of America |
North America |
https://www.linkedin.com/in/niravbatavia/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Forum Financial Management, LP |
Mary Anne |
Ehlert |
Partner |
(847) 522-8080 Ext. 245 |
WM |
mehlert@forumfin.com |
forum@forumfin.com |
103 Schelter Road |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/mehlert/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Forum Financial Management, LP |
Karma |
Forrestal |
Partner |
(630) 873-8544 |
WM |
kforrestal@forumfin.com |
forum@forumfin.com |
1900 S. Highland Ave., Suite 100 |
Lombard |
IL |
60148 |
United States of America |
North America |
https://www.linkedin.com/in/karma-forrestal-cfp®-1aa53749/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Forum Financial Management, LP |
Alan |
Hambourger |
Partner |
(847) 581-6000 |
WM |
ahambourger@forumfin.com |
forum@forumfin.com |
4709 W. Golf Road, Suite 1015 |
Skokie |
IL |
60076 |
United States of America |
North America |
https://www.linkedin.com/in/alan-hambourger-cpa-pfs-cfp®-09203610/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Forum Financial Management, LP |
Christopher |
Lamia |
Partner |
(805) 494-3416 |
WM |
clamia@forumfin.com |
forum@forumfin.com |
100 E. Thousand Oaks Blvd., Suite 200 |
Thousand Oaks |
CA |
91360 |
United States of America |
North America |
https://www.linkedin.com/in/chrislamia/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Forum Financial Management, LP |
Mac |
Davis |
Chief Operating Officer |
(630) 873-8542 |
WM |
mdavis@forumfin.com |
forum@forumfin.com |
1900 S. Highland Ave., Suite 100 |
Lombard |
IL |
60148 |
United States of America |
North America |
https://www.linkedin.com/in/mac-davis-a4177321/ |
|
1.979 |
$3.28B |
|
https://www.linkedin.com/company/forum-financial-management-llc/ |
https://www.forumfin.com/ |
Forum Financial Management offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business. |
|
| Foster & Motley, Inc. |
Ralph |
Scherer |
Shareholder & Investment Manager |
(513) 561-6640 |
WM |
ralph@fosterandmotley.com |
info@fosterandmotley.com |
7755 Montgomery Rd., Suite 100 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/ralph-scherer-jd-cfa-72490226/ |
|
1.996 |
$1.2B |
|
https://www.linkedin.com/company/foster-&-motley-inc-/ |
https://www.fosterandmotley.com/ |
At Foster & Motley, we deliver the Power of & – combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients. As fee-only advisors, our advice is always unbiased and free from the conflict of interest inherent when recommendations are made on products that the advisor is being paid to sell. We only receive compensation from fees paid by clients, and our recommendations are strictly based on what we believe is in your best interest. |
|
| Foster & Motley, Inc. |
David |
Foster |
Shareholder & Investment Manager |
(513) 561-6640 |
WM |
dave@fosterandmotley.com |
info@fosterandmotley.com |
7755 Montgomery Rd., Suite 100 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/dnienaber/ |
|
1.996 |
$1.2B |
|
https://www.linkedin.com/company/foster-&-motley-inc-/ |
https://www.fosterandmotley.com/ |
At Foster & Motley, we deliver the Power of & – combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients. As fee-only advisors, our advice is always unbiased and free from the conflict of interest inherent when recommendations are made on products that the advisor is being paid to sell. We only receive compensation from fees paid by clients, and our recommendations are strictly based on what we believe is in your best interest. |
|
| Foster Financial Group Wealth Management |
Larry |
Foster |
Chairman Emeritus |
(214) 379-0346 |
WM |
larry@ffgnetwork.com |
|
17300 Preston Road, Suite 260 |
Dallas |
TX |
75252 |
United States of America |
North America |
|
|
1.969 |
|
|
https://www.linkedin.com/company/fosterfinancialgroup/ |
https://www.fosterfinancialgroup.com/ |
At Foster Financial Group we serve our clients and community by helping them discover and accomplish financial goals such as wealth accumulation, preservation, enhancement, and transfer to multiple generations and the causes they care about. We have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. |
|
| Foster Financial Group Wealth Management |
Joe |
Foster |
CFP, President Wealth Management Division |
(214) 379-0349 |
WM |
joe@ffgnetwork.com |
|
17300 Preston Road, Suite 260 |
Dallas |
TX |
75252 |
United States of America |
North America |
https://www.linkedin.com/in/joe-foster-770a2815/ |
|
1.969 |
|
|
https://www.linkedin.com/company/fosterfinancialgroup/ |
https://www.fosterfinancialgroup.com/ |
At Foster Financial Group we serve our clients and community by helping them discover and accomplish financial goals such as wealth accumulation, preservation, enhancement, and transfer to multiple generations and the causes they care about. We have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. |
|
| Foster Financial Group Wealth Management |
Christi |
Barnes |
Operations Manager |
(214) 379-0350 |
WM |
christi@ffgnetwork.com |
|
17300 Preston Road, Suite 260 |
Dallas |
TX |
75252 |
United States of America |
North America |
|
|
1.969 |
|
|
https://www.linkedin.com/company/fosterfinancialgroup/ |
https://www.fosterfinancialgroup.com/ |
At Foster Financial Group we serve our clients and community by helping them discover and accomplish financial goals such as wealth accumulation, preservation, enhancement, and transfer to multiple generations and the causes they care about. We have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. |
|
| Foster Financial Group Wealth Management |
Shawn |
Foster |
Financial Consultant |
(214) 379-0350 |
WM |
shawn@ffgnetwork.com |
|
17300 Preston Road, Suite 260 |
Dallas |
TX |
75252 |
United States of America |
North America |
https://www.linkedin.com/in/shawn-foster-2918609/ |
|
1.969 |
|
|
https://www.linkedin.com/company/fosterfinancialgroup/ |
https://www.fosterfinancialgroup.com/ |
At Foster Financial Group we serve our clients and community by helping them discover and accomplish financial goals such as wealth accumulation, preservation, enhancement, and transfer to multiple generations and the causes they care about. We have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. |
|
| Foster Group, Inc. |
Jerry |
Foster |
Founder, Chairman of the Board |
(515) 226-9000 |
WM |
jerryf@fostergrp.com |
|
6601 Westown Parkway, Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/jerryfoster1955 |
|
1.989 |
|
|
https://www.linkedin.com/company/foster-group/ |
https://www.fostergrp.com/ |
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.
We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services. |
|
| Foster Group, Inc. |
Kent |
Kramer |
Chief Investment Officer |
(515) 226-9000 |
WM |
kentk@fostergrp.com |
|
6601 Westown Parkway, Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/kentakramer |
|
1.989 |
|
|
https://www.linkedin.com/company/foster-group/ |
https://www.fostergrp.com/ |
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.
We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services. |
|
| Foster Group, Inc. |
Buck |
Olsen |
CEO |
(515) 226-9000 |
WM |
bucko@fostergrp.com |
|
6601 Westown Parkway, Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/buckolsen/ |
|
1.989 |
|
|
https://www.linkedin.com/company/foster-group/ |
https://www.fostergrp.com/ |
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.
We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services. |
|
| Foster Group, Inc. |
Travis |
Rychnovsky |
CMO |
(515) 226-9000 |
WM |
travisr@fostergrp.com |
|
6601 Westown Parkway, Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/travisrychnovsky/ |
|
1.989 |
|
|
https://www.linkedin.com/company/foster-group/ |
https://www.fostergrp.com/ |
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.
We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services. |
|
| Foster Group, Inc. |
Matt |
Abels |
Director of Wealth |
(515) 226-9000 |
WM |
matta@fostergrp.com |
|
6601 Westown Parkway, Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/matt-abels-cfp®-cpwa®-b030a89/ |
|
1.989 |
|
|
https://www.linkedin.com/company/foster-group/ |
https://www.fostergrp.com/ |
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.
We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services. |
|
| Foundation Wealth Management |
Paul |
LaViola |
Wealth Manager and Founding Partner |
(610) 548-7170 |
WM |
paul@myfoundationwealth.com |
|
9 W 3rd St |
Media |
PA |
19063 |
United States of America |
North America |
https://www.linkedin.com/in/paullaviola/ |
|
2.013 |
|
|
https://www.linkedin.com/company/foundation-wealth-management-pa/ |
https://myfoundationwealth.com/ |
We are an independent Wealth Management firm located in the heart of downtown Media, PA. We work with individuals and families to help organize, grow and preserve their wealth. We are fee-only “Registered Investment Advisors” legally held to a fiduciary standard for our clients, in contrast to the majority of financial advisors who are “Registered Representatives” of broker dealers. |
|
| Foundation Wealth Partners |
Sam |
Rodriguez |
Founding Partner and Wealth Advisor |
(817) 754-1790 |
WM |
srodriguez@foundationwealthpartners.com |
|
700 North Carroll Avenue Suite 120 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/samerodriguez/ |
|
|
|
|
https://www.linkedin.com/company/foundationwealthpartners/ |
https://www.foundationwealthpartners.com/ |
|
|
| Four Points Financial Solutions Inc. |
Terry |
Fyke |
Employee Benefits Consultant |
(204) 235-0004 ext 4 |
WM |
Terry@FourPointsFinancial.com |
info@FourPointsFinancial.com |
475 Provencher Boulevard, Suite 107 |
Winnipeg |
MB |
R2J 4A7 |
Canada |
North America |
|
|
|
|
|
|
https://fourpointsfinancial.com/ |
Four Points Financial Solutions values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us. |
|
| Four Points Financial Solutions Inc. |
Thomas |
Russell |
Certified Financial Planner. Insurance Representative |
(204) 235-0004 ext 3 |
WM |
Tom@FourPointsFinancial.com |
info@FourPointsFinancial.com |
475 Provencher Boulevard, Suite 107 |
Winnipeg |
MB |
R2J 4A7 |
Canada |
North America |
https://www.linkedin.com/in/thomasbrussell/ |
|
|
|
|
|
https://fourpointsfinancial.com/ |
Four Points Financial Solutions values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us. |
|
| Four Points Financial Solutions Inc. |
Shawn |
Bjornsson |
Co-Owner |
(204) 235-0004 ext 1 |
WM |
Shawn@FourPointsFinancial.com |
info@FourPointsFinancial.com |
475 Provencher Boulevard, Suite 107 |
Winnipeg |
MB |
R2J 4A7 |
Canada |
North America |
https://www.linkedin.com/in/shawn-bjornsson-092150/ |
|
|
|
|
|
https://fourpointsfinancial.com/ |
Four Points Financial Solutions values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us. |
|
| Four Points Financial Solutions Inc. |
Diane |
Beischer |
Marketing Assistant |
(204) 235-0004 ext 5 |
WM |
Diane@FourPointsFinancial.com |
info@FourPointsFinancial.com |
475 Provencher Boulevard, Suite 107 |
Winnipeg |
MB |
R2J 4A7 |
Canada |
North America |
|
|
|
|
|
|
https://fourpointsfinancial.com/ |
Four Points Financial Solutions values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us. |
|
| Four Star Wealth Advisors, LLC |
Brian |
Kasal |
Founder / CEO |
Direct: (312) 667-1755, Mobile: (312) 860-3338 |
WM |
bkasal@fourstarwealth.com |
|
351 W. Hubbard, Suite 420 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/briankasal/ |
|
2.014 |
|
|
https://www.linkedin.com/company/fourstar-wealth-advisors-llc/ |
https://fourstarwealth.com/ |
FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. We are directly focused on serving clients in a conflict free environment. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals. |
|
| Four Star Wealth Advisors, LLC |
David |
Bonified |
Investment Advisor Representative & CCO |
(800) 888-5164 ext210 |
WM |
dbonifield@fourstarwealth.com |
|
351 W. Hubbard, Suite 420 |
Chicago |
IL |
60654 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/fourstar-wealth-advisors-llc/ |
https://fourstarwealth.com/ |
FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. We are directly focused on serving clients in a conflict free environment. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals. |
|
| Four Star Wealth Advisors, LLC |
Chris |
Reardon |
Director of Development |
(800) 888-5164 ext202 |
WM |
creardon@fourstarwealth.com |
|
351 W. Hubbard, Suite 420 |
Chicago |
IL |
60654 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/fourstar-wealth-advisors-llc/ |
https://fourstarwealth.com/ |
FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. We are directly focused on serving clients in a conflict free environment. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals. |
|
| Four Star Wealth Advisors, LLC |
Laura |
Swanson |
Investment Advisor Representative & Director of Operations |
(800) 888-5164 ext203 |
WM |
lswanson@fourstarwealth.com |
|
351 W. Hubbard, Suite 420 |
Chicago |
IL |
60654 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/fourstar-wealth-advisors-llc/ |
https://fourstarwealth.com/ |
FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. We are directly focused on serving clients in a conflict free environment. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals. |
|
| Four Star Wealth Advisors, LLC |
Kristine |
Wonneberg |
Marketing Director |
(800) 888-5164 ext204 |
WM |
kwonneberg@fourstarwealth.com |
|
351 W. Hubbard, Suite 420 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/kwonneberg/ |
|
2.014 |
|
|
https://www.linkedin.com/company/fourstar-wealth-advisors-llc/ |
https://fourstarwealth.com/ |
FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. We are directly focused on serving clients in a conflict free environment. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals. |
|
| FourFront Advisors |
Charlie |
Hoffmann |
Chief Executive Officer |
(610) 458-5790 |
WM |
charlie@fourfrontadvisors.com |
info@fourfrontadvisors.com |
557 W Uwchlan Ave., Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/charlie-hoffmann-5270119/ |
|
|
|
|
https://www.linkedin.com/company/fourfront-advisors/ |
https://fourfrontadvisors.com/ |
Every one of our partners comes from a different segment of the industry. This experience enables us to create sound financial solutions that take every angle of your situation into consideration, all while remaining focused on the aspects that matter most to you. With this approach, we strive to eliminate any confusion and doubt you have about your future, paving the path to a new life where your goals and needs are the number one priority. Our company philosophy is based on doing what’s right for you as a guiding principle. We strive to set ourselves apart by delivering recommendations solely meant to benefit you. Driven by a desire to make a genuine difference in people’s lives, every member of our team has chosen this career because we believe well-managed money leads to a more abundant and fulfilling life. |
|
| FourFront Advisors |
Pete |
Hoffmann |
Chief Investment Officer |
(610) 458-5790 |
WM |
pete@fourfrontadvisors.com |
info@fourfrontadvisors.com |
557 W Uwchlan Ave., Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/peter-hoffmann-987ba28/ |
|
|
|
|
https://www.linkedin.com/company/fourfront-advisors/ |
https://fourfrontadvisors.com/ |
Every one of our partners comes from a different segment of the industry. This experience enables us to create sound financial solutions that take every angle of your situation into consideration, all while remaining focused on the aspects that matter most to you. With this approach, we strive to eliminate any confusion and doubt you have about your future, paving the path to a new life where your goals and needs are the number one priority. Our company philosophy is based on doing what’s right for you as a guiding principle. We strive to set ourselves apart by delivering recommendations solely meant to benefit you. Driven by a desire to make a genuine difference in people’s lives, every member of our team has chosen this career because we believe well-managed money leads to a more abundant and fulfilling life. |
|
| FourFront Advisors |
Jim |
Butler |
Director of Financial Planning |
(610) 458-5790 |
WM |
jim@fourfrontadvisors.com |
info@fourfrontadvisors.com |
557 W Uwchlan Ave., Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/jimbutlercfpaif/ |
|
|
|
|
https://www.linkedin.com/company/fourfront-advisors/ |
https://fourfrontadvisors.com/ |
Every one of our partners comes from a different segment of the industry. This experience enables us to create sound financial solutions that take every angle of your situation into consideration, all while remaining focused on the aspects that matter most to you. With this approach, we strive to eliminate any confusion and doubt you have about your future, paving the path to a new life where your goals and needs are the number one priority. Our company philosophy is based on doing what’s right for you as a guiding principle. We strive to set ourselves apart by delivering recommendations solely meant to benefit you. Driven by a desire to make a genuine difference in people’s lives, every member of our team has chosen this career because we believe well-managed money leads to a more abundant and fulfilling life. |
|
| FourFront Advisors |
Todd |
Martin |
Financial Assistant & Office Manager |
(610) 458-5790 |
WM |
todd@fourfrontadvisors.com |
info@fourfrontadvisors.com |
557 W Uwchlan Ave., Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/todd-martin-91662664/ |
|
|
|
|
https://www.linkedin.com/company/fourfront-advisors/ |
https://fourfrontadvisors.com/ |
Every one of our partners comes from a different segment of the industry. This experience enables us to create sound financial solutions that take every angle of your situation into consideration, all while remaining focused on the aspects that matter most to you. With this approach, we strive to eliminate any confusion and doubt you have about your future, paving the path to a new life where your goals and needs are the number one priority. Our company philosophy is based on doing what’s right for you as a guiding principle. We strive to set ourselves apart by delivering recommendations solely meant to benefit you. Driven by a desire to make a genuine difference in people’s lives, every member of our team has chosen this career because we believe well-managed money leads to a more abundant and fulfilling life. |
|
| Fousie Wealth Management |
Larry |
Fousie |
Owner/Financial Advisor |
(972) 416-5974 |
WM |
larry.fousie@fousiewm.com |
|
2529 Copper Creek Lane |
Carrollton |
TX |
75006 |
United States of America |
North America |
https://www.linkedin.com/in/larryfousielpl/ |
|
|
|
|
|
https://www.fousiewm.com/ |
Fousie Wealth Management is an independent investment management firm located in Carrollton, Texas. We work one on one with our clients toward meeting their individual financial goals. Working together we determine the best methods for pursuing you financial goals. Taking into account your risk tolerance, investment time horizon, tax situation, and personal investment history we establish an individual investment strategy for each goal. We utilize multiple investment strategies and techniques to weather various market conditions and work towards meeting your goals. |
|
| Fox & Company Wealth Management |
Johanna |
Fox Turner |
Partner, Financial Planner |
((270) 247-0555 |
WM |
Johanna@FoxWealthMgmt.com |
info@foxwealthmgmt.com |
907 Paris Road, Suite B |
Mayfield |
KY |
42066 |
United States of America |
North America |
https://www.linkedin.com/in/johannafoxturner/ |
|
2.009 |
$29 million |
|
https://www.linkedin.com/company/milestones-financial-planning-llc |
https://foxwealthmgmt.com |
We are independent, fee-only CERTIFIED FINANCIAL PLANNERS™ and tax advisers. We advise high income professionals and business owners on ways to grow and protect their wealth while incorporating tax minimization strategies on a comprehensive basis. We are fiduciaries for our clients. We’ll outline your financial options and explain how each will or won’t help you achieve your goals so you’ll make decisions with clarity and confidence. We work exceptionally hard to make sure you’re glad you decided to hire us. |
|
| Fox & Company Wealth Management |
Michelle |
Neiswender |
Partner, Financial Planner |
((270) 247-0555 |
WM |
Michelle@FoxWealthMgmt.com |
info@foxwealthmgmt.com |
907 Paris Road, Suite B |
Mayfield |
KY |
42066 |
United States of America |
North America |
https://www.linkedin.com/in/michelleneiswender/ |
|
2.009 |
$29 million |
|
https://www.linkedin.com/company/milestones-financial-planning-llc |
https://foxwealthmgmt.com |
We are independent, fee-only CERTIFIED FINANCIAL PLANNERS™ and tax advisers. We advise high income professionals and business owners on ways to grow and protect their wealth while incorporating tax minimization strategies on a comprehensive basis. We are fiduciaries for our clients. We’ll outline your financial options and explain how each will or won’t help you achieve your goals so you’ll make decisions with clarity and confidence. We work exceptionally hard to make sure you’re glad you decided to hire us. |
|
| Foyston, Gordon & Payne Inc. |
Bryan |
Pilsworth |
President & CEO, Portfolio Manager-Canadian Equities |
(416) 362-4725 |
WM |
bpilsworth@foyston.com |
info@foyston.com |
1 Adelaide Street East, Suite 2600 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/bryan-pilsworth-9462b0/ |
|
1.980 |
$14B |
|
https://www.linkedin.com/company/foyston-gordon-&-payne-inc-/ |
http://www.foyston.com |
FGP is a value-style investment management firm whose philosophy is based on its view that earnings always matter. FGP believes that high quality, sustainable earnings should contribute to producing excellent longer-term value-added results.
Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals. More than three decades later, we continue to invest in what we believe are high quality companies with attractive valuations – just like the original partners did. |
|
| Foyston, Gordon & Payne Inc. |
John |
Berry |
SVP & Portfolio Manager - Canadian Equities |
(416) 362-4725 |
WM |
jberry@foyston.com |
info@foyston.com |
1 Adelaide Street East, Suite 2600 |
Toronto |
ON |
M5C 2V9 |
Canada |
North America |
https://www.linkedin.com/in/john-berry-28396253/ |
|
1.980 |
$14B |
|
https://www.linkedin.com/company/foyston-gordon-&-payne-inc-/ |
http://www.foyston.com |
FGP is a value-style investment management firm whose philosophy is based on its view that earnings always matter. FGP believes that high quality, sustainable earnings should contribute to producing excellent longer-term value-added results.
Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals. More than three decades later, we continue to invest in what we believe are high quality companies with attractive valuations – just like the original partners did. |
|
| Franchi-Wampler Wealth Management Group |
Jack |
Franchi |
SVP / Investments, Branch Manager |
(856) 985-4945 |
WM |
jfranchi@janney.com |
|
6000 Sagemore Dr # 6201 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/jackfranchi/ |
|
|
|
|
|
https://advisor.janney.com/franchiwamplerwealthmanagementgroup/ |
|
|
| Franchi-Wampler Wealth Management Group |
Paul |
Wampler |
AVP / Investments |
(856) 985-4934 |
WM |
pwampler@janney.com |
|
6000 Sagemore Dr # 6201 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/paul-wampler-98791a41/ |
|
|
|
|
|
https://advisor.janney.com/franchiwamplerwealthmanagementgroup/ |
|
|
| Francis Financial, Inc. |
Stacy |
Francis |
President & CEO |
(212) 374-9008 |
WM |
stacy@FrancisFinancial.com |
ClientRelations@FrancisFinancial.com |
39 Broadway, Suite 1730 |
New York |
NY |
10006 |
United States of America |
North America |
https://www.linkedin.com/in/stacyfrancis/ |
|
2.002 |
|
|
https://www.linkedin.com/company/francisfinancialinc |
https://francisfinancial.com/ |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. |
|
| Francis Financial, Inc. |
Avani |
Ramnani |
Director – Financial Planning and Wealth Management |
(212) 374-9008 |
WM |
avani@FrancisFinancial.com |
ClientRelations@FrancisFinancial.com |
39 Broadway, Suite 1730 |
New York |
NY |
10006 |
United States of America |
North America |
https://www.linkedin.com/in/avaniramnani/ |
|
2.002 |
|
|
https://www.linkedin.com/company/francisfinancialinc |
https://francisfinancial.com/ |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. |
|
| Francis Financial, Inc. |
Paul |
Stagias |
Senior Advisor |
(212) 374-9008 |
WM |
paul@FrancisFinancial.com |
ClientRelations@FrancisFinancial.com |
39 Broadway, Suite 1730 |
New York |
NY |
10006 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/francisfinancialinc |
https://francisfinancial.com/ |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. |
|
| Francis Financial, Inc. |
Natalie |
Colley |
Associate Advisor |
(212) 374-9008 |
WM |
natalie@FrancisFinancial.com |
ClientRelations@FrancisFinancial.com |
39 Broadway, Suite 1730 |
New York |
NY |
10006 |
United States of America |
North America |
https://www.linkedin.com/in/nataliekarr/ |
|
2.002 |
|
|
https://www.linkedin.com/company/francisfinancialinc |
https://francisfinancial.com/ |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. |
|
| Francis Financial, Inc. |
Alexandra |
S |
Analyst |
(212) 374-9008 |
WM |
Alexandra@francisfinancial.com |
ClientRelations@FrancisFinancial.com |
39 Broadway, Suite 1730 |
New York |
NY |
10006 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/francisfinancialinc |
https://francisfinancial.com/ |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. |
|
| Francis Financial, Inc. |
Davon |
Barrett |
Associate Advisor |
(212) 374-9008 |
WM |
davon@FrancisFinancial.com |
ClientRelations@FrancisFinancial.com |
39 Broadway, Suite 1730 |
New York |
NY |
10006 |
United States of America |
North America |
https://www.linkedin.com/in/davonbarrett/ |
|
2.002 |
|
|
https://www.linkedin.com/company/francisfinancialinc |
https://francisfinancial.com/ |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. |
|
| Franklin Street Advisors, Inc. |
Carol |
Manzon |
CFO |
(919) 489-2600 |
WM |
cmanzon@franklin-street.com |
franklin@franklin-street.com |
1450 Raleigh Road, Suite 300 |
Chapell Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/carol-manzon-02b0282/ |
|
|
|
|
|
http://franklin-street.com/ |
At Franklin Street Partners, we combine our perspective on the financial markets with a deep understanding of our clients’ goals, risk tolerances and objectives. We are a fiduciary and owe our allegiance to our clients. We have no ownership interest in the funds we invest in and no fees are paid by managers to be on our platform. Your portfolio will be constructed by a “rational architecture” of those portfolios we manage in house on a best-in-class basis combined with a judicious use of outside funds, both active and passive, to drive down investment expenses and squarely focus on returns and your unique risk tolerances. We also have a unique perspective on private investment vehicles, which we may use to dampen risk and volatility. Our focus is tax sensitive, fee sensitive, and putting your best interests first. |
|
| Franklin Street Advisors, Inc. |
Robert |
Newell |
CEO |
(919) 489-2600 |
WM |
bnewell@franklin-street.com |
franklin@franklin-street.com |
1450 Raleigh Road, Suite 300 |
Chapell Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/bob-newell-a41433129/ |
|
|
|
|
|
http://franklin-street.com/ |
At Franklin Street Partners, we combine our perspective on the financial markets with a deep understanding of our clients’ goals, risk tolerances and objectives. We are a fiduciary and owe our allegiance to our clients. We have no ownership interest in the funds we invest in and no fees are paid by managers to be on our platform. Your portfolio will be constructed by a “rational architecture” of those portfolios we manage in house on a best-in-class basis combined with a judicious use of outside funds, both active and passive, to drive down investment expenses and squarely focus on returns and your unique risk tolerances. We also have a unique perspective on private investment vehicles, which we may use to dampen risk and volatility. Our focus is tax sensitive, fee sensitive, and putting your best interests first. |
|
| FRANZ TATUM WEALTH MANAGEMENT |
Gloria |
Franz |
Owner - President |
(760) 770-2003 |
WM |
gloria@franztatum.com |
robin@franztatum.com |
34220 Gateway Drive Suite 100 |
Palm Desert |
CA |
92211 |
United States of America |
North America |
https://www.linkedin.com/in/gloriafranz/ |
|
2.007 |
|
|
https://www.linkedin.com/company/franz-tatum-wealth-management |
http://www.franztatum.com |
Franz Tatum Wealth Management exist to serve our clients through trust, honesty, respect and integrity. Our strength and commitment is for our client's success, both now and in the future. Our goal at Franz Tatum Wealth Management is to be our client's most trusted advisor through our professional knowledge, our integrity and our personalized service. |
|
| FRANZ TATUM WEALTH MANAGEMENT |
Nila |
Tatum |
Owner - Vice President |
(760) 770-2003 |
WM |
nila@franztatum.com |
robin@franztatum.com |
34220 Gateway Drive Suite 100 |
Palm Desert |
CA |
92211 |
United States of America |
North America |
https://www.linkedin.com/in/nila-tatum-b8a06792/ |
|
2.007 |
|
|
https://www.linkedin.com/company/franz-tatum-wealth-management |
http://www.franztatum.com |
Franz Tatum Wealth Management exist to serve our clients through trust, honesty, respect and integrity. Our strength and commitment is for our client's success, both now and in the future. Our goal at Franz Tatum Wealth Management is to be our client's most trusted advisor through our professional knowledge, our integrity and our personalized service. |
|
| Fratarcangeli Wealth Management |
Jeffrey |
Fratarcangeli |
Managing Principal - Investments, Financial Advisor |
(248) 385-5055 |
WM |
jeffrey.fratarcangeli@wfafinet.com |
|
300 Park St., Suite 265 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-fratarcangeli-a2996394/ |
> Alternative Investments: Charitable Gift Funds, Exchange Funds, Hedge Funds, Managed Futures, Offshore Investment, Private Equity, REITs
> Institutional Consulting: Endowments, Foundations
> Investment Products: Annuities, Certificates of Deposit, Commodities, Equities/ Stocks, Exchange-Traded Funds (ETFs), Exchange-Traded Products (ETPs), Fixed-Income/ Bonds, Futures, Money Market Funds, Mutual Funds, Options, Unit Investment Trusts |
|
|
|
|
http://fratarcangeliwealth.com/ |
At Fratarcangeli Wealth Management Group, we help clients pursue their investment goals with sound financial strategies. Let’s turn your vision into the personal, tailored plan you deserve.
Lasting, meaningful, and open relationships are the foundation of our practice. We’re interested in long-term relationships, not individual transactions. |
|
| Fratarcangeli Wealth Management |
Mark |
Improta |
SVP |
(248) 385-5056 |
WM |
mark.improta@wfafinet.com |
|
300 Park St., Suite 265 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/mark-improta-3b72aa49/ |
> Alternative Investments: Charitable Gift Funds, Exchange Funds, Hedge Funds, Managed Futures, Offshore Investment, Private Equity, REITs
> Institutional Consulting: Endowments, Foundations
> Investment Products: Annuities, Certificates of Deposit, Commodities, Equities/ Stocks, Exchange-Traded Funds (ETFs), Exchange-Traded Products (ETPs), Fixed-Income/ Bonds, Futures, Money Market Funds, Mutual Funds, Options, Unit Investment Trusts |
|
|
|
|
http://fratarcangeliwealth.com/ |
At Fratarcangeli Wealth Management Group, we help clients pursue their investment goals with sound financial strategies. Let’s turn your vision into the personal, tailored plan you deserve.
Lasting, meaningful, and open relationships are the foundation of our practice. We’re interested in long-term relationships, not individual transactions. |
|
| Fratarcangeli Wealth Management |
Cynthia |
Mulonas |
COO |
(248) 385-5051 |
WM |
cynthia.mulonas@wfafinet.com |
|
300 Park St., Suite 265 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/cynthia-mulonas-a2baa5119/ |
> Alternative Investments: Charitable Gift Funds, Exchange Funds, Hedge Funds, Managed Futures, Offshore Investment, Private Equity, REITs
> Institutional Consulting: Endowments, Foundations
> Investment Products: Annuities, Certificates of Deposit, Commodities, Equities/ Stocks, Exchange-Traded Funds (ETFs), Exchange-Traded Products (ETPs), Fixed-Income/ Bonds, Futures, Money Market Funds, Mutual Funds, Options, Unit Investment Trusts |
|
|
|
|
http://fratarcangeliwealth.com/ |
At Fratarcangeli Wealth Management Group, we help clients pursue their investment goals with sound financial strategies. Let’s turn your vision into the personal, tailored plan you deserve.
Lasting, meaningful, and open relationships are the foundation of our practice. We’re interested in long-term relationships, not individual transactions. |
|
| Freedom Advisory, LLC |
Roberto |
Rivera |
Director of Financial Planning |
(954) 848-2884 |
WM |
rrivera@freedom-advisory.com |
tellmemore@freedom-advisory.com |
500 East Broward Boulevard Suite #1710 |
Fort Lauderdale |
FL |
33394 |
United States of America |
North America |
https://www.linkedin.com/in/roberto-rivera-cfp%C2%AE-cima%C2%AE-77026a118/ |
|
2.008 |
|
|
https://www.linkedin.com/company/freedom-advisory-llc/ |
https://freedom-advisory.com/ |
Freedom Advisory is a registered investment advisor with offices in San Juan, Puerto Rico and Fort Lauderdale, Florida. We provide investment advisory services based on the individual needs, goals and objectives of the client. Investment management services are provided to individual clients, which includes trusts and estates, charitable organizations, endowments, corporations and other business entities. |
|
| Freeman Wealth Management |
Patrick |
Freeman |
Founder |
(817) 909-1115 |
WM |
trustedadvisor@freemanwealth.com |
trustedadvisor@freemanwealth.com |
3131 McKinney Ave Ste 600 |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/patrickfreeman1/ |
|
2.006 |
|
|
|
http://freemanwealth.com |
Freeman Wealth Management is an independent financial firm providing financial advice and guidance to our clients. As an independent firm, our clients' best interest comes first.
We are not pressured to sell specific products or services, as is often the case with large brokerage firms. |
|
| Freestone Capital Management, LLC |
Robert |
Mellon |
Partner |
(206) 707-7320 |
WM |
bob@freestonecapital.com |
|
701 Fifth Avenue, 74th Floor |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/mellon/ |
|
1.999 |
$3.9B |
|
https://www.linkedin.com/company/freestone-capital-management/ |
https://www.freestonecapital.com/ |
Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, Portland, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. |
|
| Freestone Capital Management, LLC |
Andrew |
Erisman |
Partner |
(206) 707-7330 |
WM |
andrew@freestonecapital.com |
|
701 Fifth Avenue, 74th Floor |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/andrewerisman/ |
|
1.999 |
$3.9B |
|
https://www.linkedin.com/company/freestone-capital-management/ |
https://www.freestonecapital.com/ |
Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, Portland, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. |
|
| Fries & Wolfe Financial Services, Inc. |
James |
Wolfe |
President |
(208) 898-0711 |
WM |
jim@wolfeassetmgmt.com |
jim@wolfeassetmgmt.com |
1020 North Hickory Avenue, Suite 105 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/james-wolfe-7016b117/ |
|
2.006 |
|
|
|
https://www.wolfeassetmgmt.com/ |
Fries & Wolfe Financial Services helps take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. |
|
| Frontier Investment Management |
Gary |
Schoen |
Principal, Portfolio Manager |
(972) 934-2590 |
WM |
gschoen@frontierinvest.com |
frontier@frontierinvest.com |
2895 Hwy 190, Suite 226 |
Mandeville |
LA |
70471 |
United States of America |
North America |
https://www.linkedin.com/in/gary-schoen-12b0208/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management |
Richard |
Sowden Jr |
Principal, Portfolio Manager |
(972) 934-2590 |
WM |
rsowden@frontierinvest.com |
frontier@frontierinvest.com |
8401 N. Central Expwy., Suite 300 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/richard-g-sowden-jr-cfa-6456889/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management |
Brian |
Hattendorf |
Principal |
(972) 934-2590 |
WM |
bhattendorf@frontierinvest.com |
frontier@frontierinvest.com |
8401 N. Central Expwy., Suite 300 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/brian-hattendorf-31948823/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management |
Thomas |
Walsh |
Managing Director |
(972) 934-2590 |
WM |
twalsh@frontierinvest.com |
frontier@frontierinvest.com |
9600 Great Hills Trail, Suite 150W |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-walsh-cfp®-211a9b1/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management |
Todd |
Stephens |
Director |
(972) 934-2590 |
WM |
tstephens@frontierinvest.com |
frontier@frontierinvest.com |
4801 Woodway Drive, Suite 300 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/todd-stephens-cfp®-82871429/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management Co. |
Gary |
Schoen |
Principal |
(972) 739-7523 |
WM |
gschoen@frontierinvest.com |
frontier@frontierinvest.com |
2895 Hwy 190, Suite 226 |
Mandeville |
LA |
70471 |
United States of America |
North America |
https://www.linkedin.com/in/gary-schoen-12b0208/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management Co. |
Mary |
Cavaleri |
Wealth Advisor |
(972) 739-2030 |
WM |
mcavaleri@frontierinvest.com |
frontier@frontierinvest.com |
8401 N. Central Expwy., Suite 300 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/mary-cavaleri-30aa9968/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management Co. |
Ami |
Doshi |
Director |
(214) 545-5596 |
WM |
adoshi@frontierinvest.com |
frontier@frontierinvest.com |
8401 N. Central Expwy., Suite 300 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/ami-doshi/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontier Investment Management Co. |
Ashish |
Khanna |
Director |
(972) 739-7527 |
WM |
akhanna@frontierinvest.com |
frontier@frontierinvest.com |
8401 N. Central Expwy., Suite 300 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/ashish-khanna-jd-cap-4736a1a0/ |
|
1.994 |
$3B |
|
https://www.linkedin.com/company/frontier-investment-management-co./ |
https://www.frontierinvest.com/ |
Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions. Headquartered in Dallas, we manage assets for individuals, families and institutions. We partner with our clients to maintain, manage and maximize their wealth. Utilizing a goal-based process, we work with clients to address complex estate, financial planning and investment management challenges. We strive to deliver a personalized experience and solution to each client for all of their financial needs. |
|
| Frontwater Capital Inc. |
Jeff |
Kaminker |
Portfolio Manager |
(416) 903-9195 |
WM |
jeff.kaminker@frontwater.ca |
invest@frontwater.ca |
1920 Yonge Street, Suite 200 |
Toronto |
ON |
M4S 3E2 |
Canada |
North America |
https://www.linkedin.com/in/jeff-kaminker-8058105/ |
|
2.009 |
|
|
|
https://www.frontwater.ca/ |
Frontwater Capital is an independent wealth management firm. Once limited to a number of affluent and high net worth families, in 2016 we welcomed new clients to the fold. We take complex investment concepts typically reserved for large financial institutions and make them accessible to individual investors. |
|
| Frost Wealth Management® |
Greg |
Frost |
Director - Private Client Group |
(519) 741-8478 ext 1 |
WM |
g.frost@holliswealth.com |
|
101-30 Dupont Street E. |
Waterloo |
ON |
N2J 2G9 |
United States of America |
North America |
https://www.linkedin.com/in/greg-frost-75b027152/ |
|
1.988 |
|
|
|
https://www.frostwealthmanagement.com/ |
The team at Frost Wealth Management® (FWM) has been a helping families grow, protect and leave a legacy since 1988. During that time, the FWM staff has undergone some growth of our own, including some new additions, but the core of what we do remains the same. We provide services such as monthly newsletters, a website, seminars, workshops and books as well as being available to answer any financial planning question. If we can’t answer it, our strategic specialists will. |
|
| Fulcrum Wealth Planning |
Luke |
Hill Tolson |
Managing Partner |
(817) 756-8577 |
WM |
contact@fulcrumwp.com |
contact@fulcrumwp.com |
129 S. Main Street, Suite 110 |
Grapevine |
TX |
76051 |
United States of America |
North America |
https://www.linkedin.com/in/luke-tolson-cfp®-b6167a3/ |
|
|
|
|
|
http://fulcrumwp.com/ |
Fulcrum Wealth Planning is a boutique firm anchored in financial planning, investment management, and generational strategies. We recognize that everyone has unique needs and concerns, so we develop and implement tailored approaches to help ensure our clients desired outcomes are achieved. We strive to develop and maintain a culture of accountability, transparency, and enduring relationships. These aspects not only define our business, but everything that we do. At Fulcrum Wealth Planning, we want to be your “counselor for all things financial”. |
|
| Fulcrum Wealth Planning |
Brian |
Fox |
Managing Partner |
(817) 756-8577 |
WM |
contact@fulcrumwp.com |
contact@fulcrumwp.com |
129 S. Main Street, Suite 110 |
Grapevine |
TX |
76051 |
United States of America |
North America |
|
|
|
|
|
|
http://fulcrumwp.com/ |
Fulcrum Wealth Planning is a boutique firm anchored in financial planning, investment management, and generational strategies. We recognize that everyone has unique needs and concerns, so we develop and implement tailored approaches to help ensure our clients desired outcomes are achieved. We strive to develop and maintain a culture of accountability, transparency, and enduring relationships. These aspects not only define our business, but everything that we do. At Fulcrum Wealth Planning, we want to be your “counselor for all things financial”. |
|
| Fullcircle Wealth LLC |
Brent |
Sikes |
Principal Partner |
(972) 480-6200 |
WM |
brent@fullcircle-wealth.com |
team@fullcircle-wealth.com |
15660 N. Dallas Pkwy., Suite 910 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/brensikes/ |
|
2.012 |
$68 million |
|
https://www.linkedin.com/company/fullcircle-wealth/ |
https://www.fullcircle-wealth.com/ |
Based in Dallas, Texas, FullCircle Wealth is an employee-owned, State of Texas-Registered Investment Advisor (RIA). The firm provides the highest level of conflict-free investment consulting services, wealth management and financial planning. FullCircle Wealth takes the rare view that each client is unique and, therefore, has distinct financial goals. The firm spends the time necessary to customize its proposed solutions in order to pursue each client’s goals with intelligence and rigor. |
|
| Fullcircle Wealth LLC |
Wesley |
Pingelton |
CoFounder |
(972) 480-6200 |
WM |
wes@fullcircle-wealth.com |
team@fullcircle-wealth.com |
15660 N. Dallas Pkwy., Suite 910 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/wesley-pingelton-cfa-cfp-2845a51b/ |
|
2.012 |
$68 million |
|
https://www.linkedin.com/company/fullcircle-wealth/ |
https://www.fullcircle-wealth.com/ |
Based in Dallas, Texas, FullCircle Wealth is an employee-owned, State of Texas-Registered Investment Advisor (RIA). The firm provides the highest level of conflict-free investment consulting services, wealth management and financial planning. FullCircle Wealth takes the rare view that each client is unique and, therefore, has distinct financial goals. The firm spends the time necessary to customize its proposed solutions in order to pursue each client’s goals with intelligence and rigor. |
|
| Fullerton Financial Planning |
Stephanie |
Fullerton |
President & Co-Founder, Investment Advisor Representative |
(623) 974-0300 |
WM |
stephanief@fullertonfp.com |
info@fullertonfp.com |
14155 N. 83rd Ave., Suite 144 |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-fullerton-67332375/ |
|
2.005 |
|
|
https://www.linkedin.com/company/fullerton-financial-planning/ |
https://fullertonfp.com/ |
Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients' most important financial relationship. |
|
| Fullerton Financial Planning |
Scott |
Preble |
CCO and Investment Advisor Representative |
(623) 974-0300 |
WM |
scottp@fullertonfp.com |
info@fullertonfp.com |
14155 N. 83rd Ave., Suite 144 |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/scott-preble-bb177864/ |
|
2.005 |
|
|
https://www.linkedin.com/company/fullerton-financial-planning/ |
https://fullertonfp.com/ |
Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients' most important financial relationship. |
|
| Fullerton Financial Planning |
Connie |
Whetstine |
Licensed Associate & Assistant |
(623) 974-0300 |
WM |
conniew@fullertonfp.com |
info@fullertonfp.com |
14155 N. 83rd Ave., Suite 144 |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/connie-whetstine-12436891/ |
|
2.005 |
|
|
https://www.linkedin.com/company/fullerton-financial-planning/ |
https://fullertonfp.com/ |
Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients' most important financial relationship. |
|
| Fulton Financial Advisors |
David |
Hanson |
CEO |
(866) 332-8393 |
WM |
dahanson@fult.com |
|
1 Penn Square, P.O. Box 7989 |
Lancaster |
PA |
17604 |
United States of America |
North America |
https://www.linkedin.com/in/dave-hanson-b613662/ |
|
|
|
|
|
http://www.fultonfinancialadvisors.com |
Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. |
|
| Fulton Financial Advisors |
Keith |
Aleardi |
President and Chief Investment Officer |
(717) 834-8473 |
WM |
KAleardi@fult.com |
|
1 Penn Square, P.O. Box 7989 |
Lancaster |
PA |
17604 |
United States of America |
North America |
https://www.linkedin.com/in/keith-aleardi-cfa-b242779/ |
|
|
|
|
|
http://www.fultonfinancialadvisors.com |
Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. |
|
| Fulton Financial Advisors |
Michael |
George |
President of Fulton Financial Advisors - Brokerage Division |
(866) 332-8393 |
WM |
MGeorge@fultonfinancialadvisors.com |
|
1 Penn Square, P.O. Box 7989 |
Lancaster |
PA |
17604 |
United States of America |
North America |
https://www.linkedin.com/in/mike-george-b6931519/ |
|
|
|
|
|
http://www.fultonfinancialadvisors.com |
Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. |
|
| Fulton Financial Advisors |
Brian |
Peachey |
SVP, Director of Institutional Services |
(866) 332-8393 |
WM |
BPeachey@fult.com |
|
1 Penn Square, P.O. Box 7989 |
Lancaster |
PA |
17604 |
United States of America |
North America |
|
|
|
|
|
|
http://www.fultonfinancialadvisors.com |
Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. |
|
| G Capital Partners Pte. Ltd. |
Sujit |
Hazra |
Chief Executive Officer & Founder |
65 6535 0271 / 6535 0272 |
WM |
sujit@g-capitalpartners.com |
|
133 New Bridge Road, Chinatown Point #20-05 |
Singapore |
|
059413 |
Singapore |
Asia |
https://www.linkedin.com/in/sujit-hazra-51b4654a/ |
Private Equity, Family Office |
|
|
|
|
http://g-capitalpartners.com/ |
G Capital Partners is a boutique provider of wealth management, private banking and asset management advisory services to Ultra HNW clients, with a holistic approach. Based in Singapore, the financial hub of Asia and a preferred location for private banking and wealth management due to its business and wealth-friendly tax environment. Wealth management is our main business. Our aim is to protect and grow your assets. We achieve this aim by basing on a policy of managing risks and making sound investment choices. We operate in an open architecture platform. We provide objective and impartial advice on financial markets to our clients. To best meet your needs, our team strives to offer solutions crafted with your input and designed to keep pace as your family and assets grow and change. |
|
| G&G Wealth |
Erica |
Gargol |
Partner - Wealth Advisor |
(480) 719-7469 |
WM |
egargol@stratoswp.com |
G&GWealth@stratoswp.com |
6929 East Greenway Parkway, Suite 180 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/ericagargol/ |
Stocks, Bonds, ETFs, Mutual Funds |
|
|
|
|
https://www.gandgwealth.com/ |
G&G Wealth is an experienced team, founded by women, who strive to provide tailored, expert advice on all aspects of wealth management for a select group of individuals, families, and businesses both locally and around the country. Our mission and passion is to become a trusted partner to our clients while guiding them through all stages of their financial lives. |
|
| G&G Wealth |
Kerina |
Graham |
Partner - Wealth Advisor |
(480) 719-2057 |
WM |
kgraham@stratoswp.com |
G&GWealth@stratoswp.com |
6929 East Greenway Parkway, Suite 180 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/kerinamgraham/ |
Stocks, Bonds, ETFs, Mutual Funds |
|
|
|
|
https://www.gandgwealth.com/ |
G&G Wealth is an experienced team, founded by women, who strive to provide tailored, expert advice on all aspects of wealth management for a select group of individuals, families, and businesses both locally and around the country. Our mission and passion is to become a trusted partner to our clients while guiding them through all stages of their financial lives. |
|
| G&G Wealth |
Shelby |
Baranski |
Director of Marketing |
(480) 719-2057 |
WM |
sbaranski@stratoswp.com |
G&GWealth@stratoswp.com |
6929 East Greenway Parkway, Suite 180 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/shelby-baranski-85a896156/ |
Stocks, Bonds, ETFs, Mutual Funds |
|
|
|
|
https://www.gandgwealth.com/ |
G&G Wealth is an experienced team, founded by women, who strive to provide tailored, expert advice on all aspects of wealth management for a select group of individuals, families, and businesses both locally and around the country. Our mission and passion is to become a trusted partner to our clients while guiding them through all stages of their financial lives. |
|
| G&G Wealth |
Jessica |
Borum |
Client Relationship Manager |
(480) 719-2003 |
WM |
jborum@stratoswp.com |
G&GWealth@stratoswp.com |
6929 East Greenway Parkway, Suite 180 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-borum-312a20161/ |
Stocks, Bonds, ETFs, Mutual Funds |
|
|
|
|
https://www.gandgwealth.com/ |
G&G Wealth is an experienced team, founded by women, who strive to provide tailored, expert advice on all aspects of wealth management for a select group of individuals, families, and businesses both locally and around the country. Our mission and passion is to become a trusted partner to our clients while guiding them through all stages of their financial lives. |
|
| Galibier Capital Management Ltd. |
Graham |
Anderson |
CFO |
(416) 867-1234 ext 223 |
WM |
grahamanderson@galibiercapital.com |
galibier@galibiercapital.com |
80 Richmond St West Suite 801 |
Toronto |
ON |
M5G 2A4 |
Canada |
North America |
https://www.linkedin.com/in/grahamanderson1/ |
|
2.012 |
$0.7 billion |
|
https://www.linkedin.com/company/galibier-capital-management-ltd-/ |
http://galibiercapital.com |
Galibier Capital Management Ltd is an investment management company that is focused on the institutional client market. The team at Galibier Capital Management has many years of experience at some of the largest institutional and retail investment firms in Canada. Galibier is located in Toronto, Canada. |
|
| Galileo Investment Management, LLC |
Oscar |
Alerhand |
Founding Partner & CEO |
(212) 308-2891 |
WM |
oscar.alerhand@galileoinvestment.com |
|
1776 Broadway Suite 2002 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/oscar-alerhand-36856a5/ |
Alternative Investments with a focus on Hedge Funds |
2.005 |
$100M |
|
|
http://www.galileoinvestment.com/ |
Galileo Investment Management, a Multi-Family Office based in New York and the investment advisor of Galileo Total Return Fund. |
|
| Gallacher Capital Management LLC |
Kevin |
Gallacher |
Founder - Managing Partner |
(303) 708-1640 |
WM |
kevin@gallachercapital.com |
|
1830 S Alma School Rd #114 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-gallacher-33569111/ |
|
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER provides access to personalized investment strategies that incorporate a value-oriented approach with a focus on protecting investor capital through various market environments. Applying the expertise of investment specialists, GALLACHER combines fundamental, quantitative and technical factors to build portfolios designed to capitalize on market inefficiencies. Proprietary investments and alternatives made available through GALLACHER EQUITY MANAGEMENT, LLC. Coordination of investment services and financial planning (retirement, business and estate) available through GALLACHER CAPITAL MANAGEMENT, LLC. |
|
| Gallacher Capital Management LLC |
Jordan |
Gallacher |
Partner |
(303) 708-1640 |
WM |
jordan@gallachercapital.com |
|
1830 S Alma School Rd #114 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/jordan-gallacher-4095619b/ |
|
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER provides access to personalized investment strategies that incorporate a value-oriented approach with a focus on protecting investor capital through various market environments. Applying the expertise of investment specialists, GALLACHER combines fundamental, quantitative and technical factors to build portfolios designed to capitalize on market inefficiencies. Proprietary investments and alternatives made available through GALLACHER EQUITY MANAGEMENT, LLC. Coordination of investment services and financial planning (retirement, business and estate) available through GALLACHER CAPITAL MANAGEMENT, LLC. |
|
| Gallacher Capital Management LLC |
John |
Gillespie |
Partner |
(303) 708-1640 |
WM |
john@gallachercapital.com |
|
1830 S Alma School Rd #114 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/john-gillespie-7820482/ |
|
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER provides access to personalized investment strategies that incorporate a value-oriented approach with a focus on protecting investor capital through various market environments. Applying the expertise of investment specialists, GALLACHER combines fundamental, quantitative and technical factors to build portfolios designed to capitalize on market inefficiencies. Proprietary investments and alternatives made available through GALLACHER EQUITY MANAGEMENT, LLC. Coordination of investment services and financial planning (retirement, business and estate) available through GALLACHER CAPITAL MANAGEMENT, LLC. |
|
| Gallacher Capital Management LLC |
Jessica |
Taylor |
Director of Compliance/Operations |
(303) 708-1640 |
WM |
jessica@gallachercapital.com |
|
1830 S Alma School Rd #114 |
Mesa |
AZ |
85210 |
United States of America |
North America |
https://www.linkedin.com/in/jessicaltaylor1/ |
|
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER provides access to personalized investment strategies that incorporate a value-oriented approach with a focus on protecting investor capital through various market environments. Applying the expertise of investment specialists, GALLACHER combines fundamental, quantitative and technical factors to build portfolios designed to capitalize on market inefficiencies. Proprietary investments and alternatives made available through GALLACHER EQUITY MANAGEMENT, LLC. Coordination of investment services and financial planning (retirement, business and estate) available through GALLACHER CAPITAL MANAGEMENT, LLC. |
|
| Gallatin Wealth Management LLC |
Laurent |
Roux |
Founder and CEO |
(307) 200-4343 |
WM |
lroux@gallatinwealthmgnt.com |
info@gallatinwealthmgnt.com |
P.O. Box 2680 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/laurent-roux-0b5aa010/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.005 |
$14M |
|
|
https://www.gallatinwealthmgnt.com/ |
Gallatin Wealth Management is an independent wealth management and multi-family office services firm based in Jackson Hole, Wyoming. |
Office Address:
3415 N PInes Way, Suite 101
Jackson, Wyoming 83001 |
| Galvin, Gaustad & Stein, LLC |
Stephen |
Galvin |
Principal |
(480) 776-1445 |
WM |
SGalvin@GGSAdvisors.com |
service@GGSAdvisors.com |
7377 East Doubletree Ranch Road., Suite 250 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-gaustad-9032175/ |
|
2.008 |
|
|
|
https://ggsadvisors.com/ |
Formed by its members as a Registered Investment Advisory Firm, Galvin, Gaustad & Stein, LLC provides personalized asset management, wealth management, and financial planning services for its clients. At GGS, we believe that your investment portfolio should reflect who you are. We create custom portfolios for every client, working closely with you to ensure your personal beliefs, ideals, and goals are represented within a professionally-designed, diversified portfolio. |
|
| Galvin, Gaustad & Stein, LLC |
Robert |
Krenn |
Chief Investment Officer |
(480) 776-1445 |
WM |
rkrenn@GGSAdvisors.com |
service@GGSAdvisors.com |
7377 East Doubletree Ranch Road., Suite 250 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/bobkrenn/ |
|
2.008 |
|
|
|
https://ggsadvisors.com/ |
Formed by its members as a Registered Investment Advisory Firm, Galvin, Gaustad & Stein, LLC provides personalized asset management, wealth management, and financial planning services for its clients. At GGS, we believe that your investment portfolio should reflect who you are. We create custom portfolios for every client, working closely with you to ensure your personal beliefs, ideals, and goals are represented within a professionally-designed, diversified portfolio. |
|
| Gara Wealth Management LLC |
Joseph |
Garagozzo |
Owner |
(856) 547-5880 |
WM |
garafinancialinc@verizon.net |
garafinancialinc@verizon.net |
223 South White Horse Pike |
Audubon |
NJ |
08106 |
United States of America |
North America |
https://www.linkedin.com/in/joe-garagozzo-83aba423/ |
|
2.000 |
|
|
https://www.linkedin.com/in/gara-wealth-management-llc-a2986354/ |
https://www.garawealthmanagement.com/ |
At Gara Wealth Management, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success. Working together, we’ll develop a financial plan to guide your decisions to reach your desired destinations, both short-term and long-term. Our professional and insightful guidance will ensure that you are well informed and confident of your financial plans, no matter where you are in your life journey. |
|
| Gardens Wealth Management |
Michael |
Cowan |
Managing Principal |
(561) 472-8478 |
WM |
m.cowan@wfafinet.com |
l.cowan@wfafinet.com |
4440 PGA Blvd Suite 201 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/gardens-wealth-management/ |
Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of Gardens Wealth Management have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs. |
|
| Gardens Wealth Management |
Lynne |
Cross |
Financial Advisor |
(561) 935-4285 |
WM |
lynne.cross@gardenswm.com |
l.cowan@wfafinet.com |
4440 PGA Blvd Suite 201 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/gardens-wealth-management/ |
Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of Gardens Wealth Management have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs. |
|
| Gardens Wealth Management |
David |
Crum |
Senior Financial Advisor |
(561) 472-8478 |
WM |
david.crum@wfafinet.com |
l.cowan@wfafinet.com |
4440 PGA Blvd Suite 201 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/gardens-wealth-management/ |
Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of Gardens Wealth Management have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs. |
|
| Gardens Wealth Management |
Christopher |
McDermott |
Financial Advisor |
(561) 283-4531 |
WM |
chris@gardenswm.com |
l.cowan@wfafinet.com |
4440 PGA Blvd Suite 201 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/gardens-wealth-management/ |
Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of Gardens Wealth Management have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs. |
|
| Gardens Wealth Management |
Mary-Lee |
Widder |
Financial Advisor |
(561) 472-8478 |
WM |
marylee.widder@wfafinet.com |
l.cowan@wfafinet.com |
4440 PGA Blvd Suite 201 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/gardens-wealth-management/ |
Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of Gardens Wealth Management have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs. |
|
| Gardens Wealth Management |
Scott |
Wilson |
Senior Financial Advisor |
(561) 472-8478 |
WM |
scott.wilson@wfafinet.com |
l.cowan@wfafinet.com |
4440 PGA Blvd Suite 201 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://fa.wellsfargoadvisors.com/gardens-wealth-management/ |
Our comprehensive, Private Family Office approach to managing wealth provides distinctive, caring and personalized attention. They say a rising tide lifts all boats. Yet, when the waters recede guidance is even more important. In navigating the complexities of the financial markets, the members of Gardens Wealth Management have the experience and dedication to help guide our clients in their efforts to grow, preserve and transfer wealth. We develop tailored strategies that align with their financial goals and values while also anticipating their changing individual and family needs. |
|
| Garnet Group LLC |
Veena |
Kutler |
Principal |
(301) 564-3000 |
WM |
veena@garnetgroup.com |
info@garnetgroup.com |
6701 Democracy Boulevard, Suite 300 |
Bethesda |
MD |
20817 |
United States of America |
North America |
https://www.linkedin.com/in/veena-kutler-91879246/ |
|
1.992 |
$110M |
|
|
https://garnetgroup.com/ |
Garnet Group, a group of experienced, dedicated wealth advisors located in Bethesda, Maryland and Chicago, Illinois. We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, or money managers; the only compensation we receive is from our clients. We offer objective advice based solely on the goals, needs and risk tolerance of our clients.
As fiduciaries of the public trust we are required by law to place our clients’ interests ahead of our own and to disclose any conflicts of interest. We would never choose any other way. |
|
| Gatens Financial, LLC |
Nancy |
Gatens |
CEO & Principal |
(855) 695-4877 |
WM |
nancy@gatensfinancial.com |
info@gatensfinancial.com |
8106 San Fernando Way, Suite 200 |
Dallas |
TX |
75218 |
United States of America |
North America |
https://www.linkedin.com/in/nancy-m-gatens-cfp®-3879b53/ |
Cash Flow Analysis (income vs. expenses), Balance Sheet, Insurance Needs and Risk Management, Investments, Tax Planning, College Planning, Retirement/Financial Independence, Social Security and Medicare Planning, Estate Planning and Gifting/Wealth Transfer Strategies, Philanthropy, Financial Coaching |
|
|
|
https://www.linkedin.com/company/gatensfinancial/ |
https://www.gatensfinancial.com/ |
gatensfinancial is an independent, fee-only wealth management firm based in Dallas, Texas. We provide financial advisory services to high net worth individuals, families and institutions nationwide. Our investment process is paired with comprehensive financial planning in order to achieve better outcomes. Our commitment to integrity, excellent communication, and client education drives deep client relationships and results. |
|
| Gatens Financial, LLC |
Joseph |
Mehringer |
Principal |
(855) 695-4877 |
WM |
joe@gatensfinancial.com |
info@gatensfinancial.com |
8106 San Fernando Way, Suite 200 |
Dallas |
TX |
75218 |
United States of America |
North America |
https://www.linkedin.com/in/joe-mehringer-0314473/ |
Cash Flow Analysis (income vs. expenses), Balance Sheet, Insurance Needs and Risk Management, Investments, Tax Planning, College Planning, Retirement/Financial Independence, Social Security and Medicare Planning, Estate Planning and Gifting/Wealth Transfer Strategies, Philanthropy, Financial Coaching |
|
|
|
https://www.linkedin.com/company/gatensfinancial/ |
https://www.gatensfinancial.com/ |
gatensfinancial is an independent, fee-only wealth management firm based in Dallas, Texas. We provide financial advisory services to high net worth individuals, families and institutions nationwide. Our investment process is paired with comprehensive financial planning in order to achieve better outcomes. Our commitment to integrity, excellent communication, and client education drives deep client relationships and results. |
|
| Gator Capital Management |
Derek |
Pilecki |
Managing Member and Portfolio Manager |
(813) 381-5376 |
WM |
derek.pilecki@gatorcapital.com |
Info@GatorCapital.com |
100 S. Ashley Dr., Suite 895 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/derekpilecki/ |
|
2.008 |
|
|
https://www.linkedin.com/company/gator-capital-management/ |
https://gatorcapital.com/ |
Gator Capital Management is a boutique investment management firm dedicated to the professional management of focused, high-quality investment portfolios for high-net worth individuals and institutions. |
|
| Gator Capital Management |
Erik |
Anderson |
CFO |
(813) 381-5394 |
WM |
erik.anderson@gatorcapital.com |
Info@GatorCapital.com |
100 S. Ashley Dr., Suite 895 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/erik-anderson-5b2b905/ |
|
2.008 |
|
|
https://www.linkedin.com/company/gator-capital-management/ |
https://gatorcapital.com/ |
Gator Capital Management is a boutique investment management firm dedicated to the professional management of focused, high-quality investment portfolios for high-net worth individuals and institutions. |
|
| Gavazza Wealth Management |
Joe |
Gavazza |
Financial Advisor |
(877) 428-2992 |
WM |
joe@gavazza.com |
|
One Market Street Spear Towe, 36th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/joe-gavazza-70a4932/ |
|
|
|
|
|
https://www.gavazza.com/ |
At Gavazza Wealth Management we are listeners, questioners, and collaborative problem-solvers. We are passionate advocates for building and preserving your wealth. We are smart, experienced, and polished. We are advisors who get things done.
Our clients are individuals, families, and small businesses. All of which are served through a comprehensive wealth management process.
Wealth Management is a consultative process of understanding and meeting the needs of each client by listening to the client and providing the appropriate financial services. |
|
| Gaylord Wealth Management, LLC |
Peter |
Gaylord |
CEO, Chief Compliance Officer & Chief Investment Officer |
(415) 971-7529 |
WM |
pgaylord@gaylordwealth.com |
|
535 Mission Street, 14th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/petergaylord/ |
|
|
|
|
|
http://gaylordwealth.com/ |
Gaylord Wealth Management is a California Registered Investment Advisor servicing clients throughout the state. Gaylord Wealth Management can help you reach your goals while navigating today’s volatile markets and guiding you to avoid the common pitfalls and mistakes common to self-directed investors. My firm specializes in financial planning and personal asset management. My focus is to create the right investment and savings plan so your financial goals are met and your future is secure. |
|
| GC Wealth Management |
Joe |
Gallagher |
Financial Advisor |
Office: (407) 347-2902, Mobile: (407) 463-5240 |
WM |
Joe@gcwmadvisors.com |
|
1180 Spring Centre S Blvd., Suite 202 |
Altamonte Springs |
FL |
32714 |
United States of America |
North America |
https://www.linkedin.com/in/joe-gallagher-8a215b15/ |
|
|
|
|
https://www.linkedin.com/company/gc-wealth-management/ |
http://www.gcwmadvisors.com/ |
GC Wealth Management is an independent financial services firm offering tailored financial solutions to clients’ unique financial concerns. GC Wealth Management offers a variety of products and services from many of the most respected companies in the financial services industry. As independent financial professionals, we have no bias towards any company, product or service. We have worked with individuals, business owners, and medical practitioners for over 18 years creating customized and comprehensive plans which make sure goals and objectives are being met. |
|
| GC Wealth Management |
Ron |
Christopher |
Managing Partner |
Office: (407) 378-6964, Mobile: (407) 947-7396 |
WM |
Ron@gcwmadvisors.com |
|
1180 Spring Centre S Blvd., Suite 202 |
Altamonte Springs |
FL |
32714 |
United States of America |
North America |
https://www.linkedin.com/in/ron-christopher-cfp-®-44088288/ |
|
|
|
|
https://www.linkedin.com/company/gc-wealth-management/ |
http://www.gcwmadvisors.com/ |
GC Wealth Management is an independent financial services firm offering tailored financial solutions to clients’ unique financial concerns. GC Wealth Management offers a variety of products and services from many of the most respected companies in the financial services industry. As independent financial professionals, we have no bias towards any company, product or service. We have worked with individuals, business owners, and medical practitioners for over 18 years creating customized and comprehensive plans which make sure goals and objectives are being met. |
|
| GDM Advisory Group, Ltd. |
Glenn |
Meyer |
President |
(215) 886-5800 |
WM |
glenn@gdmplan.com |
glenn@gdmplan.com |
505 North Highway 169, Suite 900 |
Plymouth |
PA |
55441 |
United States of America |
North America |
https://www.linkedin.com/in/glenn-meyer-118a67/ |
|
|
$436M |
|
|
http://gdmplan.com/ |
GDM Advisory Group has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area. Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients.
Our team here in Fort Washington isn’t going anywhere. By partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams. |
|
| GEA Capital |
Franklin |
Christophers |
Managing Director |
(786) 605-0730 |
WM |
fchristophers@geacap.com |
info@geacap.com |
Four Seasons Office Tower 1441 Brickell Avenue
Suite 1210 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/franklin-christophers-38057983/ |
|
|
|
|
|
http://geacap.com/ |
GEA Capital is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk. |
|
| Geller & Company |
Diane |
Gubelli |
Partner |
(212) 583-6000 |
WM |
dgubelli@gellerco.com |
inquiry@gellerco.com |
909 3rd Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/diane-gubelli-270088b1/ |
Real Estate, Aviation |
1.984 |
|
|
https://www.linkedin.com/company/geller-&-company/ |
https://www.gellerco.com/ |
Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations who rely on the firm for independent and cross-disciplinary advice. Founded in 1984 by Martin Geller, the firm now employs more than 500 professionals. |
|
| Geller & Company |
Steven |
Goldberg |
Partner & Managing Director |
(212) 583-6000 |
WM |
sgoldberg@gellerco.com |
inquiry@gellerco.com |
909 3rd Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/steven-goldberg-165a837/ |
Real Estate, Aviation |
1.984 |
|
Leandra Davies, Executive Assistant, (646) 415-6327, lbrixey@gellerco.com, https://www.linkedin.com/in/leandra-davies-790060139/ |
https://www.linkedin.com/company/geller-&-company/ |
https://www.gellerco.com/ |
Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations who rely on the firm for independent and cross-disciplinary advice. Founded in 1984 by Martin Geller, the firm now employs more than 500 professionals. |
|
| Geller & Company |
Hayden |
Horowitz |
Partner & COO |
(212) 583-6000 |
WM |
hhorowitz@gellerco.com |
inquiry@gellerco.com |
909 3rd Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/hayden-horowitz-245aba96/ |
Real Estate, Aviation |
1.984 |
|
|
https://www.linkedin.com/company/geller-&-company/ |
https://www.gellerco.com/ |
Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations who rely on the firm for independent and cross-disciplinary advice. Founded in 1984 by Martin Geller, the firm now employs more than 500 professionals. |
|
| Geller & Company |
Michael |
Barton |
CFO |
(212) 583-6000 |
WM |
mbarton@gellerco.com |
inquiry@gellerco.com |
909 3rd Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/mgbarton/ |
Real Estate, Aviation |
1.984 |
|
|
https://www.linkedin.com/company/geller-&-company/ |
https://www.gellerco.com/ |
Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations who rely on the firm for independent and cross-disciplinary advice. Founded in 1984 by Martin Geller, the firm now employs more than 500 professionals. |
|
| Generation Alfa SA |
Mirko |
Visco |
Managing Director |
41 225 950 300 |
WM |
m.visco@generation-alfa.ch |
|
Rue de Jargonnant n 2 |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/mirko-visco-4418b315/ |
|
|
$6.7B |
|
|
http://generation-alfa.ch/ |
Generation Alfa S.A. is a boutique Wealth Management and corporate advisory firm offering its services to a global client base. |
|
| Generational Wealth Advisors |
Bob |
Lamse |
President & Partner |
(877) 213-1792 |
WM |
blamse@generationalwealthadv.com |
info@generationalwealthadv.com |
3400 N. Central Expressway, Suite 100 |
Richardson |
TX |
75080 |
United States of America |
North America |
https://www.linkedin.com/in/bob-lamse-5274b12/ |
|
|
$172M |
|
https://www.linkedin.com/company/generational-wealth-advisors/ |
https://www.generationalwealthadv.com/ |
Generational Wealth Advisors is an award-winning wealth management firm. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a Registered Investment Advisor we are, by definition a fiduciary and we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives. |
|
| Generational Wealth Advisors |
Stephen |
Hart |
Vice President, Planning & Investments |
Direct: (972) 378-1795 |
WM |
stephen.hart87@gmail.com |
info@generationalwealthadv.com |
3400 N. Central Expressway, Suite 100 |
Richardson |
TX |
75080 |
United States of America |
North America |
https://www.linkedin.com/in/stephenthart/ |
|
|
$172M |
|
https://www.linkedin.com/company/generational-wealth-advisors/ |
https://www.generationalwealthadv.com/ |
Generational Wealth Advisors is an award-winning wealth management firm. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a Registered Investment Advisor we are, by definition a fiduciary and we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives. |
|
| Generational Wealth Advisors |
Bryce |
Gray |
COO |
(972) 232-1100 |
WM |
bgray@generational.com |
media@generational.com |
3400 N. Central Expressway Suite 100 |
Richardson |
TX |
75080 |
United States of America |
North America |
https://www.linkedin.com/in/bryce-gray-6310378/ |
|
|
|
|
https://www.linkedin.com/company/generational-wealth-advisors/ |
https://www.generationalwealthadv.com/ |
Generational Wealth Advisors is an award-winning wealth management firm. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives. |
|
| Generational Wealth Advisors |
Heath |
Flock |
SVP, Alternative Investments |
(972) 232-1110 |
WM |
hflock@generational.com |
media@generational.com |
3400 N. Central Expressway Suite 100 |
Richardson |
TX |
75080 |
United States of America |
North America |
https://www.linkedin.com/in/heath-a-flock-aa3b1b3/ |
|
|
|
|
https://www.linkedin.com/company/generational-wealth-advisors/ |
https://www.generationalwealthadv.com/ |
Generational Wealth Advisors is an award-winning wealth management firm. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives. |
|
| Genesis Wealth Management Inc. |
Mario |
Yngerto |
Principal |
(786) 393-6960 |
WM |
myngerto@genesiswealth.org |
|
2525 Ponce De Leon Blvd., Suite 300 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/mario-yngerto-cpwa®-cfp®-chfc-4a349127/ |
|
|
$27 million |
|
|
https://www.genesiswealthmanagement.com |
Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency. |
|
| Genesis Wealth Management Inc. |
John |
Shea |
Financial Advisor |
(954)-647-9849 |
WM |
jshea@genesiswealth.org |
|
2525 Ponce De Leon Blvd., Suite 300 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
|
$27 million |
|
|
https://www.genesiswealthmanagement.com |
Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency. |
|
| Geneva Wealth Capital Management SA |
Leonard |
Cathan |
Managing Director |
41 227 325 212 |
WM |
leonard.cathan@gwcm.ch |
mail@gwcm.ch |
15, Boulevard Helvétique |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/leonard-cathan-3a35397/ |
|
2.008 |
|
|
https://www.linkedin.com/company/geneva-wealth-capital-management-sa/about/ |
http://www.gwcm.ch/ |
At Geneva Wealth Capital Management, we have experience of acting for wealthy families and their professional advisors with a view to ensuring the continuance of their wealth and security whilst at the same time ensuring that their individual and collective hopes and aspirations are met. GWCM can provide and operate private trust companies either as a stand alone solution or as part of a family office, for the benefit of clients who wish to have trustee services provided through a bespoke structure. |
|
| Geneva Wealth Capital Management SA |
Sonia |
Monteiro Dias |
Corporate Administrator |
41 227 325 212 |
WM |
|
mail@gwcm.ch |
15, Boulevard Helvétique |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/sonia-monteiro-dias-985415163/ |
|
2.008 |
|
|
https://www.linkedin.com/company/geneva-wealth-capital-management-sa/about/ |
http://www.gwcm.ch/ |
At Geneva Wealth Capital Management, we have experience of acting for wealthy families and their professional advisors with a view to ensuring the continuance of their wealth and security whilst at the same time ensuring that their individual and collective hopes and aspirations are met. GWCM can provide and operate private trust companies either as a stand alone solution or as part of a family office, for the benefit of clients who wish to have trustee services provided through a bespoke structure. |
|
| Genova Private Management Inc. |
Alan |
Dewling |
Managing Director |
(416) 342-5641 |
WM |
ADewling@genovaprivate.com |
cbenic@genovaprivate.com |
90 Adelaide St West Suite 800 |
Toronto |
ON |
M5H 3V9 |
Canada |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/genova-private-management-inc./ |
https://www.genovaprivate.com |
Genova Private Management is an independent personal financial management firm.
We provide integrated planning, reporting, tax and portfolio management services to affluent Canadians and their families. |
|
| Genova Private Management Inc. |
Jennifer L |
Dewling |
Managing Director |
(416) 342-5642 |
WM |
JDewling@genovaprivate.com |
cbenic@genovaprivate.com |
90 Adelaide St West Suite 800 |
Toronto |
ON |
M5H 3V9 |
Canada |
North America |
https://www.linkedin.com/in/jennifer-l-dewling-13a7558/ |
|
2.006 |
|
|
https://www.linkedin.com/company/genova-private-management-inc./ |
https://www.genovaprivate.com |
Genova Private Management is an independent personal financial management firm.
We provide integrated planning, reporting, tax and portfolio management services to affluent Canadians and their families. |
|
| Genova Private Management Inc. |
Jennifer A |
Dewling |
Principal |
(416) 361-2807 |
WM |
jennifer.dewling@genovaprivate.com |
cbenic@genovaprivate.com |
90 Adelaide St West Suite 800 |
Toronto |
ON |
M5H 3V9 |
Canada |
North America |
https://www.linkedin.com/in/jennifer-a-dewling-cim-cfp-78713933/ |
|
2.006 |
|
|
https://www.linkedin.com/company/genova-private-management-inc./ |
https://www.genovaprivate.com |
Genova Private Management is an independent personal financial management firm.
We provide integrated planning, reporting, tax and portfolio management services to affluent Canadians and their families. |
|
| Genovese Burford & Brothers |
Kelly |
Brothers |
Partner |
(916) 924-7527 |
WM |
kelly@gbbwealth.com |
info@gbbwealth.com |
1515 Response Road |
Sacramento |
CA |
95815 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-brothers-cfp®-mba-74859013/ |
|
1.987 |
$2 billion |
|
https://www.linkedin.com/company/genovese-burford-&-brothers/ |
http://www.gbbwealth.com/ |
Genovese Burford & Brothers is an independent wealth and retirement plan management firm with over $2.9 billion under management*. Whether you're an individual, family, foundation, retirement plan, or institution, we help you reach your objectives through independent advice and disciplined strategies. Working side-by-side with you, we define realistic goals and build portfolios designed to yield results and meet your expectations. |
|
| Genspring Family Offices, LLC |
Jim |
Brennan |
Managing Director |
(561) 746-8444 |
WM |
jim.brennan@genspring.com |
managersforreview@genspring.com |
150 South US Highway 1 |
Juniper |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/jim-brennan-68316625/ |
|
|
|
|
|
https://www.suntrust.com/genspring |
GenSpring exclusively serves clients of SunTrust Private Wealth Management. Over 30 years, our work has set the standard for helping families effectively manage their wealth while creating a positive impact on those who benefit from it. Through a collaborative community of individuals, families and committed professionals we are focused on growing wealth in support of the family’s enduring values. |
|
| Genspring Family Offices, LLC |
Ernest |
Dawal Jr |
Chief Investment Officer |
(561) 746-8444 |
WM |
ernest.dawal@genspring.com |
managersforreview@genspring.com |
150 South US Highway 1 |
Juniper |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/ernest-dawal-cfa-ab149318/ |
|
|
|
|
|
https://www.suntrust.com/genspring |
GenSpring exclusively serves clients of SunTrust Private Wealth Management. Over 30 years, our work has set the standard for helping families effectively manage their wealth while creating a positive impact on those who benefit from it. Through a collaborative community of individuals, families and committed professionals we are focused on growing wealth in support of the family’s enduring values. |
|
| GenTrust, LLC |
Jim |
Besaw |
Founding Principal |
(305) 677-6688 |
WM |
jim@gentrustwm.com |
info@gentrustwm.com |
1450 Brickell Avenue Suite 3050 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/jim-besaw-0a459314/ |
|
2.011 |
$1 billion |
|
https://www.linkedin.com/company/gentrust-llc/ |
https://gentrustwm.com |
GenTrust is an investment management firm that provides sophisticated investment solutions to ultra high net worth individuals, families and institutions. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. |
|
| GenTrust, LLC |
George |
Perez |
Founding Principal |
(305) 677-6688 |
WM |
george@gentrustwm.com |
info@gentrustwm.com |
1450 Brickell Avenue Suite 3050 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/george-l-perez-29057b4b/ |
|
2.011 |
$1 billion |
|
https://www.linkedin.com/company/gentrust-llc/ |
https://gentrustwm.com |
GenTrust is an investment management firm that provides sophisticated investment solutions to ultra high net worth individuals, families and institutions. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. |
|
| GenTrust, LLC |
Gui |
Socarras |
Founding Principal |
(305) 677-6688 |
WM |
gui@gentrustwm.com |
info@gentrustwm.com |
1450 Brickell Avenue Suite 3050 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/gui-socarras-07a46448/ |
|
2.011 |
$1 billion |
|
https://www.linkedin.com/company/gentrust-llc/ |
https://gentrustwm.com |
GenTrust is an investment management firm that provides sophisticated investment solutions to ultra high net worth individuals, families and institutions. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. |
|
| GenTrust, LLC |
Eli |
Cohen |
Principal |
(305) 677-6688 |
WM |
eli@gentrustwm.com |
info@gentrustwm.com |
1450 Brickell Avenue Suite 3050 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/eli-cohen-3aa241/ |
|
2.011 |
$1 billion |
|
https://www.linkedin.com/company/gentrust-llc/ |
https://gentrustwm.com |
GenTrust is an investment management firm that provides sophisticated investment solutions to ultra high net worth individuals, families and institutions. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. |
|
| GenTrust, LLC |
Hugh |
Nickola |
Principal |
(305) 677-6688 |
WM |
hugh@gentrustwm.com |
info@gentrustwm.com |
1450 Brickell Avenue Suite 3050 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/hugh-nickola-50328420/ |
|
2.011 |
$1 billion |
|
https://www.linkedin.com/company/gentrust-llc/ |
https://gentrustwm.com |
GenTrust is an investment management firm that provides sophisticated investment solutions to ultra high net worth individuals, families and institutions. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. |
|
| Gentry Wealth Management |
Christopher |
Bowman |
Founding Member |
(480) 503-8007 |
WM |
cbowman@gentrywm.com |
info@gentrywm.com |
7154 East Stetson Drive, Suite 210 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/gentry-wealth-management/ |
http://www.gentrywealthmanagement.com/ |
Gentry is a full-service wealth management firm offering investment programs, tax and estate planning, retirement planning and the handling of the many intricacies that financial management requires. |
|
| Gentry Wealth Management |
Erica |
LeBlang |
CCO |
(480) 503-8007 |
WM |
eleblang@gentrywm.com |
info@gentrywm.com |
7154 East Stetson Drive, Suite 210 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/erica-leblang-b35771104/ |
|
2.005 |
|
|
https://www.linkedin.com/company/gentry-wealth-management/ |
http://www.gentrywealthmanagement.com/ |
Gentry is a full-service wealth management firm offering investment programs, tax and estate planning, retirement planning and the handling of the many intricacies that financial management requires. |
|
| Gentry Wealth Management |
Christopher |
Joswick |
VP Advisor Services |
(480) 503-8007 |
WM |
cjoswick@gentrywm.com |
info@gentrywm.com |
7154 East Stetson Drive, Suite 210 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/gentry-wealth-management/ |
http://www.gentrywealthmanagement.com/ |
Gentry is a full-service wealth management firm offering investment programs, tax and estate planning, retirement planning and the handling of the many intricacies that financial management requires. |
|
| Genus Capital investment |
Wayne |
Wachell |
CEO & Chief Investment Officer (Founding Partner) |
(604) 683-4554 |
WM |
wwachell@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/wayne-wachell-68886a12/ |
|
1.989 |
|
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital investment |
Leslie |
Cliff |
Portfolio Manager (Founding Partner) |
(604) 683-4554 |
WM |
lcliff@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/leslie-cliff-5206b05/ |
|
1.989 |
|
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital investment |
Stephen |
Au |
COO (Partner) |
(604) 683-4554 |
WM |
sau@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
|
|
1.989 |
|
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital investment |
Mary Lou |
Miles |
Director of Wealth Management (Partner) |
(604) 683-4554 |
WM |
mlmiles@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/mary-lou-miles-cfa-tep-4893983/ |
|
1.989 |
|
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital investment |
Margaret |
Lanthier |
Portfolio Manager (Partner) |
(604) 683-4554 |
WM |
mlanthier@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/margaret-lanthier-2a71936/ |
|
1.989 |
|
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital investment |
Martin |
Wegren |
Portfolio Manager (Partner) |
(604) 683-4554 |
WM |
MWegren@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/martin-wegren-6460a416b/ |
|
1.989 |
|
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital Management |
Wayne |
Wachell |
CEO, CIO, Founding Partner |
(604) 683-4554 |
WM |
wwachell@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/wayne-wachell-aa53968/ |
|
1.989 |
$1.1 billion |
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital Management |
Leslie |
Cliff |
Director, Wealth Management / Founding Partner |
(604) 683-4554 |
WM |
lcliff@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
https://www.linkedin.com/in/leslie-cliff-5206b05/ |
|
1.989 |
$1.1 billion |
|
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Genus Capital Management |
John-Paul |
Harrison |
President |
(604) 605-4631 |
WM |
jharrison@genuscap.com |
info@genuscap.com |
860 – 980 Howe Street |
Vancouver |
BC |
V6Z 0C8 |
Canada |
North America |
|
|
1.989 |
$1.1 billion |
Kenneth Sinn: ksinn@genuscap.com |
https://www.linkedin.com/company/genus-capital-management/ |
https://genuscap.com/ |
Vancouver-based Genus Capital Management provides institutions, community organizations and families with perfect-fit investment solutions to better meet their unique needs. Our clients enjoy the customized service and personal attention of a boutique, a consistent and distinctive investment approach, appropriate investment strategies for today’s environment, and a 27-year track record of stable and competitive returns. |
|
| Georgian Capital Partners |
David |
Knight |
Founder & President |
(416) 640-4100 |
WM |
dknight@georgiancapital.ca |
|
Scotia Plaza 40 King Street West Suite 3405 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
|
|
|
$0.5 billion |
|
|
http://georgiancapital.ca |
As a firm we are new; as individuals we are highly experienced. We measure our success by excellence of reputation – not size of assets. We buy companies for our client portfolios – not ‘the market’; and focus on people much more than numbers. Our search for the best ideas is aided by our total flexibility; concentrating on relatively few growth opportunities – both capital and income. We have a clear multi-factor discipline to determine a Competitive Advantage, within our portfolios. |
|
| Georgian Capital Partners |
Patrick |
Kim |
Partner |
(416) 640-4100 |
WM |
pkim@georgiancapital.ca |
|
Scotia Plaza 40 King Street West Suite 3405 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/patrick-kim-25280a14/ |
|
|
$0.5 billion |
|
|
http://georgiancapital.ca |
As a firm we are new; as individuals we are highly experienced. We measure our success by excellence of reputation – not size of assets. We buy companies for our client portfolios – not ‘the market’; and focus on people much more than numbers. Our search for the best ideas is aided by our total flexibility; concentrating on relatively few growth opportunities – both capital and income. We have a clear multi-factor discipline to determine a Competitive Advantage, within our portfolios. |
|
| Georgian Capital Partners |
Suzanne |
Lounder |
Client Partner |
(416) 640-4100 |
WM |
slounder@georgiancapital.ca |
|
Scotia Plaza 40 King Street West Suite 3405 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
|
|
|
$0.5 billion |
|
|
http://georgiancapital.ca |
As a firm we are new; as individuals we are highly experienced. We measure our success by excellence of reputation – not size of assets. We buy companies for our client portfolios – not ‘the market’; and focus on people much more than numbers. Our search for the best ideas is aided by our total flexibility; concentrating on relatively few growth opportunities – both capital and income. We have a clear multi-factor discipline to determine a Competitive Advantage, within our portfolios. |
|
| Georgian Capital Partners |
Wendy |
Giofu |
Client Partner |
(416) 640-4100 |
WM |
wgiofu@georgiancapital.ca |
|
Scotia Plaza 40 King Street West Suite 3405 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/wendy-giofu-b699551a/ |
|
|
$0.5 billion |
|
|
http://georgiancapital.ca |
As a firm we are new; as individuals we are highly experienced. We measure our success by excellence of reputation – not size of assets. We buy companies for our client portfolios – not ‘the market’; and focus on people much more than numbers. Our search for the best ideas is aided by our total flexibility; concentrating on relatively few growth opportunities – both capital and income. We have a clear multi-factor discipline to determine a Competitive Advantage, within our portfolios. |
|
| Georgian Capital Partners |
Sylvana |
Dearden |
Client Partner |
(416) 640-4100 |
WM |
sdearden@georgiancapital.ca |
|
Scotia Plaza 40 King Street West Suite 3405 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/sylvana-dearden-76571418 |
|
|
$0.5 billion |
|
|
http://georgiancapital.ca |
As a firm we are new; as individuals we are highly experienced. We measure our success by excellence of reputation – not size of assets. We buy companies for our client portfolios – not ‘the market’; and focus on people much more than numbers. Our search for the best ideas is aided by our total flexibility; concentrating on relatively few growth opportunities – both capital and income. We have a clear multi-factor discipline to determine a Competitive Advantage, within our portfolios. |
|
| GeoWealth |
Colin |
Falls |
President |
(312) 219-9160 |
WM |
colin.falls@geowealth.com |
connect@geowealth.com |
444 N. Michigan Ave, Suite 3150 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/colin-falls-1b5b1186/ |
|
|
|
|
https://www.linkedin.com/company/geowealth/ |
https://geowealth.com/ |
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. |
|
| GeoWealth |
Jack |
Hannah |
EVP, COO |
(312) 219-9160 |
WM |
jack.hannah@geowealth.com |
connect@geowealth.com |
444 N. Michigan Ave, Suite 3150 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jack-hannah-4842929/ |
|
|
|
|
https://www.linkedin.com/company/geowealth/ |
https://geowealth.com/ |
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. |
|
| GeoWealth |
Ivo |
Ivanov |
SVP, Chief Investmet Officer |
(312) 219-9160 |
WM |
ivo.ivanov@geowealth.com |
connect@geowealth.com |
444 N. Michigan Ave, Suite 3150 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/ivo-ivanov-cfa-cipm-33639634/ |
|
|
|
|
https://www.linkedin.com/company/geowealth/ |
https://geowealth.com/ |
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. |
|
| GeoWealth |
Eric |
Barr |
SVP, Business Development |
(312) 219-9160 |
WM |
eric.barr@geowealth.com |
connect@geowealth.com |
444 N. Michigan Ave, Suite 3150 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/eric-barr-8b7b8911b/ |
|
|
|
|
https://www.linkedin.com/company/geowealth/ |
https://geowealth.com/ |
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. |
|
| Geremant S.A. |
Kathy |
Rigamonti |
Management Assistant |
41 227 035 777 |
WM |
kathy.buchs@bluewin.ch |
webmaster@geremant.com |
24, Avenue de Champel |
Geneva |
|
1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/kathy-rigamonti-buchs-ab8b02bb/ |
|
1.982 |
€325M |
|
|
http://www.geremant.ch/ |
GEREMANT is an independent wealth management company, member of the ASG (Swiss Association of Wealth Managers) whose share capital is held entirely by five managing partners, assisted by four highly qualified colleagues. Consequently GEREMANT S.A. is able to act with complete independence and devote its full attention to its clients’ best interests. |
|
| Gerstein Fisher |
Bill |
Jollie |
SVP Operationas & Investment Management |
(800) 473-1155 |
WM |
bjollie@gersteinfisher.com |
info@gersteinfisher.com |
565 Fifth Avenue, 27th Floor Entrance on East 46th Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/bill-jollie-a94ba04/ |
|
1.993 |
|
|
https://www.linkedin.com/company/gerstein-fisher/ |
https://gersteinfisher.com/ |
Gerstein Fisher is an investment-management firm headquartered in New York City. Founded in 1993, the firm has been a pioneer in factor-based investing. Known for a culture of client service excellence and backed by the resources of People’s United Advisors, Gerstein Fisher manages assets using a quantitative, multi-factor approach grounded in economic theory and time-tested academic research. Drawing on a deep understanding of both market dynamics and investor behavior, the firm has more than two decades of experience in creating innovative solutions for investors. |
|
| Gerstein Fisher |
Anna |
Carucci |
SVP, Head of Administration, Executive Assistant to Founder |
(800) 473-1155 |
WM |
acarucci@gersteinfisher.com |
info@gersteinfisher.com |
565 Fifth Avenue, 27th Floor Entrance on East 46th Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/annacarucci/ |
|
1.993 |
|
|
https://www.linkedin.com/company/gerstein-fisher/ |
https://gersteinfisher.com/ |
Gerstein Fisher is an investment-management firm headquartered in New York City. Founded in 1993, the firm has been a pioneer in factor-based investing. Known for a culture of client service excellence and backed by the resources of People’s United Advisors, Gerstein Fisher manages assets using a quantitative, multi-factor approach grounded in economic theory and time-tested academic research. Drawing on a deep understanding of both market dynamics and investor behavior, the firm has more than two decades of experience in creating innovative solutions for investors. |
|
| GF Geneva Finance SA |
Andri |
Gordon |
President |
41 223 179 727 |
WM |
|
mail@genevafinance.ch |
Rue de la Rôtisserie 11 |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/andri-gordon-07bb6451/ |
|
|
$1.5B |
|
|
http://www.genevafinance.ch/ |
With more than 30 years experience in Private Banking, Securities Trading and Financial Analysis, we are the ideal partner for your financial matters worldwide and in Switzerland particularly. A sophisticated, yet disciplined investment approach, combined with a profound knowledge of all financial instruments, is the base for steady and better than average performance. And that is exactly where our strength is. |
|
| GFA Financial Group, LLC |
Terry |
Garvin |
Investment Advisor Representative |
(727) 450-1625 |
WM |
tgarvin@gfaemail.com |
|
5601 Mariner St., Suite 475 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/terry-garvin-clu-chfc-276aa26/ |
|
|
|
|
|
http://www.gfafinancialgroupllc.com/ |
GFA Financial Group is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. We invite you to explore everything that GFA Financial Group has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area. |
|
| GFA Financial Group, LLC |
Matthew |
Garvin |
Investment Advisor Representative |
(727) 450-1625 |
WM |
mgarvin@gfaemail.com |
|
5601 Mariner St., Suite 475 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/mattngarvin/ |
|
|
|
|
|
http://www.gfafinancialgroupllc.com/ |
GFA Financial Group is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. We invite you to explore everything that GFA Financial Group has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area. |
|
| GFA Financial Group, LLC |
Tara |
Garvin Clark |
Investment Advisor Representative |
(727) 450-1625 |
WM |
tclark@gfaemail.com |
|
5601 Mariner St., Suite 475 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/tara-garvin-clark-4067365a/ |
|
|
|
|
|
http://www.gfafinancialgroupllc.com/ |
GFA Financial Group is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. We invite you to explore everything that GFA Financial Group has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area. |
|
| GFA Financial Group, LLC |
John |
Shipman |
Investment Advisor Representative |
(727) 450-1625 |
WM |
jshipman@gfaemail.com |
|
5601 Mariner St., Suite 475 |
Tampa |
FL |
33609 |
United States of America |
North America |
|
|
|
|
jruiz@gfaemail.com |
|
http://www.gfafinancialgroupllc.com/ |
GFA Financial Group is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. We invite you to explore everything that GFA Financial Group has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area. |
|
| GFA Financial Group, LLC |
Michael |
Milas |
Investment Advisor Representative |
(727) 450-1625 |
WM |
mmilas@premierpfa.com |
|
5601 Mariner St., Suite 475 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/michael-milas-1672abb7/ |
|
|
|
|
|
http://www.gfafinancialgroupllc.com/ |
GFA Financial Group is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. We invite you to explore everything that GFA Financial Group has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area. |
|
| GFA Financial Group, LLC |
Michael |
Dwyer |
Investment Advisor Representative |
(727) 450-1625 |
WM |
mdwyer@royalallianceadvisors.com |
|
5601 Mariner St., Suite 475 |
Tampa |
FL |
33609 |
United States of America |
North America |
|
|
|
|
|
|
http://www.gfafinancialgroupllc.com/ |
GFA Financial Group is an independently-owned financial services company located in Tampa, Florida. Our team consists of educated financial advisors who focus on providing our clients with top-notch customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial planning. We invite you to explore everything that GFA Financial Group has to offer. From our educational videos (below), to meeting our team of professionals, come and see why we think GFA Financial Group is one of the preferred Financial Services firms in Clearwater/Tampa Bay Area. |
|
| GFI Investment Counsel Ltd. |
Daniel |
Goodman |
President, CEO and Co-Chief Investment Officer |
(416) 488-8825 |
WM |
dgoodman@gfiic.com |
info@gfiic.com |
45 St. Clair Ave W., Suite 1000 |
Toronto |
ON |
M4V 1K9 |
Canada |
North America |
https://www.linkedin.com/in/danielgoodman/ |
|
2.007 |
$0.5 billion |
|
https://www.linkedin.com/company/gfi-investment-counsel-ltd-/about/ |
http://www.gfiic.com |
GFI Investment Counsel provides customized wealth management solutions to families, foundations, trusts and corporations. We work closely with our clients to build portfolios that reflect each of our client’s unique financial needs. GFI was founded in 2007 by Daniel Goodman, CFA. |
|
| GFI Investment Counsel Ltd. |
Effie |
Wolle |
VP and Co-Chief Investment Officer |
(416) 488-8825 |
WM |
ewolle@gfiic.com |
info@gfiic.com |
45 St. Clair Ave W., Suite 1000 |
Toronto |
ON |
M4V 1K9 |
Canada |
North America |
|
|
2.007 |
$0.5 billion |
|
https://www.linkedin.com/company/gfi-investment-counsel-ltd-/about/ |
http://www.gfiic.com |
GFI Investment Counsel provides customized wealth management solutions to families, foundations, trusts and corporations. We work closely with our clients to build portfolios that reflect each of our client’s unique financial needs. GFI was founded in 2007 by Daniel Goodman, CFA. |
|
| GFI Investment Counsel Ltd. |
Adam |
Bresver |
Director, Business Development |
(416) 488-8825 |
WM |
abresver@gfiic.com |
info@gfiic.com |
45 St. Clair Ave W., Suite 1000 |
Toronto |
ON |
M4V 1K9 |
Canada |
North America |
https://www.linkedin.com/in/adam-bresver-9945604/ |
|
2.007 |
$0.5 billion |
|
https://www.linkedin.com/company/gfi-investment-counsel-ltd-/about/ |
http://www.gfiic.com |
GFI Investment Counsel provides customized wealth management solutions to families, foundations, trusts and corporations. We work closely with our clients to build portfolios that reflect each of our client’s unique financial needs. GFI was founded in 2007 by Daniel Goodman, CFA. |
|
| GGM Wealth Management Group - Morgan Stanley |
Jeffrey |
Gerson |
Managing Director, Wealth Management, Wealth Advisor |
(212) 643-5757 |
WM |
Jeffrey.Gerson@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/gerson/ |
|
|
$1.7B |
|
|
https://advisor.morganstanley.com/ggm-wealth-management-group |
The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. As our clients' needs have evolved, our team has grown to ten dedicated professionals whose mission is to guide our clients through life’s financial hurdles in order to preserve and grow their wealth. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.7 billion in assets (as of 12/31/19). |
|
| GGM Wealth Management Group - Morgan Stanley |
Christopher |
Guarino |
Senior Vice President, Financial Advisor, Senior Portfolio Management Director |
(212) 643-5858 |
WM |
Christopher.D.Guarino@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/chris-guarino-8824b12/ |
|
|
$1.7B |
|
|
https://advisor.morganstanley.com/ggm-wealth-management-group |
The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. As our clients' needs have evolved, our team has grown to ten dedicated professionals whose mission is to guide our clients through life’s financial hurdles in order to preserve and grow their wealth. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.7 billion in assets (as of 12/31/19). |
|
| GGM Wealth Management Group - Morgan Stanley |
Gregory |
Meisel |
Senior Vice President, Wealth Advisor, Senior Portfolio Management Director |
(212) 643-5918 |
WM |
Gregory.M.Meisel@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-meisel-49760480/ |
|
|
$1.7B |
|
|
https://advisor.morganstanley.com/ggm-wealth-management-group |
The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. As our clients' needs have evolved, our team has grown to ten dedicated professionals whose mission is to guide our clients through life’s financial hurdles in order to preserve and grow their wealth. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.7 billion in assets (as of 12/31/19). |
|
| GGM Wealth Management Group - Morgan Stanley |
Shawn |
Landau |
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director |
(212) 643-5727 |
WM |
Shawn.Landau@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/shawnlandaucfp/ |
|
|
$1.7B |
|
|
https://advisor.morganstanley.com/ggm-wealth-management-group |
The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. As our clients' needs have evolved, our team has grown to ten dedicated professionals whose mission is to guide our clients through life’s financial hurdles in order to preserve and grow their wealth. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.7 billion in assets (as of 12/31/19). |
|
| GGM Wealth Management Group - Morgan Stanley |
Michael |
Gammarati |
Vice President, Financial Advisor, Portfolio Management Director |
(646) 473-2146 |
WM |
Michael.A.Gammarati@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/michael-a-gammarati-cfp®-98640b24/ |
|
|
$1.7B |
|
|
https://advisor.morganstanley.com/ggm-wealth-management-group |
The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. As our clients' needs have evolved, our team has grown to ten dedicated professionals whose mission is to guide our clients through life’s financial hurdles in order to preserve and grow their wealth. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.7 billion in assets (as of 12/31/19). |
|
| GHP Investment Advisors, Inc. |
Brian |
Friedman |
President |
(303) 831-5000 |
WM |
bfriedman@ghpia.com |
|
1670 Broadway Suite 3000 |
Denver |
CO |
80202 |
United States of America |
North America |
https://www.linkedin.com/in/brian-friedman-88a4a85/ |
|
1.996 |
$821,655,581 |
|
https://www.linkedin.com/company/ghp-investment-advisors-inc-/ |
http://www.ghpia.com |
GHP Investment Advisors provides wealth management services to individuals and families. We can help you to manage, grow, and protect your investment portfolio. And that's just part of a larger wealth management strategy that includes financial planning, estate planning, risk management, tax planning, and education planning. As our client, you'll benefit from our Financial Concierge team, which provides a more comprehensive level of client service, from completing burdensome paperwork to coordinating and communicating with CPAs, attorneys, and other professionals. |
|
| Gibraltar Capital Management, Inc. |
James |
Redman |
Co-Founder & Principal |
(918) 492 4209 |
WM |
jredman@gibraltar-capital.com |
info@gcmwealth.com |
9125 South Toledo Avenue |
Tulsa |
OK |
74137 |
United States of America |
North America |
https://www.linkedin.com/in/james-redman-486b7a8/ |
|
2.002 |
$340M |
|
https://www.linkedin.com/company/gcmwealth/ |
https://www.gcmwealth.com/ |
Traditional providers of financial services are focused on proprietary products, canned investment models and mass-marketed sales programs. Driven by the lure of commissions, their loyalties are tested daily. When combined with the pressure of generating quarterly profits for their firms, can conflicted advisors truly provide uncompromised service?
We approach our business with an entirely different belief system, focusing on your unique needs while meeting and exceeding your high expectations. You have unlimited ideas and limited time to act on them. We'll help you make those dreams a reality by providing truly independent advice and customized solutions informed by our understanding of your whole life’s picture. |
|
| Gibraltar Capital Management, Inc. |
McCrary |
Lowe |
Co-Founder & Principal |
(918) 492 4209 |
WM |
mlowe@gibraltar-capital.com |
info@gcmwealth.com |
9125 South Toledo Avenue |
Tulsa |
OK |
74137 |
United States of America |
North America |
https://www.linkedin.com/in/maclowe/ |
|
2.002 |
$340M |
|
https://www.linkedin.com/company/gcmwealth/ |
https://www.gcmwealth.com/ |
Traditional providers of financial services are focused on proprietary products, canned investment models and mass-marketed sales programs. Driven by the lure of commissions, their loyalties are tested daily. When combined with the pressure of generating quarterly profits for their firms, can conflicted advisors truly provide uncompromised service?
We approach our business with an entirely different belief system, focusing on your unique needs while meeting and exceeding your high expectations. You have unlimited ideas and limited time to act on them. We'll help you make those dreams a reality by providing truly independent advice and customized solutions informed by our understanding of your whole life’s picture. |
|
| Gibson Wealth Advisors |
Allen |
Gibson |
President & CCO |
(214) 347-7475 |
WM |
allen@gibsonwealthadvisors.com |
|
700 Central Expressway S, Ste. 400 |
Allen |
TX |
75013 |
United States of America |
North America |
https://www.linkedin.com/in/allenrgibson/ |
|
1.991 |
|
|
https://www.linkedin.com/company/gibson-wealth-advisors-llc/ |
https://gibsonwealthadvisors.com/ |
As a fee-only Registered Investment Advisory (RIA) firm, we’re held to a fiduciary standard. That’s a promise that we’ll do only what we believe is in your best interest. We put personal motives, gains or conflicts of interest aside to ensure we’re acting in an honest and trustworthy manner. |
|
| Gibson Wealth Management |
Brandon |
Gibson |
Wealth Manager |
(214) 545-3311 |
WM |
bgibson@ffec.com |
|
14135 Midway Road, Suite G-100 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/gibsonwealthmanagement/ |
|
|
$44 million |
|
|
https://www.gibsonwealthmanagement.com/ |
Gibson Wealth Management operates under First Financial Equity Corporation (FFEC). Working with the FFEC team allows me to provide prompt and professional customer service to my valued clients. |
|
| Ginsberg Wealth Management, LLC |
Howard |
Ginsberg |
Owner |
(516) 466-7462 |
WM |
howard@ginsbergwealth.com |
website@ginsbergcpa.com |
200 South Service Road |
Roslyn Heights |
NY |
11577 |
United States of America |
North America |
https://www.linkedin.com/in/howardginsberg/ |
|
1.999 |
$150M |
|
https://www.ginsbergcpa.com/ |
https://www.ginsbergwealth.com/ |
Ginsberg Wealth Management offers personalized wealth management strategies to help meet our clients' financial life goals. We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement planning, taxes and wealth preservation. Most important, we hope you see the value of working with a skilled independent fiduciary financial advisor to pursue your plan. |
|
| Girard Partners Ltd. |
David |
Giebel |
President |
(239) 275-2122 |
WM |
geibeld@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/davidgeibel/ |
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Girard Partners Ltd. |
William |
Van Sant III |
Senior Vice President & Managing Director of Relationship Development |
(239) 275-2122 |
WM |
vansantw@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/williamvansant/ |
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Girard Partners Ltd. |
Chris |
Powers |
Senior Vice President & Managing Director of Relationship Development |
(239) 275-2122 |
WM |
powersc@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/chris-powers-/ |
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Girard Partners Ltd. |
JD |
Smith |
Senior Vice President & Managing Director of Employer Retirement Plans and Strategic Initiatives |
(239) 275-2122 |
WM |
smithj@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Girard Partners Ltd. |
Scott |
Mulvaney |
Vice President & Retirement Plan Consultant |
(239) 275-2122 |
WM |
mulvaneys@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Girard Partners Ltd. |
Michael |
Davisson |
President & Senior Wealth Advisor |
(239) 275-2122 |
WM |
davissonm@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/michael-davisson-b233aa1a/ |
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Girard Partners Ltd. |
Joseph |
Benner |
Vice President & Wealth Advisor |
(239) 275-2122 |
WM |
bennerj@meetgirard.com |
|
5237 Summerlin Commons Boulevard Suite 302 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-benner-cfp®-cdfa®-mba-44b353107/ |
|
1.996 |
|
|
https://www.linkedin.com/company/meet-girard/ |
https://www.meetgirard.com/ |
Girard focuses on what you value, not on what you’re worth. As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. |
|
| Gitterman Wealth Management |
Jeffrey |
Gitterman |
CoFounding Partner |
(848) 248-4864 |
WM |
jgitterman@gittermanwealth.com |
|
379 Thornall Street, 14th Floor |
Edison |
NJ |
08837 |
United States of America |
North America |
https://www.linkedin.com/in/jeffgitterman/ |
|
1.989 |
$1B |
|
https://www.linkedin.com/company/gitterman-&-associates-wealth-management-llc/ |
https://www.gittermanwealth.com |
With more than 25 years of wealth management and pension experience, the founders of Gitterman Wealth Management, LLC are proud to serve individuals in the academic community, business owners and high net worth clients throughout the United States.
Our firm brings value to our clients by providing them with peace of mind as we guide them through the unique perspectives of their financial landscape. We specialize in providing comprehensive, customized financial management solutions advising on more than $1 billion in assets*. |
|
| Gitterman Wealth Management |
Elias |
Rauch |
CoFounding Partner |
(848) 248-4870 |
WM |
erauch@gittermanwealth.com |
|
379 Thornall Street, 14th Floor |
Edison |
NJ |
08837 |
United States of America |
North America |
https://www.linkedin.com/in/elias-rauch-48784797/ |
|
1.989 |
$1B |
|
https://www.linkedin.com/company/gitterman-&-associates-wealth-management-llc/ |
https://www.gittermanwealth.com |
With more than 25 years of wealth management and pension experience, the founders of Gitterman Wealth Management, LLC are proud to serve individuals in the academic community, business owners and high net worth clients throughout the United States.
Our firm brings value to our clients by providing them with peace of mind as we guide them through the unique perspectives of their financial landscape. We specialize in providing comprehensive, customized financial management solutions advising on more than $1 billion in assets*. |
|
| Gladstone Wealth Group |
Robert |
Hudson III |
Managing Director, Principal |
(908) 719-1313 Ext. 106 |
WM |
robert.hudson@gladstonewealth.com |
info@gladstonewealth.com |
4 Mill Ridge Lane, Floor 2 |
Chester |
NJ |
07930 |
United States of America |
North America |
https://www.linkedin.com/in/robert-hudson-220429b/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Kristopher |
Bonocore |
Managing Director, Private Wealth Advisor |
Direct: (561) 998-0909, Mobile: (610) 999-6039 |
WM |
kristopher.bonocore@lpl.com |
info@gladstonewealth.com |
4 Mill Ridge Lane, Floor 2 |
Chester |
NJ |
07930 |
United States of America |
North America |
https://www.linkedin.com/in/kristopher-bonocore/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Keith |
Brothers |
Managing Director, Private Wealth Advisor |
(908) 719-1313 Ext. 110 |
WM |
keith.brothers@gladstonewealth.com |
info@gladstonewealth.com |
4 Mill Ridge Lane, Floor 2 |
Chester |
NJ |
07930 |
United States of America |
North America |
https://www.linkedin.com/in/keith-brothers-72546475/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Thomas |
Courtright |
Senior Vice President, Private Wealth Advisor |
(908) 719-1313 Ext. 108 |
WM |
tcourtright@gladstonewealth.com |
info@gladstonewealth.com |
4 Mill Ridge Lane, Floor 2 |
Chester |
NJ |
07930 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-courtrightmba/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Jomar |
Fernandez |
Senior Vice President, Private Wealth Advisor |
(908) 719-1313 Ext. 109 |
WM |
jfernandez@gladstonewealth.com |
info@gladstonewealth.com |
10 Broad St., Suite 202 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/jomar-fernandez-crpc®-3416a912/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Richard |
Frick |
Managing Director |
(732) 945-5684 |
WM |
richard.frick@gladstonewealth.com |
info@gladstonewealth.com |
10 Broad St., Suite 202 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/richard-frick-0907b0167/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Phil |
Marchetti |
Managing Director, Head of Advisor Experience |
(908) 719-1313 x127 |
WM |
philip.marchetti@gladstonewealth.com |
info@gladstonewealth.com |
4 Mill Ridge Lane, Floor 2 |
Chester |
NJ |
07930 |
United States of America |
North America |
https://www.linkedin.com/in/phil-marchetti-660766129/ |
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Gladstone Wealth Group |
Michael |
Palace |
Senior Vice President, Private Wealth Advisor |
(908) 719-1313 Ext. 115 |
WM |
michael.palace@gladstonewealth.com |
info@gladstonewealth.com |
4 Mill Ridge Lane, Floor 2 |
Chester |
NJ |
07930 |
United States of America |
North America |
|
|
|
$1.1B |
|
https://www.linkedin.com/company/gladstone-wealth-group/ |
http://www.gladstoneadvisors.com/ |
At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you work towards the goals and objectives you have set for your family’s financial future. |
|
| Glassman Wealth Services |
Barry |
Glassman |
Founder and President |
(703) 534-4444 |
WM |
barry@glassmanwealth.com |
info@glassmanwealth.com |
8000 Towers Crescent Dr., Suite 1450 |
Vienna |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/glassmanwealth/ |
|
2.009 |
$1.45B |
|
https://www.linkedin.com/company/glassman-wealth-services/ |
https://www.glassmanwealth.com/ |
At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It's how we seek to ensure our client relationships are among the most enduring.
We're a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no commissions or other incentives that might cloud our judgment or sway our allegiance. We work for you and your family alone. |
|
| Glenmede |
Gordon |
Fowler Jr |
President, CEO, Chief Investment Officer |
(215) 419-6092 |
WM |
gordon.fowler@Glenmede.com |
GIMClientSupport@Glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/gbfowlerjr/ |
|
1.956 |
$23.8 billion |
|
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
An independent and privately held investment and wealth management firm, Glenmede was founded in 1956 to serve in perpetuity as the investment manager and trustee of the Pew family’s charitable interests—The Pew Trusts. Today our trust company provides highly customized investment, fiduciary and advisory services to high-net-worth individuals and families, endowments, foundations and institutional entities, representing more than $40 billion of assets under management. Headquartered in Philadelphia, Pennsylvania, the firm has offices in New York, New York; Morristown and Princeton, New Jersey; Palm Beach, Florida; Cleveland, Ohio; Washington, DC; and Wilmington, Delaware. |
|
| Glenmede |
Raj |
Tewari |
Managing Director, Director of Operations |
(215) 419-6092 |
WM |
raj.tewari@Glenmede.com |
GIMClientSupport@Glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/raj-tewari-1b56608/ |
|
1.956 |
$23.8 billion |
|
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
An independent and privately held investment and wealth management firm, Glenmede was founded in 1956 to serve in perpetuity as the investment manager and trustee of the Pew family’s charitable interests—The Pew Trusts. Today our trust company provides highly customized investment, fiduciary and advisory services to high-net-worth individuals and families, endowments, foundations and institutional entities, representing more than $40 billion of assets under management. Headquartered in Philadelphia, Pennsylvania, the firm has offices in New York, New York; Morristown and Princeton, New Jersey; Palm Beach, Florida; Cleveland, Ohio; Washington, DC; and Wilmington, Delaware. |
|
| Glide Capital LLC |
David |
Guenoun |
Managing Partner |
(305) 539-3850 |
WM |
david@glideplatform.com |
support@glideplatform.com |
999 Brickell Ave Suite 1006 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/david-guenoun-92266414/ |
|
2.015 |
|
|
https://www.linkedin.com/company/glide-capital-llc/ |
http://www.glideadvisors.com/ |
Glide partners with wealth management firms to build a customized portfolio of private credit investments based on the specific investment objectives for their clients. Our wealth manager clients are able to easily brand a private credit portfolio for their firm that is well diversified and leverages our manager sourcing, due diligence, research, portfolio building, legal structure and our experienced team. |
|
| Glide Capital LLC |
Mark |
Fitzpatrick |
Managing Partner |
(305) 539-3850 |
WM |
mark@glideplatform.com |
support@glideplatform.com |
999 Brickell Ave Suite 1006 |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/glide-capital-llc/ |
http://www.glideadvisors.com/ |
Glide partners with wealth management firms to build a customized portfolio of private credit investments based on the specific investment objectives for their clients. Our wealth manager clients are able to easily brand a private credit portfolio for their firm that is well diversified and leverages our manager sourcing, due diligence, research, portfolio building, legal structure and our experienced team. |
|
| Glide Capital LLC |
Alberto |
Siblesz |
Managing Partner |
(305) 539-3850 |
WM |
alberto@glideplatform.com |
support@glideplatform.com |
999 Brickell Ave Suite 1006 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/alberto-siblesz-1158b99/ |
|
2.015 |
|
|
https://www.linkedin.com/company/glide-capital-llc/ |
http://www.glideadvisors.com/ |
Glide partners with wealth management firms to build a customized portfolio of private credit investments based on the specific investment objectives for their clients. Our wealth manager clients are able to easily brand a private credit portfolio for their firm that is well diversified and leverages our manager sourcing, due diligence, research, portfolio building, legal structure and our experienced team. |
|
| Glide Capital LLC |
Eli |
Cohen |
Operations Associate |
(305) 539-3850 |
WM |
eli@glideplatform.com |
support@glideplatform.com |
999 Brickell Ave Suite 1006 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/eli-cohen-b9244460/ |
|
2.015 |
|
|
https://www.linkedin.com/company/glide-capital-llc/ |
http://www.glideadvisors.com/ |
Glide partners with wealth management firms to build a customized portfolio of private credit investments based on the specific investment objectives for their clients. Our wealth manager clients are able to easily brand a private credit portfolio for their firm that is well diversified and leverages our manager sourcing, due diligence, research, portfolio building, legal structure and our experienced team. |
|
| Global Atlantic Partners LLC |
Jason |
Simpson |
Director of Miami Operations |
(305) 400-8127 |
WM |
jsimpson@gapartnersllc.com |
info@globalatlanticpartners.com |
50 Congress Street Suite 740 |
Boston |
MA |
02109 |
United States of America |
North America |
|
|
2.002 |
|
|
|
http://www.globalatlanticpartners.com/ |
Global Atlantic Partners is a financial consulting and outsourcing firm serving companies around the world.
We offer hands-on expertise to help clients perform audits, manage risk and ensure banking compliance. Our lower cost structure allows us to provide remarkable value for clients who lack the resources to perform these tasks in-house. |
|
| Global Atlantic Partners LLC |
Erich |
Schumann |
Managing Partner |
(617) 345-0222 |
WM |
eschumann@globalatlanticpartners.com |
info@globalatlanticpartners.com |
50 Congress Street Suite 740 |
Boston |
MA |
02109 |
United States of America |
North America |
|
|
2.002 |
|
|
|
http://www.globalatlanticpartners.com/ |
Global Atlantic Partners is a financial consulting and outsourcing firm serving companies around the world.
We offer hands-on expertise to help clients perform audits, manage risk and ensure banking compliance. Our lower cost structure allows us to provide remarkable value for clients who lack the resources to perform these tasks in-house. |
|
| Global Financial Private Capital |
Michael |
Bell |
CEO |
(941) 918-0507 |
WM |
mbell@gf-pc.com |
info@gf-pc.com |
501 North Cattlemen Rd. Ste 106 |
Sarasota |
FL |
34232 |
United States of America |
North America |
https://www.linkedin.com/in/michaelbell001/ |
|
1.991 |
$3,509 million |
|
https://www.linkedin.com/company/global-financial-private-capital-llc/ |
http://gf-pc.com |
Global Financial Private Capital, Inc. (“GFPC”) is an indirect subsidiary of Huatai Securities Co., Ltd. (“HTSC”) and a direct subsidiary of AssetMark Financial, Inc. (“AssetMark”), a US incorporated company. HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai, Hong Kong and London stock exchanges. AssetMark and GFPC have established policies and procedures to maintain all client data in the United States. |
|
| Global Financial Services, LLC |
Jack |
Bruno |
Chief Operating Officer |
(713) 968-0460 |
WM |
jbruno@globalhou.com |
gfs@globalhou.com |
1330 Post Oak Blvd., #2100 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/jack-bruno-a5730b193/ |
|
1.994 |
|
|
|
https://www.globalhou.com/ |
Global Financial Services is a leading wealth management firm based in Houston, Texas, that specializes in meeting the domestic and international investing needs of high-net worth individuals, families and corporations. Since 1994, Global has offered the highest levels of market experience, integrity, confidentiality and personalized service to clients. We distinguish ourselves not only by what we do, but through continuous client interaction aimed at understanding, implementing, managing and evaluating. We pride ourselves in delivering an uncommon level of individual service and client satisfaction. |
|
| Global Financial Services, LLC |
Juan Carlos |
Cantú |
Vice President |
(713) 968-0400 |
WM |
jcantu@globalhou.com |
gfs@globalhou.com |
1330 Post Oak Blvd., #2100 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/juancarloscantu/ |
|
1.994 |
|
|
|
https://www.globalhou.com/ |
Global Financial Services is a leading wealth management firm based in Houston, Texas, that specializes in meeting the domestic and international investing needs of high-net worth individuals, families and corporations. Since 1994, Global has offered the highest levels of market experience, integrity, confidentiality and personalized service to clients. We distinguish ourselves not only by what we do, but through continuous client interaction aimed at understanding, implementing, managing and evaluating. We pride ourselves in delivering an uncommon level of individual service and client satisfaction. |
|
| Global Financial Services, LLC |
Daniel |
Priwin |
Vice President |
(800) 778-5525 |
WM |
dpriwin@globalhou.com |
gfs@globalhou.com |
1330 Post Oak Blvd., #2100 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-priwin-2a91343/ |
|
1.994 |
|
|
|
https://www.globalhou.com/ |
Global Financial Services is a leading wealth management firm based in Houston, Texas, that specializes in meeting the domestic and international investing needs of high-net worth individuals, families and corporations. Since 1994, Global has offered the highest levels of market experience, integrity, confidentiality and personalized service to clients. We distinguish ourselves not only by what we do, but through continuous client interaction aimed at understanding, implementing, managing and evaluating. We pride ourselves in delivering an uncommon level of individual service and client satisfaction. |
|
| Global Trust Asset Management |
Thomas |
Holt |
President |
Office: (561) 472-0191, Mobile: (561) 386-9010 |
WM |
th@gbltrust.com |
info@gbltrust.com |
515 N. Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-holt-cpa-pfs-cgma-6966a127/ |
|
2.007 |
|
|
https://www.linkedin.com/company/global-trust-asset-management-llc |
https://www.gbltrust.com/ |
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. |
|
| Global Trust Asset Management |
Brian |
Brescia |
Partner |
Mobile: (561) 670-0289 |
WM |
bjb@gbltrust.com |
info@gbltrust.com |
515 N. Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
2.007 |
|
|
https://www.linkedin.com/company/global-trust-asset-management-llc |
https://www.gbltrust.com/ |
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. |
|
| Global Trust Asset Management |
Alexia |
Varga |
Managing Partner |
Mobile: (561) 310-0399 |
WM |
agv@gbltrust.com |
info@gbltrust.com |
515 N. Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
2.007 |
|
|
https://www.linkedin.com/company/global-trust-asset-management-llc |
https://www.gbltrust.com/ |
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. |
|
| Global Trust Asset Management |
Jill |
Ashley |
Senior Investment Officer |
(561) 863-446-1650 |
WM |
jill@gbltrust.com |
info@gbltrust.com |
515 N. Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
2.007 |
|
|
https://www.linkedin.com/company/global-trust-asset-management-llc |
https://www.gbltrust.com/ |
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. |
|
| Global Trust Asset Management |
Steven |
Marcus |
Senior Investment Officer |
Mobile: (561) 628-4340 |
WM |
steven.marcus@gbltrust.com |
info@gbltrust.com |
515 N. Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
2.007 |
|
|
https://www.linkedin.com/company/global-trust-asset-management-llc |
https://www.gbltrust.com/ |
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. |
|
| Global Trust Asset Management |
Jay |
Marmer |
Managing Director |
Mobile: (561) 352-8840 |
WM |
jay.marmer@gbltrust.com |
info@gbltrust.com |
515 N. Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/jaymarmer/ |
|
2.007 |
|
|
https://www.linkedin.com/company/global-trust-asset-management-llc |
https://www.gbltrust.com/ |
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. |
|
| Global Wealth Advisors |
Kris |
Maksimovich |
President, Office of Supervisory Jurisdiction |
(972) 931-3818 |
WM |
kris@gwadvisors.net |
info@gwadvisors.net |
18170 Dallas Parkway Suite 103 |
Dallas |
TX |
75287 |
United States of America |
North America |
https://www.linkedin.com/in/krismaksimovich/ |
|
2.008 |
|
|
https://www.linkedin.com/company/gwadvisors/ |
https://www.gwadvisors.net |
Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. Founded in 2008, we are hands-on, data-driven financial planning experts headquartered in Dallas, with branch offices in Houston, Sweeney and Snyder, Texas.
As a fee-based, independent group of professionals, we are dedicated to helping ensure our client's decisions remain focused, that they follow through with their financial plans and reach their objectives using our comprehensive wealth management and financial planning approach. |
|
| Global Wealth Advisors |
Dean |
Elliott |
Wealth Advisor |
(972) 931-3818 |
WM |
dean@gwadvisors.net |
info@gwadvisors.net |
18170 Dallas Parkway Suite 103 |
Dallas |
TX |
75287 |
United States of America |
North America |
https://www.linkedin.com/in/elliottdean/ |
|
2.008 |
|
|
https://www.linkedin.com/company/gwadvisors/ |
https://www.gwadvisors.net |
Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. Founded in 2008, we are hands-on, data-driven financial planning experts headquartered in Dallas, with branch offices in Houston, Sweeney and Snyder, Texas.
As a fee-based, independent group of professionals, we are dedicated to helping ensure our client's decisions remain focused, that they follow through with their financial plans and reach their objectives using our comprehensive wealth management and financial planning approach. |
|
| Global Wealth Advisors |
Ben |
Murphy |
Financial Advisor |
(972) 931-3818 |
WM |
ben@gwadvisors.net |
info@gwadvisors.net |
18170 Dallas Parkway Suite 103 |
Dallas |
TX |
75287 |
United States of America |
North America |
https://www.linkedin.com/in/ben-murphy-2b7a6682/ |
|
2.008 |
|
|
https://www.linkedin.com/company/gwadvisors/ |
https://www.gwadvisors.net |
Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. Founded in 2008, we are hands-on, data-driven financial planning experts headquartered in Dallas, with branch offices in Houston, Sweeney and Snyder, Texas.
As a fee-based, independent group of professionals, we are dedicated to helping ensure our client's decisions remain focused, that they follow through with their financial plans and reach their objectives using our comprehensive wealth management and financial planning approach. |
|
| Global Wealth Advisors |
Kevin |
Curley II |
Wealth Advisor |
(972) 931-3818 |
WM |
kevin@gwadvisors.net |
info@gwadvisors.net |
18170 Dallas Parkway Suite 103 |
Dallas |
TX |
75287 |
United States of America |
North America |
https://www.linkedin.com/in/kevincurley/ |
|
2.008 |
|
|
https://www.linkedin.com/company/gwadvisors/ |
https://www.gwadvisors.net |
Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. Founded in 2008, we are hands-on, data-driven financial planning experts headquartered in Dallas, with branch offices in Houston, Sweeney and Snyder, Texas.
As a fee-based, independent group of professionals, we are dedicated to helping ensure our client's decisions remain focused, that they follow through with their financial plans and reach their objectives using our comprehensive wealth management and financial planning approach. |
|
| Global Wealth Advisors |
Tammy |
Galvan |
Director of Marketing |
(972) 931-3818 |
WM |
tammy@gwadvisors.net |
info@gwadvisors.net |
18170 Dallas Parkway Suite 103 |
Dallas |
TX |
75287 |
United States of America |
North America |
|
|
2.008 |
|
|
https://www.linkedin.com/company/gwadvisors/ |
https://www.gwadvisors.net |
Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. Founded in 2008, we are hands-on, data-driven financial planning experts headquartered in Dallas, with branch offices in Houston, Sweeney and Snyder, Texas.
As a fee-based, independent group of professionals, we are dedicated to helping ensure our client's decisions remain focused, that they follow through with their financial plans and reach their objectives using our comprehensive wealth management and financial planning approach. |
|
| Global Wealth Builders Ltd. |
R Bruce |
Sansom |
Chairman and CEO |
(780) 488-2858 |
WM |
bsansom@gwealth.ca |
service@Gwealth.ca |
Suite 105, Mayfield Business Centre 10525 – 170 Street N.W. |
Edmonton |
AB |
AB T5P 4W2 |
Canada |
North America |
https://www.linkedin.com/in/bruce-sansom-90268616/ |
|
|
|
|
|
http://www.globalwealthbuilders.ca |
Global Wealth Builders Ltd. is an investment management company founded in 2002. Our objective is safety of our client's capital and competitive investment performance throughout the financial market and economic cycles. |
|
| Global Wealth Management |
Grant |
Conness |
Managing Director & CoFounder Wealth Advisor |
(866) 405-1031 |
WM |
grant@askglobalwealth.com |
|
2810 East Oakland Park Blvd., Suite 101 |
Fort Lauderdale |
FL |
33306 |
United States of America |
North America |
https://www.linkedin.com/in/grant-conness-96272910/ |
|
2.009 |
|
|
https://www.linkedin.com/company/global-wealth-ma/ |
https://askglobalwealth.com/ |
At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise. |
|
| Global Wealth Management |
Dave |
Olsen |
VP of Client Servicces |
(866) 405-1031 |
WM |
dave@askglobalwealth.com |
|
2810 East Oakland Park Blvd., Suite 101 |
Fort Lauderdale |
FL |
33306 |
United States of America |
North America |
https://www.linkedin.com/in/david-olsen-637748a/ |
|
2.009 |
|
|
https://www.linkedin.com/company/global-wealth-ma/ |
https://askglobalwealth.com/ |
At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise. |
|
| Global Wealth Management, LLC. |
Ram |
Kolluri |
CEO / Chief Investment Officer |
(609) 452-2929 |
WM |
rkolluri@globalwealthllc.com |
info@globalwealthllc.com |
4428 Route 27, Bldg C, Suite 2, PO Box 522 |
Kingston |
NJ |
08528 |
United States of America |
North America |
https://www.linkedin.com/in/ram-kolluri-cfp-tep-7535396/ |
|
1.981 |
$194.9 million |
|
https://www.linkedin.com/company/global-wealth-management-llc/about/ |
http://globalwealthllc.com |
Global Wealth Management, LLC is dedicated to help investors build long - term wealth, financial security, and peace of mind. |
|
| Global Wealth Management, LLC. |
Lino |
DeAngelis |
VP & Wealth Manager |
(609) 452-2929 |
WM |
ldeangelis@globalwealthllc.com |
info@globalwealthllc.com |
4428 Route 27, Bldg C, Suite 2, PO Box 522 |
Kingston |
NJ |
08528 |
United States of America |
North America |
https://www.linkedin.com/in/lino-deangelis-cfp®-269103b/ |
|
1.981 |
$194.9 million |
|
https://www.linkedin.com/company/global-wealth-management-llc/about/ |
http://globalwealthllc.com |
Global Wealth Management, LLC is dedicated to help investors build long - term wealth, financial security, and peace of mind. |
|
| Global Wealth Partners |
Amrish |
Mathur |
Managing Partner |
(480) 471-5940 |
WM |
amrish.mathur@thewealthpartners.com |
info@thewealthpartners.com |
7033 E Greenway Pkwy, Ste 190 |
Scottsdale |
AZ |
|
United States of America |
North America |
https://www.linkedin.com/in/amrish-mathur-9395097/ |
|
|
|
|
https://www.linkedin.com/company/global-wealth-partners/ |
https://thewealthpartners.com/ |
Global Wealth Partners is a specialized investment advisory firm that focuses not only on preserving capital, but implementing various trading strategies to promote growth of capital irrespective of market direction. |
|
| Globe Wealth Management |
Stacey |
Blodgett |
President, Chief Executive Officer & Wealth Manager |
(603) 296-0063 |
WM |
sblodgett@globewealth.com |
|
46 South Main Street, Suite 3 |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/regina-kozsan-43280212/ |
|
2.008 |
|
|
https://www.linkedin.com/company/globe-wealth-management/ |
https://www.globewealth.com/ |
Globe Wealth Management works with individuals, families and organizations looking to follow a detailed plan to pursue their specific financial goals. Our mission is to provide a unique perspective into our client's financial world by taking into consideration all aspects of the client's financial obligations and aspirations. After conducting a comprehensive assessment, we work closely with our clients to develop a solid strategic plan for reaching towards those objectives. And through a dynamic partnership with our client's we can help them be prepared for life's ever-changing needs while remaining on target to achieve defined financial ambitions. |
|
| Globe Wealth Management |
Regina |
Kozsan |
Chief Investment Officer & Wealth Manager |
(603) 296-0063 |
WM |
rkozsan@globewealth.com |
|
46 South Main Street, Suite 3 |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/stacey-l-blodgett-65312512/ |
|
2.008 |
|
|
https://www.linkedin.com/company/globe-wealth-management/ |
https://www.globewealth.com/ |
Globe Wealth Management works with individuals, families and organizations looking to follow a detailed plan to pursue their specific financial goals. Our mission is to provide a unique perspective into our client's financial world by taking into consideration all aspects of the client's financial obligations and aspirations. After conducting a comprehensive assessment, we work closely with our clients to develop a solid strategic plan for reaching towards those objectives. And through a dynamic partnership with our client's we can help them be prepared for life's ever-changing needs while remaining on target to achieve defined financial ambitions. |
|
| Globe Wealth Management |
Richard |
Holt Johnson |
Director of Marketing & Business Development |
(603) 296-0063 |
WM |
rjohnson@globewealth.com |
|
46 South Main Street, Suite 3 |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/rwhjcreative/ |
|
2.008 |
|
|
https://www.linkedin.com/company/globe-wealth-management/ |
https://www.globewealth.com/ |
Globe Wealth Management works with individuals, families and organizations looking to follow a detailed plan to pursue their specific financial goals. Our mission is to provide a unique perspective into our client's financial world by taking into consideration all aspects of the client's financial obligations and aspirations. After conducting a comprehensive assessment, we work closely with our clients to develop a solid strategic plan for reaching towards those objectives. And through a dynamic partnership with our client's we can help them be prepared for life's ever-changing needs while remaining on target to achieve defined financial ambitions. |
|
| Globe Wealth Management |
Kyle |
Ross |
Client Relationship Manager |
(603) 296-0063 |
WM |
kross@globewealth.com |
|
46 South Main Street, Suite 3 |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/kylemross/ |
|
2.008 |
|
|
https://www.linkedin.com/company/globe-wealth-management/ |
https://www.globewealth.com/ |
Globe Wealth Management works with individuals, families and organizations looking to follow a detailed plan to pursue their specific financial goals. Our mission is to provide a unique perspective into our client's financial world by taking into consideration all aspects of the client's financial obligations and aspirations. After conducting a comprehensive assessment, we work closely with our clients to develop a solid strategic plan for reaching towards those objectives. And through a dynamic partnership with our client's we can help them be prepared for life's ever-changing needs while remaining on target to achieve defined financial ambitions. |
|
| Globe Wealth Management |
Christina |
White |
Executive Assistant |
(603) 296-0063 |
WM |
cwhite@globewealth.com |
|
46 South Main Street, Suite 3 |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/christina-white-globewealth/ |
|
2.008 |
|
|
https://www.linkedin.com/company/globe-wealth-management/ |
https://www.globewealth.com/ |
Globe Wealth Management works with individuals, families and organizations looking to follow a detailed plan to pursue their specific financial goals. Our mission is to provide a unique perspective into our client's financial world by taking into consideration all aspects of the client's financial obligations and aspirations. After conducting a comprehensive assessment, we work closely with our clients to develop a solid strategic plan for reaching towards those objectives. And through a dynamic partnership with our client's we can help them be prepared for life's ever-changing needs while remaining on target to achieve defined financial ambitions. |
|
| GlobeInvest Capital Management Inc. |
Peter |
Brieger |
Chairman |
(416) 591-7100 |
WM |
pbrieger@globe-invest.com |
info@globe-invest.com |
20 Queen Street West, Suite 3308 |
Toronto |
ON |
M5H 3R3 |
Canada |
North America |
https://www.linkedin.com/in/peter-brieger-431b0225/ |
|
|
|
|
|
http://www.globe-invest.com/ |
GlobeInvest was founded over 20 years ago as an independent practice. Our founder, Peter Brieger, recognized that without all the red tape and infrastructure of a major institution, he could provide a much more direct and personal experience for each client. Today, we are still a boutique firm made up of a tight-knit team of experienced professionals. |
|
| GlobeInvest Capital Management Inc. |
Christine |
Poole |
CEO/Managing Director |
(416) 591-7100 |
WM |
wsanita@globe-invest.com |
info@globe-invest.com |
20 Queen Street West, Suite 3308 |
Toronto |
ON |
M5H 3R3 |
Canada |
North America |
https://www.linkedin.com/in/christinepoole/ |
|
|
|
|
|
http://www.globe-invest.com/ |
GlobeInvest was founded over 20 years ago as an independent practice. Our founder, Peter Brieger, recognized that without all the red tape and infrastructure of a major institution, he could provide a much more direct and personal experience for each client. Today, we are still a boutique firm made up of a tight-knit team of experienced professionals. |
|
| GlobeInvest Capital Management Inc. |
Wendy |
Sanita |
CCO, Managing Director |
(416) 591-7100 |
WM |
cpoole@globe-invest.com |
info@globe-invest.com |
20 Queen Street West, Suite 3308 |
Toronto |
ON |
M5H 3R3 |
Canada |
North America |
https://www.linkedin.com/in/wendy-sanita-928534120/ |
|
|
|
|
|
http://www.globe-invest.com/ |
GlobeInvest was founded over 20 years ago as an independent practice. Our founder, Peter Brieger, recognized that without all the red tape and infrastructure of a major institution, he could provide a much more direct and personal experience for each client. Today, we are still a boutique firm made up of a tight-knit team of experienced professionals. |
|
| Globevest Capital |
Patrick |
Proulx |
President & Portfolio Manager |
(450) 641-8989 |
WM |
patrick.proulx@globevestcapital.com |
info@globevestcapital.com |
1005 Lionel-Daunais Street, Suite 104 |
Boucherville |
QC |
J4B 0B1 |
Canada |
North America |
https://www.linkedin.com/in/patrick-proulx-5a42615/ |
|
2.002 |
$0.8 billion |
|
https://www.linkedin.com/company/globevest-capital/ |
http://www.globevestcapital.com |
Globevest Capital, a Montreal-based risk and portfolio management firm founded in 2002, built its approach around personalization of its clients' portfolios, strict control of risk and some of the industry's lowest management fees. It now manages over $800 million in assets. |
|
| Globevest Capital |
François |
Bergeron |
VP, Finance and Operations/ CCO Portfolio Manager |
(450) 641-8989 |
WM |
francois.bergeron@globevestcapital.com |
info@globevestcapital.com |
1005 Lionel-Daunais Street, Suite 104 |
Boucherville |
QC |
J4B 0B1 |
Canada |
North America |
https://www.linkedin.com/in/bergeronfrancoiscpa/ |
|
2.002 |
$0.8 billion |
|
https://www.linkedin.com/company/globevest-capital/ |
http://www.globevestcapital.com |
Globevest Capital, a Montreal-based risk and portfolio management firm founded in 2002, built its approach around personalization of its clients' portfolios, strict control of risk and some of the industry's lowest management fees. It now manages over $800 million in assets. |
|
| Gluskin Sheff Associates Inc. |
Peter |
Zaltz |
CoChief Investment Officer |
(416) 681-6000 |
WM |
pzaltz@gluskinsheff.com |
questions@gluskinsheff.com |
333 Bay Street Suite 5100 |
Toronto |
ON |
M5H 2R2 |
Canada |
North America |
https://www.linkedin.com/in/peter-zaltz-1061a822/ |
|
1.984 |
$8.7 billion |
|
https://www.linkedin.com/company/gluskin-sheff---associates/ |
https://www.gluskinsheff.com |
Gluskin Sheff + Associates Inc. is one of Canada’s pre-eminent wealth management firms. Founded in 1984 and serving high net worth private clients and institutional investors, we are dedicated to meeting the needs of our clients by delivering strong, risk-adjusted returns together with the highest level of personalized client service. |
|
| GM Advisory Group, Inc. |
Frank |
Marzano |
Managing Principal |
(631) 227-3900 |
WM |
fmarzano@gmadvisorygroup.com |
info@gmadvisorygroup.com |
400 Broadhollow Road, Suite 301 |
Melville |
NY |
11747 |
United States of America |
North America |
https://www.linkedin.com/in/frank-marzano-0578a6150/ |
|
2.004 |
$690M |
https://www.linkedin.com/company/gmadvisorygroup/ |
https://www.linkedin.com/company/gmadvisorygroup/ |
https://gmadvisorygroup.com/ |
GM Advisory Group is an independent wealth management firm with a mission to provide its clients peace of mind through a deeply personal, collaborative approach to financial planning and investment advice. Our team of professionals works closely with every client to navigate challenges and opportunities with impact to their portfolios and in their everyday lives. By placing people and relationships at the center of what we do, we aspire to meet every wealth management need with exceptional service, making GMAG the first call for our clients when they make—or anyone they care about makes—a decision with significant effect on their lives, especially related to finances. |
|
| GM Advisory Group, Inc. |
Stephen |
Raneri |
Chief Investment Officer |
(631) 227-3900 |
WM |
sraneri@gmadvisorygroup.com |
info@gmadvisorygroup.com |
400 Broadhollow Road, Suite 301 |
Melville |
NY |
11747 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-raneri-733509b/ |
|
2.004 |
$690M |
https://www.linkedin.com/company/gmadvisorygroup/ |
https://www.linkedin.com/company/gmadvisorygroup/ |
https://gmadvisorygroup.com/ |
GM Advisory Group is an independent wealth management firm with a mission to provide its clients peace of mind through a deeply personal, collaborative approach to financial planning and investment advice. Our team of professionals works closely with every client to navigate challenges and opportunities with impact to their portfolios and in their everyday lives. By placing people and relationships at the center of what we do, we aspire to meet every wealth management need with exceptional service, making GMAG the first call for our clients when they make—or anyone they care about makes—a decision with significant effect on their lives, especially related to finances. |
|
| GM Wealth Group |
Stephanie |
Groschup |
Managing Partner |
(214) 382-4433 |
WM |
sgroschup@gmwealthllc.com |
info@gmwealthllc.com |
901 Main Street Suite 6500 |
Dallas |
TX |
75202 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-groschup/ |
|
2.010 |
|
|
https://www.linkedin.com/company/gm-wealth-group-llc/ |
http://www.gmwealthllc.com/ |
Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client’s distinct financial situation. |
|
| GM Wealth Group |
Carolyn |
Martin |
Managing Partner |
(214) 382-4433 |
WM |
cmartin@gmwealthllc.com |
info@gmwealthllc.com |
901 Main Street Suite 6500 |
Dallas |
TX |
75202 |
United States of America |
North America |
https://www.linkedin.com/in/carolyn-e-martin-58381932/ |
|
2.010 |
|
|
https://www.linkedin.com/company/gm-wealth-group-llc/ |
http://www.gmwealthllc.com/ |
Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client’s distinct financial situation. |
|
| GM Wealth Group |
Pamela |
Reyes |
Director of Operations |
(214) 382-4433 |
WM |
preyes@gmwealthllc.com |
info@gmwealthllc.com |
901 Main Street Suite 6500 |
Dallas |
TX |
75202 |
United States of America |
North America |
http://www.linkedin.com/in/pamela-reyes-03279420 |
|
2.010 |
|
|
https://www.linkedin.com/company/gm-wealth-group-llc/ |
http://www.gmwealthllc.com/ |
Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client’s distinct financial situation. |
|
| GMD Wealth Management Ltd |
Lily |
Tam |
Director and CEO of GET MDream Wealth Management Limited |
(852) 2236-6999 |
WM |
info@gdwm.com.hk |
info@gdwm.com.hk |
Room 501-4, 5/F, Harcourt House, 39 Gloucester Road |
Wan Chai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/lily-tam-2b9354166/ |
|
2.003 |
|
|
https://www.linkedin.com/company/get-mdream-wealth-management-ltd/about/ |
http://www.gdwm.com.hk |
GET MDREAM Wealth Management Limited (Hereinafter refer to GMD) is established to provide institutional and individual customers in Asia with overall financial planning and portfolio management services.
GMD is licensed with PIBA as an Insurance broker (No. M-0266) and registered as a MPF Corporate Intermediary at the Mandatory Provident Fund Schemes Authority (Registration No. IC000579). We are positioned as an independent financial advisor, aiming at providing professional, impartial and overall financial planning services. With customers as top priority, we strive to offer professional financial planning and consulting services. |
|
| GMT Wealth Management |
Martin |
Trail |
Wealth Management Advisor |
(208) 892-5724 |
WM |
martin.trail@nm.com |
julie.trail@nm.com |
408 S Jefferson St., Suite 101 |
Moscow |
ID |
83843 |
United States of America |
North America |
https://www.linkedin.com/in/martin-trail-9578b075/ |
|
|
|
|
|
http://trailswiftfinancial.nm.com/ |
Trail & Swift Financial is a multi-generational financial planning firm that helps families and businesses organize their financial lives around the values that are most important to them. Using an integrated planning approach that coordinates investment and insurance expertise, our team is uniquely positioned to help our clients develop a sense of direction for their financial future. |
|
| GMT Wealth Management |
Annette |
Bieghler |
Wealth Management Advisor |
(208) 892-5724 |
WM |
annette.bieghler@nm.com |
julie.trail@nm.com |
408 S Jefferson St., Suite 101 |
Moscow |
ID |
83843 |
United States of America |
North America |
|
|
|
|
|
|
http://trailswiftfinancial.nm.com/ |
Trail & Swift Financial is a multi-generational financial planning firm that helps families and businesses organize their financial lives around the values that are most important to them. Using an integrated planning approach that coordinates investment and insurance expertise, our team is uniquely positioned to help our clients develop a sense of direction for their financial future. |
|
| GMT Wealth Management |
Justin |
Swift |
Wealth Management Advisor |
(208) 892-5724 |
WM |
justin.swift@nm.com |
julie.trail@nm.com |
408 S Jefferson St., Suite 101 |
Moscow |
ID |
83843 |
United States of America |
North America |
https://www.linkedin.com/in/justin-swift-78929a89/ |
|
|
|
|
|
http://trailswiftfinancial.nm.com/ |
Trail & Swift Financial is a multi-generational financial planning firm that helps families and businesses organize their financial lives around the values that are most important to them. Using an integrated planning approach that coordinates investment and insurance expertise, our team is uniquely positioned to help our clients develop a sense of direction for their financial future. |
|
| Gofen and Glossberg, LLC |
Alex |
Wang |
Principal and Chief Information Officer |
(312) 828-1521 |
WM |
awang@gofen.com |
info@gofen.com |
455 N. Cityfront Plaza Dr Suite 3200 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/alex-wang-5509851b/ |
|
1.932 |
$3,747 million |
|
https://www.linkedin.com/company/gofen-&-glossberg/ |
http://www.gofen.com/ |
Founded in 1932, Gofen and Glossberg, L.L.C. provides investment guidance to individuals, families, foundations, endowments, companies and pension plans. Based in Chicago, the firm manages more than $4B in assets. Our successful long-term approach to wealth management is shaped by the personal and collaborative relationships we have formed with clients and their families across generations. We custom-tailor an investment strategy to address each client's objectives. As an independent investment counsellor, our only commitment is to our clients and their best interests. Personal attention and service are the hallmarks of our firm. |
|
| Gofen and Glossberg, LLC |
William |
Harold Gofen |
Principal and Portfolio Manager |
(312) 832-1511 |
WM |
bgofen@gofen.com |
info@gofen.com |
455 N. Cityfront Plaza Dr Suite 3200 |
Chicago |
IL |
60611 |
United States of America |
North America |
|
|
1.932 |
$3,747 million |
|
https://www.linkedin.com/company/gofen-&-glossberg/ |
http://www.gofen.com/ |
Founded in 1932, Gofen and Glossberg, L.L.C. provides investment guidance to individuals, families, foundations, endowments, companies and pension plans. Based in Chicago, the firm manages more than $4B in assets. Our successful long-term approach to wealth management is shaped by the personal and collaborative relationships we have formed with clients and their families across generations. We custom-tailor an investment strategy to address each client's objectives. As an independent investment counsellor, our only commitment is to our clients and their best interests. Personal attention and service are the hallmarks of our firm. |
|
| Gofen and Glossberg, LLC |
James |
Gordon Borovsky |
Principal and Portfolio Manager |
(312) 828-1100 |
WM |
jborovsky@gofen.com |
info@gofen.com |
455 N. Cityfront Plaza Dr Suite 3200 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jim-borovsky-83200611/ |
|
1.932 |
$3,747 million |
|
https://www.linkedin.com/company/gofen-&-glossberg/ |
http://www.gofen.com/ |
Founded in 1932, Gofen and Glossberg, L.L.C. provides investment guidance to individuals, families, foundations, endowments, companies and pension plans. Based in Chicago, the firm manages more than $4B in assets. Our successful long-term approach to wealth management is shaped by the personal and collaborative relationships we have formed with clients and their families across generations. We custom-tailor an investment strategy to address each client's objectives. As an independent investment counsellor, our only commitment is to our clients and their best interests. Personal attention and service are the hallmarks of our firm. |
|
| Gofen and Glossberg, LLC |
Michael |
Stelmacki |
Principal and Director of Research |
(312) 828-1560 |
WM |
mstelmacki@gofen.com |
info@gofen.com |
455 N. Cityfront Plaza Dr Suite 3200 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/michael-stelmacki-b1605614/ |
|
1.932 |
$3,747 million |
|
https://www.linkedin.com/company/gofen-&-glossberg/ |
http://www.gofen.com/ |
Founded in 1932, Gofen and Glossberg, L.L.C. provides investment guidance to individuals, families, foundations, endowments, companies and pension plans. Based in Chicago, the firm manages more than $4B in assets. Our successful long-term approach to wealth management is shaped by the personal and collaborative relationships we have formed with clients and their families across generations. We custom-tailor an investment strategy to address each client's objectives. As an independent investment counsellor, our only commitment is to our clients and their best interests. Personal attention and service are the hallmarks of our firm. |
|
| Gofen and Glossberg, LLC |
Joseph |
Berkson Glossberg |
Principal and Portfolio Manager |
(312) 832-1512 |
WM |
jglossberg@gofen.com |
info@gofen.com |
455 N. Cityfront Plaza Dr Suite 3200 |
Chicago |
IL |
60611 |
United States of America |
North America |
|
|
1.932 |
$3,747 million |
|
https://www.linkedin.com/company/gofen-&-glossberg/ |
http://www.gofen.com/ |
Founded in 1932, Gofen and Glossberg, L.L.C. provides investment guidance to individuals, families, foundations, endowments, companies and pension plans. Based in Chicago, the firm manages more than $4B in assets. Our successful long-term approach to wealth management is shaped by the personal and collaborative relationships we have formed with clients and their families across generations. We custom-tailor an investment strategy to address each client's objectives. As an independent investment counsellor, our only commitment is to our clients and their best interests. Personal attention and service are the hallmarks of our firm. |
|
| Gold Coast Wealth Management |
Jeffrey |
Seltzer |
Wealth Advisor and Founding Partner |
(954) 642-5809 |
WM |
jeff@gcwlth.com |
jeff@gcwlth.com |
1937 East Atlantic Boulevard, Suite 101 |
Pompano Beach |
FL |
33060 |
United States of America |
North America |
https://www.linkedin.com/in/jeffsseltzer/ |
|
1.994 |
|
|
|
https://www.gcwealthmanagement.com/ |
Jeffrey Seltzer Wealth Advisor and Founding Partner Jeffrey Seltzer has been helping his clients plan for retirement and retirement income planning as his specialty for over 25 years. As an independent financial planner Jeffrey prides.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. |
|
| Golden Equator Wealth |
Grace |
Chiong |
Group COO |
65 6887 8124 |
WM |
grace.chiong@goldenequator.com |
|
3 Fraser Street, #05 – 28 Duo Tower |
Singapore |
|
189352 |
Singapore |
Asia |
https://www.linkedin.com/in/gracechiong/ |
|
|
|
|
https://www.linkedin.com/company/golden-equator/?originalSubdomain=sg |
https://www.goldenequatorwealth.com/ |
We are a multi-family office based in Singapore that offers tailored solutions to maximise and preserve your wealth, while attending to your business and lifestyle needs. We are committed to delivering long-term value to you and your legacy. |
|
| Golden Equator Wealth |
Daren |
Tan |
Managing Partner |
65 6887 8124 |
WM |
daren.tan@goldenequator.com |
|
3 Fraser Street, #05 – 28 Duo Tower |
Singapore |
|
189352 |
Singapore |
Asia |
https://www.linkedin.com/in/darentan/ |
|
|
|
|
https://www.linkedin.com/company/golden-equator/?originalSubdomain=sg |
https://www.goldenequatorwealth.com/ |
We are a multi-family office based in Singapore that offers tailored solutions to maximise and preserve your wealth, while attending to your business and lifestyle needs. We are committed to delivering long-term value to you and your legacy. |
|
| Golden Equator Wealth |
Joe |
Lin |
Director, Investments |
65 6887 8124 |
WM |
joe.lin@goldenequator.com |
|
3 Fraser Street, #05 – 28 Duo Tower |
Singapore |
|
189352 |
Singapore |
Asia |
https://www.linkedin.com/in/joe-lin-22115724/ |
|
|
|
|
https://www.linkedin.com/company/golden-equator/?originalSubdomain=sg |
https://www.goldenequatorwealth.com/ |
We are a multi-family office based in Singapore that offers tailored solutions to maximise and preserve your wealth, while attending to your business and lifestyle needs. We are committed to delivering long-term value to you and your legacy. |
|
| Golden Gate Financial Partners |
Hank |
Korngut |
Managing Director - Wealth Planner |
(415) 399-0314 |
WM |
hkorngut@americanportfolios.com |
|
580 California St., Suite 1200 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/hank-korngut-cdfa-cws-iar-2593933b/ |
|
2.004 |
|
|
https://www.linkedin.com/company/golden-gate-financial-partners |
https://ggfpartners.com/ |
For over 25 years we have worked alongside families so that they can successfully address their distinct range of financial issues and achieve their aspirations. Our focus and expertise centers on managing, preserving, and maximizing the family wealth of our clientele.
Being an independent wealth-planning firm, we create an individualized, long-term plan based upon your current needs and vision for your family’s future. As architects of your wealth plan, we partner with your tax preparers and legal advisors to construct your family’s unique financial strategy. Whether your concern is outliving your savings, preparing for the rising cost of healthcare, not burdening future generations, or developing a lasting philanthropic legacy, GGF Partners is focused on your goals.
In wealth planning, the ability to connect the dots and weather unpredictable changes is paramount. We are ready to work with you to develop an agile and flexible blueprint to address today’s concerns and tomorrow’s hopes. |
|
| Golden Gate Wealth Management |
Abu |
Farukh |
Managing Director, SVP Investments, Financial Advisor |
(415) 538-5719 |
WM |
Abu.Farukh@RaymondJames.com |
|
575 Market Street, Suite 3900 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/abufarukh/ |
|
|
$294 million |
|
|
http://www.goldengatewealthmanagement.com/ |
As you journey through life, building on your career or business success, questions may arise regarding your financial matters. The accumulation of wealth can often be accompanied by financial complexities. We serve as your financial guides, partnering with you to ensure you are on the right path and able to avoid potential challenges along the way. We’re here for you through every market cycle and each stage of your life – helping you pursue the vision you have for your future and your family. |
|
| Golden Gate Wealth Management |
Misty |
Farukh |
AVP, Investments |
(415) 538-5715 |
WM |
Misty.Farukh@RaymondJames.com |
|
575 Market Street, Suite 3900 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/mistyfarukh/ |
|
|
$294 million |
|
|
http://www.goldengatewealthmanagement.com/ |
As you journey through life, building on your career or business success, questions may arise regarding your financial matters. The accumulation of wealth can often be accompanied by financial complexities. We serve as your financial guides, partnering with you to ensure you are on the right path and able to avoid potential challenges along the way. We’re here for you through every market cycle and each stage of your life – helping you pursue the vision you have for your future and your family. |
|
| Goldstein Munger and Associates |
Richard |
Goldstein |
Principal |
(925) 552-1400 |
WM |
rich@goldsteinmunger.com |
gma-inquiries@goldsteinmunger.com |
18 Crow Canyon Court, Suite 250 |
San Ramon |
CA |
94583-1669 |
United States of America |
North America |
https://www.linkedin.com/in/richard-goldstein-a1b898/ |
|
|
$570M |
|
|
https://www.goldsteinmunger.com/ |
Wealth means different things to different people. To some wealth means leaving a legacy; to others, it is about caring for their families; to many it relates to giving back through philanthropy; the list goes on. Our approach is to discover what wealth means to you and develop and apply custom financial strategies to help make your goals a reality. No matter what wealth means to you, we make it our mission to care about our clients achieving the peace of mind that comes with protecting what they have and planning for their future. |
|
| Goldstein Munger and Associates |
Robert |
Munger |
Principal |
(925) 552-1400 |
WM |
bob@goldsteinmunger.com |
gma-inquiries@goldsteinmunger.com |
18 Crow Canyon Court, Suite 250 |
San Ramon |
CA |
94583-1669 |
United States of America |
North America |
https://www.linkedin.com/in/bob-munger-845769a/ |
|
|
$570M |
|
|
https://www.goldsteinmunger.com/ |
Wealth means different things to different people. To some wealth means leaving a legacy; to others, it is about caring for their families; to many it relates to giving back through philanthropy; the list goes on. Our approach is to discover what wealth means to you and develop and apply custom financial strategies to help make your goals a reality. No matter what wealth means to you, we make it our mission to care about our clients achieving the peace of mind that comes with protecting what they have and planning for their future. |
|
| Good Life Wealth Management LLC |
Scott |
Stratton |
Founder |
(214) 478-3398 |
WM |
scott@goodlifewealth.com |
|
5936, 17401 Oakinngton CT |
Dallas |
TX |
75252 |
United States of America |
North America |
https://www.linkedin.com/in/scott-stratton-cfp®-cfa-52699961/ |
|
2.014 |
|
|
https://www.linkedin.com/company/good-life-wealth-management-llc/ |
https://goodlifewealth.com |
Good Life Wealth Management is a registered investment advisor in Dallas, Texas. We work with individual investors to create a comprehensive financial plan that is tailored to their unique situation. Our plans may include cash flow analysis, retirement planning, investment management, estate planning, risk management, tax planning, employee benefits, and college funding. |
|
| Goodreid Investment Counsel |
Gordon |
Reid |
President & CEO |
(416) 364-0890 |
WM |
gareid@goodreid.com |
info@goodreid.com |
87 Front Street East 2nd Floor |
Toronto |
ON |
M5E 1B8 |
Canada |
North America |
https://www.linkedin.com/in/gordon-reid-2167a72/ |
|
2.000 |
|
|
https://www.linkedin.com/company/goodreid-investment-counsel/ |
http://www.goodreid.com |
Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions. We offer a managed portfolio approach enabling us to provide investment solutions for individual clients, as well as pensions, estates, trusts, corporations, charitable and endowment funds, and all types of registered plans, including RRSPs, RRIFs, and TFSAs. |
|
| Goodreid Investment Counsel |
D Antony |
Brebner |
Chairman |
(416) 364-0890 |
WM |
tbrebner@goodreid.com |
info@goodreid.com |
87 Front Street East 2nd Floor |
Toronto |
ON |
M5E 1B8 |
Canada |
North America |
https://www.linkedin.com/in/tony-brebner-a83a481a/ |
|
2.000 |
|
|
https://www.linkedin.com/company/goodreid-investment-counsel/ |
http://www.goodreid.com |
Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions. We offer a managed portfolio approach enabling us to provide investment solutions for individual clients, as well as pensions, estates, trusts, corporations, charitable and endowment funds, and all types of registered plans, including RRSPs, RRIFs, and TFSAs. |
|
| Goodreid Investment Counsel |
Brian |
Madden |
SVP, Portfolio Manager |
(416) 364-0890 |
WM |
bmadden@goodreid.com |
info@goodreid.com |
87 Front Street East 2nd Floor |
Toronto |
ON |
M5E 1B8 |
Canada |
North America |
https://www.linkedin.com/in/brianjmadden/ |
|
2.000 |
|
|
https://www.linkedin.com/company/goodreid-investment-counsel/ |
http://www.goodreid.com |
Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions. We offer a managed portfolio approach enabling us to provide investment solutions for individual clients, as well as pensions, estates, trusts, corporations, charitable and endowment funds, and all types of registered plans, including RRSPs, RRIFs, and TFSAs. |
|
| Goodstein Wealth Management, LLC |
Alan |
Goodstein |
President |
(818) 995-3500 |
WM |
alan@Goodsteinwealth.com |
|
15760 Ventura Blvd., Suite 1520 |
Encino |
CA |
91436 |
United States of America |
North America |
https://www.linkedin.com/in/alan-goodstein-761a5723/ |
|
2.001 |
|
|
|
https://www.goodsteinwealthmanagement.com/ |
Goodstein Wealth Management LLC delivers financial planning assistance in the following areas:
> Comprehensive Financial Planning
> Goal setting, budgeting, and saving
> Risk management, and insurance planning
> Tax planning
> Retirement planning
> Estate planning
> Investment management
Goodstein Wealth Management's clientele is about equally divided among retirees, “baby boomers” in their peak earning years, and young up-and-coming families. About a third of our clients are business owners. The rest are teachers, professors, professionals, CPA's,attorneys, retirees, and many in the entertainment industry. |
|
| Goodstein Wealth Management, LLC |
Matthew |
Murawski |
Financial Planner |
(818) 995-3500 |
WM |
matthew@Goodsteinwealth.com |
|
15760 Ventura Blvd., Suite 1520 |
Encino |
CA |
91436 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-murawski-92444366/ |
|
2.001 |
|
|
|
https://www.goodsteinwealthmanagement.com/ |
Goodstein Wealth Management LLC delivers financial planning assistance in the following areas:
> Comprehensive Financial Planning
> Goal setting, budgeting, and saving
> Risk management, and insurance planning
> Tax planning
> Retirement planning
> Estate planning
> Investment management
Goodstein Wealth Management's clientele is about equally divided among retirees, “baby boomers” in their peak earning years, and young up-and-coming families. About a third of our clients are business owners. The rest are teachers, professors, professionals, CPA's,attorneys, retirees, and many in the entertainment industry. |
|
| Goodwood Inc. |
Peter |
Puccetti |
Chairman and Chief Investment Officer |
(416) 203-2022 |
WM |
ppuccetti@goodwoodfunds.com |
invest@goodwoodfunds.com |
212 King Street West Suite 200 |
Toronto |
ON |
M5H 1K5 |
Canada |
North America |
https://www.linkedin.com/in/peter-puccetti-cfa-4a790145/ |
|
1.996 |
$0.3 billion |
|
https://www.linkedin.com/company/goodwood-inc- |
http://www.goodwoodfunds.com |
Goodwood is a Toronto-based independent investment management firm that has provided institutional and high-net-worth clients with alternative investment strategies for 20 years. The firm’s senior investment team uses their unique, company specific, value oriented investment approach, with a strong focus on equity special events and credit opportunities. Our approach is focused on the preservation of capital through extensive and rigorous investment analysis on a position and portfolio basis. |
|
| Goodwood Inc. |
Curt |
Cumming |
President |
(416) 203-2522 |
WM |
cscumming@goodwoodfunds.com |
invest@goodwoodfunds.com |
212 King Street West Suite 200 |
Toronto |
ON |
M5H 1K5 |
Canada |
North America |
https://www.linkedin.com/in/curt-cumming-19b01522/ |
|
1.996 |
$0.3 billion |
|
https://www.linkedin.com/company/goodwood-inc- |
http://www.goodwoodfunds.com |
Goodwood is a Toronto-based independent investment management firm that has provided institutional and high-net-worth clients with alternative investment strategies for 20 years. The firm’s senior investment team uses their unique, company specific, value oriented investment approach, with a strong focus on equity special events and credit opportunities. Our approach is focused on the preservation of capital through extensive and rigorous investment analysis on a position and portfolio basis. |
|
| Goodwood Inc. |
Katie |
Sherkey |
VP, CCO |
(416) 203-2012 |
WM |
ksherkey@goodwoodfunds.com |
invest@goodwoodfunds.com |
212 King Street West Suite 200 |
Toronto |
ON |
M5H 1K5 |
Canada |
North America |
https://www.linkedin.com/in/katie-sherkey-cfa-5537b326/ |
|
1.996 |
$0.3 billion |
|
https://www.linkedin.com/company/goodwood-inc- |
http://www.goodwoodfunds.com |
Goodwood is a Toronto-based independent investment management firm that has provided institutional and high-net-worth clients with alternative investment strategies for 20 years. The firm’s senior investment team uses their unique, company specific, value oriented investment approach, with a strong focus on equity special events and credit opportunities. Our approach is focused on the preservation of capital through extensive and rigorous investment analysis on a position and portfolio basis. |
|
| Goodwood Inc. |
Sarah |
Van Aaken |
VP, CCO |
(416) 203-2012 |
WM |
svanaaken@goodwoodfunds.com |
invest@goodwoodfunds.com |
212 King Street West Suite 200 |
Toronto |
ON |
M5H 1K5 |
Canada |
North America |
|
|
1.996 |
$0.3 billion |
|
https://www.linkedin.com/company/goodwood-inc- |
http://www.goodwoodfunds.com |
Goodwood is a Toronto-based independent investment management firm that has provided institutional and high-net-worth clients with alternative investment strategies for 20 years. The firm’s senior investment team uses their unique, company specific, value oriented investment approach, with a strong focus on equity special events and credit opportunities. Our approach is focused on the preservation of capital through extensive and rigorous investment analysis on a position and portfolio basis. |
|
| Goodworth Kitchie & Associates |
Neil |
Kitchie |
Principal |
(312) 923-8700 |
WM |
neil.kitchie@lpl.com |
|
410 West Grand Avenue |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/neil-kitchie-7790b133/ |
|
1.996 |
|
|
https://www.linkedin.com/company/goodworth-kitchie-&-associates/ |
https://www.goodworthkitchie.com/ |
Goodworth Kitchie & Associates is a Chicago-based wealth management firm committed to providing unbiased investment guidance with our clients’ life goals in mind. |
|
| Goodworth Kitchie & Associates |
Paul |
Goodworth |
Partner |
(312) 923-8700 |
WM |
paul.goodworth@lpl.com |
|
410 West Grand Avenue |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/paul-goodworth-38316922/ |
|
1.996 |
|
|
https://www.linkedin.com/company/goodworth-kitchie-&-associates/ |
https://www.goodworthkitchie.com/ |
Goodworth Kitchie & Associates is a Chicago-based wealth management firm committed to providing unbiased investment guidance with our clients’ life goals in mind. |
|
| Goodworth Kitchie & Associates |
Anahi |
Gasse |
Operations Manager |
(312) 923-8700 ext 223 |
WM |
anahi.gasse@lpl.com |
|
410 West Grand Avenue |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/anahí-gasse-54514056/ |
|
1.996 |
|
|
https://www.linkedin.com/company/goodworth-kitchie-&-associates/ |
https://www.goodworthkitchie.com/ |
Goodworth Kitchie & Associates is a Chicago-based wealth management firm committed to providing unbiased investment guidance with our clients’ life goals in mind. |
|
| Goodworth Wealth Management, LLC |
Paul |
Goodworth |
Financial Advisor |
(312) 598-3510 |
WM |
Paul.Goodworth@lpl.com |
|
120 South State Street, 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/paul-goodworth-38316922/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/goodworth-wealth-management/ |
https://www.goodworthwealthmanagement.com/ |
Goodworth Wealth Management is a Chicago-based wealth management firm committed to providing objective investment guidance with our clients’ life goals in mind. Our business has been two core disciplines: Retirement Plan and Individual Wealth Services. We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service. We believe our wealth managed clients appreciate our competent and experienced teams’ ability to construct a financial game plan that is both strategic for the long term and tactical for short term essentials. For our retirement plan clients, we act in an investment fiduciary role for both the plan sponsor and the individual participant. A commonsense approach to managing one’s wealth applies to all our relationships. |
|
| Goodworth Wealth Management, LLC |
Kevin |
Kehres |
Wealth Management Assistant |
(312) 598-3510 |
WM |
Kevin.Kehres@LPL.com |
|
120 South State Street, 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-kehres-cfa-2892051/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/goodworth-wealth-management/ |
https://www.goodworthwealthmanagement.com/ |
Goodworth Wealth Management is a Chicago-based wealth management firm committed to providing objective investment guidance with our clients’ life goals in mind. Our business has been two core disciplines: Retirement Plan and Individual Wealth Services. We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service. We believe our wealth managed clients appreciate our competent and experienced teams’ ability to construct a financial game plan that is both strategic for the long term and tactical for short term essentials. For our retirement plan clients, we act in an investment fiduciary role for both the plan sponsor and the individual participant. A commonsense approach to managing one’s wealth applies to all our relationships. |
|
| Goodworth Wealth Management, LLC |
Rick |
Dowdle |
Marketing Associate |
(312) 598-3510 |
WM |
Rick.Dowdle@lpl.com |
|
120 South State Street, 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/rick-dowdle-a3974511/ |
|
1.996 |
$1B |
|
https://www.linkedin.com/company/goodworth-wealth-management/ |
https://www.goodworthwealthmanagement.com/ |
Goodworth Wealth Management is a Chicago-based wealth management firm committed to providing objective investment guidance with our clients’ life goals in mind. Our business has been two core disciplines: Retirement Plan and Individual Wealth Services. We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service. We believe our wealth managed clients appreciate our competent and experienced teams’ ability to construct a financial game plan that is both strategic for the long term and tactical for short term essentials. For our retirement plan clients, we act in an investment fiduciary role for both the plan sponsor and the individual participant. A commonsense approach to managing one’s wealth applies to all our relationships. |
|
| Goodworth Wealth Management, LLC |
Charlie |
Bolton |
Operations Manager |
(312) 598-3510 |
WM |
C.Bolton@lpl.com |
|
120 South State Street, 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
|
|
1.996 |
$1B |
|
https://www.linkedin.com/company/goodworth-wealth-management/ |
https://www.goodworthwealthmanagement.com/ |
Goodworth Wealth Management is a Chicago-based wealth management firm committed to providing objective investment guidance with our clients’ life goals in mind. Our business has been two core disciplines: Retirement Plan and Individual Wealth Services. We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service. We believe our wealth managed clients appreciate our competent and experienced teams’ ability to construct a financial game plan that is both strategic for the long term and tactical for short term essentials. For our retirement plan clients, we act in an investment fiduciary role for both the plan sponsor and the individual participant. A commonsense approach to managing one’s wealth applies to all our relationships. |
|
| Goodworth Wealth Management, LLC |
Brad |
Taylor |
Administrative Assistant |
(980) 264-8996 |
WM |
brad.taylor@lpl.com |
|
120 South State Street, 3rd Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
|
|
1.996 |
$1B |
|
https://www.linkedin.com/company/goodworth-wealth-management/ |
https://www.goodworthwealthmanagement.com/ |
Goodworth Wealth Management is a Chicago-based wealth management firm committed to providing objective investment guidance with our clients’ life goals in mind. Our business has been two core disciplines: Retirement Plan and Individual Wealth Services. We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service. We believe our wealth managed clients appreciate our competent and experienced teams’ ability to construct a financial game plan that is both strategic for the long term and tactical for short term essentials. For our retirement plan clients, we act in an investment fiduciary role for both the plan sponsor and the individual participant. A commonsense approach to managing one’s wealth applies to all our relationships. |
|
| Goss Wealth Management, LLC |
Alex |
Goss |
President |
(225) 930-4677 |
WM |
alex@gosswm.com |
|
6300 Corporate Boulevard, Suite 120 |
Baton Rouge |
LA |
70809 |
United States of America |
North America |
https://www.linkedin.com/in/alexgoss/ |
|
2.009 |
|
|
|
https://www.gosswealthmanagement.com/ |
We believe in doing good work by helping others and by sticking with our values, we have seen our business be successful, First and foremost, we’re dedicated to delivering the following values to our clients:
* Transparency: We try to be as transparent as possible and are always here for our clients and their families. Don’t be afraid to ask questions or look into our processes, we’re happy to show you.
* Trust: For clients, the most important thing is finding an advisor they can trust. Similarly, we only bring on clients we can trust, as well. This mutual agreement is one of the reasons why our relationships with our clients are so strong and often transcend generations. |
|
| Goss Wealth Management, LLC |
Jerry |
Goss |
CEO Managing Director - Investments |
(225) 930-4677 |
WM |
jerry@gosswm.com |
|
6300 Corporate Boulevard, Suite 120 |
Baton Rouge |
LA |
70809 |
United States of America |
North America |
|
|
2.009 |
|
|
|
https://www.gosswealthmanagement.com/ |
We believe in doing good work by helping others and by sticking with our values, we have seen our business be successful, First and foremost, we’re dedicated to delivering the following values to our clients:
* Transparency: We try to be as transparent as possible and are always here for our clients and their families. Don’t be afraid to ask questions or look into our processes, we’re happy to show you.
* Trust: For clients, the most important thing is finding an advisor they can trust. Similarly, we only bring on clients we can trust, as well. This mutual agreement is one of the reasons why our relationships with our clients are so strong and often transcend generations. |
|
| Goss Wealth Management, LLC |
George |
Sins III |
Partner Managing Director - Investments |
(504) 609-3694 |
WM |
george@gosswm.com |
|
858 Camp Street |
New Orleans |
LA |
70130 |
United States of America |
North America |
https://www.linkedin.com/in/george-sins-iii-37289317a/ |
|
2.009 |
|
|
|
https://www.gosswealthmanagement.com/ |
We believe in doing good work by helping others and by sticking with our values, we have seen our business be successful, First and foremost, we’re dedicated to delivering the following values to our clients:
* Transparency: We try to be as transparent as possible and are always here for our clients and their families. Don’t be afraid to ask questions or look into our processes, we’re happy to show you.
* Trust: For clients, the most important thing is finding an advisor they can trust. Similarly, we only bring on clients we can trust, as well. This mutual agreement is one of the reasons why our relationships with our clients are so strong and often transcend generations. |
|
| Goss Wealth Management, LLC |
Matthew |
Duplechain |
Vice President - Investments |
(225) 930-4677 |
WM |
matt@gosswm.com |
|
6300 Corporate Boulevard, Suite 120 |
Baton Rouge |
LA |
70809 |
United States of America |
North America |
|
|
2.009 |
|
|
|
https://www.gosswealthmanagement.com/ |
We believe in doing good work by helping others and by sticking with our values, we have seen our business be successful, First and foremost, we’re dedicated to delivering the following values to our clients:
* Transparency: We try to be as transparent as possible and are always here for our clients and their families. Don’t be afraid to ask questions or look into our processes, we’re happy to show you.
* Trust: For clients, the most important thing is finding an advisor they can trust. Similarly, we only bring on clients we can trust, as well. This mutual agreement is one of the reasons why our relationships with our clients are so strong and often transcend generations. |
|
| Goss Wealth Management, LLC |
Marc |
Clark |
Financial Consultant |
(504) 609-3694 |
WM |
marc@gosswm.com |
|
858 Camp Street |
New Orleans |
LA |
70130 |
United States of America |
North America |
https://www.linkedin.com/in/marc-clark-mba-370b37b/ |
|
2.009 |
|
|
|
https://www.gosswealthmanagement.com/ |
We believe in doing good work by helping others and by sticking with our values, we have seen our business be successful, First and foremost, we’re dedicated to delivering the following values to our clients:
* Transparency: We try to be as transparent as possible and are always here for our clients and their families. Don’t be afraid to ask questions or look into our processes, we’re happy to show you.
* Trust: For clients, the most important thing is finding an advisor they can trust. Similarly, we only bring on clients we can trust, as well. This mutual agreement is one of the reasons why our relationships with our clients are so strong and often transcend generations. |
|
| Grandfield & Dodd, LLC |
Cheryl |
Grandfield |
Co-Founder and Principal |
(212) 477-9626 Ext. 11 |
WM |
cheryl@grandfield-dodd.com |
info@grandfield-dodd.com |
40 Wall Street, Suite 4700 |
New York |
NY |
10005 |
United States of America |
North America |
|
|
2.001 |
$1B |
|
https://www.linkedin.com/company/grandfield-&-dodd-llc/ |
http://www.grandfield-dodd.com/ |
Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts. Our objective is to preserve and enhance the real purchasing power of our clients’ wealth over time, principally through the ownership of publicly traded stocks and bonds. We work closely with each client to structure diversified investment portfolios which are tailored to their individual requirements, goals, concerns and circumstances. |
|
| Grandfield & Dodd, LLC |
Richard |
Dodd |
Co-Founder and Principal |
(212) 477-9626 Ext. 10 |
WM |
richard@grandfield-dodd.com |
info@grandfield-dodd.com |
40 Wall Street, Suite 4700 |
New York |
NY |
10005 |
United States of America |
North America |
|
|
2.001 |
$1B |
|
https://www.linkedin.com/company/grandfield-&-dodd-llc/ |
http://www.grandfield-dodd.com/ |
Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts. Our objective is to preserve and enhance the real purchasing power of our clients’ wealth over time, principally through the ownership of publicly traded stocks and bonds. We work closely with each client to structure diversified investment portfolios which are tailored to their individual requirements, goals, concerns and circumstances. |
|
| Grandfield & Dodd, LLC |
Jamal |
Tarafdar |
Vice President |
(212) 477-9626 Ext. 10 |
WM |
jamal@grandfield-dodd.com |
info@grandfield-dodd.com |
40 Wall Street, Suite 4700 |
New York |
NY |
10005 |
United States of America |
North America |
|
|
2.001 |
$1B |
|
https://www.linkedin.com/company/grandfield-&-dodd-llc/ |
http://www.grandfield-dodd.com/ |
Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts. Our objective is to preserve and enhance the real purchasing power of our clients’ wealth over time, principally through the ownership of publicly traded stocks and bonds. We work closely with each client to structure diversified investment portfolios which are tailored to their individual requirements, goals, concerns and circumstances. |
|
| Grandfield & Dodd, LLC |
Anish |
Philip |
Client Service Administrator |
(212) 477-9626 Ext. 10 |
WM |
anish@grandfield-dodd.com |
info@grandfield-dodd.com |
40 Wall Street, Suite 4700 |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/anish-philip-mba-64780020/ |
|
2.001 |
$1B |
|
https://www.linkedin.com/company/grandfield-&-dodd-llc/ |
http://www.grandfield-dodd.com/ |
Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts. Our objective is to preserve and enhance the real purchasing power of our clients’ wealth over time, principally through the ownership of publicly traded stocks and bonds. We work closely with each client to structure diversified investment portfolios which are tailored to their individual requirements, goals, concerns and circumstances. |
|
| Grandview Asset Management, LLC |
William |
Parker |
Chief Executive Officer |
(717) 541-1000 |
WM |
wparker@grandviewadvisor.com |
BMyers@Grandviewadvisor.com |
4200 Crums Mill Road, Second Floor |
Harrisburg |
PA |
17112 |
United States of America |
North America |
https://www.linkedin.com/in/wparkergam/ |
|
|
$138M |
|
|
https://www.grandviewassetmanagement.com/ |
GrandView Asset Management is committed to helping you work towards achieving all of your financial goals for retirement. With over 55 years of experience in financial services, we can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term with our commitment to excellence in everything we do.
As your financial advisor, we consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards a secure future. We provide impeccable financial management services to help reduce taxes and preserve assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime. If your feeling financially overwhelmed, getting your finances together can be a tough chore that most people continue to push off, year after year. As a financial management company, we’re committed to building long term relationships with each of our clients. |
|
| Grandview Asset Management, LLC |
Bruce |
Smith |
Investment Advisor |
(717) 541-1000 |
WM |
dow.snp@gmail.com |
BMyers@Grandviewadvisor.com |
4200 Crums Mill Road, Second Floor |
Harrisburg |
PA |
17112 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-a-smith-mba-aif-5a1b62a7/ |
|
|
$138M |
|
|
https://www.grandviewassetmanagement.com/ |
GrandView Asset Management is committed to helping you work towards achieving all of your financial goals for retirement. With over 55 years of experience in financial services, we can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term with our commitment to excellence in everything we do.
As your financial advisor, we consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards a secure future. We provide impeccable financial management services to help reduce taxes and preserve assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime. If your feeling financially overwhelmed, getting your finances together can be a tough chore that most people continue to push off, year after year. As a financial management company, we’re committed to building long term relationships with each of our clients. |
|
| Grandview Asset Management, LLC |
Shari |
Stewart |
VP Operations & Office Manager |
(717) 541-1000 |
WM |
sstewart@grandviewadvisor.com |
BMyers@Grandviewadvisor.com |
4200 Crums Mill Road, Second Floor |
Harrisburg |
PA |
17112 |
United States of America |
North America |
|
|
|
$138M |
|
|
https://www.grandviewassetmanagement.com/ |
GrandView Asset Management is committed to helping you work towards achieving all of your financial goals for retirement. With over 55 years of experience in financial services, we can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term with our commitment to excellence in everything we do.
As your financial advisor, we consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards a secure future. We provide impeccable financial management services to help reduce taxes and preserve assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime. If your feeling financially overwhelmed, getting your finances together can be a tough chore that most people continue to push off, year after year. As a financial management company, we’re committed to building long term relationships with each of our clients. |
|
| Granite Bay Wealth Management, LLC |
Joseph |
Skees |
Registered Principal & Managing Partner |
(603) 610-8881 |
WM |
jskees@granitebaywm.com |
|
767 Islington Street, Suite 1-D |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-skees-338503b/ |
|
2.006 |
$203M |
|
|
https://granitebaywm.com/ |
Granite Bay Wealth Management, a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. |
|
| Granite Bay Wealth Management, LLC |
Paul |
Stanley |
Managing Partner |
(603) 610-8881 |
WM |
pstanley@granitebaywm.com |
|
767 Islington Street, Suite 1-D |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/paul-s-81a196b/ |
|
2.006 |
$203M |
|
|
https://granitebaywm.com/ |
Granite Bay Wealth Management, a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. |
|
| Granite Bay Wealth Management, LLC |
Nathaniel |
Cary |
Vice President |
(603) 610-8881 |
WM |
ncary@granitebaywm.com |
|
767 Islington Street, Suite 1-D |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/nathaniel-b-cary-2425626/ |
|
2.006 |
$203M |
|
|
https://granitebaywm.com/ |
Granite Bay Wealth Management, a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. |
|
| Granite Bay Wealth Management, LLC |
Alisha |
Roberts |
Director |
(603) 610-8881 |
WM |
aroberts@granitebaywm.com |
|
767 Islington Street, Suite 1-D |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.006 |
$203M |
|
|
https://granitebaywm.com/ |
Granite Bay Wealth Management, a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. |
|
| Granite Bay Wealth Management, LLC |
Sharon |
Brown |
Director |
(603) 610-8881 |
WM |
sbrown@granitebaywm.com |
|
767 Islington Street, Suite 1-D |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.006 |
$203M |
|
|
https://granitebaywm.com/ |
Granite Bay Wealth Management, a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. |
|
| Granite Bay Wealth Management, LLC |
Joshua |
Bartlett |
Director |
(603) 610-8881 |
WM |
jbartlett@granitebaywm.com |
|
767 Islington Street, Suite 1-D |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.006 |
$203M |
|
|
https://granitebaywm.com/ |
Granite Bay Wealth Management, a comprehensive wealth management firm that goes beyond investments. We are a resource to our clients in all areas of their financial life. Over two decades in the business we have developed a vast array of connections with trusted professionals and industry experts. If we can’t help with an issue, we can connect you with the professional who can.
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable. We believe that the greater understanding the client has of what we are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of our client’s lives, concerns and dreams. We collaborate with our clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. |
|
| Granite Financial Group |
Ray |
Griffiths |
Founder and President |
(817) 379-9323 |
WM |
ray@gfg.solutions |
hello@gfg.solutions |
1670 Keller Parkway, Suite 200 |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/ray-griffith-cfp®-9b40a84a/ |
|
|
|
|
https://www.linkedin.com/company/granite-financial-group/ |
https://www.gfg.solutions/ |
For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation. |
|
| Granite Financial Group |
Kasey |
Buckner |
Owner / Partner |
(817) 379-9323 |
WM |
kasey@gfg.solutions |
hello@gfg.solutions |
1670 Keller Parkway, Suite 200 |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/kaseybucknercfp/ |
|
|
|
|
https://www.linkedin.com/company/granite-financial-group/ |
https://www.gfg.solutions/ |
For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation. |
|
| Granite Financial Group |
Collin |
Day |
VP of Operations |
(817) 379-9323 |
WM |
collin@gfg.solutions |
hello@gfg.solutions |
1670 Keller Parkway, Suite 200 |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/collingday/ |
|
|
|
|
https://www.linkedin.com/company/granite-financial-group/ |
https://www.gfg.solutions/ |
For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation. |
|
| Granite Financial Group |
Bill |
Naramore |
Advisor |
(817) 379-9323 |
WM |
bill@gfg.solutions |
hello@gfg.solutions |
1670 Keller Parkway, Suite 200 |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/bill-naramore-616b6a26/ |
|
|
|
|
https://www.linkedin.com/company/granite-financial-group/ |
https://www.gfg.solutions/ |
For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation. |
|
| Granite Financial Group |
David |
Kemper |
Advisor |
(800) 988-4321 ext 111 |
WM |
david@gfg.solutions |
hello@gfg.solutions |
1670 Keller Parkway, Suite 200 |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/davidkemper-fc/ |
|
|
|
|
https://www.linkedin.com/company/granite-financial-group/ |
https://www.gfg.solutions/ |
For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation. |
|
| Granite Financial Group |
Jonathan |
Hurley |
Advisor |
(817) 379-9323 |
WM |
jonathan@gfg.solutions |
hello@gfg.solutions |
1670 Keller Parkway, Suite 200 |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/jonathanhurleyretirementmanager/ |
|
|
|
|
https://www.linkedin.com/company/granite-financial-group/ |
https://www.gfg.solutions/ |
For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation. |
|
| Granite Investment Advisors |
Timothy |
Lesko |
Partner, Portfolio Manager |
(603) 410-6130 |
WM |
tlesko@graniteinv.com |
|
6 Eagle Square, Third Floor |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/tleskogranite/ |
|
1.983 |
$460M |
|
https://www.linkedin.com/company/granite-investment-advisors/ |
http://www.graniteinvestmentadvisors.com/ |
Granite Investment Advisors is a management owned registered investment advisor. The firm has managed investments for individuals, corporations and non-profit institutions since 1983. We are disciplined, long-term, value investors. We believe that the greatest rewards exist when the potential for cash flow and asset productivity is not accurately reflected in the current valuation of a business. By concentrating our investments in a limited number of such opportunities, we seek to deliver superior investment returns at below levels of market risk. |
|
| Granite State Wealth Management, LLC |
Bob |
Walczak |
Financial Advisor |
(603) 894-4554 |
WM |
bob@gswmanagement.com |
contact@gswmanagement.com |
1C Commons Drive, #17 |
Londonderry |
NH |
03053 |
United States of America |
North America |
|
|
1.979 |
|
|
https://www.linkedin.com/company/commonwealth-financial-network/ |
https://www.gswmanagement.com/ |
As an independent financial planning firm, the goal in Granite State Wealth Management is to provide the right information to help you make the right decisions for a secure and comfortable retirement. We understand that the money you’ve worked hard for needs to provide a reliable income stream in good markets and bad. Our expertise and highly personalized service enables us to create solutions that take advantage of all of your opportunities. Our commitment is to be advisors who champion honesty, sincerity, and integrity. At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve. |
|
| Granite State Wealth Management, LLC |
Robert |
Walczak |
Financial Advisor |
(603) 894-4554 |
WM |
robert.john@gswmanagement.com |
contact@gswmanagement.com |
1C Commons Drive, #17 |
Londonderry |
NH |
03053 |
United States of America |
North America |
https://www.linkedin.com/in/robertjohnwalczak/ |
|
1.979 |
|
|
https://www.linkedin.com/company/commonwealth-financial-network/ |
https://www.gswmanagement.com/ |
As an independent financial planning firm, the goal in Granite State Wealth Management is to provide the right information to help you make the right decisions for a secure and comfortable retirement. We understand that the money you’ve worked hard for needs to provide a reliable income stream in good markets and bad. Our expertise and highly personalized service enables us to create solutions that take advantage of all of your opportunities. Our commitment is to be advisors who champion honesty, sincerity, and integrity. At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve. |
|
| Granite State Wealth Management, LLC |
Amanda |
Doherty |
Office Manager |
(603) 894-4554 |
WM |
amanda@gswmanagement.com |
contact@gswmanagement.com |
1C Commons Drive, #17 |
Londonderry |
NH |
03053 |
United States of America |
North America |
https://www.linkedin.com/in/amanda-doherty-ba3752123/ |
|
1.979 |
|
|
https://www.linkedin.com/company/commonwealth-financial-network/ |
https://www.gswmanagement.com/ |
As an independent financial planning firm, the goal in Granite State Wealth Management is to provide the right information to help you make the right decisions for a secure and comfortable retirement. We understand that the money you’ve worked hard for needs to provide a reliable income stream in good markets and bad. Our expertise and highly personalized service enables us to create solutions that take advantage of all of your opportunities. Our commitment is to be advisors who champion honesty, sincerity, and integrity. At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve. |
|
| Granite Value Capital LLC |
Marlene |
Green |
Relationship Administrator |
Office: (603) 643-0770 |
WM |
marlene@granitevaluecapital.com |
marlene@granitevaluecapital.com |
44 South Main Street, 1st Floor |
Hanover |
NH |
03755 |
United States of America |
North America |
https://www.linkedin.com/in/marlene-green-50346024/ |
|
2.009 |
|
|
https://www.linkedin.com/company/granite-value-capital-llc/ |
https://www.granitevaluecapital.com/ |
Granite Value Capital is a Registered Investment Advisor that specilizes in the value investment philosophy set forth by Benjamin Graham and Warren Buffett. We manage portfolio for high net-worth individuals and institutions. Our relationship minimum is $500,000. |
|
| Grant/GrossMendelsohn, LLC |
Jeffrey |
Johnson |
Managing Director, Partner |
(410) 685-9685 |
WM |
|
info@ggmwealthadvisors.com |
1801 Porter Street, Suite 500 |
Baltimore |
MD |
21230 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-johnson-0190136/ |
|
|
$275,463,000 |
|
https://www.linkedin.com/company/grant-grossmendelsohn-llc |
https://www.ggmwealthadvisors.com/ |
GGM Wealth Advisors is an independent registered investment advisory firm providing customized investment solutions for individuals, nonprofits, and businesses with offices in Baltimore, Maryland and Fairfax, Virginia. |
|
| Grant/GrossMendelsohn, LLC |
Michael |
Little |
Director of Wealth Management, Partner |
(410) 685-9685 |
WM |
michael@ggmwealthadvisors.com |
info@ggmwealthadvisors.com |
1801 Porter Street, Suite 500 |
Baltimore |
MD |
21230 |
United States of America |
North America |
|
|
|
$275,463,000 |
|
https://www.linkedin.com/company/grant-grossmendelsohn-llc |
https://www.ggmwealthadvisors.com/ |
GGM Wealth Advisors is an independent registered investment advisory firm providing customized investment solutions for individuals, nonprofits, and businesses with offices in Baltimore, Maryland and Fairfax, Virginia. |
|
| Grant/GrossMendelsohn, LLC |
Steven |
Hannigan |
Senior Wealth Advisor |
(410) 685-9685 |
WM |
|
info@ggmwealthadvisors.com |
1801 Porter Street, Suite 500 |
Baltimore |
MD |
21230 |
United States of America |
North America |
https://www.linkedin.com/in/stevehannigan/ |
|
|
$275,463,000 |
|
https://www.linkedin.com/company/grant-grossmendelsohn-llc |
https://www.ggmwealthadvisors.com/ |
GGM Wealth Advisors is an independent registered investment advisory firm providing customized investment solutions for individuals, nonprofits, and businesses with offices in Baltimore, Maryland and Fairfax, Virginia. |
|
| Grant/GrossMendelsohn, LLC |
Jennifer |
Sweeney |
Client Services & Operations Manager |
(410) 685-9685 |
WM |
|
info@ggmwealthadvisors.com |
1801 Porter Street, Suite 500 |
Baltimore |
MD |
21230 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-sweeney-78396319/ |
|
|
$275,463,000 |
|
https://www.linkedin.com/company/grant-grossmendelsohn-llc |
https://www.ggmwealthadvisors.com/ |
GGM Wealth Advisors is an independent registered investment advisory firm providing customized investment solutions for individuals, nonprofits, and businesses with offices in Baltimore, Maryland and Fairfax, Virginia. |
|
| Grassi Investment Management, LLC |
Katie |
Leung |
Operations Manager |
(650) 934-0770 |
WM |
katie@grassiinvest.com |
invest@grassiinvest.com |
2350 Mission College Blvd. Suite. 190 |
Santa Clara |
CA |
95054 |
United States of America |
North America |
https://www.linkedin.com/in/katie-leung-a89417158/ |
|
|
$760M |
|
|
https://www.grassiinvest.com/ |
Grassi provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client’s investment objectives regarding growth, income and volatility. We pride ourselves on selecting our own stocks and bonds for the investment portfolios and design portfolios that are invested in companies that we see as undervalued. We enjoy helping clients to establish goals for retirement and financial independence and working with clients to ensure success. |
|
| Gratus Capital |
Hank |
McLarty |
Founder and President |
(404) 961-6000 |
WM |
hmclarty@gratuscapital.com |
info@gratuscapital.com |
3350 Riverwood Parkway, Suite 1550 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/hank-mclarty-9213a84/ |
|
2.005 |
$716.6 million |
|
https://www.linkedin.com/company/gratus-capital-management/ |
https://www.gratuscapital.com |
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. |
|
| Gratus Capital |
Amy |
Tierney |
Director of Client Services |
(404) 961-6000 |
WM |
atierney@gratuscapital.com |
info@gratuscapital.com |
3350 Riverwood Parkway, Suite 1550 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/amy-tierney-a91a0b28/ |
|
2.005 |
$716.6 million |
|
https://www.linkedin.com/company/gratus-capital-management/ |
https://www.gratuscapital.com |
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. |
|
| Gratus Capital |
Todd |
Jones |
Director of Investments |
(404) 961-6000 |
WM |
tjones@gratuscapital.com |
info@gratuscapital.com |
3350 Riverwood Parkway, Suite 1550 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/todd-jones-caia-a357788/ |
|
2.005 |
$716.6 million |
|
https://www.linkedin.com/company/gratus-capital-management/ |
https://www.gratuscapital.com |
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. |
|
| Gratus Capital |
Kevin |
Woods |
Director of Financial Planning |
(404) 961-6000 |
WM |
kwoods@gratuscapital.com |
info@gratuscapital.com |
3350 Riverwood Parkway, Suite 1550 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-woods-certified-financial-planner-445a17b/ |
|
2.005 |
$716.6 million |
|
https://www.linkedin.com/company/gratus-capital-management/ |
https://www.gratuscapital.com |
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. |
|
| Gratus Capital |
Wayne |
Holbrook |
COO |
(404) 961-6015 |
WM |
wholbrook@gratuscapital.com |
info@gratuscapital.com |
3350 Riverwood Parkway, Suite 1550 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/wayneholbrook/ |
|
2.005 |
$716.6 million |
|
https://www.linkedin.com/company/gratus-capital-management/ |
https://www.gratuscapital.com |
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. |
|
| Graystone Partners Wealth Management |
Jerry |
Gray |
Founder & CEO |
(480) 557-9727 |
WM |
jerry@graystonepartners.net |
info@graystonepartners.net |
1095 West Rio Salado Parkway, Suite 101 |
Tempe |
AZ |
85281 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-gray-400b082/ |
|
1.999 |
|
|
https://www.linkedin.com/company/graystone-partner/ |
https://www.graystonepartners.net/ |
For more than 20 years, Graystone Partners has worked with educators, athletes and retirees to help open doors to opportunity and make the most of their retirement portfolios through proactive planning and prudent asset management. It would be our pleasure to create a plan that suits your unique needs, bringing the clarity and confidence you seek to get your financial house in order. |
|
| Graystone Partners Wealth Management |
Janette |
Schwendeman |
Managing Partner, Wealth Advisor |
(480) 557-9727 |
WM |
j.schwendeman@lpl.com |
info@graystonepartners.net |
1095 West Rio Salado Parkway, Suite 101 |
Tempe |
AZ |
85281 |
United States of America |
North America |
https://www.linkedin.com/in/janetteschwendeman/ |
|
1.999 |
|
|
https://www.linkedin.com/company/graystone-partner/ |
https://www.graystonepartners.net/ |
For more than 20 years, Graystone Partners has worked with educators, athletes and retirees to help open doors to opportunity and make the most of their retirement portfolios through proactive planning and prudent asset management. It would be our pleasure to create a plan that suits your unique needs, bringing the clarity and confidence you seek to get your financial house in order. |
|
| Great Lakes Advisors |
Thomas |
Kiley |
CEO |
(312) 553-3702; M (312) 735-2623 |
WM |
tkiley@greatlakesadvisors.com |
cr@greatlakesadvisors.com |
231 South LaSalle Street 4th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/tom-kiley-2992289/ |
|
1.981 |
$8 billion |
|
https://www.linkedin.com/company/great-lakes-advisors/ |
http://www.greatlakesadvisors.com |
Great Lakes Advisors is responsible for over $9 billion in assets under management and advisement for institutional, financial intermediary, and individual investors. Founded in 1981, we offer a wide range of actively managed Fixed Income, Equity, and Alternative strategies and have significant ESG, SRI and tax-managed capabilities. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments & foundations, health care plans, and private wealth investors. GLA’s strong and deep bench of investment professionals is committed to a high-touch model where our clients have direct access to portfolio managers and asset class specialists working to deliver long term results. |
|
| Great Lakes Advisors |
Heather |
Alvarado |
Managing Director |
(312) 553-3703 |
WM |
halvarado@greatlakesadvisors.com |
cr@greatlakesadvisors.com |
231 South LaSalle Street 4th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/heather-alvarado-625b963/ |
|
1.981 |
$8 billion |
|
https://www.linkedin.com/company/great-lakes-advisors/ |
http://www.greatlakesadvisors.com |
Great Lakes Advisors is responsible for over $9 billion in assets under management and advisement for institutional, financial intermediary, and individual investors. Founded in 1981, we offer a wide range of actively managed Fixed Income, Equity, and Alternative strategies and have significant ESG, SRI and tax-managed capabilities. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments & foundations, health care plans, and private wealth investors. GLA’s strong and deep bench of investment professionals is committed to a high-touch model where our clients have direct access to portfolio managers and asset class specialists working to deliver long term results. |
|
| Great Lakes Advisors |
Jon |
Quigley |
Chief Investment Officer - Discipline Equities |
(813) 515-7607 |
WM |
jquigley@greatlakesadvisors.com |
cr@greatlakesadvisors.com |
231 South LaSalle Street 4th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/jonq1/ |
|
1.981 |
$8 billion |
|
https://www.linkedin.com/company/great-lakes-advisors/ |
http://www.greatlakesadvisors.com |
Great Lakes Advisors is responsible for over $9 billion in assets under management and advisement for institutional, financial intermediary, and individual investors. Founded in 1981, we offer a wide range of actively managed Fixed Income, Equity, and Alternative strategies and have significant ESG, SRI and tax-managed capabilities. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments & foundations, health care plans, and private wealth investors. GLA’s strong and deep bench of investment professionals is committed to a high-touch model where our clients have direct access to portfolio managers and asset class specialists working to deliver long term results. |
|
| Great Lakes Advisors |
Edward |
Calkins |
Senior Managing Director - Portfolio Manager / Research Analyst |
(312) 553-3715 |
WM |
ed@greatlakesadvisors.com |
cr@greatlakesadvisors.com |
231 South LaSalle Street 4th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
|
|
1.981 |
$8 billion |
|
https://www.linkedin.com/company/great-lakes-advisors/ |
http://www.greatlakesadvisors.com |
Great Lakes Advisors is responsible for over $9 billion in assets under management and advisement for institutional, financial intermediary, and individual investors. Founded in 1981, we offer a wide range of actively managed Fixed Income, Equity, and Alternative strategies and have significant ESG, SRI and tax-managed capabilities. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments & foundations, health care plans, and private wealth investors. GLA’s strong and deep bench of investment professionals is committed to a high-touch model where our clients have direct access to portfolio managers and asset class specialists working to deliver long term results. |
|
| Great Valley Advisor Group |
Ryan |
Todd |
CCO, Managing Director |
(302) 483 - 7200 |
WM |
RTODD@GREATVALLEYADVISORS.COM |
info@greatvalleyadvisors.com |
1200 Pennsylvania Ave, Suite 202 |
Wilmington |
DE |
19806 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-todd-cpa-57537512/ |
|
1.982 |
|
|
https://www.linkedin.com/company/great-valley-advisor-group/ |
https://www.greatvalleyadvisors.com/ |
Great Valley Advisor Group (“GVA”) is a technology driven full-service Registered Investment Advisor. We partner with select independent financial advisors by providing customized technology, investment strategies, compliance, and back-office solutions. With access to multiple custodians and third party money managers, our advisors have the choice and flexibility to run their business the way they want. |
|
| Great Valley Advisor Group |
James |
Spinelli |
COO, Managing Director |
(302) 483 - 7200 |
WM |
jspinelli@greatvalleyadvisors.com |
info@greatvalleyadvisors.com |
1200 Pennsylvania Ave, Suite 202 |
Wilmington |
DE |
19806 |
United States of America |
North America |
https://www.linkedin.com/in/jamesspinelli/ |
|
1.982 |
|
|
https://www.linkedin.com/company/great-valley-advisor-group/ |
https://www.greatvalleyadvisors.com/ |
Great Valley Advisor Group (“GVA”) is a technology driven full-service Registered Investment Advisor. We partner with select independent financial advisors by providing customized technology, investment strategies, compliance, and back-office solutions. With access to multiple custodians and third party money managers, our advisors have the choice and flexibility to run their business the way they want. |
|
| Great Valley Advisor Group |
Lee |
Johnson, Jr |
Chief Investment Officer |
(302) 483 - 7200 |
WM |
ljohnson@greatvalleyadvisors.com |
info@greatvalleyadvisors.com |
1200 Pennsylvania Ave, Suite 202 |
Wilmington |
DE |
19806 |
United States of America |
North America |
|
|
1.982 |
|
|
https://www.linkedin.com/company/great-valley-advisor-group/ |
https://www.greatvalleyadvisors.com/ |
Great Valley Advisor Group (“GVA”) is a technology driven full-service Registered Investment Advisor. We partner with select independent financial advisors by providing customized technology, investment strategies, compliance, and back-office solutions. With access to multiple custodians and third party money managers, our advisors have the choice and flexibility to run their business the way they want. |
|
| Great Valley Advisor Group |
Michael |
Dedda |
Managing Partner |
(302) 483 - 7200 |
WM |
mdedda@greatvalleyadvisors.com |
info@greatvalleyadvisors.com |
1200 Pennsylvania Ave, Suite 202 |
Wilmington |
DE |
19806 |
United States of America |
North America |
|
|
1.982 |
|
|
https://www.linkedin.com/company/great-valley-advisor-group/ |
https://www.greatvalleyadvisors.com/ |
Great Valley Advisor Group (“GVA”) is a technology driven full-service Registered Investment Advisor. We partner with select independent financial advisors by providing customized technology, investment strategies, compliance, and back-office solutions. With access to multiple custodians and third party money managers, our advisors have the choice and flexibility to run their business the way they want. |
|
| Green Investment Management, Inc. |
Byron |
Green Jr |
President and Founder |
(817)335-1178 |
WM |
byron@gimlink.com |
info@gimlink.com |
309 W 7th Street Ste 101 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
|
|
1.984 |
|
|
https://www.linkedin.com/company/green-investment-management-inc-/ |
https://gimlink.com/ |
Green Investment Management (“GIM”) has a 30-year history of tactically managing global asset allocations and focused investment strategies using a rigorous risk management process. GIM serves financial professionals and their clients primarily through separate account and wealth management platforms. Having used exchange traded funds (ETF) in its models for years, GIM is recognized as one of the more experienced ETF strategists and separate account managers. |
|
| GREEN SQUARE CAPITAL LLC |
Darrell |
Horn |
Co-Founder & Senior Managing Director |
(901) 250-6700 |
WM |
darrell.horn@greensquarecap.com |
|
949 S Shady Grove Rd, Suite 401 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/darrell-horn-393a2534/ |
|
2.001 |
|
|
https://www.linkedin.com/company/green-square-capital-llc/about/ |
http://www.greensquarecap.com |
Green Square Capital is an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. |
|
| GREEN SQUARE CAPITAL LLC |
Steven |
Sansom |
Co-Founder & Senior Managing Director |
(901) 250-6700 |
WM |
steve.sansom@greensquarecap.com |
|
949 S Shady Grove Rd, Suite 401 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/steven-sansom-091189128/ |
|
2.001 |
|
|
https://www.linkedin.com/company/green-square-capital-llc/about/ |
http://www.greensquarecap.com |
Green Square Capital is an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. |
|
| GREEN SQUARE CAPITAL LLC |
Alison |
Henneberger |
Managing Director & Senior Investment Advisor |
(901) 250-6700 |
WM |
alison.henneberger@greensquarecap.com |
|
949 S Shady Grove Rd, Suite 401 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/alison-henneberger-19195447/ |
|
2.001 |
|
|
https://www.linkedin.com/company/green-square-capital-llc/about/ |
http://www.greensquarecap.com |
Green Square Capital is an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. |
|
| GREEN SQUARE CAPITAL LLC |
Betsy |
Horn |
Managing Director & Senior Investment Advisor |
Mobile: (901) 240-8040 |
WM |
betsy.horn@greensquareco.com |
|
949 S Shady Grove Rd, Suite 401 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/betsy-horn-b95aa447/ |
|
2.001 |
|
|
https://www.linkedin.com/company/green-square-capital-llc/about/ |
http://www.greensquarecap.com |
Green Square Capital is an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. |
|
| GREEN SQUARE CAPITAL LLC |
Matthew |
Saenger |
Managing Director & Senior Investment Advisor |
(901) 250-6700 |
WM |
matt.saenger@greensquarecap.com |
|
949 S Shady Grove Rd, Suite 401 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/matt-saenger-2726b6159/ |
|
2.001 |
|
|
https://www.linkedin.com/company/green-square-capital-llc/about/ |
http://www.greensquarecap.com |
Green Square Capital is an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. |
|
| GreenStoneBelt Wealth Advisors |
James |
Petitpren II |
President and Chief Family Wealth Advisor |
(866) 537-6373 |
WM |
jpet@greenstonebelt.com |
info@greenstonebelt.com |
455 N Cityfront Plaza Drive Suite 1610 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/james-petitpren-5937132/ |
|
2.016 |
|
|
https://www.linkedin.com/company/greenstonebelt-wealth-advisors/ |
http://www.greenstonebelt.com |
GreenStoneBelt is an independent multi-family wealth management firm. Our group designs, delivers and deploys custom wealth planning strategies to individuals, groups and organizations. We firmly believe clients deserve, desire, and appreciate outside advice when value is delivered. |
|
| Greep Wealth Management |
Drew |
Greep |
Founder |
(954)257-6020 |
WM |
drew@greepwm.com |
|
6451 N. Federal Hwy., Suite 1201 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/drew-greep-32615643/ |
|
2.015 |
|
|
|
http://greepwealthmanagement.com/ |
At Greep Wealth Management we do more than manage and protect our clients' wealth; we engage our clients and their families in a way that shapes their lives both in the present and in the future. Results of this depth and breadth are gleaned through the active dialogue that is as continuous and ever changing as are the circumstances and conditions affecting our lives. Our clients share their personal lives with us because they trust that we have their best interests at heart. Independence and objectivity are the two cornerstones of our practice. As an independent, fee-only wealth management firm, we work for our clients- not for a bank, brokerage firm or insurance company. Since we do not sell products, never earn commissions, and do not have sales quotas to meet, our clients can be confident in the knowledge that our advice is always unbiased and directed toward their specific issues and free of conflict. |
|
| GreerWalker Wealth Management, LLC |
Monica |
Hamilton |
Principal, Wealth Management |
(704) 377-0239 |
WM |
monica.hamilton@greerwalker.com |
greerwalker@greerwalker.com |
227 W Trade St Suite 1100 |
Charlotte |
NC |
28202 |
United States of America |
North America |
https://www.linkedin.com/in/monica-hamilton-877b10141/ |
|
1.984 |
$327,225,563 |
|
https://www.linkedin.com/company/greerwalker-llp/ |
https://www.greerwalker.com/ |
GreerWalker LLP is a CPA firm providing tax, assurance, accounting, and advisory services focused exclusively on the needs of privately held middle market companies, owners and individuals. From our offices in North and South Carolina, we provide specialized expertise across a varied spectrum of industries and market segments for a regional, national and international clientele. |
|
| GreerWalker Wealth Management, LLC |
Donna |
Rasile |
Senior Wealth Manager |
(704) 377-0239 |
WM |
donna.rasile@greerwalker.com |
greerwalker@greerwalker.com |
227 W Trade St Suite 1100 |
Charlotte |
NC |
28202 |
United States of America |
North America |
https://www.linkedin.com/in/donna-rasile-61437111/ |
|
1.984 |
$327,225,563 |
|
https://www.linkedin.com/company/greerwalker-llp/ |
https://www.greerwalker.com/ |
GreerWalker LLP is a CPA firm providing tax, assurance, accounting, and advisory services focused exclusively on the needs of privately held middle market companies, owners and individuals. From our offices in North and South Carolina, we provide specialized expertise across a varied spectrum of industries and market segments for a regional, national and international clientele. |
|
| GreerWalker Wealth Management, LLC |
Geoff |
Owen |
Senior Wealth Manager |
(704) 377-0239 |
WM |
geoff.owen@greerwalker.com |
greerwalker@greerwalker.com |
227 W Trade St Suite 1100 |
Charlotte |
NC |
28202 |
United States of America |
North America |
https://www.linkedin.com/in/geoffrey-owen-16b02ab/ |
|
1.984 |
$327,225,563 |
|
https://www.linkedin.com/company/greerwalker-llp/ |
https://www.greerwalker.com/ |
GreerWalker LLP is a CPA firm providing tax, assurance, accounting, and advisory services focused exclusively on the needs of privately held middle market companies, owners and individuals. From our offices in North and South Carolina, we provide specialized expertise across a varied spectrum of industries and market segments for a regional, national and international clientele. |
|
| Gregory Advisors, Inc. |
Virginia |
Gregory |
Founder and President |
(813)251-6022 |
WM |
info@gregoryadvisorsinc.com |
info@gregoryadvisorsinc.com |
442 W. Kennedy Boulevard, Suite 300 |
Tampa |
FL |
33606 |
United States of America |
North America |
|
|
|
|
|
|
http://www.gregoryadvisors.com/ |
Gregory Advisors is a financial services firm dedicated to helping our clients protect and grow their valuable assets. We are dedicated to developing long lasting relationships with our clients and providing customized planning solutions with personalized, independent financial advice and investment management. We are committed to providing our clients top-level life planning personal service which focuses not only on sound financial planning but on the personal responsibilities of wealth in context with a client's beliefs, values, and life goals. |
|
| Gresham Partners LLC |
Ben |
Beavers |
Principal, Chairman & Founder |
(312) 327-5020 |
WM |
bbeavers@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ben-beavers-3a7183101/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
Matt |
Bonaguidi |
Principal & Advisor |
(312) 327-5020 |
WM |
mbonaguidi@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/matt-bonaguidi-313b0112/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
David |
Colton |
Principal & Advisor |
(312) 327-5020 |
WM |
dcolton@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/david-colton-cpa-j-d-ll-m-cfp-8a0311/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
Ken |
Davis |
Principal, Chief Operating Officer & Chief Compliance Officer |
(312) 327-5020 |
WM |
kdavis@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/daviskennetha/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
Wally |
Head |
Principal & Vice Chairman |
Office: (312) 960-0213, Mobile: (847) 721-3300 |
WM |
whead@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/wallace-wally-head-07bb3033/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
Kim |
Kamin |
Principal, Chief Wealth Strategist & Advisor |
Direct: (312) 960-0200 |
WM |
kkamin@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/kimkamin/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
May |
Howard |
Executive Assistant |
(312) 327-5020 |
WM |
mhoward@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/casey-may-howard-33253389/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners LLC |
Lee |
Morava |
Principal & Advisor |
(312) 327-5020 |
WM |
lmorava@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/lee-morava-89497b15/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
|
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Gresham Partners, LLC |
Ted |
Neild |
President & Chief Investment Officer |
(312) 327-5020 |
WM |
tedneild@greshampartners.com |
info@greshampartners.com |
333 West Wacker Drive, Suite 700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ted-neild-1146564/ |
Family Offices, Foundations, Endowments |
1.997 |
$5.6B |
tedneild@greshampartners.com |
https://www.linkedin.com/company/gresham-partners-llc/ |
https://www.greshampartners.com/ |
Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer. |
|
| Greystone Wealth Advisors LLC |
Timothy |
Clark |
Founding Principal |
(914) 232-3773 |
WM |
tclark@greystonewealth.com |
info@greystonewealth.com |
200 Park Avenue, Suite 1700 |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-clark-65526322/ |
|
|
|
|
|
https://greystonewealth.com/our-principa |
Greystone Wealth Advisors LLC provides independent wealth management and financial planning services. As a fee-only firm, we are committed to providing objective, unbiased advice. Our mission is to help individuals, families, trusts, endowments and other organizations achieve their goals through integrated investment management and financial planning. |
|
| Greystone Wealth Advisors LLC |
Thomas |
Ausfahl |
Principal |
(914) 232-3773 |
WM |
tclark@greystonewealth.com |
info@greystonewealth.com |
200 Park Avenue, Suite 1700 |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-ausfahl-cfp®-a844a513/ |
|
|
|
|
|
https://greystonewealth.com/our-principa |
Greystone Wealth Advisors LLC provides independent wealth management and financial planning services. As a fee-only firm, we are committed to providing objective, unbiased advice. Our mission is to help individuals, families, trusts, endowments and other organizations achieve their goals through integrated investment management and financial planning. |
|
| Gries Financial - Family Office Services |
Brent |
Horvath |
Partner & Senior Wealth Advisor |
(216) 861-1148 |
WM |
brent@gries.com |
|
1801 East Ninth Street, Suite 1600 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/brenthorvath/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.978 |
$480.4M |
|
https://www.linkedin.com/company/gries-financial/ |
http://gries.com/ |
Gries Fin was founded in 1978 as a single family office. The single family office quickly became a multifamily office as word of mouth spread about our capabilities, but we never lost sight of why we started the business in the first place: To provide personalized solutions in managing the complexities of significant wealth. |
Cincinnati Office: (513) 861-2000, info@gries.com |
| Gries Financial - Family Office Services |
Ken |
Brodkowitz |
Partner & Chief Investment Officer |
(216) 861-1148 |
WM |
ken@gries.com |
|
1801 East Ninth Street, Suite 1600 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/ken-brodkowitz-73709b129/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.978 |
$480.4M |
|
https://www.linkedin.com/company/gries-financial/ |
http://gries.com/ |
Gries Fin was founded in 1978 as a single family office. The single family office quickly became a multifamily office as word of mouth spread about our capabilities, but we never lost sight of why we started the business in the first place: To provide personalized solutions in managing the complexities of significant wealth. |
Cincinnati Office: (513) 861-2000, info@gries.com |
| Gries Financial - Family Office Services |
Mary Ann |
Doherty |
Portfolio Manager |
(216) 861-1148 |
WM |
mad@gries.com |
|
1801 East Ninth Street, Suite 1600 |
Cleveland |
OH |
44114 |
United States of America |
North America |
|
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.978 |
$480.4M |
|
https://www.linkedin.com/company/gries-financial/ |
http://gries.com/ |
Gries Fin was founded in 1978 as a single family office. The single family office quickly became a multifamily office as word of mouth spread about our capabilities, but we never lost sight of why we started the business in the first place: To provide personalized solutions in managing the complexities of significant wealth. |
Cincinnati Office: (513) 861-2000, info@gries.com |
| Gries Financial - Family Office Services |
Sally |
Gries |
Founder & CEO |
(216) 861-1148 |
WM |
sally@gries.com |
|
1801 East Ninth Street, Suite 1600 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/sally-gries-92a66/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.978 |
$480.4M |
|
https://www.linkedin.com/company/gries-financial/ |
http://gries.com/ |
Gries Fin was founded in 1978 as a single family office. The single family office quickly became a multifamily office as word of mouth spread about our capabilities, but we never lost sight of why we started the business in the first place: To provide personalized solutions in managing the complexities of significant wealth. |
Cincinnati Office: (513) 861-2000, info@gries.com |
| Gries Financial - Family Office Services |
Ken |
Brodkowitz |
Chief Investment Officer |
(216) 861-1148 |
WM |
Ken@gries.com |
|
1801 East Ninth Street, Suite 1600 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/ken-brodkowitz-681212175/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.978 |
$480.4M |
|
https://www.linkedin.com/company/gries-financial/ |
http://gries.com/ |
Gries Fin was founded in 1978 as a single family office. The single family office quickly became a multifamily office as word of mouth spread about our capabilities, but we never lost sight of why we started the business in the first place: To provide personalized solutions in managing the complexities of significant wealth. |
Cincinnati Office: (513) 861-2000, info@gries.com |
| Gries Financial - Family Office Services |
Lauren |
Rich Fine |
|
(216) 861-1148 |
WM |
Lrf@gries.com |
|
1801 East Ninth Street, Suite 1600 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-fine-8501495/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.978 |
$480.4M |
|
https://www.linkedin.com/company/gries-financial/ |
http://gries.com/ |
Gries Fin was founded in 1978 as a single family office. The single family office quickly became a multifamily office as word of mouth spread about our capabilities, but we never lost sight of why we started the business in the first place: To provide personalized solutions in managing the complexities of significant wealth. |
Cincinnati Office: (513) 861-2000, info@gries.com |
| Grooms Wealth Management |
Scott |
Grooms |
Owner & Certified Financial Planner |
(415) 381-7585 |
WM |
scott@groomswealth.com |
|
250 Camino Alto Suite 200 |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/scottgrooms/ |
|
2.004 |
|
|
https://www.linkedin.com/company/grooms-wealth-management/ |
http://www.groomswealth.com/ |
Grooms Wealth Management is a hands-on full service wealth management firm. We proactively and cohesively manage every aspect of your financial well-being because we believe your financial health is as important as your physical and mental well-being. We start by identifying your life vision, financial goals and expectations. Based on these goals we develop a comprehensive financial plan that not only provides for potential growth and wealth protection, but anticipates and guides you through critical life milestones. Our professional and dedicated team can provide you with the guidance and tools toward helping cultivate and secure your financial health so you can enjoy the comfort and balanced lifestyle it provides. |
|
| Grove Street Fiduciary, LLC |
Carl |
Amos Johnson |
Owner and Chief Investment Strategist |
(603) 924-9939 |
WM |
carl@GroveStreetFiduciary.com |
info@GroveStreetFiduciary.com |
20 Grove Street, PO Box 396 |
Peterborough |
NH |
03458 |
United States of America |
North America |
https://www.linkedin.com/in/globalfiduciary/ |
|
1.988 |
|
|
https://www.linkedin.com/company/ames-planning-associates/ |
http://www.grovestreetfiduciary.com/ |
Grove Street Fiduciary is a Fiduciary Advisory firm serving wealthy families and institutions.
As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. |
|
| Grove Street Fiduciary, LLC |
Hazel |
Hensel |
Managing Director |
(603) 924-9939 |
WM |
hazel@GroveStreetFiduciary.com |
info@GroveStreetFiduciary.com |
20 Grove Street, PO Box 396 |
Peterborough |
NH |
03458 |
United States of America |
North America |
https://www.linkedin.com/in/hazel-hensel-b5a3ab92/ |
|
1.988 |
|
|
https://www.linkedin.com/company/ames-planning-associates/ |
http://www.grovestreetfiduciary.com/ |
Grove Street Fiduciary is a Fiduciary Advisory firm serving wealthy families and institutions.
As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. |
|
| Grunden Financial Advisory Inc. |
Ricky |
Grunden, Sr |
President and CEO |
(940) 591-9007 |
WM |
rgrunden@grunden.com |
info@grunden.com |
515 South Carroll Boulevard |
Denton |
TX |
76201 |
United States of America |
North America |
https://www.linkedin.com/in/rickygrunden/ |
|
|
|
|
|
https://www.grunden.com/ |
Grunden Financial Advisory helps individuals and families align their financial and emotional wellbeing to gain peace of mind in what feels like an upside down world. We accomplish this by asking questions then listening. We seek first to understand your most important relationships and the effects of those relationships on your financial resources. |
|
| Grunden Financial Advisory Inc. |
Dave |
Ragan |
VP of Financial Planning |
(940) 591-9007 |
WM |
dragan@grunden.com |
info@grunden.com |
515 South Carroll Boulevard |
Denton |
TX |
76201 |
United States of America |
North America |
https://www.linkedin.com/in/dave-ragan-cfp®-aif®-28a4852/ |
|
|
|
|
|
https://www.grunden.com/ |
Grunden Financial Advisory helps individuals and families align their financial and emotional wellbeing to gain peace of mind in what feels like an upside down world. We accomplish this by asking questions then listening. We seek first to understand your most important relationships and the effects of those relationships on your financial resources. |
|
| Grunden Financial Advisory Inc. |
Frank |
Cornett |
Financial Planning Specialist |
(940) 591-9007 |
WM |
fcornett@grunden.com |
info@grunden.com |
515 South Carroll Boulevard |
Denton |
TX |
76201 |
United States of America |
North America |
https://www.linkedin.com/in/franklin-cornett-cfp®-96b50749/ |
|
|
|
|
|
https://www.grunden.com/ |
Grunden Financial Advisory helps individuals and families align their financial and emotional wellbeing to gain peace of mind in what feels like an upside down world. We accomplish this by asking questions then listening. We seek first to understand your most important relationships and the effects of those relationships on your financial resources. |
|
| Grunden Financial Advisory Inc. |
Christine |
Enzensperger |
Financial Planning Specialist |
(940) 591-9007 |
WM |
cenzensperger@grunden.com |
info@grunden.com |
515 South Carroll Boulevard |
Denton |
TX |
76201 |
United States of America |
North America |
https://www.linkedin.com/in/christine-enzensperger-570626152/ |
|
|
|
|
|
https://www.grunden.com/ |
Grunden Financial Advisory helps individuals and families align their financial and emotional wellbeing to gain peace of mind in what feels like an upside down world. We accomplish this by asking questions then listening. We seek first to understand your most important relationships and the effects of those relationships on your financial resources. |
|
| Grunden Financial Advisory Inc. |
Susy |
Grunden |
Operations Manager |
(940) 591-9007 |
WM |
sgrunden@grunden.com |
info@grunden.com |
515 South Carroll Boulevard |
Denton |
TX |
76201 |
United States of America |
North America |
https://www.linkedin.com/in/susy-grunden-cfp®-ab61a173/ |
|
|
|
|
|
https://www.grunden.com/ |
Grunden Financial Advisory helps individuals and families align their financial and emotional wellbeing to gain peace of mind in what feels like an upside down world. We accomplish this by asking questions then listening. We seek first to understand your most important relationships and the effects of those relationships on your financial resources. |
|
| Grygier Wealth Management |
Susan |
Grygier |
Business Manager |
(214) 706-4333 |
WM |
susan@grygierwealth.com |
|
8222 Douglas Avenue, Suite 590 |
Dallas |
TX |
75225 |
United States of America |
North America |
|
|
|
|
|
|
https://www.grygierwealth.com/ |
Grygier Wealth Management serving the North Texas area and several additional states in the U.S. Our focus is helping clients with retirement income planning and investment management. We assist clients with creating comprehensive financial plans and educating them in understanding how to work toward protecting and growing their nest egg.
We are a small firm with a big heart. We have your best interest in mind and take your retirement seriously. Our goal is to help you feel more confident about your future and learn how best to plan for your dreams and any unexpected occurrences. We are passionate about what we do, and our number one priority is helping you to prepare the road map for your future. |
|
| Gryphon Investment Counsel Inc. |
Terry |
Walsh |
President & CEO |
(416) 364-2299 |
WM |
twalsh@gryphon.ca |
giicinquiries@gryphon.ca |
20 Bay Street, Suite 1905 |
Toronto |
ON |
M5J 2N8 |
Canada |
North America |
https://www.linkedin.com/in/terry-walsh-0059b542/ |
|
|
|
|
|
https://www.gryphon.ca/ |
Gryphon Investment Counsel is a well established privately held investment management firm providing discretionary investment management for endowments, foundations, pension funds and corporate clients. Our portfolio management group combines extensive experience and a consistent investment style in a collaborative, team-based approach. |
|
| Gryphon Investment Counsel Inc. |
Larry |
McManus |
President & CCO |
(416) 364-2299 |
WM |
lmcmanus@gryphon.ca |
giicinquiries@gryphon.ca |
20 Bay Street, Suite 1905 |
Toronto |
ON |
M5J 2N8 |
Canada |
North America |
|
|
|
|
|
|
https://www.gryphon.ca/ |
Gryphon Investment Counsel is a well established privately held investment management firm providing discretionary investment management for endowments, foundations, pension funds and corporate clients. Our portfolio management group combines extensive experience and a consistent investment style in a collaborative, team-based approach. |
|
| Gryphon Private Wealth Management |
Kirk |
Walton |
Managing Partner & Co-Founder |
(208) 938-5557 |
WM |
kirk@gryphonprivatewealth.com |
|
339 W State St., Suite 201 |
Eagle |
ID |
83616 |
United States of America |
North America |
https://www.linkedin.com/in/kirk-walton-jd-5011a9/ |
|
2.012 |
$50M |
|
https://www.linkedin.com/company/gryphon-private-wealth-management/ |
https://gryphonprivatewealth.com/ |
Providing an independent comprehensive approach to asset management, preservation, and transfer strategies for individuals, families, corporations, trusts and pensions. GPWM is a fee-based, investment advisory and wealth consulting firm. Kirk Walton JD, and Philip Oleson are the founders and Principals of Gryphon Private Wealth Management. Each has had over 20 years experience in the financial services and investment industry. Gryphon is a boutique financial and family office firm located in Idaho that has worked with clients in several states across the country. Our current focus includes the creation and management of Qualified Opportunity Zone Funds. |
|
| Gryphon Private Wealth Management |
Philip |
Oleson |
Managing Partner |
(208) 938-5557 |
WM |
philip@gryphonprivatewealth.com |
|
339 W State St., Suite 201 |
Eagle |
ID |
83616 |
United States of America |
North America |
https://www.linkedin.com/in/philipoleson/ |
|
2.012 |
$50M |
|
https://www.linkedin.com/company/gryphon-private-wealth-management/ |
https://gryphonprivatewealth.com/ |
Providing an independent comprehensive approach to asset management, preservation, and transfer strategies for individuals, families, corporations, trusts and pensions. GPWM is a fee-based, investment advisory and wealth consulting firm. Kirk Walton JD, and Philip Oleson are the founders and Principals of Gryphon Private Wealth Management. Each has had over 20 years experience in the financial services and investment industry. Gryphon is a boutique financial and family office firm located in Idaho that has worked with clients in several states across the country. Our current focus includes the creation and management of Qualified Opportunity Zone Funds. |
|
| GS Wealth Management |
Steven |
Gundy |
Founder / Managing Partner |
(214) 276-0808 |
WM |
sgundy@gswealthmgmt.com |
information@gswealthmgmt.com |
13101 Preston Road, Suite 400 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/stevengundy/ |
|
|
|
|
|
https://www.gswealthmgmt.com/ |
GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives. The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals. |
|
| GS Wealth Management |
Arthur |
Salmon IV |
Partner |
(214) 276-0808 |
WM |
asalmon@gswealthmgmt.com |
information@gswealthmgmt.com |
13101 Preston Road, Suite 400 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/arthur-d-salmon-iv-cfp-6a07a71/ |
|
|
|
|
|
https://www.gswealthmgmt.com/ |
GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives. The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals. |
|
| GS Wealth Management |
Kelly |
Kunst |
Partner |
(214) 276-0808 |
WM |
kkunst@gswealthmgmt.com |
information@gswealthmgmt.com |
13101 Preston Road, Suite 400 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/kellykunst/ |
|
|
|
|
|
https://www.gswealthmgmt.com/ |
GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives. The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals. |
|
| GS Wealth Management |
Gel |
Perlmutter |
Associate Vice President - Austin |
(214) 276-0808 |
WM |
galperlmutter@gswealthmgmt.com |
information@gswealthmgmt.com |
13101 Preston Road, Suite 400 |
Dallas |
TX |
75240 |
United States of America |
North America |
|
|
|
|
|
|
https://www.gswealthmgmt.com/ |
GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives. The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals. |
|
| Guardian Capital |
Denis |
Larose |
Chief Investment Officer |
(416) 364-8341 |
WM |
dlarose@guardiancapital.com |
info@guardiancapital.com |
Commerce Court West 199 Bay Street, Suite 3100 |
Toronto |
ON |
M5L 1E8 |
Canada |
North America |
https://www.linkedin.com/in/denis-larose-41a0927/ |
|
1.962 |
$27.3B |
|
https://www.linkedin.com/company/guardian-capital |
https://www.guardiancapital.com |
Guardian Capital Group Limited (Guardian) is a multi-dimensional financial services firm. Founded in 1962, our business covers Asset Management and Wealth Management with offices and clients located around the globe. Our core commitment is to deliver exemplary client satisfaction and quality results that meet our clients’ objectives, while staying true to our entrepreneurial roots. |
|
| Guardian Investments |
Chris |
Theis |
President & Financial Advisor |
(302) 541-2114 |
WM |
ctheis@guardmyplan.com |
|
28371 DuPont Blvd., Suite 3 - P.O. Box 1257 |
Millsboro |
DE |
19966 |
United States of America |
North America |
https://www.linkedin.com/in/chris-theis/ |
|
2.018 |
|
|
https://www.linkedin.com/company/guardian-investments-de/ |
https://www.guardmyplan.com/ |
Guardian Investments specialize in providing individual and families with a structured and customized retirement plan. No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
* Accumulation: how to target asset growth
* Retirement planning: how to target distribution of your assets in a tax-advantaged way
* Estate planning: how to preserve your assets
* Risk management: how to protect your assets
* Business planning: how to grow and manage your business
* Taxation: how to minimize your tax burden |
|
| Guardian Investments |
Kristi |
Osborn |
Office Administrator |
(302) 541-2114 |
WM |
kristi@guardmyplan.com |
|
28371 DuPont Blvd., Suite 3 - P.O. Box 1257 |
Millsboro |
DE |
19966 |
United States of America |
North America |
https://www.linkedin.com/in/kristi-osborn-9268676b/ |
|
2.018 |
|
|
https://www.linkedin.com/company/guardian-investments-de/ |
https://www.guardmyplan.com/ |
Guardian Investments specialize in providing individual and families with a structured and customized retirement plan. No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
* Accumulation: how to target asset growth
* Retirement planning: how to target distribution of your assets in a tax-advantaged way
* Estate planning: how to preserve your assets
* Risk management: how to protect your assets
* Business planning: how to grow and manage your business
* Taxation: how to minimize your tax burden |
|
| Guardian Wealth Management |
John |
Hasberry |
Co-CEO |
44 1302 703128 |
WM |
john.hasberry@gwm-intl.com |
marketing@gwm-intl.com |
Sidings House, Sidings Court
Lakeside |
Doncaster |
Yorkshire |
DN4 5NU |
United Kingdom |
Europe |
https://www.linkedin.com/in/john-hasberry-5755b0156/ |
|
2.004 |
$230 million |
|
https://www.linkedin.com/company/gwm |
https://www.guardianwealthmanagement.com |
Guardian Global Solutions is the brand new arm of Guardian Wealth Management with the sole purpose of facilitating, high quality financial advice into the homes of thousands of expats around the world – so long as you have an internet connection. Using award winning investor platform and portal technology you can keep in touch with your investments and your GWM Adviser, despite the remoteness of your recent postings. |
|
| Guardian Wealth Management |
David |
Howell |
Co-CEO |
44 1302 703128 |
WM |
david.howell@gwm-intl.com |
marketing@gwm-intl.com |
Sidings House, Sidings Court
Lakeside |
Doncaster |
Yorkshire |
DN4 5NU |
United Kingdom |
Europe |
https://www.linkedin.com/in/david-howell-acis-miod-jp-40315467/ |
|
2.004 |
$230 million |
|
https://www.linkedin.com/company/gwm |
https://www.guardianwealthmanagement.com |
Guardian Global Solutions is the brand new arm of Guardian Wealth Management with the sole purpose of facilitating, high quality financial advice into the homes of thousands of expats around the world – so long as you have an internet connection. Using award winning investor platform and portal technology you can keep in touch with your investments and your GWM Adviser, despite the remoteness of your recent postings. |
|
| Guardian Wealth Management |
Gavin |
Pluck |
Managing Director |
44 1302 703128 |
WM |
gavin.pluck@gwm-intl.com |
marketing@gwm-intl.com |
Sidings House, Sidings Court
Lakeside |
Doncaster |
Yorkshire |
DN4 5NU |
United Kingdom |
Europe |
https://www.linkedin.com/in/gavin-pluck-33257310/ |
|
2.004 |
$230 million |
|
https://www.linkedin.com/company/gwm |
https://www.guardianwealthmanagement.com |
Guardian Global Solutions is the brand new arm of Guardian Wealth Management with the sole purpose of facilitating, high quality financial advice into the homes of thousands of expats around the world – so long as you have an internet connection. Using award winning investor platform and portal technology you can keep in touch with your investments and your GWM Adviser, despite the remoteness of your recent postings. |
|
| Guarino Wealth Management |
Michael |
Guarino |
Wealth Advisor |
(973) 625-1112 |
WM |
mike3@guarinowealth.com |
|
124 East Main Street Suite 101 |
Denville |
NJ |
07834 |
United States of America |
North America |
https://www.linkedin.com/in/mikeguarinoiii/ |
|
2.008 |
|
|
https://www.linkedin.com/company/guarino-wealth-management/ |
https://guarinowealth.com/ |
Guarino Wealth is a father and son run financial services organization providing clients with financial solutions that suit their individual needs. As an independent boutique firm backed by LPL Financial, Mike and Mike treat all clients like family, making them feel at home every time they walk in their office in Denville, NJ. Their main goal is to ensure that clients make informed, educated financial decisions that match their long-term goals, risk tolerance and financial needs. |
|
| Guggenheim Partners, LLC |
Farhan |
Sharaff |
Assistant Chief Investment Officer, Equities, -Guggenheim Partners Asset Management |
(312) 827-0100 |
WM |
farhan.sharaff@guggenheimpartners.com |
pr@guggenheimpartners.com |
227 West Monroe Street |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/farhan-sharaff-a9329b9/ |
|
|
$295B |
|
https://www.linkedin.com/company/guggenheim-partners/ |
https://www.guggenheimpartners.com/ |
Guggenheim Partners is a global investment and advisory firm with more than $275 billion in assets under management*. We have a track record of delivering results through innovative solutions across our three primary businesses of investment management, investment banking, and insurance services. |
|
| Guggenheim Partners, LLC |
Scott |
Minerd |
Managing Partner |
(312) 827-0100 |
WM |
|
pr@guggenheimpartners.com |
227 West Monroe Street |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/scott-minerd-3826151/ |
|
|
$295B |
|
https://www.linkedin.com/company/guggenheim-partners/ |
https://www.guggenheimpartners.com/ |
Guggenheim Partners is a global investment and advisory firm with more than $275 billion in assets under management*. We have a track record of delivering results through innovative solutions across our three primary businesses of investment management, investment banking, and insurance services. |
|
| Guide Morrison |
David |
Morrison |
Certified Financial Planner |
(208) 789-0888 |
WM |
dave@guidemorrison.com |
dave@guidemorrison.com |
1542 S Timesquare Ln., Suite 102 |
Boise |
ID |
83709 |
United States of America |
North America |
https://www.linkedin.com/in/davemorrison1/ |
|
|
|
|
|
https://guidemorrison.com/ |
Life is an adventure. Looking forward to all that your life has to offer, you owe it to yourself to work with the right partner, advisor, and guide. One that can help you chart out the right approach for you, prepare for each step of the journey, and stay the course through it all. At Guide Morrison, we have the insight and skill to help you not only reach your destination, but get the best and most from the process. We are integrated wealth advisors serving Idaho and the Northwest. We are reliable and proven, even in the face of the storm. And we want to earn your business as well as your trust. |
|
| Guide Wealth Management |
Matthew |
Hauge |
Principal |
(833) 222-9435 |
WM |
matt@guidewealthmanagement.com |
clients@guidewealthmanagement.com |
300 Park Ave 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/matthague/ |
|
2.015 |
|
|
https://www.linkedin.com/company/guide-wealth-management |
https://guidewealthmanagement.com |
Guide Wealth Management is a Registered Investment Advisor firm with offices in New York, and Washington D.C. We offer full service wealth management services to high net worth individuals, and the emerging affluent.
We are a Fee Only FInancial Advisor firm, our clients pay us directly, and we work for them exclusively. This differs from other firms, that might receive a commission or payment from a third party to suggest a particular course of action. |
|
| Guiding Wealth Management |
Hannah |
Moore |
Certified Financial Planner and Owner |
(214) 810-3835 |
WM |
hannah@guidingwealth.com |
|
2007 N Collins Boulevard Suite 503 |
Richardson |
TX |
75080 |
United States of America |
North America |
https://www.linkedin.com/in/hannahmoorecfp/ |
|
|
$16 million |
|
https://www.linkedin.com/company/guiding-wealth/ |
https://guidingwealth.com |
At Guiding Wealth, we love financial planning and believe it’s about so much more than numbers and spreadsheets. We take the responsibility of guiding your finances finances seriously, but that doesn’t mean we take ourselves too seriously. A recent study shows that 45% of Americans would prefer to visit their dentist than talk to their financial advisor — and we’re on a mission to change that. |
|
| Gunn Wealth Management |
La Mar |
Gunn Sr. |
CEO & Founder |
(888) 819-4099 |
WM |
lgunn@gunnwealthmanagement.com |
lgunn@gunnwealthmanagement.com |
11 North State Street |
Dover |
DE |
19901 |
United States of America |
North America |
https://www.linkedin.com/in/gunnwealthmgmt/ |
|
2.004 |
|
|
https://www.linkedin.com/in/gunnwealthmgmt/ |
https://www.gunnwealthmanagement.com/ |
Entrusted with managing the retirement/charitable assets of high net worth individuals, while serving as an advisor to Single Family Offices. Strengthens client accounts while balancing expected returns and minimizing risks. |
|
| Guyasuta Investment Advisors |
Henry |
Beukema III |
Chairman and CEO, Co-Director of Research, Partner |
Direct: (412) 447-4541 |
WM |
hsb@guyasuta.com |
invest@guyasuta.com |
285 Kappa Drive, Suite 220 |
Pittsburgh |
PA |
15238 |
United States of America |
North America |
|
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/guyasuta-investment-advisors/ |
https://guyasuta.com/ |
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success. |
|
| Guyasuta Investment Advisors |
Nancy |
Foster |
President, Chief Operating Officer, Partner
|
Direct: (412) 447-4542 |
WM |
nbf@guyasuta.com |
invest@guyasuta.com |
285 Kappa Drive, Suite 220 |
Pittsburgh |
PA |
15238 |
United States of America |
North America |
https://www.linkedin.com/in/nancy-foster-77b1aa29/ |
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/guyasuta-investment-advisors/ |
https://guyasuta.com/ |
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success. |
|
| Guyasuta Investment Advisors |
Matthew |
Teplitz |
CoDirector of Research, Partner |
Direct: (412) 447-4552, Mobile: (412) 977-5549 |
WM |
mjt@guyasuta.com |
invest@guyasuta.com |
285 Kappa Drive, Suite 220 |
Pittsburgh |
PA |
15238 |
United States of America |
North America |
https://www.linkedin.com/in/ron-bartosh-286b559/ |
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/guyasuta-investment-advisors/ |
https://guyasuta.com/ |
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success. |
|
| Guyasuta Investment Advisors |
Ronald |
Bartosh Jr |
Chief Technology Officer, CCO, Partner |
Direct: (412) 447-4540 |
WM |
rlb@guyasuta.com |
invest@guyasuta.com |
285 Kappa Drive, Suite 220 |
Pittsburgh |
PA |
15238 |
United States of America |
North America |
|
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/guyasuta-investment-advisors/ |
https://guyasuta.com/ |
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success. |
|
| Guyasuta Investment Advisors |
Paul |
MaGovern |
Partner |
Direct: (412) 447-4543 |
WM |
pjm@guyasuta.com |
invest@guyasuta.com |
285 Kappa Drive, Suite 220 |
Pittsburgh |
PA |
15238 |
United States of America |
North America |
https://www.linkedin.com/in/paul-magovern-b0593425/ |
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/guyasuta-investment-advisors/ |
https://guyasuta.com/ |
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success. |
|
| Guyasuta Investment Advisors |
Jeffrey |
Todd |
Partner |
Direct: (412) 447-4544 |
WM |
jbt@guyasuta.com |
invest@guyasuta.com |
285 Kappa Drive, Suite 220 |
Pittsburgh |
PA |
15238 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-todd-2b767a7/ |
|
1.983 |
$1.2B |
|
https://www.linkedin.com/company/guyasuta-investment-advisors/ |
https://guyasuta.com/ |
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success. |
|
| GW & Wade, LLC |
Robert |
Bodio |
Principal |
(781) 239-1188 |
WM |
rbodio@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/robbodio/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| GW & Wade, LLC |
David |
Brodsky |
Principal |
(781) 239-1188 |
WM |
dbrodsky@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/davidbrodsky/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| GW & Wade, LLC |
Robert |
Emens |
Principal |
(781) 239-1188 |
WM |
remens@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/robemens/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| GW & Wade, LLC |
John |
Murray |
Principal |
(781) 239-1188 |
WM |
jmurray@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/johnmurraygww/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| GW & Wade, LLC |
Darren |
Norton |
Principal |
(781) 239-1188 |
WM |
dnorton@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/darrennorton/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| GW & Wade, LLC |
James |
da Silva |
Vice President, Client Development |
(781) 239-1188 |
WM |
jdasilva@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/jimdasilva/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| GW & Wade, LLC |
Gene |
Sinclair |
Principal |
(781) 239-1188 |
WM |
gsinclair@gwwade.com |
info@gwwade.com |
93 Worcester Street |
Wellesley |
MA |
02481 |
United States of America |
North America |
https://www.linkedin.com/in/genesinclair/ |
|
1.986 |
$5.5B |
|
https://www.linkedin.com/company/gw-&-wade-llc/ |
https://www.gwwade.com/ |
GW & Wade is an independently managed financial advisory firm with $6.7 billion of assets under management*. Its offices are located in Wellesley, MA, Palo Alto, CA and Reston, VA. For 34 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products. |
|
| Gwynedd Wealth Partners |
Vivek |
Sharma |
Senior Financial Advisor |
(610) 940-1707 |
WM |
vivek@gwyneddwealthpartners.com |
|
600 West Germantown Pike Suite 400 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/viveksharmas/ |
|
|
|
|
https://www.linkedin.com/company/gwynedd-wealth-partners/ |
https://www.gwyneddwealthpartners.com/ |
Gwynedd Wealth Partners, LLC is a Pennsylvania Registered Investment Advisor. At Gwynedd, we have worked extensively with individuals, families, endowments, foundations, small businesses and some of largest financial institutions in the world to develop the correct investment strategies and plans to navigate the financial future for them and their clients. We pride ourselves in helping our clients, large or small, that simply need to know how to proceed in today's financial marketplace. Whether you are an individual wondering if you will ever be able to retire, a family trying to navigate the complex world of estate planning or a business looking to offer additional benefits to your employees, Gwynedd has the solutions for you. |
|
| H Financial Management |
Garrett |
Hoge |
President & CEO |
(724) 745-9406 |
WM |
garrett@hfinancial.net |
gail@hfinancial.net |
400 Southpointe Blvd., Ste. #420 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
|
|
1.981 |
|
|
https://www.linkedin.com/company/h-financial-management-inc/ |
http://www.hfinancialmanagement.com/ |
H Financial Management is a private wealth management firm focusing on helping you make the most of your wealth through providing customized solutions that meet your needs. Since 1981, our independent financial advisory firm strives to help high net worth clients attain and maintain financial freedom. We build personal relationships with you, by providing you with professionals who are here when you need them throughout your life. We specialize in comprehensive financial planning, money management, retirement, estate and tax planning, making it efficient, and personalized to help fulfill your wealth goals. We now have clients who reside in over 30 states, as a result of relationships built here in Southwestern Pennsylvania. |
|
| H Financial Management |
David |
Hoffmann |
Vice-President & Wealth Manager |
(724) 745-9406 |
WM |
david@hfinancial.net |
gail@hfinancial.net |
400 Southpointe Blvd., Ste. #420 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/david-hoffmann-cfp®-aif®-2405461/ |
|
1.981 |
|
|
https://www.linkedin.com/company/h-financial-management-inc/ |
http://www.hfinancialmanagement.com/ |
H Financial Management is a private wealth management firm focusing on helping you make the most of your wealth through providing customized solutions that meet your needs. Since 1981, our independent financial advisory firm strives to help high net worth clients attain and maintain financial freedom. We build personal relationships with you, by providing you with professionals who are here when you need them throughout your life. We specialize in comprehensive financial planning, money management, retirement, estate and tax planning, making it efficient, and personalized to help fulfill your wealth goals. We now have clients who reside in over 30 states, as a result of relationships built here in Southwestern Pennsylvania. |
|
| H Financial Management |
Jeffrey |
Karns |
Wealth Advisor |
(724) 745-9406 |
WM |
jeff@hfinancial.net |
gail@hfinancial.net |
400 Southpointe Blvd., Ste. #420 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
|
|
1.981 |
|
|
https://www.linkedin.com/company/h-financial-management-inc/ |
http://www.hfinancialmanagement.com/ |
H Financial Management is a private wealth management firm focusing on helping you make the most of your wealth through providing customized solutions that meet your needs. Since 1981, our independent financial advisory firm strives to help high net worth clients attain and maintain financial freedom. We build personal relationships with you, by providing you with professionals who are here when you need them throughout your life. We specialize in comprehensive financial planning, money management, retirement, estate and tax planning, making it efficient, and personalized to help fulfill your wealth goals. We now have clients who reside in over 30 states, as a result of relationships built here in Southwestern Pennsylvania. |
|
| H Financial Management |
Kent |
Aloia |
Wealth Advisor |
(724) 745-9406 |
WM |
kent@hfinancial.net |
gail@hfinancial.net |
400 Southpointe Blvd., Ste. #420 |
Canonsburg |
PA |
15317 |
United States of America |
North America |
|
|
1.981 |
|
|
https://www.linkedin.com/company/h-financial-management-inc/ |
http://www.hfinancialmanagement.com/ |
H Financial Management is a private wealth management firm focusing on helping you make the most of your wealth through providing customized solutions that meet your needs. Since 1981, our independent financial advisory firm strives to help high net worth clients attain and maintain financial freedom. We build personal relationships with you, by providing you with professionals who are here when you need them throughout your life. We specialize in comprehensive financial planning, money management, retirement, estate and tax planning, making it efficient, and personalized to help fulfill your wealth goals. We now have clients who reside in over 30 states, as a result of relationships built here in Southwestern Pennsylvania. |
|
| Haber Wealth Management |
Tricia |
Carter Wood |
Wealth Advisor & Founder |
(817) 527-8079 |
WM |
tricia@haberwealthgroup.com |
|
4388 W Vickery Blvd Suite 200 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
https://www.linkedin.com/in/triciahaber/ |
|
|
|
|
|
http://www.haberwealthgroup.com/ |
We are dedicated to providing investment management and strategic wealth planning for all your retirement needs. Simply put, we strive to be our client’s loyal advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to help achieve long term investment results. |
|
| Haber Wealth Management |
Karin |
Hutchins |
Director of Operations, Client Services |
(817) 527-8079 |
WM |
karin@haberwealthgroup.com |
|
4388 W Vickery Blvd Suite 200 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
|
|
|
|
|
|
http://www.haberwealthgroup.com/ |
We are dedicated to providing investment management and strategic wealth planning for all your retirement needs. Simply put, we strive to be our client’s loyal advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to help achieve long term investment results. |
|
| Haber Wealth Management |
Arami |
Hutchins |
Operations Manager, Client Services |
(817) 527-8079 |
WM |
arami@haberwealthgroup.com |
|
4388 W Vickery Blvd Suite 200 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
|
|
|
|
|
|
http://www.haberwealthgroup.com/ |
We are dedicated to providing investment management and strategic wealth planning for all your retirement needs. Simply put, we strive to be our client’s loyal advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to help achieve long term investment results. |
|
| Haber Wealth Management |
Claire |
Minter |
Director of First Impressions |
(817) 527-8079 |
WM |
dofi@haberwealthgroup.com |
|
4388 W Vickery Blvd Suite 200 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
|
|
|
|
|
|
http://www.haberwealthgroup.com/ |
We are dedicated to providing investment management and strategic wealth planning for all your retirement needs. Simply put, we strive to be our client’s loyal advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to help achieve long term investment results. |
|
| Haire Wealth Management |
Robin |
Haire |
LPL Financial Advisor and President |
(662) 844-3501 |
WM |
pyar.brazile@lpl.com |
pyar.brazile@lpl.com |
103 Court Street |
Tupelo |
MS |
38804 |
United States of America |
North America |
https://www.linkedin.com/in/robin-w-haire-aif®-525238116/ |
|
|
$255 million |
|
|
http://www.hairewealthmanagement.com |
Haire Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided some of the most personal service available, thus earning a reputation for excellence. For each of our clients we strive to help create financial stability and security to provide financial independence. |
|
| Halbert Hargrove |
John |
Abusaid |
President & Chief Operating Officer |
(562) 435-5657 |
WM |
jabusaid@halberthargrove.com |
information@halberthargrove.com |
111 W. Ocean Blvd., 23rd Floor |
Long Beach |
CA |
90802 |
United States of America |
North America |
https://www.linkedin.com/in/jc-abusaid-a66a41/ |
|
1.933 |
$2.3B |
|
https://www.linkedin.com/company/halbert-hargrove/ |
https://www.halberthargrove.com/ |
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. |
|
| Halbert Hargrove |
Timothy |
Anderson |
Managing Director |
(562) 435-5657 |
WM |
tanderson@halberthargrove.com |
information@halberthargrove.com |
111 W. Ocean Blvd., 23rd Floor |
Long Beach |
CA |
90802 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-j-anderson-cpa-pfs®-cgma-aif®-3614621/ |
|
1.933 |
$2.3B |
|
https://www.linkedin.com/company/halbert-hargrove/ |
https://www.halberthargrove.com/ |
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. |
|
| Halcyon Wealth Advisers Pty Ltd |
Peter |
Mullins |
Managing Director & Senior Financial Adviser |
61 2 8920 8933 |
WM |
pmullens@halcyonwealth.com.au |
enquiries@halcyonwealth.com.au |
Level 6, 65 Berry Street |
North Sydney |
NSW |
2060 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/petermullens/ |
|
2.007 |
$315M |
|
|
https://halcyonwealth.com.au/ |
Halcyon Wealth Advisers was started in 2007 by Peter Mullens and John Francis. Halcyon is a term meaning ‘golden’ or ‘marked by peace and prosperity’ and symbolises their joint goal of providing clients with financial plans that ensure their prosperity into the future. Peter started his career in insurance and superannuation and John has a broad range of skills and knowledge in financial planning. Over 17 years they grew a highly regarded full-service financial advisory business providing a range of wealth creation, wealth management and wealth protection services to their clients.
The recent merger with Principle Advisers, another Sydney based Advisory business, has created a partnership that will take the business into the future and enable the advisers to deliver an exceptional client experience though scale, the integration of technology and the adoption of robust systems and processes. |
|
| Halcyon Wealth Advisers Pty Ltd |
Andrew |
Armitage |
Principal Financial Adviser |
61 2 8920 8933 |
WM |
aarmitage@halcyonwealth.com.au |
enquiries@halcyonwealth.com.au |
Level 6, 65 Berry Street |
North Sydney |
NSW |
2060 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/aparmitage/ |
|
2.007 |
$315M |
|
|
https://halcyonwealth.com.au/ |
Halcyon Wealth Advisers was started in 2007 by Peter Mullens and John Francis. Halcyon is a term meaning ‘golden’ or ‘marked by peace and prosperity’ and symbolises their joint goal of providing clients with financial plans that ensure their prosperity into the future. Peter started his career in insurance and superannuation and John has a broad range of skills and knowledge in financial planning. Over 17 years they grew a highly regarded full-service financial advisory business providing a range of wealth creation, wealth management and wealth protection services to their clients.
The recent merger with Principle Advisers, another Sydney based Advisory business, has created a partnership that will take the business into the future and enable the advisers to deliver an exceptional client experience though scale, the integration of technology and the adoption of robust systems and processes. |
|
| Halcyon Wealth Advisers Pty Ltd |
Peter |
Mullins |
Managing Director/Senior Financial Adviser |
61 2 8920 8933 |
WM |
Pmullens@halcyonwealth.com.au |
enquiries@halcyonwealth.com.au |
Level 6, 65 Berry Street |
North Sydney |
NSW |
2060 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/petermullens/ |
|
2.007 |
$315M |
|
|
https://halcyonwealth.com.au/ |
Halcyon Wealth Advisers was started in 2007 by Peter Mullens and John Francis. Halcyon is a term meaning ‘golden’ or ‘marked by peace and prosperity’ and symbolises their joint goal of providing clients with financial plans that ensure their prosperity into the future. Peter started his career in insurance and superannuation and John has a broad range of skills and knowledge in financial planning. Over 17 years they grew a highly regarded full-service financial advisory business providing a range of wealth creation, wealth management and wealth protection services to their clients.
The recent merger with Principle Advisers, another Sydney based Advisory business, has created a partnership that will take the business into the future and enable the advisers to deliver an exceptional client experience though scale, the integration of technology and the adoption of robust systems and processes. |
|
| Halcyon Wealth Advisors, LLC |
Lynn |
Clark |
Owner / Financial Planner |
(972) 444-9951 |
WM |
lynn@halcyonwealthadvisors.com |
|
6565 N. MacArthur Blvd. Suite 460 |
Irving |
TX |
75039 |
United States of America |
North America |
linkedin.com/in/lynn-clark-chfc-72116714/ |
|
|
|
|
https://www.linkedin.com/company/halcyonwealthadvisors/ |
https://www.halcyonwealthadvisors.com/ |
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. |
|
| Halcyon Wealth Advisors, LLC |
Carolyn |
Mora |
Director of Retirement Plan Services and Director of Private Wealth Management |
(972) 444-9458 |
WM |
carolyn@halcyonwealthadvisors.com |
|
6565 N. MacArthur Blvd. Suite 460 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/carolynmora/ |
|
|
|
|
https://www.linkedin.com/company/halcyonwealthadvisors/ |
https://www.halcyonwealthadvisors.com/ |
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. |
|
| Halcyon Wealth Advisors, LLC |
Shawna |
Williamson |
Director of Operations/Group Benefits Manager |
(972) 444-9945, (972) 444-9944 |
WM |
shawna@halcyonwealthadvisors.com |
|
6565 N. MacArthur Blvd. Suite 460 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/shawnaw/ |
|
|
|
|
https://www.linkedin.com/company/halcyonwealthadvisors/ |
https://www.halcyonwealthadvisors.com/ |
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. |
|
| Halcyon Wealth Advisors, LLC |
Mark |
Small |
Financial & Investment Advisor |
(972) 964-0059 |
WM |
mark@halcyonwealthadvisors.com |
|
6565 N. MacArthur Blvd. Suite 460 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/mark-small-83907b15/ |
|
|
|
|
https://www.linkedin.com/company/halcyonwealthadvisors/ |
https://www.halcyonwealthadvisors.com/ |
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. |
|
| Halcyon Wealth Advisors, LLC |
Amanda |
Partin |
Client Service Advisor |
(972) 444-9944 |
WM |
amanda@halcyonwealthadvisors.com |
|
6565 N. MacArthur Blvd. Suite 460 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/amanda-partin-alp/ |
|
|
|
|
https://www.linkedin.com/company/halcyonwealthadvisors/ |
https://www.halcyonwealthadvisors.com/ |
Halcyon Wealth Advisors is an independent financial services practice that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. |
|
| Hall Capital Partners LLC |
Eric |
Alt |
Managing Partner / CoChief Investment Officer |
(415) 288-0544 |
WM |
ealt@hallcapital.com |
general.inquiries@hallcapital.com |
One Maritime Plaza Sixth Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/ericalt/ |
|
1.994 |
|
|
https://www.linkedin.com/company/hall-capital-partners-llc/ |
http://www.hallcapital.com |
Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. |
|
| Hall Capital Partners LLC |
John |
Buoymaster |
Chairman |
(415) 288-0544 |
WM |
jbuoymaster@hallcapital.com |
general.inquiries@hallcapital.com |
One Maritime Plaza Sixth Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/john-buoymaster-8774a939/ |
|
1.994 |
|
|
https://www.linkedin.com/company/hall-capital-partners-llc/ |
http://www.hallcapital.com |
Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. |
|
| Hall Capital Partners LLC |
Kathryn |
Hall |
CEO & Co-Chief Investment Officer |
(415) 288-0544 |
WM |
khall@hallcapital.com |
general.inquiries@hallcapital.com |
One Maritime Plaza Sixth Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/katie-hall-5a604ba/ |
|
1.994 |
|
|
https://www.linkedin.com/company/hall-capital-partners-llc/ |
http://www.hallcapital.com |
Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. |
|
| Hall Capital Partners LLC |
Rachel |
Kort |
Managing Director |
(415) 288-0544 |
WM |
rkort@hallcapital.com |
general.inquiries@hallcapital.com |
One Maritime Plaza Sixth Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/simonkrinsky/ |
|
1.994 |
|
|
https://www.linkedin.com/company/hall-capital-partners-llc/ |
http://www.hallcapital.com |
Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. |
|
| Hall Capital Partners LLC |
Simon |
Krinsky |
Managing Partner |
(415) 288-0544 |
WM |
skrinsky@hallcapital.com |
general.inquiries@hallcapital.com |
One Maritime Plaza Sixth Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/simonkrinsky/ |
|
1.994 |
|
|
https://www.linkedin.com/company/hall-capital-partners-llc/ |
http://www.hallcapital.com |
Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. |
|
| Haller Wealth Management |
Dena |
Haller Russell |
Wealth Advisor |
(740) 363-7557 |
WM |
hallerwealth@lpl.com |
|
3769 Columbus Pike, Suite 130 |
Delaware |
OH |
43015 |
United States of America |
North America |
https://www.linkedin.com/in/dena-russell-aif®-88082a5/ |
|
2.005 |
|
|
|
https://www.hallerwealthmanagementgroup.com/ |
Haller Wealth Management Group is a family-owned business that has been serving the greater Delaware County since 1993. Our team of Wealth Managers have over 30 combined years of experience to guide you on your financial journey. Haller Wealth Management Group is in the business of helping you make smart decisions with your money-not just planning, but building for your future. Our investment strategies emphasize our belief in the necessity of risk management.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Haller Wealth Management |
Robin |
Rhoads |
Senior Client Associate |
(740) 363-7557 |
WM |
robin.rhoads@lpl.com |
|
3769 Columbus Pike, Suite 130 |
Delaware |
OH |
43015 |
United States of America |
North America |
|
|
2.005 |
|
|
|
https://www.hallerwealthmanagementgroup.com/ |
Haller Wealth Management Group is a family-owned business that has been serving the greater Delaware County since 1993. Our team of Wealth Managers have over 30 combined years of experience to guide you on your financial journey. Haller Wealth Management Group is in the business of helping you make smart decisions with your money-not just planning, but building for your future. Our investment strategies emphasize our belief in the necessity of risk management.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Haller Wealth Management |
Adora |
Riggs |
Senior Client Associate |
(740) 363-7557 |
WM |
adora.riggs@lpl.com |
|
3769 Columbus Pike, Suite 130 |
Delaware |
OH |
43015 |
United States of America |
North America |
|
|
2.005 |
|
|
|
https://www.hallerwealthmanagementgroup.com/ |
Haller Wealth Management Group is a family-owned business that has been serving the greater Delaware County since 1993. Our team of Wealth Managers have over 30 combined years of experience to guide you on your financial journey. Haller Wealth Management Group is in the business of helping you make smart decisions with your money-not just planning, but building for your future. Our investment strategies emphasize our belief in the necessity of risk management.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Haller Wealth Management |
Naomi |
Wells |
Director of First Impressions |
(740) 363-7557 |
WM |
n.wells@lpl.com |
|
3769 Columbus Pike, Suite 130 |
Delaware |
OH |
43015 |
United States of America |
North America |
|
|
2.005 |
|
|
|
https://www.hallerwealthmanagementgroup.com/ |
Haller Wealth Management Group is a family-owned business that has been serving the greater Delaware County since 1993. Our team of Wealth Managers have over 30 combined years of experience to guide you on your financial journey. Haller Wealth Management Group is in the business of helping you make smart decisions with your money-not just planning, but building for your future. Our investment strategies emphasize our belief in the necessity of risk management.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Halyard Asset Management, LLC |
Michael |
Kastner |
Principal |
(914) 437-5600 |
WM |
info@halyardmgmt.com |
info@halyardmgmt.com |
50 Main Street, 9th Floor |
White Plains |
NY |
10606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-kastner-9503441b/ |
Halyard’s investment philosophy is to take a pragmatic, relative-value approach to fixed income investing. |
2.010 |
|
|
https://www.linkedin.com/company/halyard-asset-management-llc/ |
http://halyardmgmt.com/ |
Halyard, an SEC-Registered Investment Advisor with the mandate of managing fixed income assets. All of our portfolio managers have investment experience that spans multiple decades, encompassing many interest rate cycles. We’re dedicated to providing professional and transparent advice to high net worth individuals, families and institutions. |
|
| Halyard Asset Management, LLC |
Steven |
Boyd |
Principal |
(914) 437-5600 |
WM |
info@halyardmgmt.com |
info@halyardmgmt.com |
50 Main Street, 9th Floor |
White Plains |
NY |
10606 |
United States of America |
North America |
https://www.linkedin.com/in/steven-boyd-61a63b1b/ |
Halyard’s investment philosophy is to take a pragmatic, relative-value approach to fixed income investing. |
2.010 |
|
|
https://www.linkedin.com/company/halyard-asset-management-llc/ |
http://halyardmgmt.com/ |
Halyard, an SEC-Registered Investment Advisor with the mandate of managing fixed income assets. All of our portfolio managers have investment experience that spans multiple decades, encompassing many interest rate cycles. We’re dedicated to providing professional and transparent advice to high net worth individuals, families and institutions. |
|
| Hamilton Gray Wealth Management |
John |
Gray |
Founder |
(305) 600-1161 |
WM |
john@hamiltongraywealth.com |
info@hamiltongraywealth.com |
429 Lenox Avenue |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/john-gray-92077334/ |
|
2.015 |
|
|
https://www.linkedin.com/company/hamilton-gray-wealth-management-llc/about/ |
https://www.hamiltongraywealth.com |
Comprehensive wealth planning and management. Working with select client families to help them optimize their personal and financial outcomes. Working with each client family's other professionals (banking/investment, tax, insurance, business, legal, personal and estate planning) to improve operational effectiveness and to identify and pursue interrelated opportunities. |
|
| Hamilton Wealth Management LLC |
Michael |
Hamilton |
President |
(239) 332-3233 |
WM |
michael@hamiltonwm.com |
|
5237 Summerlin Commons Boulevard |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/michael-hamilton-845a2aa/ |
|
|
|
|
|
http://www.hamiltonwm.com/ |
Hamilton Wealth Management is committed to helping people pursue their financial goals. As an independent branch office of Centaurus Financial, Inc., we have access to a wide range of financial products and services for individuals and business owners. We believe the information we provide will be better enable you to identify your goals and make sound decisions to help reach them. |
|
| Hamilton Wealth Management LLC |
Robert |
Schimmel |
Financial Advisor |
(239) 332-3233 |
WM |
robert@hamiltonwm.com |
|
5237 Summerlin Commons Boulevard |
Fort Myers |
FL |
33907 |
United States of America |
North America |
|
|
|
|
|
|
http://www.hamiltonwm.com/ |
Hamilton Wealth Management is committed to helping people pursue their financial goals. As an independent branch office of Centaurus Financial, Inc., we have access to a wide range of financial products and services for individuals and business owners. We believe the information we provide will be better enable you to identify your goals and make sound decisions to help reach them. |
|
| Hanke & Company Wealth Management, LLC |
Milo |
Hanke |
Principal |
(415) 781-6300 |
WM |
milo@hankewealth.com |
contact@hankewealth.com |
100 Bush St Ste 1675 |
San Francisco |
CA |
94104 |
United States of America |
North America |
http://www.linkedin.com/in/milohanke |
|
1.984 |
|
|
https://www.linkedin.com/company/hanke-co-wealth-management-llc |
https://www.hankewealth.com |
Hanke & Company Wealth Management works only with individuals and families. As trusted long-term advisors, we educate and reduce complexity for our clients so that with our guidance, they make sound decisions to safeguard their financial resources through market contractions and expansions. Our approach is to get to know clients’ individual needs, desires and life goals, so that we can tailor a plan to help them achieve and maintain the financial resources they need to attain those goals and live life to its fullest. |
|
| Hanke & Company Wealth Management, LLC |
Manuel |
Burkhardt-Apolonio |
Associate Financial Planner |
(415) 781-6300 |
WM |
manuel@hankewealth.com |
contact@hankewealth.com |
100 Bush St Ste 1675 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/mannyapolonio/ |
|
1.984 |
|
|
https://www.linkedin.com/company/hanke-co-wealth-management-llc |
https://www.hankewealth.com |
Hanke & Company Wealth Management works only with individuals and families. As trusted long-term advisors, we educate and reduce complexity for our clients so that with our guidance, they make sound decisions to safeguard their financial resources through market contractions and expansions. Our approach is to get to know clients’ individual needs, desires and life goals, so that we can tailor a plan to help them achieve and maintain the financial resources they need to attain those goals and live life to its fullest. |
|
| Hanlon Investment Management |
Christopher |
Adamo |
CCO & Senior Counsel |
(888) 641-7100 |
WM |
cadamo@hanlon.com |
sales@hanlon.com |
3393 Bargaintown Road |
Egg Harbor Township |
NJ |
08234 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/hanlon-investment-management-inc/ |
https://www.hanlon.com/ |
Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from the custodian of their choosing, see intraday account activity with certain custodian(s), use CRM and financial planning, and offer clients personalized web-portals with unlimited account aggregation. Delivering and enabling successful client outcomes is our business. |
|
| Hanlon Investment Management |
Heather |
Goodwin |
Director of Operations |
(888) 641-7100 |
WM |
hgoodwin@hanlon.com |
sales@hanlon.com |
3393 Bargaintown Road |
Egg Harbor Township |
NJ |
08234 |
United States of America |
North America |
https://www.linkedin.com/in/heather-goodwin-774a05168/ |
|
1.999 |
|
|
https://www.linkedin.com/company/hanlon-investment-management-inc/ |
https://www.hanlon.com/ |
Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from the custodian of their choosing, see intraday account activity with certain custodian(s), use CRM and financial planning, and offer clients personalized web-portals with unlimited account aggregation. Delivering and enabling successful client outcomes is our business. |
|
| Hanlon Investment Management |
George |
Peller |
CoChief Investment Officer |
(888) 641-7100 |
WM |
gpeller@hanlon.com |
sales@hanlon.com |
3393 Bargaintown Road |
Egg Harbor Township |
NJ |
08234 |
United States of America |
North America |
https://www.linkedin.com/in/georgepeller3/ |
|
1.999 |
|
|
https://www.linkedin.com/company/hanlon-investment-management-inc/ |
https://www.hanlon.com/ |
Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from the custodian of their choosing, see intraday account activity with certain custodian(s), use CRM and financial planning, and offer clients personalized web-portals with unlimited account aggregation. Delivering and enabling successful client outcomes is our business. |
|
| Hanlon Investment Management |
Don |
Williams |
COO |
(888) 641-7100 |
WM |
dwilliams@hanlon.com |
trading@hanloninvest.com |
3393 Bargaintown Road |
Egg Harbor Township |
NJ |
08234 |
United States of America |
North America |
https://www.linkedin.com/in/donald-williams-4793116/ |
|
1.999 |
|
|
https://www.linkedin.com/company/hanlon-investment-management-inc/ |
https://www.hanlon.com/ |
Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from the custodian of their choosing, see intraday account activity with certain custodian(s), use CRM and financial planning, and offer clients personalized web-portals with unlimited account aggregation. Delivering and enabling successful client outcomes is our business. |
|
| HANSOM Wealth Management |
Oliver |
Kramer |
Managing Director |
(312) 241-1929 |
WM |
oliver.kramer@hansomwm.com |
|
222 Merchandise Mart Plaza, Suite 1225 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/oliverkramer/ |
|
2.010 |
|
|
https://www.linkedin.com/company/hansom-wealth-management-llc/about/ |
https://www.hansomwm.com |
Hansom Wealth Management is a boutique independent Registered Investment Advisor (RIA) firm that provides Financial Advisory, Asset Management and Insurance Planning to a bespoke clientele. |
|
| Harbor Crest Wealth Advisors |
Michael |
Hennessy |
Founder |
(954) 210-7890 |
WM |
mike.hennessy@harborcrestwealth.com |
info@harborcrestwealth.com |
600 Corporate Drive, Suite 502 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/mhennessy-cfa-cfp/ |
|
2.019 |
|
|
https://www.linkedin.com/company/harborcrestwealth/ |
https://harborcrestwealth.com/ |
Harbor Crest Wealth Advisors helps families find confidence and peace of mind. With over 10 years in the financial services industry, we know how to take complex problems and simplify them into a personalized, strong plan of action. We build a plan that encompasses more than just your investments—we’ll help you navigate all of the emotional and financial adjustments along the way. Located in Fort Lauderdale with service extended to the broader South Florida area, Harbor Crest Wealth Advisors works with families, retirees, business owners, as well as the boating community. We specialize in offering disciplined financial planning, tax planning, retirement planning, and investment management, helmed by founder and CEO Mike Hennessy, a CFA® charter holder and a CFP® professional. |
|
| Harbor Investment Management |
Rick |
Bernstein |
SVP, Investments |
(954) 789-9736 |
WM |
rick.bernstein@lpl.com |
|
1333 S. University Dr., Suite 200 |
Plantation |
FL |
33324 |
United States of America |
North America |
http://www.linkedin.com/in/ricksbernstein/ |
|
|
$253 million |
|
|
https://www.harborinvestmentmgmt.com/ |
Harbor Investment Management offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Our practice serves families and business owners looking to protect and grow their money, by hiring an advisor who works with you to remove the stress of financial decisions. |
|
| Harbor West |
Gerard |
Gruber |
President |
(203) 454-3377 |
WM |
ggruber@harborwest.com |
|
830 Post Road East Suite 102 |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/gerardgruber/ |
|
1.997 |
|
|
https://www.linkedin.com/company/harborwest/ |
https://www.harborwest.com/ |
Harbor West Financial financial planning and wealth management firm is dedicated to working with you to build a sound financial future.
With over 20 years of experience consulting with people regarding their financial concerns, we have helped our clients transition to their next stage in life by offering caring, helpful and valuable advice for both your immediate needs as well as your long term financial well-being. |
|
| Harbour Capital Advisors, LLC |
Betsy |
Duff |
Managing Partner |
Office: (703) 992-6317, Mobile: (571) 422-8136 |
WM |
betsy@harbourcapitaladvisors.com |
|
7601 Lewinsville Road, Suite 206 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/betsy-duff-78763226/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.011 |
$320M |
|
https://www.linkedin.com/company/5320280 |
http://harbourcapitaladvisors.com/ |
An independent and privately-held multi-family office and investment and wealth management firm, Harbour Capital Advisors was founded in 2011 to provide a highly-customized and integrated approach to the various investment, tax, estate and trust planning, philanthropic, and stewardship needs of its clients, including high-net-worth individuals and families and their foundations and endowments. |
|
| Harbour Capital Advisors, LLC |
Kevin |
Hennessy |
Managing Director |
Office: (703) 992-6735, Mobile: (571) 422-8125 |
WM |
kevin@harbourcapitaladvisors.com |
|
7601 Lewinsville Road, Suite 206 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-hennessy-7013253a/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.011 |
$320M |
|
https://www.linkedin.com/company/5320280 |
http://harbourcapitaladvisors.com/ |
An independent and privately-held multi-family office and investment and wealth management firm, Harbour Capital Advisors was founded in 2011 to provide a highly-customized and integrated approach to the various investment, tax, estate and trust planning, philanthropic, and stewardship needs of its clients, including high-net-worth individuals and families and their foundations and endowments. |
|
| Harbour Capital Advisors, LLC |
Scott |
Wilson |
Portfolio Manager |
Office: (703) 992-6371, Mobile: (571) 422-8128 |
WM |
scott@harbourcapitaladvisors.com |
|
7601 Lewinsville Road, Suite 206 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/scott-b-wilson-22653812/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.011 |
$320M |
|
https://www.linkedin.com/company/5320280 |
http://harbourcapitaladvisors.com/ |
An independent and privately-held multi-family office and investment and wealth management firm, Harbour Capital Advisors was founded in 2011 to provide a highly-customized and integrated approach to the various investment, tax, estate and trust planning, philanthropic, and stewardship needs of its clients, including high-net-worth individuals and families and their foundations and endowments. |
|
| Harbour Capital Advisors, LLC |
Thomas |
Kim |
Chief Investment Officer |
Office: (703) 992-6482, Mobile: (571) 422-8127 |
WM |
tom@harbourcapitaladvisors.com |
|
7601 Lewinsville Road, Suite 206 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-s-kim-cfa-1a059030/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.011 |
$320M |
|
https://www.linkedin.com/company/5320280 |
http://harbourcapitaladvisors.com/ |
An independent and privately-held multi-family office and investment and wealth management firm, Harbour Capital Advisors was founded in 2011 to provide a highly-customized and integrated approach to the various investment, tax, estate and trust planning, philanthropic, and stewardship needs of its clients, including high-net-worth individuals and families and their foundations and endowments. |
|
| Harbourfront Wealth Management |
Danny |
Popescu |
President & CEO |
(877) 588-6822 |
WM |
dpopescu@harbourfrontwealth.com |
admin@harbourfrontwealth.com |
3100-1021 W. Hastings |
Vancouver |
BC |
V6E 0C3 |
Canada |
North America |
https://www.linkedin.com/in/popescugroup/ |
|
|
|
|
https://www.linkedin.com/company/harbourfront-wealth-management/ |
https://harbourfrontwealth.com/ |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. |
|
| Harbourfront Wealth Management |
Lynn |
Stibbard |
CFO & COO |
(877) 588-6822 |
WM |
lstibbard@harbourfrontwealth.com |
admin@harbourfrontwealth.com |
3100-1021 W. Hastings |
Vancouver |
BC |
V6E 0C3 |
Canada |
North America |
https://www.linkedin.com/in/lynn-reston-stibbard-2b98746/ |
|
|
|
|
https://www.linkedin.com/company/harbourfront-wealth-management/ |
https://harbourfrontwealth.com/ |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. |
|
| Harbourfront Wealth Management |
Mark |
Pinto |
EVP, Leadership & Growth Strategy |
(844) 319-8977 |
WM |
mpinto@harbourfrontwealth.com |
admin@harbourfrontwealth.com |
3100-1021 W. Hastings |
Vancouver |
BC |
V6E 0C3 |
Canada |
North America |
https://www.linkedin.com/in/mark-pinto/ |
|
|
|
|
https://www.linkedin.com/company/harbourfront-wealth-management/ |
https://harbourfrontwealth.com/ |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. |
|
| Harbourfront Wealth Management |
Frank |
Santelli |
SVP, Advisor Relations |
Direct: (905) 319-8977 Ext. 2106, Mobile: (905) 301-4251 |
WM |
fsantelli@harbourfrontwealth.com |
admin@harbourfrontwealth.com |
3100-1021 W. Hastings |
Vancouver |
BC |
V6E 0C3 |
Canada |
North America |
https://www.linkedin.com/in/frank-santelli-06057b12/ |
|
|
|
|
https://www.linkedin.com/company/harbourfront-wealth-management/ |
https://harbourfrontwealth.com/ |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. |
|
| Harbourfront Wealth Management |
Wes |
Ashton |
Portfolio Manager, Director of Growth Strategy |
(604) 558-6830 |
WM |
washton@harbourfrontwealth.com |
admin@harbourfrontwealth.com |
Marine Building, 510 – 355 Burrard Street |
Vancouver |
BC |
V6C 2G8 |
Canada |
North America |
https://www.linkedin.com/in/wesashton/ |
|
|
|
|
https://www.linkedin.com/company/harbourfront-wealth-management/ |
https://harbourfrontwealth.com/ |
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. |
|
| Harding Investments & Planning |
Adam |
Harding |
Advisor |
(602) 610-9545 |
WM |
adam@hardingwealth.com |
adam@hardingwealth.com |
222 South Mill Avenue, 8th Floor, Suite 800 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/adamharding/ |
Mutual Funds, ETFs |
2.016 |
|
|
https://www.linkedin.com/company/ahwealth/ |
https://www.hardingwealth.com/ |
Harding Investments & Planning helps people navigate life's financial complexities. We are passionate about helping individuals navigate complex financial situations on route to their goals.
Financial professionals too often forget that they're working with people instead of numbers. We do things differently. By building a strong financial blueprint, implementing sound investment strategies, and executing sophisticated financial planning techniques, we feel we can help investors in their pursuit of their goals. |
|
| Harding's Wealth Managers, Inc. |
Glen |
Harding |
Founder |
(570) 977-7417 |
WM |
glenh@ptd.net |
glenh@ptd.net |
1310 US-209, Suite 102 |
Gilbert |
PA |
18331 |
United States of America |
North America |
https://www.linkedin.com/in/glenharding/ |
|
2.002 |
|
|
|
https://glenmyinvestmentadvisor.com/ |
At Harding’s Wealth Managers, we work on a fee basis, which means that you don’t pay us commission as we adjust your investment portfolio to meet your changing needs and market situations. We are proud to work with clients throughout Gilbert, PA and the rest of the country, providing a wide range of investment and retirement services to help you reach your goals. By staying updated and educated on all of the fluctuations occurring in the national and international financial markets, we can provide our clients with objective, reliable guidance on their investment portfolios. |
|
| Hardy Reed |
Scott |
Reed |
CEO |
(662) 823-4722 |
WM |
sreed@hardyreed.com |
info@hardyreed.com |
101 South Front Street |
Tupelo |
MS |
38804 |
United States of America |
North America |
https://www.linkedin.com/in/scott-reed-56ba3410/ |
|
2.006 |
|
|
https://www.linkedin.com/company/hardyreed/ |
https://hardyreed.com/ |
Hardy Reed, LLC, is an independent investment advisory, fiduciary consulting and retirement plan services firm providing Objective Fiduciary Guidance. We are a Registered Investment Advisor (RIA) with clients throughout the United States. Our team of investment advisory, fiduciary consulting and retirement plan services professionals provides objective consulting and investment advisory guidance to high-net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on strategies to help preserve and grow capital. |
|
| Hardy Reed |
John |
Hardy |
President |
(662) 823-4722 |
WM |
jhardy@hardyreed.com |
info@hardyreed.com |
101 South Front Street |
Tupelo |
MS |
38804 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/hardyreed/ |
https://hardyreed.com/ |
Hardy Reed, LLC, is an independent investment advisory, fiduciary consulting and retirement plan services firm providing Objective Fiduciary Guidance. We are a Registered Investment Advisor (RIA) with clients throughout the United States. Our team of investment advisory, fiduciary consulting and retirement plan services professionals provides objective consulting and investment advisory guidance to high-net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on strategies to help preserve and grow capital. |
|
| Hardy Reed |
Ken |
Mathis |
COO |
(662) 823-4722 |
WM |
kmathis@hardyreed.com |
info@hardyreed.com |
101 South Front Street |
Tupelo |
MS |
38804 |
United States of America |
North America |
https://www.linkedin.com/in/kenlmathis/ |
|
2.006 |
|
ken_mathis@outlook.com |
https://www.linkedin.com/company/hardyreed/ |
https://hardyreed.com/ |
Hardy Reed, LLC, is an independent investment advisory, fiduciary consulting and retirement plan services firm providing Objective Fiduciary Guidance. We are a Registered Investment Advisor (RIA) with clients throughout the United States. Our team of investment advisory, fiduciary consulting and retirement plan services professionals provides objective consulting and investment advisory guidance to high-net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on strategies to help preserve and grow capital. |
|
| Harpsden Wealth Management |
Ian |
Brady |
Chief Investment Officer and Director |
44 149 157-0822 |
WM |
ian.brady@harpsden.com |
info@harpsden.com |
Newtown House, Newtown Road, Henley-on-Thames |
Oxfordshire |
|
RG9 1HG |
United Kingdom |
Europe |
https://www.linkedin.com/in/ian-brady-927bba11/ |
|
2.008 |
|
|
|
https://harpsden.com/ |
At Harpsden Wealth Management our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive independent financial planning. Established in 2008, Harpsden Wealth Management is a privately-owned, award-winning company dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations. |
|
| Harris Financial Advisors |
Phil |
Harris |
Senior Partner, Financial Advisor |
(208) 342-1670 |
WM |
advice@hfaboise.com |
advice@hfaboise.com |
1739 S Jade Way #100 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/phil-harris-8a5a8331/ |
|
2.002 |
|
|
https://www.linkedin.com/company/harris-financial-advisors/ |
https://www.hfaboise.com/ |
OUR FIRM was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and affluent individuals seeking investment advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. KMS Financial Services, Inc. is a FINRA Member and an SEC registered investment adviser. The Principals of Harris Financial Advisors are Investment Adviser Representatives with KMS. They have over 36 years of combined investment and planning experience. |
|
| Harris Financial Advisors |
Dini |
Harris |
Managing Partner, Financial Advisor |
(208) 342-1670 |
WM |
advice@hfaboise.com |
advice@hfaboise.com |
1739 S Jade Way #100 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/diniharris/ |
|
2.002 |
|
|
https://www.linkedin.com/company/harris-financial-advisors/ |
https://www.hfaboise.com/ |
OUR FIRM was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and affluent individuals seeking investment advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. KMS Financial Services, Inc. is a FINRA Member and an SEC registered investment adviser. The Principals of Harris Financial Advisors are Investment Adviser Representatives with KMS. They have over 36 years of combined investment and planning experience. |
|
| Harris Financial Advisors |
Logan |
Gochnour |
Associate Advisor |
(208) 342-1670 |
WM |
advice@hfaboise.com |
advice@hfaboise.com |
1739 S Jade Way #100 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/logan-gochnour/ |
|
2.002 |
|
|
https://www.linkedin.com/company/harris-financial-advisors/ |
https://www.hfaboise.com/ |
OUR FIRM was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and affluent individuals seeking investment advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. KMS Financial Services, Inc. is a FINRA Member and an SEC registered investment adviser. The Principals of Harris Financial Advisors are Investment Adviser Representatives with KMS. They have over 36 years of combined investment and planning experience. |
|
| Harris Financial Advisors, Inc. |
Mary |
Harri |
Founder |
(310) 791-3226 ext. 108 |
WM |
mary@harrisfinancial.net |
info@harrisfinancial.net |
25500 Hawthorne Blvd., Suite 1030 |
Torrance |
CA |
90505 |
United States of America |
North America |
https://www.linkedin.com/in/marygharris/ |
|
1.992 |
|
|
https://www.linkedin.com/company/harris-financial-advisors-inc-/ |
https://harrisfinancial.net/ |
Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations. We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions. |
|
| Harris Financial Advisors, Inc. |
Stewart |
Darrell |
President |
(310) 791-3226 ext. 107 |
WM |
stewart@harrisfinancial.net |
info@harrisfinancial.net |
25500 Hawthorne Blvd., Suite 1030 |
Torrance |
CA |
90505 |
United States of America |
North America |
https://www.linkedin.com/in/stewart-darrell-cfa-8a1a251/ |
|
1.992 |
|
|
https://www.linkedin.com/company/harris-financial-advisors-inc-/ |
https://harrisfinancial.net/ |
Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations. We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions. |
|
| Harris Financial Advisors, Inc. |
Matthew |
Kuhn |
Portfolio Manager |
(310) 791-3226 ext. 101 |
WM |
matt@harrisfinancial.net |
info@harrisfinancial.net |
25500 Hawthorne Blvd., Suite 1030 |
Torrance |
CA |
90505 |
United States of America |
North America |
https://www.linkedin.com/in/matt-kuhn-cfa-66b31538/ |
|
1.992 |
|
|
https://www.linkedin.com/company/harris-financial-advisors-inc-/ |
https://harrisfinancial.net/ |
Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations. We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions. |
|
| Harris Financial Advisors, Inc. |
Cristin |
Harris Rigg |
Personal Wealth Advisor |
(310) 791-3226 ext. 102 |
WM |
cristin@harrisfinancial.net |
info@harrisfinancial.net |
25500 Hawthorne Blvd., Suite 1030 |
Torrance |
CA |
90505 |
United States of America |
North America |
https://www.linkedin.com/in/cristin-h-rigg-cfp®-cdfa-4566964/ |
|
1.992 |
|
|
https://www.linkedin.com/company/harris-financial-advisors-inc-/ |
https://harrisfinancial.net/ |
Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations. We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions. |
|
| Harris Financial Advisors, Inc. |
Kristen |
Perez |
Director of Financial Planning |
(310) 791-3226 ext. 104 |
WM |
kristenk@harrisfinancial.net |
info@harrisfinancial.net |
25500 Hawthorne Blvd., Suite 1030 |
Torrance |
CA |
90505 |
United States of America |
North America |
https://www.linkedin.com/in/kristenlerchperez/ |
|
1.992 |
|
|
https://www.linkedin.com/company/harris-financial-advisors-inc-/ |
https://harrisfinancial.net/ |
Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations. We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions. |
|
| Harris Investment Advisors LLC |
David |
Harris |
Principal |
(480) 659-8380 |
WM |
david@harrisinvest.com |
|
6991 E. Camelback Rd., Suite D-300 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/davidsethharris/ |
|
|
|
|
|
https://www.harrisinvest.com/ |
Harris Investment Advisors provides investment advisory services and insurance services. |
|
| Hart Capital Management |
Craig |
Hart |
President and Chief Investment Officer |
(208) 714-0812 |
WM |
craig@hartcap.com |
info@hartcap.com |
701 E Front Ave., Suite 101 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/craigwhart/ |
|
1.998 |
|
|
https://www.linkedin.com/company/hart-capital-management-inc/ |
https://hartcap.com/ |
Hart Capital Management, Inc.is a locally-owned, independent, fee-only registered investment advisor (RIA). We are a wealth management firm, focused on asset management and financial planning for discriminating clients. Located in Spokane Washington and Coeur d'Alene Idaho, Hart Capital Management is a team-based financial planner dedicated to working with people like you. |
|
| Hart Capital Management |
Kevin |
Lehinger |
SVP, Financial Planning Specialist and Relationship Manager |
(208) 714-0812 |
WM |
kevin@hartcap.com |
info@hartcap.com |
701 E Front Ave., Suite 101 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-lehinger-48994018/ |
|
1.998 |
|
|
https://www.linkedin.com/company/hart-capital-management-inc/ |
https://hartcap.com/ |
Hart Capital Management, Inc.is a locally-owned, independent, fee-only registered investment advisor (RIA). We are a wealth management firm, focused on asset management and financial planning for discriminating clients. Located in Spokane Washington and Coeur d'Alene Idaho, Hart Capital Management is a team-based financial planner dedicated to working with people like you. |
|
| Hart Capital Management |
Melanie |
Keiser |
VP and Relationship Manager |
(509) 444-7007 |
WM |
melanie@hartcap.com |
info@hartcap.com |
701 E Front Ave., Suite 101 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/hart-capital-management-inc/ |
https://hartcap.com/ |
Hart Capital Management, Inc.is a locally-owned, independent, fee-only registered investment advisor (RIA). We are a wealth management firm, focused on asset management and financial planning for discriminating clients. Located in Spokane Washington and Coeur d'Alene Idaho, Hart Capital Management is a team-based financial planner dedicated to working with people like you. |
|
| Hart Capital Management |
Dolly |
DuBois |
VP Finance and Financial Planning Specialist |
(208) 714-0812 |
WM |
dolly@hartcap.com |
info@hartcap.com |
701 E Front Ave., Suite 101 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/hart-capital-management-inc/ |
https://hartcap.com/ |
Hart Capital Management, Inc.is a locally-owned, independent, fee-only registered investment advisor (RIA). We are a wealth management firm, focused on asset management and financial planning for discriminating clients. Located in Spokane Washington and Coeur d'Alene Idaho, Hart Capital Management is a team-based financial planner dedicated to working with people like you. |
|
| Hatton Consulting, Inc. |
Tim |
Hatton |
Founder and President |
(602) 852-5520 |
WM |
tim@hattonconsulting.com |
|
5090 N 40th Street, Suite 160 |
Mesa |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/tim-hatton-36867618/ |
|
1.999 |
|
|
|
https://www.hattonconsulting.com/ |
Hatton Consulting provide privates wealth management, including comprehensive financial planning, investment, trustee and banking services. We are passionate about creating enduring relationships with a strong commitment to the highest standards of integrity, experience and service. Our clients may come from a variety of backgrounds, yet they share a commonality: They work with us because they are confident they will receive great advice for a fair fee regardless of the issue. We strive to help our clients make informed and confident decisions about their money. |
|
| Hatton Consulting, Inc. |
Jim |
Hatton |
Vice President |
(602) 852-5520 |
WM |
jim@hattonconsulting.com |
|
5090 N 40th Street, Suite 160 |
Mesa |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/jim-hatton-9b7196107/ |
|
1.999 |
|
|
|
https://www.hattonconsulting.com/ |
Hatton Consulting provide privates wealth management, including comprehensive financial planning, investment, trustee and banking services. We are passionate about creating enduring relationships with a strong commitment to the highest standards of integrity, experience and service. Our clients may come from a variety of backgrounds, yet they share a commonality: They work with us because they are confident they will receive great advice for a fair fee regardless of the issue. We strive to help our clients make informed and confident decisions about their money. |
|
| Hatton Consulting, Inc. |
Tigran |
Unciano |
Wealth Manager |
(602) 852-5520, (877) 849-3683 |
WM |
tigran@hattonconsulting.com |
|
5090 N 40th Street, Suite 160 |
Mesa |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/tigran-unciano-cfa-cfp®-3a665118/ |
|
1.999 |
|
|
|
https://www.hattonconsulting.com/ |
Hatton Consulting provide privates wealth management, including comprehensive financial planning, investment, trustee and banking services. We are passionate about creating enduring relationships with a strong commitment to the highest standards of integrity, experience and service. Our clients may come from a variety of backgrounds, yet they share a commonality: They work with us because they are confident they will receive great advice for a fair fee regardless of the issue. We strive to help our clients make informed and confident decisions about their money. |
|
| Hawksford Family Office |
Michael |
Powell |
Director - Family Office |
44 779 771-3068 |
WM |
michael.powell@hawksford.com |
dpo@hawksford.com |
Hawksford House, 15 Esplanade, St Helier |
Jersey |
|
JE1 1RB |
Channel Islands |
Europe |
https://www.linkedin.com/in/michael-powell-7340a62a/ |
Structuring for Corporates & Private Clients, Trusts & Alternative Structures, Tax planning, Investment funds, Family Office, Managed & Private Trust Companies, Employee Solutions, Fund Administration, Financial Services, Wealth Management, Advisory, and Wills & Probate |
1.963 |
|
|
https://www.hawksford.com/selected-services/private-client-services/family-office |
https://www.hawksford.com/ |
Hawksford provides Multi-Family Office and Financial Services since 1963. At Hawksford, we take on the burden of regulatory, financial and tax compliance, and corporate governance to allow our clients to focus on what they are good at … running their businesses and creating wealth. We help clients turn their opportunities into reality. We have helped families to take care of their wealth, entrepreneurs to succeed, multinational companies to operate and transact, and funds to maximise their returns. |
|
| Haymarket Wealth Management |
Tom |
Hagerstrom |
Founder |
(973) 441-2110 |
WM |
thomas@haymarketwealth.com |
thomas@haymarketwealth.com |
40 Main Street |
Madison |
NJ |
07940 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-hagerstrom-55421972/ |
|
2.012 |
|
|
|
http://www.haymarketwealth.com/ |
Haymarket, an independent, fee-only Registered Investment Advisory firm. We are a fiduciary to our clients, focused on providing comprehensive financial planning and investment management services. All aspects of our wealth management practice are geared toward helping clients most reliably and efficiently achieve their goals and objectives. Each client's goals, objectives, resources and constraints are unique - as a result, so too are their financial plans, insurance, and estate planning needs and investment portfolios. |
|
| Hazlett Wealth Management, LLC |
Suzanne |
Hazlett |
President |
(208) 726-0605 |
WM |
suzanne.hazlett@raymondjames.com |
|
675 Sun Valley Road, J1 + J2, P.O. Box 5378 |
Ketchum |
ID |
83340 |
United States of America |
North America |
https://www.linkedin.com/in/smhazlett/ |
|
|
|
suzanne@hazlettwealth.com |
|
https://www.hazlettwealthmanagement.com/ |
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hazlett Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. |
|
| HBKS Wealth Advisors |
Christopher |
Allegretti |
Managing Principal & CEO |
(724) 934-8200 |
WM |
callegretti@hbkcpa.com |
info@hbkswealth.com |
200 Pinewood Lane, Suite 204 |
Warrendale |
PA |
15086 |
United States of America |
North America |
https://www.linkedin.com/in/chris-allegretti-5409b31/ |
|
|
$3B |
|
https://www.linkedin.com/company/hbks-wealth-advisors/ |
https://hbkswealth.com/ |
HBKS is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
|
| HBKS Wealth Advisors |
Quinto |
Ambrosetti |
Principal, Senior Financial Advisor |
(814) 459-1116 |
WM |
qambrosetti@hbkswealth.com |
info@hbkswealth.com |
235 West 6th Street |
Erie |
PA |
16507 |
United States of America |
North America |
https://www.linkedin.com/in/quintoambrosetti/ |
|
|
$3B |
|
https://www.linkedin.com/company/hbks-wealth-advisors/ |
https://hbkswealth.com/ |
HBKS is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
|
| HBKS Wealth Advisors |
James |
Arcoraci |
Principal, Senior Financial Advisor |
(716) 672-7800 |
WM |
jarcoraci@hbkswealth.com |
info@hbkswealth.com |
33 Church St., 2nd Floor |
Fredonia |
NY |
14063 |
United States of America |
North America |
|
|
|
$3B |
|
https://www.linkedin.com/company/hbks-wealth-advisors/ |
https://hbkswealth.com/ |
HBKS is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
|
| HBKS Wealth Advisors |
Dan |
Baer |
Principal, Senior Financial Advisor |
(239) 919-1268 |
WM |
dbaer@hbkswealth.com |
info@hbkswealth.com |
3838 Tamiami Trail North, Suite 100 |
Naples |
FL |
34103 |
United States of America |
North America |
|
|
|
$3B |
|
https://www.linkedin.com/company/hbks-wealth-advisors/ |
https://hbkswealth.com/ |
HBKS is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
|
| HBKS Wealth Advisors |
William |
Casey III |
Principal, Senior Financial Advisor |
(215) 735-9530 |
WM |
wcasey@hbkswealth.com |
info@hbkswealth.com |
1760 Market Street, Suite 904 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/bill-casey-b059337/ |
|
|
$3B |
|
https://www.linkedin.com/company/hbks-wealth-advisors/ |
https://hbkswealth.com/ |
HBKS is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
|
| HBKS Wealth Advisors |
Matthew |
Costigan |
Principal, Senior Financial Advisor |
(724) 934-8200 |
WM |
mcostigan@hbkswealth.com |
info@hbkswealth.com |
200 Pinewood Lane, Suite 204 |
Warrendale |
PA |
15086 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-costigan-cfp®-cpa-310ab52/ |
|
|
$3B |
|
https://www.linkedin.com/company/hbks-wealth-advisors/ |
https://hbkswealth.com/ |
HBKS is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
|
| HC Financial Advisors, Inc. |
Andy |
Byron |
Senior Financial Advisor & Principal |
(925) 299-1800 |
WM |
abyron@hcfinancial.com |
info@hcfinancial.com |
3685 Mt. Diablo Blvd., Suite 200 |
Lafayette |
CA |
94549 |
United States of America |
North America |
https://www.linkedin.com/in/andy-byron-cfp®-641148/ |
|
|
$315M |
|
https://www.linkedin.com/company/hc-financial-advisors-inc-/ |
https://www.hcfinancial.com/ |
At HC Financial Advisors, we serve as experienced financial guides, providing financial planning and investment management to help clients find their way through the various transitions and stages of their life. |
|
| HC Financial Advisors, Inc. |
Stephen |
Biggs |
Chief Investment Officer and a Principal |
(925) 299-1800 |
WM |
sbiggs@hcfinancial.com |
info@hcfinancial.com |
3685 Mt. Diablo Blvd., Suite 200 |
Lafayette |
CA |
94549 |
United States of America |
North America |
https://www.linkedin.com/in/steve-biggs-cfa-cfp®-1727314/ |
|
|
$315M |
|
https://www.linkedin.com/company/hc-financial-advisors-inc-/ |
https://www.hcfinancial.com/ |
At HC Financial Advisors, we serve as experienced financial guides, providing financial planning and investment management to help clients find their way through the various transitions and stages of their life. |
|
| HCR Wealth Advisors |
Greg |
Heller |
Founder & CEO |
(310) 473-5445 |
WM |
gheller@hcrwealth.com |
|
10866 Wilshire Blvd., Suite 1600 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/greg-heller-37342a9/ |
|
1.988 |
|
|
https://www.linkedin.com/company/hcr-wealth-advisors/ |
https://www.hcrwealth.com/ |
HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. |
|
| HCR Wealth Advisors |
Steve |
Weinberger |
Senior Managing Director |
(310) 473-5445 |
WM |
sweinberger@hcrwealth.com |
|
10866 Wilshire Blvd., Suite 1600 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
|
|
1.988 |
|
|
https://www.linkedin.com/company/hcr-wealth-advisors/ |
https://www.hcrwealth.com/ |
HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. |
|
| HCR Wealth Advisors |
Jordan |
Kahn |
Chief Investment Officer |
(310) 473-5445 |
WM |
jkahn@hcrwealth.com |
|
10866 Wilshire Blvd., Suite 1600 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/jordankahn1/ |
|
1.988 |
|
|
https://www.linkedin.com/company/hcr-wealth-advisors/ |
https://www.hcrwealth.com/ |
HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. |
|
| HCR Wealth Advisors |
Alyssa |
Phillips |
Chief Operating Officer |
(310) 473-5445 |
WM |
aphillips@hcrwealth.com |
|
10866 Wilshire Blvd., Suite 1600 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/alyssa-phillips-56171699/ |
|
1.988 |
|
|
https://www.linkedin.com/company/hcr-wealth-advisors/ |
https://www.hcrwealth.com/ |
HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. |
|
| HCR Wealth Advisors |
Michelle |
Katzen |
Managing Director |
(310) 473-5445 |
WM |
mkatzen@hcrwealth.com |
|
10866 Wilshire Blvd., Suite 1600 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-meacham-katzen-cfp®-cdfa®-05303922/ |
|
1.988 |
|
|
https://www.linkedin.com/company/hcr-wealth-advisors/ |
https://www.hcrwealth.com/ |
HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. |
|
| HCR Wealth Advisors |
Dave |
Hindler |
Managing Director |
(310) 575-9119 |
WM |
dhindler@hcrwealth.com |
|
10866 Wilshire Blvd., Suite 1600 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/dave-hindler-5570b011/ |
|
1.988 |
|
|
https://www.linkedin.com/company/hcr-wealth-advisors/ |
https://www.hcrwealth.com/ |
HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. |
|
| HeadWaters Wealth Management |
Lisa |
Derig |
Partner |
(208) 639-6154 |
WM |
Lisa.Derig@headwaterswm.com |
info@headwaterswm.com |
401 W. Front Street, Suite 400 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-m-derig-a9b0348/ |
|
2.014 |
|
|
|
http://www.headwaterswm.com/ |
Welcome to Headwaters Wealth Management, a full-service company specializing in investment management, retirement planning and estate conservation. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.
Creating an effective wealth management plan starts with asking the right questions: delving deeply into objectives, risk tolerance, liquidity and credit needs, family and estate issues and service preferences. Working closely together, we define your ultimate objectives, both for lifestyle and wealth transfer, and confirm expectations, thus establishing a solid foundation for your planned our relationship. |
|
| HeadWaters Wealth Management |
Paul |
Norman |
Partner |
(208) 639-6157 |
WM |
Paul.Norman@headwaterswm.com |
info@headwaterswm.com |
401 W. Front Street, Suite 400 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/paul-l-norman-1615ab95/ |
|
2.014 |
|
|
|
http://www.headwaterswm.com/ |
Welcome to Headwaters Wealth Management, a full-service company specializing in investment management, retirement planning and estate conservation. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.
Creating an effective wealth management plan starts with asking the right questions: delving deeply into objectives, risk tolerance, liquidity and credit needs, family and estate issues and service preferences. Working closely together, we define your ultimate objectives, both for lifestyle and wealth transfer, and confirm expectations, thus establishing a solid foundation for your planned our relationship. |
|
| HeadWaters Wealth Management |
Bart |
Leach |
Partner |
(208) 639-6156 |
WM |
Bart.Leach@headwaterswm.com |
info@headwaterswm.com |
401 W. Front Street, Suite 400 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/bart-leach-559670a9/ |
|
2.014 |
|
|
|
http://www.headwaterswm.com/ |
Welcome to Headwaters Wealth Management, a full-service company specializing in investment management, retirement planning and estate conservation. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.
Creating an effective wealth management plan starts with asking the right questions: delving deeply into objectives, risk tolerance, liquidity and credit needs, family and estate issues and service preferences. Working closely together, we define your ultimate objectives, both for lifestyle and wealth transfer, and confirm expectations, thus establishing a solid foundation for your planned our relationship. |
|
| HeadWaters Wealth Management |
Robert |
Hayes |
Partner |
(208) 639-6155 |
WM |
Bob.Hayes@headwaterswm.com |
info@headwaterswm.com |
401 W. Front Street, Suite 400 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/robert-hayes-a2491832/ |
|
2.014 |
|
|
|
http://www.headwaterswm.com/ |
Welcome to Headwaters Wealth Management, a full-service company specializing in investment management, retirement planning and estate conservation. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.
Creating an effective wealth management plan starts with asking the right questions: delving deeply into objectives, risk tolerance, liquidity and credit needs, family and estate issues and service preferences. Working closely together, we define your ultimate objectives, both for lifestyle and wealth transfer, and confirm expectations, thus establishing a solid foundation for your planned our relationship. |
|
| HeadWaters Wealth Management |
Chris |
Billings |
Partner |
(208) 639-6153 |
WM |
Chris.Billings@headwaterswm.com |
info@headwaterswm.com |
401 W. Front Street, Suite 400 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/chris-billings-287386b4/ |
|
2.014 |
|
|
|
http://www.headwaterswm.com/ |
Welcome to Headwaters Wealth Management, a full-service company specializing in investment management, retirement planning and estate conservation. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.
Creating an effective wealth management plan starts with asking the right questions: delving deeply into objectives, risk tolerance, liquidity and credit needs, family and estate issues and service preferences. Working closely together, we define your ultimate objectives, both for lifestyle and wealth transfer, and confirm expectations, thus establishing a solid foundation for your planned our relationship. |
|
| HearthStone Wealth Management |
Kimberly |
Griffin |
Practice Manager |
(512) 231-0725 |
WM |
kimberly.griffin@ampf.com |
kimberly.griffin@ampf.com |
11675 Jollyville Rd., Suite 200 |
Austin |
TX |
78759-3939 |
United States of America |
North America |
https://www.linkedin.com/in/kimberlyriveragriffin/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/hearthstone-wealth-management1/contact |
Hearthstone Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Heathbridge Capital Management Ltd. |
Richard |
Tattersall |
Vice President |
(416) 360-3900 |
WM |
richard@heathbridge.com |
info@heathbridge.com |
141 Adelaide Street West, Suite 260 |
Toronto |
ON |
M5H 3L5 |
Canada |
North America |
https://www.linkedin.com/in/richard-tattersall-99b07416/ |
|
|
$800M |
|
|
https://www.heathbridge.com/ |
Heathbridge’s investment objective is to generate long-term growth of capital. It manages a variety of equity and balanced mandates primarily for Canadian high-net-worth families, foundations and trusts. It focuses on managing individual segregated portfolios, which are more efficient for both taxes and returns. The principals believe it is important to align their interests with their clients and invest alongside. In effect, we “eat our own cooking”. |
|
| Heck Capital Advisors, LLC |
Kenneth |
Heck |
CFO / Senior Director - Portfolio Manager |
(715) 361-1500 |
WM |
kheck@heckcapital.com |
heckcapital@heckcapital.com |
15 E. Anderson Street P.O. Box 738 |
Rhinelander |
WI |
54501 |
United States of America |
North America |
https://www.linkedin.com/in/ken-heck-cfp®-crps®-296918/ |
|
2.013 |
$2,526 million |
|
https://www.linkedin.com/company/heck-wealth-management/about/ |
https://www.heckcapital.com |
Heck Wealth Management is a boutique Wealth Manager, focusing on high-net worth physicians, small business owners and retirees.
As specialists in high-net worth wealth management, we are educated and experienced in asset protection, estate planning, and tax strategy, which allows us to partner more effectively with our clients' tax and legal advisors. |
|
| Heidrick & Struggles Inc. |
Krishnan |
Rajagopalan |
President and CEO |
(202) 331-4900 |
WM |
krajagopalan@heidrick.com |
|
233 South Wacker Drive Willis Tower - Suite 4900 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/krishnan-rajagopalan-59727612/ |
|
1.953 |
|
|
https://www.linkedin.com/company/heidrick-&-struggles/ |
http://www.heidrick.com/ |
Heidrick & Struggles International, Inc., (Nasdaq:HSII) serves the executive talent and leadership needs of the world's top organizations as the premier provider of leadership consulting, culture shaping and senior-level executive search services.Heidrick & Struggles pioneered the profession of executive search more than 60 years ago. Today, the firm serves as a trusted advisor, providing integrated leadership solutions that transform leaders, teams and organizations. |
|
| Heidrick & Struggles Inc. |
Richard |
Greene |
Chief Human Resources Officer |
Direct: (212) 551-0937, Mobile: (646) 645-2381 |
WM |
rgreene@heidrick.com |
|
1114 Avenue of the Americas, 24th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/rick-greene-02152552/ |
|
1.953 |
|
|
https://www.linkedin.com/company/heidrick-&-struggles/ |
http://www.heidrick.com/ |
Heidrick & Struggles International, Inc., (Nasdaq:HSII) serves the executive talent and leadership needs of the world's top organizations as the premier provider of leadership consulting, culture shaping and senior-level executive search services.Heidrick & Struggles pioneered the profession of executive search more than 60 years ago. Today, the firm serves as a trusted advisor, providing integrated leadership solutions that transform leaders, teams and organizations. |
|
| Heidrick & Struggles Inc. |
Mara |
Rasikas |
Executive Assistant, Office of Chief Financial Officer |
Direct: (312) 496-1394 |
WM |
mrasikas@heidrick.com |
|
233 South Wacker Drive Willis Tower - Suite 4900 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/mararasikas/ |
|
1.953 |
|
|
https://www.linkedin.com/company/heidrick-&-struggles/ |
http://www.heidrick.com/ |
Heidrick & Struggles International, Inc., (Nasdaq:HSII) serves the executive talent and leadership needs of the world's top organizations as the premier provider of leadership consulting, culture shaping and senior-level executive search services.Heidrick & Struggles pioneered the profession of executive search more than 60 years ago. Today, the firm serves as a trusted advisor, providing integrated leadership solutions that transform leaders, teams and organizations. |
|
| Heidrick & Struggles Inc. |
Mark |
Harris |
EVP & CFO |
Direct: (212) 551-0515, Mobile: (650) 388-8487 |
WM |
mharris@heidrick.com |
|
233 South Wacker Drive Willis Tower - Suite 4900 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/markrharris/ |
|
1.953 |
|
|
https://www.linkedin.com/company/heidrick-&-struggles/ |
http://www.heidrick.com/ |
Heidrick & Struggles International, Inc., (Nasdaq:HSII) serves the executive talent and leadership needs of the world's top organizations as the premier provider of leadership consulting, culture shaping and senior-level executive search services.Heidrick & Struggles pioneered the profession of executive search more than 60 years ago. Today, the firm serves as a trusted advisor, providing integrated leadership solutions that transform leaders, teams and organizations. |
|
| Heintz Wealth Management |
Bud |
Heintz |
Founder, President |
(602) 505-7726 |
WM |
bud@heintzwealth.com |
info@heintzwealth.com |
16211 N. Scottsdale Rd Ste A-6-A #472 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/budheintz/ |
|
2.014 |
|
|
https://www.linkedin.com/company/heintz-wealth-management/ |
https://heintzwealth.com/ |
Heintz Wealth Management is a financial planning and investment management firm that takes an individualized approach to helping clients plan for their lifetime goals and experiences. We seek to help high-net-worth individuals and families connect their money to their desired lifestyles with financial plans that go beyond facts and figures. We also focus on the human element, balancing values and relationships with expertise, loyalty, and a disciplined process. |
|
| Heirloom Financial Services |
Wendy |
Hubbard |
CEO |
(602) 888-3694 |
WM |
Wendy@HeirloomFinancialServices.com |
Wendy@HeirloomFinancialServices.com |
3240 E Union Hills Drive, Suite 129 |
Phoenix |
AZ |
85050 |
United States of America |
North America |
https://www.linkedin.com/in/financialadvisorwendyhubbard/ |
|
2.016 |
|
wendy@taxshark.tax |
https://www.taxshark.tax/ |
https://heirloomfinancialservices.com/ |
Heirloom Financial Services is a Phoenix, Arizona Fee-Only Certified Financial Planner™ specializing in retirement planning, wealth management and working with people going through life transitions. |
|
| Helaba Invest Kapitalanlagegesellschaft mbH |
Uwe |
Trautmann |
CEO |
49 69 299 700 |
WM |
uwe.trautmann@helaba-invest.de |
info@helaba-invest.de |
Junghof Junghofstrasse 24 |
Frankfurt am Main |
DE |
60311 |
Germany |
Europe |
|
|
1.991 |
|
|
https://www.linkedin.com/company/helaba-invest-kapitalanlagegesellschaft-mbh/ |
https://www.helaba-invest.de/ |
Helaba Invest Kapitalanlagegesellschaft mbH operates as an investment management firm. The Company offers asset management, research analysis, portfolio construction, financial planning, and advisory services. Helaba Invest serves clients in Germany. |
|
| Helaba Invest Kapitalanlagegesellschaft mbH |
Dirk |
Krupper |
Managing Director |
49 69 299 700 Ext. 200 |
WM |
dirk.krupper@helaba-invest.de |
info@helaba-invest.de |
Junghof Junghofstrasse 24 |
Frankfurt am Main |
DE |
60311 |
Germany |
Europe |
https://www.linkedin.com/in/dr-dirk-krupper-0198215b/ |
|
1.991 |
|
|
https://www.linkedin.com/company/helaba-invest-kapitalanlagegesellschaft-mbh/ |
https://www.helaba-invest.de/ |
Helaba Invest Kapitalanlagegesellschaft mbH operates as an investment management firm. The Company offers asset management, research analysis, portfolio construction, financial planning, and advisory services. Helaba Invest serves clients in Germany. |
|
| Helaba Invest Kapitalanlagegesellschaft mbH |
Loki |
Zanini |
Senior Fund Manager |
49 69 299 700 |
WM |
loki.zanini@helaba-invest.de |
info@helaba-invest.de |
Junghof Junghofstrasse 24 |
Frankfurt am Main |
DE |
60311 |
Germany |
Europe |
https://www.linkedin.com/in/loki-zanini-8a50738/ |
|
1.991 |
|
|
https://www.linkedin.com/company/helaba-invest-kapitalanlagegesellschaft-mbh/ |
https://www.helaba-invest.de/ |
Helaba Invest Kapitalanlagegesellschaft mbH operates as an investment management firm. The Company offers asset management, research analysis, portfolio construction, financial planning, and advisory services. Helaba Invest serves clients in Germany. |
|
| Helaba Invest Kapitalanlagegesellschaft mbH |
Christian |
Popp |
Managing Director |
49 69 299 700 Ext. 316 |
WM |
christian.popp@helaba-invest.de |
info@helaba-invest.de |
Junghof Junghofstrasse 24 |
Frankfurt am Main |
DE |
60311 |
Germany |
Europe |
|
|
1.991 |
|
Alena.Kostic@helaba-invest.de |
https://www.linkedin.com/company/helaba-invest-kapitalanlagegesellschaft-mbh/ |
https://www.helaba-invest.de/ |
Helaba Invest Kapitalanlagegesellschaft mbH operates as an investment management firm. The Company offers asset management, research analysis, portfolio construction, financial planning, and advisory services. Helaba Invest serves clients in Germany. |
|
| Heller Wealth Management |
Larry |
Heller |
President |
(631) 293-2806 |
WM |
lheller@hellerwealthmanagement.com |
|
445 Broadhollow Road, Suite 208 |
Melville |
NY |
11747 |
United States of America |
North America |
https://www.linkedin.com/in/larryhellercfp/ |
|
|
|
|
|
https://hellerwealthmanagement.com/ |
Heller Wealth Management is an independent, fee-based financial planning and investment advisory firm. We help individuals, families and business owners enhance the quality of their lives through complete financial advice. |
|
| HEMENWAY TRUST COMPANY LLC |
Brian |
Broderick |
Managing Director |
(603) 913-8022 |
WM |
bbroderick@hemtrust.com |
info@hemtrust.com |
25 Pelham RoadSuite 402 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/brian-c-broderick-a0304311/ |
|
2.010 |
|
|
https://www.linkedin.com/company/hemenway-trust-company-llc/about/ |
https://www.hemtrust.com/ |
Hemenway Trust Company has deep roots in New England. We were founded by Hemenway & Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for almost 150 years. |
|
| HEMENWAY TRUST COMPANY LLC |
Michael |
Elefante |
Managing Director |
(603) 913-8022 |
WM |
melefante@hemtrust.com |
info@hemtrust.com |
25 Pelham RoadSuite 402 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/elefante-michael-2679125/ |
|
2.010 |
|
|
https://www.linkedin.com/company/hemenway-trust-company-llc/about/ |
https://www.hemtrust.com/ |
Hemenway Trust Company has deep roots in New England. We were founded by Hemenway & Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for almost 150 years. |
|
| HEMENWAY TRUST COMPANY LLC |
Stephanie |
Hood |
CFO |
(603) 913-8022 |
WM |
shood@hemtrust.com |
info@hemtrust.com |
25 Pelham RoadSuite 402 |
Salem |
NH |
03079 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/hemenway-trust-company-llc/about/ |
https://www.hemtrust.com/ |
Hemenway Trust Company has deep roots in New England. We were founded by Hemenway & Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for almost 150 years. |
|
| HEMENWAY TRUST COMPANY LLC |
Stephen |
Kidder |
President and Managing Director |
(603) 913-8022 |
WM |
skidder@hemtrust.com |
info@hemtrust.com |
25 Pelham RoadSuite 402 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/stevekidderhemenwaybarnes/ |
|
2.010 |
|
|
https://www.linkedin.com/company/hemenway-trust-company-llc/about/ |
https://www.hemtrust.com/ |
Hemenway Trust Company has deep roots in New England. We were founded by Hemenway & Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for almost 150 years. |
|
| HEMENWAY TRUST COMPANY LLC |
Michael |
O'Leary |
Chief Investment Officer |
(603) 913-8022 |
WM |
moleary@hemtrust.com |
info@hemtrust.com |
25 Pelham RoadSuite 402 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/michael-o-leary-0454268/ |
|
2.010 |
|
|
https://www.linkedin.com/company/hemenway-trust-company-llc/about/ |
https://www.hemtrust.com/ |
Hemenway Trust Company has deep roots in New England. We were founded by Hemenway & Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for almost 150 years. |
|
| Henderson Wealth Partners |
Alexandra |
Chiklakis |
Wealth Advisor |
(239) 314-9574 |
WM |
alexandra.chiklakis@lpl.com |
|
12444 Brantley Commons Ct., Suite 101 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/alliechiklakis/ |
|
|
|
|
|
http://www.hendersonwealthpartners.com/ |
Henderson Wealth Partners is an independent wealth management firm serving individuals, families and business owners seeking objective guidance and advice. We believe that the combination of our 27+ years of experience, the vast resources of LPL Financial, and your active participation in the financial planning process creates the kind of collaborative relationship that leads to more confident financial decisions along the path to financial well-being. |
|
| Henderson Wealth Partners |
Rina |
Henderson |
Marketing Officer |
(239) 939-1888 |
WM |
RINA.HENDERSON@LPL.COM |
|
12444 Brantley Commons Ct., Suite 101 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/rina-henderson-5237a842/ |
|
|
|
|
|
http://www.hendersonwealthpartners.com/ |
Henderson Wealth Partners is an independent wealth management firm serving individuals, families and business owners seeking objective guidance and advice. We believe that the combination of our 27+ years of experience, the vast resources of LPL Financial, and your active participation in the financial planning process creates the kind of collaborative relationship that leads to more confident financial decisions along the path to financial well-being. |
|
| Henderson Wealth Partners |
Sam |
Henderson |
Wealth Advisor |
(239) 939-1888 |
WM |
samuel.henderson@lpl.com |
|
12444 Brantley Commons Ct., Suite 101 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/hendersonwealthpartners/ |
|
|
|
|
|
http://www.hendersonwealthpartners.com/ |
Henderson Wealth Partners is an independent wealth management firm serving individuals, families and business owners seeking objective guidance and advice. We believe that the combination of our 27+ years of experience, the vast resources of LPL Financial, and your active participation in the financial planning process creates the kind of collaborative relationship that leads to more confident financial decisions along the path to financial well-being. |
|
| Hengehold Capital Management LLC |
Angelo |
DiMarzio |
Wealth Advisor |
(513) 598-5120 |
WM |
angelo@hengeholdcapital.com |
info@hcmwealthadvisors.com |
6116 Harrison Avenue |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/angelo-dimarzio-cfa-cpa/ |
|
1.990 |
$520M |
|
https://www.linkedin.com/company/hcmwealth |
https://www.hengeholdcapital.com/ |
A Cincinnati retirement and financial planning firm, HCM is a fiduciary fee-only Registered Investment Advisor firm dedicated to serving families and business owners looking for retirement solutions that will allow them to attain financial independence. HCM also specializes in working with P&G retirees, alumni or those taking a separation package. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team. |
|
| Hengehold Capital Management LLC |
Jake |
Butcher |
Partner & Wealth Advisor |
(513) 598-2314 |
WM |
jake@hengeholdcapital.com |
info@hcmwealthadvisors.com |
6116 Harrison Avenue |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/jakebutcher/ |
|
1.990 |
$520M |
|
https://www.linkedin.com/company/hcmwealth |
https://www.hengeholdcapital.com/ |
A Cincinnati retirement and financial planning firm, HCM is a fiduciary fee-only Registered Investment Advisor firm dedicated to serving families and business owners looking for retirement solutions that will allow them to attain financial independence. HCM also specializes in working with P&G retirees, alumni or those taking a separation package. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team. |
|
| Henry+Horne Wealth Management |
Shauna |
Anderson |
Senior Vice President, Principal |
(480) 483-3489 |
WM |
ShaunnaA@hh-wm.com |
|
7098 E. Cochise Road Suite 222 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/shaunna-m-anderson-cdfa®-57b8218/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-management-llc-arizona/ |
https://www.hh-wm.com/ |
Your finances are personal and complex. Managing them properly requires proactive and careful planning. From comprehensive big-picture planning for high net worth individuals to personal financial coaching for emerging entrepreneurs and even DIY investing, our advisors provide personalized services to help you create and manage a financial plan customized to your unique needs, circumstances, goals and life transitions. |
|
| Henry+Horne Wealth Management |
Michael |
Carlin |
President |
(480) 483-3489 |
WM |
MichaelC@hh-wm.com |
|
7098 E. Cochise Road Suite 222 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/michaeljcarlin/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-management-llc-arizona/ |
https://www.hh-wm.com/ |
Your finances are personal and complex. Managing them properly requires proactive and careful planning. From comprehensive big-picture planning for high net worth individuals to personal financial coaching for emerging entrepreneurs and even DIY investing, our advisors provide personalized services to help you create and manage a financial plan customized to your unique needs, circumstances, goals and life transitions. |
|
| Henry+Horne Wealth Management |
Drake |
Qualls |
Financial Advisor |
(480) 483-3489 |
WM |
DrakeQ@hh-wm.com |
|
7098 E. Cochise Road Suite 222 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/azdaq/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-management-llc-arizona/ |
https://www.hh-wm.com/ |
Your finances are personal and complex. Managing them properly requires proactive and careful planning. From comprehensive big-picture planning for high net worth individuals to personal financial coaching for emerging entrepreneurs and even DIY investing, our advisors provide personalized services to help you create and manage a financial plan customized to your unique needs, circumstances, goals and life transitions. |
|
| Henry+Horne Wealth Management |
Lesley |
Deason |
Operations Manager |
(480) 483-3489 |
WM |
LesleyD@hh-wm.com |
|
7098 E. Cochise Road Suite 222 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/lesley-deason-a3ba6a48/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-management-llc-arizona/ |
https://www.hh-wm.com/ |
Your finances are personal and complex. Managing them properly requires proactive and careful planning. From comprehensive big-picture planning for high net worth individuals to personal financial coaching for emerging entrepreneurs and even DIY investing, our advisors provide personalized services to help you create and manage a financial plan customized to your unique needs, circumstances, goals and life transitions. |
|
| Heritage Advisors, LLC |
Sajeev |
Narayanan |
Partner |
(602) 569-9959 |
WM |
cpas@heritageadvisorscpa.com |
cpas@heritageadvisorscpa.com |
1440 E Missouri Ave |
Phoenix |
AZ |
85014 |
United States of America |
North America |
https://www.linkedin.com/company/heritageadvisorsllc/ |
|
2.014 |
|
|
https://www.linkedin.com/company/heritageadvisorsllc |
https://heritageadvisorscpa.com/ |
Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience. Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning. |
|
| Heritage Advisors, LLC |
Priya |
Kasturi |
Partner |
(602) 569-9959 |
WM |
cpas@heritageadvisorscpa.com |
cpas@heritageadvisorscpa.com |
1440 E Missouri Ave |
Phoenix |
AZ |
85014 |
United States of America |
North America |
https://www.linkedin.com/company/heritageadvisorsllc/ |
|
2.014 |
|
|
https://www.linkedin.com/company/heritageadvisorsllc |
https://heritageadvisorscpa.com/ |
Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience. Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning. |
|
| Heritage Financial Planning |
Edward |
Cohen |
President |
(516) 767-8177 |
WM |
ecohen@hfp-ny.com |
|
45 Sandy Hollow Rd. |
Port Washington |
NY |
11050 |
United States of America |
North America |
https://www.linkedin.com/in/edward-cohen-5b67195/ |
|
|
|
|
|
http://www.hfp-ny.com/ |
Heritage Financial Planning, a full service firm providing financial planning, tax , and insurance services. Individual service is our strength with competitive pricing. |
|
| Heritage Financial Planning |
Chad |
Smith |
Managing Director |
(214) 446-2100 |
WM |
chad@heritagefinancialplanning.com |
info@heritagefinancialplanning.com |
10440 North Central Expressway Suite 1120 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/chad-smith-34469126/ |
|
|
|
|
https://www.linkedin.com/company/heritage-financial-planning/ |
https://www.heritagefinancialplanning.com/ |
Heritage Financial Planning is also a fee-only financial planning firm. It is our firmly held conviction that financial institutions should work solely for their clients, educating and empowering them to make authentic and advantageous decisions. |
|
| Heritage Financial Planning |
Allison |
Geiger |
Certified Financial Planner |
(214) 446-2100 |
WM |
allison@heritagefinancialplanning.com |
info@heritagefinancialplanning.com |
10440 North Central Expressway Suite 1120 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/allison-geiger-cfp®-9662549/ |
|
|
|
|
https://www.linkedin.com/company/heritage-financial-planning/ |
https://www.heritagefinancialplanning.com/ |
Heritage Financial Planning is also a fee-only financial planning firm. It is our firmly held conviction that financial institutions should work solely for their clients, educating and empowering them to make authentic and advantageous decisions. |
|
| Heritage Financial Planning |
Steven |
Blankenship |
Certified Financial Planner |
(214) 446-2100 |
WM |
steve@heritagefinancialplanning.com |
info@heritagefinancialplanning.com |
10440 North Central Expressway Suite 1120 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/steve-blankenship-2417708/ |
|
|
|
|
https://www.linkedin.com/company/heritage-financial-planning/ |
https://www.heritagefinancialplanning.com/ |
Heritage Financial Planning is also a fee-only financial planning firm. It is our firmly held conviction that financial institutions should work solely for their clients, educating and empowering them to make authentic and advantageous decisions. |
|
| Heritage Financial Planning |
Christina |
Winn |
Director of Client Service |
(214) 446-2100 |
WM |
christina@heritagefinancialplanning.com |
info@heritagefinancialplanning.com |
10440 North Central Expressway Suite 1120 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/christinawinn/ |
|
|
|
|
https://www.linkedin.com/company/heritage-financial-planning/ |
https://www.heritagefinancialplanning.com/ |
Heritage Financial Planning is also a fee-only financial planning firm. It is our firmly held conviction that financial institutions should work solely for their clients, educating and empowering them to make authentic and advantageous decisions. |
|
| Heritage Financial Strategies |
Shanna |
Tingom |
CoFounder |
(480) 397-1184 |
WM |
shanna@heritagefinancialaz.com |
shanna@heritagefinancialaz.com |
323 S Gilbert Road, Suite 215 |
Gilbert |
AZ |
85296 |
United States of America |
North America |
https://www.linkedin.com/in/shannatingom/ |
|
2.009 |
|
|
https://www.linkedin.com/company/heritage-financial-strategies |
https://www.heritagefinancialaz.com/ |
At Heritage Financial Strategies, we work to make investing fun and simple to understand. We know our clients feel most comfortable when they understand their financial plan and investments. As an investment fiduciary, it is our responsibility to act in the best interest of our clients. |
|
| Heritage Investment Group, Inc. |
Frederick |
MacLean Jr |
President |
(954) 785-5400 |
WM |
fmaclean@heritageinvestment.com |
info@heritageinvestment.com |
2480 NE 23rd St |
Pompano Beach |
FL |
33062 |
United States of America |
North America |
https://www.linkedin.com/in/fredmaclean/ |
|
1.993 |
$816,266,207 |
|
https://www.linkedin.com/company/heritage-investment-group/about/ |
https://heritageinvestment.com/ |
Heritage Investment Group provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. Since 1993 we've built our firm on a strong foundation of family and friendships with guiding principles of ethics and integrity. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. |
|
| Heritage Investment Group, Inc. |
Timothy |
Slattery |
Chief Investment Officer |
(954) 785-5400 |
WM |
tslattery@heritageinvestment.com |
info@heritageinvestment.com |
2480 NE 23rd St |
Pompano Beach |
FL |
33062 |
United States of America |
North America |
https://www.linkedin.com/in/tim-slattery-93044318/ |
|
1.993 |
$816,266,207 |
|
https://www.linkedin.com/company/heritage-investment-group/about/ |
https://heritageinvestment.com/ |
Heritage Investment Group provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. Since 1993 we've built our firm on a strong foundation of family and friendships with guiding principles of ethics and integrity. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. |
|
| Heritage Investment Group, Inc. |
S Hardy |
Taylor |
Chief Compliance Officer |
(954) 785-5400 |
WM |
htaylor@heritageinvestment.com |
info@heritageinvestment.com |
2480 NE 23rd St |
Pompano Beach |
FL |
33062 |
United States of America |
North America |
https://www.linkedin.com/in/s-hardy-taylor-mba-cimc-83174222/ |
|
1.993 |
$816,266,207 |
|
https://www.linkedin.com/company/heritage-investment-group/about/ |
https://heritageinvestment.com/ |
Heritage Investment Group provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. Since 1993 we've built our firm on a strong foundation of family and friendships with guiding principles of ethics and integrity. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. |
|
| Heritage Investors Management |
Michael |
Cornfeld |
CEO, Chief Compliance Officer, President, Treasuer, and Chairman of the Board |
(301) 951-0440 |
WM |
mcornfeld@heritageinvestors.com |
|
7101 Wisconsin Avenue Suite 1112 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/michael-cornfeld-63165117/ |
|
|
$1,950 million |
|
|
|
|
|
| Heritage Wealth Advisors |
Dee Ann |
Remo |
Founder, CEO and Managing Director |
(804) 643-4080 |
WM |
dremo@heritagewealth.net |
communications@heritagewealth.net |
919 East Main Street Suite 950 |
Richmond |
VA |
23219 |
United States of America |
North America |
https://www.linkedin.com/in/deeann-remo-87471710/ |
|
2.005 |
$936 million |
|
https://www.linkedin.com/company/heritage-wealth-advisors/ |
https://www.heritagewealth.net/ |
Heritage is the destination financial partner for purpose-driven people who want to achieve more with their money. Our passion for helping clients achieve their purpose leads to an unparalleled commitment to serving our client’s needs. Heritage knows that, for our clients, money is a lot more than money. It’s about children. Extended family. It’s about causes. It’s about making a difference. We are driven to help clients achieve their purpose by providing the comprehensive financial services they need to grow, protect and share their wealth. |
|
| Heritage Wealth Advisors |
Jay |
Jordan |
Chief Investment Officer and CCO |
(804) 643-4080 |
WM |
jjordan@heritagewealth.net |
communications@heritagewealth.net |
919 East Main Street Suite 950 |
Richmond |
VA |
23219 |
United States of America |
North America |
https://www.linkedin.com/in/jay-jordan-96729229/ |
|
2.005 |
$936 million |
|
https://www.linkedin.com/company/heritage-wealth-advisors/ |
https://www.heritagewealth.net/ |
Heritage is the destination financial partner for purpose-driven people who want to achieve more with their money. Our passion for helping clients achieve their purpose leads to an unparalleled commitment to serving our client’s needs. Heritage knows that, for our clients, money is a lot more than money. It’s about children. Extended family. It’s about causes. It’s about making a difference. We are driven to help clients achieve their purpose by providing the comprehensive financial services they need to grow, protect and share their wealth. |
|
| Heritage Wealth Solutions |
Chris |
Hilyer |
Partner |
(602) 883-4300 |
WM |
chris@wealthguide.pro |
|
2990 E Northern Ave., Suite C105 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/chrishilyer/ |
|
2.016 |
|
|
https://www.linkedin.com/company/heritagewealthaz/ |
https://www.heritagewealth.pro/ |
Heritage Wealth Solutions offers professional financial services for our clients. Our reputation thrives on our high-level of customer service. When our clients are truly confident in their financial stability, we have done our job. Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult - perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial independence for the future, Heritage Wealth Solutions promises to offer you a new level of attention, insight, and guidance. |
|
| Heritage Wealth Solutions |
David |
Ayala |
Partner |
(602) 883-4300 |
WM |
david@wealthguide.pro |
|
2990 E Northern Ave., Suite C105 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/davidayala1103/ |
|
2.016 |
|
|
https://www.linkedin.com/company/heritagewealthaz/ |
https://www.heritagewealth.pro/ |
Heritage Wealth Solutions offers professional financial services for our clients. Our reputation thrives on our high-level of customer service. When our clients are truly confident in their financial stability, we have done our job. Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult - perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial independence for the future, Heritage Wealth Solutions promises to offer you a new level of attention, insight, and guidance. |
|
| Heritage Wealth Solutions |
Aaron |
Schram |
Partner |
(602) 883-4300 |
WM |
aaron@wealthguide.pro |
|
2990 E Northern Ave., Suite C105 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/aaronschram1/ |
|
2.016 |
|
|
https://www.linkedin.com/company/heritagewealthaz/ |
https://www.heritagewealth.pro/ |
Heritage Wealth Solutions offers professional financial services for our clients. Our reputation thrives on our high-level of customer service. When our clients are truly confident in their financial stability, we have done our job. Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult - perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial independence for the future, Heritage Wealth Solutions promises to offer you a new level of attention, insight, and guidance. |
|
| Heron Wealth - Financial Planners, Wealth Advisors, Investment Advisors - Midtown New York City (NYC) |
David |
Edwards |
President and Wealth Advisor |
Office: (347) 580-5281, Direct: (347) 580-5288, Mobile: (917) 705-3893 |
WM |
davidedwards@heronwealth.com |
|
205 East 42nd Street 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/davidedwardsmba/ |
|
1.996 |
|
|
https://www.linkedin.com/company/heron-wealth/ |
https://heronwealth.com/ |
Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets. |
|
| Heron Wealth - Financial Planners, Wealth Advisors, Investment Advisors - Midtown New York City (NYC) |
Lucas |
Doe |
Portfolio Manager |
(347) 580-5282 |
WM |
lucasdoe@heronwealth.com |
|
205 East 42nd Street 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/lucasdoecfa/ |
|
1.996 |
|
|
https://www.linkedin.com/company/heron-wealth/ |
https://heronwealth.com/ |
Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets. |
|
| Heron Wealth - Financial Planners, Wealth Advisors, Investment Advisors - Midtown New York City (NYC) |
Shelley |
Fischer |
Director of Financial Planning |
(347) 580-5286 |
WM |
shelleyfischer@heronwealth.com |
|
205 East 42nd Street 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/heron-wealth/ |
https://heronwealth.com/ |
Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets. |
|
| Heron Wealth - Financial Planners, Wealth Advisors, Investment Advisors - Midtown New York City (NYC) |
Christopher |
Jennings |
Wealth Advisor |
(347) 580-5283 |
WM |
christopherjennings@heronwealth.com |
|
205 East 42nd Street 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/cjennings2/ |
|
1.996 |
|
|
https://www.linkedin.com/company/heron-wealth/ |
https://heronwealth.com/ |
Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets. |
|
| Heron Wealth - Financial Planners, Wealth Advisors, Investment Advisors - Midtown New York City (NYC) |
Yvette |
Wheeler |
Operations Manager |
(347) 580-5284 |
WM |
yvettewheeler@heronwealth.com |
|
205 East 42nd Street 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/yvettemwheeler/ |
|
1.996 |
|
|
https://www.linkedin.com/company/heron-wealth/ |
https://heronwealth.com/ |
Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets. |
|
| Heward Investment Management Inc. |
Chilion F.G. |
Heward |
Chairman of the Investment Policy Committee |
(514) 985-5757 |
WM |
heward@heward.com |
info@heward.com |
2115 rue de la Montagne |
Montreal |
QC |
H3G 1Z8 |
Canada |
North America |
|
|
1.981 |
|
|
https://www.linkedin.com/company/cfg-heward-investment-management/ |
http://heward.com/ |
Heward was founded by the Heward family in 1981 as a provider of discretionary portfolio management services. The firm is entirely owned by the Heward family and its employees and boasts a team of seasoned portfolio managers with decades of portfolio management experience. Heward prides itself on a client base consisting of private clients, foundations and endowments and institutional investors. Through years of personalized service and dedication, the firm has cultivated strong intergenerational relationships with these clients. |
|
| Heward Investment Management Inc. |
James C.G. |
Heward |
President |
(514) 985-5757 |
WM |
jheward@heward.com |
info@heward.com |
2115 rue de la Montagne |
Montreal |
QC |
H3G 1Z8 |
Canada |
North America |
https://www.linkedin.com/in/james-heward-64692721/ |
|
1.981 |
|
|
https://www.linkedin.com/company/cfg-heward-investment-management/ |
http://heward.com/ |
Heward was founded by the Heward family in 1981 as a provider of discretionary portfolio management services. The firm is entirely owned by the Heward family and its employees and boasts a team of seasoned portfolio managers with decades of portfolio management experience. Heward prides itself on a client base consisting of private clients, foundations and endowments and institutional investors. Through years of personalized service and dedication, the firm has cultivated strong intergenerational relationships with these clients. |
|
| Heward Investment Management Inc. |
Geoffrey T.B. |
Heward |
SVP |
(514) 985-5757 |
WM |
gheward@heward.com |
info@heward.com |
2115 rue de la Montagne |
Montreal |
QC |
H3G 1Z8 |
Canada |
North America |
https://www.linkedin.com/in/geoffheward/ |
|
1.981 |
|
|
https://www.linkedin.com/company/cfg-heward-investment-management/ |
http://heward.com/ |
Heward was founded by the Heward family in 1981 as a provider of discretionary portfolio management services. The firm is entirely owned by the Heward family and its employees and boasts a team of seasoned portfolio managers with decades of portfolio management experience. Heward prides itself on a client base consisting of private clients, foundations and endowments and institutional investors. Through years of personalized service and dedication, the firm has cultivated strong intergenerational relationships with these clients. |
|
| Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors |
Gennady |
Bekasov |
Chief Compliance Officer |
Direct: (608) 270-2918, Mobile: (608) 216-4785 |
WM |
gbekasov@wipflifinancial.com |
insight@hewinsfinancial.com |
10000 Innovation Dr., Suite 250 |
Milwaukee |
WI |
53226 |
United States of America |
North America |
https://www.linkedin.com/in/gennady-bekasov-mba-4b0046a/ |
|
1.999 |
$3.9B |
|
https://www.linkedin.com/company/wipfli-financial/ |
https://www.wipflifinancial.com/ |
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we’ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. |
|
| Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors |
Julie |
Nichols |
Principal, Interim CEO, CFO |
(414) 431-9347 |
WM |
jnichols@wipflifinancial.com |
insight@hewinsfinancial.com |
10000 Innovation Dr., Suite 250 |
Milwaukee |
WI |
53226 |
United States of America |
North America |
https://www.linkedin.com/in/julie-nichols-8337441a/ |
|
1.999 |
$3.9B |
|
https://www.linkedin.com/company/wipfli-financial/ |
https://www.wipflifinancial.com/ |
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we’ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. |
|
| Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors |
Rafia |
Hasan |
Co-Chief Investment Officer, Financial Advisor |
(708) 614-1166 |
WM |
rhasan@wipflihewins.com |
info@hewinsfinancial.com |
1 North Wacker Drive, Suite 1700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/rafia-hasan-cfa-cfp®-bb88b37/ |
|
1.999 |
$3.9B |
|
https://www.linkedin.com/company/wipfli-financial/ |
https://www.wipflifinancial.com/ |
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we’ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. |
|
| Heyman Wealth Management, LLC |
Daniel |
Heyman |
Owner & President |
(310) 773-9496 |
WM |
daniel@heymanwealth.com |
clientservice@heymanwealth.com |
P.O. Box 261787 |
Encino |
CA |
91426 |
United States of America |
North America |
https://www.linkedin.com/in/heymanwealth/ |
|
2.010 |
|
|
https://www.linkedin.com/company/heyman-wealth-management-llc/ |
https://heymanwealth.com/ |
Heyman Wealth Management was founded in 2010 as a fee-only Registered Investment Advisor firm serving California clients. But our roots date back to 1949, when Daniel’s grandfather and WWII veteran Herbert founded a successful Los Angeles CPA firm. |
|
| HFS Wealth Management |
James |
Howard |
Founder and Chairman |
(214) 346-0785 |
WM |
jim.howard@howard-cpas.com |
info@hfs-wm.com |
8350 Meadow Road, Suite 181 |
Dallas |
TX |
75231 |
United States of America |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/howard-financial-services/ |
http://hfs-wm.com/ |
HFS Wealth Management is a trusted advisory firm that has counseled affluent individuals, families, business owners and institutions since 1994. Our goal is to help simplify and optimize our clients’ financial lives leaving them free to manage their most precious asset – time. We provide three primary wealth management services: Planning, Consulting and Investments. The services are offered through a comprehensive wealth management program covering all disciplines or more directly addressing a focused need. |
|
| HFS Wealth Management |
Shaun |
Dowling |
Director of Wealth Management |
(214) 346-0785 |
WM |
Shaun.Dowling@hfs-wm.com |
info@hfs-wm.com |
8350 Meadow Road, Suite 181 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/shaunmdowling/ |
|
1.994 |
|
|
https://www.linkedin.com/company/howard-financial-services/ |
http://hfs-wm.com/ |
HFS Wealth Management is a trusted advisory firm that has counseled affluent individuals, families, business owners and institutions since 1994. Our goal is to help simplify and optimize our clients’ financial lives leaving them free to manage their most precious asset – time. We provide three primary wealth management services: Planning, Consulting and Investments. The services are offered through a comprehensive wealth management program covering all disciplines or more directly addressing a focused need. |
|
| HFS Wealth Management |
Derek |
Childs |
Senior Wealth Manager |
(214) 346-0785 |
WM |
derek.childs@hfs-wm.com |
info@hfs-wm.com |
8350 Meadow Road, Suite 181 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/derek-childs-cfp®-3588661b/ |
|
1.994 |
|
|
https://www.linkedin.com/company/howard-financial-services/ |
http://hfs-wm.com/ |
HFS Wealth Management is a trusted advisory firm that has counseled affluent individuals, families, business owners and institutions since 1994. Our goal is to help simplify and optimize our clients’ financial lives leaving them free to manage their most precious asset – time. We provide three primary wealth management services: Planning, Consulting and Investments. The services are offered through a comprehensive wealth management program covering all disciplines or more directly addressing a focused need. |
|
| HFS Wealth Management |
Jeffrey |
Ramseyy |
CCO and COO |
(214) 346-0785 |
WM |
jeff.ramsey@hfs-wm.com |
info@hfs-wm.com |
8350 Meadow Road, Suite 181 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-ramsey-3a338474/ |
|
1.994 |
|
|
https://www.linkedin.com/company/howard-financial-services/ |
http://hfs-wm.com/ |
HFS Wealth Management is a trusted advisory firm that has counseled affluent individuals, families, business owners and institutions since 1994. Our goal is to help simplify and optimize our clients’ financial lives leaving them free to manage their most precious asset – time. We provide three primary wealth management services: Planning, Consulting and Investments. The services are offered through a comprehensive wealth management program covering all disciplines or more directly addressing a focused need. |
|
| Highland Advisory Group, LLC |
Thomas |
Cook |
Principal; Director of Qualified Plans |
(480) 827-8445 Ext. 13 |
WM |
tcook@highlandwealth.com |
info@highlandwealth.com |
25 S. Arizona Pl., Suite 200 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-cook-crps-aif-75b0571b/ |
|
|
|
|
|
http://www.highlandwealth.com/ |
Highland Advisory Group provides Financial Planning, Asset Management and Business Solutions for professionals, wealthy families and business owners. Our objective is to map out your goals and show you how to attain them. Wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth, business and estate. |
|
| Highland Advisory Group, LLC |
Michael |
Cook |
Principal; Director of Employee Benefits |
(480) 827-8445 Ext. 12 |
WM |
mcook@highlandwealth.com |
info@highlandwealth.com |
25 S. Arizona Pl., Suite 200 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/mike-cook-76893212/ |
|
|
|
|
|
http://www.highlandwealth.com/ |
Highland Advisory Group provides Financial Planning, Asset Management and Business Solutions for professionals, wealthy families and business owners. Our objective is to map out your goals and show you how to attain them. Wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth, business and estate. |
|
| Highland Advisory Group, LLC |
Sandy |
Cook |
Client Services Manager |
(480) 827-8445 Ext. 10 |
WM |
scook@highlandwealth.com |
info@highlandwealth.com |
25 S. Arizona Pl., Suite 200 |
Chandler |
AZ |
85225 |
United States of America |
North America |
|
|
|
|
|
|
http://www.highlandwealth.com/ |
Highland Advisory Group provides Financial Planning, Asset Management and Business Solutions for professionals, wealthy families and business owners. Our objective is to map out your goals and show you how to attain them. Wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth, business and estate. |
|
| Highland Private Wealth Management |
John |
Christianson |
Founder / CEO |
(425) 739-6500 |
WM |
john@highlandprivate.com |
info@highlandprivate.com |
10900 NE 8th Street Suite 1122 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/johnchristianson/ |
|
1.999 |
$473 million |
|
https://www.linkedin.com/company/highland-private-wealth-management-llc/ |
https://highlandprivate.com/ |
With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients find clarity, reduce complexity, and live inspired lives doing what they love. |
|
| Highland Private Wealth Management |
Ben |
Johnson |
Principal / Lead Advisor |
Mobile: (425) 786-5990 |
WM |
ben@highlandprivate.com |
info@highlandprivate.com |
10900 NE 8th Street Suite 1122 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/ben-johnson-cpwa®-cfp®-45220834/ |
|
1.999 |
$473 million |
|
https://www.linkedin.com/company/highland-private-wealth-management-llc/ |
https://highlandprivate.com/ |
With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients find clarity, reduce complexity, and live inspired lives doing what they love. |
|
| Highland Private Wealth Management |
Ben |
Wicks |
Principal / Lead Advisor |
Mobile: (425) 466-6643 |
WM |
benw@highlandprivate.com |
info@highlandprivate.com |
10900 NE 8th Street Suite 1122 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/benwicks/ |
|
1.999 |
$473 million |
|
https://www.linkedin.com/company/highland-private-wealth-management-llc/ |
https://highlandprivate.com/ |
With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients find clarity, reduce complexity, and live inspired lives doing what they love. |
|
| Highland Private Wealth Management |
Colleen |
Kroeger |
Advisor |
(425) 739-6500 |
WM |
colleen@highlandprivate.com |
info@highlandprivate.com |
10900 NE 8th Street Suite 1122 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/colleen-kroeger-58461b48/ |
|
1.999 |
$473 million |
|
https://www.linkedin.com/company/highland-private-wealth-management-llc/ |
https://highlandprivate.com/ |
With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients find clarity, reduce complexity, and live inspired lives doing what they love. |
|
| Highland Private Wealth Management |
Cassandra |
Scroggs |
Senior Associate |
(425) 739-6500 |
WM |
cassandra@highlandprivate.com |
info@highlandprivate.com |
10900 NE 8th Street Suite 1122 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/cassandra-scroggs/ |
|
1.999 |
$473 million |
|
https://www.linkedin.com/company/highland-private-wealth-management-llc/ |
https://highlandprivate.com/ |
With wealth comes a host of new challenges and complexities. Highland specializes in providing financial counsel to help our clients find clarity, reduce complexity, and live inspired lives doing what they love. |
|
| Highmount Capital LLC |
David |
Thompson |
Managing Director |
(212) 871-8550 |
WM |
dthompson@hmcap.com |
|
12 East 49th Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/david-thompson-cfa-87bb12a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/highmount/about/ |
|
Highmount is an independent wealth management firm focused on the financial needs of high-net-worth individuals and families. With global investment and trust expertise, the firm has extensive capabilities to address a full range of wealth issues that clients face domestically and internationally. In June 2015, Highmount Capital joined Brown Advisory, an Baltimore- and Washington, D.C.- based independent investment advisory with 445 professionals serving both private and institutional clients in the U.S. and abroad. |
|
| HighStreet Asset Management |
Mark |
Stacey |
SVP, Head of Portfolio Management and CoChief Investment Officer |
(519) 850-9500 |
WM |
staceym@highstreet.ca |
info@highstreet.ca |
244 Pall Mall Street, Suite 350 |
London |
ON |
N6A 5P6 |
Canada |
North America |
https://www.linkedin.com/in/mark-stacey-b863836a/ |
|
1.998 |
$4.3 billion |
|
https://www.linkedin.com/company/highstreet-asset-management |
http://www.highstreet.ca/ |
Founded in 1998, Highstreet Asset Management Inc. is an investment management firm that is a wholly owned subsidiary of AGF Management Limited, with headquarters in London, Ontario. The team at Highstreet manages portfolios for pension plans, corporate investors, foundations, and high net worth families. Canadian clients include universities and some of Canada’s largest pension plans |
|
| HighStreet Asset Management |
Michael |
Hodgson |
Managing Director, Private Client |
(519) 963-8218 |
WM |
hodgsonm@highstreet.ca |
info@highstreet.ca |
244 Pall Mall Street, Suite 350 |
London |
ON |
N6A 5P6 |
Canada |
North America |
https://www.linkedin.com/in/mike-hodgson-65b91a27/ |
|
1.998 |
$4.3 billion |
|
https://www.linkedin.com/company/highstreet-asset-management |
http://www.highstreet.ca/ |
Founded in 1998, Highstreet Asset Management Inc. is an investment management firm that is a wholly owned subsidiary of AGF Management Limited, with headquarters in London, Ontario. The team at Highstreet manages portfolios for pension plans, corporate investors, foundations, and high net worth families. Canadian clients include universities and some of Canada’s largest pension plans |
|
| Hightower Advisors, LLC |
Elliot |
Weissbluth |
Founder, CEO and Director |
(312) 962-3800 |
WM |
eweissbluth@hightoweradvisors.com |
|
200 West Madison Street Suite 2500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/eweissbluth/ |
|
2.008 |
$20,597 million |
|
https://www.linkedin.com/company/hightoweradvisors/ |
https://www.hightoweradvisors.com/home |
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). |
|
| Highview Asset Management Inc. |
Gary |
Brent |
Chairman & CoFounder |
(905) 827-8540 |
WM |
gbrent@highviewfin.com |
careers@highviewfin.com |
231 Oak Park Blvd, Suite 207 |
Oakville |
ON |
L6L 7S8 |
Canada |
North America |
https://www.linkedin.com/in/gary-brent-7805446/ |
|
2.005 |
$1.5 billion |
|
https://www.linkedin.com/company/highview-financial-group/ |
https://www.highviewfin.com/ |
HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.
Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored wealth programs and investment strategies to protect your wealth and create long-term sustainability. |
|
| Highview Asset Management Inc. |
Mark |
Barnicutt |
President, CEO & CoFounder |
Mobile: (905) 510-5183 |
WM |
mbarnicutt@highviewfin.com |
careers@highviewfin.com |
231 Oak Park Blvd, Suite 207 |
Oakville |
ON |
L6L 7S8 |
Canada |
North America |
https://www.linkedin.com/in/markbarnicutt/ |
|
2.005 |
$1.5 billion |
|
https://www.linkedin.com/company/highview-financial-group/ |
https://www.highviewfin.com/ |
HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.
Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored wealth programs and investment strategies to protect your wealth and create long-term sustainability. |
|
| Highview Asset Management Inc. |
Greg |
Roger |
Chief Investment Officer |
(905) 827-8540 |
WM |
grodger@highviewfin.com |
careers@highviewfin.com |
231 Oak Park Blvd, Suite 207 |
Oakville |
ON |
L6L 7S8 |
Canada |
North America |
https://www.linkedin.com/in/greg-rodger-46500a13/ |
|
2.005 |
$1.5 billion |
|
https://www.linkedin.com/company/highview-financial-group/ |
https://www.highviewfin.com/ |
HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.
Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored wealth programs and investment strategies to protect your wealth and create long-term sustainability. |
|
| Hillcrest Asset Management |
Brain |
Bruce |
CEO & Chief Investment Officer |
(469) 666-6455 |
WM |
bbruce@hillcrestasset.com |
|
2805 Dallas Parkway, Suite 260 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/brian-bruce-a1b5112/ |
|
2.007 |
$545 million |
|
https://www.linkedin.com/company/hillcrest-asset-management/ |
https://www.hillcrestasset.com/ |
Hillcrest Asset Management is an institutional investment management firm and a leader in Behavioral Finance investing. We have a disciplined and systematic process which uses a blend of quantitative factor screens and rigorous fundamental analysis to identify those companies which have attractive valuations, strong earnings and revenue growth, and positive sentiment. Hillcrest is an independent, institutional investment management firm founded in July, 2007. |
|
| Hillcrest Asset Management |
Douglas |
Stark |
Managing Director - Portfolio Management & Research |
(469) 666-6455 |
WM |
dstark@hillcrestasset.com |
|
2805 Dallas Parkway, Suite 260 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/doug-stark-67b33a17/ |
|
2.007 |
$545 million |
|
https://www.linkedin.com/company/hillcrest-asset-management/ |
https://www.hillcrestasset.com/ |
Hillcrest Asset Management is an institutional investment management firm and a leader in Behavioral Finance investing. We have a disciplined and systematic process which uses a blend of quantitative factor screens and rigorous fundamental analysis to identify those companies which have attractive valuations, strong earnings and revenue growth, and positive sentiment. Hillcrest is an independent, institutional investment management firm founded in July, 2007. |
|
| Hillsdale Investment Management Inc. |
Christopher |
Guthrie |
President & CEO, CIO, Founding Partner |
(416) 913-3900 |
WM |
cguthrie@hillsdaleinv.com |
info@hillsdaleinv.com |
100 Wellington Street West Suite 2100 TD Centre PO Box 228 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
|
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/hillsdale-investment-management/ |
http://www.hillsdaleinv.com/ |
Founded in 1996, Hillsdale Investment Management Inc. is a Canadian partner-owned investment boutique managing over $2 billion for Institutional and Private Wealth investors. |
|
| Hillsdale Investment Management Inc. |
Alfred |
Sum |
Portfolio Manager, Partner |
(416) 913-3900 |
WM |
asum@hillsdaleinv.com |
info@hillsdaleinv.com |
100 Wellington Street West Suite 2100 TD Centre PO Box 228 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
https://www.linkedin.com/in/alfredsum/ |
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/hillsdale-investment-management/ |
http://www.hillsdaleinv.com/ |
Founded in 1996, Hillsdale Investment Management Inc. is a Canadian partner-owned investment boutique managing over $2 billion for Institutional and Private Wealth investors. |
|
| Hillsdale Investment Management Inc. |
Tony |
Batek |
Director, Research & Senior Portfolio Manager / Partner |
(416) 913-3900 |
WM |
tbatek@hillsdaleinv.com |
info@hillsdaleinv.com |
100 Wellington Street West Suite 2100 TD Centre PO Box 228 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
https://www.linkedin.com/in/tony-batek-b9977a10/ |
|
1.996 |
$1 billion |
|
https://www.linkedin.com/company/hillsdale-investment-management/ |
http://www.hillsdaleinv.com/ |
Founded in 1996, Hillsdale Investment Management Inc. is a Canadian partner-owned investment boutique managing over $2 billion for Institutional and Private Wealth investors. |
|
| HK Wealth Management, Inc. |
Al |
Knobloch |
CEO |
Direct: (310) 625-7747 |
WM |
aknobloch@hkwmanagement.com |
info@hkwmanagement.com |
11901 Santa Monica Bl. Ste 444 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/al-knobloch-0226aa2/ |
|
|
|
|
|
https://hkwmanagement.com/ |
HK Wealth Management is a Registered Investment Adviser. Specializing in all areas of wealth accumulation, wealth preservation and tax efficiency. You don't have to be a millionaire to be a client, just a hundred-thousandaire. |
|
| HK Wealth Management, Inc. |
Cory |
Reader |
Chief Investment Officer |
(855) 440-1888 |
WM |
creader@hkwmanagement.com |
info@hkwmanagement.com |
11901 Santa Monica Bl. Ste 444 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/coryreader/ |
|
|
|
|
|
https://hkwmanagement.com/ |
HK Wealth Management is a Registered Investment Adviser. Specializing in all areas of wealth accumulation, wealth preservation and tax efficiency. You don't have to be a millionaire to be a client, just a hundred-thousandaire. |
|
| Hochman Cole Investment Advisors |
Philip |
Cole |
Partner |
(847) 559-0180 |
WM |
pcole@hochmancole.com |
info@hochmancole.com |
770 Lake Cook Road Suite 100 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/philip-j-cole-cfp®-05b4a010/ |
|
1.986 |
|
|
https://www.linkedin.com/company/hochman-cole-investment-advisors-inc/ |
http://www.hochmancole.com/ |
Hochman Cole is a fee-based SEC registered investment advisory firm specializing in retirement planning for individuals and small businesses. As a boutique investment advisory firm, we offer service that is personal, private and exclusive. We aspire to have only a limited number of clients but to provide personal service to each one of them. |
|
| Hochman Cole Investment Advisors |
Michael |
Williams |
Partner |
(847) 559-0180 |
WM |
mwilliams@hochmancole.com |
info@hochmancole.com |
770 Lake Cook Road Suite 100 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/michael-j-williams-cfa-cfp-65670339/ |
|
1.986 |
|
|
https://www.linkedin.com/company/hochman-cole-investment-advisors-inc/ |
http://www.hochmancole.com/ |
Hochman Cole is a fee-based SEC registered investment advisory firm specializing in retirement planning for individuals and small businesses. As a boutique investment advisory firm, we offer service that is personal, private and exclusive. We aspire to have only a limited number of clients but to provide personal service to each one of them. |
|
| Hochman Cole Investment Advisors |
Lynn |
Hallen |
Director of Operations / Office Manager |
(847) 559-0180 |
WM |
lhallen@hochmancole.com |
info@hochmancole.com |
770 Lake Cook Road Suite 100 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/lynn-hallen-3724b4a/ |
|
1.986 |
|
|
https://www.linkedin.com/company/hochman-cole-investment-advisors-inc/ |
http://www.hochmancole.com/ |
Hochman Cole is a fee-based SEC registered investment advisory firm specializing in retirement planning for individuals and small businesses. As a boutique investment advisory firm, we offer service that is personal, private and exclusive. We aspire to have only a limited number of clients but to provide personal service to each one of them. |
|
| Hodges Capital |
Craig |
Hodges |
CEO, Portfolio Manager |
(888) 878-4426 |
WM |
chodges@hodgescapital.com |
|
2905 Maple Avenue |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/craig-hodges-8b843353/ |
|
1.989 |
|
|
https://www.linkedin.com/company/hodges-capital/ |
https://hodgescapital.com/ |
Hodges Capital Management is one of the industry's few boutique, employee-owned, and highly experienced investment managers in the small and mid-cap public equity space. Since 1989, Hodges Capital has been dedicated to the rigorous and thorough research of publicly traded companies to best serve the end client. |
|
| Hodges Capital |
Clark |
Hodges |
Director of Business Development and CMO |
(888) 878-4426 |
WM |
clark@hodgescapital.com |
|
2905 Maple Avenue |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.989 |
|
|
https://www.linkedin.com/company/hodges-capital/ |
https://hodgescapital.com/ |
Hodges Capital Management is one of the industry's few boutique, employee-owned, and highly experienced investment managers in the small and mid-cap public equity space. Since 1989, Hodges Capital has been dedicated to the rigorous and thorough research of publicly traded companies to best serve the end client. |
|
| Hodges Capital |
Eric |
Marshall |
Director of Research, Portfolio Manager |
(888) 878-4426 |
WM |
emarshall@hodgescapital.com |
|
2905 Maple Avenue |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/eric-marshall-cfa-901baa1a/ |
|
1.989 |
|
|
https://www.linkedin.com/company/hodges-capital/ |
https://hodgescapital.com/ |
Hodges Capital Management is one of the industry's few boutique, employee-owned, and highly experienced investment managers in the small and mid-cap public equity space. Since 1989, Hodges Capital has been dedicated to the rigorous and thorough research of publicly traded companies to best serve the end client. |
|
| Hodges Capital |
Gary |
Bradshaw |
SVP, Portfolio Manager |
(888) 878-4426 |
WM |
gbradshaw@hodgescapital.com |
|
2905 Maple Avenue |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.989 |
|
|
https://www.linkedin.com/company/hodges-capital/ |
https://hodgescapital.com/ |
Hodges Capital Management is one of the industry's few boutique, employee-owned, and highly experienced investment managers in the small and mid-cap public equity space. Since 1989, Hodges Capital has been dedicated to the rigorous and thorough research of publicly traded companies to best serve the end client. |
|
| Hodges Capital |
Christopher |
Terry |
VP, Portfolio Manager & Sr Research Analyst |
(888) 878-4426 |
WM |
cterry@hodgescapital.com |
|
2905 Maple Avenue |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/chris-terry-cfa-cipm-90bb571b/ |
|
1.989 |
|
|
https://www.linkedin.com/company/hodges-capital/ |
https://hodgescapital.com/ |
Hodges Capital Management is one of the industry's few boutique, employee-owned, and highly experienced investment managers in the small and mid-cap public equity space. Since 1989, Hodges Capital has been dedicated to the rigorous and thorough research of publicly traded companies to best serve the end client. |
|
| Hodges Capital |
Derek |
Maupin |
VP, Portfolio Manager & Sr Research Analyst |
(888) 878-4426 |
WM |
dmaupin@hodgescapital.com |
|
2905 Maple Avenue |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/derek-maupin-96204bab/ |
|
1.989 |
|
|
https://www.linkedin.com/company/hodges-capital/ |
https://hodgescapital.com/ |
Hodges Capital Management is one of the industry's few boutique, employee-owned, and highly experienced investment managers in the small and mid-cap public equity space. Since 1989, Hodges Capital has been dedicated to the rigorous and thorough research of publicly traded companies to best serve the end client. |
|
| Hogan Wealth Management |
Edward |
Hogan |
Founder |
(858) 451-7722 |
WM |
edward.hogan@lpl.com |
|
11770 Bernardo Plaza Court, Suite 101 |
San Diego |
CA |
92128 |
United States of America |
North America |
|
|
|
|
|
|
http://www.hoganwealthmanagement.com/ |
Hogan Wealth Management’s mission is to provide High Net Worth clients with independent , comprehensive financial advice and planning. With our hands on approach we develop long term relationships with clients, and by understanding that each client has unique needs and set of circumstances we are able to customize financial road maps for clients using competitively low pricing. This is because we understand that fees can significantly diminish returns over time. |
|
| Holcomb Wealth Management |
Terry |
Holcomb |
President |
(972) 385-7328 |
WM |
holcomb@tspinvest.com |
|
13601 Preston Rd |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/terry-holcomb-50988974/ |
|
|
|
|
|
|
|
|
| Holcombe Financial, Inc. |
Russell |
Holcombe |
CEO & Founder |
(404) 257-3317 |
WM |
rusty@holcombefinancial.com |
info@holcombefinancial.com |
4151 Ashford Dunwoody Road, Suite 165 |
Atlanta |
GA |
30319 |
United States of America |
North America |
https://www.linkedin.com/in/rholcombe/ |
|
2.007 |
$225M |
|
https://www.linkedin.com/company/holcombe-financial-inc./ |
http://www.holcombefinancial.com/ |
At Holcombe Financial, we deliver a creative financial planning process to clients ready to think differently about their wealth. Our clients count on us to expose the issues really bothering them (even if they have a tough time saying it), anticipate the challenges they might encounter, and develop innovative solutions to maintain their Independence forever. |
|
| Holcombe Financial, Inc. |
Robert |
Lee |
Chief Investment Officer |
(479) 802-4222 |
WM |
rob@holcombefinancial.com |
info@holcombefinancial.com |
4151 Ashford Dunwoody Road, Suite 165 |
Atlanta |
GA |
30319 |
United States of America |
North America |
|
|
2.007 |
$225M |
|
https://www.linkedin.com/company/holcombe-financial-inc./ |
http://www.holcombefinancial.com/ |
At Holcombe Financial, we deliver a creative financial planning process to clients ready to think differently about their wealth. Our clients count on us to expose the issues really bothering them (even if they have a tough time saying it), anticipate the challenges they might encounter, and develop innovative solutions to maintain their Independence forever. |
|
| Homrich Berg |
Sean |
Cook |
Managing Partner, Chief Investment Officer, Chief Compliance Officer |
(404) 264-1400 |
WM |
sean@dcaglobal.com |
|
5 Concourse Pkwy., Suite 2950 |
Atlanta |
GA |
30328 |
United States of America |
North America |
https://www.linkedin.com/in/sean-cook-596a4567/ |
|
1.989 |
$6B |
|
https://www.linkedin.com/company/homrich-berg/ |
http://www.dcaglobal.com/ |
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $5 billion for ov |
|
| Honkamp Krueger Financial Services |
John |
Darrah |
Chief Executive Officer |
(844) 616-6652 |
WM |
jdarrah@hkfs.com |
info@hkfs.com |
3390 Asbury Rd. |
Dubuque |
IA |
52002 |
United States of America |
North America |
|
|
1.947 |
$2.7B |
|
https://www.linkedin.com/company/honkamp-krueger-&-co-pc/ |
https://www.hkfs.com/ |
Honkamp Krueger & Co., P.C. (HK) is a Top 100 CPA and business consulting firm in the U.S. and the largest Iowa-based CPA firm (Accounting Today, 2018). Serving client organizations in all 50 states and thousands of U.S. cities, we are one of the nation’s largest and most respected professional service firms.
Our clients number in the thousands and range from privately-held organizations, Fortune 500 multi-nationals, franchisor organizations across all industry sectors, individuals and not-for-profits. |
|
| Honkamp Krueger Financial Services |
Greg |
Burbach |
President & CEO |
(844) 616-6652 |
WM |
gburbach@honkamp.com |
info@hkfs.com |
3390 Asbury Rd. |
Dubuque |
IA |
52002 |
United States of America |
North America |
https://www.linkedin.com/in/gregburbach/ |
|
1.947 |
$2.7B |
|
https://www.linkedin.com/company/honkamp-krueger-&-co-pc/ |
https://www.hkfs.com/ |
Honkamp Krueger & Co., P.C. (HK) is a Top 100 CPA and business consulting firm in the U.S. and the largest Iowa-based CPA firm (Accounting Today, 2018). Serving client organizations in all 50 states and thousands of U.S. cities, we are one of the nation’s largest and most respected professional service firms.
Our clients number in the thousands and range from privately-held organizations, Fortune 500 multi-nationals, franchisor organizations across all industry sectors, individuals and not-for-profits. |
|
| Honkamp Krueger Financial Services, Inc. |
Greg |
Burbach |
President and CEO |
(844) 616-6652 |
WM |
gburbach@honkamp.com |
|
3390 Asbury Rd. |
Dubuque |
IA |
52002 |
United States of America |
North America |
https://www.linkedin.com/in/gregburbach/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hk-financial-services |
https://www.hkfs.com/ |
HKFS is a national financial planning firm who believes financial planning is best when financial strategies are paired with tax strategies. Therefore, we work with CPA firms and their clients to develop comprehensive financial planning using our GPS program, which stands for Guidance, Planning, Strategies and then coordinate investment, insurance and retirement planning opportunities with tax planning advice. |
|
| Honkamp Krueger Financial Services, Inc. |
Aaron |
Cullen |
Partner |
(844) 616-6652 |
WM |
acullen@honkamp.com |
|
3390 Asbury Rd. |
Dubuque |
IA |
52002 |
United States of America |
North America |
https://www.linkedin.com/in/aaroncullen/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hk-financial-services |
https://www.hkfs.com/ |
HKFS is a national financial planning firm who believes financial planning is best when financial strategies are paired with tax strategies. Therefore, we work with CPA firms and their clients to develop comprehensive financial planning using our GPS program, which stands for Guidance, Planning, Strategies and then coordinate investment, insurance and retirement planning opportunities with tax planning advice. |
|
| Honkamp Krueger Financial Services, Inc. |
Doug |
Funke |
Partner |
(844) 616-6652 |
WM |
dfunke@honkamp.com |
|
3390 Asbury Rd. |
Dubuque |
IA |
52002 |
United States of America |
North America |
https://www.linkedin.com/in/dougfunke/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hk-financial-services |
https://www.hkfs.com/ |
HKFS is a national financial planning firm who believes financial planning is best when financial strategies are paired with tax strategies. Therefore, we work with CPA firms and their clients to develop comprehensive financial planning using our GPS program, which stands for Guidance, Planning, Strategies and then coordinate investment, insurance and retirement planning opportunities with tax planning advice. |
|
| Hopwood Financial Services |
Herbert |
Hopwood |
Founder & President |
(703) 787-0008 |
WM |
herb@hopwoodfinancial.com |
lauren@hopwoodfinancial.com |
10740 Parkridge Boulevard, Suite 150 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/herbert-hopwood-cfp-cfa-7226724/ |
|
2.003 |
$295M |
|
https://www.linkedin.com/company/hopwood-financial-services/ |
https://www.hopwoodfinancial.com/ |
Hopwood, an independent, fee-only financial planning and investment management firm, serving high net worth individuals, businesses and institutions. Unlike the big “name brand” financial services firms, we take a personal interest in our clients’ lives. As fiduciaries, we are legally bound to put our clients’ best interests first – and we wouldn’t have it any other way.
At Hopwood Financial Services, that is precisely what we do for our clients, and it’s what we can do for you. Through financial planning and investment management, we will work to make a meaningful difference in your life, provide financial peace of mind, and safeguard those things most precious to you: your time, your hard-earned resources and your family. |
|
| Hopwood Financial Services |
Eric |
Randolph |
Investment Portfolio Manager |
(703) 787-0008 |
WM |
eric@hopwoodfinancial.com |
lauren@hopwoodfinancial.com |
10740 Parkridge Boulevard, Suite 150 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/eric-randolph-cfp-8b714718/ |
|
2.003 |
$295M |
|
https://www.linkedin.com/company/hopwood-financial-services/ |
https://www.hopwoodfinancial.com/ |
Hopwood, an independent, fee-only financial planning and investment management firm, serving high net worth individuals, businesses and institutions. Unlike the big “name brand” financial services firms, we take a personal interest in our clients’ lives. As fiduciaries, we are legally bound to put our clients’ best interests first – and we wouldn’t have it any other way.
At Hopwood Financial Services, that is precisely what we do for our clients, and it’s what we can do for you. Through financial planning and investment management, we will work to make a meaningful difference in your life, provide financial peace of mind, and safeguard those things most precious to you: your time, your hard-earned resources and your family. |
|
| Horizon Wealth Management, LLC | |
Ryan |
Williamson |
Principal & Founder |
(708) 352-4300 ext. 211 |
WM |
ryan.williamson@lpl.com |
Horizon.info@lpl.com |
22 Calendar Court, Second Floor |
LaGrange |
IL |
60525 |
United States of America |
North America |
https://www.linkedin.com/in/rpw22/ |
|
1.999 |
|
|
https://www.linkedin.com/company/horizon-wealth-management/ |
http://www.horizonwealth.biz/ |
At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients. And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families. |
|
| Horizon Wealth Management, LLC | |
Richard |
Shanley |
Principal & Founder |
(708) 352-4300 ext. 203 |
WM |
richard.shanley@lpl.com |
Horizon.info@lpl.com |
22 Calendar Court, Second Floor |
LaGrange |
IL |
60525 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/horizon-wealth-management/ |
http://www.horizonwealth.biz/ |
At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients. And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families. |
|
| Horizon Wealth Management, LLC | |
Paul |
Fousek |
Principal & Founder |
(708) 352-4300 ext. 210 |
WM |
paul.fousek@lpl.com |
Horizon.info@lpl.com |
22 Calendar Court, Second Floor |
LaGrange |
IL |
60525 |
United States of America |
North America |
https://www.linkedin.com/in/paul-fousek-8a13171/ |
|
1.999 |
|
|
https://www.linkedin.com/company/horizon-wealth-management/ |
http://www.horizonwealth.biz/ |
At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients. And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families. |
|
| Hosler Wealth Management LLC |
Bruce |
Hosler |
Founder and Principal |
(480) 994-7342 |
WM |
bruce@hoslerwealthmanagement.com |
info@hoslerwealthmanagement.com |
8180 N. Hayden Road, Suite D203 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/hosler-wealth-management-llc/ |
https://hoslerwealthmanagement.com/ |
For over 23 years, Hosler Wealth Management has been helping people to more effectively prepare for retirement. Our unique team of tax accountants, wealth managers and financial planners provide you with customized strategies to help create a more confident future. |
|
| Hosler Wealth Management LLC |
Jason |
Hosler |
Wealth Manager |
(480) 994-7342 |
WM |
jason@hoslerwealthmanagement.com |
info@hoslerwealthmanagement.com |
8180 N. Hayden Road, Suite D203 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/jasonhosler/ |
|
1.997 |
|
|
https://www.linkedin.com/company/hosler-wealth-management-llc/ |
https://hoslerwealthmanagement.com/ |
For over 23 years, Hosler Wealth Management has been helping people to more effectively prepare for retirement. Our unique team of tax accountants, wealth managers and financial planners provide you with customized strategies to help create a more confident future. |
|
| Houlihan Financial Resource Group, Ltd. |
Ryan |
Houlihan |
Principal |
(703) 796-0800 |
WM |
ryan@houlihanfinancial.com |
info@houlihanfinancial.com |
20405 Exchange Street, Suite 371 |
Ashburn |
VA |
20147 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-houlihan-cfa-9624a47/ |
|
|
$230M |
|
https://www.linkedin.com/company/houlihan-financial-resource-group-ltd/about/ |
http://www.houlihanfinancial.com/ |
Houlihan Financial Resource Group, Ltd. is an independent, fee only, financial planning firm founded on the belief that the client’s interest always comes first. We serve families, small business owners, and other professionals throughout the greater Washington D.C. area (Virginia, Maryland and the District of Columbia) and throughout the country. |
|
| Houlihan Financial Resource Group, Ltd. |
Carlton |
Fitch |
Portfolio Manager |
(703) 796-0800 |
WM |
carlton@houlihanfinancial.com |
info@houlihanfinancial.com |
20405 Exchange Street, Suite 371 |
Ashburn |
VA |
20147 |
United States of America |
North America |
https://www.linkedin.com/in/carlton-fitch-cfp®-58577446/ |
|
|
$230M |
|
https://www.linkedin.com/company/houlihan-financial-resource-group-ltd/about/ |
http://www.houlihanfinancial.com/ |
Houlihan Financial Resource Group, Ltd. is an independent, fee only, financial planning firm founded on the belief that the client’s interest always comes first. We serve families, small business owners, and other professionals throughout the greater Washington D.C. area (Virginia, Maryland and the District of Columbia) and throughout the country. |
|
| HoyleCohen |
Peter |
Mueller |
Partner |
(310) 586-1828 |
WM |
peter.mueller@hoylecohen.com |
|
2120 Colorado Ave, Suite 100 |
Santa Monica |
CA |
90404 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/hoylecohen-llc/ |
https://hoylecohen.com/ |
Founded in 2001 with two decades of prior history, HoyleCohen stands willing and ready to help our clients make the decisions that will guide them toward achieving their goals while sustaining their wealth across generations. We seek to do this by building trusted long-term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas. |
|
| HoyleCohen |
Margaret |
Shin |
Senior Financial Planner |
(310) 586-1828 |
WM |
margaret.shin@hoylecohen.com |
|
2120 Colorado Ave, Suite 100 |
Santa Monica |
CA |
90404 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/hoylecohen-llc/ |
https://hoylecohen.com/ |
Founded in 2001 with two decades of prior history, HoyleCohen stands willing and ready to help our clients make the decisions that will guide them toward achieving their goals while sustaining their wealth across generations. We seek to do this by building trusted long-term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas. |
|
| HP Wealth Management (S) Pte Ltd |
Urs |
Brutsch |
Managing Partner & Founder |
65 6603 9790 |
WM |
urs.brutsch@hpwm.sg |
enquiries@hpwm.sg |
137 Telok Ayer Street #08-05 |
Singapore |
|
068602 |
Singapore |
Asia |
https://www.linkedin.com/in/urs-brutsch-7b9aa18/ |
Asia Private Equity, Asset Management, Fund Management, Family Office, Wealth Management |
2.009 |
|
|
https://www.linkedin.com/company/hp-wealth-management-s-pte-ltd/ |
https://www.hpwm.sg/ |
HP Wealth Management (S) Pte Ltd (“HPWM”) is an independent wealth management firm founded in 2009 by Urs Brutsch to provide independent and professional investment advice, and tailor-made investment management services to high net worth individuals and families. At HPWM, our focus is on managing investments, either on a discretionary or advisory basis. We also work with experts in the fields of trust structures, insurance etc. in order to ensure that our clients or business partners get the best in class. |
|
| HP Wealth Management (S) Pte Ltd |
Michael |
Foo |
Chief Investment Officer & Partner |
65 6603 9790 |
WM |
michael.foo@hpwm.sg |
enquiries@hpwm.sg |
137 Telok Ayer Street #08-05 |
Singapore |
|
068602 |
Singapore |
Asia |
https://www.linkedin.com/in/michaelfoo700/ |
Asia Private Equity, Asset Management, Fund Management, Family Office, Wealth Management |
2.009 |
|
|
https://www.linkedin.com/company/hp-wealth-management-s-pte-ltd/ |
https://www.hpwm.sg/ |
HP Wealth Management (S) Pte Ltd (“HPWM”) is an independent wealth management firm founded in 2009 by Urs Brutsch to provide independent and professional investment advice, and tailor-made investment management services to high net worth individuals and families. At HPWM, our focus is on managing investments, either on a discretionary or advisory basis. We also work with experts in the fields of trust structures, insurance etc. in order to ensure that our clients or business partners get the best in class. |
|
| HTG Investment Advisors Inc. |
Thomas |
Gnuse |
Founder |
(203) 972-8262 |
WM |
htg@htgadvisors.com |
info@htgadvisors.com |
50 Locust Avenue |
New Canaan |
CT |
06840 |
United States of America |
North America |
|
|
1.993 |
$480M |
|
https://www.linkedin.com/company/htg-investment-advisors-inc-/?originalSubdomain=ph |
https://www.htgadvisors.com/ |
Founded in 1993, HTG is a fee-only, Registered Investment Advisor dedicated to helping individuals and families achieve their financial goals.
Whether you are focused on having sufficient assets for your lifetime, passing wealth on to future generations or supporting charities, we can guide you. We work to understand your unique family and financial circumstances and create a customized plan to meet your objectives through a blend of financial planning and investment management. |
|
| HTG Investment Advisors Inc. |
Jeanne |
Gnuse |
Founder |
(203) 972-8262 |
WM |
jeannegnuse@htgadvisors.com |
info@htgadvisors.com |
50 Locust Avenue |
New Canaan |
CT |
06840 |
United States of America |
North America |
https://www.linkedin.com/in/jeanne-gnuse-0b393910/ |
|
1.993 |
$480M |
|
https://www.linkedin.com/company/htg-investment-advisors-inc-/?originalSubdomain=ph |
https://www.htgadvisors.com/ |
Founded in 1993, HTG is a fee-only, Registered Investment Advisor dedicated to helping individuals and families achieve their financial goals.
Whether you are focused on having sufficient assets for your lifetime, passing wealth on to future generations or supporting charities, we can guide you. We work to understand your unique family and financial circumstances and create a customized plan to meet your objectives through a blend of financial planning and investment management. |
|
| Huber Financial Advisors, LLC |
Kimberly |
Drake |
Wealth Advisor |
(847) 415-9850 |
WM |
kdrake@huberfinancial.com |
mconlon@huberfinancial.com |
475 Half Day Road, Suite 210 |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/kim-spence-drake-cfa-mba-6978bb45/ |
|
|
$1.2B |
|
|
https://huberfinancial.com/ |
Huber Financial Advisors, LLC, an independent wealth management firm headquartered in Lincolnshire, Illinois, is an investment adviser registered with the Securities and Exchange Commission.
For more than 30 years, we’ve focused on holistic wealth management and currently manage more than $1.6 billion in assets (as of Sept. 30, 2019) with clients consisting of individuals, high net worth individuals, pension plans/profit sharing plans and foundations/charities. |
|
| Huber Financial Advisors, LLC |
Edward |
Cruickshank |
Wealth Advisor |
(847) 415-9860 |
WM |
ecruickshank@huberfinancial.com |
mconlon@huberfinancial.com |
475 Half Day Road, Suite 210 |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/edward-cruickshank-cfp®-4aba0a12/ |
|
|
$1.2B |
|
|
https://huberfinancial.com/ |
Huber Financial Advisors, LLC, an independent wealth management firm headquartered in Lincolnshire, Illinois, is an investment adviser registered with the Securities and Exchange Commission.
For more than 30 years, we’ve focused on holistic wealth management and currently manage more than $1.6 billion in assets (as of Sept. 30, 2019) with clients consisting of individuals, high net worth individuals, pension plans/profit sharing plans and foundations/charities. |
|
| Huber Financial Advisors, LLC |
Robert |
Morrison |
President |
(847) 415-9850 |
WM |
rmorrison@huberfinancial.com |
mconlon@huberfinancial.com |
475 Half Day Road, Suite 210 |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/robert-morrison-73766211/ |
|
|
$1.2B |
|
|
https://huberfinancial.com/ |
Huber Financial Advisors, LLC, an independent wealth management firm headquartered in Lincolnshire, Illinois, is an investment adviser registered with the Securities and Exchange Commission.
For more than 30 years, we’ve focused on holistic wealth management and currently manage more than $1.6 billion in assets (as of Sept. 30, 2019) with clients consisting of individuals, high net worth individuals, pension plans/profit sharing plans and foundations/charities. |
|
| Hudock Capital Group, LLC |
Barbara |
Hudock |
Chief Executive Officer & Founding Partner |
(570) 326-9500 |
WM |
Bhudock@hudockcapital.com |
jzielewicz@hudockcapital.com |
400 Market Street, Suite 200 |
Williamsport |
PA |
17701 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-hudock-55ba1060/ |
|
2.002 |
$454M |
|
https://www.linkedin.com/company/hudock-capital-group-llc-/ |
https://hudockcapital.com/ |
With appreciation for the trust placed in us and respect for the individual, Hudock Capital is more than a team of trusted advisors – we are wealth partners. We develop a dynamic relationship with each client – one that is centered on a highly personalized and principled approach to investing with purpose. We find no greater satisfaction than in helping our clients live the lives they’ve imagined. We are a dynamic, privately-held company – valued by our clients, respected by our competitors and acknowledged as a leader by experts in our industry. An active participant in philanthropic endeavors, Hudock Capital believes in giving back to the communities we serve. We invite you to contact us to learn more about our unique brand of a purpose-driven client experience. |
|
| Hudock Capital Group, LLC |
Michael |
Hudock Jr |
Founding Partner & President |
(570) 326-9500 |
WM |
mhudock@hudockcapital.com |
jzielewicz@hudockcapital.com |
400 Market Street, Suite 200 |
Williamsport |
PA |
17701 |
United States of America |
North America |
https://www.linkedin.com/in/michael-hudock-jr-28ab3558/ |
|
2.002 |
$454M |
|
https://www.linkedin.com/company/hudock-capital-group-llc-/ |
https://hudockcapital.com/ |
With appreciation for the trust placed in us and respect for the individual, Hudock Capital is more than a team of trusted advisors – we are wealth partners. We develop a dynamic relationship with each client – one that is centered on a highly personalized and principled approach to investing with purpose. We find no greater satisfaction than in helping our clients live the lives they’ve imagined. We are a dynamic, privately-held company – valued by our clients, respected by our competitors and acknowledged as a leader by experts in our industry. An active participant in philanthropic endeavors, Hudock Capital believes in giving back to the communities we serve. We invite you to contact us to learn more about our unique brand of a purpose-driven client experience. |
|
| Hudock Capital Group, LLC |
Carissa |
Kurtz |
Executive Associate |
(570) 326-9500 |
WM |
ckurtz@hudockcapital.com |
jzielewicz@hudockcapital.com |
400 Market Street, Suite 200 |
Williamsport |
PA |
17701 |
United States of America |
North America |
https://www.linkedin.com/in/carissa-kurtz-77b49565/ |
|
2.002 |
$454M |
|
https://www.linkedin.com/company/hudock-capital-group-llc-/ |
https://hudockcapital.com/ |
With appreciation for the trust placed in us and respect for the individual, Hudock Capital is more than a team of trusted advisors – we are wealth partners. We develop a dynamic relationship with each client – one that is centered on a highly personalized and principled approach to investing with purpose. We find no greater satisfaction than in helping our clients live the lives they’ve imagined. We are a dynamic, privately-held company – valued by our clients, respected by our competitors and acknowledged as a leader by experts in our industry. An active participant in philanthropic endeavors, Hudock Capital believes in giving back to the communities we serve. We invite you to contact us to learn more about our unique brand of a purpose-driven client experience. |
|
| Hudock Capital Group, LLC |
Wayne |
Dieffenderfer |
Chief Compliance Officer |
(570) 326-9500 |
WM |
wdieffenderfer@hudockcapital.com |
jzielewicz@hudockcapital.com |
400 Market Street, Suite 200 |
Williamsport |
PA |
17701 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-dieffenderfer-53050913/ |
|
2.002 |
$454M |
|
https://www.linkedin.com/company/hudock-capital-group-llc-/ |
https://hudockcapital.com/ |
With appreciation for the trust placed in us and respect for the individual, Hudock Capital is more than a team of trusted advisors – we are wealth partners. We develop a dynamic relationship with each client – one that is centered on a highly personalized and principled approach to investing with purpose. We find no greater satisfaction than in helping our clients live the lives they’ve imagined. We are a dynamic, privately-held company – valued by our clients, respected by our competitors and acknowledged as a leader by experts in our industry. An active participant in philanthropic endeavors, Hudock Capital believes in giving back to the communities we serve. We invite you to contact us to learn more about our unique brand of a purpose-driven client experience. |
|
| Hudock Capital Group, LLC |
Marcia |
Pauling |
Operations Manager |
(570) 326-9500 |
WM |
mpauling@hudockcapital.com |
jzielewicz@hudockcapital.com |
400 Market Street, Suite 200 |
Williamsport |
PA |
17701 |
United States of America |
North America |
https://www.linkedin.com/in/marcia-pauling-98333952/ |
|
2.002 |
$454M |
|
https://www.linkedin.com/company/hudock-capital-group-llc-/ |
https://hudockcapital.com/ |
With appreciation for the trust placed in us and respect for the individual, Hudock Capital is more than a team of trusted advisors – we are wealth partners. We develop a dynamic relationship with each client – one that is centered on a highly personalized and principled approach to investing with purpose. We find no greater satisfaction than in helping our clients live the lives they’ve imagined. We are a dynamic, privately-held company – valued by our clients, respected by our competitors and acknowledged as a leader by experts in our industry. An active participant in philanthropic endeavors, Hudock Capital believes in giving back to the communities we serve. We invite you to contact us to learn more about our unique brand of a purpose-driven client experience. |
|
| Hudson Valley Investment Advisors, Inc. |
Michael |
Rundle |
Vice President & Portfolio Manager |
(845) 294-6127 |
WM |
mrundle@hviaonline.com |
|
117 Grand Street, Suite 201, P.O. Box 268 |
Goshen |
NY |
10924 |
United States of America |
North America |
https://www.linkedin.com/in/michael-rundle-4a755232/ |
|
|
$695M |
|
|
http://www.hviaonline.com/ |
Hudson Valley Investment Advisors, Inc. operates as a financial services firm. The Company manages portfolios for pension and profit sharing plans, foundations, endowments, corporations, other businesses, individuals, trusts, estates, and charitable organizations, as well as offers investment advisory services. Hudson Valley Investment Advisors serves clients in the United States. |
|
| Hudson Valley Wealth Management |
Christopher |
Conover |
President |
(845) 920-1600 |
WM |
cconover@hudcos.com |
|
15 East Central Avenue |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-conover-3756657/ |
|
2.008 |
|
|
https://www.linkedin.com/company/hudcos/ |
https://www.hudcos.com/ |
Hudson Companies is a New York based team of fee only, SEC registered investment advisors offering cutting edge institutional quality financial advice to high net worth individuals and families. |
|
| Hudson Valley Wealth Management |
Sandra |
Forman |
General Counsel & CCO |
(845) 920-1600 |
WM |
sforman@hudcos.com |
|
15 East Central Avenue |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/smforman/ |
|
2.008 |
|
|
https://www.linkedin.com/company/hudcos/ |
https://www.hudcos.com/ |
Hudson Companies is a New York based team of fee only, SEC registered investment advisors offering cutting edge institutional quality financial advice to high net worth individuals and families. |
|
| Hudson Valley Wealth Management |
David |
Jonas |
Principal |
Direct: (845) 652-5140, Mobile: (917) 543-9941 |
WM |
djonas@HudsonPrivate.com |
|
15 East Central Avenue |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/david-jonas-5186a210/ |
|
2.008 |
|
|
https://www.linkedin.com/company/hudcos/ |
https://www.hudcos.com/ |
Hudson Companies is a New York based team of fee only, SEC registered investment advisors offering cutting edge institutional quality financial advice to high net worth individuals and families. |
|
| Hudson Wealth Management LLC |
Robert |
Federici |
Partner, Managing Director |
(732) 747-1900 |
WM |
rfederici@hudsonwm.com |
info@hudsonwm.com |
30 Broad Street Suite 2 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/rgfederici/ |
|
2.015 |
|
|
|
http://www.hudsonwealthmanagement.com |
Hudson Advisors LLC operates as an asset management company. The Company offers due diligence and valuation, financial services and reporting, income and property tax compliance, currency and interest rate hedging, risk management, information technology development, and systems support services. Hudson Advisors operates worldwide. |
|
| Hudson Wealth Management LLC |
Nicholas |
Benevento |
Partner, Senior Investment Strategist |
(732) 747-1900 |
WM |
nbenevento@hudsonwm.com |
info@hudsonwm.com |
30 Broad Street Suite 2 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/nbenevento/ |
|
2.015 |
|
|
|
http://www.hudsonwealthmanagement.com |
Hudson Advisors LLC operates as an asset management company. The Company offers due diligence and valuation, financial services and reporting, income and property tax compliance, currency and interest rate hedging, risk management, information technology development, and systems support services. Hudson Advisors operates worldwide. |
|
| Hudson Wealth Management LLC |
Vincent |
Benevento |
Partner,Chief Investment Officer |
(732) 747-1900 |
WM |
vbenevento@hudsonwm.com |
info@hudsonwm.com |
30 Broad Street Suite 2 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/vbenevento/ |
|
2.015 |
|
|
|
http://www.hudsonwealthmanagement.com |
Hudson Advisors LLC operates as an asset management company. The Company offers due diligence and valuation, financial services and reporting, income and property tax compliance, currency and interest rate hedging, risk management, information technology development, and systems support services. Hudson Advisors operates worldwide. |
|
| Hudson Wealth Management LLC |
Diana |
Walters |
Director of Business Development |
(732) 747-1900 |
WM |
dwalters@hudsonwm.com |
info@hudsonwm.com |
30 Broad Street Suite 2 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/diwalters/ |
|
2.015 |
|
|
|
http://www.hudsonwealthmanagement.com |
Hudson Advisors LLC operates as an asset management company. The Company offers due diligence and valuation, financial services and reporting, income and property tax compliance, currency and interest rate hedging, risk management, information technology development, and systems support services. Hudson Advisors operates worldwide. |
|
| Hugh Johnson Advisors LLC |
Daniel |
Rutnik |
Co-President |
(518) 641-6860 |
WM |
drutnik@benderlaneadvisory.com |
info@jnbadvisors.com |
4 Tower Place, Suite 1001 |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/danielrutnik/ |
|
|
$1B |
|
http://www.jnbadvisors.com/ |
https://hjadvisors.com/ |
As investment and wealth management professionals, Hugh Johnson Advisors (a division of JNB Advisors, LLC) is dedicated to helping investors meet their financial goals. We believe in a straightforward, easily understood investment philosophy balancing the opportunity for strong returns with the reduction of risk. We seek to provide consistent returns rather than to “knock the cover off the ball.” Our process focuses on understanding the message of the financial markets on the one hand and important economic and monetary indicators on the other, guiding us to allocate client portfolios proactively. As students of financial and economic history, we know that the stock market and its sectors and the fixed-income markets and their parts perform in very specific ways at the beginning, the middle, and the end of a business cycle. We strive to make this knowledge available and accessible to our clients and base our own investing decisions on it. |
|
| Hugh Johnson Advisors LLC |
Dianne |
McKnight |
Head of Client Service and Compliance, Partner |
(518) 641-6858 |
WM |
dmcknight@hjadvisors.com |
info@hjadvisors.com |
4 Tower Place, Suite 1001 |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/dianne-mcknight-1263b49b/ |
|
|
$1B |
|
http://www.jnbadvisors.com/ |
https://hjadvisors.com/ |
As investment and wealth management professionals, Hugh Johnson Advisors (a division of JNB Advisors, LLC) is dedicated to helping investors meet their financial goals. We believe in a straightforward, easily understood investment philosophy balancing the opportunity for strong returns with the reduction of risk. We seek to provide consistent returns rather than to “knock the cover off the ball.” Our process focuses on understanding the message of the financial markets on the one hand and important economic and monetary indicators on the other, guiding us to allocate client portfolios proactively. As students of financial and economic history, we know that the stock market and its sectors and the fixed-income markets and their parts perform in very specific ways at the beginning, the middle, and the end of a business cycle. We strive to make this knowledge available and accessible to our clients and base our own investing decisions on it. |
|
| Hugh Johnson Advisors LLC |
Robert |
Hennes |
Director of Nonprofit Services, Partner |
(518) 641-6865 |
WM |
rhennes@hjadvisors.com |
info@hjadvisors.com |
4 Tower Place, Suite 1001 |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/bobhennes/ |
|
|
$1B |
|
http://www.jnbadvisors.com/ |
https://hjadvisors.com/ |
As investment and wealth management professionals, Hugh Johnson Advisors (a division of JNB Advisors, LLC) is dedicated to helping investors meet their financial goals. We believe in a straightforward, easily understood investment philosophy balancing the opportunity for strong returns with the reduction of risk. We seek to provide consistent returns rather than to “knock the cover off the ball.” Our process focuses on understanding the message of the financial markets on the one hand and important economic and monetary indicators on the other, guiding us to allocate client portfolios proactively. As students of financial and economic history, we know that the stock market and its sectors and the fixed-income markets and their parts perform in very specific ways at the beginning, the middle, and the end of a business cycle. We strive to make this knowledge available and accessible to our clients and base our own investing decisions on it. |
|
| Human Investing |
Peter |
Fisher |
Founder & CEO |
(503) 905-3100 |
WM |
peter@humaninvesting.com |
jill@humaninvesting.com |
5335 Meadows Road, Suite 450 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/peterfisher1/ |
|
2.004 |
|
|
https://www.linkedin.com/company/human-investing/ |
http://www.humaninvesting.com/ |
Human Investing was established in 2004 to serve clients and their financial pursuits under a fiduciary standard.
This means being legally and ethically bound to putting your interests first and foremost. There will be no selling pressures, no commissions, no inflated promises, and no incomplete truths. |
|
| Human Investing |
Amber |
Jones |
Chief Financial Officer |
(503) 905-3100 |
WM |
jill@humaninvesting.com |
jill@humaninvesting.com |
5335 Meadows Road, Suite 450 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/jonesamber/ |
|
2.004 |
$776M |
|
https://www.linkedin.com/company/human-investing/ |
http://www.humaninvesting.com/ |
Human Investing was established in 2004 to serve clients and their financial pursuits under a fiduciary standard.
This means being legally and ethically bound to putting your interests first and foremost. There will be no selling pressures, no commissions, no inflated promises, and no incomplete truths. |
|
| Human Investing |
Kevin |
Wilson |
COO |
(503) 905-3100 |
WM |
kevin@humaninvesting.com |
jill@humaninvesting.com |
5335 Meadows Road, Suite 450 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-wilson-b638294/ |
|
2.004 |
$776M |
|
https://www.linkedin.com/company/human-investing/ |
http://www.humaninvesting.com/ |
Human Investing was established in 2004 to serve clients and their financial pursuits under a fiduciary standard.
This means being legally and ethically bound to putting your interests first and foremost. There will be no selling pressures, no commissions, no inflated promises, and no incomplete truths. |
|
| Hunter Financial Advisors Inc. |
Daniel |
Juechter |
CEO, President and Founder |
(914) 366-8000 |
WM |
djuechter@hunterfa.com |
info@hunterfa.com |
120 White Plains Rd. Ste. 403 |
Tarrytown |
NY |
10591 |
United States of America |
North America |
https://www.linkedin.com/in/danieljuechter/ |
|
2.000 |
$18M |
|
https://www.linkedin.com/company/hunter-financial-advisors-inc-/ |
http://www.hunterfa.com/ |
At Hunter Financial Advisors, it’s about more than financial planning. It’s about guiding our clients toward the level of success they envision for themselves and their families. It’s about forming lasting partnerships rooted in trust and a mutual passion for creating an abundant future. It’s about people, plain and simple. |
|
| Hunter Financial Advisors Inc. |
Edward |
Harkins |
SVP |
(203) 241-2368 |
WM |
eharkins@hunterfa.com |
info@hunterfa.com |
120 White Plains Rd. Ste. 403 |
Tarrytown |
NY |
10591 |
United States of America |
North America |
|
|
2.000 |
$18M |
|
https://www.linkedin.com/company/hunter-financial-advisors-inc-/ |
http://www.hunterfa.com/ |
At Hunter Financial Advisors, it’s about more than financial planning. It’s about guiding our clients toward the level of success they envision for themselves and their families. It’s about forming lasting partnerships rooted in trust and a mutual passion for creating an abundant future. It’s about people, plain and simple. |
|
| Hurley Wealth Management Group |
Greg |
Hurley |
President / Founder |
(855) 483-9043 |
WM |
greg@hurleywealth.com |
info@hurleywealth.com |
1601 Bayshore Hwy Ste 302 |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/gregmhurley/ |
|
2.005 |
$23 million |
|
https://www.linkedin.com/company/hurley-wealth-management-group/about/ |
http://greghurley.com |
Hurley Wealth Management Group, Inc. is in the Financial Services business. |
|
| Hurlow Wealth Management Group |
John |
Hurlow |
Managing Partner, Financial Advisor |
(812) 333-4726 |
WM |
jhurlow@HurlowWealth.com |
Info@HurlowWealth.com |
3925 Hagan Street Suite 300 |
Bloomington |
IN |
47401 |
United States of America |
North America |
https://www.linkedin.com/in/johnhurlow/ |
|
2.002 |
$215 million |
|
https://www.linkedin.com/company/hurlow-wealth-management-group-inc. |
http://hurlowwealth.com/ |
Hurlow Wealth Management Group, Inc. is an independent, fee-only registered investment advisory firm offering private wealth management services, business retirement plan consulting, and investment management services in Bloomington and Indianapolis, Indiana. |
|
| Hutchinson Capital Management |
Gage |
Houser |
President & Portfolio Manager |
(415) 464-5650 |
WM |
gage.houser@hutchinsoncapital.com |
inquiry@hutchinsoncapital.com |
700 Larkspur Landing Circle, Suite 126 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/gage-houser-302a603/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hutchinson-capital-management/ |
https://www.hutchinsoncapital.com/ |
Hutchinson, an Independent Advisory firm with people who believe passionately in delivering simplicity and transparency to our clients on their terms, not ours. Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our client planning and investing relationships start with at least $2 million of investable assets. |
|
| Hutchinson Capital Management |
Steven |
Wilkes |
CEO & Portfolio Manager |
(415) 464-5650 |
WM |
steve.wilkes@hutchinsoncapital.com |
inquiry@hutchinsoncapital.com |
700 Larkspur Landing Circle, Suite 126 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/steven-k-wilkes-cfa-874447/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hutchinson-capital-management/ |
https://www.hutchinsoncapital.com/ |
Hutchinson, an Independent Advisory firm with people who believe passionately in delivering simplicity and transparency to our clients on their terms, not ours. Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our client planning and investing relationships start with at least $2 million of investable assets. |
|
| Hutchinson Capital Management |
William |
Hutchinson |
Founder and Chairman Emeritus |
(415) 464-5650 |
WM |
bill.hutchinson@hutchinsoncapital.com |
inquiry@hutchinsoncapital.com |
700 Larkspur Landing Circle, Suite 126 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/bill-hutchinson-548a60103/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hutchinson-capital-management/ |
https://www.hutchinsoncapital.com/ |
Hutchinson, an Independent Advisory firm with people who believe passionately in delivering simplicity and transparency to our clients on their terms, not ours. Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our client planning and investing relationships start with at least $2 million of investable assets. |
|
| Hutchinson Capital Management |
Steven |
Wilkes |
CEO and Portfolio Manager |
(415) 464-5650 |
WM |
steve.wilkes@hutchinsoncapital.com |
inquiry@hutchinsoncapital.com |
700 Larkspur Landing Circle, Suite 126 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/steven-k-wilkes-cfa-874447/ |
|
1.995 |
|
|
https://www.linkedin.com/company/hutchinson-capital-management/ |
https://www.hutchinsoncapital.com/ |
Hutchinson, an Independent Advisory firm with people who believe passionately in delivering simplicity and transparency to our clients on their terms, not ours. Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our client planning and investing relationships start with at least $2 million of investable assets. |
|
| Hyde Park Wealth Management |
Jeff |
Vollmer |
Managing Partner |
(513) 533-0228 |
WM |
jvollmer@hydeparkwealthmanagement.com |
|
Hyde Park Square 2702 Erie Avenue |
Cincinnati |
OH |
45208 |
United States of America |
North America |
https://www.linkedin.com/in/jeffvollmerhpwm/ |
|
2.008 |
|
|
https://www.linkedin.com/company/hyde-park-wealth-management/ |
http://www.hydeparkwealthmanagement.com/ |
Hyde Park Wealth Management is an independent financial services firm specializing in wealth creation and preservation strategies. The firm provides individual investors, families and corporate clients with asset management, asset protection, risk and tax mitigation, financial planning and advisory services. The firm enables clients to access a unique array of low-correlation, alternative investments. And helps them to meet their property and casualty insurance needs through its subsidiary, Hyde Park Insurance Partners. |
|
| Hyde Park Wealth Management |
Brian |
Herking |
Partner |
(513) 533-0228 |
WM |
bherking@hydeparkwealthmanagement.com |
|
Hyde Park Square 2702 Erie Avenue |
Cincinnati |
OH |
45208 |
United States of America |
North America |
https://www.linkedin.com/in/brianherking/ |
|
2.008 |
|
|
https://www.linkedin.com/company/hyde-park-wealth-management/ |
http://www.hydeparkwealthmanagement.com/ |
Hyde Park Wealth Management is an independent financial services firm specializing in wealth creation and preservation strategies. The firm provides individual investors, families and corporate clients with asset management, asset protection, risk and tax mitigation, financial planning and advisory services. The firm enables clients to access a unique array of low-correlation, alternative investments. And helps them to meet their property and casualty insurance needs through its subsidiary, Hyde Park Insurance Partners. |
|
| Hyde Park Wealth Management |
Brian |
Parker |
Partner |
(513) 533-0228 |
WM |
bparker@hydeparkwealthmanagement.com |
|
Hyde Park Square 2702 Erie Avenue |
Cincinnati |
OH |
45208 |
United States of America |
North America |
https://www.linkedin.com/in/briantparker/ |
|
2.008 |
|
|
https://www.linkedin.com/company/hyde-park-wealth-management/ |
http://www.hydeparkwealthmanagement.com/ |
Hyde Park Wealth Management is an independent financial services firm specializing in wealth creation and preservation strategies. The firm provides individual investors, families and corporate clients with asset management, asset protection, risk and tax mitigation, financial planning and advisory services. The firm enables clients to access a unique array of low-correlation, alternative investments. And helps them to meet their property and casualty insurance needs through its subsidiary, Hyde Park Insurance Partners. |
|
| I&M Wealth Advisors |
Louis |
Ingargiola |
President |
(570) 961-1161 |
WM |
lou@imwealthadvisors.com |
im@imwealthadvisors.com |
203 North Blakely Street |
Dunmore |
PA |
18512 |
United States of America |
North America |
https://www.linkedin.com/in/louis-ingargiola-aif®-31564362/ |
|
|
|
|
https://www.linkedin.com/company/ingargiola-wealth-management-group/ |
https://www.imwealthadvisors.com/ |
I&M Wealth Advisors consults business owners, corporate executives and professionals on their investments & other wealth management needs. |
|
| I&M Wealth Advisors |
Sean |
McAndrew |
Partner |
(570) 961-1161 |
WM |
sean@imwealthadvisors.com |
im@imwealthadvisors.com |
203 North Blakely Street |
Dunmore |
PA |
18512 |
United States of America |
North America |
https://www.linkedin.com/in/sean-mcandrew-aif®-a9264462/ |
|
|
|
|
https://www.linkedin.com/company/ingargiola-wealth-management-group/ |
https://www.imwealthadvisors.com/ |
I&M Wealth Advisors consults business owners, corporate executives and professionals on their investments & other wealth management needs. |
|
| I&M Wealth Advisors |
Jeannette |
Alunni |
Administrative Assistant |
(570) 961-1161 |
WM |
jeannette@imwealthadvisors.com |
im@imwealthadvisors.com |
203 North Blakely Street |
Dunmore |
PA |
18512 |
United States of America |
North America |
https://www.linkedin.com/in/jeannette-alunni-623aa798/ |
|
|
|
|
https://www.linkedin.com/company/ingargiola-wealth-management-group/ |
https://www.imwealthadvisors.com/ |
I&M Wealth Advisors consults business owners, corporate executives and professionals on their investments & other wealth management needs. |
|
| IAA Wealth Management, LLC |
Tiffany |
Taylor |
Managing Director |
(954) 541-5154 |
WM |
ttaylor@iaac.com |
|
12 SE 7th Street, Suite 825 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/tiffany-a-taylor-iaa-wealthmanagement/ |
|
|
|
|
https://www.linkedin.com/company/iaawealth/ |
https://www.iaawealth.com/ |
IAA specializes in helping you find your financial wellness, with a diversified team of advisors who have extensive industry experience. Our client base includes a wide range of individuals and institutions. From high-net worth families to professional athletes and retirees, we are well equipped to work with all facets of your financial life. We are prepared to be involved with your attorney, tax professional, extended family or agent, designing financial plans that can benefit and improve your life. Our goal is to help you have control over your day-to-day, month-to-month finances; so that you have the capacity to deal with life changing events; that you are on track to meet your financial goals and, as a result, have the freedom to make choices that help you to better enjoy your life. |
|
| IAA Wealth Management, LLC |
Stan |
Leconte |
Senior Managing Partner, Chartered Retirement Planning Counselor |
(954) 541-5154 |
WM |
sleconte@iaac.com |
|
12 SE 7th Street, Suite 825 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/stanleyleconte/ |
|
|
|
|
https://www.linkedin.com/company/iaawealth/ |
https://www.iaawealth.com/ |
IAA specializes in helping you find your financial wellness, with a diversified team of advisors who have extensive industry experience. Our client base includes a wide range of individuals and institutions. From high-net worth families to professional athletes and retirees, we are well equipped to work with all facets of your financial life. We are prepared to be involved with your attorney, tax professional, extended family or agent, designing financial plans that can benefit and improve your life. Our goal is to help you have control over your day-to-day, month-to-month finances; so that you have the capacity to deal with life changing events; that you are on track to meet your financial goals and, as a result, have the freedom to make choices that help you to better enjoy your life. |
|
| IAA Wealth Management, LLC |
Billal |
Adam |
Managing Director |
(954) 541-5154 |
WM |
badam@iaac.com |
|
12 SE 7th Street, Suite 825 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/billaladam/ |
|
|
|
|
https://www.linkedin.com/company/iaawealth/ |
https://www.iaawealth.com/ |
IAA specializes in helping you find your financial wellness, with a diversified team of advisors who have extensive industry experience. Our client base includes a wide range of individuals and institutions. From high-net worth families to professional athletes and retirees, we are well equipped to work with all facets of your financial life. We are prepared to be involved with your attorney, tax professional, extended family or agent, designing financial plans that can benefit and improve your life. Our goal is to help you have control over your day-to-day, month-to-month finances; so that you have the capacity to deal with life changing events; that you are on track to meet your financial goals and, as a result, have the freedom to make choices that help you to better enjoy your life. |
|
| IAA Wealth Management, LLC |
Matt |
Novak |
Managing Partner |
(954) 541-5154 |
WM |
mnovak@iaac.com |
|
12 SE 7th Street, Suite 825 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/matt-novak-financial-advisor-1031exchangedst/ |
|
|
|
|
https://www.linkedin.com/company/iaawealth/ |
https://www.iaawealth.com/ |
IAA specializes in helping you find your financial wellness, with a diversified team of advisors who have extensive industry experience. Our client base includes a wide range of individuals and institutions. From high-net worth families to professional athletes and retirees, we are well equipped to work with all facets of your financial life. We are prepared to be involved with your attorney, tax professional, extended family or agent, designing financial plans that can benefit and improve your life. Our goal is to help you have control over your day-to-day, month-to-month finances; so that you have the capacity to deal with life changing events; that you are on track to meet your financial goals and, as a result, have the freedom to make choices that help you to better enjoy your life. |
|
| IAA Wealth Management, LLC |
Nancy |
Taylor |
Client Service Associate |
(954) 541-5154 |
WM |
ntaylor@iaac.com |
|
12 SE 7th Street, Suite 825 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/iaawealth/ |
https://www.iaawealth.com/ |
IAA specializes in helping you find your financial wellness, with a diversified team of advisors who have extensive industry experience. Our client base includes a wide range of individuals and institutions. From high-net worth families to professional athletes and retirees, we are well equipped to work with all facets of your financial life. We are prepared to be involved with your attorney, tax professional, extended family or agent, designing financial plans that can benefit and improve your life. Our goal is to help you have control over your day-to-day, month-to-month finances; so that you have the capacity to deal with life changing events; that you are on track to meet your financial goals and, as a result, have the freedom to make choices that help you to better enjoy your life. |
|
| IAM Independent Asset Management SA |
Hugues |
Chevalier |
Analysis |
41 228 183 640 |
WM |
h.chevalier@iam.ch |
info@iam.ch |
15 , rue de la Confederation, P.O. Box 3788 |
Geneva 3 |
|
1211 |
Switzerland |
Europe |
|
|
1.989 |
CHF 6B |
|
https://www.linkedin.com/company/international-asset-management/about/ |
https://www.iam.ch/ |
IAM is one of the oldest independent asset management firms specialising in Hedge Funds and Alternative UCITS investments, with a proven track record of over 30 years. |
|
| Icg Advisors, LLC |
Jeffrey |
Assaf |
Senior Managing Director & Chief Investment Officer |
(424) 270-8900 |
WM |
jassaf@icgadvisors.com |
welcome@icgadvisors.com |
11111 Santa Monica Blvd | Suite 2100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-assaf-2461a12/ |
|
2.009 |
$3,694 million |
|
https://www.linkedin.com/company/icg-advisors-llc/ |
https://icgadvisors.com |
Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees over $4 billion in assets for institutions and high net worth families. |
|
| Icg Advisors, LLC |
Eleftherios (Terry) |
Monis |
Managing Director |
(424) 270-8900 |
WM |
emonis@icgadvisors.com |
welcome@icgadvisors.com |
11111 Santa Monica Blvd | Suite 2100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/eleftheriosmonis/ |
|
2.009 |
$3,694 million |
|
https://www.linkedin.com/company/icg-advisors-llc/ |
https://icgadvisors.com |
Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees over $4 billion in assets for institutions and high net worth families. |
|
| Icon Wealth Partners |
Blake |
Pratz |
Founding Partner |
(713) 904-5020 |
WM |
blake.pratz@iconwp.com |
info@iconwp.com |
1980 Post Oak Boulevard Suite 1300 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/blake-pratz-1aa3b613a/ |
|
|
|
|
https://www.linkedin.com/company/icon-wealth-partners/ |
http://iconwp.com/ |
Welcome to Icon Wealth Partners, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. |
|
| Icon Wealth Partners |
Steve |
Schwarzbach |
Founding Partner, Certified Private Wealth Advisors |
(713) 904-5020 |
WM |
steve.schwarzbach@iconwp.com |
info@iconwp.com |
1980 Post Oak Boulevard Suite 1300 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/steve-schwarzbach/ |
|
|
|
|
https://www.linkedin.com/company/icon-wealth-partners/ |
http://iconwp.com/ |
Welcome to Icon Wealth Partners, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. |
|
| Icon Wealth Partners |
Ricardo |
Mihaly |
Senior Director of Planning and Investments |
(713) 904-5020 |
WM |
ricardo.mihaly@iconwp.com |
info@iconwp.com |
1980 Post Oak Boulevard Suite 1300 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/ricardo-mihaly-cfp®-07152321/ |
|
|
|
|
https://www.linkedin.com/company/icon-wealth-partners/ |
http://iconwp.com/ |
Welcome to Icon Wealth Partners, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. |
|
| Icon Wealth Partners |
Mark |
McAdams |
Founding Partner |
(713) 904-5025 |
WM |
Mark.McAdams@iconwp.com |
info@iconwp.com |
1980 Post Oak Boulevard Suite 1300 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/mark-b-mcadams/ |
|
|
|
|
https://www.linkedin.com/company/icon-wealth-partners/ |
http://iconwp.com/ |
Welcome to Icon Wealth Partners, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. |
|
| Ideal Advisors |
Ozsahin |
Batuhan |
Non-Executive Director |
65 6816 3520 |
WM |
info@ideal.sg |
info@ideal.sg |
2 Tuas South Ave 2 #04-04 Tuas Vista |
Singapore |
|
637601 |
Singapore |
Asia |
https://www.linkedin.com/in/batuhan-ozsahin-29520518/ |
|
|
|
|
|
https://www.idealadvisors.com/ |
Ideal Advisors is a Singapore based company with private and institutional clients all over the world. We are glad to assist individuals interested in finding an Ideal Advisor, and respond to other inquiries. We are also available to provide information for advisors, in strictest confidence, about making the transition to Ideal. |
|
| iFAST Corporation Ltd. |
Roy |
Varghese |
Director, Private Client Services |
65 6439 3812 |
WM |
royvarghese@ifastfinancial.com |
ifastadmin@ifastfinancial.com |
10 Collyer Quay, #26-01, Ocean Financial Centre |
Singapore |
|
049315 |
Singapore |
Asia |
https://www.linkedin.com/in/roy-varghese-34b4b011/ |
Financial Advisory Firms, Financial Institutions, Banks, Internet Companies, Multinational Companies Funds, Bonds and Singapore Government Securities (SGS), Stocks, Exchange Traded Funds (ETFs), DPMS), FinTech |
2.000 |
|
|
https://www.roy-varghese.com/ |
http://www.ifastcorp.com/ |
iFAST Corporation is a wealth management fintech platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 10,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and India. |
|
| IGM Financial |
Donald |
MacDonald |
SVP, General Counsel, CCO |
(204) 956-8088 |
WM |
investor.relations@igmfinancial.com |
investor.relations@igmfinancial.com |
One Canada Centre 447 Portage Avenue |
Winnipeg |
MB |
R3C 3B6 |
Canada |
North America |
https://www.linkedin.com/in/don-macdonald-09952a2b/ |
|
|
$140B |
|
https://www.linkedin.com/company/igm-financial-services-inc/?originalSubdomain=ca |
https://www.igmfinancial.com/ |
IGM FINANCIAL INC. (the Company) is a leading wealth and asset management company supporting over 35,000 advisors and both individual and institutional investors throughout North America, Europe and Asia. |
|
| IHT Wealth Management |
Steven |
Dudash |
President, Financial Advisor |
(312) 754-1310 |
WM |
steven.dudash@ihtwm.com |
info@ihtwm.com |
123 N. Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/stevendudash/ |
|
2.014 |
$488 million |
|
https://www.linkedin.com/company/iht-wealth-management/ |
http://www.ihtwealthmanagement.com/ |
IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. |
|
| IHT Wealth Management |
Alex |
Papadopoulos |
Financial Advisor, SVP |
(312) 754-1315 |
WM |
alex.papadopoulos@ihtwm.com |
info@ihtwm.com |
123 N. Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/alex-papadopoulos-csric™-crps®-7b05a31/ |
|
2.014 |
$488 million |
|
https://www.linkedin.com/company/iht-wealth-management/ |
http://www.ihtwealthmanagement.com/ |
IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. |
|
| IHT Wealth Management |
Orlando |
Ochoa |
Financial Advisor, SVP |
(312) 754-1312 |
WM |
orlando.ochoa@ihtwm.com |
info@ihtwm.com |
123 N. Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/orlando-ochoa-iht/ |
|
2.014 |
$488 million |
|
https://www.linkedin.com/company/iht-wealth-management/ |
http://www.ihtwealthmanagement.com/ |
IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. |
|
| IHT Wealth Management |
Peter |
Arboleda |
Financial Advisor, SVP |
(312) 754-1311 |
WM |
peter.arboleda@ihtwm.com |
info@ihtwm.com |
123 N. Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/peterarboleda/ |
|
2.014 |
$488 million |
|
https://www.linkedin.com/company/iht-wealth-management/ |
http://www.ihtwealthmanagement.com/ |
IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. |
|
| IHT Wealth Management |
Ryan |
Wittig |
Financial Advisor, SVP |
(312) 754-1313 |
WM |
ryan.wittig@ihtwm.com |
info@ihtwm.com |
123 N. Wacker Drive, Suite 2300 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-wittig-59a91612/ |
|
2.014 |
$488 million |
|
https://www.linkedin.com/company/iht-wealth-management/ |
http://www.ihtwealthmanagement.com/ |
IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. |
|
| IIFL Private Wealth |
Karan |
Bhagat |
Founder, MD & CEO |
91 22 3958 5600 |
WM |
karan@iiflw.com |
clientservicing@iiflw.com |
7th Floor, IIFL Centre, Kamala Mills Compound, Senapati Bapat Marg, Lower Parel |
Mumbai |
|
400 013 |
India |
Asia |
https://www.linkedin.com/in/karanbhagatiifl/ |
|
2.008 |
|
|
https://www.linkedin.com/company/iifl-wealth-management-ltd/about/ |
https://www.iiflwealth.com |
IIFL Wealth is one of the fastest growing private wealth management firms in India with an AUM of USD 21 billion*. We serve the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, affluent families, family offices and institutional clients through a comprehensive range of tailored wealth management solutions. |
|
| IIFL Private Wealth |
Yatin |
Shah |
CoFounder & Executive Director |
91 22 3958 5600 |
WM |
yatin@iiflw.com |
clientservicing@iiflw.com |
7th Floor, IIFL Centre, Kamala Mills Compound, Senapati Bapat Marg, Lower Parel |
Mumbai |
|
400 013 |
India |
Asia |
https://www.linkedin.com/in/yatin-shah-84b763/ |
|
2.008 |
|
|
https://www.linkedin.com/company/iifl-wealth-management-ltd/about/ |
https://www.iiflwealth.com |
IIFL Wealth is one of the fastest growing private wealth management firms in India with an AUM of USD 21 billion*. We serve the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, affluent families, family offices and institutional clients through a comprehensive range of tailored wealth management solutions. |
|
| IIFL Private Wealth |
Pravin |
Bhalerao |
Executive Director |
91 22 3958 5600 |
WM |
pravin@iiflw.com |
clientservicing@iiflw.com |
7th Floor, IIFL Centre, Kamala Mills Compound, Senapati Bapat Marg, Lower Parel |
Mumbai |
|
400 013 |
India |
Asia |
https://www.linkedin.com/in/pravin-bhalerao-46335a2b/ |
|
2.008 |
|
|
https://www.linkedin.com/company/iifl-wealth-management-ltd/about/ |
https://www.iiflwealth.com |
IIFL Wealth is one of the fastest growing private wealth management firms in India with an AUM of USD 21 billion*. We serve the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, affluent families, family offices and institutional clients through a comprehensive range of tailored wealth management solutions. |
|
| Illumine Wealth Management, LLC |
Lucinda |
Allen |
Advisor |
(424) 394-1901 |
WM |
lucinda.alden@illuminewm.com |
|
11601 Wilshire Blvd, 5th Floor |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/lucinda-alden-811b6a132/ |
|
|
|
|
|
http://illuminewm.com/ |
|
|
| Impact Wealth Advisory, PLCC |
Deborah |
Bishopp |
Founder & CEO |
(480) 802-9620 |
WM |
debbie@impactwealthadvisory.com |
|
428 S. Gilbert Road, Suite 109 |
Gilbert |
AZ |
85296 |
United States of America |
North America |
https://www.linkedin.com/in/deborah-bishopp-cfp®-372471a1/ |
|
2.018 |
|
|
|
https://impactwealthadvisory.com/ |
Impact Wealth Advisory, a wealth management firm founded by Deborah Bishopp. |
|
| Impala Asset Management |
Perri |
Brenner |
COO |
(203) 972-4100 |
WM |
pbrenner@impalafunds.com |
|
324 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/perri-brenner-518967129/ |
|
2.004 |
|
|
https://www.linkedin.com/company/impala-asset-management/ |
https://impalafunds.com/ |
Impala Asset Management LLC is an SEC-registered* alternative investment management firm founded by industry veteran Bob Bishop in 2004. The firm invests in global cyclical equities and uses a unique investment process that combines deep, bottom-up research with extensive sector expertise complemented by a macro perspective. Impala manages a fairly concentrated portfolio that seeks to take advantage of the natural volatility in companies within basic industries such as industrials, materials, consumer discretionary and energy. |
|
| Impala Asset Management |
Diana |
Stemm |
CCO |
(203) 972-4100 |
WM |
dstemm@impalafunds.com |
|
324 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/diana-stemm-3016716/ |
|
2.004 |
|
|
https://www.linkedin.com/company/impala-asset-management/ |
https://impalafunds.com/ |
Impala Asset Management LLC is an SEC-registered* alternative investment management firm founded by industry veteran Bob Bishop in 2004. The firm invests in global cyclical equities and uses a unique investment process that combines deep, bottom-up research with extensive sector expertise complemented by a macro perspective. Impala manages a fairly concentrated portfolio that seeks to take advantage of the natural volatility in companies within basic industries such as industrials, materials, consumer discretionary and energy. |
|
| Impala Asset Management |
Tom |
Sullivan |
CFO |
(203) 972-4100 |
WM |
tsullivan@impalafunds.com |
|
324 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/impala-asset-management/ |
https://impalafunds.com/ |
Impala Asset Management LLC is an SEC-registered* alternative investment management firm founded by industry veteran Bob Bishop in 2004. The firm invests in global cyclical equities and uses a unique investment process that combines deep, bottom-up research with extensive sector expertise complemented by a macro perspective. Impala manages a fairly concentrated portfolio that seeks to take advantage of the natural volatility in companies within basic industries such as industrials, materials, consumer discretionary and energy. |
|
| Independence Advisors, LLC |
Charles |
Boinske |
President |
(610) 695-8070 |
WM |
cboinske@independenceadvisors.com |
info@independenceadvisors.com |
620 Lee Road, Suite 100 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/charlesboinske/ |
|
1.993 |
|
|
https://www.linkedin.com/company/independence-advisors-llc/ |
https://www.independenceadvisors.com/ |
At Independence Advisors, we employ a comprehensive set of services aimed at helping you articulate and progress toward your financial and personal objectives. Our wealth management plans go far beyond just investments. We address all aspects that will help you achieve freedom from financial worry, and protect the legacy you’ve worked so hard to build.
Our investment approach always starts with evaluating your unique goals and circumstances and then customizing a portfolio designed to give you the best chance of meeting your goals. |
|
| Independence Advisors, LLC |
Mark |
Rioboli |
Director of Wealth Management |
(610) 695-8070 |
WM |
mrioboli@independenceadvisors.com |
info@independenceadvisors.com |
620 Lee Road, Suite 100 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/mark-rioboli-1663515/ |
|
1.993 |
|
|
https://www.linkedin.com/company/independence-advisors-llc/ |
https://www.independenceadvisors.com/ |
At Independence Advisors, we employ a comprehensive set of services aimed at helping you articulate and progress toward your financial and personal objectives. Our wealth management plans go far beyond just investments. We address all aspects that will help you achieve freedom from financial worry, and protect the legacy you’ve worked so hard to build.
Our investment approach always starts with evaluating your unique goals and circumstances and then customizing a portfolio designed to give you the best chance of meeting your goals. |
|
| Independence Advisors, LLC |
Patrick |
Runyen |
Wealth Manager |
(610) 695-8070 |
WM |
prunyen@independenceadvisors.com |
info@independenceadvisors.com |
620 Lee Road, Suite 100 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-runyen-cpa-pfs-cfp-61a3567/ |
|
1.993 |
|
|
https://www.linkedin.com/company/independence-advisors-llc/ |
https://www.independenceadvisors.com/ |
At Independence Advisors, we employ a comprehensive set of services aimed at helping you articulate and progress toward your financial and personal objectives. Our wealth management plans go far beyond just investments. We address all aspects that will help you achieve freedom from financial worry, and protect the legacy you’ve worked so hard to build.
Our investment approach always starts with evaluating your unique goals and circumstances and then customizing a portfolio designed to give you the best chance of meeting your goals. |
|
| Independence Advisors, LLC |
Patrick |
Melvin |
Wealth Manager |
(610) 695-8070 |
WM |
pmelvin@independenceadvisors.com |
info@independenceadvisors.com |
620 Lee Road, Suite 100 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/pat-melvin-5834942b/ |
|
1.993 |
|
|
https://www.linkedin.com/company/independence-advisors-llc/ |
https://www.independenceadvisors.com/ |
At Independence Advisors, we employ a comprehensive set of services aimed at helping you articulate and progress toward your financial and personal objectives. Our wealth management plans go far beyond just investments. We address all aspects that will help you achieve freedom from financial worry, and protect the legacy you’ve worked so hard to build.
Our investment approach always starts with evaluating your unique goals and circumstances and then customizing a portfolio designed to give you the best chance of meeting your goals. |
|
| Independence Financial Advisors, LLC |
Michael |
Ventura |
President & CEO |
(603) 934-8373 |
WM |
ventura@ifa-nh.com |
investments@ifa-nh.com |
402 Central Street |
Franklin |
NH |
03235 |
United States of America |
North America |
https://www.linkedin.com/in/michael-f-ventura-536955112/ |
|
1.996 |
|
|
https://www.linkedin.com/company/independence-financial-advisors/ |
https://www.ifa-nh.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| Independence Financial Advisors, LLC |
Paul |
Gatehouse |
Senior Vice President |
(603) 934-8378 |
WM |
gatehouse@ifa-nh.com |
investments@ifa-nh.com |
402 Central Street |
Franklin |
NH |
03235 |
United States of America |
North America |
https://www.linkedin.com/in/paul-w-gatehouse-a08957112/ |
|
1.996 |
|
|
https://www.linkedin.com/company/independence-financial-advisors/ |
https://www.ifa-nh.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| Independence Financial Advisors, LLC |
Pamela |
Hannan |
Vice President |
(603) 934-8372 |
WM |
hannan@ifa-nh.com |
investments@ifa-nh.com |
402 Central Street |
Franklin |
NH |
03235 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/independence-financial-advisors/ |
https://www.ifa-nh.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| Independence Financial Advisors, LLC |
Luca |
D'Italia |
Vice President & Certified Financial Planner |
(603) 934-8335 |
WM |
ditalia@ifa-nh.com |
investments@ifa-nh.com |
402 Central Street |
Franklin |
NH |
03235 |
United States of America |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/independence-financial-advisors/ |
https://www.ifa-nh.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| Independence Financial Advisors, LLC |
Jaimie |
Sousa |
Vice President & Certified Financial Planner |
(603) 934-8312 |
WM |
sousa@ifa-nh.com |
investments@ifa-nh.com |
402 Central Street |
Franklin |
NH |
03235 |
United States of America |
North America |
https://www.linkedin.com/in/jaimiesousa/ |
|
1.996 |
|
|
https://www.linkedin.com/company/independence-financial-advisors/ |
https://www.ifa-nh.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| Independence Wealth Services |
John |
Walton |
Founding Partner / CEO |
(302) 763-1180 |
WM |
jwalton@iwadvisors.com |
ewerwinski@iwadvisors.com |
Stone Mill Plaza 726 Yorklyn Road, Suite 300 |
Hockessin |
DE |
19707 |
United States of America |
North America |
https://www.linkedin.com/in/jon-walton-cfp®-clu-a6395738/ |
|
1.994 |
|
|
https://www.linkedin.com/company/independence-wealth-services/ |
https://www.iwadvisors.com/ |
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. |
|
| Independence Wealth Services |
Michael |
Boyle |
President |
(302) 763-1180 |
WM |
mboyle@iwadvisors.com |
ewerwinski@iwadvisors.com |
Stone Mill Plaza 726 Yorklyn Road, Suite 300 |
Hockessin |
DE |
19707 |
United States of America |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/independence-wealth-services/ |
https://www.iwadvisors.com/ |
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. |
|
| Independence Wealth Services |
David |
Duncan |
Financial Advisor |
(302) 763-1180 |
WM |
dduncan@iwadvisors.com |
ewerwinski@iwadvisors.com |
Stone Mill Plaza 726 Yorklyn Road, Suite 300 |
Hockessin |
DE |
19707 |
United States of America |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/independence-wealth-services/ |
https://www.iwadvisors.com/ |
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. |
|
| Independence Wealth Services |
Raymond |
Babiarz, Jr |
Financial Advisor |
(302) 763-1180 |
WM |
rbabiarz@iwadvisors.com |
ewerwinski@iwadvisors.com |
Stone Mill Plaza 726 Yorklyn Road, Suite 300 |
Hockessin |
DE |
19707 |
United States of America |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/independence-wealth-services/ |
https://www.iwadvisors.com/ |
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. |
|
| Independent Advisor Alliance |
Robert |
Russo |
Founder, CEO |
(888) 430-1555 x7001 |
WM |
RRusso@IAARIA.com |
Compliance@IAARIA.com |
11525 N. Community House Road, Suite 575 Everett Building |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/iaarusso/ |
|
2.012 |
|
rrusso@independentadvisoralliance.com |
https://www.linkedin.com/company/independentaa/ |
https://independentadvisoralliance.com/ |
The Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.
We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience. |
|
| Independent Advisor Alliance |
Jessica |
Sexton |
CCO |
(888) 430-1555 x7002 |
WM |
jsexton@IAARIA.com |
Compliance@IAARIA.com |
11525 N. Community House Road, Suite 575 Everett Building |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-sexton-3383056/ |
|
2.012 |
|
jsexton@independentadvisoralliance.com |
https://www.linkedin.com/company/independentaa/ |
https://independentadvisoralliance.com/ |
The Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.
We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience. |
|
| Independent Advisor Alliance |
Chris |
Zaccarelli |
Chief Investment Officer |
Office: (888) 430-1555 Ext. 7013, Direct: (704) 771-1670 |
WM |
CZaccarelli@IaaRia.com |
Compliance@IAARIA.com |
11525 N. Community House Road, Suite 575 Everett Building |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/czaccarelli/ |
|
2.012 |
|
czaccarelli@independentadvisoralliance.com |
https://www.linkedin.com/company/independentaa/ |
https://independentadvisoralliance.com/ |
The Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.
We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience. |
|
| Independent Advisor Alliance |
Jon |
Reidenouer |
COO |
(888) 430-1555 x7016 |
WM |
JReidenouer@IaaRia.com |
Compliance@IAARIA.com |
11525 N. Community House Road, Suite 575 Everett Building |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-reidenouer-16742a4/ |
|
2.012 |
|
jreidenouer@independentadvisoralliance.com |
https://www.linkedin.com/company/independentaa/ |
https://independentadvisoralliance.com/ |
The Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.
We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience. |
|
| Independent Advisor Alliance |
Michael |
Gordon |
Managing Director, Business Development |
(888) 430-1555 x7008 |
WM |
MGordon@IaaRia.com |
Compliance@IAARIA.com |
11525 N. Community House Road, Suite 575 Everett Building |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/michael-gordon-6648858/ |
|
2.012 |
|
mgordon@independentadvisoralliance.com |
https://www.linkedin.com/company/independentaa/ |
https://independentadvisoralliance.com/ |
The Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.
We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience. |
|
| Independent Financial Partners |
William |
Hamm Jr |
CEO |
(813) 341-0960 Ext. 200 |
WM |
william.hamm@ifpartners.com |
|
3030 North Rocky Point Drive West Suite 700 |
Tampa |
FL |
33607 |
United States of America |
North America |
https://www.linkedin.com/in/william-hamm-cfa-cfp-clu-13562039/ |
|
2.019 |
$3,358 million |
|
https://www.linkedin.com/company/ifpartners/ |
http://ifpartners.com/ |
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. |
|
| Independent Financial Partners |
Karen |
Hamm |
SVP Director of Human Resources |
(813) 341-0960 |
WM |
karen.hamm@ifpartners.com |
|
3030 North Rocky Point Drive West Suite 700 |
Tampa |
FL |
33607 |
United States of America |
North America |
|
|
2.019 |
$3,358 million |
|
https://www.linkedin.com/company/ifpartners/ |
http://ifpartners.com/ |
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. |
|
| Independent Financial Partners |
Chris |
Hamm |
COO |
(813) 341-0960 Ext. 280 |
WM |
chris.hamm@ifpartners.com |
|
3030 North Rocky Point Drive West Suite 700 |
Tampa |
FL |
33607 |
United States of America |
North America |
https://www.linkedin.com/in/chris-hamm-681a3610/ |
|
2.019 |
$3,358 million |
|
https://www.linkedin.com/company/ifpartners/ |
http://ifpartners.com/ |
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. |
|
| Independent Portfolio Consultants, Inc |
John |
Motherwell |
Managing Director & National Sales Manager |
(561) 912-1040 |
WM |
john.motherwell@ipcanswers.com |
|
5002 T-Rex Avenue Suite 225 |
Boca Raton |
FL |
33431 |
United States of America |
North America |
https://www.linkedin.com/in/john-motherwell-b83b3a5/ |
|
|
$2,362 million |
|
https://www.linkedin.com/company/independent-portfolio-consultants/about/ |
http://www.ipcwealthadvisors.com/ |
IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. That’s why when investment professionals identify clients who need managed account solutions, they come to us. |
|
| Independent Wealth Management |
Martin |
Guzman |
President and Founder |
(866) 825-2425 |
WM |
mguzman@iwmgt.com |
|
9844 W. Yearling Rd., Suite D1160 |
Peoria |
AZ |
85383 |
United States of America |
North America |
https://www.linkedin.com/in/marty-guzman-iar-rfc-643b3b66/ |
|
2.000 |
|
|
https://www.linkedin.com/company/independent-wealth-management-and-insurance-services/ |
https://independentwealthmgt.com/ |
Independent Wealth Management & Insurance Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. At Independent Wealth Management & Insurance Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. |
|
| Independent Wealth Management |
Reini |
Reyes |
Vice President |
(866) 825-2425 |
WM |
rreyes@iwmgt.com |
|
9844 W. Yearling Rd., Suite D1160 |
Peoria |
AZ |
85383 |
United States of America |
North America |
https://www.linkedin.com/in/reini-reyes-522b97ab/ |
|
2.000 |
|
|
https://www.linkedin.com/company/independent-wealth-management-and-insurance-services/ |
https://independentwealthmgt.com/ |
Independent Wealth Management & Insurance Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. At Independent Wealth Management & Insurance Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. |
|
| Index Fund Advisors Inc. |
Mark |
Hebner |
Founder & President |
(949) 502-0050 |
WM |
mark@ifa.com |
info@ifa.com |
19200 Von Karman Ave., Suite 150 |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/mark-hebner-a3a3a444/ |
|
1.999 |
|
|
https://www.linkedin.com/company/index-funds-advisors-inc-/ |
https://www.ifa.com/ |
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. |
|
| Index Fund Advisors Inc. |
Wes |
Long |
EVP / Diretor of Advisor Services and Marketing |
(949) 502-0050 |
WM |
wes@ifa.com |
info@ifa.com |
19200 Von Karman Ave., Suite 150 |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/wes-long-a5683614/ |
|
1.999 |
|
|
https://www.linkedin.com/company/index-funds-advisors-inc-/ |
https://www.ifa.com/ |
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. |
|
| Index Fund Advisors Inc. |
Cindy |
Mason |
CFO |
(949) 502-0050 |
WM |
cindy@ifa.com |
info@ifa.com |
19200 Von Karman Ave., Suite 150 |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/cindy-mason-8323196/ |
|
1.999 |
|
|
https://www.linkedin.com/company/index-funds-advisors-inc-/ |
https://www.ifa.com/ |
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. |
|
| Index Fund Advisors Inc. |
Michelle |
Ojeda |
CCO |
(949) 502-0050 |
WM |
michelle@ifa.com |
info@ifa.com |
19200 Von Karman Ave., Suite 150 |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-atkinson-03057041/ |
|
1.999 |
|
|
https://www.linkedin.com/company/index-funds-advisors-inc-/ |
https://www.ifa.com/ |
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. |
|
| Index Fund Advisors Inc. |
Anne |
Page |
Director of Client Services |
(949) 502-0050 |
WM |
anne@ifa.com |
info@ifa.com |
19200 Von Karman Ave., Suite 150 |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/anne-page-52866715/ |
|
1.999 |
|
|
https://www.linkedin.com/company/index-funds-advisors-inc-/ |
https://www.ifa.com/ |
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. |
|
| Index Gurus, Inc. |
Faruk |
Jaffer |
Founder & Principal |
(925) 354-1090 |
WM |
farukjaffer@gmail.com |
|
5350 Paso Del Rio Way |
Concord |
CA |
94521 |
United States of America |
North America |
https://www.linkedin.com/in/farukjaffer/ |
|
|
|
|
|
http://www.indexgurus.com/ |
Index Gurus is an independent, fee-only Registered Investment Adviser. As a fully independent firm, our interests are completely aligned with our clients - we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager. We don’t sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
Individuals, families, business owners and professionals can benefit from personalized service and customized advice, giving them confidence that they are making the most of their wealth. From running a company to developing software, the decisions you make with your capital are vital to your success. We manage wealth so our clients can focus on their priorities. Let us do the heavy lifting. |
|
| Indosuez Wealth Management |
Jacques |
Prost |
CEO |
|
WM |
jacques.prost@ca-indosuez.com |
|
12 Place des Etats Unis Montrouge |
Cedex |
|
92545 |
France |
Europe |
|
|
|
|
|
https://www.linkedin.com/company/indosuez-wealth-management/ |
https://ca-indosuez.com/ |
Indosuez Wealth Management is the global wealth management brand of Crédit Agricole group, ranked 12th in the world based on Tier 1 capital (source: The Banker, July 2019). |
|
| iNFiNi-t Wealth Management Advisers Inc. |
Normand |
Coulombe |
President |
(514) 875-1485 |
WM |
normand@infini-t.ca |
administration@infini-t.ca |
1155 Rene-Levesque Blvd West Suite 2920 |
Montreal |
QC |
H3B 2L3 |
Canada |
North America |
https://www.linkedin.com/in/normand-coulombe-89b18924/ |
|
|
|
|
|
https://infini-t.ca/ |
iNFiNi-t Wealth Management Advisers is dedicated to providing fully independent advice to high-net-worth private clients and foundations with complex wealth management needs. Our role is to serve as personal family financial advisers. Our services are designed to fit your needs, and include formulating investment policies, developing an asset mix, selecting managers, managing risk and continuously monitoring the performance of the entire investment portfolio, preparing performance reports, coordinating the work and meeting with stakeholders, and negotiating fees. |
|
| iNFiNi-t Wealth Management Advisers Inc. |
Marie-Line |
Berube |
EVP |
(514) 875-5003 |
WM |
marie-line@infini-t.ca |
administration@infini-t.ca |
1155 Rene-Levesque Blvd West Suite 2920 |
Montreal |
QC |
H3B 2L3 |
Canada |
North America |
https://www.linkedin.com/in/marie-line-bérubé-500a194b/ |
|
|
|
|
|
https://infini-t.ca/ |
iNFiNi-t Wealth Management Advisers is dedicated to providing fully independent advice to high-net-worth private clients and foundations with complex wealth management needs. Our role is to serve as personal family financial advisers. Our services are designed to fit your needs, and include formulating investment policies, developing an asset mix, selecting managers, managing risk and continuously monitoring the performance of the entire investment portfolio, preparing performance reports, coordinating the work and meeting with stakeholders, and negotiating fees. |
|
| iNFiNi-t Wealth Management Advisers Inc. |
Philippe |
Cote |
Vice President |
(514) 875-0653 |
WM |
philippe@infini-t.ca |
administration@infini-t.ca |
1155 Rene-Levesque Blvd West Suite 2920 |
Montreal |
QC |
H3B 2L3 |
Canada |
North America |
https://www.linkedin.com/in/philippe-cote-cfa-cipm-70bab54a/ |
|
|
|
|
|
https://infini-t.ca/ |
iNFiNi-t Wealth Management Advisers is dedicated to providing fully independent advice to high-net-worth private clients and foundations with complex wealth management needs. Our role is to serve as personal family financial advisers. Our services are designed to fit your needs, and include formulating investment policies, developing an asset mix, selecting managers, managing risk and continuously monitoring the performance of the entire investment portfolio, preparing performance reports, coordinating the work and meeting with stakeholders, and negotiating fees. |
|
| Infiniti Wealth Management |
Michael |
Durante |
Owner and Principal |
(845) 278-8638 |
WM |
mike@iwmria.com |
|
3 Starr Ridge Road - Suite 103 |
Brewster |
NY |
10509 |
United States of America |
North America |
https://www.linkedin.com/in/mikedurantecfp/ |
|
2.003 |
|
|
https://www.linkedin.com/company/infiniti-wealth-management/about/ |
https://www.iwmria.com |
Infiniti Wealth Management is an independent, fee-only financial advisory firm that specializes in:
* Investment Management
* Wealth Management
* Retirement Planning
* Women in Transition
* Post-Divorce Financial Planning |
|
| Infiniti Wealth Management |
George |
Waters |
Principal |
(845) 278-8638 |
WM |
george@iwmria.com |
|
3 Starr Ridge Road - Suite 103 |
Brewster |
NY |
10509 |
United States of America |
North America |
https://www.linkedin.com/in/george-waters-86434115/ |
|
2.003 |
|
|
https://www.linkedin.com/company/infiniti-wealth-management/about/ |
https://www.iwmria.com |
Infiniti Wealth Management is an independent, fee-only financial advisory firm that specializes in:
* Investment Management
* Wealth Management
* Retirement Planning
* Women in Transition
* Post-Divorce Financial Planning |
|
| Infinity Wealth Management |
Jerry |
Citarella |
Financial Professional |
(661) 255-9555 Ext. 1 |
WM |
jcitarella@nextfinancial.com |
sayhello@infinitygoals.com |
23734 Valencia Boulevard, Suite 301 |
Valencia |
CA |
91355 |
United States of America |
North America |
|
|
|
|
|
|
https://www.infinitygoals.com/ |
Infinity Wealth Management was started for one simple reason. We are here to provide individuals, families and organizations a reliable place to go for effective, logical, meaningful advice that will help them accomplish their accumulation, protection and wealth transfer goals, whether basic or complex. Our objective is to meet every new client with a blank slate and develop plans and strategies based on their very individual needs. Everyone’s situation is different and we understand, respect and look forward to that. |
|
| Infinity Wealth Management |
Mike |
Guinn |
Financial Professional |
Direct: (661) 255-9555 Ext. 5, Mobile: (661) 360-7803 |
WM |
mguinn@nextfinancial.com |
sayhello@infinitygoals.com |
23734 Valencia Boulevard, Suite 301 |
Valencia |
CA |
91355 |
United States of America |
North America |
https://www.linkedin.com/in/mike-guinn-56726711/ |
|
|
|
|
|
https://www.infinitygoals.com/ |
Infinity Wealth Management was started for one simple reason. We are here to provide individuals, families and organizations a reliable place to go for effective, logical, meaningful advice that will help them accomplish their accumulation, protection and wealth transfer goals, whether basic or complex. Our objective is to meet every new client with a blank slate and develop plans and strategies based on their very individual needs. Everyone’s situation is different and we understand, respect and look forward to that. |
|
| Infinity Wealth Management |
Kieran |
Wong |
Financial Professional |
(661) 255-9555 Ext. 6 |
WM |
kwong@nextfinancial.com |
sayhello@infinitygoals.com |
23734 Valencia Boulevard, Suite 301 |
Valencia |
CA |
91355 |
United States of America |
North America |
https://www.linkedin.com/in/kieranwong/ |
|
|
|
|
|
https://www.infinitygoals.com/ |
Infinity Wealth Management was started for one simple reason. We are here to provide individuals, families and organizations a reliable place to go for effective, logical, meaningful advice that will help them accomplish their accumulation, protection and wealth transfer goals, whether basic or complex. Our objective is to meet every new client with a blank slate and develop plans and strategies based on their very individual needs. Everyone’s situation is different and we understand, respect and look forward to that. |
|
| Infinity Wealth Management |
Tracy |
Montoya |
Financial Assistant |
(661) 255-9555 Ext. 3 |
WM |
tmontoya@nextfinancial.com |
sayhello@infinitygoals.com |
23734 Valencia Boulevard, Suite 301 |
Valencia |
CA |
91355 |
United States of America |
North America |
https://www.linkedin.com/in/tracy-montoya-34029767/ |
|
|
|
|
|
https://www.infinitygoals.com/ |
Infinity Wealth Management was started for one simple reason. We are here to provide individuals, families and organizations a reliable place to go for effective, logical, meaningful advice that will help them accomplish their accumulation, protection and wealth transfer goals, whether basic or complex. Our objective is to meet every new client with a blank slate and develop plans and strategies based on their very individual needs. Everyone’s situation is different and we understand, respect and look forward to that. |
|
| IN-GOT Brokers SA |
N/A |
N/A |
|
41 223 193 442 |
WM |
N/A |
info@ingotbrokers.com |
Rue de Rive 8 |
Geneva |
|
1204 |
Switzerland |
Europe |
|
|
|
$500 million |
|
https://www.linkedin.com/company/ingot-brokers/ |
http://www.ingotbrokers.com/ |
For more than 10 years of first-hand experience in the financial industry, we have been providing the best and most innovative financial tools to traders all over the world. INGOT Brokers is an ASIC regulated brokerage that is guided and driven by its vision to provide the best trading services to investors of all kinds.
INGOT Brokers offers trading opportunities that cater to your specific needs and empower you to create a profitable investment portfolio. The company first began with offering trading on forex, and today it is pleased to offer numerous financial instruments to trade on including ETFs, MENA and international shares and indices, commodities and cryptocurrencies.
Since its establishment in 2006 in Switzerland, the company has been witnessing steady, positive growth in its operations, expanding its presence into four continents with a headquarter in Sydney and regional offices in Bahrain and New Zealand. |
|
| Inlet Private Wealth |
Ted |
Furniss |
Chairman and Chief Investment Officer |
(561) 781-0402 |
WM |
TFurniss@InletPrivateWealth.com |
Info@InletPrivateWealth.com |
Reynolds Plaza, Suite 206 1061 E. Indiantown Road |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/ted-furniss-704683/ |
|
2.018 |
|
|
https://www.linkedin.com/company/inlet-private-wealth/ |
https://inletprivatewealth.com/ |
Inlet Private Wealth was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. As a boutique firm, we cater to the needs of each client by working collaboratively with them to help achieve their unique financial objectives. We develop personalized financial solutions without pressure to employ a style box or proprietary products. |
|
| Inlet Private Wealth |
Victoria |
Peaper |
CEO |
(561) 781-0403 |
WM |
VPeaper@InletPrivateWealth.com |
Info@InletPrivateWealth.com |
Reynolds Plaza, Suite 206 1061 E. Indiantown Road |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/victoria-w-peaper-2b1b5b27/ |
|
2.018 |
|
|
https://www.linkedin.com/company/inlet-private-wealth/ |
https://inletprivatewealth.com/ |
Inlet Private Wealth was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. As a boutique firm, we cater to the needs of each client by working collaboratively with them to help achieve their unique financial objectives. We develop personalized financial solutions without pressure to employ a style box or proprietary products. |
|
| Inlet Private Wealth |
Therese |
Manz |
COO |
(561) 781-0404 |
WM |
TManz@InletPrivateWealth.com |
Info@InletPrivateWealth.com |
Reynolds Plaza, Suite 206 1061 E. Indiantown Road |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/therese-manz-55b311169/ |
|
2.018 |
|
|
https://www.linkedin.com/company/inlet-private-wealth/ |
https://inletprivatewealth.com/ |
Inlet Private Wealth was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. As a boutique firm, we cater to the needs of each client by working collaboratively with them to help achieve their unique financial objectives. We develop personalized financial solutions without pressure to employ a style box or proprietary products. |
|
| Inlet Private Wealth |
Halsey |
Smith |
Director of Marketing |
(561) 781-0405 |
WM |
Halsey@inletPrivateWealth.com |
Info@InletPrivateWealth.com |
Reynolds Plaza, Suite 206 1061 E. Indiantown Road |
Jupiter |
FL |
33477 |
United States of America |
North America |
|
|
2.018 |
|
|
https://www.linkedin.com/company/inlet-private-wealth/ |
https://inletprivatewealth.com/ |
Inlet Private Wealth was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. As a boutique firm, we cater to the needs of each client by working collaboratively with them to help achieve their unique financial objectives. We develop personalized financial solutions without pressure to employ a style box or proprietary products. |
|
| Inlet Private Wealth |
Mackenzie |
Edwards |
Investment Advisor |
(561) 781-0405 |
WM |
mackenzie@inletprivatewealth.com |
Info@InletPrivateWealth.com |
Reynolds Plaza, Suite 206 1061 E. Indiantown Road |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/mackenzie-edwards-707288139/ |
|
2.018 |
|
|
https://www.linkedin.com/company/inlet-private-wealth/ |
https://inletprivatewealth.com/ |
Inlet Private Wealth was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. As a boutique firm, we cater to the needs of each client by working collaboratively with them to help achieve their unique financial objectives. We develop personalized financial solutions without pressure to employ a style box or proprietary products. |
|
| Innovest Portfolio Solutions, LLC |
Richard |
Todd |
CEO, CoFounder & Principal |
Direct: (303) 694-1900 Ext. 305, Mobile: (303) 885-2467 |
WM |
rtodd@innovestinc.com |
|
4643 South Ulster Street, Suite 1040 |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/rich-todd-8220baa/ |
|
1.996 |
|
|
https://www.linkedin.com/company/innovest-portfolio-solutions/ |
http://www.innovestinc.com/ |
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.
Innovest is an independent provider of investment-related consulting services for benefit plans, nonprofits and families and family offices. |
|
| Innovest Portfolio Solutions, LLC |
Wendy |
Dominguez |
President, CoFounder & Principal |
(303) 694-1900 |
WM |
wdominguez@innovestinc.com |
|
4643 South Ulster Street, Suite 1040 |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/wendy-dominguez-79b6082b/ |
|
1.996 |
|
|
https://www.linkedin.com/company/innovest-portfolio-solutions/ |
http://www.innovestinc.com/ |
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.
Innovest is an independent provider of investment-related consulting services for benefit plans, nonprofits and families and family offices. |
|
| Innovest Portfolio Solutions, LLC |
Bill |
Fender |
Principal & CCO |
(303) 694-1900 |
WM |
bfender@innovestinc.com |
|
4643 South Ulster Street, Suite 1040 |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/bill-fender-24254a2b/ |
|
1.996 |
|
|
https://www.linkedin.com/company/innovest-portfolio-solutions/ |
http://www.innovestinc.com/ |
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.
Innovest is an independent provider of investment-related consulting services for benefit plans, nonprofits and families and family offices. |
|
| Innovest Portfolio Solutions, LLC |
Peter |
Mustian |
Principal, COO |
(303) 694-1900 |
WM |
pmustian@innovestinc.com |
|
4643 South Ulster Street, Suite 1040 |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/petermustian/ |
|
1.996 |
|
|
https://www.linkedin.com/company/innovest-portfolio-solutions/ |
http://www.innovestinc.com/ |
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.
Innovest is an independent provider of investment-related consulting services for benefit plans, nonprofits and families and family offices. |
|
| Innovest Portfolio Solutions, LLC |
Steven |
Karsh |
Principal |
(303) 694-1900 |
WM |
skarsh@innovestinc.com |
|
4643 South Ulster Street, Suite 1040 |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/steven-karsh-b8b63b8/ |
|
1.996 |
|
|
https://www.linkedin.com/company/innovest-portfolio-solutions/ |
http://www.innovestinc.com/ |
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.
Innovest is an independent provider of investment-related consulting services for benefit plans, nonprofits and families and family offices. |
|
| Insight Investment |
Clifford |
Corso |
CEO, North America |
(212) 527-1800 |
WM |
clifford.corso@insightinvestment.com |
institutionalna@insightinvestment.com |
7th Floor, 200 Park Avenue |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/clifford-corso-09253822/ |
|
2.002 |
|
|
https://www.linkedin.com/company/insight-investment/ |
https://www.insightinvestment.com/ |
Insight Investment is a leading global asset manager, responsible for assets under management across liability driven investment (LDI), cashflow-driven investing (CDI) and longevity hedging, currency management, fixed income, absolute return, multi-asset and specialist investment strategies. |
|
| Insight Wealth Partners |
David |
Dryden |
Managing Partner |
(972) 543-4800 |
WM |
david.dryden@insightwp.com |
info@insightwp.com |
3333 Premier Drive Suite 800 |
Plano |
TX |
75023 |
United States of America |
North America |
https://www.linkedin.com/in/insightwealthpartners/ |
|
|
$436.8 million |
|
|
http://www.insightwp.com/ |
Insight Wealth Partners is an independent wealth management and advisory firm headquartered in Plano, Texas. Our experienced team of financial advisors, portfolio and account managers, and caring support staff are committed to providing comprehensive wealth management expertise to high net worth individuals, families, and business owners, enabling them to achieve their personal financial goals and realize their dreams. |
|
| Insight Wealth Partners |
Wayne |
Smith III |
Managing Partner / Chief Compliance Officer |
(972) 543-4800 |
WM |
wayne.smith@insightwp.com |
info@insightwp.com |
3333 Premier Drive Suite 800 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
$436.8 million |
|
|
http://www.insightwp.com/ |
Insight Wealth Partners is an independent wealth management and advisory firm headquartered in Plano, Texas. Our experienced team of financial advisors, portfolio and account managers, and caring support staff are committed to providing comprehensive wealth management expertise to high net worth individuals, families, and business owners, enabling them to achieve their personal financial goals and realize their dreams. |
|
| Insight Wealth Partners |
Travis |
Carter |
Managing Partner |
(972) 543-4800 |
WM |
travis.carter@insightwp.com |
info@insightwp.com |
3333 Premier Drive Suite 800 |
Plano |
TX |
75023 |
United States of America |
North America |
https://www.linkedin.com/in/travis-carter-cfp-9a863517/ |
|
|
$436.8 million |
|
|
http://www.insightwp.com/ |
Insight Wealth Partners is an independent wealth management and advisory firm headquartered in Plano, Texas. Our experienced team of financial advisors, portfolio and account managers, and caring support staff are committed to providing comprehensive wealth management expertise to high net worth individuals, families, and business owners, enabling them to achieve their personal financial goals and realize their dreams. |
|
| Insight Wealth Partners |
Ryan |
Ferguson |
Managing Partner |
(972) 543-4800 |
WM |
ryan.ferguson@insightwp.com |
info@insightwp.com |
3333 Premier Drive Suite 800 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
$436.8 million |
|
|
http://www.insightwp.com/ |
Insight Wealth Partners is an independent wealth management and advisory firm headquartered in Plano, Texas. Our experienced team of financial advisors, portfolio and account managers, and caring support staff are committed to providing comprehensive wealth management expertise to high net worth individuals, families, and business owners, enabling them to achieve their personal financial goals and realize their dreams. |
|
| INSIGNEO FINANCIAL GROUP |
Ahmed |
Riesgo |
Chief Investment Strategist |
Direct: (305) 982-4570 |
WM |
ahmed.riesgo@insigneo.com |
info@insigneo.com |
777 Brickell Avenue, 10th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/ahmed-riesgo-113121163/ |
|
|
|
|
https://www.linkedin.com/company/insigneo/ |
https://www.insigneo.com/ |
Insigneo is a financial services firm headquartered in Miami, FL. We are a FINRA Registered Broker/Deal and Registered Investment Advisor.
We run a first-class investment platform for Independent Financial Advisors serving the needs of non-US clients. We also service non-US focused RIAs, MFOs and Wealth Management firms.
We promote a culture of share values with smart controls, strong due-diligence and continuous innovation.
We are committed to deliver a simpler user experience to FAs and end-clients and to be a friendlier and more approachable investment firm.
Insigneo and its predecessor companies have been in business since 1985. |
|
| INSIGNEO FINANCIAL GROUP |
Daniel |
Schwartz |
Managing Director - Business Development |
(305) 373-9000 |
WM |
daniel.schwartz@insigneo.com |
info@insigneo.com |
777 Brickell Avenue, 10th Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-m-schwartz-4aa74653/ |
|
|
|
|
https://www.linkedin.com/company/insigneo/ |
https://www.insigneo.com/ |
Insigneo is a financial services firm headquartered in Miami, FL. We are a FINRA Registered Broker/Deal and Registered Investment Advisor.
We run a first-class investment platform for Independent Financial Advisors serving the needs of non-US clients. We also service non-US focused RIAs, MFOs and Wealth Management firms.
We promote a culture of share values with smart controls, strong due-diligence and continuous innovation.
We are committed to deliver a simpler user experience to FAs and end-clients and to be a friendlier and more approachable investment firm.
Insigneo and its predecessor companies have been in business since 1985. |
|
| Inspire Wealth Partners |
Matt |
Cooley |
Founder and Financial Advisor |
(208) 830-7953 |
WM |
matt@inspirewealthpartners.com |
|
800 W. Main Street, Suite 1460 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/mattcooleycfp®/ |
|
|
|
|
https://www.linkedin.com/company/inspire-wealth-partners/ |
https://www.inspirewealthpartners.com/ |
Inspire Wealth Partners is an independent, wealth management firm dedicated to helping individuals and families optimize the financial situation they’ve worked so hard to create. |
|
| Instinct Asset Management |
Fred |
Eechaute |
Chief Executive Officer |
65 6950 1723 |
WM |
fred.eechaute@instinct-am.com |
enquiries@instinct-am.com |
UOB Plaza 1, 80 Raffles Place #44-03 |
Singapore |
|
048624 |
Singapore |
Asia |
https://www.linkedin.com/in/fred-eechaute-54ba62194/ |
Long/Short Equity, Private Equity, Long Only, VC |
2.009 |
|
|
|
http://instinct-am.com/ |
Instinct Asset Management is a Singapore based family office focused on uncovering opportunistic investments. We center our investments in the alternative space focusing on Long/Short Equity, Private Equity, Long Only, VC. |
|
| Institute for Private Investors |
Brien |
Biondi |
President |
(212) 693-2790 |
WM |
bb@memberlink.net |
ipi@memberlink.net |
115 Broadway, 10th Floor |
New York |
NY |
10006 |
United States of America |
North America |
https://www.linkedin.com/in/brien-biondi-008b9/ |
|
|
$660M |
|
|
http://www.instituteforprivateinvestors.com/ |
The Institute for Private Investors is a private membership organization offering non-commercial investor education, in-person networking and an online community to over 1000 ultra-high-net-worth investors from over 30 countries and 41 U.S states.
Families of substantial wealth rely on IPI to provide a safe harbor where they can learn from each other and leading experts, while fostering lifelong relationships with like-minded peers. |
|
| Institute for Private Investors |
Susan |
Kemp |
Vice President, Operations & Membership |
(212) 693-2788 |
WM |
sk@memberlink.net |
ipi@memberlink.net |
115 Broadway, 10th Floor |
New York |
NY |
10006 |
United States of America |
North America |
https://www.linkedin.com/in/susan-kemp-pickrell-2227126/ |
|
|
$660M |
|
|
http://www.instituteforprivateinvestors.com/ |
The Institute for Private Investors is a private membership organization offering non-commercial investor education, in-person networking and an online community to over 1000 ultra-high-net-worth investors from over 30 countries and 41 U.S states.
Families of substantial wealth rely on IPI to provide a safe harbor where they can learn from each other and leading experts, while fostering lifelong relationships with like-minded peers. |
|
| Insured Wealth Management LLC |
Marc |
Helfrich |
Owner |
(972) 767-8370 |
WM |
marc@insured-wealth.com |
info@insured-wealth.com |
306 S Tennessee St |
McKinney |
TX |
75069 |
United States of America |
North America |
https://www.linkedin.com/in/marc-helfrich-79bab91b/ |
|
|
|
|
|
http://www.insured-wealth.com/ |
Insured Wealth Management’s mission is to help restore lost confidence in your ability to sustain your ideal lifestyle throughout your retirement. Our specialty is retirement planning with a focus on income and estate planning. |
|
| Intech Investment Management LLC |
Adrian |
Banner |
CEO and Chief Investment Officer |
(561) 775-1100 |
WM |
abanner@intechinvestments.com |
|
250 S. Australian Ave. Suite 1800 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/intech-investment-management-llc/ |
https://www.intechinvestments.com/ |
Intech is a specialized global asset management firm that harnesses stock price volatility as a source of excess return and a key to risk control. |
|
| Intech Investment Management LLC |
Lance |
Campbell |
EVP and CFO |
(561) 775-1100 |
WM |
lcampbell@intechinvestments.com |
|
250 S. Australian Ave. Suite 1800 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/lance-campbell-2b574832/ |
|
1.987 |
|
|
https://www.linkedin.com/company/intech-investment-management-llc/ |
https://www.intechinvestments.com/ |
Intech is a specialized global asset management firm that harnesses stock price volatility as a source of excess return and a key to risk control. |
|
| Intech Investment Management LLC |
Martha |
Franco |
SVP, Human Resources |
(561) 775-1100 |
WM |
mfranco@intechinvestments.com |
|
250 S. Australian Ave. Suite 1800 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/marthafranco/ |
|
1.987 |
|
|
https://www.linkedin.com/company/intech-investment-management-llc/ |
https://www.intechinvestments.com/ |
Intech is a specialized global asset management firm that harnesses stock price volatility as a source of excess return and a key to risk control. |
|
| Intech Investment Management LLC |
Justin |
Wright |
EVP, COO and General Counsel |
(561) 775-1100 |
WM |
jwright@intechinvestments.com |
|
250 S. Australian Ave. Suite 1800 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/justin-wright-17bb964/ |
|
1.987 |
|
|
https://www.linkedin.com/company/intech-investment-management-llc/ |
https://www.intechinvestments.com/ |
Intech is a specialized global asset management firm that harnesses stock price volatility as a source of excess return and a key to risk control. |
|
| Integrated Advisors Network, LLC |
Linda |
Pix |
Co-Founder & Chief Business Development Officer |
(855) 729-4222 |
WM |
lpix@integratedadvisorsnetwork.com |
info@integratedadvisorsnetwork.com |
75 Malaga Cove Plaza, Suite 5 |
Palos Verdes Estates |
CA |
90274 |
United States of America |
North America |
https://www.linkedin.com/in/linda-pix-02046b26/ |
|
2.014 |
|
|
https://www.linkedin.com/company/integrated-advisors-network/ |
https://integratedadvisorsnetwork.com/ |
Integrated Advisors Network (IAN) is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. |
|
| Integrated Advisors Network, LLC |
Michael |
Young |
President |
(855) 729-4222 |
WM |
myoung@integratedadvisorsnetwork.com |
info@integratedadvisorsnetwork.com |
75 Malaga Cove Plaza, Suite 5 |
Palos Verdes Estates |
CA |
90274 |
United States of America |
North America |
https://www.linkedin.com/in/michael-a-young-6307761/ |
|
2.014 |
|
|
https://www.linkedin.com/company/integrated-advisors-network/ |
https://integratedadvisorsnetwork.com/ |
Integrated Advisors Network (IAN) is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. |
|
| Integrated Advisors Network, LLC |
Jeff |
Groves |
Chief Executive Officer |
(855) 729-4222 |
WM |
jgroves@integratedadvisorsnetwork.com |
info@integratedadvisorsnetwork.com |
75 Malaga Cove Plaza, Suite 5 |
Palos Verdes Estates |
CA |
90274 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-groves-2a02ab23/ |
|
2.014 |
|
|
https://www.linkedin.com/company/integrated-advisors-network/ |
https://integratedadvisorsnetwork.com/ |
Integrated Advisors Network (IAN) is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. |
|
| Integrated Advisors Network, LLC |
Sharon |
Goldberg |
Chief Compliance Officer |
(855) 729-4222 |
WM |
sgoldberg@integratedadvisorsnetwork.com |
info@integratedadvisorsnetwork.com |
75 Malaga Cove Plaza, Suite 5 |
Palos Verdes Estates |
CA |
90274 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/integrated-advisors-network/ |
https://integratedadvisorsnetwork.com/ |
Integrated Advisors Network (IAN) is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. |
|
| Integrated Advisors Network, LLC |
Soth |
Chin |
Co-Chief Compliance Officer |
(855) 729-4222 |
WM |
schin@integratedadvisorsnetwork.com |
info@integratedadvisorsnetwork.com |
75 Malaga Cove Plaza, Suite 5 |
Palos Verdes Estates |
CA |
90274 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/integrated-advisors-network/ |
https://integratedadvisorsnetwork.com/ |
Integrated Advisors Network (IAN) is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. |
|
| Integrated Wealth Concepts |
Paul |
Sasganey |
CEO |
(781) 890-3045 |
WM |
info@IWCadvisory.com |
info@IWCadvisory.com |
300 Fifth Avenue, 3rd Floor |
Waltham |
MA |
02451 |
United States of America |
North America |
|
|
|
|
|
|
https://www.iwcadvisory.com/ |
IWC provides advisors with proven processes, state of the art technology and facilitates coordinated financial plans. We offer analysis, portfolio management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans.
IWC follows an “open architecture” model which allows our advisors the freedom to determine where they would like their clients’ assets to be held. Being independent means our advisors are free to recommend only those products and services that address their clients’ needs. |
|
| Integrated Wealth Concepts |
Rob |
Brown |
Chief Investment Officer |
(781) 890-3045 |
WM |
info@IWCadvisory.com |
info@IWCadvisory.com |
300 Fifth Avenue, 3rd Floor |
Waltham |
MA |
02451 |
United States of America |
North America |
|
|
|
|
|
|
https://www.iwcadvisory.com/ |
IWC provides advisors with proven processes, state of the art technology and facilitates coordinated financial plans. We offer analysis, portfolio management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans.
IWC follows an “open architecture” model which allows our advisors the freedom to determine where they would like their clients’ assets to be held. Being independent means our advisors are free to recommend only those products and services that address their clients’ needs. |
|
| Integrated Wealth Management |
Brent |
Pine |
Founder |
(480) 663-6000 |
WM |
bpine@iwmllc.com |
info@iwmllc.com |
4800 N. Scottsdale Road Suite 1900 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/brent-pine-4a4421a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/iwmllc/ |
https://iwmllc.com/ |
Integrated Wealth Management (IWM) provides you access to a highly skilled and experienced group of professionals who provide a collaborative approach in analyzing your goals, helping to define a vision for your future and creating the appropriate course of action to maximize your potential for success. |
|
| Integrated Wealth Management Group |
Dana |
Binsbachar |
President & Wealth Manager |
(772) 340-1200 |
WM |
dana@iwmgroup.com |
info@iwmgroup.com |
540 NW University Boulevard, Suite 101 |
Port St. Lucie |
FL |
34986 |
United States of America |
North America |
https://www.linkedin.com/in/dana-binsbachar-1ab263137/ |
Retirement, Investment, Estate, Insurance, Tax, Money, Lifestyle |
2.000 |
|
Chris Binsbachar, Executive Assistant, Chris@IWMGroup.com |
https://www.linkedin.com/company/iwmgroup/ |
https://www.iwmgroup.com/ |
Integrated Wealth Management Group is a full-service, highly tactical wealth management firm supported by a team of experienced advisors with the same mission: provide independent guidance for those preparing for life’s most important milestones. Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide that individuals, families, and business owners can rely on for objective recommendations and a value-based investment approach. Contact our office today to learn more about how client-centric financial planning can serve your unique financial needs. |
|
| Integrated Wealth Management Group |
Rosa |
Bonnet |
Director of Client Services |
(772) 340-1200 |
WM |
rosa@iwmgroup.com |
info@iwmgroup.com |
540 NW University Boulevard, Suite 101 |
Port St. Lucie |
FL |
34986 |
United States of America |
North America |
|
Retirement, Investment, Estate, Insurance, Tax, Money, Lifestyle |
2.000 |
|
|
https://www.linkedin.com/company/iwmgroup/ |
https://www.iwmgroup.com/ |
Integrated Wealth Management Group is a full-service, highly tactical wealth management firm supported by a team of experienced advisors with the same mission: provide independent guidance for those preparing for life’s most important milestones. Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide that individuals, families, and business owners can rely on for objective recommendations and a value-based investment approach. Contact our office today to learn more about how client-centric financial planning can serve your unique financial needs. |
|
| Integris Wealth Management |
Michael |
Leavy |
Senior Managing Director |
(831) 333-1717 |
WM |
mike@integriswealth.com |
info@integriswealth.com |
456 Washington Street |
Monterey |
CA |
93940 |
United States of America |
North America |
https://www.linkedin.com/in/michael-leavy-cfa-93659a5/ |
|
1.997 |
$250M |
|
https://www.linkedin.com/company/integris-wealth-management/ |
http://www.integriswealth.com/ |
Integrated Wealth Management Group is a full-service, highly tactical wealth management firm supported by a team of experienced advisors with the same mission: provide independent guidance for those preparing for life’s most important milestones. |
|
| Integritis Wealth Management Group - Morgan Stanley |
Gregg |
Gravenstine |
Senior Vice President, Financial Advisor |
(856) 222-4537 |
WM |
Gregg.W.Gravenstine@morganstanley.com |
|
330 Fellowship Rd., Suite 400 |
Mount Laurel |
NJ |
08054 |
United States of America |
North America |
https://www.linkedin.com/in/gregg-gravenstine-b7a1165/ |
|
|
|
|
|
https://advisor.morganstanley.com/integritis-wealth-management-group |
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| Integritis Wealth Management Group - Morgan Stanley |
James |
Draper |
Senior Vice President, Financial Advisor |
(856) 231-4812 |
WM |
James.Draper@morganstanley.com |
|
330 Fellowship Rd., Suite 400 |
Mount Laurel |
NJ |
08054 |
United States of America |
North America |
https://www.linkedin.com/in/james-draper-5195b445/ |
|
|
|
|
|
https://advisor.morganstanley.com/integritis-wealth-management-group |
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| Integritis Wealth Management Group - Morgan Stanley |
Robert |
Smith |
Vice President, Financial Advisor |
(856) 222-4596 |
WM |
Robert.C.Smith@morganstanley.com |
|
330 Fellowship Rd., Suite 400 |
Mount Laurel |
NJ |
08054 |
United States of America |
North America |
https://www.linkedin.com/in/robert-smith-66761176/ |
|
|
|
|
|
https://advisor.morganstanley.com/integritis-wealth-management-group |
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| Integritis Wealth Management Group - Morgan Stanley |
Nina |
Draper |
Business Developent Associate |
(856) 222-4523 |
WM |
nina.draper@morganstanley.com |
|
330 Fellowship Rd., Suite 400 |
Mount Laurel |
NJ |
08054 |
United States of America |
North America |
https://www.linkedin.com/in/nina-draper-88285124/ |
|
|
|
|
|
https://advisor.morganstanley.com/integritis-wealth-management-group |
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| Integrity Financial Group |
Ryan |
Coiner |
President & Financial Advisor |
(817) 484-4814 |
WM |
ryancoiner@ifgtx.com |
info@ifgtx.com |
5748 Boat Club Rd |
Fort Worth |
TX |
76179 |
United States of America |
North America |
https://www.linkedin.com/in/ryancoiner/ |
|
|
|
|
https://www.linkedin.com/company/integrity-financial-group-tx/ |
http://www.ifgtx.com/ |
Integrity Financial Group was founded with the goal of assisting our clients with a holistic approach to their financial lives. We provide comprehensive and personal service, that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. |
|
| Integrity Financial Group |
JD |
Hill |
Partner & Wealth Strategist |
(817) 484-4814 |
WM |
jdhill@ifgtx.com |
info@ifgtx.com |
5748 Boat Club Rd |
Fort Worth |
TX |
76179 |
United States of America |
North America |
https://www.linkedin.com/in/jdhill7/ |
|
|
|
|
https://www.linkedin.com/company/integrity-financial-group-tx/ |
http://www.ifgtx.com/ |
Integrity Financial Group was founded with the goal of assisting our clients with a holistic approach to their financial lives. We provide comprehensive and personal service, that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. |
|
| Integrity Financial Group |
Eric |
McMahan |
Financial Advisor |
(817) 484-4814 |
WM |
ericmcmahan@ifgtx.com |
info@ifgtx.com |
5748 Boat Club Rd |
Fort Worth |
TX |
76179 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/integrity-financial-group-tx/ |
http://www.ifgtx.com/ |
Integrity Financial Group was founded with the goal of assisting our clients with a holistic approach to their financial lives. We provide comprehensive and personal service, that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. |
|
| Integrity Financial Group |
Tara |
Dover |
Director of Recruiting |
(817) 484-4814 |
WM |
taradover@ifgtx.com |
info@ifgtx.com |
5748 Boat Club Rd |
Fort Worth |
TX |
76179 |
United States of America |
North America |
https://www.linkedin.com/in/tara-dover-a5b16815/ |
|
|
|
|
https://www.linkedin.com/company/integrity-financial-group-tx/ |
http://www.ifgtx.com/ |
Integrity Financial Group was founded with the goal of assisting our clients with a holistic approach to their financial lives. We provide comprehensive and personal service, that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. |
|
| Integrity Financial Group |
Troy |
Byrom |
Financial Advisor |
(817) 484-4814 |
WM |
troybyrom@ifgtx.com |
info@ifgtx.com |
5748 Boat Club Rd |
Fort Worth |
TX |
76179 |
United States of America |
North America |
https://www.linkedin.com/in/troybyrom/ |
|
|
|
|
https://www.linkedin.com/company/integrity-financial-group-tx/ |
http://www.ifgtx.com/ |
Integrity Financial Group was founded with the goal of assisting our clients with a holistic approach to their financial lives. We provide comprehensive and personal service, that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. |
|
| Integrity Financial Group |
Brayam |
Castillo |
Financial Services Professional |
(817) 484-4814 |
WM |
brayamcastillo@ifgtx.com |
info@ifgtx.com |
5748 Boat Club Rd |
Fort Worth |
TX |
76179 |
United States of America |
North America |
https://www.linkedin.com/in/brayam-castillo-84516b157/ |
|
|
|
|
https://www.linkedin.com/company/integrity-financial-group-tx/ |
http://www.ifgtx.com/ |
Integrity Financial Group was founded with the goal of assisting our clients with a holistic approach to their financial lives. We provide comprehensive and personal service, that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. |
|
| Integrity Wealth Management |
Ralph |
Adamo |
President & CEO |
(949) 955-1188 |
WM |
radamo@integrityiwm.com |
info@integrityiwm.com |
3991 MacArthur Boulevard Suite 215 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/ralph-adamo-79935a6/ |
|
|
|
|
|
https://www.integrityiwm.com/ |
Integrity Wealth Management provides each client with extraordinary services, delivered with the utmost integrity and professionalism. We have earned our reputation one relationship at a time through our dedication to the following fundamental principles:
*We constantly search for creative solutions
*We accept responsibility for our actions and our performance
*Compensation shall always be fair
*Your personal information is held in the strictest confidence
*Integrity is not just our name, it is the Standard |
|
| Integrum Wealth Management |
John |
Boyle |
Wealth Manager |
(877) 454-5448 |
WM |
jb@IntegrumWealthManagement.com |
jb@IntegrumWealthManagement.com |
3802 N 27th St. |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/johnhboyle/ |
|
2.017 |
|
|
https://www.linkedin.com/company/integrum-wealth-management/ |
https://www.integrumwealthmanagement.com/ |
Integrum Wealth Management operates as an advisory company based in Scottsdale, Arizona. Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path. |
|
| Intelligence Driven Advisers |
David |
Brasfield |
Managing Director |
(480) 998-2272 |
WM |
david.brasfield@idawealth.com |
info@idawealth.com |
14646 N Kierland Boulevard Ste 125 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/david-brasfield-854b804/ |
|
2.009 |
|
|
https://www.linkedin.com/company/idawealth/ |
https://www.idawealth.com/ |
IDA is a process-driven independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. |
|
| Intelligence Driven Advisers |
Jason |
Labrum |
Founder & President |
(480) 998-2995 |
WM |
jason.labrum@idawealth.com |
info@idawealth.com |
14646 N Kierland Boulevard Ste 125 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jasonlabrum/ |
|
2.009 |
|
|
https://www.linkedin.com/company/idawealth/ |
https://www.idawealth.com/ |
IDA is a process-driven independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. |
|
| Intelligence Driven Advisers |
Rick |
Labrum |
Founder & Director, Wealth Management |
(480) 998-2995 |
WM |
rick.labrum@idawealth.com |
info@idawealth.com |
14646 N Kierland Boulevard Ste 125 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/rick-labrum-14617769/ |
|
2.009 |
|
|
https://www.linkedin.com/company/idawealth/ |
https://www.idawealth.com/ |
IDA is a process-driven independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. |
|
| IntentGen Financial Partners |
Zachary |
Larson |
Founding Partner, Wealth Advisor |
Direct: (630) 821-6990 Ext. 102 |
WM |
zachary.larson@thrivent.com |
intentgenfinancialpartners@thrivent.com |
1460 Bond Street, Suite 120 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/zac-larson-08a2568/ |
|
2.018 |
$500M |
|
https://www.linkedin.com/company/intentgen/ |
https://www.intentgen.com/ |
At every turn, through every chapter - we can help you open doors and unlock your financial potential. We offer a wide range of personalized wealth management services and support. We often find many clients need a deeper level of planning due to complex financial situations, while others may need something more basic to help them get started. No matter your situation, having a clearly defined financial plan can help make living an intentional, generous life more attainable. That's why we offer a variety of partnership options. From basic to advanced, our three-tiered approach serves as a personalized road map for helping you achieve financial clarity. |
|
| IntentGen Financial Partners |
Corey |
Schmidt |
Founding Partner, Wealth Advisor |
(630) 821-6990 |
WM |
corey.schmidt@thrivent.com |
intentgenfinancialpartners@thrivent.com |
1460 Bond Street, Suite 120 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/corey-schmidt-cfp-chfc-6979063/ |
|
2.018 |
$500M |
|
https://www.linkedin.com/company/intentgen/ |
https://www.intentgen.com/ |
At every turn, through every chapter - we can help you open doors and unlock your financial potential. We offer a wide range of personalized wealth management services and support. We often find many clients need a deeper level of planning due to complex financial situations, while others may need something more basic to help them get started. No matter your situation, having a clearly defined financial plan can help make living an intentional, generous life more attainable. That's why we offer a variety of partnership options. From basic to advanced, our three-tiered approach serves as a personalized road map for helping you achieve financial clarity. |
|
| IntentGen Financial Partners |
Candy |
Egan |
Executive Coordinator |
(630) 821-6990 Ext. 107 |
WM |
candy.egan@thrivent.com |
intentgenfinancialpartners@thrivent.com |
1460 Bond Street, Suite 120 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/candy-egan-5184b546/ |
|
2.018 |
$500M |
|
https://www.linkedin.com/company/intentgen/ |
https://www.intentgen.com/ |
At every turn, through every chapter - we can help you open doors and unlock your financial potential. We offer a wide range of personalized wealth management services and support. We often find many clients need a deeper level of planning due to complex financial situations, while others may need something more basic to help them get started. No matter your situation, having a clearly defined financial plan can help make living an intentional, generous life more attainable. That's why we offer a variety of partnership options. From basic to advanced, our three-tiered approach serves as a personalized road map for helping you achieve financial clarity. |
|
| IntentGen Financial Partners |
Jacob |
Schatz |
Director of Financial Planning & Investment Operations, Advisor |
(630) 821-6990 Ext. 104 |
WM |
jacob.schatz@thrivent.com |
intentgenfinancialpartners@thrivent.com |
1460 Bond Street, Suite 120 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/jacob-schatz-cfp®-182a50b/ |
|
2.018 |
$500M |
|
https://www.linkedin.com/company/intentgen/ |
https://www.intentgen.com/ |
At every turn, through every chapter - we can help you open doors and unlock your financial potential. We offer a wide range of personalized wealth management services and support. We often find many clients need a deeper level of planning due to complex financial situations, while others may need something more basic to help them get started. No matter your situation, having a clearly defined financial plan can help make living an intentional, generous life more attainable. That's why we offer a variety of partnership options. From basic to advanced, our three-tiered approach serves as a personalized road map for helping you achieve financial clarity. |
|
| IntentGen Financial Partners |
Katie |
Jabeck |
Investment Analyst & Client Service Coordinator |
(630) 821-6990 Ext. 110 |
WM |
katie@intentgen.com |
intentgenfinancialpartners@thrivent.com |
1460 Bond Street, Suite 120 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/katie-jabeck-1335707/ |
|
2.018 |
$500M |
|
https://www.linkedin.com/company/intentgen/ |
https://www.intentgen.com/ |
At every turn, through every chapter - we can help you open doors and unlock your financial potential. We offer a wide range of personalized wealth management services and support. We often find many clients need a deeper level of planning due to complex financial situations, while others may need something more basic to help them get started. No matter your situation, having a clearly defined financial plan can help make living an intentional, generous life more attainable. That's why we offer a variety of partnership options. From basic to advanced, our three-tiered approach serves as a personalized road map for helping you achieve financial clarity. |
|
| Intermountain Wealth Management, Inc. |
Bryce |
Anderson |
President |
(208) 522-3344 |
WM |
banderson@intmtnwealthmgt.com |
|
101 Park Avenue, Suite 204 |
Idaho Falls |
ID |
83402 |
United States of America |
North America |
https://www.linkedin.com/in/bryce-anderson-15a44778/ |
|
2.008 |
$60M |
|
|
https://intermountainwealthmanagement.com/ |
Wealth Management provides exemplary financial services for clients from all walks of life. We know that financial planning can be an extremely stressful endeavor, and we are here to support our clients no matter where they are in their lives and careers. Working with a Registered Investment Advisor (RIA) eliminates many of these stresses and ensures that you are in experienced hands. A Registered Investment Advisor has a fiduciary duty to act in their clients’ best interests. |
|
| Intermountain Wealth Management, Inc. |
Maeleen |
Dugan |
Office Manager |
(208) 522-3344 |
WM |
mdugan@intmtnwealthmgt.com |
|
101 Park Avenue, Suite 204 |
Idaho Falls |
ID |
83402 |
United States of America |
North America |
https://www.linkedin.com/in/maeleen-dugan-23693293/ |
|
2.008 |
$60M |
|
|
https://intermountainwealthmanagement.com/ |
Wealth Management provides exemplary financial services for clients from all walks of life. We know that financial planning can be an extremely stressful endeavor, and we are here to support our clients no matter where they are in their lives and careers. Working with a Registered Investment Advisor (RIA) eliminates many of these stresses and ensures that you are in experienced hands. A Registered Investment Advisor has a fiduciary duty to act in their clients’ best interests. |
|
| International Capital Management Corporation |
Ralph |
Heffelman |
CEO and Chief Investment Officer |
(972) 810-3739 |
WM |
ralph@icmc.com |
ContactUs@icmc.com |
5999 Summerside Dr Suite 104 |
Dallas |
TX |
75252 |
United States of America |
North America |
https://www.linkedin.com/in/ralph-heffelman-4a9a171/ |
|
1.974 |
|
|
https://www.linkedin.com/company/icmc/ |
https://www.icmc.com/ |
For over 40 years, International Capital Management Corporation (ICMC) has provided sophisticated investment strategies and financial advisory services to a loyal client base comprising families, corporate executives and entrepreneurs. |
|
| International Capital Management Corporation |
MaryJane |
Adams |
VP, Chief Operating, Financial and Compliance Officer |
(972) 810-3739 |
WM |
maryjane@icmc.com |
ContactUs@icmc.com |
5999 Summerside Dr Suite 104 |
Dallas |
TX |
75252 |
United States of America |
North America |
https://www.linkedin.com/in/maryjane-adams-a7b33144/ |
|
1.974 |
|
|
https://www.linkedin.com/company/icmc/ |
https://www.icmc.com/ |
For over 40 years, International Capital Management Corporation (ICMC) has provided sophisticated investment strategies and financial advisory services to a loyal client base comprising families, corporate executives and entrepreneurs. |
|
| International Private Wealth Management, S.A |
Alberto |
Ceriani |
Member of the Board |
41 227 825 884 |
WM |
alberto.ceriani@gmail.com |
|
58, avenue de Vaudagne |
Geneva |
|
CH-1217 |
Switzerland |
Europe |
https://www.linkedin.com/in/giulio-alberto-ceriani-9496102/ |
Real Estate, International Preservation and Growth, Open-Architecture, Privacy and Outstanding Client Service |
2.004 |
|
|
|
http://www.ipwm.net/ |
International Private Wealth Management is a global Wealth Management and Financial company based in Geneva, offering multi family office service. |
|
| International Private Wealth Management, S.A |
Jairo |
Espinosa |
President & CEO |
41 227 825 884 |
WM |
jairo.espinosa@gmail.com |
|
58, avenue de Vaudagne |
Geneva |
|
CH-1217 |
Switzerland |
Europe |
https://www.linkedin.com/in/jaïro-espinosa-0676b6b/ |
Real Estate, International Preservation and Growth, Open-Architecture, Privacy and Outstanding Client Service |
2.004 |
|
|
|
http://www.ipwm.net/ |
International Private Wealth Management is a global Wealth Management and Financial company based in Geneva, offering multi family office service. |
|
| InterOcean Capital |
David |
Janczewski |
Partner |
(312) 648-1720 |
WM |
djanczewski@iofinance.com |
|
980 North Michigan Avenue Suite 1780 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/davidjanczewski/ |
|
2.005 |
|
|
https://www.linkedin.com/company/interocean-capital-llc/ |
https://iofinance.com/ |
InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois. InterOcean Capital provides portfolio management and investment consulting for institutions and individuals. |
|
| InterWealth Management LLC |
Denis |
Ryan |
Managing Director |
Direct: (480) 397-2691; Cell: (602) 799-0937 |
WM |
denisryan@interwealthmanagement.com |
info@interwealthmanagement.com |
8585 E Hartford Dr., Suite 108 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/denis-ryan-51250419/ |
|
|
$127M |
|
|
https://interwealthmanagement.com/ |
Interwealth Management operates as an advisory company located in Scottsdale, Arizona. We take a hands on approach to our advisory client relationships. We believe that frequent review meetings are the best method of keeping clients engaged in the investing process. We examine investment performance, track clients progress towards their goals, and discuss current economic events. Establishing a new client relationship is not simply a transaction. It is the beginning of an ongoing process of reaching that client’s financial goals. We want to make you a client for life. |
|
| InterWealth Management LLC |
Whitney |
Hodgeson |
Relationship Manager |
Direct: (480) 397-2692
Cell: (602) 510-3547 |
WM |
whitney@interwealthmanagement.com |
info@interwealthmanagement.com |
8585 E Hartford Dr., Suite 108 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
|
|
|
$127M |
|
|
https://interwealthmanagement.com/ |
Interwealth Management operates as an advisory company located in Scottsdale, Arizona. We take a hands on approach to our advisory client relationships. We believe that frequent review meetings are the best method of keeping clients engaged in the investing process. We examine investment performance, track clients progress towards their goals, and discuss current economic events. Establishing a new client relationship is not simply a transaction. It is the beginning of an ongoing process of reaching that client’s financial goals. We want to make you a client for life. |
|
| InterWealth Management LLC |
Garrett |
Ryan |
Financial Advisor |
Direct: (480) 397-2690
Cell: (602) 799-0382 |
WM |
garrett@interwealthmanagement.com |
info@interwealthmanagement.com |
8585 E Hartford Dr., Suite 108 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/garrett-ryan-3b2b34127/ |
|
|
$127M |
|
|
https://interwealthmanagement.com/ |
Interwealth Management operates as an advisory company located in Scottsdale, Arizona. We take a hands on approach to our advisory client relationships. We believe that frequent review meetings are the best method of keeping clients engaged in the investing process. We examine investment performance, track clients progress towards their goals, and discuss current economic events. Establishing a new client relationship is not simply a transaction. It is the beginning of an ongoing process of reaching that client’s financial goals. We want to make you a client for life. |
|
| InterWealth Management LLC |
Ian |
Kothe-Flescher |
Financial Advisor |
Direct: (602) 820-6667 |
WM |
Ian@InterWealthManagement.com |
info@interwealthmanagement.com |
8585 E Hartford Dr., Suite 108 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/ian-kothe-flescher-08873a11b/ |
|
|
$127M |
arizonastatealum@aol.com |
|
https://interwealthmanagement.com/ |
Interwealth Management operates as an advisory company located in Scottsdale, Arizona. We take a hands on approach to our advisory client relationships. We believe that frequent review meetings are the best method of keeping clients engaged in the investing process. We examine investment performance, track clients progress towards their goals, and discuss current economic events. Establishing a new client relationship is not simply a transaction. It is the beginning of an ongoing process of reaching that client’s financial goals. We want to make you a client for life. |
|
| Inva Capital Wealth Management |
Luiz Augusto |
Pacheco |
Partner |
(305) 224-8834 |
WM |
luiz.pacheco@invacapital.com |
info@invacapital.com |
2875 191 Street, PH 3 |
Miami |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/luizpacheco/ |
|
2.004 |
$21M |
|
https://www.linkedin.com/company/inva-capital/ |
https://inva.capital/ |
Inva Capital is an investment boutique focused on adding real value to client projects, identifying opportunities and helping them to meet their strategic and financial objectives. |
|
| Inva Capital Wealth Management |
Raphael |
Cordeiro |
Partner |
(305) 224-8834 |
WM |
raphael.cordeiro@invacapital.com.br |
info@invacapital.com |
2875 191 Street, PH 3 |
Miami |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/raphael-cordeiro-03252714/ |
|
2.004 |
$21M |
|
https://www.linkedin.com/company/inva-capital/ |
https://inva.capital/ |
Inva Capital is an investment boutique focused on adding real value to client projects, identifying opportunities and helping them to meet their strategic and financial objectives. |
|
| Inverness Counsel, LLC |
Richard |
Chesterton |
Chief Investment Officer and Chair of the Investment Committee |
(212) 207-2122 |
WM |
rchesterton@invernesscounsel.com |
|
845 Third Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/richard-chesterton-cfa-b535407/ |
|
1.967 |
$2,611 million |
|
https://www.linkedin.com/company/inverness-counsel-llc |
http://invernesscounsel.com/ |
Founded in 1967, Inverness Counsel, LLC is a privately-owned investment counsel firm registered with the SEC.
As investment counselors, we provide continuous advice to our clients to meet both their short-term and long-term goals. We recognize that each client is different and has an individual set of expectations. For some clients, success may be measured by investment returns. For others, success may mean preserving assets for future generations. In addition to working with high net worth individuals, families and trusts, Inverness has a long history of working with pension funds, endowments and foundations. |
|
| Inverness Counsel, LLC |
Timothy |
Ghriskey |
Chief Investment Officer |
(212) 207-2111 |
WM |
tghriskey@invernesscounsel.com |
|
845 Third Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/tim-ghriskey-02a59012/ |
|
1.967 |
$2,611 million |
|
https://www.linkedin.com/company/inverness-counsel-llc |
http://invernesscounsel.com/ |
Founded in 1967, Inverness Counsel, LLC is a privately-owned investment counsel firm registered with the SEC.
As investment counselors, we provide continuous advice to our clients to meet both their short-term and long-term goals. We recognize that each client is different and has an individual set of expectations. For some clients, success may be measured by investment returns. For others, success may mean preserving assets for future generations. In addition to working with high net worth individuals, families and trusts, Inverness has a long history of working with pension funds, endowments and foundations. |
|
| Investment Advisory Professionals, LLC |
Arthur |
Canter |
President |
(561) 391-4477 |
WM |
art@iapllc.com |
|
400 S Dixie Hwy Suite 322 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/arthur-j-art-canter-cpa-pfs-cfp®-888a9ab/ |
|
1.998 |
$177,000,000 |
|
https://www.linkedin.com/company/investment-advisory-professionals-llc/about/ |
http://www.iapllc.com |
We are an independent fee-only SEC registered investment advisory firm owned and operated by CPAs.
We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning. |
|
| Investment Advisory Professionals, LLC |
Mark |
Miclean |
VP |
(561) 391-4477 |
WM |
mdmcpa@bellsouth.net |
|
400 S Dixie Hwy Suite 322 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
|
|
1.998 |
$177,000,000 |
|
https://www.linkedin.com/company/investment-advisory-professionals-llc/about/ |
http://www.iapllc.com |
We are an independent fee-only SEC registered investment advisory firm owned and operated by CPAs.
We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning. |
|
| Investment Management & Planning, LLC |
Howard |
Richardson |
Founding Partner and President |
(302) 654-5449 |
WM |
howard.richardson@imandp.com |
info@imandp.com |
20 Montchanin Road, Suite 270 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/howard-richardson-b20a193/ |
|
1.997 |
|
HR@imandp.com |
|
https://www.imandp.com/ |
Investment Management and Planning provides comprehensive fee-based financial planning and wealth management services to corporate executives, physicians, business owners and affluent retirees. Our Mission is to provide each client with the knowledge, assistance, and superior service to pursue their financial and life goals through an individualized and comprehensive financial planning process. |
|
| Investor Solutions Inc |
Richard |
Feldman |
Managing Partner/Senior Financial Advisor |
(305) 443-3339 |
WM |
richard@investorsolutions.com |
info@investorsolutions.com |
2665 S. Bayshore Dr. STE. 230 |
Miami |
FL |
33133 |
United States of America |
North America |
https://www.linkedin.com/in/richard-feldman-6a008a20/ |
|
1.993 |
$753 million |
|
https://www.linkedin.com/company/investor-solutions-inc./ |
https://investorsolutions.com/ |
Investor Solutions is a fee-only registered investment advisor, allowing us the freedom to focus on what is right for each and every one of our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives, risk tolerance and time horizon. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance to attain the highest probability of success. Our mission has always been you and your success, with all of our efforts concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our highly qualified advisors provide you with objective, leading-edge professional investment advice and management services with low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move. |
|
| Investor Solutions Inc |
Frank |
Armstrong |
CEO & Founder |
(305) 443-3339 |
WM |
frank@investorsolutions.com |
info@investorsolutions.com |
2665 S. Bayshore Dr. STE. 230 |
Miami |
FL |
33133 |
United States of America |
North America |
https://www.linkedin.com/in/frankarmstrongiii/ |
|
1.993 |
$753 million |
|
https://www.linkedin.com/company/investor-solutions-inc./ |
https://investorsolutions.com/ |
Investor Solutions is a fee-only registered investment advisor, allowing us the freedom to focus on what is right for each and every one of our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives, risk tolerance and time horizon. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance to attain the highest probability of success. Our mission has always been you and your success, with all of our efforts concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our highly qualified advisors provide you with objective, leading-edge professional investment advice and management services with low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move. |
|
| Investor Solutions Inc |
David |
Seiglie |
Operations Manager & Chief Compliance Officer |
(305) 443-3339 |
WM |
david@investorsolutions.com |
info@investorsolutions.com |
2665 S. Bayshore Dr. STE. 230 |
Miami |
FL |
33133 |
United States of America |
North America |
https://www.linkedin.com/in/david-seiglie-00a36355/ |
|
1.993 |
$753 million |
|
https://www.linkedin.com/company/investor-solutions-inc./ |
https://investorsolutions.com/ |
Investor Solutions is a fee-only registered investment advisor, allowing us the freedom to focus on what is right for each and every one of our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives, risk tolerance and time horizon. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance to attain the highest probability of success. Our mission has always been you and your success, with all of our efforts concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our highly qualified advisors provide you with objective, leading-edge professional investment advice and management services with low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move. |
|
| IPI Asset Management Inc. |
Christopher |
Mackenzie |
Partner & Advisor |
(217) 228-4433 |
WM |
cmackenzie@investment-planners.com |
quincy@investment-planners.com |
226 W. Eldorado St. |
Decatur |
IL |
62522 |
United States of America |
North America |
https://www.linkedin.com/in/chris-mackenzie-31b0b9a/ |
|
1.987 |
$350M |
|
https://www.linkedin.com/company/investment-planners/ |
https://www.ipiquincy.com/ |
At IPI, we offer sophisticated solutions to meet the needs of our clients. We advise many clients on estate issues, building funds for education, and providing for retirement through the use of investment vehicles, such as managed money, mutual funds, alternative investments, stocks, and bonds. We use these tools to address issues specific to the individual client, including long-term planning, sensitivity to taxes and investment volatility. |
|
| IPI Asset Management Inc. |
John |
Lavery |
Partner & Advisor |
(217) 228-4433 |
WM |
jlavery@investment-planners.com |
quincy@investment-planners.com |
226 W. Eldorado St. |
Decatur |
IL |
62522 |
United States of America |
North America |
https://www.linkedin.com/in/john-lavery-77760576/ |
|
1.987 |
$350M |
|
https://www.linkedin.com/company/investment-planners/ |
https://www.ipiquincy.com/ |
At IPI, we offer sophisticated solutions to meet the needs of our clients. We advise many clients on estate issues, building funds for education, and providing for retirement through the use of investment vehicles, such as managed money, mutual funds, alternative investments, stocks, and bonds. We use these tools to address issues specific to the individual client, including long-term planning, sensitivity to taxes and investment volatility. |
|
| IPP Financial Advisers Pte Ltd |
Shelton |
Chellappah |
Chief Executive Officer |
65 6511 8888 |
WM |
shelton@ippfa.com |
|
78 Shenton Way #30-01 |
Singapore |
|
079120 |
Singapore |
Asia |
https://www.linkedin.com/in/shelton-chellappah-b2062932/ |
|
1.983 |
|
|
https://www.linkedin.com/company/ippfa/ |
https://www.ippfa.com/ |
At IPP Financial Advisers, we are client focused, providing tailored financial advice to help you achieve your financial goals. Our proven methodologies in financial planning have seen many clients enjoy confidence, composure and financial success. We are a licensed financial advisory firm founded in Singapore, primarily serving high net worth and high income clients. IPPFA specialises in financial planning / wealth planning, investments and insurance, which inexhaustibly includes retirement planning, legacy planning, business continuation planning, employee benefit planning, global funds, global property funds, alternative investments, life and health insurance, key owner/executive insurance, long-term care and comprehensive financial planning. |
|
| IQ Wealth Management |
Steve |
Jurich |
Founder, Retirement Strategist / Wealth Manager |
(480) 902-3333 |
WM |
Steve@IQWealth.com |
|
7702 E Doubletree Ranch Road, Suite 300 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/steve-jurich-a1a209113/ |
|
1.996 |
|
|
|
https://iqwealthmanagement.com/ |
IQ Wealth Management in Scottsdale, Arizona, a registered investment advisor. At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do–and a timeline for getting it done–your financial plan is more clear and realistic. |
|
| IQ Wealth Management |
Barbara |
Jurich |
Office Administration |
(480) 902-3333 |
WM |
Barb@IQWealthManagement.com |
|
7702 E Doubletree Ranch Road, Suite 300 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
|
|
1.996 |
|
|
|
https://iqwealthmanagement.com/ |
IQ Wealth Management in Scottsdale, Arizona, a registered investment advisor. At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do–and a timeline for getting it done–your financial plan is more clear and realistic. |
|
| Iron Capital Advisors |
Charles |
Osborne |
CoFounder and Managing Director |
(800) 417-3804 |
WM |
chuck.osborne@ironcapitaladvisors.com |
|
3355 Lenox Road Suite 925 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-osborne-27b7201/ |
|
2.003 |
$3,093 million |
|
https://www.linkedin.com/company/iron-capital-advisors-inc-/?trk=public_profile_position_image&originalSubdomain=uk |
http://ironcapitaladvisors.com |
Iron Capital Advisors provides independent, customized investment counsel to institutional, corporate and individual clients nationwide. In an industry rife with conflicts of interest, we are a privately owned, fee-only firm focused exclusively on providing objective, exceptional advice and service to our clients. |
|
| Iron Capital Advisors |
Michael |
Smith |
Director of Research |
(800) 417-3804 |
WM |
michael.smith@ironcapitaladvisors.com |
|
3355 Lenox Road Suite 925 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/michael-d-smith-a8828620/ |
|
2.003 |
$3,093 million |
|
https://www.linkedin.com/company/iron-capital-advisors-inc-/?trk=public_profile_position_image&originalSubdomain=uk |
http://ironcapitaladvisors.com |
Iron Capital Advisors provides independent, customized investment counsel to institutional, corporate and individual clients nationwide. In an industry rife with conflicts of interest, we are a privately owned, fee-only firm focused exclusively on providing objective, exceptional advice and service to our clients. |
|
| Iron Capital Advisors |
Virginia |
Frost Osborne |
Communications Director |
(800) 417-3804 |
WM |
frost.osborne@ironcapitaladvisors.com |
|
3355 Lenox Road Suite 925 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/virginiafrostosborne/ |
|
2.003 |
$3,093 million |
|
https://www.linkedin.com/company/iron-capital-advisors-inc-/?trk=public_profile_position_image&originalSubdomain=uk |
http://ironcapitaladvisors.com |
Iron Capital Advisors provides independent, customized investment counsel to institutional, corporate and individual clients nationwide. In an industry rife with conflicts of interest, we are a privately owned, fee-only firm focused exclusively on providing objective, exceptional advice and service to our clients. |
|
| Iron Hill Wealth Management |
Michael |
Lazari Karapetian |
President / CIO |
(818) 264-0611 |
WM |
Service@ironhillwealth.com |
Service@ironhillwealth.com |
300 W. Glenoaks Blvd., Suite 202 |
Glendale |
CA |
91202 |
United States of America |
North America |
https://www.linkedin.com/in/michael-lazari-karapetian-16955272/ |
|
|
|
|
|
https://www.ironhillwealth.com/ |
Iron Hill Wealth Management is built on a solid foundation of excellent service and in-depth market knowledge. We use a Contrarian Value Strategy with a large emphasis on dividend and interest income. We achieve this strategy through stocks, bonds, mutual funds, exchange traded funds, and options. Our focus is on undervalued companies that have strong fundamentals, low price-to-earnings, and above market dividends. Dividends and interest income perform as defensive characteristics for a portfolio during down markets, providing a measure of safety during economic uncertainty. Through our strategy and specialty of investments, we are able to customize effective investment portfolios to help our clients achieve their financial goals. |
|
| IronRidge Wealth Management |
Brian |
Stickney |
Principal |
(770) 635-1925 |
WM |
info@ironridgewealth.com |
info@ironridgewealth.com |
100 Galleria Parkway, Suite 1130 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/brian-stickney-41244614/ |
|
|
$112 million |
|
|
http://www.ironridgewealth.com |
As a wealth management firm, we specifically focus on your entire financial picture, with the goal of building, protecting, and preserving your wealth for you and for future generations. The firm specializes in low and moderate risk portfolios of individually-selected securities designed to produce and grow income. We understand you cannot spend nor can your heirs or charities inherit appreciation that doesn’t materialize. |
|
| Ironwood Investment Counsel |
Paul |
Alston |
Partner |
(480) 609-4700 |
WM |
palston@ironwoodic.com |
info@ironwoodic.com |
14646 N. Kierland Blvd., Suite135 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/paul-alston-437b9014/ |
|
2.001 |
|
|
|
http://ironwoodic.com/ |
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale,Arizona. The firm is dedicated to helping successful individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. |
|
| Ironwood Investment Counsel |
Jeffrey |
Shiffra |
Partner |
(480) 609-4700 |
WM |
jshiffra@ironwoodic.com |
info@ironwoodic.com |
14646 N. Kierland Blvd., Suite135 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-shiffra-cfa-cpa-6722684/ |
|
2.001 |
|
|
|
http://ironwoodic.com/ |
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale,Arizona. The firm is dedicated to helping successful individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. |
|
| Ironwood Wealth Management LLC |
Cean |
Kenefick-Rogers |
CEO and Founding Partner |
(480) 776-5960 |
WM |
crogers@ironwoodwm.com |
info@ironwoodwm.com |
4650 E. Cotton Center Boulevard Suite 130 |
Phoenix |
AZ |
85040 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/ironwood-financial/ |
https://www.ironwoodwm.com/ |
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. |
|
| Ironwood Wealth Management LLC |
Alexander |
Marek |
Senior Wealth Advisor & Founding Partner |
(480) 776-5960 |
WM |
amarek@ironwoodwm.com |
info@ironwoodwm.com |
4650 E. Cotton Center Boulevard Suite 130 |
Phoenix |
AZ |
85040 |
United States of America |
North America |
https://www.linkedin.com/in/alex-marek-87280467/ |
|
2.006 |
|
|
https://www.linkedin.com/company/ironwood-financial/ |
https://www.ironwoodwm.com/ |
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. |
|
| Ironwood Wealth Management LLC |
Rydan |
Case |
Senior Wealth Advisor & Founding Partner |
(949) 424-6131 |
WM |
rcase@ironwoodwm.com |
info@ironwoodwm.com |
4650 E. Cotton Center Boulevard Suite 130 |
Phoenix |
AZ |
85040 |
United States of America |
North America |
https://www.linkedin.com/in/rydan-d-case-cfp®-chfc®-a50b753/ |
|
2.006 |
|
|
https://www.linkedin.com/company/ironwood-financial/ |
https://www.ironwoodwm.com/ |
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. |
|
| ISC Group, Inc. |
Scott |
Hayes |
President and CEO |
(800) 888-3520 |
WM |
shayes@iscgroup.com |
isc_update@iscgroup.com |
3500 Oak Lawn Avenue, Suite 400 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/scott-hayes-5b6b271/ |
|
1.987 |
|
|
https://www.linkedin.com/company/isc-group-inc./ |
https://www.iscgroup.com/ |
At ISC Group, we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. |
|
| ISC Group, Inc. |
Corby |
Hankins |
SVP |
(800) 888-3520 |
WM |
chankins@iscgroup.com |
isc_update@iscgroup.com |
3500 Oak Lawn Avenue, Suite 400 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/jack-c-hankins-corby-aa38764/ |
|
1.987 |
|
|
https://www.linkedin.com/company/isc-group-inc./ |
https://www.iscgroup.com/ |
At ISC Group, we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. |
|
| ISC Group, Inc. |
Kathryn |
Hunteman |
Regional Vice President |
(800) 888-3520 |
WM |
khunteman@iscgroup.com |
isc_update@iscgroup.com |
3500 Oak Lawn Avenue, Suite 400 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/hunteman/ |
|
1.987 |
|
|
https://www.linkedin.com/company/isc-group-inc./ |
https://www.iscgroup.com/ |
At ISC Group, we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. |
|
| ISC Group, Inc. |
Mannix |
Smith |
Vice President |
Direct: (214) 520-3203, Mobile: (214) 293-3571 |
WM |
msmith@iscgroup.com |
isc_update@iscgroup.com |
3500 Oak Lawn Avenue, Suite 400 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/mannix-o-smith-5802b728/ |
|
1.987 |
|
|
https://www.linkedin.com/company/isc-group-inc./ |
https://www.iscgroup.com/ |
At ISC Group, we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. |
|
| ISC Group, Inc. |
Andreya |
Weadon |
Director of Operations |
(800) 888-3520 |
WM |
aweadon@iscgroup.com |
isc_update@iscgroup.com |
3500 Oak Lawn Avenue, Suite 400 |
Dallas |
TX |
75219 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/isc-group-inc./ |
https://www.iscgroup.com/ |
At ISC Group, we can help you develop strategies to grow and protect your wealth so that you can live life on your terms. Our advisors are passionate about helping you navigate the complexities of the financial world. From individual investors to entrepreneurs and non-profits, our services are carefully designed for your success.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. |
|
| J Singleton Financial |
Judith |
Singleton |
Presidet & CEO |
(307) 732-6652 |
WM |
Judith.Singleton@RaymondJames.com |
|
170 E Broadway, Suite 100D, P.O. Box 508 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/judithsingleton/ |
|
1.994 |
|
|
|
https://jsingletonfinancial.com/ |
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1st SM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships. |
|
| J Singleton Financial |
Hadyn |
Peery |
Financial Advisor |
(307) 732-6652 |
WM |
Hadyn.Peery@RaymondJames.com |
|
170 E Broadway, Suite 100D, P.O. Box 508 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/hadyn-peery-cfp®-15049417/ |
|
1.994 |
|
|
|
https://jsingletonfinancial.com/ |
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1st SM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships. |
|
| J Singleton Financial |
Melanie |
Hall |
Registered Client Associate |
(307) 732-6652 |
WM |
Melanie.Hall@RaymondJames.com |
|
170 E Broadway, Suite 100D, P.O. Box 508 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/melanie-h-7846b1112/ |
|
1.994 |
|
|
|
https://jsingletonfinancial.com/ |
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1st SM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships. |
|
| J Steakley Wealth Management |
John |
Steakley Jr |
Financial Advisor |
(239) 565-9897 |
WM |
john@jsteakleywealth.com |
info@jsteakleywealth.com |
12995 S. Cleveland Avenue Pine Brook, Suites #6 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/john-steakley-232357b/ |
|
2.012 |
|
|
|
http://jsteakleywealth.com/ |
JSWM will exercise its best efforts to act in good faith and in the best interests of our clients. We will provide written disclosure to our clients prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence. We do not receive any compensation or other remuneration that is contingent on any of our client’s purchase or sale of a financial product. We do not receive a referral fee or other compensation from another party based on the referral of our client or our client’s business. |
|
| J Zechner Associates |
John |
Zechner |
Chairman, Lead Equit Manager |
(416) 867-8993 |
WM |
jzechner@jzechner.com |
info@jzechner.com |
130 Adelaide St. West, Suite 1701
P.O. Box 10 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/john-zechner-340b5365/ |
|
1.993 |
$1.7 billion |
|
https://www.linkedin.com/company/j-zechner-associates-inc-/ |
https://jzechner.com/ |
J Zechner Associates is an independent firm owned by its employee-partners. We actively manage over $2 billion in assets and have been growing since 1993. We've hand-picked exceptional individuals who - like our clients - are here to stay. We combine a singular level of personalized service, and an award-winning approach to asset management. We are disciplined, top-down, active managers focused on three investment strategies: Canadian Equity, Canadian Fixed Income, and Balanced. Our clients are families, institutions, pension funds and we even provide our distinct portfolio management for other mutual fund companies. |
|
| J Zechner Associates |
Jeff |
Herold |
CEO, Lead Fixed Income Manager |
(416) 867-8945 |
WM |
jherold@jzechner.com |
info@jzechner.com |
130 Adelaide St. West, Suite 1701
P.O. Box 10 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/jeffrey-herold-9285648/ |
|
1.993 |
$1.7 billion |
|
https://www.linkedin.com/company/j-zechner-associates-inc-/ |
https://jzechner.com/ |
J Zechner Associates is an independent firm owned by its employee-partners. We actively manage over $2 billion in assets and have been growing since 1993. We've hand-picked exceptional individuals who - like our clients - are here to stay. We combine a singular level of personalized service, and an award-winning approach to asset management. We are disciplined, top-down, active managers focused on three investment strategies: Canadian Equity, Canadian Fixed Income, and Balanced. Our clients are families, institutions, pension funds and we even provide our distinct portfolio management for other mutual fund companies. |
|
| J Zechner Associates |
David |
Cohen |
President |
(416) 867-8949 |
WM |
dcohen@jzechner.com |
info@jzechner.com |
130 Adelaide St. West, Suite 1701
P.O. Box 10 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/david-cohen-b125758/ |
|
1.993 |
$1.7 billion |
|
https://www.linkedin.com/company/j-zechner-associates-inc-/ |
https://jzechner.com/ |
J Zechner Associates is an independent firm owned by its employee-partners. We actively manage over $2 billion in assets and have been growing since 1993. We've hand-picked exceptional individuals who - like our clients - are here to stay. We combine a singular level of personalized service, and an award-winning approach to asset management. We are disciplined, top-down, active managers focused on three investment strategies: Canadian Equity, Canadian Fixed Income, and Balanced. Our clients are families, institutions, pension funds and we even provide our distinct portfolio management for other mutual fund companies. |
|
| J. Safra Sarasin Bank |
Daniel |
Belfer |
CEO |
41 (0)58 317 44 44 |
WM |
daniel.belfer@jsafrasarasin.com |
|
Elisabethenstrasse 62, Postfach |
Basel-Stadt |
CH |
8022 |
Switzerland |
Europe |
|
|
1.841 |
|
|
https://www.linkedin.com/company/bank-j-safra |
https://www.jsafrasarasin.ch/ |
Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. |
|
| J. Safra Sarasin Bank |
Francois |
Andriot |
Head of Institutional Clients and Wholesale |
41 (0)58 317 44 44 |
WM |
Francois.Andriot@jsafrasarasin.com |
|
Elisabethenstrasse 62, Postfach |
Basel-Stadt |
CH |
8022 |
Switzerland |
Europe |
|
|
1.841 |
|
|
https://www.linkedin.com/company/bank-j-safra |
https://www.jsafrasarasin.ch/ |
Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. |
|
| J. Safra Sarasin Bank |
Stephane |
Astruc |
General Counsel |
41 (0)58 317 44 44 |
WM |
stephane.astruc@jsafrasarasin.com |
|
Elisabethenstrasse 62, Postfach |
Basel-Stadt |
CH |
8022 |
Switzerland |
Europe |
https://www.linkedin.com/in/stephane-astruc-a1451220/ |
|
1.841 |
|
|
https://www.linkedin.com/company/bank-j-safra |
https://www.jsafrasarasin.ch/ |
Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. |
|
| J. V. Bruni and Company |
Jerry |
Bruni |
President |
(719) 575-9880 |
WM |
jbruni@jvbruni.com |
|
1528 North Tejon Street |
Colorado Springs |
CO |
80907 |
United States of America |
North America |
|
|
1.992 |
$900M |
|
|
https://www.jvbruni.com/ |
J. V. Bruni and Company is an investment management firm registered with the Securities and Exchange Commission. The firm was founded in Colorado Springs in 1992 and has clients not only in Colorado, but in 37 other states as of December 2019. We provide discretionary personalized money management services on a fee-only basis for individuals, retirement plans, trusts, corporations and nonprofit organizations. |
|
| J. V. Bruni and Company |
John |
Brock |
Vice President |
(719) 575-9880 |
WM |
jbrock@jvbruni.com |
|
1528 North Tejon Street |
Colorado Springs |
CO |
80907 |
United States of America |
North America |
https://www.linkedin.com/in/john-brock-a6255a37/ |
|
1.992 |
$900M |
|
|
https://www.jvbruni.com/ |
J. V. Bruni and Company is an investment management firm registered with the Securities and Exchange Commission. The firm was founded in Colorado Springs in 1992 and has clients not only in Colorado, but in 37 other states as of December 2019. We provide discretionary personalized money management services on a fee-only basis for individuals, retirement plans, trusts, corporations and nonprofit organizations. |
|
| J.C. Hood Investment Counsel Inc. |
John |
Hood |
President & Portfolio Manager |
(905) 492-4444 |
WM |
jchood@rogers.com |
info@jchood.com |
505 Bella Vista Drive |
Pickering |
ON |
L1W 2A7 |
Canada |
North America |
https://www.linkedin.com/in/john-hood-3b90b795/ |
|
2.000 |
|
|
|
http://www.jchood.com/ |
Since Sept.2000, we have brought Private Wealth Management services to the mid-range as well as to the high net worth investor .Most client portfolios including both RRSP and non-registered assets are between $300,000 to $3,000,000 with about $700,000 as the median account size. |
|
| J.K. Financial Inc. |
John |
Kvale |
Founder |
(214) 706-4300 |
WM |
john@jkfinancialinc.com |
|
8222 Douglas Ave # 590 |
Dallas |
TX |
75225 |
United States of America |
North America |
|
|
1.995 |
|
|
https://www.linkedin.com/company/j.k.-financial-inc./ |
https://www.jkfinancialinc.com/ |
Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETF’s, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more. The firm acts as a fiduciary for clients and manages funds on a discretionary basis. |
|
| J.K. Financial Inc. |
Donald |
Capone, III |
Portfolio Manager |
(214) 706-4300 |
WM |
donald@jkfinancialinc.com |
|
8222 Douglas Ave # 590 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/donald-capone-cfa-a9a7304/ |
|
1.995 |
|
|
https://www.linkedin.com/company/j.k.-financial-inc./ |
https://www.jkfinancialinc.com/ |
Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETF’s, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more. The firm acts as a fiduciary for clients and manages funds on a discretionary basis. |
|
| J.P. Morgan Private Bank |
Natacha |
Minniti |
Head of Private Business Owners Group |
(212) 464-1909 |
WM |
natacha.minniti@jpmorgan.com |
|
270 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/natacha-minniti-98689b16/ |
|
1.799 |
$661 billion |
|
https://www.linkedin.com/company/jpmorgan/ |
https://am.jpmorgan.com/private-bank/public/gl/en/global-offices-us-new-york-ny |
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first. |
|
| J4 Financial Group LLC |
John |
Mitchell |
President |
(312) 242-6008 |
WM |
jmitchell@mvtinvest.com |
info@mvtinvest.com |
70 West Madison, Suite 3940 |
Chicago |
IL |
60602 |
United States of America |
North America |
|
|
|
$483M |
|
|
http://j4financial.com/ |
J4 Financial Group operates within the financial industry. The Group is based out of Chicago, Illinois. |
|
| J4 Financial Group LLC |
William |
Yocius Jr |
CEO |
(312) 242-6008 |
WM |
byocius@mvtinvest.com |
info@mvtinvest.com |
70 West Madison, Suite 3940 |
Chicago |
IL |
60602 |
United States of America |
North America |
|
|
|
$483M |
|
|
http://j4financial.com/ |
J4 Financial Group operates within the financial industry. The Group is based out of Chicago, Illinois. |
|
| J4 Financial Group LLC |
Emily |
Agosto |
CFO |
(312) 242-6008 |
WM |
eagosto@mvtinvest.com |
info@mvtinvest.com |
70 West Madison, Suite 3940 |
Chicago |
IL |
60602 |
United States of America |
North America |
|
|
|
$483M |
|
|
http://j4financial.com/ |
J4 Financial Group operates within the financial industry. The Group is based out of Chicago, Illinois. |
|
| Jackson Financial Group |
Terri |
Jackson |
Founder & CEO |
(850) 222-4014 |
WM |
terri.jackson@lpl.com |
|
511 Beverly Street |
Tallahassee |
FL |
32301 |
United States of America |
North America |
https://www.linkedin.com/in/jacksonfinancialplanning/ |
|
|
$100M |
|
|
http://www.jacksonfinancialplanning.com/ |
The goal at Jackson Financial Group is to take the mystery out of wealth management. We want to help you understand how to manage risk, prepare for retirement, and preserve your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship. We are proud to be an integral part of the lives of so many families, and are grateful for their trust and friendship. |
|
| Jackson Roskelley Wealth Advisors |
Jared |
Roskelley |
President & Director of Financial Planning |
(480) 609-1055 |
WM |
jared@JFAWealth.com |
Info@JFAWealth.com |
9590 E Ironwood Square Drive, Suite 110 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/jaredroskelleycfp/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jackson-financial-advisors-inc-/ |
https://www.jfawealth.com/ |
Jackson/Roskelley Wealth Advisors, Inc. is a comprehensive financial advisory practice. Unlike a broker, insurance dealer or any financial specialists, we keep an eye on the whole picture, helping you balance the investment, insurance, estate, tax, and retirement planning decisions that are critical to creating the future you want. |
|
| Jackson Roskelley Wealth Advisors |
Debra |
Settle Brough |
Financial Advisor |
(480) 609-1055 |
WM |
debra@JFAWealth.com |
Info@JFAWealth.com |
9590 E Ironwood Square Drive, Suite 110 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/debra-settle-brough-crpc-8aaa9b68/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jackson-financial-advisors-inc-/ |
https://www.jfawealth.com/ |
Jackson/Roskelley Wealth Advisors, Inc. is a comprehensive financial advisory practice. Unlike a broker, insurance dealer or any financial specialists, we keep an eye on the whole picture, helping you balance the investment, insurance, estate, tax, and retirement planning decisions that are critical to creating the future you want. |
|
| Jackson Roskelley Wealth Advisors |
Barbara |
Sutton |
SVP |
(480) 609-1055 |
WM |
barbara@JFAWealth.com |
Info@JFAWealth.com |
9590 E Ironwood Square Drive, Suite 110 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-j-sutton-2a88a741/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jackson-financial-advisors-inc-/ |
https://www.jfawealth.com/ |
Jackson/Roskelley Wealth Advisors, Inc. is a comprehensive financial advisory practice. Unlike a broker, insurance dealer or any financial specialists, we keep an eye on the whole picture, helping you balance the investment, insurance, estate, tax, and retirement planning decisions that are critical to creating the future you want. |
|
| Jackson Roskelley Wealth Advisors |
Greg |
Stark |
SVP |
(480) 609-1055 |
WM |
greg@JFAWealth.com |
Info@JFAWealth.com |
9590 E Ironwood Square Drive, Suite 110 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/greg-stark-6309489/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jackson-financial-advisors-inc-/ |
https://www.jfawealth.com/ |
Jackson/Roskelley Wealth Advisors, Inc. is a comprehensive financial advisory practice. Unlike a broker, insurance dealer or any financial specialists, we keep an eye on the whole picture, helping you balance the investment, insurance, estate, tax, and retirement planning decisions that are critical to creating the future you want. |
|
| Jackson Square Financial |
Graham |
Green |
Principal |
(415) 217-7915 |
WM |
ggreen@jsfin.com |
|
48 Gold Street |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/graham-green-5901b733/ |
|
1.993 |
$22 billion |
|
https://www.linkedin.com/company/jackson-square-financial/ |
http://www.jsfin.com/ |
Jackson Square Financial grew out of a simple concept; “Nobody cares about our clients as much as we do.” With a heritage dating back to 1993, JSF, was built on a foundation of integrity, high levels of client service and a broad range of solutions designed to serve the needs of the small to mid-sized closely held business owner and busy executive. Our firm offers customized group benefits, retirement plans, and wealth management. We pride ourselves on listening to our clients, providing concierge levels of service, and implementing innovative solutions designed to address each client’s individual needs. |
|
| Jackson Thornton Asset Management, LLC |
Landon |
Crane |
Principal |
(334) 240-3643 |
WM |
lanny.crane@jt-am.com |
info@jt-am.com |
200 Commerce Street Suite 300 |
Montgomery |
AL |
36104 |
United States of America |
North America |
|
|
1.919 |
$777,537,606 |
|
https://www.linkedin.com/company/jackson-thornton/ |
http://jt-am.com/ |
Jackson Thornton, a certified public accounting and consulting firm of more than 200 accountants and business consultants, applies almost a century of experience to serve over 8,000 clients across a wide variety of industries. From offices in Alabama and Tennessee, we provide the resources and high quality services that have forged decades-long relationships with clients across the Southeast. |
|
| Jackson Thornton Asset Management, LLC |
Jerry |
Mitchell |
Principal |
(334) 240-3688 |
WM |
jerry.mitchell@jt-am.com |
info@jt-am.com |
200 Commerce Street Suite 300 |
Montgomery |
AL |
36104 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-mitchell-33405410/ |
|
1.919 |
$777,537,606 |
|
https://www.linkedin.com/company/jackson-thornton/ |
http://jt-am.com/ |
Jackson Thornton, a certified public accounting and consulting firm of more than 200 accountants and business consultants, applies almost a century of experience to serve over 8,000 clients across a wide variety of industries. From offices in Alabama and Tennessee, we provide the resources and high quality services that have forged decades-long relationships with clients across the Southeast. |
|
| Jackson Thornton Asset Management, LLC |
George |
Smith |
Principal |
(334) 240-3661 |
WM |
george.smith@jt-am.com |
info@jt-am.com |
200 Commerce Street Suite 300 |
Montgomery |
AL |
36104 |
United States of America |
North America |
|
|
1.919 |
$777,537,606 |
|
https://www.linkedin.com/company/jackson-thornton/ |
http://jt-am.com/ |
Jackson Thornton, a certified public accounting and consulting firm of more than 200 accountants and business consultants, applies almost a century of experience to serve over 8,000 clients across a wide variety of industries. From offices in Alabama and Tennessee, we provide the resources and high quality services that have forged decades-long relationships with clients across the Southeast. |
|
| Jackson Thornton Asset Management, LLC |
Tommy |
Bedsole |
Principal |
(334) 699-5244 |
WM |
tommy.bedsole@jt-am.com |
info@jt-am.com |
200 Commerce Street Suite 300 |
Montgomery |
AL |
36104 |
United States of America |
North America |
|
|
1.919 |
$777,537,606 |
|
https://www.linkedin.com/company/jackson-thornton/ |
http://jt-am.com/ |
Jackson Thornton, a certified public accounting and consulting firm of more than 200 accountants and business consultants, applies almost a century of experience to serve over 8,000 clients across a wide variety of industries. From offices in Alabama and Tennessee, we provide the resources and high quality services that have forged decades-long relationships with clients across the Southeast. |
|
| Jackson Thornton Asset Management, LLC |
Adam |
Causey |
Principal |
(334) 240-3691 |
WM |
adam.causey@jt-am.com |
info@jt-am.com |
200 Commerce Street Suite 300 |
Montgomery |
AL |
36104 |
United States of America |
North America |
https://www.linkedin.com/in/adam-causey-cpa-pfs-cfp®-297a2937/ |
|
1.919 |
$777,537,606 |
|
https://www.linkedin.com/company/jackson-thornton/ |
http://jt-am.com/ |
Jackson Thornton, a certified public accounting and consulting firm of more than 200 accountants and business consultants, applies almost a century of experience to serve over 8,000 clients across a wide variety of industries. From offices in Alabama and Tennessee, we provide the resources and high quality services that have forged decades-long relationships with clients across the Southeast. |
|
| Jackson Wealth Management, LLC |
George |
Jackson |
Managing Member |
(407) 585-0235 |
WM |
support@jacksonwm.com |
support@jacksonwm.com |
755 Primare Blvd, Suite 1001 |
Lake Mary |
FL |
32746 |
United States of America |
North America |
https://www.linkedin.com/in/george-jackson-81bb4310/ |
|
2.008 |
$318 million |
|
https://www.linkedin.com/company/jackson-wealth-management-llc/ |
http://www.jacksonswealth.com |
Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services for individuals with high levels of income. We are a one-stop family office for financial planning, tax preparation, and investment services for high net worth families. |
|
| Jacob Gold & Associates, Inc. |
Jacob |
Golden |
Chairman & Chief Investment Officer |
(480) 998-4653 EXT. 11 |
WM |
jacob@jacobgold.com |
|
14850 North Scottsdale Road Suite 255 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jacob-gold-cfp®-72a67673/ |
|
2.001 |
|
|
https://www.linkedin.com/company/jacob-gold-associates-inc/ |
https://jacobgold.com/ |
Small Boutique Investment management firm that focuses on two areas; active wealth management and financial education. |
|
| Jacob Gold & Associates, Inc. |
Michael |
Cochell |
President |
(480) 998-4653 EXT. 13 |
WM |
michael@jacobgold.com |
|
14850 North Scottsdale Road Suite 255 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/mcochell/ |
|
2.001 |
|
|
https://www.linkedin.com/company/jacob-gold-associates-inc/ |
https://jacobgold.com/ |
Small Boutique Investment management firm that focuses on two areas; active wealth management and financial education. |
|
| Jacob Gold & Associates, Inc. |
David |
Scheur |
SVP |
(480) 998-4653 EXT. 12 |
WM |
david@jacobgold.com |
|
14850 North Scottsdale Road Suite 255 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/david-scheur-5a5b8713/ |
|
2.001 |
|
|
https://www.linkedin.com/company/jacob-gold-associates-inc/ |
https://jacobgold.com/ |
Small Boutique Investment management firm that focuses on two areas; active wealth management and financial education. |
|
| Jacob Gold & Associates, Inc. |
Blake |
Lundy |
Associate Financial Advisor |
(480) 998-4653 EXT. 18 |
WM |
blake@jacobgold.com |
|
14850 North Scottsdale Road Suite 255 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/wblakelundy/ |
|
2.001 |
|
|
https://www.linkedin.com/company/jacob-gold-associates-inc/ |
https://jacobgold.com/ |
Small Boutique Investment management firm that focuses on two areas; active wealth management and financial education. |
|
| Jaffe Tilchin Wealth Management and Insurance Services |
Lou |
Tilchin |
Managing Partner |
(813) 264-1115 |
WM |
lou@jaffetilchin.com |
info@jaffetilchin.com |
15350 N. Florida Avenue |
Tampa |
FL |
33613 |
United States of America |
North America |
https://www.linkedin.com/in/lou-tilchin-375b8812/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jaffe-tilchin-wealth-management/ |
http://www.jaffetilchin.com/ |
Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. |
|
| Jaffe Tilchin Wealth Management and Insurance Services |
Scott |
Jones |
Chief Compliance Officer |
(813) 960-0374 |
WM |
scott@jaffetilchin.com |
info@jaffetilchin.com |
15350 N. Florida Avenue |
Tampa |
FL |
33613 |
United States of America |
North America |
https://www.linkedin.com/in/scott-jones-24849313/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jaffe-tilchin-wealth-management/ |
http://www.jaffetilchin.com/ |
Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. |
|
| Jaffe Tilchin Wealth Management and Insurance Services |
Scott |
Jaffe |
Director of Investment Management |
(813) 963-2550 |
WM |
sjaffe@jaffetilchin.com |
info@jaffetilchin.com |
15350 N. Florida Avenue |
Tampa |
FL |
33613 |
United States of America |
North America |
https://www.linkedin.com/in/scottjaffe/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jaffe-tilchin-wealth-management/ |
http://www.jaffetilchin.com/ |
Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. |
|
| Jaffe Tilchin Wealth Management and Insurance Services |
Marc |
Ardizzone |
Director of Operations |
(813) 969-4512 |
WM |
marc@jaffetilchin.com |
info@jaffetilchin.com |
15350 N. Florida Avenue |
Tampa |
FL |
33613 |
United States of America |
North America |
https://www.linkedin.com/in/marcintampa/ |
|
1.994 |
|
|
https://www.linkedin.com/company/jaffe-tilchin-wealth-management/ |
http://www.jaffetilchin.com/ |
Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. |
|
| Jamie D Grant Wealth Management Group, LLC |
Jamie |
Grant |
President |
(817) 900-8455 ext 2 |
WM |
jamie@grantwealthgroup.com |
|
1250 E Copeland Rd Ste 540 |
Arlington |
TX |
76011 |
United States of America |
North America |
https://www.linkedin.com/in/jamiedgrant/ |
|
|
|
|
|
http://grantwealthgroup.co |
At JDG Wealth Management Group we believe in multi-generational wealth building through financial independence. With strategic goal planning, disciplined investment strategies, and trusted advice, we believe you can pursue wealth one generation at a time. We specialize in working with professionals, executives, business owners, and athletes by catering to their unique tax, retirement, and estate planning needs. |
|
| Janney Montgomery Scott LLC |
Timothy |
Charles Scheve |
CEO and President |
(215) 665-6000 |
WM |
tscheve@janney.com |
|
1717 Arch Street |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/timcscheve/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Karen |
Shakoske |
SVP, Head of Marketing and Corporate Communications |
(215) 665-6000 |
WM |
kshakoske@janney.com |
|
1717 Arch Street |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/karenshakoske/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Joe |
Timmins |
SVP and Director of Human Resources |
(215) 665-6000 |
WM |
jtimmins@janney.com |
|
1717 Arch Street |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/joe-timmins-792a379/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Gregory |
McShea |
SVP and General Counsel |
(215) 665-6000 |
WM |
gmcshea@janney.com |
|
1717 Arch Street |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/greg-mcshea-b406a625/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Kevin |
Reed |
SVP and Head of Wealth Management |
Direct: (215) 665-4524, Mobile: (610) 513-7823 |
WM |
kreed@janney.com |
|
1717 Arch Street |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-reed-60263b7/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Karl "Skip" |
Ernst |
Senior Vice President of Investments, Financial Advisor |
(786) 646-6035 |
WM |
kernst@janney.com |
|
8950 SW 74th Ct Suite 2200 |
Miami |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/karl-skip-ernst-223485181/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Roberto "Rob" |
Rosa |
Senior Vice President of Investments, Financial Advisor |
(786) 646-6034 |
WM |
rrosa@janney.com |
|
8950 SW 74th Ct Suite 2200 |
Miami |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/rob-rosa-24ba2a90/ |
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| Janney Montgomery Scott LLC |
Susan |
Miranda |
Senior Registered Private Client Associate |
(786) 646-6036 |
WM |
smiranda@janney.com |
|
8950 SW 74th Ct Suite 2200 |
Miami |
FL |
33156 |
United States of America |
North America |
|
|
1.832 |
$16.1B |
|
https://www.linkedin.com/company/janney-montgomery-scott/ |
https://advisor.janney.com/ersntrosawmg/ |
Janney Montgomery Scott is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. |
|
| January Capital Advisors |
Michael |
Porfido |
Partner, Chief Compliance Officer |
(415) 494-2790 |
WM |
michael@januarycapital.co |
january@januarycapital.co |
855 Sansome Street Third Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/michael-porfido-33074014/ |
|
2.014 |
|
|
https://www.linkedin.com/company/january-capital-advisors/ |
http://www.januarycapital.co |
January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell. Headquartered in San Francisco, we offer compassionate advice with customized wealth management and investment advisory strategies to individuals, families, small businesses and foundations. Our mission is to create a meaningful impact on the communities we serve by helping clients make the informed decisions necessary to pursue their desired impact. |
|
| January Capital Advisors |
Jeffrey |
Hodges |
Managing Partner & Chief Investment Officer |
(415) 494-2790 |
WM |
jeff@januarycapital.co |
january@januarycapital.co |
855 Sansome Street Third Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-hodges-aa20545/ |
|
2.014 |
|
|
https://www.linkedin.com/company/january-capital-advisors/ |
http://www.januarycapital.co |
January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell. Headquartered in San Francisco, we offer compassionate advice with customized wealth management and investment advisory strategies to individuals, families, small businesses and foundations. Our mission is to create a meaningful impact on the communities we serve by helping clients make the informed decisions necessary to pursue their desired impact. |
|
| Jarislowsky Fraser Limited |
Pierre |
Lapointe |
President |
(514) 842-2727 |
WM |
plapointe@jflglobal.com |
|
1010 Sherbrooke Street West
20th Floor |
Montreal |
QC |
H3A 2R7 |
Canada |
North America |
|
|
1.955 |
$35 billion |
|
https://www.linkedin.com/company/jarislowsky-fraser-limited/ |
https://www.jflglobal.com |
Jarislowsky, Fraser Limited is one of Canada’s leading investment management firms. Founded in 1955 as a research boutique, Jarislowsky Fraser today manages the portfolios of pension funds, foundations and endowments, Indigenous peoples, corporations and individuals in Canada and internationally. The firm also offers private wealth management services to affluent individuals and families. Its investment philosophy is built on a foundation of time-tested conservative principles and more than 60 years of fundamental research. Jarislowsky Fraser’s history and culture are rooted in investment stewardship, which is expressed through an adherence to quality investing, a long-term investment horizon and the advancement of good governance and sustainable investing. |
|
| Jarislowsky Fraser Limited |
Chad |
Van Norman |
Partner |
(403) 233-9117 |
WM |
cvannorman@jflglobal.com |
|
1010 Sherbrooke Street West
20th Floor |
Montreal |
QC |
H3A 2R7 |
Canada |
North America |
https://www.linkedin.com/in/chad-van-norman-7a2aa174/ |
|
1.955 |
$35 billion |
|
https://www.linkedin.com/company/jarislowsky-fraser-limited/ |
https://www.jflglobal.com |
Jarislowsky, Fraser Limited is one of Canada’s leading investment management firms. Founded in 1955 as a research boutique, Jarislowsky Fraser today manages the portfolios of pension funds, foundations and endowments, Indigenous peoples, corporations and individuals in Canada and internationally. The firm also offers private wealth management services to affluent individuals and families. Its investment philosophy is built on a foundation of time-tested conservative principles and more than 60 years of fundamental research. Jarislowsky Fraser’s history and culture are rooted in investment stewardship, which is expressed through an adherence to quality investing, a long-term investment horizon and the advancement of good governance and sustainable investing. |
|
| Jarislowsky Fraser Limited |
Margot |
Ritchie |
Executive Committee Member |
(416) 363-7417 |
WM |
mritchie@jflglobal.com |
|
1010 Sherbrooke Street West
20th Floor |
Montreal |
QC |
H3A 2R7 |
Canada |
North America |
https://www.linkedin.com/in/margot-ritchie-1331b511/ |
|
1.955 |
$35 billion |
|
https://www.linkedin.com/company/jarislowsky-fraser-limited/ |
https://www.jflglobal.com |
Jarislowsky, Fraser Limited is one of Canada’s leading investment management firms. Founded in 1955 as a research boutique, Jarislowsky Fraser today manages the portfolios of pension funds, foundations and endowments, Indigenous peoples, corporations and individuals in Canada and internationally. The firm also offers private wealth management services to affluent individuals and families. Its investment philosophy is built on a foundation of time-tested conservative principles and more than 60 years of fundamental research. Jarislowsky Fraser’s history and culture are rooted in investment stewardship, which is expressed through an adherence to quality investing, a long-term investment horizon and the advancement of good governance and sustainable investing. |
|
| Javelin Wealth Management |
Stephen |
Davies |
Founder & CEO |
65 6557 7185 |
WM |
steve.davies@javelinwealth.com |
enquiries@javelinwealth.com |
144 Robinson Road #16-01 |
Singapore |
|
068908 |
Singapore |
Asia |
https://www.linkedin.com/in/stephendavies00/ |
Investment Advice, Family Office Services, Wealth Planning, Fund Management as well as Private Equity & Direct Real Estate |
2.003 |
|
|
https://www.linkedin.com/company/javelin-wealth-management/ |
http://javelinwealth.com/ |
Javelin was established in 2003 to provide straightforward advice with a focus on long term wealth management: something the partners had not been able to find anywhere else. The firm prides itself in maintaining these core principles alongside a simple and transparent fee structure, therefore clearly aligning its interests with its clients. We strive to provide clients a full suite of services ranging from Investment Advice, Family Office Services, Wealth Planning, Fund Management as well as Private Equity & Direct Real Estate. |
|
| Javelin Wealth Management |
Polka |
Mishra |
Partner |
65 6557 7185 |
WM |
polka.mishra@javelinwealth.com |
enquiries@javelinwealth.com |
144 Robinson Road #16-01 |
Singapore |
|
068908 |
Singapore |
Asia |
https://www.linkedin.com/in/polka-mishra/ |
Investment Advice, Family Office Services, Wealth Planning, Fund Management as well as Private Equity & Direct Real Estate |
2.003 |
|
|
https://www.linkedin.com/company/javelin-wealth-management/ |
http://javelinwealth.com/ |
Javelin was established in 2003 to provide straightforward advice with a focus on long term wealth management: something the partners had not been able to find anywhere else. The firm prides itself in maintaining these core principles alongside a simple and transparent fee structure, therefore clearly aligning its interests with its clients. We strive to provide clients a full suite of services ranging from Investment Advice, Family Office Services, Wealth Planning, Fund Management as well as Private Equity & Direct Real Estate. |
|
| Javelin Wealth Management |
Justin |
Kendrick |
Director, Chief Investment Officer |
65 6557 7185 |
WM |
justin.kendrick@ingenia-consultants.com |
enquiries@javelinwealth.com |
144 Robinson Road #16-01 |
Singapore |
|
068908 |
Singapore |
Asia |
https://www.linkedin.com/in/justin-kendrick/ |
Investment Advice, Family Office Services, Wealth Planning, Fund Management as well as Private Equity & Direct Real Estate |
2.003 |
|
|
https://www.linkedin.com/company/javelin-wealth-management/ |
http://javelinwealth.com/ |
Javelin was established in 2003 to provide straightforward advice with a focus on long term wealth management: something the partners had not been able to find anywhere else. The firm prides itself in maintaining these core principles alongside a simple and transparent fee structure, therefore clearly aligning its interests with its clients. We strive to provide clients a full suite of services ranging from Investment Advice, Family Office Services, Wealth Planning, Fund Management as well as Private Equity & Direct Real Estate. |
|
| JBA Wealth Management Group |
Daniel |
Johnson |
Chartered Financial Consultant |
(970) 223-1922 |
WM |
djohnson@jbawealth.com |
info@jbawealth.com |
1136 East Stuart Street Bldg 2, Suite 2-100 |
Fort Collins |
CO |
80525 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-johnson-clu®-chfc®-lutcf-fss-1413621b/ |
Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity |
1.984 |
|
|
https://www.linkedin.com/company/jba-wealth-management/ |
https://www.jbawealth.com/ |
At JBA Wealth Management Group, Inc, we have always strived to do the right thing by our clients. Now, we continue that tradition by working towards doing better by our employees, our community and our environment.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. |
|
| JBA Wealth Management Group |
Melissa |
Dixon |
Certified Financial Planner |
(970) 223-1922 |
WM |
mdixon@jbawealth.com |
info@jbawealth.com |
1136 East Stuart Street Bldg 2, Suite 2-100 |
Fort Collins |
CO |
80525 |
United States of America |
North America |
https://www.linkedin.com/in/melissa-dixon-cfp®-33bab43/ |
Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity |
1.984 |
|
|
https://www.linkedin.com/company/jba-wealth-management/ |
https://www.jbawealth.com/ |
At JBA Wealth Management Group, Inc, we have always strived to do the right thing by our clients. Now, we continue that tradition by working towards doing better by our employees, our community and our environment.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. |
|
| JBA Wealth Management Group |
Tami |
Eberhardt |
Certified Financial Planner |
(970) 223-1922 |
WM |
tami@jbawealth.com |
info@jbawealth.com |
1136 East Stuart Street Bldg 2, Suite 2-100 |
Fort Collins |
CO |
80525 |
United States of America |
North America |
https://www.linkedin.com/in/tami-eberhardt-1029a573/ |
Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity |
1.984 |
|
|
https://www.linkedin.com/company/jba-wealth-management/ |
https://www.jbawealth.com/ |
At JBA Wealth Management Group, Inc, we have always strived to do the right thing by our clients. Now, we continue that tradition by working towards doing better by our employees, our community and our environment.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. |
|
| JBA Wealth Management Group |
Matt |
Dixon |
Financial Advisor |
(970) 223-1922 |
WM |
Mattd@jbawealth.com |
info@jbawealth.com |
1136 East Stuart Street Bldg 2, Suite 2-100 |
Fort Collins |
CO |
80525 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-dixon-a51584a/ |
Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity |
1.984 |
|
|
https://www.linkedin.com/company/jba-wealth-management/ |
https://www.jbawealth.com/ |
At JBA Wealth Management Group, Inc, we have always strived to do the right thing by our clients. Now, we continue that tradition by working towards doing better by our employees, our community and our environment.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. |
|
| JC Clark Ltd |
Colin |
Stewart |
CEO & Portfolio Manager |
(416) 361-6144 |
WM |
colin@jcclark.com |
funds@jcclark.com |
130 Adelaide Street West Suite 3400 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/colin-stewart-3a555828/ |
|
2.001 |
$0.3 billion |
|
https://www.linkedin.com/company/jba-wealth-management/ |
http://www.jcclark.com/ |
Founded in 2001, JC Clark Ltd. is a Toronto based independent investment firm that manages long/short equity portfolios on behalf of high net worth individuals and families, in addition to institutional investors and foundations. We have developed and maintained relationships with our existing clients for decades. |
|
| JDH Wealth Management |
Matthew |
Delaney |
Managing Partner |
(707) 542-1110 |
WM |
matt@jdhwealth.com |
info@jdhwealth.com |
181 Concourse Boulevard Suite A |
Santa Rosa |
CA |
95403 |
United States of America |
North America |
https://www.linkedin.com/in/delaneymatthew/ |
|
|
$146M |
|
|
http://jdhwealth.com/ |
We are a fee-only Registered Investment Advisory firm located in Santa Rosa, California. We offer a wide variety of services to help you with your personal and business needs. Please explore the services below to get a better idea of how we might be able to help. Our annual minimum fee is $12,500 or $1,000,000 of investable assets. We would love to have a conversation with you to see if we would be a good fit for each other. |
|
| JDH Wealth Management |
Timothy |
Delaney |
Partner, Founding Member |
(707) 542-1110 |
WM |
tim@jdhwealth.com |
info@jdhwealth.com |
181 Concourse Boulevard Suite A |
Santa Rosa |
CA |
95403 |
United States of America |
North America |
https://www.linkedin.com/in/timothyjdelaney/ |
|
|
$146M |
tdelaney@jdhwealth.com |
|
http://jdhwealth.com/ |
We are a fee-only Registered Investment Advisory firm located in Santa Rosa, California. We offer a wide variety of services to help you with your personal and business needs. Please explore the services below to get a better idea of how we might be able to help. Our annual minimum fee is $12,500 or $1,000,000 of investable assets. We would love to have a conversation with you to see if we would be a good fit for each other. |
|
| Jedi Management, Inc |
Jason |
Hochstadt |
CEO |
(201) 482-0288 |
WM |
jason@jedimgt.com |
|
One Bridge Plaza North Suite 275 |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
|
|
|
|
|
|
https://www.jedimgt.com/ |
JEDI MANAGEMENT, INC. (“JEDI”) is a Registered Investment Advisor and Wealth Management Firm that undertakes engagements in the areas of personal financial, estate and business planning. JEDI’s clients consist of individuals, families, businesses, plan sponsors of qualified retirement plans as well as other entities. |
|
| Jentner Wealth Management |
Bruce |
Jentner |
President |
(330) 668-1000 |
WM |
bruce@jentner.com |
info@jentner.com |
3677 Embassy Parkway |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-jentner-7194a67/ |
|
1.984 |
$279 million |
|
https://www.linkedin.com/company/jentner-financial-group/about/ |
http://www.jentner.com |
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States |
|
| Jentner Wealth Management |
Seth |
Jentner |
Director of Operations |
(330) 668-1000 |
WM |
seth@jentner.com |
info@jentner.com |
3677 Embassy Parkway |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/seth-jentner/ |
|
1.984 |
$279 million |
|
https://www.linkedin.com/company/jentner-financial-group/about/ |
http://www.jentner.com |
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States |
|
| JFL Total Wealth Management, LLC |
Jerry |
Lynch |
President / Founder |
(973) 439-1190 |
WM |
jerry.lynch@jfltotalwealth.net |
rocio.munoz@JFLTotalWealth.net |
305 West Main Street |
Boonton |
NJ |
07005 |
United States of America |
North America |
https://www.linkedin.com/in/jerrylynchcfp/ |
|
1.997 |
|
|
https://www.linkedin.com/company/jfl-total-wealth-management/ |
https://www.jfltotalwealth.net/ |
JFL Total Wealth Management is an independent wealth management, financial planning, and financial advisory firm led by Jerry Lynch, a CFP® professional with over 30 years of experience. With frequent appearances in the media, Jerry’s financial expertise has been utilized on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among other leading programs. He is supported by a team of expert advisors and dedicated client service associates with a shared goal: to provide the highest level of service to his clients. Based in Boonton, New Jersey, our team works with individuals, families, and businesses across northern New Jersey and New York, from Mountain Lakes and Montville, to Rockaway and Parsippany, Somerset and Passaic Counties and beyond. But we aren't just local, and can help anyone throughout the nation. |
|
| JFL Total Wealth Management, LLC |
Pam |
Karkenny |
Director of Established Business |
(973) 439-1190 Ext. 230 |
WM |
pam.karkenny@jfltotalwealth.net |
rocio.munoz@JFLTotalWealth.net |
305 West Main Street |
Boonton |
NJ |
07005 |
United States of America |
North America |
https://www.linkedin.com/in/pamela-karkenny-0a04125/ |
|
1.997 |
|
|
https://www.linkedin.com/company/jfl-total-wealth-management/ |
https://www.jfltotalwealth.net/ |
JFL Total Wealth Management is an independent wealth management, financial planning, and financial advisory firm led by Jerry Lynch, a CFP® professional with over 30 years of experience. With frequent appearances in the media, Jerry’s financial expertise has been utilized on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among other leading programs. He is supported by a team of expert advisors and dedicated client service associates with a shared goal: to provide the highest level of service to his clients. Based in Boonton, New Jersey, our team works with individuals, families, and businesses across northern New Jersey and New York, from Mountain Lakes and Montville, to Rockaway and Parsippany, Somerset and Passaic Counties and beyond. But we aren't just local, and can help anyone throughout the nation. |
|
| JFL Total Wealth Management, LLC |
Jeanne |
Kane |
Financial Planner |
(973) 439-1190 Ext. 210 |
WM |
jeanne.kane@jfltotalwealth.net |
rocio.munoz@JFLTotalWealth.net |
305 West Main Street |
Boonton |
NJ |
07005 |
United States of America |
North America |
https://www.linkedin.com/in/jeanne-kane-cfp®-mba-15b77229/ |
|
1.997 |
|
|
https://www.linkedin.com/company/jfl-total-wealth-management/ |
https://www.jfltotalwealth.net/ |
JFL Total Wealth Management is an independent wealth management, financial planning, and financial advisory firm led by Jerry Lynch, a CFP® professional with over 30 years of experience. With frequent appearances in the media, Jerry’s financial expertise has been utilized on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among other leading programs. He is supported by a team of expert advisors and dedicated client service associates with a shared goal: to provide the highest level of service to his clients. Based in Boonton, New Jersey, our team works with individuals, families, and businesses across northern New Jersey and New York, from Mountain Lakes and Montville, to Rockaway and Parsippany, Somerset and Passaic Counties and beyond. But we aren't just local, and can help anyone throughout the nation. |
|
| JFL Total Wealth Management, LLC |
Gretchen |
Hilton |
Marketing / Operations Manager |
(973) 439-1190 |
WM |
gretchen.hilton@jfltotalwealth.net |
rocio.munoz@JFLTotalWealth.net |
305 West Main Street |
Boonton |
NJ |
07005 |
United States of America |
North America |
https://www.linkedin.com/in/gretchen-hilton-2277aa4/ |
|
1.997 |
|
|
https://www.linkedin.com/company/jfl-total-wealth-management/ |
https://www.jfltotalwealth.net/ |
JFL Total Wealth Management is an independent wealth management, financial planning, and financial advisory firm led by Jerry Lynch, a CFP® professional with over 30 years of experience. With frequent appearances in the media, Jerry’s financial expertise has been utilized on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among other leading programs. He is supported by a team of expert advisors and dedicated client service associates with a shared goal: to provide the highest level of service to his clients. Based in Boonton, New Jersey, our team works with individuals, families, and businesses across northern New Jersey and New York, from Mountain Lakes and Montville, to Rockaway and Parsippany, Somerset and Passaic Counties and beyond. But we aren't just local, and can help anyone throughout the nation. |
|
| JFL Total Wealth Management, LLC |
Matthew |
Rembish |
Client Relations Manager |
(973) 439-1190 Ext. 280 |
WM |
matt.rembish@jfltotalwealth.net |
rocio.munoz@JFLTotalWealth.net |
305 West Main Street |
Boonton |
NJ |
07005 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-rembish-14797812a/ |
|
1.997 |
|
|
https://www.linkedin.com/company/jfl-total-wealth-management/ |
https://www.jfltotalwealth.net/ |
JFL Total Wealth Management is an independent wealth management, financial planning, and financial advisory firm led by Jerry Lynch, a CFP® professional with over 30 years of experience. With frequent appearances in the media, Jerry’s financial expertise has been utilized on CNBC, Fox News, The Big Idea with Donnie Deutsch, and On the Money, among other leading programs. He is supported by a team of expert advisors and dedicated client service associates with a shared goal: to provide the highest level of service to his clients. Based in Boonton, New Jersey, our team works with individuals, families, and businesses across northern New Jersey and New York, from Mountain Lakes and Montville, to Rockaway and Parsippany, Somerset and Passaic Counties and beyond. But we aren't just local, and can help anyone throughout the nation. |
|
| JFS Wealth Advisors |
Thomas |
Alvare |
Managing Principal |
Mobile: (215) 801-8830 |
WM |
talvare@jfswa.com |
info@jfswa.com |
1635 Market Street, Suite 1600 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/thomasalvaré/ |
|
1.986 |
$2 billion |
|
https://www.linkedin.com/company/jfs-wealth-advisors |
https://www.jfswa.com |
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. |
|
| JFS Wealth Advisors |
Robert |
Jazwinski |
Founder & President |
(215)497-5050 |
WM |
rjazwinski@jfswa.com |
info@jfswa.com |
1635 Market Street, Suite 1600 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/robert-jazwinski/ |
|
1.986 |
$2 billion |
|
https://www.linkedin.com/company/jfs-wealth-advisors |
https://www.jfswa.com |
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. |
|
| JFS Wealth Advisors |
Stephen |
Lee |
Chief Investment Officer, Managing Principal |
(215)497-5050 |
WM |
slee@jfswa.com |
info@jfswa.com |
1635 Market Street, Suite 1600 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/steve-lee-76827820/ |
|
1.986 |
$2 billion |
|
https://www.linkedin.com/company/jfs-wealth-advisors |
https://www.jfswa.com |
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. |
|
| JFS Wealth Advisors |
Thomas |
Paulus |
Managing Principal, Senior Lead Advisor |
(215)497-5050 |
WM |
tpaulus@jfswa.com |
info@jfswa.com |
1635 Market Street, Suite 1600 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-paulus-0b757611/ |
|
1.986 |
$2 billion |
|
https://www.linkedin.com/company/jfs-wealth-advisors |
https://www.jfswa.com |
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. |
|
| JFS Wealth Advisors |
Manish |
Upadhyay |
Co-Director of Investment Management |
(215)497-5050 |
WM |
mupadhyay@jfswa.com |
info@jfswa.com |
1635 Market Street, Suite 1600 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/manish-upadhyay-caia®-cima®-ab52a5a/ |
|
1.986 |
$2 billion |
|
https://www.linkedin.com/company/jfs-wealth-advisors |
https://www.jfswa.com |
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. |
|
| JH Pierce Wealth Management |
Josh |
Pierce |
Financial Advisor |
|
WM |
josh@jhpierce.com |
|
|
Gillette |
WY |
|
United States of America |
North America |
https://www.linkedin.com/in/joshuahpierce/ |
|
2.019 |
|
|
https://www.linkedin.com/company/jhpierce/ |
https://www.jhpierce.com/ |
JH Pierce Wealth Management was established to be able to provide clients the honest and responsible financial advice with small town Wyoming values. We focus on a comprehensive financial planning process refined through industry experience and expertise and focus on what is most important to YOU rather than a sales commission or production requirement. Let us be your partner for a better tomorrow with a Wyoming work ethic. |
|
| JK Financial, Inc |
John |
Kvale |
Founder |
(214) 706-4300 |
WM |
john@jkfinancialinc.com |
|
8222 Douglas Ave # 590 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/johnkvale/ |
|
1.995 |
$92 million |
|
https://www.linkedin.com/company/j.k.-financial-inc. |
http://www.jkfinancialinc.com |
Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETF’s, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more. The firm acts as a fiduciary for clients and manages funds on a discretionary basis. |
|
| JK Financial, Inc |
Donald |
Capone |
Portfolio Manager/Financial Adviser |
(214) 706-4300 |
WM |
don@jkfinancialinc.com |
|
8222 Douglas Ave # 590 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/donald-capone/ |
|
1.995 |
$92 million |
|
https://www.linkedin.com/company/j.k.-financial-inc. |
http://www.jkfinancialinc.com |
Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETF’s, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more. The firm acts as a fiduciary for clients and manages funds on a discretionary basis. |
|
| JKMilne Asset Management© |
John |
Milne |
CEO and Chief Investment Officer |
(239) 936-3430 |
WM |
jmilne@jkmilne.com |
contact@jkmilne.com |
Royal Palm Corporate Center, 1520 Royal Palm Square Blvd., Suite 210 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/john-milne-451ab91b/ |
|
2.004 |
$1B |
|
https://www.aequorcapital.com/ |
https://www.jkmilne.com/ |
JKMilne Asset Management creates value for institutional clients through applied attention, provided by a tightly woven team of accomplished listeners, direct communicators, expert investment innovators, and rapid custom solution providers. While the industry is overwhelmingly dominated by large corporate entities whose resources are widely spread among a great many non-investment functions, as owners, the JKMilne shareholders are deeply committed to actively applying a more direct approach to the management of individual portfolios. |
|
| JKMilne Asset Management© |
Brian |
Borneman |
Senior Portfolio Manager |
(239) 936-3430 |
WM |
bborneman@jkmilne.com |
contact@jkmilne.com |
Royal Palm Corporate Center, 1520 Royal Palm Square Blvd., Suite 210 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/brian-borneman-582757164/ |
|
2.004 |
$1B |
|
|
https://www.jkmilne.com/ |
JKMilne Asset Management creates value for institutional clients through applied attention, provided by a tightly woven team of accomplished listeners, direct communicators, expert investment innovators, and rapid custom solution providers. While the industry is overwhelmingly dominated by large corporate entities whose resources are widely spread among a great many non-investment functions, as owners, the JKMilne shareholders are deeply committed to actively applying a more direct approach to the management of individual portfolios. |
|
| JLFranklin Wealth Planning |
Joyce |
Franklin |
Founder and Senior Wealth Planner |
(415) 925-3400 |
WM |
joyce@jlfwealth.com |
|
50 California Street |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/joyce-franklin-0423a91/ |
|
1.999 |
$115 million |
|
https://www.linkedin.com/company/jlfranklin-wealth-planning/ |
https://www.jlfwealth.com |
JLFranklin Wealth Planning provides individualized financial life planning and wealth management services. We customize our services for each client, coordinating specific financial resources with goals, risk tolerance, and lifestyle. Our diverse client-base is drawn from San Francisco, Marin, and the greater Bay Area. Regardless of their circumstances, all our clients enjoy the peace of mind that comes from delegating their financial details and big-picture to qualified, compassionate advisors. They sleep well at night and spend their days focusing on the things they enjoy. |
|
| JMB Financial Advisors LLC |
Bruce |
Block |
Vice President |
(312) 915-1042 |
WM |
block@jmb.com |
|
900 North Michigan Avenue Suite 1400 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-block-279b0936/ |
|
|
|
|
|
http://jmbfinancialadvisors.com |
JMB Financial Advisors is a real estate investment advisor that utilizes its extensive experience in real estate and the capital markets to provide customized capital solutions on behalf of institutional and private investors for acquisition, recapitalization and development of all real estate asset classes. |
|
| JMB Financial Advisors LLC |
John |
Howley |
Principal |
(312) 915-1653 |
WM |
howley@jmb.com |
|
900 North Michigan Avenue Suite 1400 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/john-howley-cpa-3327036/ |
|
|
|
|
|
http://jmbfinancialadvisors.com |
JMB Financial Advisors is a real estate investment advisor that utilizes its extensive experience in real estate and the capital markets to provide customized capital solutions on behalf of institutional and private investors for acquisition, recapitalization and development of all real estate asset classes. |
|
| JMB Financial Advisors LLC |
Stephen |
Lovelette |
Managing Director |
(312) 915-2856 |
WM |
lovelette@jmb.com |
|
900 North Michigan Avenue Suite 1400 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-lovelette-22313418/ |
|
|
|
|
|
http://jmbfinancialadvisors.com |
JMB Financial Advisors is a real estate investment advisor that utilizes its extensive experience in real estate and the capital markets to provide customized capital solutions on behalf of institutional and private investors for acquisition, recapitalization and development of all real estate asset classes. |
|
| JMC Wealth Management |
Jordan |
Gales |
Financial Adviser |
(312) 275-1900 |
WM |
jordan@jmcwealth.com |
info@jmcwealth.com |
1017 West Washington Blvd Suite 3E |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/jordan-gales-1a631122/ |
|
|
|
|
https://www.linkedin.com/company/jmc-wealth-management |
http://jmcwealth.com |
JMC Wealth Management, Inc. is a Chicago Area Independent Wealth Management firm assisting clients in applying personal strategies and goals to their financial planning needs. We look at the areas that are not providing satisfaction in our clients’ lives and see how financial planning can relieve this unease. |
|
| JMC Wealth Management |
Julie Marie |
Murphy |
Chief Visionary Officer |
(312) 275-1900 |
WM |
julie@jmcwealth.com |
info@jmcwealth.com |
1017 West Washington Blvd Suite 3E |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/juliemurphycasserly/ |
|
|
|
|
https://www.linkedin.com/company/jmc-wealth-management |
http://jmcwealth.com |
JMC Wealth Management, Inc. is a Chicago Area Independent Wealth Management firm assisting clients in applying personal strategies and goals to their financial planning needs. We look at the areas that are not providing satisfaction in our clients’ lives and see how financial planning can relieve this unease. |
|
| JMC Wealth Management |
Julie Marie |
Murphy Casserly |
President |
(312) 275-1900 |
WM |
jordan@jmcwealth.com |
info@jmcwealth.com |
1017 West Washington Blvd Suite 3E |
Chicago |
IL |
60607 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/jmc-wealth-management/ |
https://jmcwealth.com/ |
JMC Wealth Management, Inc. is a Chicago Area Independent Wealth Management firm assisting clients in applying personal strategies and goals to their financial planning needs. We look at the areas that are not providing satisfaction in our clients’ lives and see how financial planning can relieve this unease. |
|
| JMC Wealth Management |
Mark |
Murphy |
Financial Adviser |
(312) 275-1900 |
WM |
mark@jmcwealth.com |
info@jmcwealth.com |
1017 West Washington Blvd Suite 3E |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/markmurphy21/ |
|
|
|
|
https://www.linkedin.com/company/jmc-wealth-management/ |
https://jmcwealth.com/ |
JMC Wealth Management, Inc. is a Chicago Area Independent Wealth Management firm assisting clients in applying personal strategies and goals to their financial planning needs. We look at the areas that are not providing satisfaction in our clients’ lives and see how financial planning can relieve this unease. |
|
| JMG Financial Group, Ltd. |
Matthew |
Grubb |
Principal |
(630) 573-6870 |
WM |
MattG@jmgfin.com |
info@jmgfin.com |
2001 Butterfield Road, Suite 1400 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-j-grubb-cfp-043a744/ |
|
1.984 |
$2.1B |
|
https://www.linkedin.com/company/jmg-financial-group-ltd/ |
https://www.jmgfinancial.com/ |
JMG is an independent, fee-only wealth management firm that serves clients from coast to coast. We’ve been providing comprehensive and customized wealth management services for high net worth individuals and families since 1984. JMG attracts and retains the most talented, credentialed and successful professionals in wealth management. Every member of our seasoned team is passionate about helping clients achieve their financial goals. They're even available 24/7 to provide thoughtful, personalized guidance. |
|
| JMG Financial Group, Ltd. |
Anthony |
Cecchini |
Principal, CEO, Executive Committee, Board of Directors |
(630) 573-6905 |
WM |
anthony@jmgfin.com |
info@jmgfin.com |
2001 Butterfield Road, Suite 1400 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-cecchini-222174128/ |
|
1.984 |
$2.1B |
|
https://www.linkedin.com/company/jmg-financial-group-ltd/ |
https://www.jmgfinancial.com/ |
JMG is an independent, fee-only wealth management firm that serves clients from coast to coast. We’ve been providing comprehensive and customized wealth management services for high net worth individuals and families since 1984. JMG attracts and retains the most talented, credentialed and successful professionals in wealth management. Every member of our seasoned team is passionate about helping clients achieve their financial goals. They're even available 24/7 to provide thoughtful, personalized guidance. |
|
| JMG Financial Group, Ltd. |
William |
Dever |
Principal, Investment Committee |
(630) 573-6930 |
WM |
billd@jmgfin.com |
info@jmgfin.com |
2001 Butterfield Road, Suite 1400 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/william-e-dever-jr-28b94713/ |
|
1.984 |
$2.1B |
|
https://www.linkedin.com/company/jmg-financial-group-ltd/ |
https://www.jmgfinancial.com/ |
JMG is an independent, fee-only wealth management firm that serves clients from coast to coast. We’ve been providing comprehensive and customized wealth management services for high net worth individuals and families since 1984. JMG attracts and retains the most talented, credentialed and successful professionals in wealth management. Every member of our seasoned team is passionate about helping clients achieve their financial goals. They're even available 24/7 to provide thoughtful, personalized guidance. |
|
| JMH Wealth Management, LLC |
Jeffrey |
Harris |
President, CEO & Chief Investment Officer |
(603) 643-8899 |
WM |
jharris@jmhwealth.com |
|
45 Lyme Road |
Hanover |
NH |
03755 |
United States of America |
North America |
https://www.linkedin.com/in/jeffreymharrisnh/ |
|
1.996 |
$43M |
|
|
https://www.jmhwealth.com/ |
JMH Wealth Management, a registered investment advisory firm, provides confidential wealth management advice to high net worth individuals, trusts, and institutional investors. Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest. We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client. |
|
| JMH Wealth Management, LLC |
Cole |
Harris |
Portfolio Manager |
(603) 643-8899 |
WM |
charris@jmhwealth.com |
|
45 Lyme Road |
Hanover |
NH |
03755 |
United States of America |
North America |
https://www.linkedin.com/in/cole-harris-271831b5/ |
|
1.996 |
$43M |
|
|
https://www.jmhwealth.com/ |
JMH Wealth Management, a registered investment advisory firm, provides confidential wealth management advice to high net worth individuals, trusts, and institutional investors. Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest. We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client. |
|
| JMH Wealth Management, LLC |
Kim |
Howe |
Vice President, Office Administration |
(603) 643-8899 |
WM |
khowe@jmhwealth.com |
|
45 Lyme Road |
Hanover |
NH |
03755 |
United States of America |
North America |
|
|
1.996 |
$43M |
|
|
https://www.jmhwealth.com/ |
JMH Wealth Management, a registered investment advisory firm, provides confidential wealth management advice to high net worth individuals, trusts, and institutional investors. Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest. We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client. |
|
| JMR Capital Management, Inc. |
Marc |
Roth |
Owner |
(510) 525-1125 |
WM |
mroth@jmrcap.com |
|
44 Montgomery Street #3705 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/marcaroth/ |
|
1.995 |
|
|
https://www.linkedin.com/company/jmr-capital-management-inc-/ |
https://www.jmrcap.com/ |
JMR Capital Management is a wealth management firm located in San Francisco, CA, providing solution-based, diversified investment management services to high-net-worth individuals, families and institutions. We work side by side with your accountant, attorney and other professionals to protect your interests. |
|
| Joel Isaacson & Co. LLC |
Joel |
Isaacson |
Founder & CEO |
(212) 302-6300 |
WM |
joel@joelisaacson.com |
mailbox@joelisaacson.com |
546 Fifth Avenue, 20th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/joel-isaacson-4a605310/ |
|
1.993 |
$3.2B |
|
https://www.linkedin.com/company/joel-isaacson-&-co.-llc/ |
http://www.joelisaacson.com/ |
Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals. |
|
| Joel Isaacson & Co. LLC |
Stanley |
Altmark |
Partner |
(212) 302-6300 |
WM |
stan@joelisaacson.com |
mailbox@joelisaacson.com |
546 Fifth Avenue, 20th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/stanley-altmark-cpa-cfp-8775755/ |
|
1.993 |
$3.2B |
|
https://www.linkedin.com/company/joel-isaacson-&-co.-llc/ |
http://www.joelisaacson.com/ |
Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals. |
|
| Joel R. Mogy Investment Counsel |
Joel |
Mogy |
President |
(310) 552-0529 |
WM |
joel@mogy.com |
info@mogy.com |
315 S. Beverly Drive, Suite 400 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/utah-medical-association-financial-services/ |
http://www.mogy.com/ |
Joel R. Mogy Investment Counsel Inc. ("JMIC") is a boutique investment counseling firm, providing clients with an independent, non-institutional approach to investment management services. JMIC is a SEC Registered Investment Advisor and provides objective advice with a Fiduciary Standard of care. |
|
| Johnson Lyman Wealth Advisors |
Rob |
Lyman |
President |
(650) 494-2733 |
WM |
robl@jlwealth.com |
contactus@JLWealth.com |
One First Street Suite 12 |
Los Altos |
CA |
94022 |
United States of America |
North America |
https://www.linkedin.com/in/roblyman/ |
|
1.985 |
|
|
https://www.linkedin.com/company/johnson-lyman-wealth-advisors/ |
http://www.jlwealth.com |
Johnson Lyman Wealth Advisors is a Palo Alto based registered investment advisor originally founded in 1985. The current firm was created from a partnership of Steve Johnson and Rob Lyman to deliver best-in-class Wealth Management services to high net-worth families and individuals in the San Francisco Bay Area. |
|
| Johnson Lyman Wealth Advisors |
Pat |
Giddens |
Lead Advisor |
(650) 494-2733 |
WM |
patg@jlwealth.com |
contactus@JLWealth.com |
One First Street Suite 12 |
Los Altos |
CA |
94022 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-giddens-mba-cfp®-ea-8511779/ |
|
1.985 |
|
|
https://www.linkedin.com/company/johnson-lyman-wealth-advisors/ |
http://www.jlwealth.com |
Johnson Lyman Wealth Advisors is a Palo Alto based registered investment advisor originally founded in 1985. The current firm was created from a partnership of Steve Johnson and Rob Lyman to deliver best-in-class Wealth Management services to high net-worth families and individuals in the San Francisco Bay Area. |
|
| Johnson Private Wealth Management LLC |
Barbara |
Johnson |
Founder and CEO |
(773) 867-8665 |
WM |
barbara@johnsonpwm.com |
|
8770 W. Bryn Mawr Ave., Suite 1300 |
Chicago |
IL |
60631 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-johnson-787b3411/ |
|
|
$16 million |
|
|
http://johnsonpwm.com |
JPWM is a financial services and investment advisory firm that offers:
Full-service wealth management and investments²
Financial planning²
Low cost ETF strategies ²
Sustainable Investing
Rating the sustainability of corporate 401k and pension plans
Corporate sustainability consulting |
|
| Johnson Wealth |
David |
Johnson |
Wealth Manager |
(866) 575-7020 |
WM |
david@jwealth.co |
|
2956 Shay Ct |
Fortuna |
CA |
95540 |
United States of America |
North America |
https://www.linkedin.com/in/david-johnson-cfp®-cpfa-6bb9425/ |
|
1.964 |
|
|
https://www.linkedin.com/company/johnson-wealth-management |
http://www.jwealth.co/ |
Johnson Wealth Management in an investment advisory firm. We are an independent wealth management firm serving clients throughout the United States. We're fiduciaries, which means we adhere to the highest legal standard to act in your best interests and do everything we can to help you reach your most important goals.Working as a fiduciary we specialize in assisting affluent couples who would like to effectively manage their finances together as well as single women who may be going through a life transition such as divorce, widowhood, or retirement. |
|
| Johnson Wealth |
Brandon |
Stockman |
Wealth Manager |
(707) 725-7120 |
WM |
brandon@jwealth.co |
|
2956 Shay Ct |
Fortuna |
CA |
95540 |
United States of America |
North America |
|
|
1.964 |
|
|
https://www.linkedin.com/company/johnson-wealth-management |
http://www.jwealth.co/ |
Johnson Wealth Management in an investment advisory firm. We are an independent wealth management firm serving clients throughout the United States. We're fiduciaries, which means we adhere to the highest legal standard to act in your best interests and do everything we can to help you reach your most important goals.Working as a fiduciary we specialize in assisting affluent couples who would like to effectively manage their finances together as well as single women who may be going through a life transition such as divorce, widowhood, or retirement. |
|
| Jonah Wealth Management |
Eric |
Newell |
Financial Advisor |
(307) 268-7373 |
WM |
eric@jonahwealth.com |
|
777 West 1st Street |
Casper |
WY |
82601 |
United States of America |
North America |
https://www.linkedin.com/in/eric-newell-bb5b9656/ |
|
|
|
|
|
http://www.jonahwealthmanagement.com |
Jonah Wealth Management is a comprehensive Financial Services Firm. Our philosophy is to provide our clients with both personal and professional service. We offer assistance with Investment Advisory Services, Estate Planning, Insurance and a comprehensive range of Financial Planning. |
|
| Jones Collombin Investment Counsel Inc. |
Stephen |
MacCulloch |
CEO |
(416) 366-1122 Ext. 235, Mobile: (514) 594-5227 |
WM |
smacculloch@jcic.ca |
communications@jcic.ca |
77 King Street West, Suite 4210, P.O. Box 213 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
https://www.linkedin.com/in/stephen-macculloch-09815860/ |
|
1.993 |
$0.7 billion |
|
https://www.linkedin.com/company/jones-collombin-investment-counsel-inc-/ |
https://www.jcic.ca/ |
JCIC Asset Management Inc. is a 25-year-old employee-owned firm whose investment approach and target clientele have remained unchanged since the firm was founded. With 14 employees, JCIC provides investment management to individual families, trust, foundations, and companies. |
|
| Jones Collombin Investment Counsel Inc. |
Michelle |
Burandt |
Manager, Client Service |
(416) 366-1122 Ext. 233 |
WM |
mburandt@jcic.ca |
communications@jcic.ca |
77 King Street West, Suite 4210, P.O. Box 213 |
Toronto |
ON |
M5K 1J3 |
Canada |
North America |
https://www.linkedin.com/in/michelle-burandt-cim-a1895522/ |
|
1.993 |
$0.7 billion |
|
https://www.linkedin.com/company/jones-collombin-investment-counsel-inc-/ |
https://www.jcic.ca/ |
JCIC Asset Management Inc. is a 25-year-old employee-owned firm whose investment approach and target clientele have remained unchanged since the firm was founded. With 14 employees, JCIC provides investment management to individual families, trust, foundations, and companies. |
|
| Journey Advisory Group, LLC (fka )Pennington Financial Group |
Dan |
Leahy |
Principal, Senior Wealth Advisor |
(916) 632-5858 |
WM |
dan@pfgadvisor.com |
CA@journeyadvisory.group |
11246 Gold Express Dr Suite 102 |
Gold River |
CA |
95670 |
United States of America |
North America |
https://www.linkedin.com/in/dan-leahy-cfp®-2a377627/ |
|
1.984 |
$190M |
|
https://www.linkedin.com/company/pennington-financial-group |
https://www.journeyadvisory.group/ |
Pennington Financial Group is a fee-only wealth management firm, dedicated to helping individuals and institutions preserve their hard-earned capital and pursue steady, wise growth. Since 1984, our team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing personal and financial goals. |
|
| Journey Advisory Group, LLC (fka )Pennington Financial Group |
Tyler |
Lang |
President & COO |
(916) 632-5858 |
WM |
tyler@langadvisors.com |
CA@journeyadvisory.group |
11246 Gold Express Dr Suite 102 |
Gold River |
CA |
95670 |
United States of America |
North America |
https://www.linkedin.com/in/tylerselbylang/ |
|
1.984 |
$190M |
|
https://www.linkedin.com/company/pennington-financial-group |
https://www.journeyadvisory.group/ |
Pennington Financial Group is a fee-only wealth management firm, dedicated to helping individuals and institutions preserve their hard-earned capital and pursue steady, wise growth. Since 1984, our team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing personal and financial goals. |
|
| JRV Wealth Management Group, LLC |
James |
Veal |
CEO & Managing Member |
(215) 854-6308 |
WM |
James@JamesVeal.com |
James@JamesVeal.com |
1515 Market Street, Suite 1200 |
Philadelphia |
PA |
19102 |
United States of America |
North America |
https://www.linkedin.com/in/jamesrveal/ |
|
2.008 |
|
|
https://www.linkedin.com/company/jrv-wealth-management-group-llc/ |
https://www.jamesveal.com/ |
JRV Wealth Management Group in which begun in 2008 is an African American owned investment advisory firm geared towards empowering, teaching, and showing African Americans the power of money and how to build and maintain wealth. As a practicing financial advisor for nearly 20 years, James specializes in assisting people near or in retirement and to employees contributing to their employer retirement plans at work. JRV Wealth has been conducting FREE investing 101 & retirement planning sessions in the Philadelphia area since 2001. |
|
| JSF Financial, LLC |
Jeff |
Fishman |
Founder & Managing Member / Investment Advisor Representative |
(323) 866-0833 |
WM |
jeff@jsffinancial.com |
|
6300 Wilshire Blvd., Suite 700 |
Los Angeles |
CA |
90048 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-fishman-jd-pfp-bab765/ |
|
1.996 |
|
|
https://www.linkedin.com/company/jsf-financial-llc/ |
https://www.jsffinancial.com/ |
JSF Financial is an independent, full-service financial planning, investment management and private wealth management firm. At JSF, concierge private wealth management offers a sophisticated and customized fee-based financial planning and investment management services. Our in-depth and diverse expertise allows us to provide comprehensive asset management and financial planning services for complex situations. |
|
| JSF Financial, LLC |
Shari |
Fishman |
CCO |
(323) 866-0833 |
WM |
shari@jsffinancial.com |
|
6300 Wilshire Blvd., Suite 700 |
Los Angeles |
CA |
90048 |
United States of America |
North America |
https://www.linkedin.com/in/shari-fishman-8b15ba48/ |
|
1.996 |
|
|
https://www.linkedin.com/company/jsf-financial-llc/ |
https://www.jsffinancial.com/ |
JSF Financial is an independent, full-service financial planning, investment management and private wealth management firm. At JSF, concierge private wealth management offers a sophisticated and customized fee-based financial planning and investment management services. Our in-depth and diverse expertise allows us to provide comprehensive asset management and financial planning services for complex situations. |
|
| JV Bruni and Company |
Jerry |
Bruni |
President |
719-575-9880 |
WM |
jbruni@jvbruni.com |
|
1528 North Tejon Street |
Colorado Springs |
CO |
80907 |
United States of America |
North America |
|
|
|
$650M-981M |
|
|
http://www.jvbruni.com/ |
J. V. Bruni and Company is an investment management firm registered with the Securities and Exchange Commission. The firm was founded in Colorado Springs in 1992 and has clients not only in Colorado, but in 37 other states as of December 2019. We provide discretionary personalized money management services on a fee-only basis for individuals, retirement plans, trusts, corporations and nonprofit organizations. |
|
| JV Bruni and Company |
John |
Brock |
Vice President |
719-575-9880 |
WM |
jbrock@jvbruni.com |
|
1528 North Tejon Street |
Colorado Springs |
CO |
80907 |
United States of America |
North America |
https://www.linkedin.com/in/john-brock-a6255a37/ |
|
|
$650M-981M |
|
|
http://www.jvbruni.com/ |
J. V. Bruni and Company is an investment management firm registered with the Securities and Exchange Commission. The firm was founded in Colorado Springs in 1992 and has clients not only in Colorado, but in 37 other states as of December 2019. We provide discretionary personalized money management services on a fee-only basis for individuals, retirement plans, trusts, corporations and nonprofit organizations. |
|
| JVL Associates, LLC |
Jerry |
VanderLugt |
Founder & Principal |
(616) 261-2800 |
WM |
jvl@jvlassociates.com |
jvl@jvlassociates.com |
1535 44th St SW, Suite 400 |
Wyoming |
MI |
49519 |
United States of America |
North America |
|
|
1.994 |
$155M |
|
https://www.linkedin.com/company/jvl-associates/ |
http://jvlassociates.com/ |
Located in West Michigan, JVL Associates, LLC, an independent fee-only registered investment advisory (RIA) firm, provides fee-only financial planning, wealth management, and investment advisory services to affluent individuals, families, and business owners. |
|
| Kahler Financial Group, Inc. |
Rick |
Kahler |
President |
(605) 343-1400 |
WM |
rick@kahlerfinancial.com |
info@kahlerfinancial.com |
1010 9th Street, Suite 1 |
Rapid City |
SD |
57701 |
United States of America |
North America |
https://www.linkedin.com/in/rickkahler/ |
|
1.981 |
$130M |
|
https://www.linkedin.com/company/kahler-financial-group/?originalSubdomain=ph |
https://kahlerfinancial.com/ |
As a South Dakota-based fee-only financial adviser, Kahler Financial Group’s mission is to be an advocate in helping people make wise financial decisions that contribute to their prosperity and happiness. We do this by understanding your money history, objectively assessing your current situation, and offering options that will solve problems and create the future you desire. |
|
| Kahler Financial Group, Inc. |
Alison |
Scherr |
Chief Operations Officer |
(605) 343-1400 |
WM |
alison@kahlerfinancial.com |
info@kahlerfinancial.com |
1010 9th Street, Suite 1 |
Rapid City |
SD |
57701 |
United States of America |
North America |
https://www.linkedin.com/in/alison-scherr-ba93867/ |
|
1.981 |
$130M |
|
https://www.linkedin.com/company/kahler-financial-group/?originalSubdomain=ph |
https://kahlerfinancial.com/ |
As a South Dakota-based fee-only financial adviser, Kahler Financial Group’s mission is to be an advocate in helping people make wise financial decisions that contribute to their prosperity and happiness. We do this by understanding your money history, objectively assessing your current situation, and offering options that will solve problems and create the future you desire. |
|
| KASE Wealth Advisors |
Keith |
Glaser |
Founder, Managing Director |
(813) 769-9915 |
WM |
kglaser@kasewealth.com |
amacfarland@kasewealth.com |
4302 Henderson Blvd. Suite 201 |
Tampa |
FL |
33629 |
United States of America |
North America |
https://www.linkedin.com/in/keithglaser/ |
|
2.014 |
|
|
https://www.linkedin.com/company/kase-wealth-advisors/ |
http://www.kasewealthadvisors.com/ |
KASE Wealth Advisors is a fully independent Wealth management advisory firm, focused on providing investment and financial planning advice. Our non-biased approach to investing is the foundation of our process to provide suitable solutions to our clients’ unique financial and retirement needs. |
|
| KASE Wealth Advisors |
Scott |
Jackson |
Founder, Managing Director |
(813) 769-9845 |
WM |
sjackson@kasewealth.com |
amacfarland@kasewealth.com |
4302 Henderson Blvd. Suite 201 |
Tampa |
FL |
33629 |
United States of America |
North America |
https://www.linkedin.com/in/scott-jackson-40219b10b/ |
|
2.014 |
|
|
https://www.linkedin.com/company/kase-wealth-advisors/ |
http://www.kasewealthadvisors.com/ |
KASE Wealth Advisors is a fully independent Wealth management advisory firm, focused on providing investment and financial planning advice. Our non-biased approach to investing is the foundation of our process to provide suitable solutions to our clients’ unique financial and retirement needs. |
|
| KASE Wealth Advisors |
Evan |
Conley |
Financial Advisor |
(813) 769-9920 |
WM |
econley@kasewealth.com |
amacfarland@kasewealth.com |
4302 Henderson Blvd. Suite 201 |
Tampa |
FL |
33629 |
United States of America |
North America |
https://www.linkedin.com/in/evan-conley-aif®-7987716b/ |
|
2.014 |
|
|
https://www.linkedin.com/company/kase-wealth-advisors/ |
http://www.kasewealthadvisors.com/ |
KASE Wealth Advisors is a fully independent Wealth management advisory firm, focused on providing investment and financial planning advice. Our non-biased approach to investing is the foundation of our process to provide suitable solutions to our clients’ unique financial and retirement needs. |
|
| Katz Wealth Management - UBS Financial Services Inc. |
Jason |
Katz |
Managing Director, Wealth Management, Senior Portfolio Manager |
(212) 713-9201 |
WM |
jason.m.katz@ubs.com |
|
1285 Ave of the Americas, 15th, 16th,17th, + 18th Floors |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/jasonmaxwellkatz |
|
1.992 |
|
|
|
https://financialservicesinc.ubs.com/team/katz/ |
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, the #1 High Net Worth Advisor in New York by Forbes (Best-In-State, 2019 and 2020), our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. |
|
| Katz Wealth Management - UBS Financial Services Inc. |
Alexander |
Smith |
Senior Wealth Strategy Associate |
(212) 713-9204 |
WM |
alex.smith@ubs.com |
|
1285 Ave of the Americas, 15th, 16th,17th, + 18th Floors |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/alexanderdsmith/ |
|
1.992 |
|
|
|
https://financialservicesinc.ubs.com/team/katz/ |
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, the #1 High Net Worth Advisor in New York by Forbes (Best-In-State, 2019 and 2020), our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. |
|
| Katz Wealth Management - UBS Financial Services Inc. |
Evan |
Kresman |
Senior Wealth Strategy Associate |
(212) 713-9207 |
WM |
evan.kresman@ubs.com |
|
1285 Ave of the Americas, 15th, 16th,17th, + 18th Floors |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/ekresman/ |
|
1.992 |
|
|
|
https://financialservicesinc.ubs.com/team/katz/ |
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, the #1 High Net Worth Advisor in New York by Forbes (Best-In-State, 2019 and 2020), our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. |
|
| Katz Wealth Management - UBS Financial Services Inc. |
Ryan |
Pratt |
Senior Wealth Strategy Associate |
(212) 713-9202 |
WM |
ryan.pratt@ubs.com |
|
1285 Ave of the Americas, 15th, 16th,17th, + 18th Floors |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-pratt-cfp®-709185bb/ |
|
1.992 |
|
|
|
https://financialservicesinc.ubs.com/team/katz/ |
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, the #1 High Net Worth Advisor in New York by Forbes (Best-In-State, 2019 and 2020), our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. |
|
| Katz Wealth Management - UBS Financial Services Inc. |
Tommy |
Karavas |
Senior Wealth Strategy Associate |
(212) 713-8465 |
WM |
tommy.karavas@ubs.com |
|
1285 Ave of the Americas, 15th, 16th,17th, + 18th Floors |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/tommykaravas/ |
|
1.992 |
|
|
|
https://financialservicesinc.ubs.com/team/katz/ |
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, the #1 High Net Worth Advisor in New York by Forbes (Best-In-State, 2019 and 2020), our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. |
|
| Katz Wealth Management - UBS Financial Services Inc. |
Kenji |
Yoshikawa |
Senior Vice President, Wealth Management |
(212) 713-9248 |
WM |
kenji.yoshikawa@ubs.com |
|
1285 Ave of the Americas, 15th, 16th,17th, + 18th Floors |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/kenjiyoshikawa/ |
|
1.992 |
|
|
|
https://financialservicesinc.ubs.com/team/katz/ |
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, the #1 High Net Worth Advisor in New York by Forbes (Best-In-State, 2019 and 2020), our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies. |
|
| Kauffman Wealth Management |
Mitchell |
Kauffman |
Managing Director |
(626) 795-6874 |
WM |
mitchk@Kauffmanwm.com |
|
140 South Lake Avenue, Suite 307 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/mitchellkauffmancfp/ |
|
1.988 |
|
Mitchell.Kauffman@wfafinet.com |
|
https://kauffmanwm.com/ |
KWM Wealth Advisory is a separate entity from WFAFN. Mitchell Kauffman provides wealth management services to corporate executives, business owners, professionals, independent women, and the affluent. |
|
| Kayne Anderson Rudnick |
Spuds |
Powell |
Managing Director |
(310) 282-7945 |
WM |
spowell@kayne.com |
info@kayne.com |
1800 Avenue of the Stars, 2nd Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
|
|
1.984 |
$10 billion |
|
https://www.linkedin.com/company/kayne-anderson-rudnick |
https://kayne.com |
Kayne Anderson Rudnick Investment Management LLC operates as a wealth management firm. The Company manages portfolios for charitable organizations, corporations, pension and profit sharing plans, pooled funds, trusts, and estates. |
|
| Kayne Anderson Rudnick |
Randy |
Allen |
Senior Wealth Advisor |
(310) 284-5533 |
WM |
rallen@kayne.com |
info@kayne.com |
1800 Avenue of the Stars, 2nd Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/randy-allen-613abaa0/ |
|
1.984 |
$10 billion |
|
https://www.linkedin.com/company/kayne-anderson-rudnick |
https://kayne.com |
Kayne Anderson Rudnick Investment Management LLC operates as a wealth management firm. The Company manages portfolios for charitable organizations, corporations, pension and profit sharing plans, pooled funds, trusts, and estates. |
|
| Kayne Anderson Rudnick |
Darnel |
Bentz |
Senior Wealth Advisor |
(310) 284-5545 |
WM |
dbentz@kayne.com |
info@kayne.com |
1800 Avenue of the Stars, 2nd Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/darnelbentz/ |
|
1.984 |
$10 billion |
|
https://www.linkedin.com/company/kayne-anderson-rudnick |
https://kayne.com |
Kayne Anderson Rudnick Investment Management LLC operates as a wealth management firm. The Company manages portfolios for charitable organizations, corporations, pension and profit sharing plans, pooled funds, trusts, and estates. |
|
| Kayne Anderson Rudnick |
Curt |
Biren |
Senior Wealth Advisor |
(310) 284-6476 |
WM |
cbiren@kayne.com |
info@kayne.com |
1800 Avenue of the Stars, 2nd Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/curt-biren-cpwa®-1b3a9b1/ |
|
1.984 |
$10 billion |
|
https://www.linkedin.com/company/kayne-anderson-rudnick |
https://kayne.com |
Kayne Anderson Rudnick Investment Management LLC operates as a wealth management firm. The Company manages portfolios for charitable organizations, corporations, pension and profit sharing plans, pooled funds, trusts, and estates. |
|
| Kayne Anderson Rudnick |
Thomas |
Connaghan |
Senior Wealth Advisor |
(415) 486-6675 |
WM |
tconnaghan@kayne.com |
info@kayne.com |
1800 Avenue of the Stars, 2nd Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/tom-connaghan-49825aa/ |
|
1.984 |
$10 billion |
|
https://www.linkedin.com/company/kayne-anderson-rudnick |
https://kayne.com |
Kayne Anderson Rudnick Investment Management LLC operates as a wealth management firm. The Company manages portfolios for charitable organizations, corporations, pension and profit sharing plans, pooled funds, trusts, and estates. |
|
| Kb Financial Advisors |
Jackie |
Kleinman |
Principal |
(415) 905-5449 |
WM |
jackie@kbadvisors.com |
|
90 New Montgomery St Suite 1001 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jackiekleinman/ |
|
|
$33.2 million |
|
|
http://kbfinancialadvisors.com |
KB Financial Advisors provides financial planning and wealth management to tech industry professionals with stock options. We are conveniently located in the heart of San Francisco; our office may be just a short walk from yours. |
|
| Kb Financial Advisors |
Landon |
Loveall |
Partner |
(415) 905-5449 |
WM |
landon@kbadvisors.com |
|
90 New Montgomery St Suite 1001 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/landonloveall/ |
|
|
$33.2 million |
|
|
http://kbfinancialadvisors.com |
KB Financial Advisors provides financial planning and wealth management to tech industry professionals with stock options. We are conveniently located in the heart of San Francisco; our office may be just a short walk from yours. |
|
| KB Financial Companies, LLC |
James |
Kaplan |
Chief Executive Officer |
(609) 924-7250 |
WM |
jkaplan@kbfcllc.com |
|
300 Carnegie Center Drive, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/jameskaplan/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KB Financial Companies, LLC |
Mark |
Massad |
Corporate Director |
(609) 924-7250 |
WM |
mmassad@kbfcllc.com |
|
300 Carnegie Center Drive, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/mark-massad-91b390143/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KB Financial Companies, LLC |
Matthew |
Rozzi |
Chief Operating Officer |
(609) 924-7250 |
WM |
mrozzi@kbfcllc.com |
|
300 Carnegie Center Drive, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
|
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KB Financial Companies, LLC |
William |
Damora |
Senior Director, Co-Founder |
(609) 924-7250 |
WM |
bdamora@kbfcllc.com |
|
300 Carnegie Center Drive, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/williamdamora/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KB Financial Companies, LLC |
Cynthia |
Gavenda |
Managing Director, Family Office Services |
(609) 924-7250 |
WM |
cgavenda@kbfcllc.com |
|
300 Carnegie Center Drive, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/cynthiakendallgavenda/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KB Financial Companies, LLC |
Elliott |
Silverstein |
Managing Director, Wealth Management |
(609) 924-7250 |
WM |
esilverstein@kbfcllc.com |
|
300 Carnegie Center Drive, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/elliotsilverstein/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KB Financial Companies, LLC |
Steven |
Zeiger |
Managing Director, Wealth Management |
Direct: (609) 514-4715, Mobile: (917) 750-6201 |
WM |
Szeiger@kbfcllc.com |
|
300 Carnegie Center, Suite 240 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/stevenzeiger/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kbfinancial/ |
https://www.kbfinancialcompanies.com/ |
KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.
As your wealth grows, your needs can become more complex. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, multi-disciplined team of professionals. Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you. Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success. |
|
| KBK Wealth Management |
Alan |
Brachfeld |
Partner |
(212) 944-8501 |
WM |
alanb@kbkwealth.com |
info@kbkwealth.com |
28 West 44th Street |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/alanbrachfeld/ |
|
|
|
|
https://www.linkedin.com/company/kbk-wealth-management/ |
http://www.kbkwealth.com |
KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. |
|
| KBK Wealth Management |
Richard |
Kass |
Partner |
(212) 944-8501 |
WM |
richardk@kbkwealth.com |
info@kbkwealth.com |
28 West 44th Street |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/richard-kass-40084653/ |
|
|
|
|
https://www.linkedin.com/company/kbk-wealth-management/ |
http://www.kbkwealth.com |
KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. |
|
| KBK Wealth Management |
Michael |
Kessler |
Partner |
(212) 944-8501 |
WM |
mk@kbkwealth.com |
info@kbkwealth.com |
28 West 44th Street |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/michael-kessler-9b9a0354/ |
|
|
|
|
https://www.linkedin.com/company/kbk-wealth-management/ |
http://www.kbkwealth.com |
KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. |
|
| KBK Wealth Management |
Kristin |
Wetherall |
Operations Manager |
(212) 944-8501 |
WM |
kw@kbkwealth.com |
info@kbkwealth.com |
28 West 44th Street |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-wetherall-9424861/ |
|
|
|
|
https://www.linkedin.com/company/kbk-wealth-management/ |
http://www.kbkwealth.com |
KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. |
|
| KCP (The Pilots Wealth Management Group LLC) |
Robert |
Kuhn |
Financial Advisor |
(972) 591-6514 |
WM |
robert@kuhncp.com |
info@kuhncp.com |
1700 Alma Drive Suite 460 |
Plano |
TX |
75075 |
United States of America |
North America |
https://www.linkedin.com/in/rmkkcp/ |
|
|
|
|
|
https://kuhncp.com/ |
The focus of Kuhn Capital Partners is to deliver a truly diversified multi-asset class investment experience to individual clients. Our strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation, preservation and management, Kuhn Capital Partners serves financial advisors and their clients by providing high quality investment due diligence, asset allocation, portfolio construction and client communication services and access to quality alternatives to supplement the traditional stock/bonds and insurance instruments. |
|
| KCP (The Pilots Wealth Management Group LLC) |
Andrew |
Kuhn |
Director of Research |
(972) 591-6514 |
WM |
andrew@kuhncp.com |
info@kuhncp.com |
1700 Alma Drive Suite 460 |
Plano |
TX |
75075 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-m-kuhn-a9a968b5/ |
|
|
|
|
|
https://kuhncp.com/ |
The focus of Kuhn Capital Partners is to deliver a truly diversified multi-asset class investment experience to individual clients. Our strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation, preservation and management, Kuhn Capital Partners serves financial advisors and their clients by providing high quality investment due diligence, asset allocation, portfolio construction and client communication services and access to quality alternatives to supplement the traditional stock/bonds and insurance instruments. |
|
| KDM Investment Management Inc |
Jeff |
Martin |
President |
(630) 232-9097 |
WM |
jeff@kdminvest.com |
|
321 Stevens St, Ste R |
Geneva |
IL |
60134 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-martin-393b971/ |
|
2.010 |
|
|
https://www.linkedin.com/company/kdm-investment-management-inc- |
http://www.kdminvest.com |
KDM Investment Management is a fee-based Wealth Management firm serving the Chicago area. Our mission is to help individual investors and small institutions achieve their financial goals through our unique approach called Strategic Diversification. |
|
| Keane, Mathez & Cie |
Frank |
Keane |
Founder & Partner |
41 223 166 500 |
WM |
f.keane@keanemathez.ch |
info@keanemathez.ch |
Rue du Rhône 60 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/frank-keane-ciia-b188a04/ |
|
2.004 |
$669M |
|
https://www.linkedin.com/company/keane-mathez-cie/ |
http://www.keanemathez.ch/ |
Swiss wealth management firm. |
|
| Kearon Ashcroft Wealth Management - Morgan Stanley |
Christopher |
James Kearon |
Senior Vice President, Financial Advisor, Portfolio Management Director |
(610) 408-1904 |
WM |
Christopher.Kearon@morganstanley.com |
|
899 Cassatt Rd., Suite 100 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-kearon-0182483a/ |
|
|
|
|
|
https://advisor.morganstanley.com/kearon-ashcroft-wealth-management |
At The Kearon Ashcroft Wealth Management Group, we know it takes a deep understanding of our clients’ lifestyles and long-term goals to create financial strategies that strive to provide stability and security for the future. Whether it is sending children to a specific school, building a dream vacation home or passing assets to the next generation we are here to help. We are a distinctive team of dedicated professionals who believe that our clients are entitled to a different kind of working relationship; a relationship unlike any they have encountered at other firms. A relationship committed to helping them achieve a more rewarding life experience.
Working with many types of individuals and families has given each member of our team the experience, perspective and skill to help our clients build a financial future. We are professionals who can translate our clients’ goals into a personalized wealth plan—customized to the individuals and their future objectives. Moreover, because we work as part of a team, our clients will have access to Financial Advisors who understand their specific goals and strategies. |
|
| Kearon Ashcroft Wealth Management - Morgan Stanley |
Ryan |
William Ashcroft |
Vice President, Financial Advisor, Senior Portfolio Manager |
(610) 408-1960 |
WM |
Ryan.Ashcroft@morganstanley.com |
|
899 Cassatt Rd., Suite 100 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/ryanwashcroft/ |
|
|
|
|
|
https://advisor.morganstanley.com/kearon-ashcroft-wealth-management |
At The Kearon Ashcroft Wealth Management Group, we know it takes a deep understanding of our clients’ lifestyles and long-term goals to create financial strategies that strive to provide stability and security for the future. Whether it is sending children to a specific school, building a dream vacation home or passing assets to the next generation we are here to help. We are a distinctive team of dedicated professionals who believe that our clients are entitled to a different kind of working relationship; a relationship unlike any they have encountered at other firms. A relationship committed to helping them achieve a more rewarding life experience.
Working with many types of individuals and families has given each member of our team the experience, perspective and skill to help our clients build a financial future. We are professionals who can translate our clients’ goals into a personalized wealth plan—customized to the individuals and their future objectives. Moreover, because we work as part of a team, our clients will have access to Financial Advisors who understand their specific goals and strategies. |
|
| Kearon Ashcroft Wealth Management - Morgan Stanley |
Diana |
LeVasseur |
Senior Client Service Associate |
(610) 408-1905 |
WM |
diana.levasseur@morganstanley.com |
|
899 Cassatt Rd., Suite 100 |
Berwyn |
PA |
19312 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/kearon-ashcroft-wealth-management |
At The Kearon Ashcroft Wealth Management Group, we know it takes a deep understanding of our clients’ lifestyles and long-term goals to create financial strategies that strive to provide stability and security for the future. Whether it is sending children to a specific school, building a dream vacation home or passing assets to the next generation we are here to help. We are a distinctive team of dedicated professionals who believe that our clients are entitled to a different kind of working relationship; a relationship unlike any they have encountered at other firms. A relationship committed to helping them achieve a more rewarding life experience.
Working with many types of individuals and families has given each member of our team the experience, perspective and skill to help our clients build a financial future. We are professionals who can translate our clients’ goals into a personalized wealth plan—customized to the individuals and their future objectives. Moreover, because we work as part of a team, our clients will have access to Financial Advisors who understand their specific goals and strategies. |
|
| Kearon Ashcroft Wealth Management - Morgan Stanley |
Sandra |
Maus |
Senior Client Service Associate |
(610) 408-1942 |
WM |
sandra.m.maus@morganstanley.com |
|
899 Cassatt Rd., Suite 100 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/sandra-maus-13a57360/ |
|
|
|
|
|
https://advisor.morganstanley.com/kearon-ashcroft-wealth-management |
At The Kearon Ashcroft Wealth Management Group, we know it takes a deep understanding of our clients’ lifestyles and long-term goals to create financial strategies that strive to provide stability and security for the future. Whether it is sending children to a specific school, building a dream vacation home or passing assets to the next generation we are here to help. We are a distinctive team of dedicated professionals who believe that our clients are entitled to a different kind of working relationship; a relationship unlike any they have encountered at other firms. A relationship committed to helping them achieve a more rewarding life experience.
Working with many types of individuals and families has given each member of our team the experience, perspective and skill to help our clients build a financial future. We are professionals who can translate our clients’ goals into a personalized wealth plan—customized to the individuals and their future objectives. Moreover, because we work as part of a team, our clients will have access to Financial Advisors who understand their specific goals and strategies. |
|
| KEB Asset Management, LLC |
James |
Hagerman |
Managing Member |
(217) 789-0960 |
WM |
jamesh@kebcpa.com |
|
3200 Robbins Road Suite 200A |
Springfield |
IL |
62704 |
United States of America |
North America |
|
|
1.999 |
$336,209,338 |
|
https://www.linkedin.com/company/keb-asset-management-llc |
http://www.kamadvisors.com |
KEB Asset Management, LLC is an independent, Registered Investment Advisor. We serve as fiduciaries to all of our clients acting in their best interest at all times. We work with individuals, families, businesses, trusts, partnerships, not-for-profit organizations and retirement plans who wish to pursue long-term goals based on our strategic approach to managing wealth. |
|
| KEB Asset Management, LLC |
Susan |
Shackelford-Davis |
Director of Wealth Management |
(314) 231-6232 |
WM |
susansd@kebcpa.com |
|
3200 Robbins Road Suite 200A |
Springfield |
IL |
62704 |
United States of America |
North America |
https://www.linkedin.com/in/susan-shackelford-davis-0946318/ |
|
1.999 |
$336,209,338 |
|
https://www.linkedin.com/company/keb-asset-management-llc |
http://www.kamadvisors.com |
KEB Asset Management, LLC is an independent, Registered Investment Advisor. We serve as fiduciaries to all of our clients acting in their best interest at all times. We work with individuals, families, businesses, trusts, partnerships, not-for-profit organizations and retirement plans who wish to pursue long-term goals based on our strategic approach to managing wealth. |
|
| KEB Asset Management, LLC |
Trevor |
Wallner |
Senior Wealth Advisor |
(217) 789-0960 |
WM |
trevorw@kebcpa.com |
|
3200 Robbins Road Suite 200A |
Springfield |
IL |
62704 |
United States of America |
North America |
https://www.linkedin.com/in/trevor-wallner-608b2046/ |
|
1.999 |
$336,209,338 |
|
https://www.linkedin.com/company/keb-asset-management-llc |
http://www.kamadvisors.com |
KEB Asset Management, LLC is an independent, Registered Investment Advisor. We serve as fiduciaries to all of our clients acting in their best interest at all times. We work with individuals, families, businesses, trusts, partnerships, not-for-profit organizations and retirement plans who wish to pursue long-term goals based on our strategic approach to managing wealth. |
|
| Keebeck Wealth Management |
Bruce |
Lee |
Founder and CEO |
(312) 825-1200 |
WM |
blee@keebeck.com |
info@keebeck.com |
150 N. Riverside Plaza, Suite 1850 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-lee-abb169168/ |
|
2.018 |
|
|
https://www.linkedin.com/company/keebeck-wealth-management/ |
https://www.keebeck.com/ |
Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, and their multi-generational families. |
|
| Keebeck Wealth Management |
Joseph |
Polakoff |
Partner |
(312) 825-1200 |
WM |
jpolakoff@keebeck.com |
info@keebeck.com |
150 N. Riverside Plaza, Suite 1850 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-polakoff-1888b113/ |
|
2.018 |
|
|
https://www.linkedin.com/company/keebeck-wealth-management/ |
https://www.keebeck.com/ |
Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, and their multi-generational families. |
|
| Keenan Private Wealth Management |
Jim |
Keenan |
Owner |
(646) 274-1266 |
WM |
jim@keenanpwm.com |
info@keenanpwm.com |
535 5th Ave., 4th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jimkeenan360/ |
|
2.001 |
|
|
|
https://www.keenanpwm.com/ |
Keenan Private Wealth Management is an independent wealth consultancy based in New York City. We offer personalized Financial and Retirement Planning services to individuals and families with significant wealth. Our clients include corporate executives, entrepreneurs and professionals. Individual Needs are assessed over a period of the full lifecycle of investing, we are with you every step of the way. |
|
| Keener Financial Planning LLC |
Jean |
Keener |
Principal |
(917) 993-0401 |
WM |
jean@keenerfinancial.com |
info@keenerfinancial.com |
2626 Cole Avenue, 3rd Floor |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/jean-keener-cfp®-crpc®-500b8a3/ |
|
|
|
|
|
https://keenerfinancial.com/ |
Keener Financial Planning is flexible in providing a full range of comprehensive financial planning and investment advisor services. In fact, we think that’s one of the great reasons to work with us. Our favorite client relationship is an ongoing, comprehensive financial planning relationship because it provides you with the most in-depth financial analysis and support and gives us the best chance to get to know you, your values, and goals. However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit. |
|
| Keener Financial Planning LLC |
Rachel |
Songer |
Financial Planner |
(917) 993-0401 |
WM |
rachel@keenerfinancial.com |
info@keenerfinancial.com |
1692 Keller Parkway |
Keller |
TX |
76248 |
United States of America |
North America |
https://www.linkedin.com/in/rachel-songer-cfp®-8159ab52/ |
|
|
|
|
|
https://keenerfinancial.com/ |
Keener Financial Planning is flexible in providing a full range of comprehensive financial planning and investment advisor services. In fact, we think that’s one of the great reasons to work with us. Our favorite client relationship is an ongoing, comprehensive financial planning relationship because it provides you with the most in-depth financial analysis and support and gives us the best chance to get to know you, your values, and goals. However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit. |
|
| Keener Financial Planning LLC |
Patty |
Priddy |
Financial Planner |
(917) 993-0401 |
WM |
patty@keenerfinancial.com |
info@keenerfinancial.com |
2626 Cole Avenue, 3rd Floor |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/pattypriddy/ |
|
|
|
|
|
https://keenerfinancial.com/ |
Keener Financial Planning is flexible in providing a full range of comprehensive financial planning and investment advisor services. In fact, we think that’s one of the great reasons to work with us. Our favorite client relationship is an ongoing, comprehensive financial planning relationship because it provides you with the most in-depth financial analysis and support and gives us the best chance to get to know you, your values, and goals. However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit. |
|
| Kendrick Wealth Management |
Noah |
Kendrick |
Registered Principal |
(480) 887-8888 |
WM |
noah.kendrick@kendrickwm.com |
noah.kendrick@kendrickwm.com |
36600 North Pima Road, Suite 104, P.O. Box 797 |
Carefree |
AZ |
85377 |
United States of America |
North America |
https://www.linkedin.com/in/noahskendrick/ |
|
|
|
|
|
https://www.kendrickwm.com/ |
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. |
|
| Kennedy Black Wealth Management Ltd. |
Ben |
Smaje |
Chartered Financial Planner & Managing Director |
44 207 125-0224 |
WM |
ben.smaje@kennedyblack.com |
enquiries@kennedyblack.com |
1 Fore Street |
London |
|
EC2Y 9DT |
United Kingdom |
Europe |
https://www.linkedin.com/in/bensmaje/ |
|
2.009 |
£500M |
|
https://www.linkedin.com/company/kennedy-black-wealth-management |
http://www.kennedyblack.com/ |
Kennedy Black Wealth Management is a Chartered Financial Planning firm offering independent and unbiased financial planning for Private Clients. Based in the heart of the City of London, we specialise in servicing affluent professionals, high net worth individuals and successful business owners (including a number of tech entrepreneurs). |
|
| Kerr Financial Advisors Inc. |
Robert |
Kerr |
Chairman & Founder |
(416) 364-9447 |
WM |
rkerr@kerrfinancial.ca |
info@kerrfinancial.ca |
150 York Street Suite 1212 |
Toronto |
ON |
M5H 3S5 |
Canada |
North America |
https://www.linkedin.com/in/robert-j-kerr-bb801317/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
|
|
https://www.linkedin.com/company/kerr-financial/ |
http://kerrfinancial.ca/ |
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, MFO services, investment management and estate planning, all from the same team of financial professionals. The objective of our Full Service Family Office Wealth Management is to help you understand and maximize the true value of your family, being the sum of its human, social and intellectual capital facilitated by your financial capital. |
|
| Kerr Financial Advisors Inc. |
Krista |
Kerr |
President and COO |
(416) 364-9447 |
WM |
kkerr@kerrfinancial.ca |
info@kerrfinancial.ca |
150 York Street Suite 1212 |
Toronto |
ON |
M5H 3S5 |
Canada |
North America |
https://www.linkedin.com/in/klkerr/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
|
|
https://www.linkedin.com/company/kerr-financial/ |
http://kerrfinancial.ca/ |
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, MFO services, investment management and estate planning, all from the same team of financial professionals. The objective of our Full Service Family Office Wealth Management is to help you understand and maximize the true value of your family, being the sum of its human, social and intellectual capital facilitated by your financial capital. |
|
| Kerr Financial Advisors Inc. |
Gitta |
Kerr |
Partner, Tax Compliance and Estate Settlements |
(416) 364-9447 |
WM |
gkerr@kerrfinancial.ca |
info@kerrfinancial.ca |
150 York Street Suite 1212 |
Toronto |
ON |
M5H 3S5 |
Canada |
North America |
|
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
|
|
https://www.linkedin.com/company/kerr-financial/ |
http://kerrfinancial.ca/ |
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, MFO services, investment management and estate planning, all from the same team of financial professionals. The objective of our Full Service Family Office Wealth Management is to help you understand and maximize the true value of your family, being the sum of its human, social and intellectual capital facilitated by your financial capital. |
|
| Kerr Financial Advisors Inc. |
Carmen |
Melfi |
CFO, Principal |
(416) 364-9447 |
WM |
cmelfi@kerrfinancial.ca |
info@kerrfinancial.ca |
150 York Street Suite 1212 |
Toronto |
ON |
M5H 3S5 |
Canada |
North America |
|
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
|
|
https://www.linkedin.com/company/kerr-financial/ |
http://kerrfinancial.ca/ |
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, MFO services, investment management and estate planning, all from the same team of financial professionals. The objective of our Full Service Family Office Wealth Management is to help you understand and maximize the true value of your family, being the sum of its human, social and intellectual capital facilitated by your financial capital. |
|
| Kerr Financial Corporation |
Lynn |
Waterston |
Chief Operations Officer |
(514) 871-8213 |
WM |
lwaterston@kerrfinancial.ca |
montreal@kerrfinancial.ca |
1000 Sherbrooke St. W, Suite 1600 |
Montreal |
QC |
H3A 3G4 |
Canada |
North America |
https://www.linkedin.com/in/lynn-waterston-0263b122/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
|
|
https://www.linkedin.com/company/kelly-partners-chartered-accountants/ |
http://kerrfinancial.ca/ |
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, MFO services, investment management and estate planning, all from the same team of financial professionals. The objective of our Full Service Family Office Wealth Management is to help you understand and maximize the true value of your family, being the sum of its human, social and intellectual capital facilitated by your financial capital. |
Toronto Office:
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Canada
Phone: (416) 364-9447
Fax: (416) 364-0892 |
| Kerr Financial Corporation |
Robert |
Kerr |
Private Consultant |
(514) 871-8213 |
WM |
rkerr@kerrfinancial.ca |
montreal@kerrfinancial.ca |
1000 Sherbrooke St. W, Suite 1600 |
Montreal |
QC |
H3A 3G4 |
Canada |
North America |
https://www.linkedin.com/in/robert-kerr-a086406/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.979 |
|
|
https://www.linkedin.com/company/kelly-partners-chartered-accountants/ |
http://kerrfinancial.ca/ |
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, MFO services, investment management and estate planning, all from the same team of financial professionals. The objective of our Full Service Family Office Wealth Management is to help you understand and maximize the true value of your family, being the sum of its human, social and intellectual capital facilitated by your financial capital. |
Toronto Office:
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Canada
Phone: (416) 364-9447
Fax: (416) 364-0894 |
| Key Advisors Group |
Eddie |
Ghabour |
Partner |
(302) 645-4530 |
WM |
eghabour@keyadvisorsgroupllc.com |
ccampbell@keyadvisorsgroupllc.com |
33718 Wescoats Road Suite C |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/eddie-ghabour-767036a/ |
|
|
|
|
|
https://www.keyadvisorsgroupllc.com/ |
Key Advisors Group, LLC is an independent financial advisory company that focuses on providing customized retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future. The professionals at Key Advisors Group, LLC branch locations may offer securities through, Kestra Invesment Services, LLC member FINRA/SIPC, and/or offer Investment Advisory services through Kestra Advisory Services, LLC. |
|
| Key Advisors Group |
Doug |
Ferris |
Partner |
(302) 735-9909 |
WM |
dferris@keyadvisorsgroupllc.com |
ccampbell@keyadvisorsgroupllc.com |
33718 Wescoats Road Suite C |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/doug-ferris-a6542261/ |
|
|
|
|
|
https://www.keyadvisorsgroupllc.com/ |
Key Advisors Group, LLC is an independent financial advisory company that focuses on providing customized retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future. The professionals at Key Advisors Group, LLC branch locations may offer securities through, Kestra Invesment Services, LLC member FINRA/SIPC, and/or offer Investment Advisory services through Kestra Advisory Services, LLC. |
|
| Key Advisors Group |
Joseph |
Ghabour |
Wealth Advisor |
(302) 645-4530 |
WM |
jghabour@keyadvisorsgroupllc.com |
ccampbell@keyadvisorsgroupllc.com |
33718 Wescoats Road Suite C |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-joey-ghabour-067a46102/ |
|
|
|
|
|
https://www.keyadvisorsgroupllc.com/ |
Key Advisors Group, LLC is an independent financial advisory company that focuses on providing customized retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future. The professionals at Key Advisors Group, LLC branch locations may offer securities through, Kestra Invesment Services, LLC member FINRA/SIPC, and/or offer Investment Advisory services through Kestra Advisory Services, LLC. |
|
| Key Advisors Group |
Michael |
Redmond |
Wealth Advisor |
(302) 735-9909 |
WM |
mredmond@keyadvisorsgroupllc.com |
ccampbell@keyadvisorsgroupllc.com |
33718 Wescoats Road Suite C |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/michael-redmond-a3600b47/ |
|
|
|
|
|
https://www.keyadvisorsgroupllc.com/ |
Key Advisors Group, LLC is an independent financial advisory company that focuses on providing customized retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future. The professionals at Key Advisors Group, LLC branch locations may offer securities through, Kestra Invesment Services, LLC member FINRA/SIPC, and/or offer Investment Advisory services through Kestra Advisory Services, LLC. |
|
| Key Advisors Group |
Linley |
Booth |
Operations Director |
(302) 645-4530 |
WM |
lbooth@keyadvisorsgroupllc.com |
ccampbell@keyadvisorsgroupllc.com |
33718 Wescoats Road Suite C |
Lewes |
DE |
19958 |
United States of America |
North America |
|
|
|
|
|
|
https://www.keyadvisorsgroupllc.com/ |
Key Advisors Group, LLC is an independent financial advisory company that focuses on providing customized retirement planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future. The professionals at Key Advisors Group, LLC branch locations may offer securities through, Kestra Invesment Services, LLC member FINRA/SIPC, and/or offer Investment Advisory services through Kestra Advisory Services, LLC. |
|
| KeyPoint Wealth Advisory Inc. |
Denny |
Roman |
President & Founder |
(604) 620-8447 |
WM |
droman@keypointwealth.com |
info@keypointwealth.com |
Suite 205-2298 West 1st Avenue |
Vancouver |
BC |
V6K 1G1 |
Canada |
North America |
https://www.linkedin.com/in/denny-roman-cfa-ab8ab918/ |
|
2.013 |
|
|
https://www.linkedin.com/company/keypoint-wealth-advisory-inc-/about/ |
http://www.keypointwealth.com |
KeyPoint was founded on the belief that independent expertise is an integral component of wealth management. We understand that hard work and sacrifice have gone into earning and accumulating our clients' wealth so we bring the same commitment to preserving and growing that wealth. |
|
| Keystone Financial Strategies |
Jack |
Armstrong |
Managing Partner |
(717) 505-9796 |
WM |
jack@kfsadvisors.com |
brittany@kfsadvisors.com |
4225 West Market Street |
York |
PA |
17408 |
United States of America |
North America |
https://www.linkedin.com/in/jack-armstrong-5b856712/ |
Retirement Planning, Investment Managemen, Tax & Small Business Services, Estate Planning, Education Planning, Insurance Planning and Risk Management |
1.997 |
|
|
|
http://www.keystonefinancialstrategies.com/ |
Keystone Financial Strategies is a wealth management firm based in Central Pennsylvania serving both individuals and small business owners. We focus on all issues relating to your financial well being and provide solutions that are rooted in the priorities in life that are important to you. And as independent advisors, we address your financial challenges with sound advice. |
|
| Keystone Financial Strategies |
Jason |
Thorne |
Partner & Financial Advisor |
(717) 505-9796 |
WM |
jason@kfsadvisors.com |
brittany@kfsadvisors.com |
4225 West Market Street |
York |
PA |
17408 |
United States of America |
North America |
https://www.linkedin.com/in/jason-thorne-37708691/ |
Retirement Planning, Investment Managemen, Tax & Small Business Services, Estate Planning, Education Planning, Insurance Planning and Risk Management |
1.997 |
|
|
|
http://www.keystonefinancialstrategies.com/ |
Keystone Financial Strategies is a wealth management firm based in Central Pennsylvania serving both individuals and small business owners. We focus on all issues relating to your financial well being and provide solutions that are rooted in the priorities in life that are important to you. And as independent advisors, we address your financial challenges with sound advice. |
|
| Keystone Financial Strategies, Inc. |
Russell |
Paskett |
President/Wealth Management |
(208) 390-1894 |
WM |
rpaskett@aisgadvisor.com |
|
3340 Merlin Dr, Suite 100 |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/russpaskett/ |
|
|
|
|
|
https://www.keystonefinancialwealth.com/ |
Keystone Financial Strategies, Inc. in Idaho Falls, Idaho is a firm that specializes in wealth management, retirement planning, and insurance planning. We teach our clients about 13 Wealth Management Issues that are critical to the financial well-being of all financially successful individuals and families. As an independent advisory firm, we provide advice to guide our clients towards achieving their financial objectives. We implement a personalized service approach, and take the time to learn about each client’s unique needs and goals. We then work with our clients in creating a custom financial plan to address those needs. |
|
| Keystone Wealth Partners |
John |
Hagensen |
Founder and Managing Director |
(480) 782-1034 |
WM |
john@keystonewealthpartners.com |
info@keystonewealthpartners.com |
2801 E Camelback Rd., Ste 210 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/johnhagensen/ |
|
2.014 |
|
|
https://www.linkedin.com/company/keystone-wealth-partners-llc/ |
https://keystonewealthpartners.com/ |
Keystone Wealth Partners is a full-service wealth management firm located in Chandler, Arizona. Our diverse client base includes individuals, families, trusts, and corporate retirement plans. The majority of our clients are referred by existing clients and other professional advisors. We provide ongoing and dynamic advice to help your family or business make better financial decisions. For individual clients, this relationship rooted in trust often spans multiple generations. |
|
| Keystone Wealth Partners |
Ashley |
Naugle |
Director of Operations |
(480) 782-1034 |
WM |
ashley@keystonewealthpartners.com |
info@keystonewealthpartners.com |
2801 E Camelback Rd., Ste 210 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/ashley-naugle-45956714/ |
|
2.014 |
|
|
https://www.linkedin.com/company/keystone-wealth-partners-llc/ |
https://keystonewealthpartners.com/ |
Keystone Wealth Partners is a full-service wealth management firm located in Chandler, Arizona. Our diverse client base includes individuals, families, trusts, and corporate retirement plans. The majority of our clients are referred by existing clients and other professional advisors. We provide ongoing and dynamic advice to help your family or business make better financial decisions. For individual clients, this relationship rooted in trust often spans multiple generations. |
|
| Keystone Wealth Partners |
Perry |
Dufresne |
Financial Adviser |
(480) 782-1034 |
WM |
perry@keystonewealthpartners.com |
info@keystonewealthpartners.com |
2801 E Camelback Rd., Ste 210 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/perryd7/ |
|
2.014 |
|
|
https://www.linkedin.com/company/keystone-wealth-partners-llc/ |
https://keystonewealthpartners.com/ |
Keystone Wealth Partners is a full-service wealth management firm located in Chandler, Arizona. Our diverse client base includes individuals, families, trusts, and corporate retirement plans. The majority of our clients are referred by existing clients and other professional advisors. We provide ongoing and dynamic advice to help your family or business make better financial decisions. For individual clients, this relationship rooted in trust often spans multiple generations. |
|
| Keystone Wealth Partners |
Carlton |
Weber |
Financial Adviser |
(480) 782-1034 |
WM |
carlton@keystonewealthpartners.com |
info@keystonewealthpartners.com |
2801 E Camelback Rd., Ste 210 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/carlton-weber-7b99ab138/ |
|
2.014 |
|
|
https://www.linkedin.com/company/keystone-wealth-partners-llc/ |
https://keystonewealthpartners.com/ |
Keystone Wealth Partners is a full-service wealth management firm located in Chandler, Arizona. Our diverse client base includes individuals, families, trusts, and corporate retirement plans. The majority of our clients are referred by existing clients and other professional advisors. We provide ongoing and dynamic advice to help your family or business make better financial decisions. For individual clients, this relationship rooted in trust often spans multiple generations. |
|
| KIingman & Associates, LLC |
Gerard |
Klingman |
Founder and President |
(212) 867-7647 |
WM |
gklingman@klingmanria.com |
clooser@klingmanria.com |
120 West 45th Street Suite 3800 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/gerard-klingman-48909b21/ |
|
1.986 |
|
|
https://www.linkedin.com/company/klingman-and-associates-llc |
http://www.klingmanria.com |
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. |
|
| KIingman & Associates, LLC |
Michael |
Paley |
COO |
(212) 867-7647 |
WM |
mpaley@klingmanria.com |
clooser@klingmanria.com |
120 West 45th Street Suite 3800 |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/michaelpaley/ |
|
1.986 |
|
|
https://www.linkedin.com/company/klingman-and-associates-llc |
http://www.klingmanria.com |
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. |
|
| Kimery Wealth Management |
Kevin |
Kimery |
President & CEO |
(901) 291-5501 |
WM |
kevin.kimery@kimerywealth.com |
George.Connor@kimerywealth.com |
6410 Poplar Avenue, Suite 100 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-d-kimery-94136011/ |
|
2.017 |
|
|
https://www.linkedin.com/company/kimery-wealth-management/ |
http://www.kimerywealth.com |
Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits. |
|
| Kimery Wealth Management |
Matthew |
Heffington |
Senior Investment Advisor / Partner |
(901) 291-5502 |
WM |
matthew.heffington@kimerywealth.com |
George.Connor@kimerywealth.com |
6410 Poplar Avenue, Suite 100 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-heffington-4b47bb72/ |
|
2.017 |
|
|
https://www.linkedin.com/company/kimery-wealth-management/ |
http://www.kimerywealth.com |
Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits. |
|
| Kimery Wealth Management |
Ron |
Behymer |
Senior Investment Advisor |
(901) 291-5512 |
WM |
Ron.Behymer@kimerywealth.com |
George.Connor@kimerywealth.com |
6410 Poplar Avenue, Suite 100 |
Memphis |
TN |
38119 |
United States of America |
North America |
https://www.linkedin.com/in/ron-behymer-44b682161/ |
|
2.017 |
|
|
https://www.linkedin.com/company/kimery-wealth-management/ |
http://www.kimerywealth.com |
Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits. |
|
| Kingdom Capital Management, Inc. |
Kenny |
Madori |
CEO & Portfolio Manager |
(480) 702-2717 |
WM |
kmadori@kingdomcapitalm.com |
IR@kingdomcapitalm.com |
2550 W Union Hills Dr., Suite 350 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
|
|
2.017 |
|
|
https://www.linkedin.com/company/kingdom-capital-management-limited/ |
https://kinnymadori.us1.advisor.ws/about-us |
Kingdom Capital Management, Inc. is a registered investment adviser firm based in Phoenix, Arizona. The firm was founded in 2014 by Kinny R. Madori, who serves as the chief executive officer and oversees all investment activity. Kingdom Capital focuses on growing clients' assets by employing a disciplined, patient, value-oriented approach to investing, using fundamental research analysis. |
|
| Kingsview Asset Management |
Scott |
Martin |
Chief Investment Officer |
(312) 273-5110 |
WM |
smartin@kingsviewam.com |
info@kingsviewam.com |
111 W Jackson Blvd Suite 1140 |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/scottymarkets/ |
|
|
$376 million |
|
https://www.linkedin.com/company/kingsview/ |
http://www.kingsview.com |
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. |
|
| Kingsview Asset Management |
Todd |
Confarotta |
Regional Managing Director |
(843) 628-1120 |
WM |
tconfarotta@kingsviewam.com |
info@kingsviewam.com |
111 W Jackson Blvd Suite 1140 |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/todd-confarotta-7a739a78/ |
|
|
$376 million |
|
https://www.linkedin.com/company/kingsview/ |
http://www.kingsview.com |
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. |
|
| Kingwest & Company |
Tim |
Regan |
Managing Director & Portfolio Manager |
(416) 927-7740 |
WM |
tregan@kingwest.com |
compliance@kingwest.com |
86 Avenue Road |
Toronto |
ON |
M5R 2H2 |
Canada |
North America |
https://www.linkedin.com/in/tim-regan-759012b/ |
|
1.982 |
$1.2 billion |
|
https://www.linkedin.com/company/kingwest-&-company |
http://www.kingwest.com |
Kingwest & Company is a Toronto-based value investment manager with a proven, repeatable process since 1982. Known for a personalized approach to service, Kingwest currently manages in excess of $1.4 billion for Individual and Institutional investors. |
|
| KJ Harrison & Partners Inc. |
Joel |
Clark |
CEO & Portfolio Manager |
(416) 867-8577 |
WM |
jc@kjharrison.com |
info@kjharrison.com |
60 Bedford Road |
Toronto |
ON |
M5R 2K2 |
Canada |
North America |
https://www.linkedin.com/in/joelclarkkjh/ |
|
2.001 |
$1 billion |
|
https://www.linkedin.com/company/k-j-harrison-&-partners-inc-/ |
https://kjharrison.com/ |
Established in 2001, KJ Harrison is an independent investment firm located in Toronto.
KJ Harrison provides advice and investment strategies to high net worth individuals and families. We focus our efforts towards two key objectives: generating solid long-term risk adjusted rates of return and delivering exceptional client service and advice around the complexities of wealth. |
|
| KJ Harrison & Partners Inc. |
Sarah |
Bull |
Partner and Portfolio Manager |
(416) 867-8272 |
WM |
sb@kjharrison.com |
info@kjharrison.com |
60 Bedford Road |
Toronto |
ON |
M5R 2K2 |
Canada |
North America |
https://www.linkedin.com/in/sarahbull/ |
|
2.001 |
$1 billion |
|
https://www.linkedin.com/company/k-j-harrison-&-partners-inc-/ |
https://kjharrison.com/ |
Established in 2001, KJ Harrison is an independent investment firm located in Toronto.
KJ Harrison provides advice and investment strategies to high net worth individuals and families. We focus our efforts towards two key objectives: generating solid long-term risk adjusted rates of return and delivering exceptional client service and advice around the complexities of wealth. |
|
| KJ Harrison & Partners Inc. |
Philip |
Lieberman |
Partner and Portfolio Manager |
(416) 867-8591 |
WM |
plieberman@kjharrison.com |
info@kjharrison.com |
60 Bedford Road |
Toronto |
ON |
M5R 2K2 |
Canada |
North America |
https://www.linkedin.com/in/philiplieberman/ |
|
2.001 |
$1 billion |
|
https://www.linkedin.com/company/k-j-harrison-&-partners-inc-/ |
https://kjharrison.com/ |
Established in 2001, KJ Harrison is an independent investment firm located in Toronto.
KJ Harrison provides advice and investment strategies to high net worth individuals and families. We focus our efforts towards two key objectives: generating solid long-term risk adjusted rates of return and delivering exceptional client service and advice around the complexities of wealth. |
|
| Klein Financial LLC |
Michael |
Klein |
Owner |
(480) 981-1333 |
WM |
mike@kleinfinancialllc.com |
|
4824 East Baseline Road Suite 135 |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
https://www.kleinfinancialllc.com/ |
Welcome to Klein Financial. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor's mission is to enhance your life by helping create sound, financial strategies. |
|
| KLS Professional Advisors Group, LLC |
Georgia |
Pangle |
Managing Director |
(212) 355-0346 |
WM |
gpangle@klsadvisors.com |
|
1325 Avenue of the Americas 14th Floor |
New York |
NY |
10019 |
United States of America |
North America |
|
|
2.004 |
$5, 814 million |
|
|
https://www.klsadvisors.com/ |
KLS Professional Advisors Group, LLC offers financial advisory services. The Company provides wealth management, portfolio construction, estate planning, insurance, financial planning, and portfolio management services to individuals, high net worth individuals, pension and profit sharing plans, and corporations. KLS Professional Advisors Group operates in the United States. |
|
| KLW Wealth |
Mike |
Lambrects |
Partner, Branch Manager |
(954) 488-3733 |
WM |
mike@klwwealth.com |
advisors@klwwealth.com |
888 SE 3rd Avenue, Suite 401 |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/mikerlambrechts/ |
|
2.016 |
|
|
https://www.linkedin.com/company/klwwealth/ |
https://klwwealth.com |
KL Wealth Advisors is a boutique wealth management and financial planning firm that serves business owners and retirees. |
|
| KLW Wealth |
Charles |
Woldenberg |
Partner |
(954) 488-3734 |
WM |
charles@klwwealth.com |
advisors@klwwealth.com |
888 SE 3rd Avenue, Suite 401 |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/charles-woldenberg-525920137/ |
|
2.016 |
|
|
https://www.linkedin.com/company/klwwealth/ |
https://klwwealth.com |
KL Wealth Advisors is a boutique wealth management and financial planning firm that serves business owners and retirees. |
|
| KM Wealth Management |
Michael |
Mullis |
Managing Partner, Wealth Manager |
(205) 733-8006 |
WM |
michael@kmwealthmanagement.com |
info@kmwealthmanagement.com |
2008 Stonegate Trail, Ste. 112 |
Vestavia Hills |
AL |
35242 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mullis-6b766036/ |
|
1.987 |
|
|
https://www.linkedin.com/company/kelley-&-mullis-wealth-management/ |
http://kmwealthmanagement.com |
Kelley & Mullis Wealth Management was founded over 25 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients.
Kelley & Mullis Wealth Management primarily focuses on providing a high level of service and accepts new clients on a regular basis. Our advisors are open to new clients of all levels of income because we know that each person's assets are equally important regardless of the amount. As a wealth management firm, we strive to provide our clients with the highest quality financial services to those who need it most. |
|
| KM Wealth Management |
Melissa |
Brown |
COO |
(205) 733-8006 |
WM |
melissa@kmwealthmanagement.com |
info@kmwealthmanagement.com |
2008 Stonegate Trail, Ste. 112 |
Vestavia Hills |
AL |
35242 |
United States of America |
North America |
https://www.linkedin.com/in/melissa-brown-99b97a53/ |
|
1.987 |
|
|
https://www.linkedin.com/company/kelley-&-mullis-wealth-management/ |
http://kmwealthmanagement.com |
Kelley & Mullis Wealth Management was founded over 25 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients.
Kelley & Mullis Wealth Management primarily focuses on providing a high level of service and accepts new clients on a regular basis. Our advisors are open to new clients of all levels of income because we know that each person's assets are equally important regardless of the amount. As a wealth management firm, we strive to provide our clients with the highest quality financial services to those who need it most. |
|
| KM Wealth Management and Kamphuis, Marcello & Searing Wealth Management |
Joel |
Kamphuis |
CoFounder |
Office: (954) 315-3810 Ext. 203, Direct: (954) 762-7177, Mobile: (954) 494-3313 |
WM |
Joel@KMWealth.net |
|
350 SE 2nd Street, Suite 1560 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/joelkamphuis/ |
|
2.010 |
|
|
https://www.linkedin.com/company/km-wealth-management/about/ |
https://www.kmwealth.net/ |
KM Wealth Management is committed to helping people pursue their financial goals. As an independent branch office of Summit Financial Networks, we have access to a wide range of financial products and services for individuals and business owners. We believe the information we provide you will better enable you to identify your goals and make sound decisions to help reach them. |
|
| KM Wealth Management and Kamphuis, Marcello & Searing Wealth Management |
Anthony |
Marcello |
CoFounder |
Mobile: (954) 494-3313 |
WM |
Anthony@kmwealth.net |
|
350 SE 2nd Street, Suite 1560 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/anthonymarcelloiii/ |
|
2.010 |
|
|
https://www.linkedin.com/company/km-wealth-management/about/ |
https://www.kmwealth.net/ |
KM Wealth Management is committed to helping people pursue their financial goals. As an independent branch office of Summit Financial Networks, we have access to a wide range of financial products and services for individuals and business owners. We believe the information we provide you will better enable you to identify your goals and make sound decisions to help reach them. |
|
| KMG Private Wealth Management |
Jim |
Koliatsis |
Managing Partner |
(847) 679-7889 |
WM |
jim@kmgprivatewealth.com |
info@kmgprivatewealth.com |
4711 Golf Rd., Suite 705 |
Skokie |
IL |
60076 |
United States of America |
North America |
https://www.linkedin.com/in/jimkoliatsis/ |
|
|
|
|
https://www.linkedin.com/company/kmg-private-wealth-management/about/ |
https://www.kmgwm.com/ |
KMG Wealth Management recognizes the vital link between individual effort and group achievement to meet the needs of our clients.
Comprehensive financial planning is a wellness plan for your financial situation. Our Standard of Care Model helps us design a plan focused on your unique stage in life: Accumulators, Pre-retirees, Retirees, Seasoned retirees.
KMG Wealth Management recognizes the vital link between individual effort and group achievement to meet the needs of our clients. We strive to give our clients confidence that they will have a team of professionals working for them. |
|
| KMG Private Wealth Management |
Ryan |
McCain |
Senior Partner |
(847) 679-7889 |
WM |
ryan@kmgprivatewealth.com |
info@kmgprivatewealth.com |
4711 Golf Rd., Suite 705 |
Skokie |
IL |
60076 |
United States of America |
North America |
https://www.linkedin.com/in/ryanmccain/ |
|
|
|
|
https://www.linkedin.com/company/kmg-private-wealth-management/about/ |
https://www.kmgwm.com/ |
KMG Wealth Management recognizes the vital link between individual effort and group achievement to meet the needs of our clients.
Comprehensive financial planning is a wellness plan for your financial situation. Our Standard of Care Model helps us design a plan focused on your unique stage in life: Accumulators, Pre-retirees, Retirees, Seasoned retirees.
KMG Wealth Management recognizes the vital link between individual effort and group achievement to meet the needs of our clients. We strive to give our clients confidence that they will have a team of professionals working for them. |
|
| KMG Private Wealth Management |
Greg |
Tong |
Managing Partner |
(847) 679-7889 |
WM |
greg@kmgprivatewealth.com |
info@kmgprivatewealth.com |
4711 Golf Rd., Suite 705 |
Skokie |
IL |
60076 |
United States of America |
North America |
https://www.linkedin.com/in/gregtong/ |
|
|
|
|
https://www.linkedin.com/company/kmg-private-wealth-management/about/ |
https://www.kmgwm.com/ |
KMG Wealth Management recognizes the vital link between individual effort and group achievement to meet the needs of our clients.
Comprehensive financial planning is a wellness plan for your financial situation. Our Standard of Care Model helps us design a plan focused on your unique stage in life: Accumulators, Pre-retirees, Retirees, Seasoned retirees.
KMG Wealth Management recognizes the vital link between individual effort and group achievement to meet the needs of our clients. We strive to give our clients confidence that they will have a team of professionals working for them. |
|
| Kolinsky Wealth |
Steven |
Kolinsky |
Managing Member & Founder |
(201) 474-4011 |
WM |
skolinsky@kolinskywealth.com |
|
500 North Franklin Turnpike Suite 104 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/kolinskywealth/ |
|
1.982 |
|
|
https://www.linkedin.com/company/kolinsky-wealth-management/ |
https://kolinskywealth.com/ |
Kolinsky Wealth Management, LLC is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to meet your financial goals. |
|
| Kolinsky Wealth |
Jason |
Kolinsky |
Partner |
(201) 474-4011 |
WM |
jkolinsky@kolinskywealth.com |
|
500 North Franklin Turnpike Suite 104 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/jasonkolinsky/ |
|
1.982 |
|
|
https://www.linkedin.com/company/kolinsky-wealth-management/ |
https://kolinskywealth.com/ |
Kolinsky Wealth Management, LLC is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to meet your financial goals. |
|
| Kolinsky Wealth |
Chad |
Kolinsky |
Vice President |
Office: (201) 474-4011 Ext. 302, Direct: (201) 474-4013 |
WM |
ckolinsky@kolinskywealth.com |
|
500 North Franklin Turnpike Suite 104 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/chadkolinsky/ |
|
1.982 |
|
|
https://www.linkedin.com/company/kolinsky-wealth-management/ |
https://kolinskywealth.com/ |
Kolinsky Wealth Management, LLC is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to meet your financial goals. |
|
| Kolinsky Wealth |
Maria |
Tringali |
Director of Insurance Services |
(201) 474-4011 |
WM |
mtringali@kolinskywealth.com |
|
500 North Franklin Turnpike Suite 104 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/maria-tringali-03969245/ |
|
1.982 |
|
|
https://www.linkedin.com/company/kolinsky-wealth-management/ |
https://kolinskywealth.com/ |
Kolinsky Wealth Management, LLC is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to meet your financial goals. |
|
| Kotak Wealth |
Uday |
Kotak |
Managing Director and CEO |
91 22 6166 0000 |
WM |
uday.kotak@kotak.com |
|
Bandra Kurla Complex 27 BKC, C 27 G Block Bandra (East) |
Mumbai |
|
400 051 |
India |
Asia |
|
|
2.004 |
|
ceo@kotak.com |
https://www.linkedin.com/company/kotakwealth/ |
https://www.kotak.com/en/wealth.html |
Kotak Wealth Management is Kotak Mahindra Bank’s private banking arm and provides financial advice to some of the most distinguished high net worth families in the country. Its client base ranges from entrepreneurs to business families and employed professionals, including over 40% of India’s top-100 families (Forbes India Rich List, 2017). It offers customised financial solutions for high net worth clients, basis profile and investment objectives. |
|
| Kotak Wealth |
Dipak |
Gupta |
Joint Managing Director |
91 22 6166 0000 |
WM |
dipak.gupta@kotak.com |
|
Bandra Kurla Complex 27 BKC, C 27 G Block Bandra (East) |
Mumbai |
|
400 051 |
India |
Asia |
https://www.linkedin.com/in/dipak-gupta-180633/ |
|
2.004 |
|
jmd.dg@kotak.com |
https://www.linkedin.com/company/kotakwealth/ |
https://www.kotak.com/en/wealth.html |
Kotak Wealth Management is Kotak Mahindra Bank’s private banking arm and provides financial advice to some of the most distinguished high net worth families in the country. Its client base ranges from entrepreneurs to business families and employed professionals, including over 40% of India’s top-100 families (Forbes India Rich List, 2017). It offers customised financial solutions for high net worth clients, basis profile and investment objectives. |
|
| Kovack Securities, Inc. |
Brian |
Kovack |
Co-Founder & President |
(954) 782-4771 |
WM |
brian@kovacksecurities.com |
info@kovacksecurities.com |
6451 North Federal Highway Suite 1201 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/brian-kovack-esq-a14374101/ |
|
1.997 |
$12.2B |
|
https://www.linkedin.com/company/kovack-securities/ |
http://kovacksecurities.com/ |
KSI is a powerful partner for entrepreneurial financial advisors seeking to create their own successful business. Since our inception, helping financial representatives and advisors establish competitive, independent practices has been the primary focus of the Firm. Our successful, independent financial advisors share our vision in providing the quality of financial advice we believe every client deserves and have helped KSI grow to become one of the country's largest independent broker/dealers.
Kovack Securities and Kovack Advisors are focused on providing our advisors with the services, tools, resources and training to help manage the complexities of running their own practices. In turn, our advisors are able to focus on the needs, goals and objectives of their clients rather than office logistics. |
|
| Kovitz Investment Group |
Mitchell |
Kovitz |
Founder & Principal, Portfolio Manager |
(312) 334-7301 |
WM |
mkovitz@kovitz.com |
info@kovitz.com |
115 South LaSalle Street 27th Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/mitch-kovitz-54500529/ |
|
2.003 |
$3 billion |
|
https://www.linkedin.com/company/kovitz/ |
http://www.kovitz.com/ |
Kovitz Investment Group (KIG), is an independently-managed, registered investment adviser, founded in 2003. KIG is dedicated to providing best-in-class investment solutions for high net worth individuals, institutions, and financial professionals. |
|
| Kovitz Investment Group |
Jonathan |
Shapiro |
Founder & Principal, Portfolio Manager |
(312) 334-7324 |
WM |
jshapiro@kovitz.com |
info@kovitz.com |
115 South LaSalle Street 27th Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-shapiro-269016a/ |
|
2.003 |
$3 billion |
|
https://www.linkedin.com/company/kovitz/ |
http://www.kovitz.com/ |
Kovitz Investment Group (KIG), is an independently-managed, registered investment adviser, founded in 2003. KIG is dedicated to providing best-in-class investment solutions for high net worth individuals, institutions, and financial professionals. |
|
| Kovitz Investment Group |
Joel |
Hirsh |
Principal, Portfolio Manager |
(312) 334-7307 |
WM |
jhirsh@kovitz.com |
info@kovitz.com |
115 South LaSalle Street 27th Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/joel-hirsh-cfa-978016a/ |
|
2.003 |
$3 billion |
|
https://www.linkedin.com/company/kovitz/ |
http://www.kovitz.com/ |
Kovitz Investment Group (KIG), is an independently-managed, registered investment adviser, founded in 2003. KIG is dedicated to providing best-in-class investment solutions for high net worth individuals, institutions, and financial professionals. |
|
| Kovitz Investment Group |
Mark |
Rosland |
Principal, Investment Committee Member |
(312) 334-7322 |
WM |
mrosland@kovitz.com |
info@kovitz.com |
115 South LaSalle Street 27th Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/mark-rosland-5aa03aa/ |
|
2.003 |
$3 billion |
|
https://www.linkedin.com/company/kovitz/ |
http://www.kovitz.com/ |
Kovitz Investment Group (KIG), is an independently-managed, registered investment adviser, founded in 2003. KIG is dedicated to providing best-in-class investment solutions for high net worth individuals, institutions, and financial professionals. |
|
| Kovitz Investment Group |
Jason |
Petitte |
Principal, Equity Research |
(312) 334-7311 |
WM |
jpetitte@kovitz.com |
info@kovitz.com |
115 South LaSalle Street 27th Floor |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/jason-petitte-91b5b2107/ |
|
2.003 |
$3 billion |
|
https://www.linkedin.com/company/kovitz/ |
http://www.kovitz.com/ |
Kovitz Investment Group (KIG), is an independently-managed, registered investment adviser, founded in 2003. KIG is dedicated to providing best-in-class investment solutions for high net worth individuals, institutions, and financial professionals. |
|
| KR Financial Services, Inc. |
Jeffrey |
Koch |
President |
|
WM |
jeff@kr-cpa.com |
|
4700 Sheridan Street Building P |
Hollywood |
FL |
33021 |
United States of America |
North America |
|
|
|
|
|
|
http://www.krfinancialservices.com/ |
KR Financial Services. strives to provide clients with exceptional portfolio management services. Using extensive research and market analysis, backed by sound investment principles, we endeavor to produce respectable, risk adjusted returns for our clients. |
|
| KR Financial Services, Inc. |
Bernard |
Schinder |
Vice-President |
|
WM |
bschinder@kr-cpa.com |
|
4700 Sheridan Street Building P |
Hollywood |
FL |
33021 |
United States of America |
North America |
|
|
|
|
|
|
http://www.krfinancialservices.com/ |
KR Financial Services. strives to provide clients with exceptional portfolio management services. Using extensive research and market analysis, backed by sound investment principles, we endeavor to produce respectable, risk adjusted returns for our clients. |
|
| KR Financial Services, Inc. |
Richard |
Russo |
Senior Vice-President |
|
WM |
rrusso@kr-cpa.com |
|
4700 Sheridan Street Building P |
Hollywood |
FL |
33021 |
United States of America |
North America |
|
|
|
|
|
|
http://www.krfinancialservices.com/ |
KR Financial Services. strives to provide clients with exceptional portfolio management services. Using extensive research and market analysis, backed by sound investment principles, we endeavor to produce respectable, risk adjusted returns for our clients. |
|
| KR Financial Services, Inc. |
Joyce |
Segal |
Director of Administration |
|
WM |
jsegal@kr-cpa.com |
|
4700 Sheridan Street Building P |
Hollywood |
FL |
33021 |
United States of America |
North America |
|
|
|
|
|
|
http://www.krfinancialservices.com/ |
KR Financial Services. strives to provide clients with exceptional portfolio management services. Using extensive research and market analysis, backed by sound investment principles, we endeavor to produce respectable, risk adjusted returns for our clients. |
|
| Kraft Asset Management, LLC |
Stephen |
High |
Chief Manager |
(615) 782-4286 |
WM |
stephen@kraftasset.com |
|
555 Great Circle Rd |
Nashville |
TN |
33021 |
United States of America |
North America |
https://www.linkedin.com/in/sphigh/ |
|
|
$216,863,351 |
|
|
http://kraftasset.com/ |
Kraft Asset Management (KAM) is a wholly owned subsidiary of KraftCPAs based in Nashville, Tennessee. Our leadership team seeks to help our clients determine and implement appropriate investment strategies based on their individual risk tolerance, financial objectives, investment time horizon and need for income. Our strategic network gives us access to experts in every area of financial planning. |
|
| Kraft Asset Management, LLC |
Cortney |
Cost |
Associate Wealth Advisor & Chief Compliance Officer |
(615) 782-4261 |
WM |
cortney@kraftasset.com |
|
555 Great Circle Rd |
Nashville |
TN |
33021 |
United States of America |
North America |
https://www.linkedin.com/in/cortneycost/ |
|
|
$216,863,351 |
|
|
http://kraftasset.com/ |
Kraft Asset Management (KAM) is a wholly owned subsidiary of KraftCPAs based in Nashville, Tennessee. Our leadership team seeks to help our clients determine and implement appropriate investment strategies based on their individual risk tolerance, financial objectives, investment time horizon and need for income. Our strategic network gives us access to experts in every area of financial planning. |
|
| Krause Capital |
Phillip |
Krause |
Principal |
(954) 372 1072 |
WM |
Phillip.Krause@krausecapital.com |
info@krausecapital.com |
401 East Las Olas Boulevard, Suite 1400 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/phillipmkrause/ |
|
2.007 |
|
|
https://www.linkedin.com/company/krause-capital-investments-inc./ |
http://www.krausecapital.com/ |
Krause Capital Investments is a full service, wealth management and employee benefits planning firm.
KCI specializes in the areas of insurance, investment advisory, employee benefits consulting and employee education. |
|
| Krause Capital |
Michael |
Erbaio |
EVP |
(954) 372 1072 |
WM |
michael.erbaio@krausecapital.com |
info@krausecapital.com |
401 East Las Olas Boulevard, Suite 1400 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/michael-erbaio-43877466/ |
|
2.007 |
|
|
https://www.linkedin.com/company/krause-capital-investments-inc./ |
http://www.krausecapital.com/ |
Krause Capital Investments is a full service, wealth management and employee benefits planning firm.
KCI specializes in the areas of insurance, investment advisory, employee benefits consulting and employee education. |
|
| Krause Capital |
Alexandra |
Bennett |
Operations Manager |
(954) 372 1072 |
WM |
alexandra.bennett@krausecapital.com |
info@krausecapital.com |
401 East Las Olas Boulevard, Suite 1400 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/alexandra-bennett-938071137/ |
|
2.007 |
|
|
https://www.linkedin.com/company/krause-capital-investments-inc./ |
http://www.krausecapital.com/ |
Krause Capital Investments is a full service, wealth management and employee benefits planning firm.
KCI specializes in the areas of insurance, investment advisory, employee benefits consulting and employee education. |
|
| Krietzberg Wealth Management |
Curtis |
Krietberg |
Principal |
(732) 383-2060 |
WM |
Curtis@KrietzbergWealth.com |
info@krietzbergwealth.com |
125 Half Mile Road, Suite 102 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/curtis-krietzberg-cfa-mba-09a89412/ |
|
2.005 |
|
|
https://www.linkedin.com/company/krietzberg-wealth-management/ |
https://www.krietzbergwealth.com/ |
At Krietzberg Wealth Management, we are your financial architects – we’ll work with you to design a comprehensive and well-thought out strategy to help you successfully arrive at the future you’re dreaming up in your head. With our thorough investment management* method, our personalized financial, retirement and estate planning, and our objective risk management solutions, we’ll help you complete your entire financial picture. |
|
| Krietzberg Wealth Management |
David |
Krietberg |
Principal |
(732) 383-2061 |
WM |
David@KrietzbergWealth.com |
info@krietzbergwealth.com |
125 Half Mile Road, Suite 102 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/david-krietzberg-cfp®-mba-cbec®-3a28283/ |
|
2.005 |
|
|
https://www.linkedin.com/company/krietzberg-wealth-management/ |
https://www.krietzbergwealth.com/ |
At Krietzberg Wealth Management, we are your financial architects – we’ll work with you to design a comprehensive and well-thought out strategy to help you successfully arrive at the future you’re dreaming up in your head. With our thorough investment management* method, our personalized financial, retirement and estate planning, and our objective risk management solutions, we’ll help you complete your entire financial picture. |
|
| Krietzberg Wealth Management |
Tricia |
Krietzberg |
Practice Manager |
(732) 383-2061 |
WM |
Trish@KrietzbergWealth.com |
info@krietzbergwealth.com |
125 Half Mile Road, Suite 102 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/triciakrietzbergapr/ |
|
2.005 |
|
|
https://www.linkedin.com/company/krietzberg-wealth-management/ |
https://www.krietzbergwealth.com/ |
At Krietzberg Wealth Management, we are your financial architects – we’ll work with you to design a comprehensive and well-thought out strategy to help you successfully arrive at the future you’re dreaming up in your head. With our thorough investment management* method, our personalized financial, retirement and estate planning, and our objective risk management solutions, we’ll help you complete your entire financial picture. |
|
| Kristal.AI |
Asheesh |
Chanda |
Founder and CEO |
Direct: 65 9787 2429 |
WM |
asheesh@kristal.ai |
|
8 Shenton Way, #50-03 AXA Tower |
Singapore |
|
068811 |
Singapore |
Asia |
https://www.linkedin.com/in/asheesh-chanda-171a51/ |
|
2.016 |
|
|
https://www.linkedin.com/company/kristal.ai/?refCode=SCREENER_LANDING_PAGE |
https://kristal.ai/ |
Kristal.AI is a Digital-First Private Wealth Platform giving investors access to curated portfolios from the world's top Portfolio Managers. Our proprietary algorithm helps you choose the best investment strategies to meet your financial goals. |
|
| Kristal.AI |
Hilda |
Tan |
Relationship Manager |
65 8511 9486 |
WM |
hilda@kristal.ai |
|
8 Shenton Way, #50-03 AXA Tower |
Singapore |
|
068811 |
Singapore |
Asia |
https://www.linkedin.com/in/hildatanyx/ |
|
2.016 |
|
|
https://www.linkedin.com/company/kristal.ai/?refCode=SCREENER_LANDING_PAGE |
https://kristal.ai/ |
Kristal.AI is a Digital-First Private Wealth Platform giving investors access to curated portfolios from the world's top Portfolio Managers. Our proprietary algorithm helps you choose the best investment strategies to meet your financial goals. |
|
| Kristal.AI |
Thomas |
Meichl |
Head of Advisory |
65 8511 9486 |
WM |
thomas@kristal.ai |
|
8 Shenton Way, #50-03 AXA Tower |
Singapore |
|
068811 |
Singapore |
Asia |
https://www.linkedin.com/in/thomas-meichl-59326a137/ |
|
2.016 |
|
|
https://www.linkedin.com/company/kristal.ai/?refCode=SCREENER_LANDING_PAGE |
https://kristal.ai/ |
Kristal.AI is a Digital-First Private Wealth Platform giving investors access to curated portfolios from the world's top Portfolio Managers. Our proprietary algorithm helps you choose the best investment strategies to meet your financial goals. |
|
| Krozel Capital Management, LLC |
Kaitlin |
Krozel |
Owner |
(480) 702-2304 |
WM |
kaitlin@krozelcpa.com |
|
6424 E Greenway Pkwy., Suite 100 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/kaitlinkrozel/ |
|
|
|
|
|
https://krozelcapital.com/ |
Krozel Capital, a unique and integrated approach to taxes, financial planning and investment managment to help individuals, families, and small businesses plan ahead, build wealth, and stay informed. Our passion is providing our clients the peace of mind they need to spend every minute possible living and doing what matters most to them. |
|
| Krozel Capital Management, LLC |
Lex |
Vogelgesang |
Associate Financial Planner |
(480) 702-2304 |
WM |
lex@krozelcpa.com |
|
6424 E Greenway Pkwy., Suite 100 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/lex-vogelgesang-9b58046a/ |
|
|
|
|
|
https://krozelcapital.com/ |
Krozel Capital, a unique and integrated approach to taxes, financial planning and investment managment to help individuals, families, and small businesses plan ahead, build wealth, and stay informed. Our passion is providing our clients the peace of mind they need to spend every minute possible living and doing what matters most to them. |
|
| Krozel Capital Management, LLC |
Holly |
Evans |
Tax CPA |
(480) 702-2304 |
WM |
holly@krozelcpa.com |
|
6424 E Greenway Pkwy., Suite 100 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/holly-evans-cpa-87b6642/ |
|
|
|
|
|
https://krozelcapital.com/ |
Krozel Capital, a unique and integrated approach to taxes, financial planning and investment managment to help individuals, families, and small businesses plan ahead, build wealth, and stay informed. Our passion is providing our clients the peace of mind they need to spend every minute possible living and doing what matters most to them. |
|
| Krozel Capital Management, LLC |
Laura |
Astoga |
Tax CPA |
(480) 702-2304 |
WM |
laura@krozelcpa.com |
|
6424 E Greenway Pkwy., Suite 100 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
|
|
|
|
https://krozelcapital.com/ |
Krozel Capital, a unique and integrated approach to taxes, financial planning and investment managment to help individuals, families, and small businesses plan ahead, build wealth, and stay informed. Our passion is providing our clients the peace of mind they need to spend every minute possible living and doing what matters most to them. |
|
| Krupa Wealth Management |
Michael |
Krupa |
President |
(570) 253-0121 |
WM |
michaelkrupa@krupawm.com |
|
614 Church St |
Honesdale |
PA |
18431 |
United States of America |
North America |
https://www.linkedin.com/in/michael-krupa-b62a815a/ |
|
2.014 |
|
|
|
https://www.raymondjames.com/krupawm/ |
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind. |
|
| Krupa Wealth Management |
Donna |
Stock |
Registered Representative |
(570) 253-0121 |
WM |
donnastock@krupawm.com |
|
614 Church St |
Honesdale |
PA |
18431 |
United States of America |
North America |
https://www.linkedin.com/in/donna-stock-6b4353a6/ |
|
2.014 |
|
|
|
https://www.raymondjames.com/krupawm/ |
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind. |
|
| Krupa Wealth Management |
Joy |
Hollister |
Office Manager |
(570) 253-0121 |
WM |
joyhollister@krupawm.com |
|
614 Church St |
Honesdale |
PA |
18431 |
United States of America |
North America |
|
|
2.014 |
|
|
|
https://www.raymondjames.com/krupawm/ |
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind. |
|
| Kruse Asset Management |
Stuart |
Kruse |
President and Chief Investment Advisor |
(312) 775-6000 |
WM |
stuart@kruseassetmanagement.com |
|
216 S. Jefferson St., Suite 302 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/kruseam/ |
|
2.007 |
$49 million |
|
https://www.linkedin.com/company/kruse-asset-management/ |
http://www.kruseassetmanagement.com/ |
An Independent Investment Advisory firm that provides disciplined quantitative portfolio management in a Modern Portfolio Theory framework to their clients. |
|
| Kuhn Advisors, Inc. |
Mark |
Kuhn |
President & Founder |
(919) 493-3233 |
WM |
mark@kuhnadvisors.com |
|
3622 Lyckan Parkway, Suite 1001 |
Durham |
NC |
27707 |
United States of America |
North America |
https://www.linkedin.com/in/mark-kuhn-14b779102/ |
|
1.993 |
$320M |
|
https://www.linkedin.com/company/kuhn-advisors-inc/ |
https://kuhnadvisors.com/ |
Kuhn Advisors is an independent, fee-only Registered Investment Advisor with offices in Durham, NC and Denver, CO. We offer advice on wealth management, inter-generational planning, philanthropic strategies, and longevity planning, and we deliver outstanding and prompt client service with a personal touch. Our goal is to provide competent and objective guidance with integrity, in the best interest of our clients. |
|
| Kunath Karren Rinne & Atkin |
Jeffrey |
Atkin |
Partner |
(206) 621-7400 |
WM |
jeff@atkinmail.com |
info@kkra.com |
1000 2nd Avenue, Suite 4000 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-atkin-2214a611/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kunath-karren-rinne-&-atkin-llc/ |
https://kkra.com/ |
KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost. Throughout decades of independent investment experience and many complex situations, we have built a familiarity with multiple environments, approaches, and alternative techniques. |
|
| Kunath Karren Rinne & Atkin |
Ned |
Karren |
Founding Partner |
(206) 621-7400 |
WM |
info@kkra.com |
info@kkra.com |
1000 2nd Avenue, Suite 4000 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/nedkarren/ |
|
1.983 |
|
|
https://www.linkedin.com/company/kunath-karren-rinne-&-atkin-llc/ |
https://kkra.com/ |
KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost. Throughout decades of independent investment experience and many complex situations, we have built a familiarity with multiple environments, approaches, and alternative techniques. |
|
| Kuntz Lesher Capital, LLC |
Nicholas |
Boyer |
Chief Investment Strategist |
(717) 399-1700 |
WM |
nboyer@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-boyer-4a2486126/ |
|
|
|
|
https://www.linkedin.com/company/rkl-wealth-management-llc |
https://www.rklwealth.com/ |
An independent investment management firm, RKL Wealth Management boasts a deep bench of experienced investment management professionals, each dedicated to managing client portfolios with an exceptional level of service and attention to detail. Your investment manager will become well-versed in your risk tolerance and investment objectives, and craft a personalized portfolio aligned with your overall financial goals. |
|
| Kuntz Lesher Capital, LLC |
Sarah |
YoungFisher |
President |
Direct: (717) 291-0660 |
WM |
syfisher@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/sarah-young-fisher-68302212/ |
|
|
|
|
https://www.linkedin.com/company/rkl-wealth-management-llc |
https://www.rklwealth.com/ |
An independent investment management firm, RKL Wealth Management boasts a deep bench of experienced investment management professionals, each dedicated to managing client portfolios with an exceptional level of service and attention to detail. Your investment manager will become well-versed in your risk tolerance and investment objectives, and craft a personalized portfolio aligned with your overall financial goals. |
|
| Kuntz Lesher Capital, LLC |
Laurie |
Peer |
EVP |
(610) 376-9561 |
WM |
lpeer@rklwealth.com |
|
1330 Broadcasting Road |
Wyomissing |
PA |
19610 |
United States of America |
North America |
https://www.linkedin.com/in/laurie-peer-cpa-cfp-4b536b12/ |
|
|
|
|
https://www.linkedin.com/company/rkl-wealth-management-llc |
https://www.rklwealth.com/ |
An independent investment management firm, RKL Wealth Management boasts a deep bench of experienced investment management professionals, each dedicated to managing client portfolios with an exceptional level of service and attention to detail. Your investment manager will become well-versed in your risk tolerance and investment objectives, and craft a personalized portfolio aligned with your overall financial goals. |
|
| Kuttin Wealth Management |
Evan |
Branfman |
Financial Advisor |
(631) 770-0335 |
WM |
evan.s.branfman@ampf.com |
KuttinWealthManagement@ampf.com |
1174 Veterans Memorial Hwy. |
Hauppauge |
NY |
11788-4459 |
United States of America |
North America |
https://www.linkedin.com/in/evansbranfman/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/kuttin-wealth-management |
Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. At Kuttin Wealth Management, we help our clients prepare for the certainty of uncertainty. Our Mission is to provide financial advice that brings confidence, simplicity, and success for our clients. We strive to deliver personalized financial advice to help you plan to achieve your goals. We take the time to understand what’s truly important to you while staying in alignment with our own Core Values of Happiness, Leadership, Integrity, Family, and Security. Together, we document your goals, track your progress and make ongoing recommendations to make your ideal life your real life. |
|
| Kyle Financial Services |
Kevin |
Ellis |
President |
(414) 359-2020 |
WM |
kpe@kylefinancial.com |
|
10850 West Park Place, Suite 500 |
Milwaukee |
WI |
53224 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-ellis-1bb3569/ |
|
|
$187M |
|
|
http://www.kylefinancial.com/ |
Fee-only advisors, we sell no investment products of any kind. We offer straight talk and a cost-conscious approach to investing that enhances Clients’ net investment returns. As an SEC-registered investment advisor, we embrace our fiduciary duty to hold Clients’ interests above our own. |
|
| Kyle Financial Services |
Anthony |
Barbeau |
Research & Portfolio Manager, Financial Planner |
(414) 359-2020 |
WM |
amb@kylefinancial.com |
|
10850 West Park Place, Suite 500 |
Milwaukee |
WI |
53224 |
United States of America |
North America |
|
|
|
$187M |
|
|
http://www.kylefinancial.com/ |
Fee-only advisors, we sell no investment products of any kind. We offer straight talk and a cost-conscious approach to investing that enhances Clients’ net investment returns. As an SEC-registered investment advisor, we embrace our fiduciary duty to hold Clients’ interests above our own. |
|
| L&S Advisors, Inc. |
Ralph |
Scott |
Chief Investment Officer |
(310) 893-6060 |
WM |
rscott@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/ralphrscott/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Sy Richard |
Lippman |
Chief Executive Officer |
(310) 893-6060 |
WM |
slippman@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/sylippman/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Bennett |
Gross |
President |
(310) 893-6060 |
WM |
bgross@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/bennettegross/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Jason |
Jay Scott |
Chief Compliance Officer & Chief Operating Officer |
(310) 893-6060 |
WM |
jscott@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/jasonjayscott/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Anita |
Brown |
Senior Managing Director |
(310) 893-6060 |
WM |
abrown@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Craig |
Weston |
Senior Managing Director |
(310) 893-6060 |
WM |
cweston@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/craig-weston-402987103/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Hugh |
Tawney |
Senior Managing Director |
(310) 893-6060 |
WM |
htawney@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/hugh-tawney-31ba3013/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&S Advisors, Inc. |
Kenneth |
Malamed |
Senior Managing Director |
(310) 893-6060 |
WM |
kmalamed@lsadvisors.com |
info@lsadvisors.com |
12121 Wilshire Boulevard Suite 1100 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/ken-malamed-70a585124/ |
|
2.005 |
|
|
https://www.linkedin.com/company/l&s-advisors-inc./ |
https://www.lsadvisors.com/ |
L&S Advisors believes in a smarter, safer approach to investing—one that puts risk management first. Our innovative investment solutions seek to balance opportunity and risk to intelligently meet your needs. When you invest with L&S Advisors, you get a committed partner who truly cares. In contrast to automated robo-advisors or large, impersonal institutions, we offer highly-responsive service and personalized strategies tailored to your values and goals. |
|
| L&T Finance - Wealth Management |
Kailash |
Kulkarni |
CEO |
91 1800 200 0400 |
WM |
kailash@lntmf.com |
info@lntmf.co.in |
6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E) |
Mumbai |
Maharashtra |
400098 |
India |
Asia |
https://www.linkedin.com/in/kailash-kulkarni-a9063794/ |
|
|
|
|
https://www.linkedin.com/company/l&t-mutual-fund/ |
http://www.ltcapitalmarkets.com/ |
L&T Mutual Fund is one of the prominent Asset Management Company (AMC) in India. With close to Rs. 65,796.80 crore AUM (Assets Under Management) as of September 30, 2019, our aim is to become the best value provider of investment solutions across all asset classes.
L&T Investment Management (the AMC) is a part of L&T Financial Holdings Limited, which was incorporated on April 25, 1996, with the strategic intent of holding all the investments of the L&T Group in the financial services businesses. Our commitment to catering to different customer & strong focus on creating value has resulted in a basket of 26 funds that spans across different asset classes, risk profiles and time horizons. |
|
| L. Roy Papp & Associates, LLP |
Rosellen |
Papp |
Partner & Research Director |
(602) 956-0980 |
WM |
rosep@roypapp.com |
invest@roypapp.com |
2201 E. Camelback Road, Suite 227B |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/rose-papp-0768784a/ |
|
1.978 |
$903M |
|
|
https://www.roypapp.com/ |
Founded more than 30 years ago, L. Roy Papp & Associates is focused on helping high-net-worth and institutional investors achieve long-term financial objectives. Our breadth of experience has prepared us to advise our clients on the sometimes complex financial matters surrounding many of life's events, such as retirement, funding education, planning for your legacy, starting or selling a business, funding a trust or giving to charity.
As a fiduciary, our goal is to get to know our clients well and understand their financial needs. Portfolios are constructed based on clients' investment objectives and risk tolerance. As active managers with a long-term perspective, we do our own research, consulting with you about any recommended changes. |
|
| Ladenburg Thalmann Fncl Svc |
Barry |
Steiner |
Managing Director |
(305) 572-4100 |
WM |
bsteiner@ladenburg.com |
CorporateRelations@ladenburg.com |
4400 Biscayne Boulevard 12th Floor |
Miami |
FL |
33137 |
United States of America |
North America |
https://www.linkedin.com/in/barry-steiner-81b833b/ |
|
|
$2 billion |
|
https://www.linkedin.com/company/ladenburg-thalmann/ |
https://www.ladenburg.com/ |
Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs of our clients by providing a full array of innovative, customized financial solutions. |
|
| Ladenburg Thalmann Fncl Svc |
Mickey |
Schleien |
Managing Director |
(305) 572-4100 |
WM |
mschleien@ladenburg.com |
CorporateRelations@ladenburg.com |
4400 Biscayne Boulevard 12th Floor |
Miami |
FL |
33137 |
United States of America |
North America |
https://www.linkedin.com/in/mickey-m-schleien-cfa-5759218b/ |
|
|
$2 billion |
|
https://www.linkedin.com/company/ladenburg-thalmann/ |
https://www.ladenburg.com/ |
Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs of our clients by providing a full array of innovative, customized financial solutions. |
|
| Ladenburg Thalmann Fncl Svc |
David |
Coherd |
Managing Director - Institutional Sales |
(305) 572-4100 |
WM |
dcoherd@ladenburg.com |
CorporateRelations@ladenburg.com |
4400 Biscayne Boulevard 12th Floor |
Miami |
FL |
33137 |
United States of America |
North America |
https://www.linkedin.com/in/david-coherd-b217a75/ |
|
|
$2 billion |
|
https://www.linkedin.com/company/ladenburg-thalmann/ |
https://www.ladenburg.com/ |
Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs of our clients by providing a full array of innovative, customized financial solutions. |
|
| Laird Norton Wealth Management |
Jeanne |
Goussev |
Managing Director of Fiduciary Services |
(206) 464-5100 |
WM |
j.goussev@lnwm.com |
hello@lnwm.com |
801 Second Avenue Suite 1600 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/jeanne-assael-goussev-980a5a6/ |
|
1.967 |
$1.52 billion |
|
https://www.linkedin.com/company/laird-norton-wealth-management/ |
https://lairdnortonwm.com |
With nearly $5 billion in assets under advisement, Laird Norton Wealth Management is the Northwest’s premier wealth management company. Founded in 1967 to serve the financial management needs of the Laird and Norton families, LNWM now provides personalized wealth management solutions to more than 600 individuals, families, business leaders, private foundations and nonprofit organizations. Because we are an independent firm that was founded by clients for the benefit of clients, our number one priority is to help clients and their families achieve security and thrive in every aspect of their lives. We are relentless in the pursuit of client satisfaction; our history and how we're structured allow us to always put our clients' interests first. |
|
| Laird Norton Wealth Management |
Robert |
Moser |
President and CEO |
(206) 464-5100 |
WM |
r.moser@lnwm.com |
hello@lnwm.com |
801 Second Avenue Suite 1600 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/robert-moser-42ab762/ |
|
1.967 |
$1.52 billion |
|
https://www.linkedin.com/company/laird-norton-wealth-management/ |
https://lairdnortonwm.com |
With nearly $5 billion in assets under advisement, Laird Norton Wealth Management is the Northwest’s premier wealth management company. Founded in 1967 to serve the financial management needs of the Laird and Norton families, LNWM now provides personalized wealth management solutions to more than 600 individuals, families, business leaders, private foundations and nonprofit organizations. Because we are an independent firm that was founded by clients for the benefit of clients, our number one priority is to help clients and their families achieve security and thrive in every aspect of their lives. We are relentless in the pursuit of client satisfaction; our history and how we're structured allow us to always put our clients' interests first. |
|
| Laird Norton Wealth Management |
Erin |
Moyer |
Managing Director of Marketing & Communications |
(206) 464-5100 |
WM |
e.moyer@lnwm.com |
hello@lnwm.com |
801 Second Avenue Suite 1600 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/e-moyer-6544b94a/ |
|
1.967 |
$1.52 billion |
|
https://www.linkedin.com/company/laird-norton-wealth-management/ |
https://lairdnortonwm.com |
With nearly $5 billion in assets under advisement, Laird Norton Wealth Management is the Northwest’s premier wealth management company. Founded in 1967 to serve the financial management needs of the Laird and Norton families, LNWM now provides personalized wealth management solutions to more than 600 individuals, families, business leaders, private foundations and nonprofit organizations. Because we are an independent firm that was founded by clients for the benefit of clients, our number one priority is to help clients and their families achieve security and thrive in every aspect of their lives. We are relentless in the pursuit of client satisfaction; our history and how we're structured allow us to always put our clients' interests first. |
|
| Laird Norton Wealth Management |
Gino |
Perrina |
Chief Investment Officer |
(206) 464-5100 |
WM |
g.perrina@lnwm.com |
hello@lnwm.com |
801 Second Avenue Suite 1600 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/gino-perrina-a986422/ |
|
1.967 |
$1.52 billion |
|
https://www.linkedin.com/company/laird-norton-wealth-management/ |
https://lairdnortonwm.com |
With nearly $5 billion in assets under advisement, Laird Norton Wealth Management is the Northwest’s premier wealth management company. Founded in 1967 to serve the financial management needs of the Laird and Norton families, LNWM now provides personalized wealth management solutions to more than 600 individuals, families, business leaders, private foundations and nonprofit organizations. Because we are an independent firm that was founded by clients for the benefit of clients, our number one priority is to help clients and their families achieve security and thrive in every aspect of their lives. We are relentless in the pursuit of client satisfaction; our history and how we're structured allow us to always put our clients' interests first. |
|
| Lake Street Advisors |
Joseph |
Chase |
Partner and Investment Manager |
(603) 610-4100 |
WM |
joseph@lakestreetadvisors.com |
|
25 Chestnut Street, Suite 200 North |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/joechase/ |
|
2.003 |
|
|
https://www.linkedin.com/company/lake-street-advisors-llc/ |
https://www.lakestreetadvisors.com/ |
Lake Street Advisors is a multi-family office that provides comprehensive wealth advice, investment management, and indispensable partnership to affluent families. We employ a proactive, high-touch service model and align our work with our clients’ purpose and legacy. Our team of professionals advises approximately 65 families out of offices in Boston, MA and Portsmouth, NH. |
|
| Lake Street Advisors |
Carolyn |
Decker |
Partner |
(603) 610-4100 |
WM |
carolyn@lakestreetadvisors.com |
|
25 Chestnut Street, Suite 200 North |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/carolyndecker/ |
|
2.003 |
|
|
https://www.linkedin.com/company/lake-street-advisors-llc/ |
https://www.lakestreetadvisors.com/ |
Lake Street Advisors is a multi-family office that provides comprehensive wealth advice, investment management, and indispensable partnership to affluent families. We employ a proactive, high-touch service model and align our work with our clients’ purpose and legacy. Our team of professionals advises approximately 65 families out of offices in Boston, MA and Portsmouth, NH. |
|
| Lake Street Advisors |
Melissa |
Olszak |
Partner and Director of Planning |
(603) 610-4100 |
WM |
melissa@lakestreetadvisors.com |
|
25 Chestnut Street, Suite 200 North |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/melissaolszak/ |
|
2.003 |
|
|
https://www.linkedin.com/company/lake-street-advisors-llc/ |
https://www.lakestreetadvisors.com/ |
Lake Street Advisors is a multi-family office that provides comprehensive wealth advice, investment management, and indispensable partnership to affluent families. We employ a proactive, high-touch service model and align our work with our clients’ purpose and legacy. Our team of professionals advises approximately 65 families out of offices in Boston, MA and Portsmouth, NH. |
|
| Lake Street Advisors |
Greg |
Van Slyke |
Partner and Founder |
(603) 610-4100 |
WM |
greg@lakestreetadvisors.com |
|
25 Chestnut Street, Suite 200 North |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/greg-van-slyke-12955320/ |
|
2.003 |
|
|
https://www.linkedin.com/company/lake-street-advisors-llc/ |
https://www.lakestreetadvisors.com/ |
Lake Street Advisors is a multi-family office that provides comprehensive wealth advice, investment management, and indispensable partnership to affluent families. We employ a proactive, high-touch service model and align our work with our clients’ purpose and legacy. Our team of professionals advises approximately 65 families out of offices in Boston, MA and Portsmouth, NH. |
|
| Lake Street Advisors |
Buddy |
Webb |
Managing Partner |
(603) 610-4100 |
WM |
buddy@lakestreetadvisors.com |
|
25 Chestnut Street, Suite 200 North |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/buddywebb/ |
|
2.003 |
|
|
https://www.linkedin.com/company/lake-street-advisors-llc/ |
https://www.lakestreetadvisors.com/ |
Lake Street Advisors is a multi-family office that provides comprehensive wealth advice, investment management, and indispensable partnership to affluent families. We employ a proactive, high-touch service model and align our work with our clients’ purpose and legacy. Our team of professionals advises approximately 65 families out of offices in Boston, MA and Portsmouth, NH. |
|
| Lake Street Financial, LLC |
Justin |
Terzo |
Managing Partner & Chief Investment Officer |
(312) 766-7040 |
WM |
terzo@lakest.com |
info@lakest.com |
128 N. May Street | Floor 2 |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/justin-m-terzo-cpa-640b4114/ |
|
2.017 |
|
|
https://www.linkedin.com/company/lsf/ |
https://www.lakest.com/ |
Lake Street Financial is a Chicago independent, boutique wealth management firm, serving both private clients & institutions. In 2017, former Merrill Lynch financial advisors, Justin Terzo and Joseph Stock, founded Lake Street with the goal of developing lasting client relationships and strategic partnerships through a modern approach to wealth management. An independent, boutique wealth management firm headquartered in Chicago’s West Loop neighborhood, our practice has grown to serve affluent individuals, families, and institutions throughout the United States. We are committed to understanding the goals of our clients. In this commitment, we pledge to provide comprehensive advice and guidance and to build trust through communication and transparency. |
|
| Lake Street Financial, LLC |
Joseph |
Stock |
Managing Partner |
(312) 766-7040 |
WM |
stock@lakest.com |
info@lakest.com |
128 N. May Street | Floor 2 |
Chicago |
IL |
60607 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-stock-cfp®-a510612a/ |
|
2.017 |
|
|
https://www.linkedin.com/company/lsf/ |
https://www.lakest.com/ |
Lake Street Financial is a Chicago independent, boutique wealth management firm, serving both private clients & institutions. In 2017, former Merrill Lynch financial advisors, Justin Terzo and Joseph Stock, founded Lake Street with the goal of developing lasting client relationships and strategic partnerships through a modern approach to wealth management. An independent, boutique wealth management firm headquartered in Chicago’s West Loop neighborhood, our practice has grown to serve affluent individuals, families, and institutions throughout the United States. We are committed to understanding the goals of our clients. In this commitment, we pledge to provide comprehensive advice and guidance and to build trust through communication and transparency. |
|
| Lakeside Wealth Management Group |
Mark |
Chamberlain |
CEO |
(219) 926-1182 |
WM |
mark@lakesidewealth.com |
hello@lakesidewealth.com |
3100 Village Point, Suite 200 |
Chesterton |
IN |
46304 |
United States of America |
North America |
https://www.linkedin.com/in/markchamberlain2/ |
Wealth Management, Institutional Retirement, Endowments & Foundations |
2.004 |
$1.6B |
|
https://www.linkedin.com/company/lakeside-wealth-management-group/ |
https://www.lakesidewealth.com/ |
Lakeside Wealth Management collectively manage over $1.6 billion on behalf of institutions, corporations, and private clients. We are made up of 20 financial professionals and 18 service professionals who believe, above all, in a life well-lived for our clients. We do what we do because we want our clients to live a truly rich life with equal parts; character, health, family and prosperity. We have offices located in Chesterton, Indiana and Brookfiled, Wisconsin to service clients throughout the entire continental United States. |
|
| Lakeside Wealth Management Group |
Tim |
Rice |
President |
(219) 926-1182 |
WM |
tim@lakesidewealth.com |
hello@lakesidewealth.com |
3100 Village Point, Suite 200 |
Chesterton |
IN |
46304 |
United States of America |
North America |
https://www.linkedin.com/in/timothydrice/ |
Wealth Management, Institutional Retirement, Endowments & Foundations |
2.004 |
$1.6B |
|
https://www.linkedin.com/company/lakeside-wealth-management-group/ |
https://www.lakesidewealth.com/ |
Lakeside Wealth Management collectively manage over $1.6 billion on behalf of institutions, corporations, and private clients. We are made up of 20 financial professionals and 18 service professionals who believe, above all, in a life well-lived for our clients. We do what we do because we want our clients to live a truly rich life with equal parts; character, health, family and prosperity. We have offices located in Chesterton, Indiana and Brookfiled, Wisconsin to service clients throughout the entire continental United States. |
|
| Lakeside Wealth Management Group |
Chip |
Mang |
Chief Investment Officer |
(219) 926-1182 |
WM |
chip@lakesidewealth.com |
hello@lakesidewealth.com |
3100 Village Point, Suite 200 |
Chesterton |
IN |
46304 |
United States of America |
North America |
https://www.linkedin.com/in/chip-mang-cfp-aif-cws-b5430222/ |
Wealth Management, Institutional Retirement, Endowments & Foundations |
2.004 |
$1.6B |
|
https://www.linkedin.com/company/lakeside-wealth-management-group/ |
https://www.lakesidewealth.com/ |
Lakeside Wealth Management collectively manage over $1.6 billion on behalf of institutions, corporations, and private clients. We are made up of 20 financial professionals and 18 service professionals who believe, above all, in a life well-lived for our clients. We do what we do because we want our clients to live a truly rich life with equal parts; character, health, family and prosperity. We have offices located in Chesterton, Indiana and Brookfiled, Wisconsin to service clients throughout the entire continental United States. |
|
| Lakeside Wealth Management Group |
Jocelyn |
Hibshman |
CCO |
(219) 926-1182 |
WM |
jocelyn@lakesidewealth.com |
hello@lakesidewealth.com |
3100 Village Point, Suite 200 |
Chesterton |
IN |
46304 |
United States of America |
North America |
https://www.linkedin.com/in/jocelynh1/ |
Wealth Management, Institutional Retirement, Endowments & Foundations |
2.004 |
$1.6B |
|
https://www.linkedin.com/company/lakeside-wealth-management-group/ |
https://www.lakesidewealth.com/ |
Lakeside Wealth Management collectively manage over $1.6 billion on behalf of institutions, corporations, and private clients. We are made up of 20 financial professionals and 18 service professionals who believe, above all, in a life well-lived for our clients. We do what we do because we want our clients to live a truly rich life with equal parts; character, health, family and prosperity. We have offices located in Chesterton, Indiana and Brookfiled, Wisconsin to service clients throughout the entire continental United States. |
|
| Landmark Wealth Management LLC |
Brian |
Laible |
Managing Partner |
(631) 923-2487 |
WM |
Brian@LandmarkWealthMgmt.com |
Info@LandmarkWealthMgmt.com |
900 Walt Whitman Road, Suite 208 |
Melville |
NY |
11747 |
United States of America |
North America |
https://www.linkedin.com/in/brianlaible/ |
|
|
|
|
|
https://landmarkwealthmgmt.com/ |
Landmark Wealth Management is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge and Uniondale. The firm's principals are JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care. |
|
| Landmark Wealth Management LLC |
Christopher |
Congema |
Principal |
(631) 923-2486 |
WM |
Chris@LandmarkWealthMgmt.com |
Info@LandmarkWealthMgmt.com |
900 Walt Whitman Road, Suite 208 |
Melville |
NY |
11747 |
United States of America |
North America |
https://www.linkedin.com/in/chris-congema-cfp®-56028222/ |
|
|
|
|
|
https://landmarkwealthmgmt.com/ |
Landmark Wealth Management is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge and Uniondale. The firm's principals are JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care. |
|
| Landmark Wealth Management LLC |
Joseph |
Favorito |
Principal |
(631) 930-5336 |
WM |
JFavorito@LandmarkWealthMgmt.com |
Info@LandmarkWealthMgmt.com |
900 Walt Whitman Road, Suite 208 |
Melville |
NY |
11747 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-m-favorito-cfp®-b8a2649/ |
|
|
|
|
|
https://landmarkwealthmgmt.com/ |
Landmark Wealth Management is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge and Uniondale. The firm's principals are JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care. |
|
| Langham Hall |
Rob |
Short |
Managing Partner and Founder |
44 20 3597 7900 |
WM |
rob.short@langhamhall.com |
joe.hime@langhamhall.com |
8th Floor, 1 Fleet Place |
London |
|
EC4M 7RA |
United Kingdom |
Europe |
https://www.linkedin.com/in/rob-short-94b37213/ |
|
2.006 |
|
|
https://www.linkedin.com/company/langham-hall-uk-llp/ |
https://www.langhamhall.com |
Langham Hall is an independent administrator, depositary and host AIFM to debt, infrastructure, private equity and real estate funds. |
|
| Langham Hall |
Andrew |
Read |
Partner and Head of Asia |
Phone: 65 6950 1911, Mobile: 852 5199 2202 |
WM |
andrew.read@langhamhall.com |
GDPR-UK@langhamhall.com |
8th Floor, 1 Fleet Place |
London |
|
EC4M 7RA |
United Kingdom |
Europe |
https://www.linkedin.com/in/andrew-read-9b82ab60/ |
|
2.006 |
|
|
https://www.linkedin.com/company/langham-hall-uk-llp/ |
https://www.langhamhall.com |
Langham Hall is an independent administrator, depositary and host AIFM to debt, infrastructure, private equity and real estate funds. |
|
| Lantern Asset Management |
Andy |
Mitchell |
CEO & Founder |
(469) 554-7900 |
WM |
andy.mitchell@lanternam.com |
contact@lanternam.com |
300 Crescent Court | Suite 1100 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/andy-mitchell-64266b3/ |
|
2.010 |
|
|
https://www.linkedin.com/company/lantern-asset-management-llc |
https://www.lanternam.com |
Lantern is a leading asset management firm focused on the middle market. Lantern’s approach is to build value by helping their portfolio companies solve operational, liquidity and process issues. |
|
| Lantern Asset Management |
William |
Srinivisan |
Partner, Managing Director |
(469) 554-7900 |
WM |
william.srinivasan@lanterncp.com |
contact@lanternam.com |
300 Crescent Court | Suite 1100 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/william-srinivasan-353820/ |
|
2.010 |
|
|
https://www.linkedin.com/company/lantern-asset-management-llc |
https://www.lanternam.com |
Lantern is a leading asset management firm focused on the middle market. Lantern’s approach is to build value by helping their portfolio companies solve operational, liquidity and process issues. |
|
| Lantern Asset Management |
Chris |
Halpin |
CFO |
(469) 554-7900 |
WM |
chris.halpin@lanternam.com |
contact@lanternam.com |
300 Crescent Court | Suite 1100 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/chrishalpin1/ |
|
2.010 |
|
|
https://www.linkedin.com/company/lantern-asset-management-llc |
https://www.lanternam.com |
Lantern is a leading asset management firm focused on the middle market. Lantern’s approach is to build value by helping their portfolio companies solve operational, liquidity and process issues. |
|
| Lapaz Wealth Management Group LLC |
Nicolo |
Manlapaz |
Private Wealth Advisor |
(415) 288-7320 |
WM |
nmanlapaz@ampf.com |
|
353 Sacramento St., Suite 2300 |
San Francisco |
CA |
94111-3685 |
United States of America |
North America |
|
|
|
|
|
|
https://www.ameripriseadvisors.com/team/lapaz-wealth-management-group/myteam/ |
Lapaz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Lapaz Wealth Management Group LLC |
Oliver |
Choy |
Financial Advisor, Associate Vice President |
(415) 403-3642 |
WM |
oliver.l.choy@ampf.com |
|
353 Sacramento St., Suite 2300 |
San Francisco |
CA |
94111-3685 |
United States of America |
North America |
https://www.linkedin.com/in/oliver-choy-9b29583/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/lapaz-wealth-management-group/myteam/ |
Lapaz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Lapaz Wealth Management Group LLC |
Jeffrey |
Windle |
Financial Advisor, Vice President |
(415) 743-9810 |
WM |
Jeff.Windle@ampf.com |
|
353 Sacramento St., Suite 2300 |
San Francisco |
CA |
94111-3685 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-windle-a8b9b9192/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/lapaz-wealth-management-group/myteam/ |
Lapaz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Lapaz Wealth Management Group LLC |
Michael |
Eichinger |
Registered Client Service Associate |
(415) 743-9809 |
WM |
michael.eichinger@ampf.com |
|
353 Sacramento St., Suite 2300 |
San Francisco |
CA |
94111-3685 |
United States of America |
North America |
|
|
|
|
|
|
https://www.ameripriseadvisors.com/team/lapaz-wealth-management-group/myteam/ |
Lapaz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Larson Wealth Management |
Donald |
Larson |
Owner |
(480) 207-2721 |
WM |
don@larsonwm.com |
|
4500 S. Lakeshore Dr., Suite 364 |
Tempe |
AZ |
85282 |
United States of America |
North America |
https://www.linkedin.com/in/don-larson-cfp®-mba-ba703043/ |
|
1.996 |
|
|
https://www.linkedin.com/company/larson-financial-advisors/ |
https://larsonwm.com/ |
Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are entirely focused on solving the financial problems our clients encounter in their everyday lives. We are absolutely committed to doing what is best for our clients each and every time, no matter what. We are an independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We work with individuals, as well as businesses to make the most of their financial options in a way that makes sense to them. Our financial services are designed to reduce your risk, so you’re protected regardless of what the market is doing. |
|
| Las Olas Capital Advisors |
Paul |
Tanner |
Founder and Managing Director |
(954) 289-4686, (954) 289-4691 |
WM |
paul.tanner@lasolascap.com |
info@lasolascap.com |
888 East Las Olas Blvd., Suite 200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/paultannerlasolascapital/ |
|
2.015 |
|
buildthefuture@lasolasvc.com |
https://www.lasolasvc.com/ |
https://lasolascap.com/ |
Las Olas Capital Advisors provides wealth management services for entrepreneurs and families. We provide the Thought Capital our clients need in order to pursue their big ideas.
Las Olas Capital Advisors was founded by Paul C. Tanner, a wealth manager and entrepreneur residing in Fort Lauderdale, FL. Las Olas Capital Advisors provides Wealth Management with a focus on Thematic Investing, Capital Markets Advisory Services, and Guided Family Philanthropy. |
|
| Las Olas Capital Advisors |
Raymond |
Catone |
COO and Managing Director |
(954) 289-4686 |
WM |
ray.catone@lasolascap.com |
info@lasolascap.com |
888 East Las Olas Blvd., Suite 200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/raycatone/ |
|
2.015 |
|
|
https://www.lasolasvc.com/ |
https://lasolascap.com/ |
Las Olas Capital Advisors provides wealth management services for entrepreneurs and families. We provide the Thought Capital our clients need in order to pursue their big ideas.
Las Olas Capital Advisors was founded by Paul C. Tanner, a wealth manager and entrepreneur residing in Fort Lauderdale, FL. Las Olas Capital Advisors provides Wealth Management with a focus on Thematic Investing, Capital Markets Advisory Services, and Guided Family Philanthropy. |
|
| Las Olas Capital Advisors |
Jodi |
Jeffreys-Tanner |
Administrative Officer and Founder |
Direct: (954) 289-1378 |
WM |
jodi.tanner@lasolascap.com |
info@lasolascap.com |
888 East Las Olas Blvd., Suite 200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/jodi-jeffreys-tanner-01627827/ |
|
2.015 |
|
lasolascaparts@gmail.com |
http://www.lasolascapitalarts.com/ |
https://lasolascap.com/ |
Las Olas Capital Advisors provides wealth management services for entrepreneurs and families. We provide the Thought Capital our clients need in order to pursue their big ideas.
Las Olas Capital Advisors was founded by Paul C. Tanner, a wealth manager and entrepreneur residing in Fort Lauderdale, FL. Las Olas Capital Advisors provides Wealth Management with a focus on Thematic Investing, Capital Markets Advisory Services, and Guided Family Philanthropy. |
|
| Lassus Wherley |
Diahann |
Lassus |
President / CoFounder |
(908) 464-0102 |
WM |
diahann@lassuswherley.com |
lwa@lassuswherley.com |
1 Academy Street |
New Providence |
NJ |
07974 |
United States of America |
North America |
https://www.linkedin.com/in/diahann-lassus-bb01465/ |
|
|
|
|
|
https://www.lassuswherley.com/ |
Lassus Wherley is a wealth management firm offering financial planning, asset management, trust services, tax planning and preparation, and family office services. |
|
| Lassus Wherley |
Clare |
Wheley |
CEO / CoFounder |
(908) 464-0102 |
WM |
clare@lassuswherley.com |
lwa@lassuswherley.com |
1 Academy Street |
New Providence |
NJ |
07974 |
United States of America |
North America |
|
|
|
|
|
|
https://www.lassuswherley.com/ |
Lassus Wherley is a wealth management firm offering financial planning, asset management, trust services, tax planning and preparation, and family office services. |
|
| Latko Wealth Management, Ltd |
David |
Latko |
Principal & Founder |
(815) 469-8887 |
WM |
david.latko@lpl.com |
info@lpl.com |
45 E. Colorado Ave. |
Frankfort |
IL |
60423 |
United States of America |
North America |
https://www.linkedin.com/in/davidlatko/ |
|
1.989 |
|
|
https://www.linkedin.com/company/latko-wealth-management-ltd/ |
https://www.latkowealth.com/ |
Latko Wealth Management Ltd is a financial services company, |
|
| Latko Wealth Management, Ltd |
Tiffany |
Latko |
Director of Marketing & Events Planning |
(815) 469-8887 |
WM |
tiffany.latko@lpl.com |
info@lpl.com |
45 E. Colorado Ave. |
Frankfort |
IL |
60423 |
United States of America |
North America |
|
|
1.989 |
|
|
https://www.linkedin.com/company/latko-wealth-management-ltd/ |
https://www.latkowealth.com/ |
Latko Wealth Management Ltd is a financial services company, |
|
| Lau Associates |
Tom |
Weary |
CIO |
302-792-5955 |
WM |
tom.weary@lauassociates.net |
office@lauassociates.net |
20 Montchanin Rd #110 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/tomweary/ |
|
1.985 |
|
|
https://www.linkedin.com/company/lau-associates-llc |
www.lauassociates.net |
Lau Associates is a financial planning company in Greenville, DE that provides highly-personalized advice in the areas of financial, business and estate planning, investments and taxes. We operate independently and discreetly, always and only in the best interests of our clients. Since 1985, we have helped families navigate their financial lives. |
|
| Lau Associates |
Judith |
Lau |
CFO |
302-792-5955 |
WM |
judy.lau@lauassociates.net |
office@lauassociates.net |
20 Montchanin Rd #110 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/laujudy/ |
|
1.985 |
|
|
https://www.linkedin.com/company/lau-associates-llc |
www.lauassociates.net |
Lau Associates is a financial planning company in Greenville, DE that provides highly-personalized advice in the areas of financial, business and estate planning, investments and taxes. We operate independently and discreetly, always and only in the best interests of our clients. Since 1985, we have helped families navigate their financial lives. |
|
| LBBW Asset Management |
Hans-Henning |
Brand |
Managing Director |
49 7 111 244-0329 |
WM |
hans-henning.brand@bw-equity.de |
|
Fritz-Elsas-Straße 31 |
Stuttgart |
|
70174 |
Germany |
Europe |
https://www.linkedin.com/in/hans-henning-brand-887958172/ |
|
1.989 |
|
|
https://www.linkedin.com/company/lbbw-asset-management-investmentgesellschaft-mbh/about/ |
https://www.lbbw-am.de/ |
The international equity fund LBBW Global Warming invests primarily in companies that offer products or services that counteract global warming or mitigate its consequences. In doing so, it offers investors the opportunity to participate in the opportunities that arise from combating global warming and to contribute indirectly to the containment of climate change. |
|
| LBBW Asset Management |
Oliver |
Männel |
Head of Marketing |
49 71 122 910-3100 |
WM |
oliver.maennel@LBBW-am.de |
|
Fritz-Elsas-Straße 31 |
Stuttgart |
|
70174 |
Germany |
Europe |
https://www.linkedin.com/in/oliver-männel/ |
|
1.989 |
|
|
https://www.linkedin.com/company/lbbw-asset-management-investmentgesellschaft-mbh/about/ |
https://www.lbbw-am.de/ |
The international equity fund LBBW Global Warming invests primarily in companies that offer products or services that counteract global warming or mitigate its consequences. In doing so, it offers investors the opportunity to participate in the opportunities that arise from combating global warming and to contribute indirectly to the containment of climate change. |
|
| LBMC Investment Advisors, LLC |
Gregory Michael |
Herman |
Managing Partner, Investment Advisors |
(605) 309-2386 |
WM |
gherman@lbmc.com |
info@lbmc.com |
201 Franklin Road |
Brentwood |
TN |
37027 |
United States of America |
North America |
https://www.linkedin.com/in/greg-herman-7b8ab48a/ |
|
1.984 |
$904,157,881 |
|
https://www.linkedin.com/company/lbmc/ |
https://www.lbmcinvestmentadvisors.com/ |
LBMC is the largest professional service solutions provider based in Tennessee, serving more than 10,000 clients with diverse needs across a spectrum of industries; however, we didn’t start that way.
LBMC was founded in 1984 as a traditional accounting firm with a simple mission: to serve a great group of clients and enjoy doing it. More than 30 years later, loving what we do and whom we do it for has taken us a long way. |
|
| LBMC Investment Advisors, LLC |
Derek |
Bland |
Partner, Investment Advisors |
(615) 309-2396 |
WM |
dbland@lbmc.com |
info@lbmc.com |
201 Franklin Road |
Brentwood |
TN |
37027 |
United States of America |
North America |
https://www.linkedin.com/in/derek-bland-cpa-pfs-cfp®-9083172/ |
|
1.984 |
$904,157,881 |
|
https://www.linkedin.com/company/lbmc/ |
https://www.lbmcinvestmentadvisors.com/ |
LBMC is the largest professional service solutions provider based in Tennessee, serving more than 10,000 clients with diverse needs across a spectrum of industries; however, we didn’t start that way.
LBMC was founded in 1984 as a traditional accounting firm with a simple mission: to serve a great group of clients and enjoy doing it. More than 30 years later, loving what we do and whom we do it for has taken us a long way. |
|
| LBMC Investment Advisors, LLC |
Robert Andrew |
Jordan |
Operations Manager and Chief Compliance Officer |
(615) 377-4603 |
WM |
ajordan@lbmc.com |
info@lbmc.com |
201 Franklin Road |
Brentwood |
TN |
37027 |
United States of America |
North America |
https://www.linkedin.com/in/ajordan2/ |
|
1.984 |
$904,157,881 |
|
https://www.linkedin.com/company/lbmc/ |
https://www.lbmcinvestmentadvisors.com/ |
LBMC is the largest professional service solutions provider based in Tennessee, serving more than 10,000 clients with diverse needs across a spectrum of industries; however, we didn’t start that way.
LBMC was founded in 1984 as a traditional accounting firm with a simple mission: to serve a great group of clients and enjoy doing it. More than 30 years later, loving what we do and whom we do it for has taken us a long way. |
|
| LCK Wealth Management |
Laurie |
Kamhi |
Managing Director, Partner |
(917) 580-6031 |
WM |
LKamhi@hightoweradvisors.com |
|
505 fifth avenue 4th floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/lkamhi/ |
|
|
|
|
|
https://teams.hightoweradvisors.com/team/lck |
LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.
We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
Our clients trust and value our advice and we prioritize their interests above all else. |
|
| LCK Wealth Management |
Christine |
Torrey |
Executive Director |
(917) 580-6032 |
WM |
CTorrey@hightoweradvisors.com |
|
505 fifth avenue 4th floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/ctorrey/ |
|
|
|
|
|
https://teams.hightoweradvisors.com/team/lck |
LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.
We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
Our clients trust and value our advice and we prioritize their interests above all else. |
|
| LCK Wealth Management |
Brooke |
Levey |
Planning Advisor, Client Relationship Manager |
(917) 580-6034 |
WM |
BLevey@hightoweradvisors.com |
|
505 fifth avenue 4th floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/brooke-levey-cfp®-0a967132/ |
|
|
|
|
|
https://teams.hightoweradvisors.com/team/lck |
LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.
We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
Our clients trust and value our advice and we prioritize their interests above all else. |
|
| LCK Wealth Management |
Ben |
Johnston |
Portfolio Manager, Senior Strategist |
(917) 580-6033 |
WM |
bjohnston@hightoweradvisors.com |
|
505 fifth avenue 4th floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
|
|
|
|
https://teams.hightoweradvisors.com/team/lck |
LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.
We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
Our clients trust and value our advice and we prioritize their interests above all else. |
|
| LCK Wealth Management |
Bob |
Oros |
CEO |
(917) 580-6031 |
WM |
boros@hightoweradvisors.com |
|
505 fifth avenue 4th floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
|
|
|
|
https://teams.hightoweradvisors.com/team/lck |
LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.
We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
Our clients trust and value our advice and we prioritize their interests above all else. |
|
| LCK Wealth Management |
Matthias |
Kuhlmey |
Managing Director, Head of Global Investment Solutions |
(917) 580-6031 |
WM |
mkuhlmey@hightoweradvisors.com |
|
505 fifth avenue 4th floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
|
|
|
|
https://teams.hightoweradvisors.com/team/lck |
LCK Wealth Management delivers a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.
We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.
Our clients trust and value our advice and we prioritize their interests above all else. |
|
| LDA Wealth Management, Inc |
Lindell |
Douglas |
Managing Partner |
(954) 306-8668 |
WM |
lgd@ldawealth.com |
lgd@ldawealth.com |
300 S Pine Island Road, Suite 3031 |
Plantation |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/lindell-g-douglas-cfp®-73769211/ |
|
2.015 |
|
|
|
https://www.ldawealth.com/ |
At LDA Wealth Management, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. |
|
| LDIC Inc. |
Michael |
Decter |
President & CEO |
(416) 362-4141 |
WM |
decter@ldic.ca |
info@ldic.ca |
130 King Street West Suite 2130 PO Box 399 |
Toronto |
ON |
M5X 1E2 |
Canada |
North America |
|
|
1.998 |
$0.4 billion |
|
https://www.linkedin.com/company/ldic-inc |
http://www.ldic.ca |
Since 1998, at LDIC Inc. our main focus has been to be a highly disciplined and performance-oriented independent portfolio manager, driven to deliver genuine service and value to our clients. Our core competency in managing accounts for high-net-worth individuals, corporations, and foundations is complemented by a series of actively managed proprietary investment funds. |
|
| Leap Wealth Management |
Chris |
Leap |
Founder |
(212) 420-7441 |
WM |
cleap@leapwealth.com |
info@leapwealth.com |
8604 Greenville Ave., Suite A 101 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/chris-leap-1b20031b/ |
|
2.010 |
$98 million |
|
https://www.linkedin.com/company/leap-wealth-management/ |
http://www.leapwealthmanagement.com |
Leap Wealth Management, LLC, is a registered investment advisor with office located in Dallas and Round Rock, Texas. Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling. |
|
| Leap Wealth Management |
Chris |
McLain |
Senior Wealth Manager - Director of Insitutional Programs |
(512) 920-0317 |
WM |
mmclain@leapwealth.com |
info@leapwealth.com |
1000 Heritage Center Circle |
Round Rock |
TX |
78664 |
United States of America |
North America |
https://www.linkedin.com/in/mikemclain/ |
|
2.010 |
$98 million |
|
https://www.linkedin.com/company/leap-wealth-management/ |
http://www.leapwealthmanagement.com |
Leap Wealth Management, LLC, is a registered investment advisor with office located in Dallas and Round Rock, Texas. Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling. |
|
| Leap Wealth Management |
Cindy |
Boone |
Client Relationship Manager |
(214) 420-7441 |
WM |
cindyboone@leapwealth.com |
info@leapwealth.com |
8604 Greenville Ave., Suite A 101 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/cindy-boone-53930216a/ |
|
2.010 |
$98 million |
|
https://www.linkedin.com/company/leap-wealth-management/ |
http://www.leapwealthmanagement.com |
Leap Wealth Management, LLC, is a registered investment advisor with office located in Dallas and Round Rock, Texas. Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling. |
|
| Leap Wealth Management |
Trey |
Taylor |
Senior Wealth Advisor / Partner |
(212) 420-7441 |
WM |
treytaylor@leapwealth.com |
info@leapwealth.com |
8604 Greenville Ave., Suite A 101 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/trey-taylor-crpc-5372586/ |
|
2.010 |
$98 million |
|
https://www.linkedin.com/company/leap-wealth-management/ |
http://www.leapwealthmanagement.com |
Leap Wealth Management, LLC, is a registered investment advisor with office located in Dallas and Round Rock, Texas. Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling. |
|
| Lee Financial Company, LLC |
Christie |
Williams |
President |
(972) 960-1001 |
WM |
cwilliams@leefin.com |
|
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/christie-williams-cfp-r-aa290945/ |
|
1.975 |
|
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Financial Company, LLC |
Ben |
Shae |
Director of Operations & Client Service |
(972) 960-1001 |
WM |
bshae@leefin.com |
|
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/benshae/ |
|
1.975 |
|
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Financial Company, LLC |
Dan |
Peters |
Director of Portfolio Management |
(972) 960-1001 |
WM |
dpeters@leefin.com |
|
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/dan-peters-mba-096bb6a/ |
|
1.975 |
|
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Financial Company, LLC |
Danny |
Boyce |
Senior Portfolio Manager |
(972) 960-1001 |
WM |
dboyce@leefin.com |
|
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
|
|
1.975 |
|
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Financial Company, LLC |
Doug |
Jones |
Director of Portfolio Management |
(972) 960-1001 |
WM |
djones@leefin.com |
|
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
|
|
1.975 |
|
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Financial Corporation |
Dana |
Pingenot |
President |
(972) 960-1001 |
WM |
dpingenot@leefin.com |
info@leefin.com |
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/dana-pingenot-9222b514/ |
|
1.975 |
$1B |
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Financial Corporation |
Jaime |
Boyles |
Senior Financial Planner |
(972) 960-1001 |
WM |
jboyles@leefin.com |
info@leefin.com |
8350 N. Central Expressway, Suite 1800 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/jaime-boyles-07317422/ |
|
1.975 |
$1B |
|
https://www.linkedin.com/company/lee-financial-corporation/ |
https://www.leefin.com/ |
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. |
|
| Lee Wealth Management |
Charles Randy |
Lee |
President and Wealth Advisor |
Office: (561) 747-0455, Mobile: (561) 676-5383 |
WM |
RandyLee@LeeWealthManagement.com |
Info@LeeWealthManagement.com |
2074 W. Indiantown Rd., Suite 205 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/randy-lee-124582164/ |
|
1.988 |
|
|
|
https://www.leewealthmanagement.com/ |
As a husband and wife team, the principals of Lee Wealth Management, Randy and Holly Lee are uniquely positioned to address the concerns of couples and families. We offer all-encompassing services for our clients. As a local boutique investment advisory firm and insurance agency in Jupiter, Florida our reputation thrives on our high-level of customer satisfaction.
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Lee Wealth Management can help you every step of the way. When our clients are truly confident in their financial stability, we know we have done our job well. |
|
| Lee Wealth Management |
Holly |
Lee |
Director of Operations |
Office: (561) 747-0455, Mobile: (561) 676-5383 |
WM |
HollyLee@LeeWealthManagement.com |
Info@LeeWealthManagement.com |
2074 W. Indiantown Rd., Suite 205 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/hollyslee/ |
|
1.988 |
|
|
https://www.linkedin.com/in/hollyslee/ |
https://www.leewealthmanagement.com/ |
As a husband and wife team, the principals of Lee Wealth Management, Randy and Holly Lee are uniquely positioned to address the concerns of couples and families. We offer all-encompassing services for our clients. As a local boutique investment advisory firm and insurance agency in Jupiter, Florida our reputation thrives on our high-level of customer satisfaction.
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Lee Wealth Management can help you every step of the way. When our clients are truly confident in their financial stability, we know we have done our job well. |
|
| Left Brain Wealth Management |
Noland |
Langford |
President & CEO |
(630) 517-9300 |
WM |
nolandl@leftbrainwm.com |
ruthd@leftbrainwm.com |
215 Shuman Blvd Suite 304 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/nolandlangford/ |
|
2.014 |
$85 million |
|
https://www.linkedin.com/company/left-brain-wealth-mangement-llc/ |
http://www.leftbrainwm.com |
Left Brain Wealth Management, LLC. is a full service wealth management firm. We believe in Creating Wealth, Building Wealth and Preserving Wealth for our clients. We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Left Brain Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. |
|
| Left Brain Wealth Management |
Freddy |
Garcia |
First Vice President - Investments |
(630) 517-9298 |
WM |
freddyg@leftbrainwm.com |
ruthd@leftbrainwm.com |
215 Shuman Blvd Suite 304 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/freddy-garcia-b20578113/ |
|
2.014 |
$85 million |
|
https://www.linkedin.com/company/left-brain-wealth-mangement-llc/ |
http://www.leftbrainwm.com |
Left Brain Wealth Management, LLC. is a full service wealth management firm. We believe in Creating Wealth, Building Wealth and Preserving Wealth for our clients. We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Left Brain Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. |
|
| Left Brain Wealth Management |
Ann Marie |
Novar |
Managing Director |
(630) 517-9295 |
WM |
annmarien@leftbrainwm.com |
ruthd@leftbrainwm.com |
215 Shuman Blvd Suite 304 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/ann-marie-novar-698350143/ |
|
2.014 |
$85 million |
|
https://www.linkedin.com/company/left-brain-wealth-mangement-llc/ |
http://www.leftbrainwm.com |
Left Brain Wealth Management, LLC. is a full service wealth management firm. We believe in Creating Wealth, Building Wealth and Preserving Wealth for our clients. We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Left Brain Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. |
|
| Legacy Advisor Network |
David |
Sorensen |
President & CEO |
(608) 442-1400 |
WM |
davids@legacyadvisornetwork.com |
contact@legacyadvisornetwork.com |
2970 Chapel Valley Road, Suite 101 |
Fitchburg |
WI |
53711 |
United States of America |
North America |
https://www.linkedin.com/in/davidsorensen/ |
Financial Services, Retirement Planning, Estate Planning, Protection Planning |
1.990 |
$500M |
|
https://www.linkedin.com/company/legacy-advisor-network/ |
http://www.legacyadvisornetwork.com/ |
Legacy Advisor Network is a wealth management firm located in Madison, Wisconsin, serving clients all over the country, with focused service in Southern Wisconsin and Northern Illinois. With assets under management nearing $500 Million, and over $2 Billion in asset transfer/protection vehicles. We are proud of our 100 -year history of serving individuals and families with honesty and integrity. Founded in 1913 in Madison, Legacy Advisor Network represents nearly 50 independent financial advisors, whose first priority is serving clients well. We utilize some of the most advanced technology solutions available, enabling our advisors to use real-time data to help our clients meet their objectives. |
|
| Legacy Advisor Network |
Cammie |
Sorensen |
Sr. Vice President, Investment Advisor Representative |
(608) 442-1400 |
WM |
cammies@legacyadvisornetwork.com |
contact@legacyadvisornetwork.com |
2970 Chapel Valley Road, Suite 101 |
Fitchburg |
WI |
53711 |
United States of America |
North America |
https://www.linkedin.com/in/cammie-sorensen-banks-8a6b66b/ |
Financial Services, Retirement Planning, Estate Planning, Protection Planning |
1.990 |
$500M |
cammies@legacyadvisornetwork.com |
https://www.linkedin.com/company/legacy-advisor-network/ |
http://www.legacyadvisornetwork.com/ |
Legacy Advisor Network is a wealth management firm located in Madison, Wisconsin, serving clients all over the country, with focused service in Southern Wisconsin and Northern Illinois. With assets under management nearing $500 Million, and over $2 Billion in asset transfer/protection vehicles. We are proud of our 100 -year history of serving individuals and families with honesty and integrity. Founded in 1913 in Madison, Legacy Advisor Network represents nearly 50 independent financial advisors, whose first priority is serving clients well. We utilize some of the most advanced technology solutions available, enabling our advisors to use real-time data to help our clients meet their objectives. |
|
| Legacy Advisors, LLC |
Richard |
Holt |
Chief Investment Strategist |
(610) 943-3028 |
WM |
rholt@legacyadvice.com |
info@legacyadvice.com |
401 Plymouth Road Suite 150 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/trholt58/ |
|
2.002 |
$1.8B |
|
https://www.linkedin.com/company/legacy-advisors/ |
https://legacyadvice.com/ |
At Legacy Advisors we are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.
We advise highly successful families on the unique challenges and opportunities created by their success. Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families. |
|
| Legacy Advisors, LLC |
Patrick |
McDermott |
Portfolio Manager |
(610) 943-3017 |
WM |
pmcdermott@legacyadvice.com |
info@legacyadvice.com |
401 Plymouth Road Suite 150 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-mcdermott-cfa-cfp™-64b3bb24/ |
|
2.002 |
$1.8B |
|
https://www.linkedin.com/company/legacy-advisors/ |
https://legacyadvice.com/ |
At Legacy Advisors we are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.
We advise highly successful families on the unique challenges and opportunities created by their success. Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families. |
|
| Legacy Advisors, LLC |
Jason |
Braun |
Controller |
(610) 943-3022 |
WM |
jbraun@legacyadvice.com |
info@legacyadvice.com |
401 Plymouth Road Suite 150 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/jason-braun-12374436/ |
|
2.002 |
$1.8B |
|
https://www.linkedin.com/company/legacy-advisors/ |
https://legacyadvice.com/ |
At Legacy Advisors we are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.
We advise highly successful families on the unique challenges and opportunities created by their success. Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families. |
|
| Legacy Advisors, LLC |
Jane |
Evans |
COO |
(610) 943-3003 |
WM |
jevans@legacyadvice.com |
info@legacyadvice.com |
401 Plymouth Road Suite 150 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/jane-evans-68025a14 |
|
2.002 |
$1.8B |
|
https://www.linkedin.com/company/legacy-advisors/ |
https://legacyadvice.com/ |
At Legacy Advisors we are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.
We advise highly successful families on the unique challenges and opportunities created by their success. Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families. |
|
| Legacy Advisors, LLC |
Matthew |
Sgro |
Director of Finance & Chief Compliance Officer |
(610) 943-3014 |
WM |
msgro@legacyadvice.com |
info@legacyadvice.com |
401 Plymouth Road Suite 150 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-sgro-4a244954/ |
|
2.002 |
$1.8B |
|
https://www.linkedin.com/company/legacy-advisors/ |
https://legacyadvice.com/ |
At Legacy Advisors we are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.
We advise highly successful families on the unique challenges and opportunities created by their success. Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families. |
|
| Legacy Consulting Group |
Roger |
Shake |
Partner & Financial Planner |
(972) 599-4750 |
WM |
rshake@legacyconsultinggroup.com |
|
5000 Legacy Dr., Suite 450 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/roger-a-shake-cfp®-rlp®-ceft®-048a838/ |
|
1.997 |
$165M |
|
https://www.linkedin.com/company/legacy-consulting-group-tx/ |
http://www.legacyconsultinggroup.com/ |
Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising. |
|
| Legacy Consulting Group |
Steven |
Wachs |
Partner & Chief Investment Officer |
(972) 599-4750 |
WM |
swachs@legacyconsultinggroup.com |
|
5000 Legacy Dr., Suite 450 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/steve-wachs-1070a85/ |
|
1.997 |
$165M |
|
https://www.linkedin.com/company/legacy-consulting-group-tx/ |
http://www.legacyconsultinggroup.com/ |
Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising. |
|
| Legacy FA Pte. Ltd. |
Alvin |
Nathan |
CEO |
65 6622-7801 |
WM |
alvin.nathan@LegacyFA-Asia.com |
CS@LegacyFA-Asia.com |
1 Kay Siang Road, #01-02 |
Singapore |
|
248922 |
Singapore |
Asia |
https://www.linkedin.com/in/alvinnathan/ |
|
2.015 |
|
|
https://www.linkedin.com/company/legacyfa/ |
https://legacyfa-asia.com/ |
As a Licensed Financial Adviser, we are independently owned and not tied to any product provider. We provide financial advisory services to individuals and businesses in the areas of investment, insurance, retirement, corporate pensions, group employee benefits, business continuation and general insurance. Together with our partners, we can also provide the right solutions for you in estate distribution and mortgage refinancing. |
|
| Legacy One Financial Advisors |
Kevin |
Lange |
Founding Partner |
(512) 342-0202 |
WM |
kevin@Legacy1FA.com |
Info@Legacy1FA.com |
8911 Capital of Texas Hwy. N Building 3, Suite 3210 |
Austin |
TX |
78759 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/legacyone/ |
https://legacy1fa.com/ |
At Legacy One, we focus on the long term, applying measured and consistent discipline to help you achieve your financial goals. Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. |
|
| Legacy One Financial Advisors |
Dick |
Schwab |
Co-CEO |
(512) 342-0202 |
WM |
dschwab@Legacy1FA.com |
Info@Legacy1FA.com |
8911 Capital of Texas Hwy. N Building 3, Suite 3210 |
Austin |
TX |
78759 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/legacyone/ |
https://legacy1fa.com/ |
At Legacy One, we focus on the long term, applying measured and consistent discipline to help you achieve your financial goals. Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. |
|
| Legacy Wealth Advisors |
Eugene |
Frenkel |
CEO |
(954) 809-6363 |
WM |
efrenkel@lwgadvisors.com |
info@lwgadvisors.com |
801 Brickell Avenue, Suite 500 |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/legacy-wealth-advisors-llc |
https://www.lwgadvisors.com/ |
Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families. As the name indicates, our firm's mission is to provide a sophisticated level of investment advisory services that will serve as the foundation for our clients' financial vision of perpetuating wealth intergenerationally and creating a lasting legacy for their families. Legacy Wealth Advisors provides a full suite of family office services for our clients in addition to our core advisory offering. |
|
| Legacy Wealth Advisors of Manalapan, NJ |
Eric |
Sandowsky |
Financial Planner/Managing Partner, Certified In Long Term Care, Certified Wealth Strategist |
(732) 970-7363 |
WM |
eric.sandowsky@ceteraadvisors.com |
|
800 Tennent Road Suite 2 |
Manalapan |
NJ |
07726 |
United States of America |
North America |
https://www.linkedin.com/in/eric-d-sandowsky-cltc-54534384/ |
|
|
|
|
|
https://www.lwanj.net/ |
Legacy Wealth Advisors, a financial planning organization in Manalapan, NJ. We understand that individuals face unique challenges as they prepare for their financial well being. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement distribution planning, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. |
|
| Legacy Wealth Advisors of Manalapan, NJ |
Jay |
Gilston |
Financial Planner/Managing Partner, Certified In Long Term Care, Certified Wealth Strategist |
(732) 677-7016 |
WM |
jgilston@ceteraadvisors.com |
|
800 Tennent Road Suite 2 |
Manalapan |
NJ |
07726 |
United States of America |
North America |
https://www.linkedin.com/in/jay-gilston-7522b214/ |
|
|
|
|
|
https://www.lwanj.net/ |
Legacy Wealth Advisors, a financial planning organization in Manalapan, NJ. We understand that individuals face unique challenges as they prepare for their financial well being. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement distribution planning, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. |
|
| Legacy Wealth Advisors of NY |
Mark |
Modzeleski |
President / Financial Advisor / Financial Planner |
(315) 243-5660 |
WM |
mmodzeleski@legacywealthadvisorsny.com |
info@legacywealthadvisorsny.com |
308 Maltbie Street Suite 101 |
Syracuse |
NY |
13204 |
United States of America |
North America |
https://www.linkedin.com/in/mark-modzeleski-cfs-cltc-aif-cfbs-aa269119/ |
|
|
|
|
|
https://www.legacywealthadvisorsny.com/ |
Legacy Wealth Advisors of NY is a full-service financial firm with offices in Syracuse and Norwich, NY. We are committed to helping our clients reach their financial goals. As a team, we help develop plans and strategies regarding business transition, retirement , risk mitigation, wealth management, and efficient estate transfer. |
|
| Legacy Wealth Advisors of NY |
Jeffrey |
Chapman |
Partner/Financial Advisor |
(315) 256-5784 |
WM |
jchapman@legacywealthadvisorsny.com |
info@legacywealthadvisorsny.com |
308 Maltbie Street Suite 101 |
Syracuse |
NY |
13204 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-chapman-418028114/ |
|
|
|
|
|
https://www.legacywealthadvisorsny.com/ |
Legacy Wealth Advisors of NY is a full-service financial firm with offices in Syracuse and Norwich, NY. We are committed to helping our clients reach their financial goals. As a team, we help develop plans and strategies regarding business transition, retirement , risk mitigation, wealth management, and efficient estate transfer. |
|
| Legacy Wealth Group |
Fred |
Ymker |
Founder |
(605) 275-8885 |
WM |
fred@legacywealthsf.com |
|
2401 W Trevi Place Suite 201 |
Sioux Falls |
SD |
57108 |
United States of America |
North America |
https://www.linkedin.com/in/fred-ymker-70171698/ |
|
|
|
|
|
http://www.legacywealthsf.com |
At Legacy Wealth, we believe that by having deeper, more meaningful conversations we can find that place where your life and values intersect with your financial goals. This is where true financial life planning happens. |
|
| Legacy Wealth Management |
Duncan |
Miller |
Managing Director |
(901) 758-9006 |
WM |
duncanm@legacywealth.com |
legacy@legacywealth.com |
1715 Aaron Brenner Drive, Suite 301 |
Memphis |
TN |
38120 |
United States of America |
North America |
https://www.linkedin.com/in/duncan-miller-cfp®-231197a6/ |
|
|
$532M |
|
https://www.linkedin.com/company/legacy-wealth-management-inc-?trk=public_profile_experience-item_result-card_subtitle-click |
https://www.legacywealth.com/ |
Legacy Wealth Management is an employee-owned firm that is among the most respected, independent registered investment advisory firms in the nation. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analysts (CFA), Juris Doctorates (JD) and MBAs have extensive financial planning and portfolio management experience along with a commitment to adhere to high ethical standards; always working to the fiduciary standard. |
|
| Legacy Wealth Management of Texas |
Enzo |
Pellegrino |
President & Wealth Advisor |
(210) 541-8600 |
WM |
enzo@texaslegacywealth.com |
info@texaslegacywealth.com |
40 N.E. Loop 410, Suite 644 |
San Antonio |
TX |
78216 |
United States of America |
North America |
http://www.linkedin.com/in/TexasLegacyEnzo |
|
2.005 |
|
|
https://www.linkedin.com/company/texas-legacy-wealth-management/ |
https://www.texaslegacywealth.com/ |
Texas Legacy Wealth Management manages assets for great people whom we are privileged to serve. By maintaining our core principles of integrity, passion and knowledge we strive to be your most trusted advisor. |
|
| Legacy Wealth Management of Texas |
Simon |
Thompson |
SVP & Wealth Advisor |
(210) 541-8600 |
WM |
simon@texaslegacywealth.com |
info@texaslegacywealth.com |
40 N.E. Loop 410, Suite 644 |
San Antonio |
TX |
78216 |
United States of America |
North America |
https://www.linkedin.com/in/tlwmsimon/ |
|
2.005 |
|
|
https://www.linkedin.com/company/texas-legacy-wealth-management/ |
https://www.texaslegacywealth.com/ |
Texas Legacy Wealth Management manages assets for great people whom we are privileged to serve. By maintaining our core principles of integrity, passion and knowledge we strive to be your most trusted advisor. |
|
| Legacy Wealth Management of Texas |
Preston |
Vaught |
Wealth Advisor |
(210) 541-8600 |
WM |
preston@texaslegacywealth.com |
info@texaslegacywealth.com |
40 N.E. Loop 410, Suite 644 |
San Antonio |
TX |
78216 |
United States of America |
North America |
https://www.linkedin.com/in/prestonvaught/ |
|
2.005 |
|
|
https://www.linkedin.com/company/texas-legacy-wealth-management/ |
https://www.texaslegacywealth.com/ |
Texas Legacy Wealth Management manages assets for great people whom we are privileged to serve. By maintaining our core principles of integrity, passion and knowledge we strive to be your most trusted advisor. |
|
| Legacy Wealth Management of Texas |
Justin |
Bellows |
Wealth Advisor |
(210) 541-8600 |
WM |
justin@texaslegacywealth.com |
info@texaslegacywealth.com |
40 N.E. Loop 410, Suite 644 |
San Antonio |
TX |
78216 |
United States of America |
North America |
https://www.linkedin.com/in/justin-bellows/ |
|
2.005 |
|
|
https://www.linkedin.com/company/texas-legacy-wealth-management/ |
https://www.texaslegacywealth.com/ |
Texas Legacy Wealth Management manages assets for great people whom we are privileged to serve. By maintaining our core principles of integrity, passion and knowledge we strive to be your most trusted advisor. |
|
| Legal & General Investment Management |
Nigel |
Wilson |
Group CEO |
44-3700-500-634 |
WM |
Nigel.Wilson@group.landg.com |
investor.relations@group.landg.com |
1 Coleman Street |
London |
|
EC2R 5AA |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/legal-&-general-investment-management |
https://www.legalandgeneralgroup.com/ |
LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with assets under management of £1.2tn* (as at 31 December 2019). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors. |
|
| Legal & General Investment Management |
Jeff |
Davies |
CFO |
44-3700-500-634 |
WM |
jeff.davies@group.landg.com |
investor.relations@group.landg.com |
1 Coleman Street |
London |
|
EC2R 5AA |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/legal-&-general-investment-management |
https://www.legalandgeneralgroup.com/ |
LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with assets under management of £1.2tn* (as at 31 December 2019). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors. |
|
| Legato Capital Management, LLC |
Victor |
Hymes |
Managing Member |
(415) 821-8585 |
WM |
hymes@legatocm.com |
info@legatocm.com |
111 Pine Street, Suite 1700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/victor-hymes-31793010a/ |
|
2.004 |
$7M |
|
|
https://www.legatocm.com/ |
Legato Capital Management is an investment management firm, headquartered out of San Francisco. |
|
| Legato Capital Management, LLC |
Eric |
Pollack |
Managing Member |
(877) 838-8304 |
WM |
pollack@legatocm.com |
info@legatocm.com |
111 Pine Street, Suite 1700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/ericpollack/ |
|
2.004 |
$7M |
|
|
https://www.legatocm.com/ |
Legato Capital Management is an investment management firm, headquartered out of San Francisco. |
|
| Legend Financial Advisors, Inc.® |
Louis |
Stanasolovich |
Founder, CCO, CEO & President |
(412) 635-9210 |
WM |
legend@legend-financial.com |
legend@legend-financial.com |
5700 Corporate Drive Suite 350 |
Pittsburgh |
PA |
15237-5829 |
United States of America |
North America |
https://www.linkedin.com/in/loustanasolovich/ |
|
1.994 |
|
|
https://www.linkedin.com/company/legend-financial-advisors-inc.?trk=public_profile_topcard_current_company |
www.legend-financial.com |
Legend Financial Advisors, Inc.® (Legend) is a Fee-Only U.S. Securities Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides Wealth Advisory Services including Financial Planning and Investment Management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations. |
|
| Leise Wealth Management |
Jonathon |
Leise |
Executive Vice President & Wealth Management, Financial Advisor, Assistant Branch Manager |
(215) 665-6658 |
WM |
JLeise@janney.com |
leisewmg@janney.com |
1717 Arch Street, 21st Floor |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/jonleise/ |
|
|
|
|
|
https://advisor.janney.com/leisewealthmanagementgroup/ |
The Leise Wealth Management Group offers recommendations and financial services to successful individuals who desire a high level of personal service. Unique to our team is the belief that real, sustainable value is delivered by consistently and continuously combining the right people, recommendations, and services with the “intangibles” —listening, understanding, communicating, adapting and anticipating. Our clients measure our performance on how effectively we help them achieve their long-term financial goals, not on the highest absolute short-term investment results. |
|
| Leise Wealth Management |
Jonathon |
Leise Jr |
Financial Advisor, Retirement Income Specialist |
(215) 665-4454 |
WM |
Jonathonleise@janney.com |
leisewmg@janney.com |
1717 Arch Street, 21st Floor |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/jonathonleisejr/ |
|
|
|
|
|
https://advisor.janney.com/leisewealthmanagementgroup/ |
The Leise Wealth Management Group offers recommendations and financial services to successful individuals who desire a high level of personal service. Unique to our team is the belief that real, sustainable value is delivered by consistently and continuously combining the right people, recommendations, and services with the “intangibles” —listening, understanding, communicating, adapting and anticipating. Our clients measure our performance on how effectively we help them achieve their long-term financial goals, not on the highest absolute short-term investment results. |
|
| Leise Wealth Management |
Donna |
Hniedziejko |
Senior Registered Private Client Assistant |
(215) 665-6498 |
WM |
DHniedziejko@janney.com |
leisewmg@janney.com |
1717 Arch Street, 21st Floor |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/donna-hniedziejko-958a0871/ |
|
|
|
|
|
https://advisor.janney.com/leisewealthmanagementgroup/ |
The Leise Wealth Management Group offers recommendations and financial services to successful individuals who desire a high level of personal service. Unique to our team is the belief that real, sustainable value is delivered by consistently and continuously combining the right people, recommendations, and services with the “intangibles” —listening, understanding, communicating, adapting and anticipating. Our clients measure our performance on how effectively we help them achieve their long-term financial goals, not on the highest absolute short-term investment results. |
|
| Leise Wealth Management |
Jenna |
McMahon |
Senior Private Client Assistant |
(215) 665-6437 |
WM |
JMcmahon@janney.com |
leisewmg@janney.com |
1717 Arch Street, 21st Floor |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/jenna-mcmahon-58903943/ |
|
|
|
|
|
https://advisor.janney.com/leisewealthmanagementgroup/ |
The Leise Wealth Management Group offers recommendations and financial services to successful individuals who desire a high level of personal service. Unique to our team is the belief that real, sustainable value is delivered by consistently and continuously combining the right people, recommendations, and services with the “intangibles” —listening, understanding, communicating, adapting and anticipating. Our clients measure our performance on how effectively we help them achieve their long-term financial goals, not on the highest absolute short-term investment results. |
|
| Leisure Capital Management Inc. |
Marr |
Leisure |
President |
(714) 384-4050 |
WM |
mleisure@leisurecapital.com |
info@leisurecapital.com |
650 Town Center Drive, Suite 670 |
Costa Mesa |
CA |
92626 |
United States of America |
North America |
https://www.linkedin.com/in/marr-leisure-3b609213/ |
|
2.002 |
$337M |
|
https://www.linkedin.com/company/leisurecapital |
http://www.leisurecapital.net/ |
Leisure Capital Management is a Registered Investment Advisor providing investment management and charitable and gift planning to a variety of clients. Our focus is 100% on growing your wealth so you have the freedom to live the life you choose with the confidence of financial security. |
|
| Leisure Capital Management Inc. |
Gideon |
Bernstein |
Director of Research & Portfolio Manager |
(714) 384-4050 |
WM |
gbernstein@leisurecapital.com |
info@leisurecapital.com |
650 Town Center Drive, Suite 670 |
Costa Mesa |
CA |
92626 |
United States of America |
North America |
https://www.linkedin.com/in/gideon-bernstein-45a139/ |
|
2.002 |
$337M |
|
https://www.linkedin.com/company/leisurecapital |
http://www.leisurecapital.net/ |
Leisure Capital Management is a Registered Investment Advisor providing investment management and charitable and gift planning to a variety of clients. Our focus is 100% on growing your wealth so you have the freedom to live the life you choose with the confidence of financial security. |
|
| Leith Wheeler Investment Counsel Ltd. |
Jim |
Gilliland |
President & CEO, Head of Fixed Income |
(604) 683-3391 |
WM |
jgilliland@leithwheeler.com |
info@leithwheeler.com |
400 Burrard Street, Suite 1500 |
Vancouver |
BC |
V6C 3A6 |
Canada |
North America |
https://www.linkedin.com/in/jim-gilliland-6a756927/ |
|
1.982 |
$16.4 billion |
|
https://www.linkedin.com/company/leith-wheeler-investment-counsel-ltd./ |
https://www.leithwheeler.com/ |
Leith Wheeler is an independent, client-focused value manager, representing a national client base of private clients, institutions and investment advisors. |
|
| Lenox Advisors |
Michael |
Book |
Managing Partner |
direct: (212) 536-6077; cell: (917) 848-5073 |
WM |
mbook@lenoxadvisors.com |
info@lenox-wealth.com |
90 Park Ave |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/mbook/ |
|
1.992 |
$12 million |
|
https://www.linkedin.com/company/lenoxadvisors?trk=public_profile_topcard_current_company |
http://www.lenoxadvisors.com |
Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom. |
|
| Lenox Advisors |
Gregory |
Large |
Managing Partner |
(203) 978-2203 |
WM |
glarge@lenoxadvisors.com |
info@lenox-wealth.com |
90 Park Ave |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/glarge/ |
|
1.992 |
$12 million |
|
https://www.linkedin.com/company/lenoxadvisors?trk=public_profile_topcard_current_company |
http://www.lenoxadvisors.com |
Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom. |
|
| Lenox Advisors |
Richard |
Van Benschoten |
Managing Partner |
(212) 602-4599 |
WM |
rickvan@lenox-wealth.com |
info@lenox-wealth.com |
90 Park Ave |
New York |
NY |
10016 |
United States of America |
North America |
http://www.linkedin.com/in/rickvan/ |
|
1.992 |
$12 million |
|
https://www.linkedin.com/company/lenoxadvisors?trk=public_profile_topcard_current_company |
http://www.lenoxadvisors.com |
Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom. |
|
| Lenox Advisors |
Thomas |
Henske |
Partner |
(212) 536-6178 |
WM |
thenske@lenoxadvisors.com |
info@lenox-wealth.com |
90 Park Ave |
New York |
NY |
10016 |
United States of America |
North America |
http://www.linkedin.com/in/thenske/ |
|
1.992 |
$12 million |
|
https://www.linkedin.com/company/lenoxadvisors?trk=public_profile_topcard_current_company |
http://www.lenoxadvisors.com |
Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom. |
|
| Lenox Advisors |
Gregory |
Olsen |
Partner |
(212) 536-6197 |
WM |
golsen@lenoxadvisors.com |
info@lenox-wealth.com |
90 Park Ave |
New York |
NY |
10016 |
United States of America |
North America |
http://www.linkedin.com/in/gregoryolsen/ |
|
1.992 |
$12 million |
|
https://www.linkedin.com/company/lenoxadvisors?trk=public_profile_topcard_current_company |
http://www.lenoxadvisors.com |
Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom. |
|
| Lester Asset Management |
Stephen |
Takacsy |
Chief Investment Officer and Portfolio Manager of Lester Canadian Equity Fund |
(514) 849-5566 |
WM |
stakacsy@lesterasset.com |
|
1800 McGill College Avenue Suite 2102 |
Montreal |
QC |
H3A 3J6 |
Canada |
North America |
https://www.linkedin.com/in/stephen-takacsy-6abba8/ |
|
|
$0.3 billion |
|
|
https://www.lesterasset.com |
Incorporated in 1988, Lester Asset Management is an independent discretionary portfolio management firm serving private clients, family offices, charitable foundations and institutional investors, while exercising a fiduciary duty to always act in its clients’ best interest. The Firm is committed to preserving and growing the financial wealth of its clients through responsible and ethical investing while also providing a high level of personalized service to meet its clients’ evolving needs. |
|
| Letko, Brosseau and Associates |
Muriel |
Munoz |
Director, Client Services |
(514) 499-1200 |
WM |
muriel.munoz@lba.ca |
info@lba.ca |
Royal Bank Plaza, South Tower 200 Bay Street, Suite 2100 |
Toronto |
ON |
M5J 2J4 |
Canada |
North America |
https://www.linkedin.com/in/muriel-munoz-a1bb0b187/ |
|
1.987 |
$30 billion |
|
https://ca.linkedin.com/company/letko-brosseau-&-associates?trk=public_profile_experience-item_result-card_subtitle-click |
http://www.lba.ca |
Letko, Brosseau & Associates Inc. is an independent investment manager founded in 1987. As at September 30, 2019, the firm manages $27.1 billion in assets for more than 410 institutional investors and several thousand private clients. It has offices in Montreal, Toronto and Calgary.
Our aim is to safeguard and responsibly grow the assets that our clients have entrusted to us. We are committed to acting ethically, always serving clients’ interests. |
|
| Level Four Wealth Management |
Edmon "Jakes" |
Tomes |
CEO & Private Wealth Advisor |
(866) 834-1040 |
WM |
jtomes@levelfouradvisors.com |
info@levelfouradvisors.com |
12400 Coit Road Suite 700 |
Dallas |
TX |
75251 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/level-four-wealth-management/ |
https://www.levelfouradvisors.com/ |
Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions. |
|
| Level Four Wealth Management |
Brent |
Morton |
COO & Private Client Wealth Advisor |
(866) 834-1040 |
WM |
bmorton@levelfouradvisors.com |
info@levelfouradvisors.com |
12400 Coit Road Suite 700 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/mortonwealth/ |
|
|
|
|
https://www.linkedin.com/company/level-four-wealth-management/ |
https://www.levelfouradvisors.com/ |
Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions. |
|
| Level Four Wealth Management |
Jill |
Zacha |
CCO |
(972) 284-5475 |
WM |
jzacha@levelfouradvisors.com |
info@levelfouradvisors.com |
12400 Coit Road Suite 700 |
Dallas |
TX |
75251 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/level-four-wealth-management/ |
https://www.levelfouradvisors.com/ |
Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions. |
|
| Level Four Wealth Management |
Brian |
Gongwer |
Chief Business Development Officer |
(866) 834-1040 |
WM |
bgongwer@levelfouradvisors.com |
info@levelfouradvisors.com |
12400 Coit Road Suite 700 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/brian-gongwer-355215174/ |
|
|
|
|
https://www.linkedin.com/company/level-four-wealth-management/ |
https://www.levelfouradvisors.com/ |
Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions. |
|
| Level Four Wealth Management |
Gregg |
Overstake |
Director of Supervision |
(972) 284-5459 |
WM |
goverstake@levelfouradvisors.com |
info@levelfouradvisors.com |
12400 Coit Road Suite 700 |
Dallas |
TX |
75251 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/level-four-wealth-management/ |
https://www.levelfouradvisors.com/ |
Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions. |
|
| Level Four Wealth Management |
Greg |
Anderson |
CMO, Partner |
(972) 284-5436 |
WM |
ganderson@levelfourinsurance.com |
info@levelfouradvisors.com |
12400 Coit Road Suite 700 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/greg-anderson-9653a514a/ |
|
|
|
|
https://www.linkedin.com/company/level-four-wealth-management/ |
https://www.levelfouradvisors.com/ |
Level Four® Wealth Management (”Level Four®”) is an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which distinctly positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions. |
|
| Lewis Financial Management, LLC |
Douglas |
Lewis |
Managing Partner |
(919) 872-7000 |
WM |
drlewis@lfmadvisor.com |
|
1611 East Millbrook Road |
Raleigh |
NC |
27609 |
United States of America |
North America |
|
|
|
$287M |
dlewis@lfmadvisor.com |
|
https://www.lfmadvisor.com/ |
For more than 30 years Lewis Financial Management, LLC, has been providing clients with Comprehensive Financial Planning. We pride ourselves on being far more than just “money managers.” We believe in TOTAL financial planning and helping our clients along the path to achieving their goals. Coordinating all aspects of your financial life can be a daunting task. At Lewis Financial Management, we will work with you to build, not just your investment portfolio, but a plan for every stage of your financial life. |
|
| Lexington Wealth Management |
Michael |
Tucci |
CEO, CoFounder |
(781) 860-7745 |
WM |
mtucci@lexingtonwealth.com |
info@lexingtonwealth.com |
12 Waltham St |
Lexington |
MA |
02421 |
United States of America |
North America |
https://www.linkedin.com/in/michael-tucci-a698343/ |
|
2.000 |
$737 million |
|
https://www.linkedin.com/company/lexington-wealth-management?trk=public_profile_topcard_current_company |
http://www.lexingtonwealth.com |
Lexington Wealth Management is a boutique, fee-only, wealth management firm, that believes in connecting the head and the heart of wealth management. The firm is based in Lexington, MA and serves high net worth individuals. Using a personal approach to relationships and investments, Lexington Wealth develops a comprehensive understanding of clients’ lives and provides a solution that details every nuance of their investment beliefs into their portfolio. The firm employs forward-thinking strategies to show clients the most effective pathways to preserving their wealth, achieving peace of mind and retaining control over their financial lives. |
|
| Lexington Wealth Management |
Kristine |
Porcaro |
President, CoFounder |
(781) 860-7745 |
WM |
kristine.porcaro@LexingtonWealth.com |
info@lexingtonwealth.com |
12 Waltham St |
Lexington |
MA |
02421 |
United States of America |
North America |
https://www.linkedin.com/in/kristineporcaro/ |
|
2.000 |
$737 million |
|
https://www.linkedin.com/company/lexington-wealth-management?trk=public_profile_topcard_current_company |
http://www.lexingtonwealth.com |
Lexington Wealth Management is a boutique, fee-only, wealth management firm, that believes in connecting the head and the heart of wealth management. The firm is based in Lexington, MA and serves high net worth individuals. Using a personal approach to relationships and investments, Lexington Wealth develops a comprehensive understanding of clients’ lives and provides a solution that details every nuance of their investment beliefs into their portfolio. The firm employs forward-thinking strategies to show clients the most effective pathways to preserving their wealth, achieving peace of mind and retaining control over their financial lives. |
|
| Lexington Wealth Management |
Jordi |
Mullor |
Managing Director of Operations & Marketing |
(781) 860-7745 |
WM |
Jordi.Mullor@LexingtonWealth.com |
info@lexingtonwealth.com |
12 Waltham St |
Lexington |
MA |
02421 |
United States of America |
North America |
https://www.linkedin.com/in/jordi-mullor-26a0679/ |
|
2.000 |
$737 million |
|
https://www.linkedin.com/company/lexington-wealth-management?trk=public_profile_topcard_current_company |
http://www.lexingtonwealth.com |
Lexington Wealth Management is a boutique, fee-only, wealth management firm, that believes in connecting the head and the heart of wealth management. The firm is based in Lexington, MA and serves high net worth individuals. Using a personal approach to relationships and investments, Lexington Wealth develops a comprehensive understanding of clients’ lives and provides a solution that details every nuance of their investment beliefs into their portfolio. The firm employs forward-thinking strategies to show clients the most effective pathways to preserving their wealth, achieving peace of mind and retaining control over their financial lives. |
|
| Lexington Wealth Management |
Mark |
Carley |
Managing Director |
(781) 860-7745 |
WM |
Mark.Carley@LexingtonWealth.com |
info@lexingtonwealth.com |
12 Waltham St |
Lexington |
MA |
02421 |
United States of America |
North America |
https://www.linkedin.com/in/mscarley/ |
|
2.000 |
$737 million |
|
https://www.linkedin.com/company/lexington-wealth-management?trk=public_profile_topcard_current_company |
http://www.lexingtonwealth.com |
Lexington Wealth Management is a boutique, fee-only, wealth management firm, that believes in connecting the head and the heart of wealth management. The firm is based in Lexington, MA and serves high net worth individuals. Using a personal approach to relationships and investments, Lexington Wealth develops a comprehensive understanding of clients’ lives and provides a solution that details every nuance of their investment beliefs into their portfolio. The firm employs forward-thinking strategies to show clients the most effective pathways to preserving their wealth, achieving peace of mind and retaining control over their financial lives. |
|
| LexION Capital |
Elle |
Kaplan |
CEO and Founder |
(212)767-0799 |
WM |
elle@lexioncapital.com |
info@lexioncapital.com |
41 Madison Avenue, 31st Fl |
New York |
NY |
10010 |
United States of America |
North America |
https://www.linkedin.com/company/lexion-capital-management-llc/ |
|
|
|
|
https://www.linkedin.com/company/lexion-capital-management-llc |
https://www.lexioncapital.com/ |
LexION Capital is a wealth-management firm that exists with a singular mission: to serve the best interests of our members with ethical and transparent asset management services. |
|
| LFS Asset Management |
John |
Lau |
Managing Director |
(650) 401-4666 |
WM |
jlau@lfsfinance.com |
financialtips@lfsfinance.com |
577 Airport Blvd., Suite 150 |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/johnlauca/ |
|
1.988 |
$103 million |
|
https://www.linkedin.com/company/lfs-asset-management |
https://www.lfsfinance.com |
LFS Asset Management is a full service Wealth Management Firm serving the San Francisco Bay Area. The firm’s Goal-Based Planning includes investment management, employee stock options planning, exit strategies for retirees, and exit planning for business owners, with a fully integrated approach that coordinates financial strategies with tax planning and estate conservation. |
|
| LFS Asset Management |
Diana |
Cason |
VP Client Relations / Business Development |
(650) 401-4663 |
WM |
dcason@lfsfinance.com |
financialtips@lfsfinance.com |
577 Airport Blvd., Suite 150 |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/diana-cason-0494585/ |
|
1.988 |
$103 million |
|
https://www.linkedin.com/company/lfs-asset-management |
https://www.lfsfinance.com |
LFS Asset Management is a full service Wealth Management Firm serving the San Francisco Bay Area. The firm’s Goal-Based Planning includes investment management, employee stock options planning, exit strategies for retirees, and exit planning for business owners, with a fully integrated approach that coordinates financial strategies with tax planning and estate conservation. |
|
| LGT Financial Advisors |
Bill |
Walsh |
Partner |
(214) 461-1415 |
WM |
bwalsh@lgt-cpa.com |
askus@lgt-cpa.com |
2626 Howell Street Suite 700 |
Dallas |
TX |
75204 |
United States of America |
North America |
|
|
1.950 |
$193.2 million |
|
https://ph.linkedin.com/company/lgt-cpa |
http://www.lgt-fa.com/ |
LGT Financial Advisors LLC provides financial planning services. The Company offers business, estate, retirement, and financial planning, as well as investment management, insurance strategies, and asset preservation services to individuals and businesses. LGT Financial Advisors serves customers in the United States. |
|
| LGT Financial Advisors |
Scott |
Gunn |
Partner |
(214) 461-1539 |
WM |
sgunn@lgt-cpa.com |
askus@lgt-cpa.com |
2626 Howell Street Suite 700 |
Dallas |
TX |
75204 |
United States of America |
North America |
|
|
1.950 |
$193.2 million |
|
https://ph.linkedin.com/company/lgt-cpa |
http://www.lgt-fa.com/ |
LGT Financial Advisors LLC provides financial planning services. The Company offers business, estate, retirement, and financial planning, as well as investment management, insurance strategies, and asset preservation services to individuals and businesses. LGT Financial Advisors serves customers in the United States. |
|
| LGT Financial Advisors |
Mike |
Radoff |
Partner |
(214) 871-7500 |
WM |
mradoff@lgt-cpa.com |
askus@lgt-cpa.com |
2626 Howell Street Suite 700 |
Dallas |
TX |
75204 |
United States of America |
North America |
|
|
1.950 |
$193.2 million |
|
https://ph.linkedin.com/company/lgt-cpa |
http://www.lgt-fa.com/ |
LGT Financial Advisors LLC provides financial planning services. The Company offers business, estate, retirement, and financial planning, as well as investment management, insurance strategies, and asset preservation services to individuals and businesses. LGT Financial Advisors serves customers in the United States. |
|
| Liang & Quinley Wealth Management |
Michael |
Liang |
Co-Founder |
Office: (949) 748-8258, Direct: (714) 235-5966 |
WM |
MICHAEL.LIANG@LPL.COM |
|
7700 Irvine Center Drive, Suite 270 |
Irvine |
CA |
92618 |
United States of America |
North America |
https://www.linkedin.com/in/michael-liang-cfp®-cpwa®-crpc®-1b99b670/ |
|
2.011 |
|
|
|
https://liangquinleywm.com/ |
At Liang & Quinley Wealth Management, we consider every aspect of your life, your resources and the financial decisions you make. We take a proactive and customized approach to helping you develop a plan with the goal of accumulating and preserving wealth. At Liang & Quinley Wealth Management, we deliver a variety of wealth management solutions to high net worth individuals, families and businesses that aid in developing sound financial plans that best meet your goals and financial life needs. |
|
| Liang & Quinley Wealth Management |
Christopher |
Quinley |
Co-Founder |
(949) 748-8258 / (949) 338-0650 |
WM |
chris.quinley@lpl.com |
|
7700 Irvine Center Drive, Suite 270 |
Irvine |
CA |
92618 |
United States of America |
North America |
|
|
2.011 |
|
|
|
https://liangquinleywm.com/ |
At Liang & Quinley Wealth Management, we consider every aspect of your life, your resources and the financial decisions you make. We take a proactive and customized approach to helping you develop a plan with the goal of accumulating and preserving wealth. At Liang & Quinley Wealth Management, we deliver a variety of wealth management solutions to high net worth individuals, families and businesses that aid in developing sound financial plans that best meet your goals and financial life needs. |
|
| Libertas Wealth Management |
Adam |
Koos |
President & Portfolio Manager |
(614) 543-1350 |
WM |
adam@LibertasWealth.com |
info@libertaswealth.com |
5003 Horizons Dr. Suite 200 |
Columbus |
OH |
43220 |
United States of America |
North America |
https://www.linkedin.com/in/adamkoos/ |
|
2.004 |
$55 million |
|
https://www.linkedin.com/company/libertas-wealth-management-group-inc- |
http://libertaswealth.com |
Libertas Wealth Management Group is a Fiduciary, Fee-Only Registered Investment Advisory (RIA) firm. Our focus is in the areas of comprehensive retirement planning, advanced estate (and charitable) planning, and investment management. |
|
| Libertas Wealth Management |
Gina |
Howard |
Director of Operations |
(614) 543-1350 |
WM |
gina@LibertasWealth.com |
info@libertaswealth.com |
5003 Horizons Dr. Suite 200 |
Columbus |
OH |
43220 |
United States of America |
North America |
https://www.linkedin.com/in/gina-howard-a7910028/ |
|
2.004 |
$55 million |
|
https://www.linkedin.com/company/libertas-wealth-management-group-inc- |
http://libertaswealth.com |
Libertas Wealth Management Group is a Fiduciary, Fee-Only Registered Investment Advisory (RIA) firm. Our focus is in the areas of comprehensive retirement planning, advanced estate (and charitable) planning, and investment management. |
|
| Liberty Wealth Management |
Richard |
Frable |
Owner |
(610) 398-7333 |
WM |
rfrable@lwmgmt.com |
|
3570 Hamilton Blvd., Suite 301 |
Allentown |
PA |
18103 |
United States of America |
North America |
https://www.linkedin.com/in/rick-frable-cfp®-chfc-17198813/ |
|
|
|
|
https://www.linkedin.com/company/liberty-wealth-management/ |
http://www.lwmgmt.com/ |
Liberty Wealth Management truly distinguishes itself from our competitors because we own and operate an independent RIA firm. This critical distinction enables us to provide extensive and diversified solutions in the best interest of our clients. We are unlike most firms that mass market products and provide only limited solutions on their firms “approved product list”. Our individualized approach combined with our ability to utilize virtually any available solution makes it possible for us to satisfy our clients’ needs. Our mission is to help our clients make informed financial decisions giving them mental freedom. With this mental freedom clients are able to focus their efforts on the things in their lives that give them purpose. |
|
| Liberty Wealth Management |
Gary |
Mayo |
Wealth Advisor |
(610) 398-7333 |
WM |
gmayo@lwmgmt.com |
|
3570 Hamilton Blvd., Suite 301 |
Allentown |
PA |
18103 |
United States of America |
North America |
https://www.linkedin.com/in/gary-mayo-cfp-a0310770/ |
|
|
|
|
https://www.linkedin.com/company/liberty-wealth-management/ |
http://www.lwmgmt.com/ |
Liberty Wealth Management truly distinguishes itself from our competitors because we own and operate an independent RIA firm. This critical distinction enables us to provide extensive and diversified solutions in the best interest of our clients. We are unlike most firms that mass market products and provide only limited solutions on their firms “approved product list”. Our individualized approach combined with our ability to utilize virtually any available solution makes it possible for us to satisfy our clients’ needs. Our mission is to help our clients make informed financial decisions giving them mental freedom. With this mental freedom clients are able to focus their efforts on the things in their lives that give them purpose. |
|
| Liberty Wealth Management |
Tammy |
Yopconka |
Director of Operations |
(610) 398-7333 |
WM |
tyopconka@lwmgmt.com |
|
3570 Hamilton Blvd., Suite 301 |
Allentown |
PA |
18103 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/liberty-wealth-management/ |
http://www.lwmgmt.com/ |
Liberty Wealth Management truly distinguishes itself from our competitors because we own and operate an independent RIA firm. This critical distinction enables us to provide extensive and diversified solutions in the best interest of our clients. We are unlike most firms that mass market products and provide only limited solutions on their firms “approved product list”. Our individualized approach combined with our ability to utilize virtually any available solution makes it possible for us to satisfy our clients’ needs. Our mission is to help our clients make informed financial decisions giving them mental freedom. With this mental freedom clients are able to focus their efforts on the things in their lives that give them purpose. |
|
| Libra Wealth |
Mark |
Astrinos |
Principal & Founder |
(415) 997 0750 |
WM |
mark@librawealth.com |
|
388 Market Street, Suite 1300 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/markastrinos/ |
|
2.017 |
|
|
https://www.linkedin.com/company/librawealth/ |
http://www.librawealth.com/ |
Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful advice as well as a sound financial framework to make life choices in a more meaningful and holistic way. Our investment strategies are rooted in discipline, with a focus on tax efficiency, reducing costs, and managing risk. As an independent firm and fiduciary, we work for our clients — not for a brokerage firm, bank, or insurance company. |
|
| Lifetime Wealth Management |
Jason |
Potts |
President & CEO |
(972) 771-0650 |
WM |
jason.potts@lifetimewm.com |
greg.tudor@lifetimeta.com |
1160 Horizon Road |
Rockwall |
TX |
75032 |
United States of America |
North America |
https://www.linkedin.com/in/jason-potts-8510a511/ |
|
|
$93 million |
|
|
https://www.lifetimewm.com |
Lifetime Wealth Management, P.C. operates with one singular objective: to provide superior financial advice and to foster lasting relationships with our clients. Each relationship has specific goals and dreams and being a part of achieving both results in a true love for what we do. Our success is a result of our quality of clientele, not from the quantity of clients. |
|
| LifeTyme Financial, LLC |
Vincent |
DelFranco |
Co-Founder |
(602) 697-4867 |
WM |
vdelfranco@ltfgllc.com |
support@ltfgllc.com |
11022 S. 51st Street, Suite 105 |
Phoenix |
AZ |
85044 |
United States of America |
North America |
https://www.linkedin.com/in/vdelfranco/ |
|
2.014 |
|
|
https://www.linkedin.com/company/lifetymefinancialllc/ |
https://www.ltfusa.com/ |
LifeTyme Financial is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies that last a LifeTyme. |
|
| LifeTyme Financial, LLC |
Charles |
Pettit |
Co-Founder |
(410) 808-9727 |
WM |
cpettit@ltfallc.com |
support@ltfgllc.com |
11022 S. 51st Street, Suite 105 |
Phoenix |
AZ |
85044 |
United States of America |
North America |
https://www.linkedin.com/in/charlespettit/ |
|
2.014 |
|
|
https://www.linkedin.com/company/lifetymefinancialllc/ |
https://www.ltfusa.com/ |
LifeTyme Financial is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies that last a LifeTyme. |
|
| LifeTyme Financial, LLC |
Tracy |
DelFranco |
Chief Operating Officer |
(602) 774-4735 |
WM |
tdelfranco@ltfallc.com |
support@ltfgllc.com |
11022 S. 51st Street, Suite 105 |
Phoenix |
AZ |
85044 |
United States of America |
North America |
|
|
2.014 |
|
|
https://www.linkedin.com/company/lifetymefinancialllc/ |
https://www.ltfusa.com/ |
LifeTyme Financial is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies that last a LifeTyme. |
|
| LifeTyme Financial, LLC |
Sophal |
Pettit |
Co-Founder & Marketing Director |
(443) 250-1587 |
WM |
spettit@ltfgllc.com |
support@ltfgllc.com |
11022 S. 51st Street, Suite 105 |
Phoenix |
AZ |
85044 |
United States of America |
North America |
https://www.linkedin.com/in/sophal-pettit-a-daughter-of-the-king-of-kings-919924/ |
|
2.014 |
|
|
https://www.linkedin.com/company/lifetymefinancialllc/ |
https://www.ltfusa.com/ |
LifeTyme Financial is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies that last a LifeTyme. |
|
| Lighthouse Financial Advisors, Inc. |
Robert |
Walsh |
Founder & Owner |
(732) 747-6697 |
WM |
robert@lfadvisors.com |
info@lfadvisors.com |
3 Harding Rd., Suite B. |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/robert-walsh-cpa-pfs-cfp®-crpc®-349b1a9/ |
|
1.999 |
$400M |
|
https://www.linkedin.com/company/lighthouse-financial-advisors/ |
http://lfadvisors.com/ |
Lighthouse Financial Advisors is a fee-only financial planning and wealth management group located in Red Bank, New Jersey. By working together, we will help you take advantage of opportunities and avoid costly mistakes. Before making any investment decisions, we help you determine where you are and where you’re going. We focus on your priorities and work with all areas of your financial life. We believe there are simple catalysts for creating long term wealth: consistent dedication to living within your means (saving) and a tax efficient, low cost, effective approach to investing. |
|
| Lighthouse Financial Advisors, Inc. |
Donna |
Tyrrell |
Director of Client Services |
(732) 747-6697 |
WM |
donna@lfadvisors.com |
info@lfadvisors.com |
3 Harding Rd., Suite B. |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/donnatyrrell/ |
|
1.999 |
$400M |
|
https://www.linkedin.com/company/lighthouse-financial-advisors/ |
http://lfadvisors.com/ |
Lighthouse Financial Advisors is a fee-only financial planning and wealth management group located in Red Bank, New Jersey. By working together, we will help you take advantage of opportunities and avoid costly mistakes. Before making any investment decisions, we help you determine where you are and where you’re going. We focus on your priorities and work with all areas of your financial life. We believe there are simple catalysts for creating long term wealth: consistent dedication to living within your means (saving) and a tax efficient, low cost, effective approach to investing. |
|
| Lighthouse Financial Advisors, Inc. |
Brennan |
Guli |
Senior Financial Advisor & Chief Compliance Officer |
(732) 747-6697 |
WM |
brennan@lfadvisors.com |
info@lfadvisors.com |
3 Harding Rd., Suite B. |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/brennan-guli-817b6aa7/ |
|
1.999 |
$400M |
|
https://www.linkedin.com/company/lighthouse-financial-advisors/ |
http://lfadvisors.com/ |
Lighthouse Financial Advisors is a fee-only financial planning and wealth management group located in Red Bank, New Jersey. By working together, we will help you take advantage of opportunities and avoid costly mistakes. Before making any investment decisions, we help you determine where you are and where you’re going. We focus on your priorities and work with all areas of your financial life. We believe there are simple catalysts for creating long term wealth: consistent dedication to living within your means (saving) and a tax efficient, low cost, effective approach to investing. |
|
| Lighthouse Wealth Management LLC |
Caleb |
Lowman |
Managing Director |
(239) 344-7575 |
WM |
caleb.lowman@lwm-llc.com |
tara.lowman@lwm-llc.com |
2205 McGregory Boulevard |
Fort Myers |
FL |
33901 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/lighthouse-wealth-management-llc/ |
https://fa.wellsfargoadvisors.com/caleb-lowman/ |
Lighthouse Wealth Management typically focuses on estate and legacy planning strategies during the initial phase of our client relationships. We review your current estate plan to ensure it is up to date and properly structured to protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will also help you integrate your investment and estate planning strategies or evaluate potential approaches from a tax perspective as a component of wealth transfer planning.
Once your estate and legacy planning strategies are solidified, we move into the portfolio review phase. A core tenet of our investment management approach is that capital markets reward investors over the long-term for the risk taken in those markets. We also understand that these markets can be extremely volatile and pose a significant risk to the successful completion of our clients’ ultimate life goals. |
|
| Lighthouse Wealth Management LLC |
Glen |
Rauch |
Director |
(239) 344-7575 |
WM |
glen.rauch@lwm-llc.com |
tara.lowman@lwm-llc.com |
2205 McGregory Boulevard |
Fort Myers |
FL |
33901 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/lighthouse-wealth-management-llc/ |
https://fa.wellsfargoadvisors.com/caleb-lowman/ |
Lighthouse Wealth Management typically focuses on estate and legacy planning strategies during the initial phase of our client relationships. We review your current estate plan to ensure it is up to date and properly structured to protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will also help you integrate your investment and estate planning strategies or evaluate potential approaches from a tax perspective as a component of wealth transfer planning.
Once your estate and legacy planning strategies are solidified, we move into the portfolio review phase. A core tenet of our investment management approach is that capital markets reward investors over the long-term for the risk taken in those markets. We also understand that these markets can be extremely volatile and pose a significant risk to the successful completion of our clients’ ultimate life goals. |
|
| Lighthouse Wealth Management LLC |
Craig |
White |
Financial Advisor |
(239) 344-7575 |
WM |
craig.white@lwm-llc.com |
tara.lowman@lwm-llc.com |
2205 McGregory Boulevard |
Fort Myers |
FL |
33901 |
United States of America |
North America |
https://www.linkedin.com/in/craig-white-074b7652/ |
|
|
|
|
https://www.linkedin.com/company/lighthouse-wealth-management-llc/ |
https://fa.wellsfargoadvisors.com/caleb-lowman/ |
Lighthouse Wealth Management typically focuses on estate and legacy planning strategies during the initial phase of our client relationships. We review your current estate plan to ensure it is up to date and properly structured to protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will also help you integrate your investment and estate planning strategies or evaluate potential approaches from a tax perspective as a component of wealth transfer planning.
Once your estate and legacy planning strategies are solidified, we move into the portfolio review phase. A core tenet of our investment management approach is that capital markets reward investors over the long-term for the risk taken in those markets. We also understand that these markets can be extremely volatile and pose a significant risk to the successful completion of our clients’ ultimate life goals. |
|
| Lighthouse Wealth Management LLC |
Janna |
Sirmans |
Senior Client Associate / Compliance Specialist |
(239) 344-7575 |
WM |
janna.sirmans@lwm-llc.com |
tara.lowman@lwm-llc.com |
2205 McGregory Boulevard |
Fort Myers |
FL |
33901 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/lighthouse-wealth-management-llc/ |
https://fa.wellsfargoadvisors.com/caleb-lowman/ |
Lighthouse Wealth Management typically focuses on estate and legacy planning strategies during the initial phase of our client relationships. We review your current estate plan to ensure it is up to date and properly structured to protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will also help you integrate your investment and estate planning strategies or evaluate potential approaches from a tax perspective as a component of wealth transfer planning.
Once your estate and legacy planning strategies are solidified, we move into the portfolio review phase. A core tenet of our investment management approach is that capital markets reward investors over the long-term for the risk taken in those markets. We also understand that these markets can be extremely volatile and pose a significant risk to the successful completion of our clients’ ultimate life goals. |
|
| Lighthouse Wealth Management LLC |
Judy |
Lowman |
Portfolio Administrator |
(239) 344-7575 |
WM |
judy.lowman@lwm-llc.com |
tara.lowman@lwm-llc.com |
2205 McGregory Boulevard |
Fort Myers |
FL |
33901 |
United States of America |
North America |
https://www.linkedin.com/in/judylowman/ |
|
|
|
|
https://www.linkedin.com/company/lighthouse-wealth-management-llc/ |
https://fa.wellsfargoadvisors.com/caleb-lowman/ |
Lighthouse Wealth Management typically focuses on estate and legacy planning strategies during the initial phase of our client relationships. We review your current estate plan to ensure it is up to date and properly structured to protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will also help you integrate your investment and estate planning strategies or evaluate potential approaches from a tax perspective as a component of wealth transfer planning.
Once your estate and legacy planning strategies are solidified, we move into the portfolio review phase. A core tenet of our investment management approach is that capital markets reward investors over the long-term for the risk taken in those markets. We also understand that these markets can be extremely volatile and pose a significant risk to the successful completion of our clients’ ultimate life goals. |
|
| Lincluden Investment Management |
Philip |
Evans |
President and CEO |
(905) 273-7943 |
WM |
phil.evans@lincluden.net |
|
201 City Centre Drive Suite 201 |
Mississauga |
ON |
L5B 2T4 |
Canada |
North America |
|
|
|
$5.5 billion |
|
|
http://www.lincluden.com |
Lincluden Investment Management has provided discretionary investment management for institutional and private clients since 1982. We do this by employing traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Lincluden clients have benefited from over 30 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day. |
|
| Lincluden Investment Management |
Wayne |
Wilson |
Vice President |
(905) 273-3018 |
WM |
wayne.wilson@lincluden.net |
|
201 City Centre Drive Suite 201 |
Mississauga |
ON |
L5B 2T4 |
Canada |
North America |
https://www.linkedin.com/in/wayne-wilson-7a3b281b/ |
|
|
$5.5 billion |
|
|
http://www.lincluden.com |
Lincluden Investment Management has provided discretionary investment management for institutional and private clients since 1982. We do this by employing traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Lincluden clients have benefited from over 30 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day. |
|
| Linden Global Strategies, LLC |
Peter |
Novak |
Director of Investments |
(212) 542-5052 |
WM |
pnovak@lgsllc.com |
inquiries@lgsllc.com |
712 Fifth Avenue, 21st Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/novakp/ |
|
2.011 |
|
|
|
http://www.lgsllc.com/ |
Asset allocation, investment analysis, and manager selection for multi-family investment office. |
|
| Link Wealth Management |
Tim |
Zadzora |
President & Financial Advisor |
(208) 898-9900 |
WM |
Tim@LinkWealthMgt.com |
|
1020 North Hickory Avenue, Suite 105 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/tim-zadzora-4a477a8/ |
|
2.009 |
|
|
|
https://www.linkwealthmgt.com/ |
Link Wealth Management is committed to being an essential link between our clients and their financial goals. We help our clients accumulate, distribute and endow their wealth. |
|
| Link Wealth Management |
Robin |
Zadzora |
Business Operations |
(208) 898-9900 |
WM |
Robin@LinkWealthMgt.com |
|
1020 North Hickory Avenue, Suite 105 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/robin-zadzora-611ba38a/ |
|
2.009 |
|
|
|
https://www.linkwealthmgt.com/ |
Link Wealth Management is committed to being an essential link between our clients and their financial goals. We help our clients accumulate, distribute and endow their wealth. |
|
| Link Wealth Management |
Misti |
Goodwin |
Marketing & Client Services Associate |
(208) 898-9900 |
WM |
Misti@LinkWealthMgt.com |
|
1020 North Hickory Avenue, Suite 105 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/misti-goodwin-2461a3101/ |
|
2.009 |
|
|
|
https://www.linkwealthmgt.com/ |
Link Wealth Management is committed to being an essential link between our clients and their financial goals. We help our clients accumulate, distribute and endow their wealth. |
|
| Linscomb & Williams |
Joseph |
Harold Williams |
CEO, President and Director |
(713) 840-1000 |
WM |
hwilliams@linscomb-williams.com |
info@linscomb-williams.com |
1400 Post Oak Blvd., Suite 1000 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/harold-williams-694b8120/ |
|
1.971 |
$2,403 million |
|
https://www.linkedin.com/company/linscomb-&-williams |
https://www.linscomb-williams.com/ |
Since 1971 Linscomb & Williams has been the leader in providing investment and planning strategies free from conflicts of interest. Having met the Fiduciary Standard, we do not offer any proprietary products and refuse any form of compensation from our vendors or product providers leaving us free to make investment and product selection on behalf of our clients without bias. |
|
| Linscomb & Williams |
Lynette |
Diane Okwuonu |
EVP, CFO and Controller |
(713) 840-1000 |
WM |
lokwuonu@linscomb-williams.com |
info@linscomb-williams.com |
1400 Post Oak Blvd., Suite 1000 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/lynnette-okwuonu-4bb5a24/ |
|
1.971 |
$2,403 million |
|
https://www.linkedin.com/company/linscomb-&-williams |
https://www.linscomb-williams.com/ |
Since 1971 Linscomb & Williams has been the leader in providing investment and planning strategies free from conflicts of interest. Having met the Fiduciary Standard, we do not offer any proprietary products and refuse any form of compensation from our vendors or product providers leaving us free to make investment and product selection on behalf of our clients without bias. |
|
| Lions Gate Wealth Management, LLC |
Lori |
Daff-Siggins |
President, Wealth Advisor |
(724) 918-4400 |
WM |
ldaffsiggins@lionsgatewm.com |
|
1000 Stonewood Drive, Suite 101 |
Wexford |
PA |
15090 |
United States of America |
North America |
|
|
2.011 |
$100M |
|
|
https://www.lionsgatewm.com/ |
At Lions Gate WM we believe that everyone deserves access to wealth management professionals who deliver personalized service, quality investment products, investment education, and advice. We founded the firm on these beliefs and stand by them today. When you go to a financial professional who works for a famous Wall Street firm, you don’t always get that level of service. While many big name firms offer quality investment products, they are chosen by people who don’t know you or your situation. The advisor working with you may also be under pressure to meet sales quotas for financial products. |
|
| Lions Gate Wealth Management, LLC |
Jaclyn |
Jensen-Withey |
Wealth Advisor |
(724) 918-4400 |
WM |
jjensenwithey@lionsgatewm.com |
|
1000 Stonewood Drive, Suite 101 |
Wexford |
PA |
15090 |
United States of America |
North America |
https://www.linkedin.com/in/jackie-jensen-withey-3b017842/ |
|
2.011 |
$100M |
|
|
https://www.lionsgatewm.com/ |
At Lions Gate WM we believe that everyone deserves access to wealth management professionals who deliver personalized service, quality investment products, investment education, and advice. We founded the firm on these beliefs and stand by them today. When you go to a financial professional who works for a famous Wall Street firm, you don’t always get that level of service. While many big name firms offer quality investment products, they are chosen by people who don’t know you or your situation. The advisor working with you may also be under pressure to meet sales quotas for financial products. |
|
| Lions Gate Wealth Management, LLC |
Deborah |
Daff-Siggins |
Chief Operating Officer |
(724) 918-4400 |
WM |
ddaffsiggins@lionsgatewm.com |
|
1000 Stonewood Drive, Suite 101 |
Wexford |
PA |
15090 |
United States of America |
North America |
|
|
2.011 |
$100M |
|
|
https://www.lionsgatewm.com/ |
At Lions Gate WM we believe that everyone deserves access to wealth management professionals who deliver personalized service, quality investment products, investment education, and advice. We founded the firm on these beliefs and stand by them today. When you go to a financial professional who works for a famous Wall Street firm, you don’t always get that level of service. While many big name firms offer quality investment products, they are chosen by people who don’t know you or your situation. The advisor working with you may also be under pressure to meet sales quotas for financial products. |
|
| Lions Gate Wealth Management, LLC |
Alicia |
Reed |
Registered Client Associate & Director of Operations |
(724) 918-4400 |
WM |
areed@lionsgatewm.com |
|
1000 Stonewood Drive, Suite 101 |
Wexford |
PA |
15090 |
United States of America |
North America |
|
|
2.011 |
$100M |
|
|
https://www.lionsgatewm.com/ |
At Lions Gate WM we believe that everyone deserves access to wealth management professionals who deliver personalized service, quality investment products, investment education, and advice. We founded the firm on these beliefs and stand by them today. When you go to a financial professional who works for a famous Wall Street firm, you don’t always get that level of service. While many big name firms offer quality investment products, they are chosen by people who don’t know you or your situation. The advisor working with you may also be under pressure to meet sales quotas for financial products. |
|
| Little & Associates Wealth Management |
David |
Little |
Founder |
(817) 494-9000 |
WM |
David.Little@prosperafinancial.com |
littleinfo@prosperafinancial.com |
5209 Heritage Ave., Suite 500 |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/david-p-little-794aa541/ |
|
|
|
|
|
http://www.laawm.com/ |
Little and Associates Wealth Management was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Our proprietary process, The SWAN FORMula™, is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track. |
|
| Little & Associates Wealth Management |
Mary |
Lansford |
Client Services |
(817) 494-9000 |
WM |
Mary.lansford4@gmail.com |
littleinfo@prosperafinancial.com |
5209 Heritage Ave., Suite 500 |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/marylansford/ |
|
|
|
|
|
http://www.laawm.com/ |
Little and Associates Wealth Management was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Our proprietary process, The SWAN FORMula™, is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track. |
|
| LLG Wealth Management |
Michael |
Martinez |
Founder |
(855) 554-9584 |
WM |
mmartinez@llgwealth.com |
info@llgwealth.com |
1370 Valley Vista Dr, Suite 200 |
Diamond Bar |
CA |
91765 |
United States of America |
North America |
https://www.linkedin.com/in/michael-martinez-llgwealth/ |
|
2.017 |
|
|
https://www.linkedin.com/company/llgwealth/ |
https://llgwealth.com/ |
LLG Wealth Management provides Financial Planning and Investment Management education and solutions to individuals and families. LLG Wealth Management has a particular strength in providing financial planning to individuals in blended families or on the path to combining their families. |
|
| LMK Wealth Management |
Matthew |
Melendy |
Co-Founder, Managing Director, and Business Office Director |
(772)-283-3403 |
WM |
mmelendy@lmkwealth.com |
LMK@lmkwealth.com |
1001 US 1 Suite 101 |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/matt-melendy-48818310/ |
|
|
|
|
https://www.linkedin.com/company/lmk-wealth-management/ |
https://www.lmkwealth.com/ |
LMK Advisors is a sophisticated, independent wealth management team providing investment advice and portfolio management to high net worth individuals across the country. With over 50 collective years of experience in the financial services industry, our team members are united in similar values and operate under the same mission; to bring intelligence, integrity and truly individualized value-added investment management advice to affluent investors through our unique Market Cycle Investment Management process. |
|
| Lodestar Private Asset Management LLC |
Randall |
Manley |
Principal |
(925) 838-1234 |
WM |
randy@lodestarpam.com |
info@lodestarpam.com |
3201 Danville Blvd., Suite 275 |
Alamo |
CA |
94507 |
United States of America |
North America |
https://www.linkedin.com/in/randy-manley-79280b5/ |
|
|
|
|
https://www.linkedin.com/company/lodestar-private-asset-management/ |
https://lodestarpam.com/ |
Lodestar is an independent, fee-only Financial Planning and Wealth Management firm based in the San Francisco Bay Area. Whether you’re a Silicon Valley entrepreneur, a C-Suite executive or a second-act semi-retiree, we can guide you through the financial planning landscape towards your goals. We focus on a holistic approach that includes not just asset management, but broader financial and tax planning. Complex problems don’t intimidate us. |
|
| Lodestar Private Asset Management LLC |
Kevin |
Gray |
Principal |
(925) 838-1234 |
WM |
kevin@lodestarpam.com |
info@lodestarpam.com |
3201 Danville Blvd., Suite 275 |
Alamo |
CA |
94507 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-gray-cfp®-2a59046/ |
|
|
|
|
https://www.linkedin.com/company/lodestar-private-asset-management/ |
https://lodestarpam.com/ |
Lodestar is an independent, fee-only Financial Planning and Wealth Management firm based in the San Francisco Bay Area. Whether you’re a Silicon Valley entrepreneur, a C-Suite executive or a second-act semi-retiree, we can guide you through the financial planning landscape towards your goals. We focus on a holistic approach that includes not just asset management, but broader financial and tax planning. Complex problems don’t intimidate us. |
|
| Loftus Wealth Strategies |
Michael |
Loftus |
Founder / Advisor |
(302) 251-8901 |
WM |
michael@loftuswealthstrategies.com |
info@lwsde.com |
32828 Reba Rd., Suite C |
Millville |
DE |
19967 |
United States of America |
North America |
https://www.linkedin.com/in/mloftus28/ |
|
2.009 |
|
|
|
https://www.loftuswealthstrategies.com/ |
At Loftus Wealth Strategies it is our goal to help you turn your retirement dreams into a reality. Working together, we will evaluate your finances, develop a strategy that is unique to your needs and wants, work with you closely to implement that strategy, and guide you long-term to ensure success. |
|
| Lofy Group Wealth Management, Inc. |
Thomas |
Lofy |
Founder and CEO |
(602) 953-5000 |
WM |
thomas@lofygroup.com |
info@lofygroup.com |
11120 N. Tatum Blvd., Suite 101 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-r-lofy-9b6117105/ |
|
|
|
|
https://www.linkedin.com/company/lofy-group-wealth-management-inc./ |
http://www.lofygroup.com/ |
Lofy Group® provides comprehensive wealth management services, uniting the disciplines of financial and investment management for wealthy families and their businesses. Our qualified and experienced team builds customized wealth management strategies to help you pursue the life you desire. We offer integrated wealth management strategies delivered with integrity and a distinctly personal touch - services that go beyond portfolio design and management - allowing you to pursue your dreams and strive to turn life's aspirations into financial realities. |
|
| Lokken Investment Group, LLC |
Jonathan |
Lokken |
Owner and Managing Principal |
(302) 645-6650 |
WM |
jlokken@lokkeninvest.com |
|
1413 Savannah Road, Suite 4 |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/jlokken/ |
|
2.008 |
|
|
https://www.linkedin.com/company/lokken-investment-group-llc/ |
https://www.lokkeninvest.com/ |
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). |
|
| Lokken Investment Group, LLC |
Carrie |
Ruark |
CCO |
(302) 645-6650 |
WM |
cruark@lokkeninvest.com |
|
1413 Savannah Road, Suite 4 |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/carrie-ruark-897b4296/ |
|
2.008 |
|
|
https://www.linkedin.com/company/lokken-investment-group-llc/ |
https://www.lokkeninvest.com/ |
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). |
|
| Lomsdalen Wealth Management, LLC |
Stephen |
Lomsdalen |
Financial Advisor, Vice President |
(480) 922-4222 |
WM |
stephen.lomsdalen@ampf.com |
|
16220 N Scottsdale Rd., Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-lomsdalen-chfc®-cfs®-42a63995/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/lomsdalen-wealth-management |
Lomsdalen Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. |
|
| Long Financial Planning |
Chris |
Long |
Owner |
(312) 373-9265 |
WM |
chris@longfinancialplanning.com |
|
33 N. Dearborn St., Suite 1000 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/chrislong/ |
|
|
|
|
https://www.linkedin.com/company/long-&-associates-p-c-/ |
https://longfinancialplanning.com/ |
Long and Associates operates on a Fee-Only basis. We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans. |
|
| Longboard Asset Management |
Cole |
Wilcox |
CIO, Portfolio Manager |
(800) 290-8319 |
WM |
cole@longboardfunds.com |
|
2355 East Camelback Road Suite 750 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/cole-wilcox-1574b81/ |
|
|
|
|
https://www.linkedin.com/company/longboard-asset-management/ |
https://about.longboardfunds.com/ |
Longboard is an alternative mutual fund manager, specializing in long-term trend following strategies. Our team of alternative investment consultants works directly with financial professionals on how to maximize the potential of their portfolios. |
|
| Longboard Asset Management |
Howard |
Fraser |
Managing Director |
(602) 295-9521 |
WM |
howard@longboardfunds.com |
|
2355 East Camelback Road Suite 750 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/howard-fraser-9018311a/ |
|
|
|
|
https://www.linkedin.com/company/longboard-asset-management/ |
https://about.longboardfunds.com/ |
Longboard is an alternative mutual fund manager, specializing in long-term trend following strategies. Our team of alternative investment consultants works directly with financial professionals on how to maximize the potential of their portfolios. |
|
| Longhorn Wealth Management Group |
John |
Donovan |
President and Comprehensive Wealth Planner |
(972) 707-4900 |
WM |
john.donovan@longhornwealth.net |
info@longhornwealth.net |
1701 Iowa Drive |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/john-donovan-cfp®-crpc®-8270a61/ |
|
2.014 |
$173 million |
|
https://www.linkedin.com/company/longhornwealth |
http://www.longhornwealth.net/ |
Longhorn Wealth Management Group is a privately owned wealth management firm based in Dallas, TX offering comprehensive wealth management services with a focus on serving University of Texas alumni, employees, family and friends. We specialize in working with our clients in designing, developing, defending and distributing their wealth and income to achieve all of their needs, goals and dreams. |
|
| Longitude Investment S.A. |
Robin |
Routier |
Investment Advisor |
41 227 883 727 |
WM |
lamsa@longitude.ch |
lamsa@longitude.ch |
Rue du Mont-Blanc 4 |
Geneva |
|
1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/robin-routier-512881/ |
|
|
$350M |
|
|
https://www.longitudegroup.com/ |
LONGITUDE Group is a unique organization of financial specialists and investment banking resources dedicated to private and institutional clients. |
|
| Longview Asset Management Ltd. |
R.B. (Biff) |
Matthews |
Chairman |
(416) 214-4800 |
WM |
bmatthews@longviewassets.com |
info@longviewassets.com |
79 Wellington Street West TD South Tower Suite 610 PO Box 348 Toronto-Dominion Centre |
Toronto |
ON |
M5K 1K8 |
Canada |
North America |
https://www.linkedin.com/in/r-b-biff-matthews-49364731/ |
|
2.011 |
|
|
https://ca.linkedin.com/company/longview-asset-management-ltd-?trk=public_profile_experience-item_result-card_subtitle-click |
http://longviewassets.com/ |
Longview Asset Management is a private, independent investment management firm. Our clients are high net worth individuals and families and charitable institutions. We are dedicated to ensuring our clients' long term financial security. |
|
| Longview Asset Management Ltd. |
Doug |
McCutcheon |
President |
(416) 214-4800 |
WM |
dmccutcheon@longviewassets.com |
info@longviewassets.com |
79 Wellington Street West TD South Tower Suite 610 PO Box 348 Toronto-Dominion Centre |
Toronto |
ON |
M5K 1K8 |
Canada |
North America |
https://www.linkedin.com/in/doug-mccutcheon-6a063034/ |
|
2.011 |
|
|
https://ca.linkedin.com/company/longview-asset-management-ltd-?trk=public_profile_experience-item_result-card_subtitle-click |
http://longviewassets.com/ |
Longview Asset Management is a private, independent investment management firm. Our clients are high net worth individuals and families and charitable institutions. We are dedicated to ensuring our clients' long term financial security. |
|
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
Peter |
Loring |
Partner |
(617) 523-6531 |
WM |
pLoring@lwcotrust.com |
contact@lwcotrust.com |
230 Congress St |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
|
$5,672 million |
|
https://www.linkedin.com/company/loring-wolcott-&-coolidge |
http://www.lwcotrust.com/ |
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. |
|
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
Gilbert |
Roddy |
Partner |
(617) 523-6531 |
WM |
groddy@lwcotrust.com |
contact@lwcotrust.com |
230 Congress St |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
|
$5,672 million |
|
https://www.linkedin.com/company/loring-wolcott-&-coolidge |
http://www.lwcotrust.com/ |
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. |
|
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
William |
Perkins |
Compliance Partner |
(617) 523-6531 |
WM |
wperkins@lwcotrust.com |
contact@lwcotrust.com |
230 Congress St |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
|
$5,672 million |
|
https://www.linkedin.com/company/loring-wolcott-&-coolidge |
http://www.lwcotrust.com/ |
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. |
|
| Lorne Steinberg Wealth Management Inc. |
Lorne |
Steinberg |
President |
(514) 876-9888 ext 236 |
WM |
lorne.steinberg@steinbergwealth.com |
invest@steinbergwealth.onmicrosoft.com |
1000 de La Gauchetiere West Suite 3310 |
Montreal |
QC |
H3B 4W5 |
Canada |
North America |
|
|
|
|
|
https://www.linkedin.com/company/lorne-steinberg-wealth-management-inc. |
http://www.steinbergwealth.com/ |
Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors.
Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap. |
|
| Lorne Steinberg Wealth Management Inc. |
Daniel |
Thompson |
Vice President |
(514) 876-9888 ext 228 |
WM |
daniel.thompson@steinbergwealth.com |
invest@steinbergwealth.onmicrosoft.com |
1000 de La Gauchetiere West Suite 3310 |
Montreal |
QC |
H3B 4W5 |
Canada |
North America |
https://www.linkedin.com/in/daniel-w-thompson-8082b411/ |
|
|
|
|
https://www.linkedin.com/company/lorne-steinberg-wealth-management-inc. |
http://www.steinbergwealth.com/ |
Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors.
Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap. |
|
| LotusGroup Advisors |
Raphael |
Martorello |
Managing Partner |
(720) 593-9861 |
WM |
martorello@lgadvisors.com |
info@lgadvisors.com |
250 Fillmore Street, Suite 150 |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/rmartorello/ |
|
2.004 |
$111 million |
|
https://www.linkedin.com/company/lotus-group-advisors |
http://lgadvisors.com/wealth-management |
We are a Denver-based Registered Investment Advisor (RIA) firm that combines innovative behavioral finance techniques with intriguing public and private investment programs to provide newly accredited clients with insider access to opportunities typically reserved for only the ultra wealth. |
|
| Louisbourg Investments Inc. |
Luc |
Gaudet |
President & CEO |
(506) 383-5247 |
WM |
luc.gaudet@louisbourg.net |
info@louisbourg.net |
1000-770 Main Street |
Moncton |
NB |
E1C 1E7 |
Canada |
North America |
https://www.linkedin.com/in/luc-gaudet-5154b23/ |
|
1.991 |
$2 billion |
|
https://www.linkedin.com/company/placements-louisbourg-investments?trk=public_profile_experience-item_result-card_subtitle-click |
https://louisbourg.net/ |
Louisbourg Investments has been servicing clients for over 25 years and strategically manages more than $2 billion in assets on behalf of institutions, foundations and private clients. Our ability to understand our clients' goals and develop custom-tailored investment solutions designed to meet those goals is what sets us apart.
Louisbourg Investments is one of the leading portfolio management and investment advisory firms in Atlantic Canada and is 100% owned by regional stakeholders. |
|
| Louisbourg Investments Inc. |
Mathieu |
Roy |
VP, Portfolio Manager |
(506) 853-5451 |
WM |
mathieu.roy@louisbourg.net |
info@louisbourg.net |
1000-770 Main Street |
Moncton |
NB |
E1C 1E7 |
Canada |
North America |
https://www.linkedin.com/in/mathieu-roy-cfa-030b5310/ |
|
1.991 |
$2 billion |
|
https://www.linkedin.com/company/placements-louisbourg-investments?trk=public_profile_experience-item_result-card_subtitle-click |
https://louisbourg.net/ |
Louisbourg Investments has been servicing clients for over 25 years and strategically manages more than $2 billion in assets on behalf of institutions, foundations and private clients. Our ability to understand our clients' goals and develop custom-tailored investment solutions designed to meet those goals is what sets us apart.
Louisbourg Investments is one of the leading portfolio management and investment advisory firms in Atlantic Canada and is 100% owned by regional stakeholders. |
|
| Lourdmurray |
Blaine |
Lourd |
Founder & CoCEO |
(310) 300-9898 |
WM |
blourd@lourdmurray.com |
info@lourdmurray.com |
9777 Wilshire Blvd Suite 1018 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
|
|
2.006 |
$3,319 million |
|
https://www.linkedin.com/company/lourd-capital-management |
http://www.lourdmurray.com |
LourdMurray was founded with the intent to provide conflict-free investment advice and offer investors an alternative to the Wall Street experience.
In a traditional brokerage model, a broker’s compensation is contingent upon product sales commissions, transaction charges, and/or advisory fees, therefore incentivizing excessive trades and pushing proprietary products. This compensation structure distorts the ultimate goal of maximizing client wealth. Conversely, the fee-only model employed by LourdMurray eliminates this conflict of interest and creates alignment between client and advisor; if clients make more or less money, so do we. Rather than pushing fads and products as with the traditional brokerage model, LourdMurray engages solutions that are carefully engineered to meet client goals. Based in Beverly Hills, LourdMurray’s investment team consists of CFA charterholders, CFP’s, and MBA’s with extensive professional experience, that deliver institutional-grade investment advice tailored to each client’s unique needs. |
|
| Lourdmurray |
Jill |
Young |
Chief Compliance Officer |
(310) 651-2495 |
WM |
jyoung@lourdmurray.com |
info@lourdmurray.com |
9777 Wilshire Blvd Suite 1018 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/jill-young-4a26441b/ |
|
2.006 |
$3,319 million |
|
https://www.linkedin.com/company/lourd-capital-management |
http://www.lourdmurray.com |
LourdMurray was founded with the intent to provide conflict-free investment advice and offer investors an alternative to the Wall Street experience.
In a traditional brokerage model, a broker’s compensation is contingent upon product sales commissions, transaction charges, and/or advisory fees, therefore incentivizing excessive trades and pushing proprietary products. This compensation structure distorts the ultimate goal of maximizing client wealth. Conversely, the fee-only model employed by LourdMurray eliminates this conflict of interest and creates alignment between client and advisor; if clients make more or less money, so do we. Rather than pushing fads and products as with the traditional brokerage model, LourdMurray engages solutions that are carefully engineered to meet client goals. Based in Beverly Hills, LourdMurray’s investment team consists of CFA charterholders, CFP’s, and MBA’s with extensive professional experience, that deliver institutional-grade investment advice tailored to each client’s unique needs. |
|
| Lourdmurray |
Michael |
Lee |
President & COO |
(310) 300-9828 |
WM |
mlee@lourdmurray.com |
info@lourdmurray.com |
9777 Wilshire Blvd Suite 1018 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/michael-lee-81b0155/ |
|
2.006 |
$3,319 million |
|
https://www.linkedin.com/company/lourd-capital-management |
http://www.lourdmurray.com |
LourdMurray was founded with the intent to provide conflict-free investment advice and offer investors an alternative to the Wall Street experience.
In a traditional brokerage model, a broker’s compensation is contingent upon product sales commissions, transaction charges, and/or advisory fees, therefore incentivizing excessive trades and pushing proprietary products. This compensation structure distorts the ultimate goal of maximizing client wealth. Conversely, the fee-only model employed by LourdMurray eliminates this conflict of interest and creates alignment between client and advisor; if clients make more or less money, so do we. Rather than pushing fads and products as with the traditional brokerage model, LourdMurray engages solutions that are carefully engineered to meet client goals. Based in Beverly Hills, LourdMurray’s investment team consists of CFA charterholders, CFP’s, and MBA’s with extensive professional experience, that deliver institutional-grade investment advice tailored to each client’s unique needs. |
|
| Lourdmurray |
Palmer |
Murray |
CoCEO |
(310) 300-9898 |
WM |
pmurray@lourdmurray.com |
info@lourdmurray.com |
9777 Wilshire Blvd Suite 1018 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/palmer-neville-murray-4a730b61/ |
|
2.006 |
$3,319 million |
|
https://www.linkedin.com/company/lourd-capital-management |
http://www.lourdmurray.com |
LourdMurray was founded with the intent to provide conflict-free investment advice and offer investors an alternative to the Wall Street experience.
In a traditional brokerage model, a broker’s compensation is contingent upon product sales commissions, transaction charges, and/or advisory fees, therefore incentivizing excessive trades and pushing proprietary products. This compensation structure distorts the ultimate goal of maximizing client wealth. Conversely, the fee-only model employed by LourdMurray eliminates this conflict of interest and creates alignment between client and advisor; if clients make more or less money, so do we. Rather than pushing fads and products as with the traditional brokerage model, LourdMurray engages solutions that are carefully engineered to meet client goals. Based in Beverly Hills, LourdMurray’s investment team consists of CFA charterholders, CFP’s, and MBA’s with extensive professional experience, that deliver institutional-grade investment advice tailored to each client’s unique needs. |
|
| Lowe, Brockenbrough & Company |
Ross |
Bowers Jr |
Managing Director |
(804) 288-0404 |
WM |
rbowers@lowebrockenbrough.com |
|
1802 Bayberry Ct Suite 400 |
Richmond |
VA |
23226 |
United States of America |
North America |
https://www.linkedin.com/in/ros-bowers-a8b47910/ |
|
1.970 |
$2,041,036,116 |
|
https://www.linkedin.com/company/lowe-brockenbrough-&-company |
http://www.lowebrockenbrough.com/ |
Lowe, Brockenbrough & Company (LB&C) is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. |
|
| Lowe, Brockenbrough & Company |
Austin |
Brockenbrough III |
Managing Director |
(804) 288-0404 |
WM |
abiii@lowebrockenbrough.com |
|
1802 Bayberry Ct Suite 400 |
Richmond |
VA |
23226 |
United States of America |
North America |
https://www.linkedin.com/in/austin-brockenbrough-96211128/ |
|
1.970 |
$2,041,036,116 |
|
https://www.linkedin.com/company/lowe-brockenbrough-&-company |
http://www.lowebrockenbrough.com/ |
Lowe, Brockenbrough & Company (LB&C) is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. |
|
| Lowe, Brockenbrough & Company |
Austin |
Brockenbrough IV |
Managing Director |
(804) 288-0404 |
WM |
abiv@lowebrockenbrough.com |
|
1802 Bayberry Ct Suite 400 |
Richmond |
VA |
23226 |
United States of America |
North America |
https://www.linkedin.com/in/austin-brockenbrough-iv-8304568/ |
|
1.970 |
$2,041,036,116 |
|
https://www.linkedin.com/company/lowe-brockenbrough-&-company |
http://www.lowebrockenbrough.com/ |
Lowe, Brockenbrough & Company (LB&C) is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. |
|
| Lowe, Brockenbrough & Company |
Robert |
Burke |
Managing Director |
(804) 288-0404 |
WM |
bburke@lowebrockenbrough.com |
|
1802 Bayberry Ct Suite 400 |
Richmond |
VA |
23226 |
United States of America |
North America |
https://www.linkedin.com/in/bob-burke-5269a03a/ |
|
1.970 |
$2,041,036,116 |
|
https://www.linkedin.com/company/lowe-brockenbrough-&-company |
http://www.lowebrockenbrough.com/ |
Lowe, Brockenbrough & Company (LB&C) is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. |
|
| Lowe, Brockenbrough & Company |
Charles |
Caravati III |
Managing Director |
(804) 288-0404 |
WM |
ccaravati@lowebrockenbrough.com |
|
1802 Bayberry Ct Suite 400 |
Richmond |
VA |
23226 |
United States of America |
North America |
https://www.linkedin.com/in/charles-caravati-22237224/ |
|
1.970 |
$2,041,036,116 |
|
https://www.linkedin.com/company/lowe-brockenbrough-&-company |
http://www.lowebrockenbrough.com/ |
Lowe, Brockenbrough & Company (LB&C) is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. |
|
| Lowenhaupt & Chasnoff LLC |
Charles |
Lowenhaupt |
Chairman and CEO |
(314) 241-5950 |
WM |
cal@lowenchas.com |
info@lowenchas.com |
10 S Broadway #550 |
St Louis |
MO |
63102 |
United States of America |
North America |
https://www.linkedin.com/in/charles-lowenhaupt-a3a0a67/ |
|
2.006 |
|
|
https://www.linkedin.com/company/lowenhaupt-global-advisors/?originalSubdomain=ph |
https://lowenchas.com/ |
At the law firm of Lowenhaupt & Chasnoff (L&C), we’ve been helping individuals and families of significant wealth for more than 110 years.
We provide independent, objective advice about wealth transfer, philanthropy and governance issues for multi-generational families.. |
|
| Lowenhaupt & Chasnoff LLC |
Carolyn |
Ohlsen |
Managing Partner |
(314) 345-8123 |
WM |
cmo@lowenchas.com |
info@lowenchas.com |
10 S Broadway #550 |
St Louis |
MO |
63102 |
United States of America |
North America |
https://www.linkedin.com/in/carolyn-ohlsen-223407a/ |
|
2.006 |
|
|
https://www.linkedin.com/company/lowenhaupt-global-advisors/?originalSubdomain=ph |
https://lowenchas.com/ |
At the law firm of Lowenhaupt & Chasnoff (L&C), we’ve been helping individuals and families of significant wealth for more than 110 years.
We provide independent, objective advice about wealth transfer, philanthropy and governance issues for multi-generational families.. |
|
| Lowenhaupt & Chasnoff LLC |
Barbara |
Ablan |
Operations Manager |
(314) 345-8120 |
WM |
baa@lowenchas.com |
info@lowenchas.com |
10 S Broadway #550 |
St Louis |
MO |
63102 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-ablan-439aa964/ |
|
2.006 |
|
|
https://www.linkedin.com/company/lowenhaupt-global-advisors/?originalSubdomain=ph |
https://lowenchas.com/ |
At the law firm of Lowenhaupt & Chasnoff (L&C), we’ve been helping individuals and families of significant wealth for more than 110 years.
We provide independent, objective advice about wealth transfer, philanthropy and governance issues for multi-generational families.. |
|
| Lowery Thomas, LLC |
Kenneth |
Cala |
Founder & Director of Planning |
(415) 227-9800 |
WM |
kenc@lowerythomas.com |
|
220 Montgomery Street, Suite 1072 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/ken-cala-b190189/ |
|
|
$143M |
|
|
http://www.lowerythomas.com/ |
Lowery Thomas, LLC is an investment advisory firm that assists individuals in maximizing wealth through asset allocation diversification. |
|
| Loyola Asset Management |
Alvaro |
Castillo |
President |
(305) 377-1941 |
WM |
alvaro.castillo@loyola-asset.com |
info@loyola-asset.com |
55 Merrick Way Suite 208 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/alvaro-castillo-7a719218/ |
|
2.006 |
$265M |
|
https://www.linkedin.com/company/loyola-asset-management |
http://www.loyola-asset.com |
At Loyola, we work for a common goal: our clients success. We are honest, transparent and independent. Your prosperity is our mission. We take a holistic and disciplined approach to wealth management, which allows us to best serve those who depend on us. Through honest conversation and a belief in building relationships based on trust, those who work with us see immediate value in the way we do business. We are the perfect choice for creating comprehensive and unique financial solutions that produce tranquility and peace of mind. We help individuals address strengths, weaknesses, opportunities and threats present in their financial landscape. Through strategic alliances with the best in the business, we are always sure that our clients have the best resources available to them. |
|
| Loyola Asset Management |
Arturo |
Hierro |
Vice President |
(305) 377-1941 |
WM |
ahierro@loyola-asset.com |
info@loyola-asset.com |
55 Merrick Way Suite 208 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/arturo-hierro-aif®-14b68a94/ |
|
2.006 |
$265M |
|
https://www.linkedin.com/company/loyola-asset-management |
http://www.loyola-asset.com |
At Loyola, we work for a common goal: our clients success. We are honest, transparent and independent. Your prosperity is our mission. We take a holistic and disciplined approach to wealth management, which allows us to best serve those who depend on us. Through honest conversation and a belief in building relationships based on trust, those who work with us see immediate value in the way we do business. We are the perfect choice for creating comprehensive and unique financial solutions that produce tranquility and peace of mind. We help individuals address strengths, weaknesses, opportunities and threats present in their financial landscape. Through strategic alliances with the best in the business, we are always sure that our clients have the best resources available to them. |
|
| Loyola Asset Management |
Milagros |
Perez Leal |
Vice President |
(305) 377-1941 |
WM |
millie@loyola-asset.com |
info@loyola-asset.com |
55 Merrick Way Suite 208 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
2.006 |
$265M |
|
https://www.linkedin.com/company/loyola-asset-management |
http://www.loyola-asset.com |
At Loyola, we work for a common goal: our clients success. We are honest, transparent and independent. Your prosperity is our mission. We take a holistic and disciplined approach to wealth management, which allows us to best serve those who depend on us. Through honest conversation and a belief in building relationships based on trust, those who work with us see immediate value in the way we do business. We are the perfect choice for creating comprehensive and unique financial solutions that produce tranquility and peace of mind. We help individuals address strengths, weaknesses, opportunities and threats present in their financial landscape. Through strategic alliances with the best in the business, we are always sure that our clients have the best resources available to them. |
|
| Loyola Asset Management |
Marcos |
Segrera |
Senior Wealth Advisor |
(305) 377-1941 |
WM |
marcos@loyola-asset.com |
info@loyola-asset.com |
55 Merrick Way Suite 208 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/msegrera/ |
|
2.006 |
$265M |
|
https://www.linkedin.com/company/loyola-asset-management |
http://www.loyola-asset.com |
At Loyola, we work for a common goal: our clients success. We are honest, transparent and independent. Your prosperity is our mission. We take a holistic and disciplined approach to wealth management, which allows us to best serve those who depend on us. Through honest conversation and a belief in building relationships based on trust, those who work with us see immediate value in the way we do business. We are the perfect choice for creating comprehensive and unique financial solutions that produce tranquility and peace of mind. We help individuals address strengths, weaknesses, opportunities and threats present in their financial landscape. Through strategic alliances with the best in the business, we are always sure that our clients have the best resources available to them. |
|
| LPL Financial, LLP |
William |
Morrissey |
Managing Director, Divisional President Business Development |
(954) 417-7570 |
WM |
bill.morrissey@lpl.com |
investor.relations@lpl.com |
75 State Street, 22nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/william-morrissey-64278531/ |
|
1.989 |
$31.8B |
|
https://www.linkedin.com/company/lpl-financial?trk=public_profile_topcard_current_company |
https://lplfinancial.lpl.com/ |
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com |
|
| LPL Financial, LLP |
Burt |
White |
Chief Investment Officer |
(954) 417-7570 |
WM |
burt.white@lpl.com |
investor.relations@lpl.com |
75 State Street, 22nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/burt-white-6944801b/ |
|
1.989 |
$31.8B |
|
https://www.linkedin.com/company/lpl-financial?trk=public_profile_topcard_current_company |
https://lplfinancial.lpl.com/ |
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com |
|
| LPL Financial, LLP |
Sallie |
Larsen |
Managing Director, Chief Human Capital Officer |
(954) 417-7570 |
WM |
sallie.larsen@lpl.com |
investor.relations@lpl.com |
75 State Street, 22nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/sallie-larsen-b527384/ |
|
1.989 |
$31.8B |
|
https://www.linkedin.com/company/lpl-financial?trk=public_profile_topcard_current_company |
https://lplfinancial.lpl.com/ |
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com |
|
| LPL Financial, LLP |
Scott |
Seese |
Managing Director and Chief Information Officer |
(954) 417-7570 |
WM |
scott.seese@lpl.com |
investor.relations@lpl.com |
75 State Street, 22nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/scottseese/ |
|
1.989 |
$31.8B |
|
https://www.linkedin.com/company/lpl-financial?trk=public_profile_topcard_current_company |
https://lplfinancial.lpl.com/ |
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com |
|
| LPL Financial, LLP |
David |
Kopp |
Managing Principal and Financial Advisor |
(954) 417-7570 |
WM |
David.kopp@lpl.com |
|
8201 Peters Rd., Suite 23 |
Plantation |
FL |
33324 |
United States of America |
North America |
|
|
|
|
|
|
https://www.davidlkopp.com/ |
LPL Financial specializes in providing a high-quality, comprehensive wealth management experience for high-net-worth individuals and their families. By working with such an exclusive group of clients, we can ensure that catering to client needs will take precedence above all else. |
|
| lronwood lnvestment Counsel, LLC |
Paul |
Alston |
Partner |
(602) 493-4042 |
WM |
palston@ironwoodic.com |
info@ironwoodic.com |
14646 North Kierland Boulevard, Suite 135 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/paul-alston-437b9014/ |
|
2.001 |
$1B |
|
https://www.linkedin.com/company/ironwood-investment-counsel/ |
https://www.ironwoodic.com/ |
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. |
|
| lronwood lnvestment Counsel, LLC |
Jeffrey |
Shiffra |
Partner |
(602) 493-4042 |
WM |
jshiffra@ironwoodic.com |
info@ironwoodic.com |
14646 North Kierland Boulevard, Suite 135 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-shiffra-cfa-cpa-6722684/ |
|
2.001 |
$1B |
|
https://www.linkedin.com/company/ironwood-investment-counsel/ |
https://www.ironwoodic.com/ |
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. |
|
| LSV Asset Management |
Josef |
Lakonishok |
CEO, CIO, Founding Partner |
(312) 460-2443 |
WM |
jlakonishok@lsvasset.com |
jciaglo@lsvasset.com |
155 North Wacker Driver Suite 4600 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.994 |
$97 billion |
|
https://www.linkedin.com/company/lsv-asset-management |
http://lsvasset.com/ |
LSV Asset Management is a quantitative value equity manager providing active management solutions for institutional investors around the world. LSV's founders are well known for their work in behavioral finance. Over 30 years of academic research and over 200 research papers, many of which have been published in Financial Journals, are the foundation for LSV’s disciplined investment approach. |
|
| LSV Asset Management |
Keith |
Burch |
Partner & Director, Client Portfolio Services |
(312) 460-2336 |
WM |
kbruch@lsvasset.com |
jciaglo@lsvasset.com |
155 North Wacker Driver Suite 4600 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.994 |
$97 billion |
|
https://www.linkedin.com/company/lsv-asset-management |
http://lsvasset.com/ |
LSV Asset Management is a quantitative value equity manager providing active management solutions for institutional investors around the world. LSV's founders are well known for their work in behavioral finance. Over 30 years of academic research and over 200 research papers, many of which have been published in Financial Journals, are the foundation for LSV’s disciplined investment approach. |
|
| LSV Asset Management |
Peter |
Young |
Partner & Director, Client Portfolio Services |
(312) 460-2337 |
WM |
pyoung@lsvasset.com |
jciaglo@lsvasset.com |
155 North Wacker Driver Suite 4600 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.994 |
$97 billion |
|
https://www.linkedin.com/company/lsv-asset-management |
http://lsvasset.com/ |
LSV Asset Management is a quantitative value equity manager providing active management solutions for institutional investors around the world. LSV's founders are well known for their work in behavioral finance. Over 30 years of academic research and over 200 research papers, many of which have been published in Financial Journals, are the foundation for LSV’s disciplined investment approach. |
|
| LSV Asset Management |
Puneet |
Mansharamani |
Partner, Portfolio Manager |
(312) 460-2443 |
WM |
pmansharamani@lsvasset.com |
jciaglo@lsvasset.com |
155 North Wacker Driver Suite 4600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/puneet-mansharamani-cfa-b22304/ |
|
1.994 |
$97 billion |
|
https://www.linkedin.com/company/lsv-asset-management |
http://lsvasset.com/ |
LSV Asset Management is a quantitative value equity manager providing active management solutions for institutional investors around the world. LSV's founders are well known for their work in behavioral finance. Over 30 years of academic research and over 200 research papers, many of which have been published in Financial Journals, are the foundation for LSV’s disciplined investment approach. |
|
| LSV Asset Management |
James |
Owens |
Partner & Director, Client Portfolio Services |
(312) 460-2323 |
WM |
jowens@lsvasset.com |
jciaglo@lsvasset.com |
155 North Wacker Driver Suite 4600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/james-owens-0284757/ |
|
1.994 |
$97 billion |
|
https://www.linkedin.com/company/lsv-asset-management |
http://lsvasset.com/ |
LSV Asset Management is a quantitative value equity manager providing active management solutions for institutional investors around the world. LSV's founders are well known for their work in behavioral finance. Over 30 years of academic research and over 200 research papers, many of which have been published in Financial Journals, are the foundation for LSV’s disciplined investment approach. |
|
| LT Wealth Management Partners |
Terry |
Wright |
Portfolio Manager |
(604) 416-2505 |
WM |
terry.wright@raymondjames.ca |
LTwealth@raymondjames.ca |
555 Burrard St., 1st Floor |
Vancouver |
BC |
V7X 1M82 |
Canada |
North America |
https://www.linkedin.com/in/terrywrightcim/ |
|
2.015 |
|
|
https://www.linkedin.com/company/lt-wealth-management-partners/ |
https://ltwealth.ca/ |
We act as personal CFO for busy professionals, helping them implement goals and strategies to achieve long-term success. We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed. |
|
| LT Wealth Management Partners |
Chris |
Mills |
Financial Advisor |
(604) 416-2505 |
WM |
chris.mills@raymondjames.ca |
LTwealth@raymondjames.ca |
555 Burrard St., 1st Floor |
Vancouver |
BC |
V7X 1M82 |
Canada |
North America |
https://www.linkedin.com/in/chris-mills-cim/ |
|
2.015 |
|
|
https://www.linkedin.com/company/lt-wealth-management-partners/ |
https://ltwealth.ca/ |
We act as personal CFO for busy professionals, helping them implement goals and strategies to achieve long-term success. We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed. |
|
| LT Wealth Management Partners |
Meetra |
Eskandarpour |
Business Operations Lead |
(604) 416-2505 |
WM |
meetra.eskandarpour@raymondjames.ca |
LTwealth@raymondjames.ca |
555 Burrard St., 1st Floor |
Vancouver |
BC |
V7X 1M82 |
Canada |
North America |
https://www.linkedin.com/in/meetraeskandarpour/ |
|
2.015 |
|
|
https://www.linkedin.com/company/lt-wealth-management-partners/ |
https://ltwealth.ca/ |
We act as personal CFO for busy professionals, helping them implement goals and strategies to achieve long-term success. We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed. |
|
| Lucia Capital Group - Phoenix |
Joseph |
Lucia |
President, Wealth Advisor |
(800) 644-1150 x1272 |
WM |
joe@luciacap.com |
hello@luciacap.com |
7047 E. Greenway Parkway, #230 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/joeplucia/ |
|
2.010 |
|
|
https://www.linkedin.com/company/luciacap |
https://www.luciacap.com/ |
Lucia Capital Group is a family of financial services companies offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. |
|
| Lucia Capital Group - Phoenix |
Mark |
Scalzo |
Chief Investment Officer |
(800) 644-1150 x1227 |
WM |
mscalzo@luciacap.com |
hello@luciacap.com |
7047 E. Greenway Parkway, #230 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/markscalzo/ |
|
2.010 |
|
|
https://www.linkedin.com/company/luciacap |
https://www.luciacap.com/ |
Lucia Capital Group is a family of financial services companies offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. |
|
| Lucia Capital Group - Phoenix |
Richard |
Plum |
CFO |
(800) 644-1150 x1066 |
WM |
rplum@luciacap.com |
hello@luciacap.com |
7047 E. Greenway Parkway, #230 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/rick-plum-4a25b610b/ |
|
2.010 |
|
|
https://www.linkedin.com/company/luciacap |
https://www.luciacap.com/ |
Lucia Capital Group is a family of financial services companies offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. |
|
| Luther King Capital Management |
Michael |
Yeager |
Vice President, Director of Research, Analyst |
(817) 332-3235 |
WM |
myeager@lkcm.com |
|
301 Commerce Street, Suite 1600 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
|
|
|
$14.5B |
|
https://www.linkedin.com/company/luther-king-capital-management |
http://www.lkcm.com/ |
Luther King Capital Management is a SEC-registered investment advisory firm founded by J. Luther King Jr. in 1979 and is headquartered in Fort Worth, Texas. LKCM provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profit sharing plans, trusts and estates, and other organizations. |
|
| Lutz Financial |
Jim |
Boulay |
Investment Advisor, Managing Member |
(402) 827-2300 |
WM |
jboulay@lutzfinancial.com |
contact@lutzfinancial.com |
13616 California St Suite 300 |
Omahe |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/jim-boulay-cpa-cfp-cap-2b56216/ |
|
1.980 |
$611,958,870 |
|
https://www.linkedin.com/company/lutz-?trk=public_profile_experience-item_result-card_subtitle-click |
https://www.lutzfinancial.com/ |
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service. |
|
| Lutz Financial |
Justin |
Vossen |
Investment Advisor, Principal |
(402) 287-2300 |
WM |
jvossen@lutzfinancial.com |
contact@lutzfinancial.com |
13616 California St Suite 300 |
Omahe |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/justinvossen/ |
|
1.980 |
$611,958,870 |
|
https://www.linkedin.com/company/lutz-?trk=public_profile_experience-item_result-card_subtitle-click |
https://www.lutzfinancial.com/ |
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service. |
|
| LW Investment Management (USA) LLC |
Carlos |
Zalles |
Chairman & President |
(786) 353-0036 |
WM |
czalles@lwimusa.com |
info@lwimusa.com |
1111 Brickell Ave., Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/carlos-zalles-3430a31/ |
|
|
|
|
https://www.linkedin.com/company/lw-investment-management-usa-llc/ |
http://www.lwimusa.com/ |
LWIM USA is a Florida registered investment adviser that primarily provides advisory and management services to private investment companies and serves as Fund Manager to the proprietary LW family of funds as part of the LW Partners network.
As a part of the LW Partners network, LWIM USA is uniquely qualified to provide advisory services to individuals, banks, and institutional investors investing in the Emerging Markets sector. Our portfolio management team members have approximately 30 years experience working together investing in Latin America. Over time, we have built a network that has granted us access to opportunities and people that move markets and drive revenues and profitability in our chosen market sectors. This specialized expertise and access allows us to provide our clients with exposure to underserved market segments with outstanding potential. |
|
| LW Investment Management (USA) LLC |
Nicolas |
Zalles |
Managing Director |
(786) 353-0036 |
WM |
nzalles@lwimusa.com |
info@lwimusa.com |
1111 Brickell Ave., Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/nicolas-zalles-3110a915/ |
|
|
|
|
https://www.linkedin.com/company/lw-investment-management-usa-llc/ |
http://www.lwimusa.com/ |
LWIM USA is a Florida registered investment adviser that primarily provides advisory and management services to private investment companies and serves as Fund Manager to the proprietary LW family of funds as part of the LW Partners network.
As a part of the LW Partners network, LWIM USA is uniquely qualified to provide advisory services to individuals, banks, and institutional investors investing in the Emerging Markets sector. Our portfolio management team members have approximately 30 years experience working together investing in Latin America. Over time, we have built a network that has granted us access to opportunities and people that move markets and drive revenues and profitability in our chosen market sectors. This specialized expertise and access allows us to provide our clients with exposure to underserved market segments with outstanding potential. |
|
| Lycos Asset Management |
Constantine |
Lycos |
President & CEO |
(855) 855-9267 ext1 |
WM |
constantine@lycosasset.com |
info@lyonsasset.ca |
808 Nelson St., Suite 1731 |
Vancouver |
BC |
V6Z 2H2 |
Canada |
North America |
https://www.linkedin.com/in/constantinelycos/ |
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lycos Asset Management |
Steve |
Nyvik |
Senior Portfolio Manager & Financial Planner |
(604) 288-2083 ext2 |
WM |
steve@lycosasset.com |
info@lyonsasset.ca |
808 Nelson St., Suite 1731 |
Vancouver |
BC |
V6Z 2H2 |
Canada |
North America |
https://www.linkedin.com/in/steve-nyvik-551a4b14/ |
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lycos Asset Management |
Adrian |
Mastracci |
Senior Portfolio Manager |
(604) 739-4500 |
WM |
adrian@lycosasset.com |
info@lyonsasset.ca |
808 Nelson St., Suite 1731 |
Vancouver |
BC |
V6Z 2H2 |
Canada |
North America |
https://www.linkedin.com/in/adrian-mastracci-8a255229/ |
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lycos Asset Management |
Rob |
Bisbicis |
Research Analyst and Financial Planner |
|
WM |
rob@lycosasset.com |
info@lyonsasset.ca |
808 Nelson St., Suite 1731 |
Vancouver |
BC |
V6Z 2H2 |
Canada |
North America |
https://www.linkedin.com/in/robert-bisbicis-5366bb7/ |
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lycos Asset Management |
Gregg |
Lutton |
Operations Manager |
(855) 855-9267 ext2 |
WM |
gregg@lycosasset.com |
info@lyonsasset.ca |
808 Nelson St., Suite 1731 |
Vancouver |
BC |
V6Z 2H2 |
Canada |
North America |
https://www.linkedin.com/in/gregg-lutton-1715611b/ |
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lyons Asset Management |
Michael |
Lyons |
Founder and Chief Investment Officer |
(905) 844-8720 Ext. 22 |
WM |
mlyons@lyonsasset.ca |
info@lyonsasset.ca |
402-277 Lakeshore Rd East |
Oakville |
ON |
L6J 1H9 |
Canada |
North America |
|
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lyons Asset Management |
Peter |
Timsans |
President |
(905) 844-8720 Ext. 24 |
WM |
ptimsans@lyonsasset.ca |
info@lyonsasset.ca |
402-277 Lakeshore Rd East |
Oakville |
ON |
L6J 1H9 |
Canada |
North America |
https://www.linkedin.com/in/petertimsans/ |
|
2.005 |
|
|
https://pr.linkedin.com/company/lyons-asset-management |
http://www.lyonsasset.ca/ |
Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings. Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future. |
|
| Lyra Capital Pte Ltd |
Charles |
Monney |
Managing Partner |
65 62 35 81 89 |
WM |
charles@lyracap.com |
info@lyracap.com |
71 Duxton Road |
Singapore |
|
089530 |
Singapore |
Asia |
https://www.linkedin.com/in/charles-monney-b32b472b/ |
Frontier Markets, Commodities, Emerging Markets Small Caps, REITs, High Yield, Emerging Markets Debt, Currencies, Access to restricted Markets and Funds, Private Equity Placements, Initial Public Offerings, IPOs, Merger and Acquisition, M&A |
2.007 |
|
|
https://www.linkedin.com/company/lyra-capital-pte-ltd/ |
https://www.lyracap.com/ |
Lyra Capital Pte Ltd is a privately-owned wealth management company incorporated in 2007 in Singapore and regulated by the same state. The company’s founder is Mr. Charles Monney. Lyra Capital develops a deep understanding of its clients’ needs to provide personalised “Wealth Management Solutions”. Our common efforts yield solid results for both you and our company – your interests are our interests – in an environment built around the following key values: PRIVACY & TRUST, INVESTMENT MANAGEMENT, PERFORMANCE, INDEPENDENCE, SOCIAL RESPONSIBILITY. |
|
| Lyxor Asset Management |
Lionel |
Paquin |
CEO |
33 1 42 13 31 31 |
WM |
lionel.paquin@lyxor.com |
client-services@lyxor.com |
17 Cours Valmy-Tour, Societe Generale |
Paris |
|
92987 |
France |
Europe |
https://www.linkedin.com/in/lionel-paquin-6842187/ |
|
1.998 |
|
|
https://www.linkedin.com/company/lyxor-asset-management?trk=public_profile_topcard_current_company |
http://www.lyxor.com |
Lyxor Asset Management S.A.S. provides investment management firm. The Company offers financial planning, investment strategies, asset management, consulting, and other financial services. Lyxor Asset Management serves clients worldwide. |
|
| M Capital Advisors, Personal Wealth & Institutional Asset Management |
Mauro |
Mastrapasqua |
President and Principal, Chief Compliance Officer |
(615) 244-8400 |
WM |
mauro@mastrapasqua.com |
info@mcapitaladv.com |
104 Woodmont Boulevard, Suite 320 |
Nashville |
TN |
37205 |
United States of America |
North America |
https://www.linkedin.com/in/mauro-mastrapasqua-3b29447a/ |
|
1.993 |
|
|
https://www.linkedin.com/company/m-capital-advisors/ |
https://www.mcapitaladv.com/ |
M Capital Advisors provides total management of your wealth based on our research and your individual life goals. Customized Investment Management is the core of our service. We utilize all necessary services in order to optimize your financial situation. Our planning process is modeled after the Certified Financial Planners (CFP®) Board of Standards. |
|
| M Capital Advisors, Personal Wealth & Institutional Asset Management |
Patrick |
Snell |
Principal, Portfolio Manager |
(615) 244-8400 |
WM |
patrick@mcapitaladv.com |
info@mcapitaladv.com |
104 Woodmont Boulevard, Suite 320 |
Nashville |
TN |
37205 |
United States of America |
North America |
https://www.linkedin.com/in/patricksnell/ |
|
1.993 |
|
|
https://www.linkedin.com/company/m-capital-advisors/ |
https://www.mcapitaladv.com/ |
M Capital Advisors provides total management of your wealth based on our research and your individual life goals. Customized Investment Management is the core of our service. We utilize all necessary services in order to optimize your financial situation. Our planning process is modeled after the Certified Financial Planners (CFP®) Board of Standards. |
|
| M&M Wealth Management, LLC |
Eric |
Marvin |
CEO & Co-Founder |
(239) 288-6542 |
WM |
emarvin@mandmwealth.com |
|
13410 Parker Commons Blvd., Suite 101 |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/eric-marvin-cfp®-crpc®-6706119/ |
|
2.014 |
$15M |
|
|
https://www.mandmwealthmanagement.com/ |
M&M Wealth Management has about 32 years of investment management, insurance and financial planning experience between its partners. Eric Marvin has a BS in Finance, CFP® and CRPC®. Guiseppi Morabito has BS in Corporate Finance, Financial Services and CRPC®. Both Guiseppi & Eric have trained, worked at and have extensive experience at traditional broker dealers and insurance companies such as Merrill Lynch, FSC Securities, JP Turner and MetLife. They discovered the limitations and conflict of interest that exist in most traditional advisory practices so together they decided to form an independent RIA firm with the freedom to offer their clients a wide universe of products & services that are in the best interest of their clients not any particular firm, hence M&M Wealth Management was born. |
|
| M&M Wealth Management, LLC |
Guiseppi |
Morabito |
President & Financial Consultant |
(440) 212-3926 |
WM |
gmorabito@mandmwealth.com |
|
13410 Parker Commons Blvd., Suite 101 |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/guiseppi-m-9423841a/ |
|
2.014 |
$15M |
|
|
https://www.mandmwealthmanagement.com/ |
M&M Wealth Management has about 32 years of investment management, insurance and financial planning experience between its partners. Eric Marvin has a BS in Finance, CFP® and CRPC®. Guiseppi Morabito has BS in Corporate Finance, Financial Services and CRPC®. Both Guiseppi & Eric have trained, worked at and have extensive experience at traditional broker dealers and insurance companies such as Merrill Lynch, FSC Securities, JP Turner and MetLife. They discovered the limitations and conflict of interest that exist in most traditional advisory practices so together they decided to form an independent RIA firm with the freedom to offer their clients a wide universe of products & services that are in the best interest of their clients not any particular firm, hence M&M Wealth Management was born. |
|
| M.F.A. Finance SA |
Fritz |
Affolter |
Fund Management |
41 223 228 070 |
WM |
fritz.affolter@mfa-finance.ch |
info@mfa-finance.ch |
rue Saint-Ours 4 |
Geneva |
|
1205 |
Switzerland |
Europe |
|
|
2.003 |
€90M |
|
|
http://mfa-finance.ch/ |
MFA Finance is an asset management company providing services to private clients.
Through customised and flexible approach, we provide our clients with the possibility of building together a quality relationship within which performance, transparency and confidence are our priorities at all times.
Our clients know they can rely on experienced managers, attentive to their needs, and keeping pace with the ever-changing environment. |
|
| M.F.A. Finance SA |
Marc |
Affolter |
Fund Management |
41 223 228 070 |
WM |
marc.affolter@mfa-finance.ch |
info@mfa-finance.ch |
rue Saint-Ours 4 |
Geneva |
|
1205 |
Switzerland |
Europe |
|
|
2.003 |
€90M |
|
|
http://mfa-finance.ch/ |
MFA Finance is an asset management company providing services to private clients.
Through customised and flexible approach, we provide our clients with the possibility of building together a quality relationship within which performance, transparency and confidence are our priorities at all times.
Our clients know they can rely on experienced managers, attentive to their needs, and keeping pace with the ever-changing environment. |
|
| Mac Adams Wealth Advisors LLC |
Jane |
Mac Adams |
President |
(214) 273-3630 |
WM |
jane@macfingroup.com |
|
12770 Coit Road #1226 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/janemacadams/ |
|
|
$30M |
|
https://www.linkedin.com/company/mac-adams-financial-group?trk=public_profile_experience-item_result-card_subtitle-click |
http://www.macfinwealth.com/ |
Mac Adams Wealth Advisors LLC is a Registered Investment Advisor (RIA) registered in the State of Texas. We are a fee based only firm, and for more than a decade Mac Adams Wealth Advisors LLC has helped individuals, families and businesses reach their financial and retirement goals. |
|
| Macdonald Shymko and Company |
Hamish |
MacDonald |
Director of Operations / Financial Planning Assistant |
(604) 687-7966 |
WM |
hmacdonald@msc-feeonly.com |
|
950 – 510 Burrard Street |
Vancouver |
BC |
V6C 3A8 |
Canada |
North America |
https://www.linkedin.com/in/hamish-macdonald-42082a78/ |
|
1.972 |
|
|
https://www.linkedin.com/company/macdonald-shymko-&-company-ltd- |
https://www.macdonaldshymko.com/ |
Vancouver based Macdonald, Shymko & Company Ltd. (MSC) is a “Fee Only” financial advisory firm, helping clients accumulate, preserve and manage their financial wealth since 1972. Unlike many other financial advisory companies, we are independent and owned solely by our principals. |
|
| Macdonald Shymko and Company |
Doug |
MacDonald |
Partner |
(604) 687-7966 |
WM |
idm@msc-feeonly.com |
|
950 – 510 Burrard Street |
Vancouver |
BC |
V6C 3A8 |
Canada |
North America |
https://www.linkedin.com/in/doug-macdonald-78709a13/ |
|
1.972 |
|
|
https://www.linkedin.com/company/macdonald-shymko-&-company-ltd- |
https://www.macdonaldshymko.com/ |
Vancouver based Macdonald, Shymko & Company Ltd. (MSC) is a “Fee Only” financial advisory firm, helping clients accumulate, preserve and manage their financial wealth since 1972. Unlike many other financial advisory companies, we are independent and owned solely by our principals. |
|
| Macdonald Shymko and Company |
Larry |
Jacobson |
Principal |
(604) 687-7966 |
WM |
ljacobson@msc-feeonly.com |
|
950 – 510 Burrard Street |
Vancouver |
BC |
V6C 3A8 |
Canada |
North America |
https://www.linkedin.com/in/larry-jacobson-6625712/ |
|
1.972 |
|
|
https://www.linkedin.com/company/macdonald-shymko-&-company-ltd- |
https://www.macdonaldshymko.com/ |
Vancouver based Macdonald, Shymko & Company Ltd. (MSC) is a “Fee Only” financial advisory firm, helping clients accumulate, preserve and manage their financial wealth since 1972. Unlike many other financial advisory companies, we are independent and owned solely by our principals. |
|
| Mack International, LLC |
Linda |
Mack |
Founder and President |
(800) 976-0014; cell (312) 953-7809 |
WM |
lmack@mackinternational.com |
JHendrickson@mackinternational.com |
1100 North Lake Shore Drive Suite 28B |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/linda-mack-b5a34b1/ |
|
2.002 |
|
|
https://www.linkedin.com/company/mack-international-llc |
http://www.mackinternational.com/ |
Mack International is a retained executive search and human capital/talent management consulting firm. We specialize in working with wealth managment industry clients on a national and international basis. Clients include single and multi-client family offices and the full spectrum of professional wealth management advisory firms. |
|
| Mack International, LLC |
Natalie |
Billon |
Investment Director |
(848) 250-3771; cell (848) 250-3771 |
WM |
nbillon@mackinternational.com |
JHendrickson@mackinternational.com |
1100 North Lake Shore Drive Suite 28B |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/natalie-billon-0332285/ |
|
2.002 |
|
|
https://www.linkedin.com/company/mack-international-llc |
http://www.mackinternational.com/ |
Mack International is a retained executive search and human capital/talent management consulting firm. We specialize in working with wealth managment industry clients on a national and international basis. Clients include single and multi-client family offices and the full spectrum of professional wealth management advisory firms. |
|
| Mackenzie Institutional |
Simon |
Bedard |
SVP, Business Development |
(416) 967-2182 |
WM |
sbedard@mackenzieinvestments.com |
msack@mackenzieinvestments.com |
180 Queen Street West |
Toronto |
ON |
M5V 3K1 |
Canada |
North America |
https://www.linkedin.com/in/simon-bedard-7bb39415/ |
|
1.967 |
$12.9 billion |
|
https://www.linkedin.com/company/mackenzie-investments/ |
https://www.mackenzieinvestments.com/ |
Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.
Mackenzie’s heritage is one marked by innovation and thought leadership driven by expertise in asset management that creates financial success for investors. |
|
| Mackenzie Institutional |
Christopher |
Boyle |
SVP, Institutional Sales & Service |
(416) 967-2085 |
WM |
cboyle@mackenzieinvestments.com |
msack@mackenzieinvestments.com |
180 Queen Street West |
Toronto |
ON |
M5V 3K1 |
Canada |
North America |
https://www.linkedin.com/in/chris-boyle-73699556/ |
|
1.967 |
$12.9 billion |
|
https://www.linkedin.com/company/mackenzie-investments/ |
https://www.mackenzieinvestments.com/ |
Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients.
Mackenzie’s heritage is one marked by innovation and thought leadership driven by expertise in asset management that creates financial success for investors. |
|
| Maclendon Wealth Management, LLC |
Jeremy |
Office |
Principal |
(561) 293-3520 |
WM |
jeremy@maclendon.com |
welcome@maclendon.com |
137 NW 1st Avenue |
Delray Beach |
FL |
33444 |
United States of America |
North America |
https://www.linkedin.com/in/jeremyoffice/ |
Wealth management, Alternative Investing, Portfolio Construction, Asset Management, Risk Analysis, Venture Capital, Fixed Income Strategies, Fixed & Variable Annuities, Life Insurance, Retirement Planning, Business Planning, Investment Consulting |
2.011 |
|
|
https://www.linkedin.com/company/maclendon-wealth-management/ |
https://maclendon.com/ |
Maclendon is a boutique, family-based wealth management firm, solely dedicated to providing exceptional financial guidance and premium services to its members. We provide each of our members with a full complement of education, experience and the wisdom of our hand-selected professional team. Provide personalized investment advice uncompromised by the demands of Wall Street or a large corporation. Our members receive high touch service and a level of commitment found in relationships that are built to last. |
|
| Maclendon Wealth Management, LLC |
Kevin |
Mastaler |
Senior Portfolio Manager |
(561) 293-3520 |
WM |
kmastaler@maclendon.com |
welcome@maclendon.com |
137 NW 1st Avenue |
Delray Beach |
FL |
33444 |
United States of America |
North America |
https://www.linkedin.com/in/kevinmastaler/ |
Wealth management, Alternative Investing, Portfolio Construction, Asset Management, Risk Analysis, Venture Capital, Fixed Income Strategies, Fixed & Variable Annuities, Life Insurance, Retirement Planning, Business Planning, Investment Consulting |
2.011 |
|
|
https://www.linkedin.com/company/maclendon-wealth-management/ |
https://maclendon.com/ |
Maclendon is a boutique, family-based wealth management firm, solely dedicated to providing exceptional financial guidance and premium services to its members. We provide each of our members with a full complement of education, experience and the wisdom of our hand-selected professional team. Provide personalized investment advice uncompromised by the demands of Wall Street or a large corporation. Our members receive high touch service and a level of commitment found in relationships that are built to last. |
|
| Madison Scottsdale Investment |
Paul |
Lefurgey |
CEO, Co-Head of Fixed Income & Head of Portfolio Manager |
(800) 767-8020 |
WM |
info@madisonadv.com |
info@madisonadv.com |
8777 N. Gainey Center Dr., Suite 220 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/paul-lefurgey-aaa26b8/ |
|
1.974 |
|
|
|
https://madisoninvestments.com/ |
Based in Wisconsin’s capital city since its founding in 1974, the Madison Investments organization has grown from a local investment adviser to a multi-billion dollar investment organization that services clients across all fifty states and Canada. We aim to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. |
|
| Madison Scottsdale Investment |
Dave |
Hottmann |
Portfolio Manager |
(608) 216-9104 |
WM |
dhottmann@madisonadv.com |
info@madisonadv.com |
8777 N. Gainey Center Dr., Suite 220 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
|
|
1.974 |
|
|
|
https://madisoninvestments.com/ |
Based in Wisconsin’s capital city since its founding in 1974, the Madison Investments organization has grown from a local investment adviser to a multi-billion dollar investment organization that services clients across all fifty states and Canada. We aim to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. |
|
| Madison Scottsdale Investment |
Patrick |
Ryan |
Portfolio Manager |
(608) 216-9195 |
WM |
patrickr@madisonadv.com |
info@madisonadv.com |
8777 N. Gainey Center Dr., Suite 220 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-ryan-cfa-4a458515/ |
|
1.974 |
|
|
|
https://madisoninvestments.com/ |
Based in Wisconsin’s capital city since its founding in 1974, the Madison Investments organization has grown from a local investment adviser to a multi-billion dollar investment organization that services clients across all fifty states and Canada. We aim to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. |
|
| Madison Wealth Management |
Alan |
Henning |
Principal & Senior Wealth Advisor |
(513) 871-4555 |
WM |
ahenning@madisonadvisors.com |
info@madisonadvisors.com |
7755 Montgomery Rd., Suite 350 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/alan-r-henning-cfa-7a84968/ |
|
2.000 |
$465M |
|
https://www.linkedin.com/company/madison-wealth-management?trk=tyahtarget=_blank |
http://www.madisonadvisors.com/ |
Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. |
|
| Madison Wealth Management |
Joseph |
Hack |
Principal & Senior Wealth Advisor |
(513) 871-4555; cell: (513) 702-0960 |
WM |
jhack@madisonadvisors.com |
info@madisonadvisors.com |
7755 Montgomery Rd., Suite 350 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-hack-8b817639/ |
|
2.000 |
$465M |
|
https://www.linkedin.com/company/madison-wealth-management?trk=tyahtarget=_blank |
http://www.madisonadvisors.com/ |
Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. |
|
| Madison Wealth Management |
Richard |
England |
Senior Wealth Advisor |
513-871-4555 |
WM |
rengland@madisonadvisors.com |
info@madisonadvisors.com |
7755 Montgomery Rd Suite 350 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/richard-england-45436536/ |
|
2.000 |
$465M |
|
https://www.linkedin.com/company/madison-wealth-management?trk=tyahtarget=_blank |
http://www.madisonadvisors.com/ |
Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. |
|
| Magellan Financial, Inc. |
Robert |
Cahill |
Managing Partner |
(484) 240-5736 |
WM |
Rob.Cahill@WFAFiNet.com |
Rob.Cahill@WFAFiNet.com |
1605 N Cedar Crest Blvd. #111 |
Allentown |
PA |
18104 |
United States of America |
North America |
https://www.linkedin.com/in/robert-cahill-97b5617/ |
|
2.009 |
|
|
https://www.linkedin.com/company/magellan-financial-inc./ |
https://magellanlv.com/ |
Magellan Financial believes professional asset & wealth management has only one definition of success: when our financial services allow investors to realize their lifestyle and financial goals. Our thorough, thoughtful, risk-based strategies are designed to support your greatest objectives, so you have the freedom to enjoy them. |
|
| Magen Wealth Management LLC |
Neer |
Hodorov |
Founder |
(954) 338-1966 |
WM |
neer.hodorov@magenwm.com |
info@magenwm.com |
701 Brickell Ave. 20th Floor, Suite 2000 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/neer-hodorov-aa2a4450/ |
|
|
|
|
|
https://www.magenwm.com |
Magen is the biblical Hebrew word for shield, protect.
Magen Wealth Management LLC was founded on clients’ need for trusted, professional, unbiased, and comprehensive financial advice. |
|
| Magii Inc |
Mark |
Gajowski |
Founder and CEO |
(631) 434-8200 x022 |
WM |
mark@magii-inc.com |
|
490 Wheeler Rd, Suite 265 |
Hauppauge |
NY |
11788 |
United States of America |
North America |
|
|
1.999 |
|
|
https://lt.linkedin.com/company/magii-inc |
http://www.magii-inc.com/ |
We are an independent firm. Our logo, a custom infinity of concentric circles, ties in our deep beliefs of the infinite and interconnected ways in which we can help make a significant personal impact on the clients that we serve. |
|
| Magii Inc |
Jennifer |
Tammany |
Director of Operations |
(631) 434-8200 x036 |
WM |
jtammany@magii-inc.com |
|
490 Wheeler Rd, Suite 265 |
Hauppauge |
NY |
11788 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-tammany-61179b18/ |
|
1.999 |
|
|
https://lt.linkedin.com/company/magii-inc |
http://www.magii-inc.com/ |
We are an independent firm. Our logo, a custom infinity of concentric circles, ties in our deep beliefs of the infinite and interconnected ways in which we can help make a significant personal impact on the clients that we serve. |
|
| Magnus Financial Group LLC |
Michael |
Schwartz |
CEO |
(646) 813-7001 |
WM |
michael.schwartz@magnusfinancial.com |
service@magnusfinancial.com |
90 Park Avenue, Suite 1800 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/michaelschwartzcfp/ |
|
2.017 |
|
|
https://www.linkedin.com/company/magnusfinancialgroup/ |
http://www.magnusfinancial.com/ |
Magnus Financial Group is an independent investment management firm. We provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have helped them achieve long-term financial success and security. The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals. We utilize both quantitative and qualitative research to help evaluate our clients’ holdings and define an asset allocation structured to their risk tolerance and goals. This tailored approach centers around optimizing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change. |
|
| Magnus Financial Group LLC |
Michael |
Brown |
Senior Managing Director |
(646) 813-7001 |
WM |
michael.brown@magnusfinancial.com |
service@magnusfinancial.com |
90 Park Avenue, Suite 1800 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/michaelbrown007/ |
|
2.017 |
|
|
https://www.linkedin.com/company/magnusfinancialgroup/ |
http://www.magnusfinancial.com/ |
Magnus Financial Group is an independent investment management firm. We provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have helped them achieve long-term financial success and security. The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals. We utilize both quantitative and qualitative research to help evaluate our clients’ holdings and define an asset allocation structured to their risk tolerance and goals. This tailored approach centers around optimizing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change. |
|
| Magnus Financial Group LLC |
Ron |
Deutsch |
Senior Managing Director |
Direct: (646) 813-2032, Mobile: (914) 384-4802 |
WM |
ron.deutsch@magnusfinancial.com |
service@magnusfinancial.com |
90 Park Avenue, Suite 1800 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/ronalddeutsch/ |
|
2.017 |
|
|
https://www.linkedin.com/company/magnusfinancialgroup/ |
http://www.magnusfinancial.com/ |
Magnus Financial Group is an independent investment management firm. We provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have helped them achieve long-term financial success and security. The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals. We utilize both quantitative and qualitative research to help evaluate our clients’ holdings and define an asset allocation structured to their risk tolerance and goals. This tailored approach centers around optimizing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change. |
|
| Magnus Financial Group LLC |
Brian |
Flynn |
Managing Director |
(646) 813-7001 |
WM |
brian.flynn@magnusfinancial.com |
service@magnusfinancial.com |
90 Park Avenue, Suite 1800 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/brian-flynn-61372310/ |
|
2.017 |
|
|
https://www.linkedin.com/company/magnusfinancialgroup/ |
http://www.magnusfinancial.com/ |
Magnus Financial Group is an independent investment management firm. We provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have helped them achieve long-term financial success and security. The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals. We utilize both quantitative and qualitative research to help evaluate our clients’ holdings and define an asset allocation structured to their risk tolerance and goals. This tailored approach centers around optimizing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change. |
|
| Magnuson McHugh & Company P.A. |
Michelle |
Schini Haneline |
Principal, President, Licensed Partner |
(208) 765-9500 |
WM |
mhaneline@mmcocpa.com |
cpas@mmcocpa.com |
2100 Northwest Blvd., Suite 400 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/michellehaneline/ |
|
1.951 |
|
|
https://www.linkedin.com/company/magnuson-mchugh-&-company-p.a./ |
https://www.mmcocpa.com/ |
Magnuson, McHugh & Company (MMCO) is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and industry-leading technology. Founded in 1951, the firm has played a key role for many of Coeur d’Alene’s most successful business and community leaders for decades. President Michelle Schini Haneline leads a team of top financial professionals, including 11 full-time CPAs and 28 employees. The company offers Audit and Assurance Services, Consulting, Accounting and Tax Services, MDPlus™ Medical and Dental Consulting, Retirement Plan Services and Health Benefit Services. The latest technology includes Bill.com billing portal, Quickbooks Online, and a new payroll app. |
|
| Magnuson McHugh & Company P.A. |
Tori |
Gray |
Principal, Director - Tax Services, Licensed Partner |
(208) 765-9500 |
WM |
tgray@mmcocpa.com |
cpas@mmcocpa.com |
2100 Northwest Blvd., Suite 400 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/torigray/ |
|
1.951 |
|
|
https://www.linkedin.com/company/magnuson-mchugh-&-company-p.a./ |
https://www.mmcocpa.com/ |
Magnuson, McHugh & Company (MMCO) is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and industry-leading technology. Founded in 1951, the firm has played a key role for many of Coeur d’Alene’s most successful business and community leaders for decades. President Michelle Schini Haneline leads a team of top financial professionals, including 11 full-time CPAs and 28 employees. The company offers Audit and Assurance Services, Consulting, Accounting and Tax Services, MDPlus™ Medical and Dental Consulting, Retirement Plan Services and Health Benefit Services. The latest technology includes Bill.com billing portal, Quickbooks Online, and a new payroll app. |
|
| Magnuson McHugh & Company P.A. |
Anthony |
Oss |
Principal, Vice President, Licensed Partner |
(208) 765-9500 |
WM |
aoss@mmcocpa.com |
cpas@mmcocpa.com |
2100 Northwest Blvd., Suite 400 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/anthonyoss/ |
|
1.951 |
|
|
https://www.linkedin.com/company/magnuson-mchugh-&-company-p.a./ |
https://www.mmcocpa.com/ |
Magnuson, McHugh & Company (MMCO) is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and industry-leading technology. Founded in 1951, the firm has played a key role for many of Coeur d’Alene’s most successful business and community leaders for decades. President Michelle Schini Haneline leads a team of top financial professionals, including 11 full-time CPAs and 28 employees. The company offers Audit and Assurance Services, Consulting, Accounting and Tax Services, MDPlus™ Medical and Dental Consulting, Retirement Plan Services and Health Benefit Services. The latest technology includes Bill.com billing portal, Quickbooks Online, and a new payroll app. |
|
| Magnuson McHugh & Company P.A. |
Mike |
Schaffer |
Principal, Senior Manager - Tax Services |
(208) 765-9500 |
WM |
mschaffer@mmcocpa.com |
cpas@mmcocpa.com |
2100 Northwest Blvd., Suite 400 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/michael-schaffer-43750857/ |
|
1.951 |
|
|
https://www.linkedin.com/company/magnuson-mchugh-&-company-p.a./ |
https://www.mmcocpa.com/ |
Magnuson, McHugh & Company (MMCO) is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and industry-leading technology. Founded in 1951, the firm has played a key role for many of Coeur d’Alene’s most successful business and community leaders for decades. President Michelle Schini Haneline leads a team of top financial professionals, including 11 full-time CPAs and 28 employees. The company offers Audit and Assurance Services, Consulting, Accounting and Tax Services, MDPlus™ Medical and Dental Consulting, Retirement Plan Services and Health Benefit Services. The latest technology includes Bill.com billing portal, Quickbooks Online, and a new payroll app. |
|
| Magnuson McHugh & Company P.A. |
Mary |
Cooper |
Manager - Retirement Plan Services |
(208) 765-9500 |
WM |
mcooper@mmcocpa.com |
cpas@mmcocpa.com |
2100 Northwest Blvd., Suite 400 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/mary-cooper-47434760/ |
|
1.951 |
|
|
https://www.linkedin.com/company/magnuson-mchugh-&-company-p.a./ |
https://www.mmcocpa.com/ |
Magnuson, McHugh & Company (MMCO) is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and industry-leading technology. Founded in 1951, the firm has played a key role for many of Coeur d’Alene’s most successful business and community leaders for decades. President Michelle Schini Haneline leads a team of top financial professionals, including 11 full-time CPAs and 28 employees. The company offers Audit and Assurance Services, Consulting, Accounting and Tax Services, MDPlus™ Medical and Dental Consulting, Retirement Plan Services and Health Benefit Services. The latest technology includes Bill.com billing portal, Quickbooks Online, and a new payroll app. |
|
| Mai Wealth Advisors, LLC |
Rick |
Buoncore |
Managing Partner |
(216) 920-4800 |
WM |
rbuoncore@mai.capital |
|
1360 East 9th Street Suite 1100 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/richard-j-buoncore-44425713/ |
|
1.973 |
$2,961 million |
|
https://www.linkedin.com/company/maicapitalmanagement?trk=public_profile_experience-item_result-card_subtitle-click |
https://mai.capital |
MAI Capital Management (“MAI”) is a full service wealth manager and registered investment advisor that caters to the financial planning and investment needs of high net worth individuals, ultra-high net worth families, successful business owners and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. |
|
| Mai Wealth Advisors, LLC |
Martin |
Christ |
Managing Director |
(216) 920-4800 |
WM |
mchrist@mai.capital |
|
1360 East 9th Street Suite 1100 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/martinchrist/ |
|
1.973 |
$2,961 million |
|
https://www.linkedin.com/company/maicapitalmanagement?trk=public_profile_experience-item_result-card_subtitle-click |
https://mai.capital |
MAI Capital Management (“MAI”) is a full service wealth manager and registered investment advisor that caters to the financial planning and investment needs of high net worth individuals, ultra-high net worth families, successful business owners and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. |
|
| Mai Wealth Advisors, LLC |
Jim |
Kacic |
CFO |
(216) 920-4800 |
WM |
jkacic@mai.capital |
|
1360 East 9th Street Suite 1100 |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/james-kacic-0953647/ |
|
1.973 |
$2,961 million |
|
https://www.linkedin.com/company/maicapitalmanagement?trk=public_profile_experience-item_result-card_subtitle-click |
https://mai.capital |
MAI Capital Management (“MAI”) is a full service wealth manager and registered investment advisor that caters to the financial planning and investment needs of high net worth individuals, ultra-high net worth families, successful business owners and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. |
|
| Main Line Group Wealth Management, LLC |
Douglas |
Kobak |
Senior Advisor, Principal & CEO |
(610) 828-8288 |
WM |
douglas.kobak@mlgwm.com |
info@mlgwm.com |
101 W Elm Street, Suite 420 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/douglaskobak/ |
Wealth Advisory, Retirement Planning, Asset & Risk Management, Legacy Planning |
2.009 |
|
|
https://www.linkedin.com/company/mlgwm |
https://www.mlgwm.com/ |
Main Line Group Wealth Management is a wealth management company that serves our clients in a fiduciary capacity – putting clients’ interests first – with transparency and an investment approach based upon a well-grounded, long-term philosophy not influenced by market fads or media hype. We primarily serve a select group of very successful executives, business owners, and some of the most influential families in the area. |
|
| Main Street Investment Advsrs |
Joseph |
Roman |
Managing Director/Sr. Wealth Advisor |
(856) 234-3550 |
WM |
jroman@mainstreetfla.com |
|
Strawbridge Professional Center 212 W. Route 38, Suite 600 |
Moorestown |
NJ |
08057 |
United States of America |
North America |
https://www.linkedin.com/in/jromancpa/ |
|
1.999 |
|
|
https://www.linkedin.com/company/main-street-investment-advisors-llc/ |
http://www.mainstreetia.com/ |
Main Street Financial Life Advisors, LLC (MSFLA), in affiliation with Roman & Kulpa, LLC (Certified Public Accountants), offers portfolio management, investment consulting and personal financial planning services for families and trusts. We deliver independent, professional expertise that puts your interests first. |
|
| Main Street Investment Advsrs |
Matthew |
Kulpa |
Director of Operations/Wealth Advisor |
(856) 234-3550 |
WM |
mkulpa@mainstreetfla.com |
|
Strawbridge Professional Center 212 W. Route 38, Suite 600 |
Moorestown |
NJ |
08057 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/main-street-investment-advisors-llc/ |
http://www.mainstreetia.com/ |
Main Street Financial Life Advisors, LLC (MSFLA), in affiliation with Roman & Kulpa, LLC (Certified Public Accountants), offers portfolio management, investment consulting and personal financial planning services for families and trusts. We deliver independent, professional expertise that puts your interests first. |
|
| Main Street Investment Advsrs |
Joel |
Davis |
Financial Advisor / Relationship Manager |
(856) 234-3550 |
WM |
jdavis@mainstreetfla.com |
|
Strawbridge Professional Center 212 W. Route 38, Suite 600 |
Moorestown |
NJ |
08057 |
United States of America |
North America |
https://www.linkedin.com/in/joel-davis-76596631/ |
|
1.999 |
|
|
https://www.linkedin.com/company/main-street-investment-advisors-llc/ |
http://www.mainstreetia.com/ |
Main Street Financial Life Advisors, LLC (MSFLA), in affiliation with Roman & Kulpa, LLC (Certified Public Accountants), offers portfolio management, investment consulting and personal financial planning services for families and trusts. We deliver independent, professional expertise that puts your interests first. |
|
| Main Street Wealth Management, LLC |
Robert |
Scott |
Managing Partner |
(908) 719-8700 |
WM |
RScott@MSWealth.com |
Info@MSWealth.com |
415 Main Street and 384 Main Street |
Bedminster |
NJ |
07921 |
United States of America |
North America |
https://www.linkedin.com/in/robertscottcfp/ |
Comprehensive Financial Planning, Retirement Planning, Estate Conservation, Wealth Accumulation, Investment Management, Insurance Counseling |
2.004 |
|
|
https://www.linkedin.com/company/main-street-wealth-management-llc/ |
https://www.mswealth.com/ |
Main Street Wealth Management is a comprehensive financial services firm that is committed to helping you improve your long-term financial goals and work toward your future success. We have over 60 years combined experience in helping individuals, families, and small businesses plan for their financial needs. |
|
| Main Street Wealth Management, LLC |
Thomas |
Rose |
Partner |
(908) 719-8700 |
WM |
TRose@MSWealth.com |
Info@MSWealth.com |
415 Main Street and 384 Main Street |
Bedminster |
NJ |
07921 |
United States of America |
North America |
https://www.linkedin.com/in/tom-rose-91a08417/ |
Comprehensive Financial Planning, Retirement Planning, Estate Conservation, Wealth Accumulation, Investment Management, Insurance Counseling |
2.004 |
|
|
https://www.linkedin.com/company/main-street-wealth-management-llc/ |
https://www.mswealth.com/ |
Main Street Wealth Management is a comprehensive financial services firm that is committed to helping you improve your long-term financial goals and work toward your future success. We have over 60 years combined experience in helping individuals, families, and small businesses plan for their financial needs. |
|
| Main Street Wealth Management, LLC |
James |
Dy |
Partner |
(908) 719-8700 |
WM |
JDy@MSWealth.com |
Info@MSWealth.com |
415 Main Street and 384 Main Street |
Bedminster |
NJ |
07921 |
United States of America |
North America |
https://www.linkedin.com/in/JamesDy/ |
Comprehensive Financial Planning, Retirement Planning, Estate Conservation, Wealth Accumulation, Investment Management, Insurance Counseling |
2.004 |
|
|
https://www.linkedin.com/company/main-street-wealth-management-llc/ |
https://www.mswealth.com/ |
Main Street Wealth Management is a comprehensive financial services firm that is committed to helping you improve your long-term financial goals and work toward your future success. We have over 60 years combined experience in helping individuals, families, and small businesses plan for their financial needs. |
|
| MainLine Private Wealth |
William |
Landman |
Principal |
(610) 896-2050 |
WM |
wlandman@mainlineco.com |
info@mainlineco.com |
308 E Lancaster Avenue Suite 300 |
Wynnewood |
PA |
19096 |
United States of America |
North America |
https://www.linkedin.com/in/billy-landman-3744006/ |
|
|
|
|
https://www.linkedin.com/company/mainline-private-wealth/ |
https://mainlineprivatewealth.com/ |
MainLine Private Wealth is committed to providing individuals and families with exceptional client-centered, comprehensive wealth management services. As a registered investment advisor, we are a fiduciary. We are required to meet rigorous fiduciary standards not imposed on unregistered financial planners or broker-dealer representatives. Our firm has been at the forefront of the industry’s shift toward fee-based advisory services and open architecture investing. Coupled with our technical expertise, state-of-the-art reporting systems and personal commitment to our clients, our firm sets itself apart from other companies not only in terms of what we promise, but also in terms of what we actually deliver. |
|
| MainLine Private Wealth |
David |
Clapper |
Principal |
(610) 896-2050 |
WM |
dclapper@mainlineco.com |
info@mainlineco.com |
308 E Lancaster Avenue Suite 300 |
Wynnewood |
PA |
19096 |
United States of America |
North America |
https://www.linkedin.com/in/david-clapper-41086620/ |
|
|
|
|
https://www.linkedin.com/company/mainline-private-wealth/ |
https://mainlineprivatewealth.com/ |
MainLine Private Wealth is committed to providing individuals and families with exceptional client-centered, comprehensive wealth management services. As a registered investment advisor, we are a fiduciary. We are required to meet rigorous fiduciary standards not imposed on unregistered financial planners or broker-dealer representatives. Our firm has been at the forefront of the industry’s shift toward fee-based advisory services and open architecture investing. Coupled with our technical expertise, state-of-the-art reporting systems and personal commitment to our clients, our firm sets itself apart from other companies not only in terms of what we promise, but also in terms of what we actually deliver. |
|
| MainLine Private Wealth |
Rick |
Mitchell |
Principal and General Counsel |
(610) 896-2050 |
WM |
rmitchell@mainlineco.com |
info@mainlineco.com |
308 E Lancaster Avenue Suite 300 |
Wynnewood |
PA |
19096 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/mainline-private-wealth/ |
https://mainlineprivatewealth.com/ |
MainLine Private Wealth is committed to providing individuals and families with exceptional client-centered, comprehensive wealth management services. As a registered investment advisor, we are a fiduciary. We are required to meet rigorous fiduciary standards not imposed on unregistered financial planners or broker-dealer representatives. Our firm has been at the forefront of the industry’s shift toward fee-based advisory services and open architecture investing. Coupled with our technical expertise, state-of-the-art reporting systems and personal commitment to our clients, our firm sets itself apart from other companies not only in terms of what we promise, but also in terms of what we actually deliver. |
|
| MainLine Private Wealth |
Joyce |
Huffman |
Director of Marketing and Operations |
(610) 896-2050 |
WM |
jhuffman@mainlineco.com |
info@mainlineco.com |
308 E Lancaster Avenue Suite 300 |
Wynnewood |
PA |
19096 |
United States of America |
North America |
https://www.linkedin.com/in/joyce-huffman-ba428915/ |
|
|
|
|
https://www.linkedin.com/company/mainline-private-wealth/ |
https://mainlineprivatewealth.com/ |
MainLine Private Wealth is committed to providing individuals and families with exceptional client-centered, comprehensive wealth management services. As a registered investment advisor, we are a fiduciary. We are required to meet rigorous fiduciary standards not imposed on unregistered financial planners or broker-dealer representatives. Our firm has been at the forefront of the industry’s shift toward fee-based advisory services and open architecture investing. Coupled with our technical expertise, state-of-the-art reporting systems and personal commitment to our clients, our firm sets itself apart from other companies not only in terms of what we promise, but also in terms of what we actually deliver. |
|
| Mainstay Capital |
David |
Kudla |
CEO & Chief Investment Strategist |
(866) 444-6246 |
WM |
david@mainstaycapital.com |
|
10775 South Saginaw St. |
Grand Blanc |
MI |
48439 |
United States of America |
North America |
https://www.linkedin.com/in/david-kudla-72a38012/ |
|
2.000 |
|
|
https://www.linkedin.com/company/mainstay-capital-management-llc/ |
https://www.mainstaycapital.com/ |
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $2.5 billion under management. Unlike many other firms, MCM has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. We offer truly unbiased, objective investment advice with only your best interests in mind. |
|
| Mainstay Capital |
Shannon |
Peterson |
Chief Compliance Officer |
(866) 444-6246 |
WM |
shannon@mainstaycapital.com |
|
10775 South Saginaw St. |
Grand Blanc |
MI |
48439 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/mainstay-capital-management-llc/ |
https://www.mainstaycapital.com/ |
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $2.5 billion under management. Unlike many other firms, MCM has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. We offer truly unbiased, objective investment advice with only your best interests in mind. |
|
| Mainstay Capital |
Scott |
LaDuke |
Senior Wealth Advisor |
(866) 444-6246 |
WM |
scott@mainstaycapital.com |
|
10775 South Saginaw St. |
Grand Blanc |
MI |
48439 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/mainstay-capital-management-llc/ |
https://www.mainstaycapital.com/ |
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $2.5 billion under management. Unlike many other firms, MCM has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. We offer truly unbiased, objective investment advice with only your best interests in mind. |
|
| Mairs & Power, Inc. |
Jon |
Theobald |
Chairman & CEO |
(651) 222-8478 |
WM |
jtheobald@mairsandpower.com |
|
332 Minnesota Street, W 1520, First National Bank Building |
St. Paul |
MN |
55101-1363 |
United States of America |
North America |
https://www.linkedin.com/in/jon-theobald-9207a730/ |
|
1.931 |
$9.1B |
|
https://www.linkedin.com/company/mairs-and-power/about/ |
https://www.mairsandpower.com/ |
As a steward of your organization’s funds, you need an asset manager you can trust. Mairs & Power has served as an investment advisor to Taft-Hartley Plans, pension funds, foundations, endowments and insurance companies for decades. |
|
| Mallard Advisors, LLC |
Bill |
Starnes |
Financial Advisor |
(302) 239-1654 |
WM |
bill@mallardadvisors.com |
|
7234 Lancaster Pike, Suite 220A |
Hockessin |
DE |
19707 |
United States of America |
North America |
https://www.linkedin.com/in/williamstarnes/ |
|
2.002 |
|
|
|
https://mallardadvisors.com/ |
Mallard Advisors was originally founded in 2002 as one of the few Delaware firms to provide fee-only financial planning, retirement planning, and investment management to local Newark, Wilmington, and Hockessin residents. The Wealth Management program is a personal advisory program providing on-going investment management (same as the Investment Management program), financial planning, retirement planning, tax planning, and tax preparation services. It is designed to provide our clients with the peace of mind in having a dedicated financial advisor who is able to coordinate their tax, investment, and financial lives into a single holistic on-going financial independence program. |
|
| Maloon, Powers, Pitre & Higgins, LLC |
Mike |
Maloon |
Principal |
(925) 275-1000 |
WM |
mmaloon@calfinad.com |
mperryhiggins@calfinad.com |
2303 Camino Ramon, Suite 250 |
San Ramon |
CA |
94583 |
United States of America |
North America |
https://www.linkedin.com/in/mike-maloon-aa67036/ |
|
1.998 |
$962M |
|
https://www.linkedin.com/company/maloon-powers-pitre-&-higgins-llc |
http://calfinad.com/ |
Maloon, Powers, Pitre and Higgins LLC is a Registered Investment Advisory doing business as California Financial Advisors in San Ramon, California. CFA specializes in financial planning services, with an emphasis on retirement planning and wealth management. The company was founded in 1998, and now has over 1100 clients and $1 billion assets under management. |
|
| Maloon, Powers, Pitre & Higgins, LLC |
John |
Cordano |
Financial Advisor |
(925) 275-1000 |
WM |
jcordano@calfinad.com |
mperryhiggins@calfinad.com |
2303 Camino Ramon, Suite 250 |
San Ramon |
CA |
94583 |
United States of America |
North America |
https://www.linkedin.com/in/johncordano/ |
|
1.998 |
$962M |
|
https://www.linkedin.com/company/maloon-powers-pitre-&-higgins-llc |
http://calfinad.com/ |
Maloon, Powers, Pitre and Higgins LLC is a Registered Investment Advisory doing business as California Financial Advisors in San Ramon, California. CFA specializes in financial planning services, with an emphasis on retirement planning and wealth management. The company was founded in 1998, and now has over 1100 clients and $1 billion assets under management. |
|
| Maltin Wealth Management, Inc. |
Peter |
Maltin |
Principal |
Office: (201) 215-3855, Mobile: (646) 283-5149 |
WM |
pmaltin@maltinwealth.com |
|
525 Cedar Hill Ave., Suite 15 |
Wyckoff |
NJ |
07481 |
United States of America |
North America |
https://www.linkedin.com/in/peter-maltin-crpc®-57823658/ |
|
2.012 |
|
|
|
http://www.maltinwealth.com/ |
Maltin Wealth Management helps you protect, grow, and manage your wealth through comprehensive wealth planning. We provide high touch financial management so our clients have more time to enjoy their lives (and families). We provide services for individuals, families, institutions, and not-for-profit institutions. Our mission is to be your essential financial planning partner. We put in the time required to include all the components of your financial picture, from laying the foundation (plan) to implementing the strategy (investments). Your objectives dictate how we tailor the plan to your goals. We provide investment management, while minimizing risk and incorporating tax liability and estate planning. |
|
| Maltin Wealth Management, Inc. |
Bill |
Scholz |
Client Administrative Manager |
Mobile: (201) 317-6381 |
WM |
bscholz@maltinwealth.com |
|
525 Cedar Hill Ave., Suite 15 |
Wyckoff |
NJ |
07481 |
United States of America |
North America |
https://www.linkedin.com/in/william-scholz-23a7a718/ |
|
2.012 |
|
|
|
http://www.maltinwealth.com/ |
Maltin Wealth Management helps you protect, grow, and manage your wealth through comprehensive wealth planning. We provide high touch financial management so our clients have more time to enjoy their lives (and families). We provide services for individuals, families, institutions, and not-for-profit institutions. Our mission is to be your essential financial planning partner. We put in the time required to include all the components of your financial picture, from laying the foundation (plan) to implementing the strategy (investments). Your objectives dictate how we tailor the plan to your goals. We provide investment management, while minimizing risk and incorporating tax liability and estate planning. |
|
| Mandala Wealth Management, LLC |
Jay |
Liao |
Managing Principal |
(415) 633-6804 |
WM |
jay@mandalawealth.com |
info@mandalawealth.com |
5214F Diamond Heights Blvd., Suite 111 |
San Francisco |
CA |
94131-2175 |
United States of America |
North America |
https://www.linkedin.com/in/jayliao/ |
Hedge Funds, Private Equity, Real Estate, Venture Capital |
|
$1B |
|
|
https://www.mandalawealth.com/ |
Mandala is an independent, fee-only Registered Investment Advisor (RIA) based in San Francisco, CA. The firm is wholly owned by Jay Liao. Previously, Jay was a financial advisor and portfolio manager at Morgan Stanley, where he managed client assets for individuals, corporate executives, high-net worth individuals, families, and trusts.
Prior to Morgan Stanley, Jay served on the investment team for a private, ultra high net worth family office that managed over $1 billion across multi-asset classes, including hedge funds, private equity, real estate, and venture capital. |
|
| Manhattan Wealth Management Group |
Mathew |
Goldberg |
Founder / Financial Advisor |
(212) 810-6961 |
WM |
Matt@ManhattanWealth.com |
|
280 Madison Avenue Suite 600 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/matt-g-6155805/ |
|
2.010 |
|
|
https://www.linkedin.com/company/manhattan-wealth-management-group/ |
https://www.manhattanwealth.com/ |
Manhattan Wealth Management Group is an independent hybrid-RIA practice helping it's clients objectively achieve their financial goals. |
|
| Manhattan Wealth Management Group |
Steven |
Mayer |
Wealth Manager |
(212) 490-4584 |
WM |
steven.mayer@mayerpwm.com |
|
280 Madison Avenue Suite 600 |
New York |
NY |
10016 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/manhattan-wealth-management-group/ |
https://www.manhattanwealth.com/ |
Manhattan Wealth Management Group is an independent hybrid-RIA practice helping it's clients objectively achieve their financial goals. |
|
| Manhattan Wealth Management Group |
Augie |
Hernandez |
Financial Advisor |
(646) 360-8510 |
WM |
Augie@ManhattanWealth.com |
|
280 Madison Avenue Suite 600 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/agustin-hernandez-a0414980/ |
|
2.010 |
|
|
https://www.linkedin.com/company/manhattan-wealth-management-group/ |
https://www.manhattanwealth.com/ |
Manhattan Wealth Management Group is an independent hybrid-RIA practice helping it's clients objectively achieve their financial goals. |
|
| Manhattan Wealth Management Group |
Dana |
Wilson |
Financial Advisor |
(212) 810-6961 |
WM |
dana@manhattanwealth.com |
|
280 Madison Avenue Suite 600 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/danalwilson/ |
|
2.010 |
|
|
https://www.linkedin.com/company/manhattan-wealth-management-group/ |
https://www.manhattanwealth.com/ |
Manhattan Wealth Management Group is an independent hybrid-RIA practice helping it's clients objectively achieve their financial goals. |
|
| Manna Wealth Management |
David |
Dereck Kassir |
Senior Financial Advisor |
(305) 306-7107 |
WM |
dkassir@mannawealthmanagement.com |
info@mannawealthmanagement.com |
429 Lenox Ave., Suite 554 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/wellsfargofinancialadvisor/ |
|
1.962 |
|
|
https://www.linkedin.com/company/manna-wealth-management?trk=public_profile_experience-item_result-card_subtitle-click |
https://mannawealthmanagement.com/ |
We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back. Those beliefs are the foundation of Manna Wealth Management and we believe it’s what makes financial planners and financial advisers so unique. |
|
| Mansartis |
Jean-Pascal |
Cledat |
CEO |
33 1 42 96 10 70 |
WM |
jpcledat@mansartis.com |
|
8, place Vendôme |
Paris |
|
75001 |
France |
Europe |
https://fr.linkedin.com/in/jpcledat |
|
1.982 |
|
|
https://www.linkedin.com/company/pgc-colonne-vend-me/ |
http://www.mansartis.co/ |
Mansartis is a family-run group. The dedication of its shareholders, the solidity of its business model and the importance of its shareholders’ capital are strong guarantees of its independence. |
|
| Manulife Capital Markets |
Rajiv |
Bakshi |
Managing Director |
|
WM |
rajiv@manulife.com |
|
200 Bloor Street East, NT-6 |
Toronto |
ON |
M4W 1E5 |
Canada |
North America |
https://www.linkedin.com/in/rajiv-bakshi-89ba7925/ |
|
|
|
|
https://www.linkedin.com/company/manulife-financial |
http://www.manulifecapital.com/ |
Manulife is a leading Canada-based financial services group that is helping people achieve their dreams and aspirations, by putting customers’ needs first and providing them with the right advice and solutions. With principal operations in Canada, the U.S. (where we operate as John Hancock) and Asia, we provide more than 20 million customers in 22 countries and territories with financial advice, insurance, and wealth and asset management solutions. |
|
| Marciano Wealth Advisors |
Michael |
Marciano |
Managing Partner |
(610) 992-4100 |
WM |
MMarciano@MarcianoWealthAdvisors.com |
ERealdine@MarcianoWealthAdvisors.com |
1147 Lancaster Avenue |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/michael-marciano-cfp®-clu®-chfc®-a6b641168/ |
|
2.006 |
|
|
https://www.linkedin.com/company/marciano-wealth-advisors/ |
http://www.marcianowealthadvisors.com/ |
Marciano Wealth Advisors is a privately owned, fee-based, investment and financial services firm that provides extremely economical, carefully selected, and consistently monitored investment and wealth planning solutions to discerning individuals, in an efficient, thoughtful, and collaborative way. |
|
| Marciano Wealth Advisors |
Joseph |
Marciano |
Senior Partner |
(610) 992-4100 |
WM |
JMarciano@MarcianoWealthAdvisors.com |
ERealdine@MarcianoWealthAdvisors.com |
1147 Lancaster Avenue |
Berwyn |
PA |
19312 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/marciano-wealth-advisors/ |
http://www.marcianowealthadvisors.com/ |
Marciano Wealth Advisors is a privately owned, fee-based, investment and financial services firm that provides extremely economical, carefully selected, and consistently monitored investment and wealth planning solutions to discerning individuals, in an efficient, thoughtful, and collaborative way. |
|
| Marciano Wealth Advisors |
David |
Forrest |
Director, Legacy Solutions |
(610) 992-4100 |
WM |
DForrest@MarcianoWealthAdvisors.com |
ERealdine@MarcianoWealthAdvisors.com |
1147 Lancaster Avenue |
Berwyn |
PA |
19312 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/marciano-wealth-advisors/ |
http://www.marcianowealthadvisors.com/ |
Marciano Wealth Advisors is a privately owned, fee-based, investment and financial services firm that provides extremely economical, carefully selected, and consistently monitored investment and wealth planning solutions to discerning individuals, in an efficient, thoughtful, and collaborative way. |
|
| Marciano Wealth Advisors |
Will |
Renye |
Director, Portfolio Management |
(610) 992-4100 |
WM |
wrenye@marcianowealthadvisors.com |
ERealdine@MarcianoWealthAdvisors.com |
1147 Lancaster Avenue |
Berwyn |
PA |
19312 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/marciano-wealth-advisors/ |
http://www.marcianowealthadvisors.com/ |
Marciano Wealth Advisors is a privately owned, fee-based, investment and financial services firm that provides extremely economical, carefully selected, and consistently monitored investment and wealth planning solutions to discerning individuals, in an efficient, thoughtful, and collaborative way. |
|
| Marco Investment Management LLC |
Steve |
Fisher |
Senion Portfolio Manager, Member of the Investment Strategy Committee |
(404) 504-8600 |
WM |
sfisher@marcoinv.com |
|
Atlanta Financial Center, 3353 Peachtree Rd., NE, Suite 1100 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/steve-fisher-04759b61/ |
|
1.998 |
$903M |
|
|
http://www.marcoinvestmentmanagement.com/ |
Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client complete peace of mind through discretionary portfolio management of individual securities. Comprised of seasoned investment professionals with expertise in both equity and fixed income markets, we strive to clearly understand the individual investment objectives of each of our clients so as to properly determine the right investment strategy with a goal of consistently maximizing after-tax returns. |
|
| Marco Investment Management LLC |
Steven |
Marco |
Founder, Head of the Investment Strategy Committee |
(404) 504-8600 |
WM |
smarco@marcoinv.com |
|
Atlanta Financial Center, 3353 Peachtree Rd., NE, Suite 1100 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/steven-s-marco-cfa-ab81081a/ |
|
1.998 |
$903M |
|
|
http://www.marcoinvestmentmanagement.com/ |
Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client complete peace of mind through discretionary portfolio management of individual securities. Comprised of seasoned investment professionals with expertise in both equity and fixed income markets, we strive to clearly understand the individual investment objectives of each of our clients so as to properly determine the right investment strategy with a goal of consistently maximizing after-tax returns. |
|
| Marco Wealth Strategies Group, Inc |
William |
John Marco |
Certified Wealth Strategist |
(718) 967-3106 |
WM |
wmarco@1stallied.com |
|
114 Seguine Avenue |
Staten Island |
NY |
10309 |
United States of America |
North America |
https://www.linkedin.com/in/williammarco/ |
|
1.995 |
|
|
|
https://www.marcowsg.com/ |
Marco works comprehensively with our clients and their wealth management plans in a collaborative way. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. |
|
| Marco Wealth Strategies Group, Inc |
Michael |
Aluotto |
Chartered Retirement Planning Counselor |
(516) 294-8200 |
WM |
mjaluotto@1stallied.com |
|
114 Seguine Avenue |
Staten Island |
NY |
10309 |
United States of America |
North America |
https://www.linkedin.com/in/michael-aluotto-b4532785/ |
|
1.995 |
|
|
http://www.vertexwm.com/ |
https://www.marcowsg.com/ |
Marco works comprehensively with our clients and their wealth management plans in a collaborative way. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. |
|
| Marco Wealth Strategies Group, Inc |
Michelle |
Chiacchio |
Client Service Manager |
(516) 294-8200 |
WM |
mchiacchio@1stallied.com |
|
114 Seguine Avenue |
Staten Island |
NY |
10309 |
United States of America |
North America |
|
|
1.995 |
|
|
|
https://www.marcowsg.com/ |
Marco works comprehensively with our clients and their wealth management plans in a collaborative way. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. |
|
| Margolis Brady Raghavan Financial, Inc. |
Trey |
Brady |
Managing Director |
(832) 667-8787 |
WM |
trey@mbrfinancial.com |
contactus@mbrfinancial.com |
2000 West Loop South, Suite 1510 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/trey-brady-86075b15/ |
|
2.010 |
$520M |
|
|
http://mbrfinancial.com/ |
Margolis Brady Raghavan Financial, Inc., doing business as MBR Financial, provides investment management services. The Company offers risk monitoring, estate planning, portfolio management, and insurance advisory services to individuals and families. MBR Financial serves customers in the United States. |
|
| Margolis Brady Raghavan Financial, Inc. |
Mary |
Margolis |
Principal |
(832) 667-8787 |
WM |
mary@mbrfinancial.com |
contactus@mbrfinancial.com |
2000 West Loop South, Suite 1510 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/marymargolisfinancialadvisor/ |
|
2.010 |
$520M |
|
|
http://mbrfinancial.com/ |
Margolis Brady Raghavan Financial, Inc., doing business as MBR Financial, provides investment management services. The Company offers risk monitoring, estate planning, portfolio management, and insurance advisory services to individuals and families. MBR Financial serves customers in the United States. |
|
| Marin County Wealth Management - Private Ocean |
Richard |
Stone |
Founder & Chairman, Emeritus |
(415) 526-2900 |
WM |
richard@privateocean.com |
|
100 Smith Ranch Road, Suite 300 |
San Rafael |
CA |
94903 |
United States of America |
North America |
https://www.linkedin.com/in/richard-stone-b139828/ |
|
2.009 |
$380 million |
|
https://www.linkedin.com/company/private-ocean-wealth-management/ |
http://www.privateocean.com |
With Private Ocean, you enjoy the direct support of a close-knit team of seasoned advisors and operations specialists. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times. |
|
| Marin County Wealth Management - Private Ocean |
Susan |
Dickson |
COO, Principal |
(415) 526-2900 |
WM |
susan@privateocean.com |
|
100 Smith Ranch Road, Suite 300 |
San Rafael |
CA |
94903 |
United States of America |
North America |
https://www.linkedin.com/in/susan-duvall-dickson-30592227/ |
|
2.009 |
$380 million |
|
https://www.linkedin.com/company/private-ocean-wealth-management/ |
http://www.privateocean.com |
With Private Ocean, you enjoy the direct support of a close-knit team of seasoned advisors and operations specialists. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times. |
|
| Marin Wealth Advisors LLC |
Gerald |
Fegler |
Principal |
(415) 472-5885 |
WM |
jfegler@marinwealthadvisors.com |
info@marinwealthadvisors.com |
315 Montgomery Street Suite 800 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-fegler-704261/ |
|
2.013 |
|
|
https://www.linkedin.com/company/robert-hunter-registered-investment-advisor/ |
https://www.marinwealthadvisors.com |
San Francisco Bay Area based investment advisory and financial planning firm, serving individuals, families, businesses, non-profits and foundations. Professional investment management, stock compensation consulting, retirement planning, tax planning and education planning. |
|
| Marin Wealth Advisors LLC |
Robert |
Hunter |
Principal and Founder |
(415) 472-5885 |
WM |
rch@marinwealthadvisors.com |
info@marinwealthadvisors.com |
315 Montgomery Street Suite 800 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/roberthunterinvest/ |
|
2.013 |
|
|
https://www.linkedin.com/company/robert-hunter-registered-investment-advisor/ |
https://www.marinwealthadvisors.com |
San Francisco Bay Area based investment advisory and financial planning firm, serving individuals, families, businesses, non-profits and foundations. Professional investment management, stock compensation consulting, retirement planning, tax planning and education planning. |
|
| Marin Wealth Advisors LLC |
Wayne |
Best |
Senior Wealth Advisor, Founder |
(415) 472-5885 |
WM |
wayne@marinwealthadvisors.com |
info@marinwealthadvisors.com |
315 Montgomery Street Suite 800 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-best-cfp-19126b6/ |
|
2.013 |
|
|
https://www.linkedin.com/company/robert-hunter-registered-investment-advisor/ |
https://www.marinwealthadvisors.com |
San Francisco Bay Area based investment advisory and financial planning firm, serving individuals, families, businesses, non-profits and foundations. Professional investment management, stock compensation consulting, retirement planning, tax planning and education planning. |
|
| Mariner Wealth Advisors, LLC |
Rich |
Rosenberg |
Managing Partner |
(212) 265-2320 |
WM |
rich.rosenberg@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/rosenbergrichard/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC |
Rosario |
Ruffino |
Managing Partner |
(212) 869-5906 |
WM |
rosario.ruffino@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/rosario-ruffino-17485896/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC |
William |
Berkley Greiner |
Chief Investment Strategist |
(913) 647-9711 |
WM |
william.greiner@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/william-greiner-67996453/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC |
Kenneth |
Powell |
Chief Equity Strategist |
(913) 647-9780 |
WM |
ken.powell@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/ken-powell-cfa-a5763a37/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC |
Brian |
Leitner |
Chief Practice Management Officer |
(913) 387-2747 |
WM |
brian.leitner@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/brianleitner1/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC - Mariner Family Office Group |
Martin |
Bicknell |
Chief Executive Officer |
(913) 904-5700 |
WM |
marty.bicknell@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/martybicknell/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC - Mariner Family Office Group |
William |
Greiner |
Chief Investment Officer |
(913) 647-9790 |
WM |
bruce.kusmin@marinerwealthadvisors.com |
|
5700 W 112th Suite 200 |
Overland Park |
KS |
66211 |
United States of America |
North America |
https://www.linkedin.com/in/william-greiner-67996453/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.linkedin.com/company/mariner-wealth-advisors/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC - Mariner Family Office Group |
Faith |
Read Xenos |
Director & Senior Wealth Advisor |
Direct: (305) 443-0060 |
WM |
faith.xenos@marinerwealthadvisors.com |
|
800 Douglas Rd., Suite 900 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/faithxenos/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.marinerwealthadvisors.com/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Mariner Wealth Advisors, LLC - Mariner Family Office Group |
Daniela |
DeCastro Martins |
Associate Wealth Advisor |
Direct: (305) 443-0060 |
WM |
Daniela.DecastroMartins@marinerwealthadvisors.com |
|
800 Douglas Rd., Suite 900 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/daniela-de-castro-martins-2b51a2177/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.006 |
$5.6B |
|
https://www.marinerwealthadvisors.com/ |
http://www.marinerwealthadvisors.com/ |
Mariner Wealth Advisors is a leading national wealth advisory firm that provides multi-family office and unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. High-net-worth families experience a unique set of challenges that can result in undue stress. Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the utmost care. |
|
| Marion Wealth Management Group |
Michael |
Marion |
Managing Partner & Financial Advisor |
Mobile: (412) 951-2835 |
WM |
Michael.Marion@marionwmg.com |
|
2790 Mosside Boulevard, Suite 640 |
Monroeville |
PA |
15146 |
United States of America |
North America |
https://www.linkedin.com/in/michael-s-marion-cfp®-25022935/ |
|
2.002 |
|
|
https://www.linkedin.com/company/marion-wmg/ |
https://www.marionwmg.com/ |
At Marion Wealth Management Group we've learned that true partnership is what makes the difference. If you're looking for a highly responsive, trustworthy partner offering world-class support and advice, then look no further. |
|
| Marion Wealth Management Group |
Jeffrey |
Lott |
Partner & Financial Advisor |
(412) 372-3849 |
WM |
Jeffrey.Lott@marionwmg.com |
|
2790 Mosside Boulevard, Suite 640 |
Monroeville |
PA |
15146 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/marion-wmg/ |
https://www.marionwmg.com/ |
At Marion Wealth Management Group we've learned that true partnership is what makes the difference. If you're looking for a highly responsive, trustworthy partner offering world-class support and advice, then look no further. |
|
| Mark Asset Management Corporation |
Morris |
Mark |
CEO & Managing Partner |
(212) 372-2500 |
WM |
mmark@markasset.com |
ir@markasset.com |
667 Madison Avenue, 9th Floor |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/morris-mark-84968520/ |
Hedge Fund, Long Only Strategies |
1.985 |
|
|
https://www.linkedin.com/company/mark-asset-management/ |
https://www.markasset.com/ |
Mark Asset Management, founded in 1985, is an independent, SEC-registered investment adviser based in New York City. The firm manages high conviction, growth oriented, long biased Hedge Fund and Long Only strategies. The nine person investment team is led by Morris Mark and Andrew Fruchter. Mr. Mark is an award winning investment professional with decades of equity investment experience. |
|
| Mark Asset Management Corporation |
Maya |
Shagas |
Director of Investor Relations |
Direct: (212) 372-2504 |
WM |
mshagas@markasset.com |
ir@markasset.com |
667 Madison Avenue, 9th Floor |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/maya-shagas/ |
Hedge Fund, Long Only Strategies |
1.985 |
|
|
https://www.linkedin.com/company/mark-asset-management/ |
https://www.markasset.com/ |
Mark Asset Management, founded in 1985, is an independent, SEC-registered investment adviser based in New York City. The firm manages high conviction, growth oriented, long biased Hedge Fund and Long Only strategies. The nine person investment team is led by Morris Mark and Andrew Fruchter. Mr. Mark is an award winning investment professional with decades of equity investment experience. |
|
| Mark Asset Management Corporation |
Kevin |
Burinescu |
CFO & Chief Compliance Officer |
(212) 372-2500 |
WM |
kburinescu@markasset.com |
ir@markasset.com |
667 Madison Avenue, 9th Floor |
New York |
NY |
10065 |
United States of America |
North America |
|
Hedge Fund, Long Only Strategies |
1.985 |
|
|
https://www.linkedin.com/company/mark-asset-management/ |
https://www.markasset.com/ |
Mark Asset Management, founded in 1985, is an independent, SEC-registered investment adviser based in New York City. The firm manages high conviction, growth oriented, long biased Hedge Fund and Long Only strategies. The nine person investment team is led by Morris Mark and Andrew Fruchter. Mr. Mark is an award winning investment professional with decades of equity investment experience. |
|
| Mark Asset Management Corporation |
Moshe |
Billet |
Director of Operations |
(212) 372-2500 |
WM |
mbillet@markasset.com |
ir@markasset.com |
667 Madison Avenue, 9th Floor |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/moshe-billet-1b50821/ |
Hedge Fund, Long Only Strategies |
1.985 |
|
|
https://www.linkedin.com/company/mark-asset-management/ |
https://www.markasset.com/ |
Mark Asset Management, founded in 1985, is an independent, SEC-registered investment adviser based in New York City. The firm manages high conviction, growth oriented, long biased Hedge Fund and Long Only strategies. The nine person investment team is led by Morris Mark and Andrew Fruchter. Mr. Mark is an award winning investment professional with decades of equity investment experience. |
|
| Market Street Wealth Management |
Jeff |
Leppert |
Co-Founder |
(610) 692-3200 Ext. 104 |
WM |
jleppert@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
|
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Market Street Wealth Management |
Kevin |
Holt |
Co-Founder |
(610) 692-3200 Ext. 105 |
WM |
kholt@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-holt-7804131a7/ |
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Market Street Wealth Management |
Mark |
Meloro |
Partner |
(610) 692-3200 Ext. 103 |
WM |
mmeloro@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
https://www.linkedin.com/in/mark-meloro-abb973/ |
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Market Street Wealth Management |
Troy |
Vogt |
Chief Investment Officer |
(610) 692-3200 Ext. 126 |
WM |
tvogt@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
https://www.linkedin.com/in/troy-vogt-cfp®-00007318/ |
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Market Street Wealth Management |
Matt |
Eichert |
Financial Advisor |
(610) 692-3200 |
WM |
meichert@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
|
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Market Street Wealth Management |
Charles |
Meloro |
Financial Advisor |
(610) 692-3200 Ext. 151 |
WM |
cmeloro@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
|
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Market Street Wealth Management |
Matt |
Dodge |
Financial Advisor |
(610) 692-3200 Ext. 164 |
WM |
mdodge@marketstreetwealth.net |
info@marketstreetwealth.net |
999 West Chester Pike, Suite 202 |
West Chester |
PA |
19382 |
United States of America |
North America |
https://www.linkedin.com/in/mattdodge2/ |
|
|
$315M |
|
|
https://marketstreetwealth.net/ |
We believe without fail that the difference between your success or failure is directly correlated to the quality of advice you do, or do not, receive. Investment management advice is not a commodity. One size does not fit all and one advisor is not the same as another. Our wealth management process is entirely client driven and comprehensive. All of our recommendations are based on our clients’ personal circumstances coupled with independent research, analysis and objectivity. For us, the most important benchmark of our success is your success. |
|
| Markland Wealth Management, Inc |
Mark |
Markland |
President |
(310) 643-7737 |
WM |
mark@marklandwealth.com |
info@marklandwealth.com |
1230 Rosecrans Avenue Suite 610 |
Manhattan Beach |
CA |
90266 |
United States of America |
North America |
https://www.linkedin.com/in/marklandwealth/ |
|
|
|
|
|
https://www.marklandwealth.com/ |
Markland Wealth Management, Inc. is focused on comprehensive “Collaborative Wealth Management." |
|
| Markland Wealth Management, Inc |
Saba |
Candari |
Financial Advisor |
(310) 643-7751 |
WM |
saba@marklandwealth.com |
info@marklandwealth.com |
1230 Rosecrans Avenue Suite 610 |
Manhattan Beach |
CA |
90266 |
United States of America |
North America |
https://www.linkedin.com/in/saba-candari-mba-cws®-96893911/ |
|
|
|
|
|
https://www.marklandwealth.com/ |
Markland Wealth Management, Inc. is focused on comprehensive “Collaborative Wealth Management." |
|
| Markland Wealth Management, Inc |
Cathy |
Santiago |
Health Insurance Adviser |
(310) 721-2662 |
WM |
cathy@marklandwealth.com |
info@marklandwealth.com |
1230 Rosecrans Avenue Suite 610 |
Manhattan Beach |
CA |
90266 |
United States of America |
North America |
|
|
|
|
|
|
https://www.marklandwealth.com/ |
Markland Wealth Management, Inc. is focused on comprehensive “Collaborative Wealth Management." |
|
| Markle Financial LLC |
Shannon |
Markle |
Founder & President |
(307) 721-1725 |
WM |
Shannon@MarkleFinancial.com |
|
506 South 21st Street, Suite 101 |
Laramie |
WY |
82070 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-markle-b36513a9/ |
|
2.002 |
|
|
|
https://www.marklefinancial.com/ |
Markle Financial is a Registered Investment Advisor (RIA), with over 25 years of experience in our office. We provide tools for wealth management that is reimagined. Our unique approach is committed to your long-term financial success; we have a whole team working with you to help you make intentional plans to provide the impact you want for the future. At Markle Financial, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success. |
|
| Markle Financial LLC |
Leslie |
Johnson |
Vice President |
(307) 721-1725 |
WM |
Leslie@MarkleFinancial.com |
|
506 South 21st Street, Suite 101 |
Laramie |
WY |
82070 |
United States of America |
North America |
https://www.linkedin.com/in/leslie-bickel-johnson-mba-5a322a82/ |
|
2.002 |
|
|
|
https://www.marklefinancial.com/ |
Markle Financial is a Registered Investment Advisor (RIA), with over 25 years of experience in our office. We provide tools for wealth management that is reimagined. Our unique approach is committed to your long-term financial success; we have a whole team working with you to help you make intentional plans to provide the impact you want for the future. At Markle Financial, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success. |
|
| Markle Financial LLC |
Peper Jo |
Six |
Director of Development and Charitable Giving |
(307) 721-1725 |
WM |
Pepperjo@MarkleFinancial.com |
|
506 South 21st Street, Suite 101 |
Laramie |
WY |
82070 |
United States of America |
North America |
https://www.linkedin.com/in/pepper-six-ba6a9125/ |
|
2.002 |
|
|
|
https://www.marklefinancial.com/ |
Markle Financial is a Registered Investment Advisor (RIA), with over 25 years of experience in our office. We provide tools for wealth management that is reimagined. Our unique approach is committed to your long-term financial success; we have a whole team working with you to help you make intentional plans to provide the impact you want for the future. At Markle Financial, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success. |
|
| Markle Financial LLC |
Joe |
Farley |
Associate Advisor |
(307) 721-1725 |
WM |
Joe@MarkleFinancial.com |
|
506 South 21st Street, Suite 101 |
Laramie |
WY |
82070 |
United States of America |
North America |
https://www.linkedin.com/in/joe-farley-mba-a234b813b/ |
|
2.002 |
|
|
|
https://www.marklefinancial.com/ |
Markle Financial is a Registered Investment Advisor (RIA), with over 25 years of experience in our office. We provide tools for wealth management that is reimagined. Our unique approach is committed to your long-term financial success; we have a whole team working with you to help you make intentional plans to provide the impact you want for the future. At Markle Financial, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success. |
|
| Markle Financial LLC |
Zondra |
Markle |
Operations Coordinator |
(307) 721-1725 |
WM |
Zondra@MarkleFinancial.com |
|
506 South 21st Street, Suite 101 |
Laramie |
WY |
82070 |
United States of America |
North America |
https://www.linkedin.com/in/zondra-markle-b921b56b/ |
|
2.002 |
|
|
|
https://www.marklefinancial.com/ |
Markle Financial is a Registered Investment Advisor (RIA), with over 25 years of experience in our office. We provide tools for wealth management that is reimagined. Our unique approach is committed to your long-term financial success; we have a whole team working with you to help you make intentional plans to provide the impact you want for the future. At Markle Financial, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success. |
|
| Markle Wealth Management |
David |
Markle |
Financial Advisor and Owner |
(610) 837-8675 |
WM |
david@marklewealth.com |
|
3250 Glase Road |
Danielsville |
PA |
18038 |
United States of America |
North America |
https://www.linkedin.com/in/david-markle-cpa-pfs-cfp-cgma-31207815/ |
|
|
|
|
|
https://marklewealth.com/ |
Markle Wealth Management is a financial services firm in Pennsylvania’s Lehigh Valley offering Financial Advisor and Financial Planning Services on a fee-only basis.
With the experience gained working at one of the top 150 Registered Investment Advisory firms, we provide services that are individualized to meet our clients’ financial needs and desires. Although we offer comprehensive financial planning services, we also specialize in tax, estate and retirement planning. |
|
| Marks Group Wealth Management |
Bennett |
Marks |
President, Chief Investment Officer |
(952) 852-6100 |
WM |
ben.marks@marksgroup.com |
info@marksgroup.com |
4350 Baker Road, Suite 245 |
Minnetonka |
MN |
55343 |
United States of America |
North America |
https://www.linkedin.com/in/ben-marks-92823812/ |
|
|
|
|
https://www.linkedin.com/company/marks-group-wealth-management/ |
http://marksgroup.com |
Marks Group Wealth Management is a Registered Investment Advisor (RIA) located just west of Minneapolis, MN. As an RIA, we have a legal and fiduciary responsibility to always put your interests first. We are not paid on commission and we do not sell proprietary products. We fully disclose our investment holdings – all of which have daily liquidity – and clearly describe all fees involved. The advisor who meets with you to tailor your financial strategy is the same advisor who will implement and manage that plan, supported by the collective insight, experience and dedication of our entire team. |
|
| Marks Group Wealth Management |
John |
Feste |
Managing Principal |
(952) 852-6100 |
WM |
john.feste@marksgroup.com |
info@marksgroup.com |
4350 Baker Road, Suite 245 |
Minnetonka |
MN |
55343 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/marks-group-wealth-management/ |
http://marksgroup.com |
Marks Group Wealth Management is a Registered Investment Advisor (RIA) located just west of Minneapolis, MN. As an RIA, we have a legal and fiduciary responsibility to always put your interests first. We are not paid on commission and we do not sell proprietary products. We fully disclose our investment holdings – all of which have daily liquidity – and clearly describe all fees involved. The advisor who meets with you to tailor your financial strategy is the same advisor who will implement and manage that plan, supported by the collective insight, experience and dedication of our entire team. |
|
| Marks Group Wealth Management |
Patrick |
Deeg |
Principal |
(952) 852-6100 |
WM |
patrick.deeg@marksgroup.com |
info@marksgroup.com |
4350 Baker Road, Suite 245 |
Minnetonka |
MN |
55343 |
United States of America |
North America |
https://www.linkedin.com/in/pat-deeg-cfp®-20778a28/ |
|
|
|
|
https://www.linkedin.com/company/marks-group-wealth-management/ |
http://marksgroup.com |
Marks Group Wealth Management is a Registered Investment Advisor (RIA) located just west of Minneapolis, MN. As an RIA, we have a legal and fiduciary responsibility to always put your interests first. We are not paid on commission and we do not sell proprietary products. We fully disclose our investment holdings – all of which have daily liquidity – and clearly describe all fees involved. The advisor who meets with you to tailor your financial strategy is the same advisor who will implement and manage that plan, supported by the collective insight, experience and dedication of our entire team. |
|
| Marks Group Wealth Management |
Jeremy |
Schmidt |
Director of Asset Management |
(952) 852-6100 |
WM |
jeremy.schmidt@marksgroup.com |
info@marksgroup.com |
4350 Baker Road, Suite 245 |
Minnetonka |
MN |
55343 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/marks-group-wealth-management/ |
http://marksgroup.com |
Marks Group Wealth Management is a Registered Investment Advisor (RIA) located just west of Minneapolis, MN. As an RIA, we have a legal and fiduciary responsibility to always put your interests first. We are not paid on commission and we do not sell proprietary products. We fully disclose our investment holdings – all of which have daily liquidity – and clearly describe all fees involved. The advisor who meets with you to tailor your financial strategy is the same advisor who will implement and manage that plan, supported by the collective insight, experience and dedication of our entire team. |
|
| Marquest Asset Management Inc. |
Andrew |
McKay |
President |
(416) 365-4077 |
WM |
amckay@marquest.ca |
clientservices@marquest.ca |
161 Bay Street, 27th Floor |
Toronto |
ON |
M5J 2S1 |
Canada |
North America |
https://www.linkedin.com/in/andrew-mckay-1927475b/ |
|
1.985 |
$0.2 billion |
|
https://www.linkedin.com/company/marquest-asset-management-inc-/ |
https://marquest.ca |
Marquest Asset Management Inc. is a rapidly growing private investment management company that provides a diversified suite of quality equity, and flow-through products to accredited and retail investors. |
|
| Marquest Asset Management Inc. |
Gerry |
Brockelsby |
Chief Investment Officer |
(416) 365-4077 |
WM |
gerry@marquest.ca |
clientservices@marquest.ca |
161 Bay Street, 27th Floor |
Toronto |
ON |
M5J 2S1 |
Canada |
North America |
https://www.linkedin.com/in/gerry-brockelsby-b6114120/ |
|
1.985 |
$0.2 billion |
|
https://www.linkedin.com/company/marquest-asset-management-inc-/ |
https://marquest.ca |
Marquest Asset Management Inc. is a rapidly growing private investment management company that provides a diversified suite of quality equity, and flow-through products to accredited and retail investors. |
|
| Marquette Asset Management |
Chris |
Vernier |
President |
(612) 661-3787 |
WM |
chris.vernier@marquettewm.com |
|
150 South Fifth Street Suite 2800 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/chrisverniermarquetteam/ |
Public Equity, Fixed Income |
2.005 |
|
|
https://www.linkedin.com/company/marquette-asset-management/?originalSubdomain=ph |
http://marquettewm.com |
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. |
|
| Marquette Asset Management |
Robert |
Rubenstein |
Managing Director |
(612) 661-3784 |
WM |
robert.rubenstein@marquettewm.com |
|
150 South Fifth Street Suite 2800 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/robert-rubenstein-7207978/ |
Public Equity, Fixed Income |
2.005 |
|
|
https://www.linkedin.com/company/marquette-asset-management/?originalSubdomain=ph |
http://marquettewm.com |
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. |
|
| Marquette Asset Management |
Jean |
Gullikson |
Managing Director and CCO |
(612) 661-3783 |
WM |
jean.gullikson@marquettewm.com |
|
150 South Fifth Street Suite 2800 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/jean-gullikson-6432a09 |
Public Equity, Fixed Income |
2.005 |
|
|
https://www.linkedin.com/company/marquette-asset-management/?originalSubdomain=ph |
http://marquettewm.com |
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. |
|
| Marquette Asset Management |
Jim |
Tatera |
Managing Director and Chief Investment Officer |
(612) 661-3732 |
WM |
jim.tatera@marquettewm.com |
|
150 South Fifth Street Suite 2800 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/jim-tatera-cfa-024840b/ |
Public Equity, Fixed Income |
2.005 |
|
|
https://www.linkedin.com/company/marquette-asset-management/?originalSubdomain=ph |
http://marquettewm.com |
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. |
|
| Marsh & McLennan Companies |
Mark |
McGivney |
CFO |
(212) 345-5000 |
WM |
mark.mcgivney@marsh.com |
sarah.dewitt@mmc.com |
1166 Avenue of the Americas |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/mark-mcgivney-60019929/ |
|
|
|
|
https://www.linkedin.com/company/marsh-&-mclennan-companies-inc- |
http://www.mmc.com |
Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. |
|
| Marsh & McLennan Companies |
Scott |
Gilbert |
SVP and Chief Information Officer |
(212) 345-5000 |
WM |
scott.gilbert@mmc.com |
sarah.dewitt@mmc.com |
1166 Avenue of the Americas |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/scott-gilbert-a127127/ |
|
|
|
|
https://www.linkedin.com/company/marsh-&-mclennan-companies-inc- |
http://www.mmc.com |
Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. |
|
| Marshall & Sterling Wealth Advisors, Inc |
Craig |
Pesce |
VP -Director |
(845) 554-1046 ext 2244 |
WM |
cpesce@ms-wealth.com |
info@ms-wealth.com |
110 Main Street |
Poughkeepsie |
NY |
12601 |
United States of America |
North America |
https://www.linkedin.com/in/craig-pesce/ |
|
1.864 |
|
|
https://www.linkedin.com/company/marshall-&-sterling/ |
https://www.ms-wealth.com/ |
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $900 million. An employee-owned company with more than 450 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. |
|
| Marshall & Sterling Wealth Advisors, Inc |
Chintan |
Shukla |
Portfolio Manager |
(845) 554-1046 ext 2287 |
WM |
cshukla@ms-wealth.com |
info@ms-wealth.com |
110 Main Street |
Poughkeepsie |
NY |
12601 |
United States of America |
North America |
https://www.linkedin.com/in/chshukla/ |
|
1.864 |
|
|
https://www.linkedin.com/company/marshall-&-sterling/ |
https://www.ms-wealth.com/ |
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $900 million. An employee-owned company with more than 450 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. |
|
| Marshall & Sterling Wealth Advisors, Inc |
Michael |
Ryan |
VP - Wealth Advisor |
(845) 554-1046 ext 2751 |
WM |
mryan@ms-wealth.com |
info@ms-wealth.com |
110 Main Street |
Poughkeepsie |
NY |
12601 |
United States of America |
North America |
https://www.linkedin.com/in/denny-quinn-4b9802154/ |
|
1.864 |
|
|
https://www.linkedin.com/company/marshall-&-sterling/ |
https://www.ms-wealth.com/ |
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $900 million. An employee-owned company with more than 450 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. |
|
| Marshall & Sterling Wealth Advisors, Inc |
Joseph |
Quinn II |
Wealth Advisor |
(845) 554-1046 ext 2363 |
WM |
dquinn@ms-wealth.com |
info@ms-wealth.com |
110 Main Street |
Poughkeepsie |
NY |
12601 |
United States of America |
North America |
https://www.linkedin.com/in/michael-a-ryan-cfp®-0a87a2a/ |
|
1.864 |
|
|
https://www.linkedin.com/company/marshall-&-sterling/ |
https://www.ms-wealth.com/ |
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $900 million. An employee-owned company with more than 450 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. |
|
| Marshall & Sterling Wealth Advisors, Inc |
Dean |
Lysenko |
Wealth Advisor |
(845) 554-1046 ext 2264 |
WM |
dlysenko@ms-wealth.com |
info@ms-wealth.com |
110 Main Street |
Poughkeepsie |
NY |
12601 |
United States of America |
North America |
https://www.linkedin.com/in/dean-lysenko-cpfa-aif®-1021b289/ |
|
1.864 |
|
|
https://www.linkedin.com/company/marshall-&-sterling/ |
https://www.ms-wealth.com/ |
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $900 million. An employee-owned company with more than 450 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. |
|
| Martin, Lucas & Seagram Ltd. |
David |
Edmison |
President |
(416) 363-6216 |
WM |
david.edmison@mlsinvest.com |
info@mlsinvest.com |
48 Yonge St Suite 620 |
Toronto |
ON |
M5E 1G9 |
Canada |
North America |
|
|
|
$0.7 billion |
|
|
http://www.mlsinvest.com/ |
Martin, Lucas & Seagram is one of Canada's oldest independently owned investment counselling firms. We have been providing investment management services to investors for over 60 years. During this time our focus and commitment have remained unchanged
- to provide a highly personalized service dedicated to maintaining and improving our clients' financial well-being. We presently manage over $700 million in client assets, consisting of individual accounts ranging from several hundred thousand to tens of millions of dollars. We accept new clients having minimum total investable assets of $800,000. |
|
| Martin, Lucas & Seagram Ltd. |
Rowland |
Bell |
Senior Vice President |
(416) 363-6216 |
WM |
rowlandbell@mlsinvest.com |
info@mlsinvest.com |
48 Yonge St Suite 620 |
Toronto |
ON |
M5E 1G9 |
Canada |
North America |
|
|
|
$0.7 billion |
|
|
http://www.mlsinvest.com/ |
Martin, Lucas & Seagram is one of Canada's oldest independently owned investment counselling firms. We have been providing investment management services to investors for over 60 years. During this time our focus and commitment have remained unchanged
- to provide a highly personalized service dedicated to maintaining and improving our clients' financial well-being. We presently manage over $700 million in client assets, consisting of individual accounts ranging from several hundred thousand to tens of millions of dollars. We accept new clients having minimum total investable assets of $800,000. |
|
| Maryland Capital Management |
John |
Blair |
President & Portfolio Manager |
(410) 547-2666 |
WM |
Jblair@mdcapital.com |
info@mdcapital.com |
800 N. Charles Street, Suite 500 |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/john-blair-05a2483/ |
|
1.978 |
$990M |
|
https://www.linkedin.com/company/maryland-capital-management/ |
https://mdcapital.com/ |
Maryland Capital Management (MCM) is an independently-owned, investment advisory firm committed to providing comprehensive advice and investment management solutions to high net worth individuals, family groups and institutions. |
|
| Maryland Capital Management |
Gregory |
Heard |
Principal & Portfolio Manager |
(410) 547-2666 |
WM |
gheard@mdcapital.com |
info@mdcapital.com |
800 N. Charles Street, Suite 500 |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/greg-heard-47a6933/ |
|
1.978 |
$990M |
|
https://www.linkedin.com/company/maryland-capital-management/ |
https://mdcapital.com/ |
Maryland Capital Management (MCM) is an independently-owned, investment advisory firm committed to providing comprehensive advice and investment management solutions to high net worth individuals, family groups and institutions. |
|
| Mason Investment Advisory Services, Inc. |
Scott |
George |
Chief Investment Officer |
(703) 716-6000 |
WM |
sgeorge@masoncompanies.com |
|
11130 Sunrise Valley Drive, Suite 200 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/scott-george-86520611/ |
|
1.982 |
$4,424 million |
|
https://www.linkedin.com/company/the-mason-companies/ |
https://masoncompanies.com |
As an independent firm with over 30 years of experience, The Mason Companies provides corporate sponsored and individual Financial Planning services and Investment Management for individuals, trusts, endowments, and funds. We believe that clients are entitled to independent counsel based on objective data and time-proven strategies – provided by an organization that has no proprietary products or “preferred” provider relationships that can compromise our advice. |
|
| Mason Investment Advisory Services, Inc. |
Christopher |
Schreiner |
COO |
(703) 716-6000 x109 |
WM |
cschreiner@masoncompanies.com |
|
11130 Sunrise Valley Drive, Suite 200 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-schreiner-7a6b645/ |
|
1.982 |
$4,424 million |
|
https://www.linkedin.com/company/the-mason-companies/ |
https://masoncompanies.com |
As an independent firm with over 30 years of experience, The Mason Companies provides corporate sponsored and individual Financial Planning services and Investment Management for individuals, trusts, endowments, and funds. We believe that clients are entitled to independent counsel based on objective data and time-proven strategies – provided by an organization that has no proprietary products or “preferred” provider relationships that can compromise our advice. |
|
| Mason Investment Advisory Services, Inc. |
William |
Thorpe |
Chief Marketing and Development Officer |
(703) 716-6000 x124 |
WM |
wthorpe@masoncompanies.com |
|
11130 Sunrise Valley Drive, Suite 200 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/will-thorpe-a781b01/ |
|
1.982 |
$4,424 million |
|
https://www.linkedin.com/company/the-mason-companies/ |
https://masoncompanies.com |
As an independent firm with over 30 years of experience, The Mason Companies provides corporate sponsored and individual Financial Planning services and Investment Management for individuals, trusts, endowments, and funds. We believe that clients are entitled to independent counsel based on objective data and time-proven strategies – provided by an organization that has no proprietary products or “preferred” provider relationships that can compromise our advice. |
|
| Mason Road Wealth Advisors, LLC |
Lori |
Plescia |
Investment Advisor Representative |
(314) 576-1350, (314) 576-1350 Ext. 3565 |
WM |
lplescia@mrwa.us |
|
424 S Woods Mill Rd., Suite 340 |
Chesterfield |
MO |
63017 |
United States of America |
North America |
https://www.linkedin.com/in/lori-plescia-cfp-r-cpa-pfs-qpfc-43636b89/ |
|
|
|
lplescia@bwtpcpa.com |
https://bwtpcpa.com/ |
http://www.mrwa.us/ |
Mason Road Wealth Advisors, a fee only Registered Investment Advisor and we follow the fiduciary standard by acting in good faith and your best interest at all times. Only financial advisors who are Registered Investment Advisors are held, by law, to a fiduciary standard. Financial advisors who accept commissions are usually not fiduciaries and may be influence to act in their own best interests.
Mason Road Wealth Advisors goal is to put our clients on the right investment path by using evidence based investing and the Modern Portfolio Theory.
Instead of active investing – relying on attempts to time the market or pick future winning stocks – your wealth manager builds and adheres to a disciplined portfolio of diversified funds made up of passively structured components. |
|
| Massachusetts Wealth Management, LLC |
Diana |
Nickerson |
Executive Vice President |
(978) 685-1050 |
WM |
dnickerson@masswealth.com |
|
807 Turnpike Street |
North Andover |
MA |
01845 |
United States of America |
North America |
https://www.linkedin.com/in/diana-nickerson-6015356a/ |
Individuals, Trusts, Charitable Organizations |
|
|
|
|
https://masswealth.com/ |
MWM is a fee based asset manager. We are required to custody your money with a third party. It is in your best interest and for your protection. Currently we use UBS Financial Services, Charles Schwab and Fidelity Investments, but are able to use a custodian of your choice. We have negotiated favorable commission rates for our client transactions and since our investment philosophy is a long term buy and hold approach brokerage commissions are not a meaningful expense. |
|
| Massey Quick Simon & Co., LLC |
Dwight |
Massey |
Founding Partner Emeritus |
(973) 525-1000 |
WM |
dwightbmassey@gmail.com |
info@simonquickadvisors.com |
360 Mt. Kemble Avenue |
Morristown |
NJ |
07960 |
United States of America |
North America |
|
|
2.004 |
$1.9B |
|
https://www.linkedin.com/company/simonquickadvisors |
https://simonquickadvisors.com/ |
Massey Quick Wealth Solutions, LLC (MQWS) operates as a wealth management firm. The Company offers investment planning, financial counseling, advisory, and portfolio management services. MQMS serves clients in the United States. |
|
| Massey Quick Simon & Co., LLC |
Mark |
Delotto |
Managing Partner, Chief Operating Officer & Chief Compliance Officer |
(973) 525-1000 |
WM |
mark.delotto@mqsadvisors.com |
info@simonquickadvisors.com |
360 Mt. Kemble Avenue |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/mark-delotto-2a42044/ |
|
2.004 |
$1.9B |
|
https://www.linkedin.com/company/simonquickadvisors |
https://simonquickadvisors.com/ |
Massey Quick Wealth Solutions, LLC (MQWS) operates as a wealth management firm. The Company offers investment planning, financial counseling, advisory, and portfolio management services. MQMS serves clients in the United States. |
|
| Massey Quick Simon & Co., LLC |
Christopher |
Moore |
Managing Partner & Chief Investment Officer |
(973) 525-1000 |
WM |
chris.moore@mqsadvisors.com |
info@simonquickadvisors.com |
360 Mt. Kemble Avenue |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/cbmoore1/ |
|
2.004 |
$1.9B |
|
https://www.linkedin.com/company/simonquickadvisors |
https://simonquickadvisors.com/ |
Massey Quick Wealth Solutions, LLC (MQWS) operates as a wealth management firm. The Company offers investment planning, financial counseling, advisory, and portfolio management services. MQMS serves clients in the United States. |
|
| Matco Financial Inc. |
Jason |
Vincent |
President & COO |
(403) 539-5740 |
WM |
jvincent@matcofinancial.ca |
info@matcofinancial.ca |
400, 407-8th Avenue SW |
Calgary |
AB |
T2P 1E5 |
Canada |
North America |
https://www.linkedin.com/in/jason-vincent-49288610/ |
|
2.006 |
$0.5 billion |
|
https://www.linkedin.com/company/matco-financial-inc./ |
http://matcofinancialinc.com |
Matco Financial is an independent, privately held discretionary investment management firm. Originally founded in 2006 to manage money and service seven family offices, today Matco offers the benefits of our investment management experience to individual investors, trusts, corporations, and not-for-profit organizations. Our investment focus is Canadian securities and North American energy stocks. Our mission is to provide well-diversified investment solutions that are designed to protect capital and achieve long-term growth, without exposing our clients to unnecessary risk. |
|
| Matco Financial Inc. |
Bill |
Dickie |
Chief Investment Officer |
(403) 539-5740 |
WM |
bdickie@matcofinancial.ca |
info@matcofinancial.ca |
400, 407-8th Avenue SW |
Calgary |
AB |
T2P 1E5 |
Canada |
North America |
https://www.linkedin.com/in/bill-dickie-94972310/ |
|
2.006 |
$0.5 billion |
|
https://www.linkedin.com/company/matco-financial-inc./ |
http://matcofinancialinc.com |
Matco Financial is an independent, privately held discretionary investment management firm. Originally founded in 2006 to manage money and service seven family offices, today Matco offers the benefits of our investment management experience to individual investors, trusts, corporations, and not-for-profit organizations. Our investment focus is Canadian securities and North American energy stocks. Our mission is to provide well-diversified investment solutions that are designed to protect capital and achieve long-term growth, without exposing our clients to unnecessary risk. |
|
| Mathis Wealth Management |
Larry |
Mathis |
Founder and CEO |
(602) 393-0501 |
WM |
larry@MathisWealth.com |
ContactUs@mathiswealth.com |
7210 N 16th St |
Phoenix |
AZ |
85020 |
United States of America |
North America |
https://www.linkedin.com/in/larrymathis/ |
|
2.015 |
|
|
https://www.linkedin.com/company/mathis-wealth-management/ |
https://www.mathiswealth.com/ |
Mathis Wealth Management is an advisory firm offering comprehensive financial services tailored to meet our client's unique hopes, needs and values. |
|
| Mathis Wealth Management |
Phil |
Adams |
Investment Advisor Representative |
(602) 393-0501 |
WM |
Phil@MathisWealth.com |
ContactUs@mathiswealth.com |
7210 N 16th St |
Phoenix |
AZ |
85020 |
United States of America |
North America |
https://www.linkedin.com/in/phil-adams-6079393b/ |
|
2.015 |
|
|
https://www.linkedin.com/company/mathis-wealth-management/ |
https://www.mathiswealth.com/ |
Mathis Wealth Management is an advisory firm offering comprehensive financial services tailored to meet our client's unique hopes, needs and values. |
|
| Mathis Wealth Management |
Jennifer |
Panicker |
Investment Advisor, Operations Director |
(602) 393-0501 |
WM |
Jennifer@MathisWealth.com |
ContactUs@mathiswealth.com |
7210 N 16th St |
Phoenix |
AZ |
85020 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-panicker-4b721612/ |
|
2.015 |
|
|
https://www.linkedin.com/company/mathis-wealth-management/ |
https://www.mathiswealth.com/ |
Mathis Wealth Management is an advisory firm offering comprehensive financial services tailored to meet our client's unique hopes, needs and values. |
|
| Matrix Wealth Mangement, Inc. |
Buck |
Bandura |
President |
(480) 258-6100 |
WM |
bbandura@wfafinet.com |
info@wfafinet.com |
6991 E. Camelback Rd., Suite D-200 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/buck-bandura-cfp®-613b149/ |
|
2.006 |
$150M |
|
|
https://fa.wellsfargoadvisors.com/matrix-wealth-mgmt |
Matrix Wealth Mangement, a hybrid approach to working with clients, providing them a small office environment along with all the capabilities Wells Fargo Advisors Financial Network has to offer. |
|
| Matrix Wealth Mangement, Inc. |
Dan |
Saba |
Portfolio Administrator |
(480) 258-6100 |
WM |
dan.saba@wfafinet.com |
info@wfafinet.com |
6991 E. Camelback Rd., Suite D-200 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/matrixwealthmanagement/ |
|
2.006 |
$150M |
|
|
https://fa.wellsfargoadvisors.com/matrix-wealth-mgmt |
Matrix Wealth Mangement, a hybrid approach to working with clients, providing them a small office environment along with all the capabilities Wells Fargo Advisors Financial Network has to offer. |
|
| Matrix Wealth Mangement, Inc. |
Shelley |
Gerber |
Senior Registered Account Administrator |
(480) 258-6100 |
WM |
sgerber@wfafinet.com |
info@wfafinet.com |
6991 E. Camelback Rd., Suite D-200 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
2.006 |
$150M |
|
|
https://fa.wellsfargoadvisors.com/matrix-wealth-mgmt |
Matrix Wealth Mangement, a hybrid approach to working with clients, providing them a small office environment along with all the capabilities Wells Fargo Advisors Financial Network has to offer. |
|
| Matthews Wealth Management, LLP |
Randy |
Matthews |
Owner |
(214) 363-4584 |
WM |
randym@matthewswealth.com |
randym@matthewswealth.com |
1404 Gables Court, Suite 201 |
Plano |
TX |
75075 |
United States of America |
North America |
|
|
|
|
|
|
http://www.matthewswealthmanagement.com/ |
Matthews Wealth Management provides comprehensive planning and detailed execution of strategies carefully designed for each client to promote long-term financial success. Award winning, personalized service is maintained with the utmost of integrity, using industry leading tools and technology. |
|
| Mattioli Woods plc |
Adeline |
Christy |
Director |
44 116 240-8700 |
WM |
adeline.christy@mattioliwoods.com |
info@mattioliwoods.com |
1 New Walk Place |
Leicester |
|
LE1 6RU |
United Kingdom |
Europe |
https://www.linkedin.com/in/adeline-christy-739553127/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mattioli-woods-plc/ |
https://www.mattioliwoods.com |
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 600 staff throughout our Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston offices, administering over 10,000 clients, and hold £9.4 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. |
|
| Mattioli Woods plc |
David |
Gibson |
Director |
44 116 240-8700 |
WM |
david.gibson@mattioliwoods.com |
info@mattioliwoods.com |
1 New Walk Place |
Leicester |
|
LE1 6RU |
United Kingdom |
Europe |
https://www.linkedin.com/in/david-gibson-b341b41b/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mattioli-woods-plc/ |
https://www.mattioliwoods.com |
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 600 staff throughout our Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston offices, administering over 10,000 clients, and hold £9.4 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. |
|
| Mattioli Woods plc |
Jim |
Tennent |
Director |
44 116 240-8700 |
WM |
jim.tennent@mattioliwoods.com |
info@mattioliwoods.com |
1 New Walk Place |
Leicester |
|
LE1 6RU |
United Kingdom |
Europe |
https://www.linkedin.com/in/jim-tennent-91497913/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mattioli-woods-plc/ |
https://www.mattioliwoods.com |
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 600 staff throughout our Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston offices, administering over 10,000 clients, and hold £9.4 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. |
|
| Mattioli Woods plc |
Cameron |
Millar |
Wealth Manager |
44 797 118-2237 |
WM |
Cameron.millar@mattioliwoods.com |
info@mattioliwoods.com |
1 New Walk Place |
Leicester |
|
LE1 6RU |
United Kingdom |
Europe |
https://www.linkedin.com/in/cameron-millar-88034130/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mattioli-woods-plc/ |
https://www.mattioliwoods.com |
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 600 staff throughout our Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston offices, administering over 10,000 clients, and hold £9.4 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. |
|
| Mattioli Woods plc |
Lesley |
Duff |
Executive Assistant |
44 743 641-6772 |
WM |
Lesley.duff@mattioliwoods.com |
info@mattioliwoods.com |
1 New Walk Place |
Leicester |
|
LE1 6RU |
United Kingdom |
Europe |
https://www.linkedin.com/in/lesley-duff-7b0b69a2/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mattioli-woods-plc/ |
https://www.mattioliwoods.com |
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 600 staff throughout our Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston offices, administering over 10,000 clients, and hold £9.4 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. |
|
| Maverick Wealth Management |
Jeremy |
Walker |
Wealth Manager / President / Managing Partner |
(817) 945-3335 |
WM |
jeremy@maverickwm.org |
info@maverickwm.org |
255 Elk Drive, Suite D |
Burleson |
TX |
76028 |
United States of America |
North America |
|
|
|
|
|
|
https://www.maverick-wealth.org/ |
At Maverick Wealth Management, we pride ourselves on our client-centered approach. Our focus on each client’s personal financial needs is our utmost concern. All financial advice is custom to every individual need. We have set customer service as a core value, not because it is good business, but because it is the right thing to do. At Maverick, everything we do revolves around listening and knowing our clients’ needs. |
|
| Maverick Wealth Management |
Matt |
Hubbell |
Wealth Manager / Managing Partner |
(817) 945-3335 |
WM |
matt@maverickwm.org |
info@maverickwm.org |
255 Elk Drive, Suite D |
Burleson |
TX |
76028 |
United States of America |
North America |
https://www.linkedin.com/in/matthubbell1/ |
|
|
|
|
|
https://www.maverick-wealth.org/ |
At Maverick Wealth Management, we pride ourselves on our client-centered approach. Our focus on each client’s personal financial needs is our utmost concern. All financial advice is custom to every individual need. We have set customer service as a core value, not because it is good business, but because it is the right thing to do. At Maverick, everything we do revolves around listening and knowing our clients’ needs. |
|
| Maverick Wealth Management |
Kelly |
Montgomery |
Client Services Director |
(817) 945-3335 |
WM |
kelly@maverickwm.org |
info@maverickwm.org |
255 Elk Drive, Suite D |
Burleson |
TX |
76028 |
United States of America |
North America |
|
|
|
|
|
|
https://www.maverick-wealth.org/ |
At Maverick Wealth Management, we pride ourselves on our client-centered approach. Our focus on each client’s personal financial needs is our utmost concern. All financial advice is custom to every individual need. We have set customer service as a core value, not because it is good business, but because it is the right thing to do. At Maverick, everything we do revolves around listening and knowing our clients’ needs. |
|
| Maverick Wealth Management |
Tasha |
Walker |
Administrative Assistant |
(817) 945-3335 |
WM |
tasha@maverickwm.org |
info@maverickwm.org |
255 Elk Drive, Suite D |
Burleson |
TX |
76028 |
United States of America |
North America |
|
|
|
|
|
|
https://www.maverick-wealth.org/ |
At Maverick Wealth Management, we pride ourselves on our client-centered approach. Our focus on each client’s personal financial needs is our utmost concern. All financial advice is custom to every individual need. We have set customer service as a core value, not because it is good business, but because it is the right thing to do. At Maverick, everything we do revolves around listening and knowing our clients’ needs. |
|
| Mawer Investment Management |
Ron |
Campbell |
Institutional Portfolio Manager |
(416) 865-5297 |
WM |
rcampbell@mawer.com |
info@mawer.com |
Centre 10 517 – 10th Avenue SW, Suite 600 |
Calgary |
AB |
T2R 0A8 |
Canada |
North America |
https://www.linkedin.com/in/rob-campbell-548b49128/ |
|
1.974 |
$40 billion |
|
https://www.linkedin.com/company/mawer-investment-management/ |
http://www.mawer.com/ |
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing over $64 billion in assets for individual and institutional investors across all major investment strategies. We have over 200 employees across our locations in Calgary, Toronto, and Singapore. |
|
| Mawer Investment Management |
Michael |
Walker |
Analyst, Institutional Portfolio Management |
(416) 865-5297 |
WM |
mwalker@mawer.com |
info@mawer.com |
Centre 10 517 – 10th Avenue SW, Suite 600 |
Calgary |
AB |
T2R 0A8 |
Canada |
North America |
https://www.linkedin.com/in/michael-walker-cfa-611b22175/ |
|
1.974 |
$40 billion |
|
https://www.linkedin.com/company/mawer-investment-management/ |
http://www.mawer.com/ |
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing over $64 billion in assets for individual and institutional investors across all major investment strategies. We have over 200 employees across our locations in Calgary, Toronto, and Singapore. |
|
| Mawer Investment Management |
Michael |
Steven Jacob Mezei |
President & Director |
(403) 774-4183 |
WM |
mmezei@mawer.com |
info@mawer.com |
Centre 10 517 – 10th Avenue SW, Suite 600 |
Calgary |
AB |
T2R 0A8 |
Canada |
North America |
https://www.linkedin.com/in/michael-mezei-38487911/ |
|
1.974 |
$40 billion |
|
https://www.linkedin.com/company/mawer-investment-management/ |
http://www.mawer.com/ |
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing over $64 billion in assets for individual and institutional investors across all major investment strategies. We have over 200 employees across our locations in Calgary, Toronto, and Singapore. |
|
| Mawer Investment Management |
Colin |
Zvaniga |
COO |
(403) 262-4673 |
WM |
czvaniga@mawer.com |
info@mawer.com |
Centre 10 517 – 10th Avenue SW, Suite 600 |
Calgary |
AB |
T2R 0A8 |
Canada |
North America |
https://www.linkedin.com/in/colin-zvaniga-0331a51/ |
|
1.974 |
$40 billion |
|
https://www.linkedin.com/company/mawer-investment-management/ |
http://www.mawer.com/ |
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing over $64 billion in assets for individual and institutional investors across all major investment strategies. We have over 200 employees across our locations in Calgary, Toronto, and Singapore. |
|
| Mawer Investment Management |
Olivia |
Woo |
Private Client Investment Counselling |
(403) 774-4386 |
WM |
oliviawoo@mawer.com |
info@mawer.com |
Centre 10 517 – 10th Avenue SW, Suite 600 |
Calgary |
AB |
T2R 0A8 |
Canada |
North America |
https://www.linkedin.com/in/oliviawoo/ |
|
1.974 |
$40 billion |
|
https://www.linkedin.com/company/mawer-investment-management/ |
http://www.mawer.com/ |
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing over $64 billion in assets for individual and institutional investors across all major investment strategies. We have over 200 employees across our locations in Calgary, Toronto, and Singapore. |
|
| Mawer Investment Management |
Allison |
Webb |
CMO |
(403) 262-4673 |
WM |
awebb@mawer.com |
info@mawer.com |
Centre 10 517 – 10th Avenue SW, Suite 600 |
Calgary |
AB |
T2R 0A8 |
Canada |
North America |
https://www.linkedin.com/in/allisonkwebb/ |
|
1.974 |
$40 billion |
|
https://www.linkedin.com/company/mawer-investment-management/ |
http://www.mawer.com/ |
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing over $64 billion in assets for individual and institutional investors across all major investment strategies. We have over 200 employees across our locations in Calgary, Toronto, and Singapore. |
|
| Maxim Group, LLC |
John |
Garrity |
Executive Managing Director – Wealth Management |
(212) 895-3500 |
WM |
jgarrity@maximgrp.com |
info@maximgrp.com |
The Chrysler Building, 405 Lexington Ave. |
New York |
NY |
10174 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/maxim-group/ |
http://www.maximgrp.com/ |
Maxim Group is a leading full-service investment banking, securities and wealth management firm headquartered in New York. We provide a full array of financial services including investment banking; private wealth management; and global institutional equity, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of corporate clients, institutional investors and high net worth individuals. |
|
| Maxim Group, LLC |
John |
Sergio |
Chief Operating Officer |
(212) 895-3500 |
WM |
jsergio@maximgrp.com |
info@maximgrp.com |
The Chrysler Building, 405 Lexington Ave. |
New York |
NY |
10174 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/maxim-group/ |
http://www.maximgrp.com/ |
Maxim Group is a leading full-service investment banking, securities and wealth management firm headquartered in New York. We provide a full array of financial services including investment banking; private wealth management; and global institutional equity, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of corporate clients, institutional investors and high net worth individuals. |
|
| Maxim Group, LLC |
Angelo |
Lekanides |
Managing Director of Executive & Corporate Services |
(212) 895-3500 |
WM |
alekanides@maximgrp.com |
info@maximgrp.com |
The Chrysler Building, 405 Lexington Ave. |
New York |
NY |
10174 |
United States of America |
North America |
https://www.linkedin.com/in/angelo-lekanides-4928aa4/ |
|
2.002 |
|
|
https://www.linkedin.com/company/maxim-group/ |
http://www.maximgrp.com/ |
Maxim Group is a leading full-service investment banking, securities and wealth management firm headquartered in New York. We provide a full array of financial services including investment banking; private wealth management; and global institutional equity, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of corporate clients, institutional investors and high net worth individuals. |
|
| MAXIMAI Investment Partners |
Elizabeth |
van Walleghem |
CEO and Founder |
(786) 332-6050 |
WM |
lisa@maximaipartners.com |
info@maximaipartners.com |
500 S. Dixie Highway Suite 301 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-lisa-van-walleghem-2864ab129/ |
|
2.016 |
$152 million |
|
https://www.linkedin.com/company/maximai-investment-partners/ |
http://maximaipartners.com/ |
MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, Florida.
MAXIMAI serves ultra-affluent global clients with a focus on Latin America and the Caribbean. Our capabilities include wealth management, domestic and international estate and trust planning, family office services and, through an extensive network, access to specialized banking services, attorneys, tax and other professionals who can guide clients through the intricacies of working worldwide. |
|
| MAXIMAI Investment Partners |
Carlos |
Gonzalez |
Client Services & Operations |
Direct: (786) 332-6049 |
WM |
carlos.gonzalez@maximaipartners.com |
info@maximaipartners.com |
500 S. Dixie Highway Suite 301 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/carlosagonzalezc/ |
|
2.016 |
$152 million |
|
https://www.linkedin.com/company/maximai-investment-partners/ |
http://maximaipartners.com/ |
MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, Florida.
MAXIMAI serves ultra-affluent global clients with a focus on Latin America and the Caribbean. Our capabilities include wealth management, domestic and international estate and trust planning, family office services and, through an extensive network, access to specialized banking services, attorneys, tax and other professionals who can guide clients through the intricacies of working worldwide. |
|
| MAXIMAI Investment Partners |
Daniella |
Viete |
COO and Associate Partner |
(786) 332-6050 |
WM |
daniella@maximaipartners.com |
info@maximaipartners.com |
500 S. Dixie Highway Suite 301 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/daniella-viete-cfa/ |
|
2.016 |
$152 million |
|
https://www.linkedin.com/company/maximai-investment-partners/ |
http://maximaipartners.com/ |
MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, Florida.
MAXIMAI serves ultra-affluent global clients with a focus on Latin America and the Caribbean. Our capabilities include wealth management, domestic and international estate and trust planning, family office services and, through an extensive network, access to specialized banking services, attorneys, tax and other professionals who can guide clients through the intricacies of working worldwide. |
|
| MAXIMAI Investment Partners |
Alejandro |
Behrens |
Managing Director and Associate Partner |
(786) 332-6050 |
WM |
alejandro@maximaipartners.com |
info@maximaipartners.com |
500 S. Dixie Highway Suite 301 |
Coral Gables |
FL |
33146 |
United States of America |
North America |
https://www.linkedin.com/in/alejandro-behrens-976b204b/ |
|
2.016 |
$152 million |
|
https://www.linkedin.com/company/maximai-investment-partners/ |
http://maximaipartners.com/ |
MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, Florida.
MAXIMAI serves ultra-affluent global clients with a focus on Latin America and the Caribbean. Our capabilities include wealth management, domestic and international estate and trust planning, family office services and, through an extensive network, access to specialized banking services, attorneys, tax and other professionals who can guide clients through the intricacies of working worldwide. |
|
| Maycrest Capital |
Richard |
Davis |
CEO and Chief Investment Officer |
(561) 632-6547 |
WM |
rdavis@maycrestcapital.com |
info@maycrestcapital.com |
1275 Gator Trail |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
https://www.linkedin.com/in/richard-davis-5801ab29/ |
|
2.002 |
|
|
https://www.linkedin.com/company/maycrest-capital/ |
https://maycrestcapital.com/ |
Maycrest Capital is an investment advisor registered with the Florida Office of Financial Regulation. We are a boutique asset management firm dedicated to providing superior risk-adjusted returns to our investors. To achieve this, we have developed proprietary software that we use to implement our long-bias equity investment strategy, the Maycrest Tactical Equity Strategy. |
|
| Maycrest Capital |
Maria |
Davis |
COO and CCO |
(561) 632-6547 |
WM |
maria@maycrestcapital.com |
info@maycrestcapital.com |
1275 Gator Trail |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
https://www.linkedin.com/in/maria-davis-94979113/ |
|
2.002 |
|
|
https://www.linkedin.com/company/maycrest-capital/ |
https://maycrestcapital.com/ |
Maycrest Capital is an investment advisor registered with the Florida Office of Financial Regulation. We are a boutique asset management firm dedicated to providing superior risk-adjusted returns to our investors. To achieve this, we have developed proprietary software that we use to implement our long-bias equity investment strategy, the Maycrest Tactical Equity Strategy. |
|
| MBR Financial |
Alfred B. "Trey" |
Brady |
Managing Director |
(832) 667-8787 |
WM |
trey@mbrfinancial.com |
contactus@mbrfinancial.com |
2000 West Loop South, Suite 1510 |
Houston |
TX |
77021 |
United States of America |
North America |
https://www.linkedin.com/in/trey-brady-86075b15/ |
|
2.011 |
|
|
|
https://www.mbrfinancial.com/ |
MBR Financial is registered with the SEC as a Registered Investment Advisor. We begin by listening to you and helping you articulate what you want to accomplish, fix or avoid. After rigorous analysis, we help you understand your options. As your Financial Advocate, we make your financial decision process easier so that you can make informed and confident decisions to help achieve the results you want. |
|
| MBR Financial |
Mary |
Banic Margolis |
Principal |
(832) 667-8787 |
WM |
mary@mbrfinancial.com |
contactus@mbrfinancial.com |
2000 West Loop South, Suite 1510 |
Houston |
TX |
77021 |
United States of America |
North America |
https://www.linkedin.com/in/marymargolisfinancialadvisor/ |
|
2.011 |
|
|
|
https://www.mbrfinancial.com/ |
MBR Financial is registered with the SEC as a Registered Investment Advisor. We begin by listening to you and helping you articulate what you want to accomplish, fix or avoid. After rigorous analysis, we help you understand your options. As your Financial Advocate, we make your financial decision process easier so that you can make informed and confident decisions to help achieve the results you want. |
|
| McBride Financial Services, Inc. |
David |
McBride |
President |
(480) 830-6600 |
WM |
dmcbride@mcbridefinancial.net |
|
5045 E Broadway Rd |
Mesa |
AZ |
85206 |
United States of America |
North America |
|
|
|
|
|
|
http://www.mcbridefinancial.net/ |
McBride Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We work to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence. |
|
| McBride Financial Services, Inc. |
Joshua |
Robinson |
Director of Operations and Compliance |
(480) 830-6600 |
WM |
jrobinson@mcbridefinancial.net |
|
5045 E Broadway Rd |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-robinson-0b344057/ |
|
|
|
|
|
http://www.mcbridefinancial.net/ |
McBride Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We work to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence. |
|
| McCarthy Asset Management, Inc. |
Stephen |
McCarty |
Owner |
(650) 610-9540 |
WM |
steve@mamportfolios.com |
|
3 Lagoon Dr Suite 155 |
Redwood City |
CA |
94065 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-mccarthy-03119a1/ |
|
1.999 |
$173,024,026 |
|
https://www.linkedin.com/company/mccarthy-asset-management-inc./ |
http://www.mamportfolios.com |
McCarthy Asset Management, Inc. is an independent, fee-only boutique wealth management, investment advisory and financial planning firm, located in Redwood Shores, California. Tax Planning and tax preparation services are offered through the firm Stephen P. McCarthy, CPA. |
|
| McClure Capital |
Victor |
McClure |
President and Owner |
(972) 960-8700 |
WM |
info@mcclurecapital.com |
info@mcclurecapital.com |
One Cowboys Wayt Suite 570 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/victor-mcclure-00520236/ |
|
1.982 |
$509 million |
|
https://www.linkedin.com/company/mcclure-capital/ |
https://www.mcclurecapital.com |
McClure Capital's mission is to create a world where families worry less about money and more about what really matters. Our business philosophy is to be completely transparent, to give our clients the most un-biased guidance we can offer and to always put their interests first. Our areas of focus are income and retirement planning and wealth management. |
|
| McDonnell Investment Management, LLC |
Dennis |
McDonnell |
Chairman and Executive Managing Director |
630-684-8600 |
WM |
dennis.mcdonnell@mcdmgmt.com |
information@mcdmgmt.com |
18W140 Butterfield Road, Suite 1200 |
Oakbrook Terrace |
IL |
60181 |
United States of America |
North America |
https://www.linkedin.com/in/dennis-mcdonnell-6045a48/ |
|
2.001 |
$11.5B |
|
https://www.linkedin.com/company/mcdonnell-investment-management |
http://www.mcdonnellinvestments.com/ |
McDonnell Investment Management, LLC (“McDonnell”) is an asset management firm with headquarters based in Oakbrook Terrace, Illinois. McDonnell specializes in providing fixed income investment management services, offering both taxable and tax-exempt bond strategies to institutions, private clients and mutual fund companies. Our deeply experienced portfolio management and credit research professionals are integrated into an investment team that uses a consistent, proven process that is anchored by sound risk management practices. A proprietary credit research process is incorporated as a core component of our investment management foundation. Employees throughout the organization embrace a team approach and work in a collaborative environment offering opportunities of enrichment and growth. |
|
| McDonnell Investment Management, LLC |
Mark |
Giura |
Chief Executive Officer & Chief Investment Officer |
(630) 684-8689 |
WM |
mgiura@loomissayles.com |
information@mcdmgmt.com |
18W140 Butterfield Road, Suite 1200 |
Oakbrook Terrace |
IL |
60181 |
United States of America |
North America |
https://www.linkedin.com/in/mark-j-giura/ |
|
2.001 |
$11.5B |
|
https://www.linkedin.com/company/mcdonnell-investment-management |
http://www.mcdonnellinvestments.com/ |
McDonnell Investment Management, LLC (“McDonnell”) is an asset management firm with headquarters based in Oakbrook Terrace, Illinois. McDonnell specializes in providing fixed income investment management services, offering both taxable and tax-exempt bond strategies to institutions, private clients and mutual fund companies. Our deeply experienced portfolio management and credit research professionals are integrated into an investment team that uses a consistent, proven process that is anchored by sound risk management practices. A proprietary credit research process is incorporated as a core component of our investment management foundation. Employees throughout the organization embrace a team approach and work in a collaborative environment offering opportunities of enrichment and growth. |
|
| McGowan Group Asset Management |
Spencer |
McGowan |
President |
(214) 720-4400 |
WM |
spencerm@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/mcgowanspencer/ |
|
1.986 |
$526 million |
|
https://www.linkedin.com/company/mcgowangroup-asset-management |
https://themcgowangroup.com |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. |
|
| McGowan Group Asset Management |
Karen |
Duckworth |
Director of Operations |
(214) 888-3246 |
WM |
kd@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.986 |
$526 million |
|
https://www.linkedin.com/company/mcgowangroup-asset-management |
https://themcgowangroup.com |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. |
|
| McGowan Group Asset Management |
Andrew |
Orton |
Director of Research |
(214) 888-3241 |
WM |
andrewo@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-orton-cpwa®-1642044/ |
|
1.986 |
$526 million |
|
https://www.linkedin.com/company/mcgowangroup-asset-management |
https://themcgowangroup.com |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. |
|
| McGowan Group Asset Management |
Kathie |
McWhorter |
Director of Client Services |
(214) 720-4400 |
WM |
kathiem@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.986 |
$526 million |
|
https://www.linkedin.com/company/mcgowangroup-asset-management |
https://themcgowangroup.com |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. |
|
| McGowan Group Asset Management |
Vanessa |
Valdez Avila |
Director of Client Reporting |
(214) 888-3245 |
WM |
va@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/vanessa-avila-94400254/ |
|
1.986 |
$526 million |
|
https://www.linkedin.com/company/mcgowangroup-asset-management |
https://themcgowangroup.com |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. |
|
| McGuireWoods LLP |
Jonathan |
Harmon |
Chairman |
(804) 775-4712 |
WM |
jharmon@mcguirewoods.com |
|
77 West Wacker Drive Suite 4100 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/jonharmonmw/ |
|
|
|
|
https://www.linkedin.com/company/mcguirewoods/ |
https://www.mcguirewoods.com/ |
McGuireWoods, one of the world’s leading law firms, has earned the loyalty of its many longstanding clients with deep and broad legal experience; a passion for understanding their businesses and markets; innovative delivery of practical, business-minded solutions; and unmatched service. With 1,100 lawyers in 21 offices worldwide, McGuireWoods’ continuing success comes down to one simple fact: The firm listens to its clients. |
|
| McGuireWoods LLP |
Tracy |
Walker IV |
Managing Partner |
(804) 775-1131 |
WM |
twalker@mcguirewoods.com |
|
77 West Wacker Drive Suite 4100 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/j-tracy-walker-1537595/ |
|
|
|
|
https://www.linkedin.com/company/mcguirewoods/ |
https://www.mcguirewoods.com/ |
McGuireWoods, one of the world’s leading law firms, has earned the loyalty of its many longstanding clients with deep and broad legal experience; a passion for understanding their businesses and markets; innovative delivery of practical, business-minded solutions; and unmatched service. With 1,100 lawyers in 21 offices worldwide, McGuireWoods’ continuing success comes down to one simple fact: The firm listens to its clients. |
|
| McGuireWoods LLP |
Peter |
Covington |
Deputy Managing Partner, Growth Initiatives |
(704) 343-2074 |
WM |
pcovington@mcguirewoods.com |
|
77 West Wacker Drive Suite 4100 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/peter-covington-17ba50b5/ |
|
|
|
|
https://www.linkedin.com/company/mcguirewoods/ |
https://www.mcguirewoods.com/ |
McGuireWoods, one of the world’s leading law firms, has earned the loyalty of its many longstanding clients with deep and broad legal experience; a passion for understanding their businesses and markets; innovative delivery of practical, business-minded solutions; and unmatched service. With 1,100 lawyers in 21 offices worldwide, McGuireWoods’ continuing success comes down to one simple fact: The firm listens to its clients. |
|
| McGuireWoods LLP |
Christina |
Egan |
Managing Partner |
(804) 775-1144 |
WM |
dhayes@mcguirewoods.com |
|
77 West Wacker Drive Suite 4100 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/christinaegan/ |
|
|
|
|
https://www.linkedin.com/company/mcguirewoods/ |
https://www.mcguirewoods.com/ |
McGuireWoods, one of the world’s leading law firms, has earned the loyalty of its many longstanding clients with deep and broad legal experience; a passion for understanding their businesses and markets; innovative delivery of practical, business-minded solutions; and unmatched service. With 1,100 lawyers in 21 offices worldwide, McGuireWoods’ continuing success comes down to one simple fact: The firm listens to its clients. |
|
| Mckenna Financial Planning |
Jason |
McKenna |
President |
((516) 514-2556, (516) 522-2654 |
WM |
jason.mckenna@lpl.com |
jason.mckenna@lpl.com |
626 RXR Plaza |
Uniondale |
NY |
11556 |
United States of America |
North America |
https://www.linkedin.com/in/mckennaj/ |
|
2.013 |
|
|
|
http://www.mckennafinancialplanning.com/ |
As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, Jason M. McKenna helps manage assets for individuals, families, trusts, retirement plans, and businesses. It takes careful planning to ensure that your investments are working in pursuit of your goals. Such planning is not a single event. It's a process. As your life circumstances change, so must my recommendations. This is why I work with you, one on one, to design investment strategies that are targeted for your specific objectives.
For a no obligation, complimentary portfolio review, please contact me to schedule an appointment. |
|
| McKinley Carter Wealth Services |
David |
McKinley |
Managing Director |
(304) 230-2400 |
WM |
dmckinley@mc-ws.com |
info@mc-ws.com |
129 Summers Street Suite 200 |
Charleston |
WV |
25301 |
United States of America |
North America |
https://www.linkedin.com/in/dhmckinley/ |
|
|
$888 million |
|
|
http://mckinleycarter.com/ |
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for organizations seeking long-term financial security and sustainability. |
|
| McKinley Carter Wealth Services |
Will |
Carter |
CoFounder |
(304) 230-2400 |
WM |
wcarter@mc-ws.com |
info@mc-ws.com |
129 Summers Street Suite 200 |
Charleston |
WV |
25301 |
United States of America |
North America |
https://www.linkedin.com/in/willcarterwv/ |
|
|
$888 million |
|
|
http://mckinleycarter.com/ |
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for organizations seeking long-term financial security and sustainability. |
|
| McKinnon Wright Wealth Management |
Moussa |
Hanna |
Financial Advisor |
(954) 634-4042 |
WM |
Moussa@mckinnonwrightwm.com |
Moussa@mckinnonwrightwm.com |
500 W. Cypress Creek Road, Suite 680 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/moussahanna/ |
|
2.012 |
|
|
|
https://fa.wellsfargoadvisors.com/mckinnon-wm/ |
As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams and aspirations such as educational opportunities, personal development, entrepreneurial ventures, travel and charitable giving. This provides meaning for our lives as well as those of our clients. If we can assist our clients in pursuing their life goals it turns our work into a passionate mission. We believe it is a family value to cultivate the necessary skills of good financial stewardship. |
|
| McKinnon Wright Wealth Management |
Kevin |
McKinnon |
President |
(954) 634-4042 |
WM |
kevin@mckinnonwrightwm.com |
Moussa@mckinnonwrightwm.com |
500 W. Cypress Creek Road, Suite 680 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-mckinnon-0205571/ |
|
2.012 |
|
|
|
https://fa.wellsfargoadvisors.com/mckinnon-wm/ |
As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams and aspirations such as educational opportunities, personal development, entrepreneurial ventures, travel and charitable giving. This provides meaning for our lives as well as those of our clients. If we can assist our clients in pursuing their life goals it turns our work into a passionate mission. We believe it is a family value to cultivate the necessary skills of good financial stewardship. |
|
| McKinnon Wright Wealth Management |
Moussa |
Hanna |
Financial Advisor |
(954) 634-4042 |
WM |
Moussa@mckinnonwrightwm.com |
Moussa@mckinnonwrightwm.com |
500 W. Cypress Creek Road, Suite 680 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/moussahanna/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/mckinnon-wm/ |
As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams and aspirations such as educational opportunities, personal development, entrepreneurial ventures, travel and charitable giving. This provides meaning for our lives as well as those of our clients. If we can assist our clients in pursuing their life goals it turns our work into a passionate mission. We believe it is a family value to cultivate the necessary skills of good financial stewardship. With the help of a committed staff, McKinnon Wright Wealth Management earns their clients' trust through hard work, open and honest discussion, and their team's collaborative effort to exceed client expectations. As a result of earning their clients' trust, McKinnon Wright Wealth Management has established legacy relationships that are multi-generational, lasting over 30 years. |
|
| McLaughlin Asset Management |
Michael |
McLaughlin |
Managing Partner, Senior Wealth Advisor |
(856) 216-8444 ext 213 m. (609) 209-3598 |
WM |
michael.mclaughlin@lfg.com |
|
20 E. Redman Avenue |
Haddonfield |
NJ |
08033 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mclaughlin-cfp®-crps®-ricp®-4279967a/ |
|
|
|
|
https://www.linkedin.com/company/mclaughlin-asset-management-inc./ |
http://www.mclaughlinassetmgmt.com/ |
McLaughlin Asset Management, Inc. is a full-service financial services firm with advisors offering investment advisory* & wealth management and retirement plan consulting services.
The firm provides holistic financial planning to individuals through comprehensive, tax-efficient wealth management strategies, operating in an independent, conflict-free environment with the clients' goals and financial objectives as the primary benchmark. |
|
| McLaughlin Asset Management |
Monica |
Lupinetti |
Partner, Wealth Advisor |
(856) 216-8444 ext 214 m. (856) 979-7986 |
WM |
monica.lupinetti@lfg.com |
|
20 E. Redman Avenue |
Haddonfield |
NJ |
08033 |
United States of America |
North America |
https://www.linkedin.com/in/monica-lupinetti-262aba8/ |
|
|
|
|
https://www.linkedin.com/company/mclaughlin-asset-management-inc./ |
http://www.mclaughlinassetmgmt.com/ |
McLaughlin Asset Management, Inc. is a full-service financial services firm with advisors offering investment advisory* & wealth management and retirement plan consulting services.
The firm provides holistic financial planning to individuals through comprehensive, tax-efficient wealth management strategies, operating in an independent, conflict-free environment with the clients' goals and financial objectives as the primary benchmark. |
|
| McLaughlin Asset Management |
Linda |
McLaughlin |
Partner, Practive Management and Operations |
(856) 216-8444 ext 212 m. (609) 209-3597 |
WM |
linda.mclaughlin@lfg.com |
|
20 E. Redman Avenue |
Haddonfield |
NJ |
08033 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/mclaughlin-asset-management-inc./ |
http://www.mclaughlinassetmgmt.com/ |
McLaughlin Asset Management, Inc. is a full-service financial services firm with advisors offering investment advisory* & wealth management and retirement plan consulting services.
The firm provides holistic financial planning to individuals through comprehensive, tax-efficient wealth management strategies, operating in an independent, conflict-free environment with the clients' goals and financial objectives as the primary benchmark. |
|
| McLaughlin Asset Management |
Walter |
Eife |
Director, Retirement Plans |
(856) 216-8444 ext 223 m. (856) 495-4412 |
WM |
walter.eife@lfg.com |
|
20 E. Redman Avenue |
Haddonfield |
NJ |
08033 |
United States of America |
North America |
https://www.linkedin.com/in/walter-eife-aif-qpfc-14153830/ |
|
|
|
|
https://www.linkedin.com/company/mclaughlin-asset-management-inc./ |
http://www.mclaughlinassetmgmt.com/ |
McLaughlin Asset Management, Inc. is a full-service financial services firm with advisors offering investment advisory* & wealth management and retirement plan consulting services.
The firm provides holistic financial planning to individuals through comprehensive, tax-efficient wealth management strategies, operating in an independent, conflict-free environment with the clients' goals and financial objectives as the primary benchmark. |
|
| McLaughlin Asset Management |
James |
Kirlin |
Wealth Advisor |
(856) 216-8444 ext 225 m. (856) 304-1013 |
WM |
james.kirlin@lfg.com |
|
20 E. Redman Avenue |
Haddonfield |
NJ |
08033 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/mclaughlin-asset-management-inc./ |
http://www.mclaughlinassetmgmt.com/ |
McLaughlin Asset Management, Inc. is a full-service financial services firm with advisors offering investment advisory* & wealth management and retirement plan consulting services.
The firm provides holistic financial planning to individuals through comprehensive, tax-efficient wealth management strategies, operating in an independent, conflict-free environment with the clients' goals and financial objectives as the primary benchmark. |
|
| McLaughlin Asset Management |
Meaghan |
McLaughlin |
Senior Wealth Management Associate |
(856) 216-8444 ext 220 |
WM |
meaghan.mclaughlin@lfg.com |
|
20 E. Redman Avenue |
Haddonfield |
NJ |
08033 |
United States of America |
North America |
https://www.linkedin.com/in/meaghan-mclaughlin-cpa-72384b31/ |
|
|
|
|
https://www.linkedin.com/company/mclaughlin-asset-management-inc./ |
http://www.mclaughlinassetmgmt.com/ |
McLaughlin Asset Management, Inc. is a full-service financial services firm with advisors offering investment advisory* & wealth management and retirement plan consulting services.
The firm provides holistic financial planning to individuals through comprehensive, tax-efficient wealth management strategies, operating in an independent, conflict-free environment with the clients' goals and financial objectives as the primary benchmark. |
|
| McLean Asset Management |
Rob |
Cordeau |
Managing Director - Financial Planning |
(603) 413-6181 |
WM |
Rob.Cordeau@mcleanam.com |
|
264 S. River Rd. |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/robertcordeau/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Jason |
Dye |
Managing Director |
(571) 405-3715 |
WM |
Jason.Dye@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/jasondye1/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Bob |
French |
Principal, Director of Investment Analysis |
(571) 405-3706 |
WM |
Bob.French@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/robertfrenchcfa/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Paula |
Friedman |
Managing Principal |
(571) 405-3716 |
WM |
Paula.Friedman@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/paulabfriedman/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Kyle |
Meyer |
Managing Director, Financial Planning |
(571) 405-3688 |
WM |
Kyle.Meyer@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-meyer-604a0719/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Alex |
Murguia |
Managing Principal |
(571) 405-3700 |
WM |
Alex.Murguia@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/alexmurguia/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Wade |
Pfau |
Principal, Director of Retirement Research |
(703) 827-0636 |
WM |
Wade.Pfau@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/wpfau/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McLean Asset Management |
Dean |
Umemoto |
Managing Principal |
(571) 405-3690 |
WM |
Dean.Umemoto@mcleanam.com |
yourteam@mcleanam.com |
1900 Gallows Road, Suite 350 |
Tysons |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/dumemoto/ |
|
1.984 |
|
|
https://www.linkedin.com/company/mclean-asset-management-corporation/ |
https://www.mcleanam.com/ |
Our focused approach to retirement planning was created, and continues to evolve, using in-depth analysis of empirical research. But for all its evidence-based foundation, there’s no plan without your input. Your plan can only be built by knowing your assets and liabilities and, just as important, your wants and needs. We have a detailed discovery process that leads to a deep understanding of your objectives and preferences. Much more than a risk questionnaire, it starts with an in-person session about your current situation, your goals and values, and major life events to come. The more we know about you, the better we can create the wealth management strategy most likely to achieve what you want out of life. |
|
| McMahon Financial Advisors, LLC |
Christopher |
McMahon |
President & Chief Executive Officer |
(412) 343-8700 |
WM |
cmcmahon@mfa-wealth.com |
info@mfa-wealth.com |
650 Washington Road Suite 1000 |
Pittsburgh |
PA |
15228 |
United States of America |
North America |
https://www.linkedin.com/in/chris-mcmahon-02a9983/ |
|
1.986 |
$275M |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://mfa-wealth.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| McMahon Financial Advisors, LLC |
Megan |
Petruska |
Vice President & Chief Operating Officer |
(412) 343-8700 |
WM |
mpetruska@mfa-wealth.com |
info@mfa-wealth.com |
650 Washington Road Suite 1000 |
Pittsburgh |
PA |
15228 |
United States of America |
North America |
https://www.linkedin.com/in/megan-petruska-b4a64a36/ |
|
1.986 |
$275M |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://mfa-wealth.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| McMahon Financial Advisors, LLC |
Mary |
Keegan |
Chief Counsel & Chief Compliance Officer |
(412) 343-8700 |
WM |
mkeegan@mfa-wealth.com |
info@mfa-wealth.com |
650 Washington Road Suite 1000 |
Pittsburgh |
PA |
15228 |
United States of America |
North America |
https://www.linkedin.com/in/mary-keegan-esq-iaccp®-73540911/ |
|
1.986 |
$275M |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://mfa-wealth.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| McMahon Financial Advisors, LLC |
Jay |
Funyak |
Financial Advisor |
(904) 592-1111 |
WM |
Jfunyak@mfa-wealth.com |
info@mfa-wealth.com |
650 Washington Road Suite 1000 |
Pittsburgh |
PA |
15228 |
United States of America |
North America |
https://www.linkedin.com/in/jay-funyak-62abb26/ |
|
1.986 |
$275M |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://mfa-wealth.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| McMahon Financial Advisors, LLC |
Mark |
Kasimirsky |
Financial Advisor |
(412) 343-8700 |
WM |
mkasimirsky@mfa-wealth.com |
info@mfa-wealth.com |
650 Washington Road Suite 1000 |
Pittsburgh |
PA |
15228 |
United States of America |
North America |
https://www.linkedin.com/in/mark-kasimirsky-b714a619/ |
|
1.986 |
$275M |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://mfa-wealth.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| McMillen & Company Capital Management |
Mike |
McMillen |
Founder and CEO |
(208) 343-1274 |
WM |
mike@mcmillencompany.com |
|
350 North 9th Street | Suite 406 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/mike-mcmillen-55197353/ |
|
|
|
|
https://www.linkedin.com/company/mcmillen-company/ |
http://www.mcmillencompany.com/ |
McMillen Company is an independent, private investment management company that answers to only one person: Our client.
McMillen & Company provides services to non-profits and successful families that are dissatisfied with standard investment firms. We offer a fully transparent cost structure, access to virtually all investment options, leading technology, and a dedicated group of people with deep, diverse backgrounds that have the skills to manage complex investments. |
|
| McNally Capital |
Ward |
McNally |
Managing Partner |
(312) 357-3720 |
WM |
ward@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ward-mcnally-63139/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McNally Capital |
Adam |
Lerner |
Partner |
(312) 267-1174 |
WM |
alerner@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/adamrlerner/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McNally Capital |
Beth |
Rahn |
Principal & Head of Family Capital |
Direct: (312) 357-3715, Office: (312) 357-3717, Mobile: (847) 924-8666 |
WM |
brahn@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/beth-rahn-b1a82b11/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McNally Capital |
Ravi |
Shah |
Principal |
(312) 357-3722 |
WM |
rshah@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ravishahchicago/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McNally Capital |
Brian |
Grogan |
CFO |
(312) 357-3717 |
WM |
bgrogan@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brian-grogan-45a4244/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McNally Capital |
Michael |
Ember |
Vice President |
(312) 357-3716 |
WM |
member@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ember-03654b51/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McNally Capital |
Ashley |
Kooyenga |
Director Of Business Development |
(312) 757-5127 |
WM |
akooyenga@mcnallycapital.com |
info@mcnallycapital.com |
151 North Franklin Street, Suite 2650 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ashleykooyenga/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mcnally-capital/ |
https://www.mcnallycapital.com/ |
McNally Capital is a Chicago-based private investment firm that partners with family offices and high net worth investors. Chicago, Illinois, United States. |
|
| McPeak Wealth Management Group of Wells Fargo Advisors |
Neil |
McPeak |
Managing Director - Investments |
(609) 926-7808 |
WM |
neil.mcpeak@wfa.com |
mcpeakgroup@wellsfargo.com |
1201 New Road, Suite 206 |
Linwood |
NJ |
08221 |
United States of America |
North America |
|
McPeak helps individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. |
|
|
|
|
https://fa.wellsfargoadvisors.com/mcpeak-group |
At the McPeak Investment Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations. |
|
| McPeak Wealth Management Group of Wells Fargo Advisors |
Michael |
Weeks |
SVP - Investment Officer |
(609) 926-7861 |
WM |
michael.j.weeks@wfa.com |
mcpeakgroup@wellsfargo.com |
1201 New Road, Suite 206 |
Linwood |
NJ |
08221 |
United States of America |
North America |
https://www.linkedin.com/in/michael-weeks-ms-cfp®-b3a53331/ |
McPeak helps individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. |
|
|
|
|
https://fa.wellsfargoadvisors.com/mcpeak-group |
At the McPeak Investment Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations. |
|
| McPeak Wealth Management Group of Wells Fargo Advisors |
Neil |
McPeak Jr |
SVP - Investment Officer |
(609) 926-7842 |
WM |
neil.mcpeak1@wfa.com |
mcpeakgroup@wellsfargo.com |
1201 New Road, Suite 206 |
Linwood |
NJ |
08221 |
United States of America |
North America |
https://www.linkedin.com/in/neilmcpeak/ |
McPeak helps individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. |
|
|
|
|
https://fa.wellsfargoadvisors.com/mcpeak-group |
At the McPeak Investment Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations. |
|
| McPeak Wealth Management Group of Wells Fargo Advisors |
Louis |
Perfetti |
First Vice President - Investment Officer |
(609) 926-7833 |
WM |
louis.perfetti@wfa.com |
mcpeakgroup@wellsfargo.com |
1201 New Road, Suite 206 |
Linwood |
NJ |
08221 |
United States of America |
North America |
|
McPeak helps individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. |
|
|
|
|
https://fa.wellsfargoadvisors.com/mcpeak-group |
At the McPeak Investment Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations. |
|
| McPeak Wealth Management Group of Wells Fargo Advisors |
Joseph |
Fumo |
Associate Vice President – Investment Officer |
Direct: (609) 601-6795, Mobile: (609) 402-7641 |
WM |
joseph.fumo@wellsfargoadvisors.com |
mcpeakgroup@wellsfargo.com |
1201 New Road, Suite 206 |
Linwood |
NJ |
08221 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-j-fumo-v-ms-cfp®-06578529/ |
McPeak helps individuals, institutions, endowments, pensions, and businesses build, manage, protect, and transition wealth. |
|
|
|
|
https://fa.wellsfargoadvisors.com/mcpeak-group |
At the McPeak Investment Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations. |
|
| Mcpherson & Mayberry Personal Wealth Management |
Kerry |
Rigdon |
CoFounder and Wealth Manager |
(972) 354-2000 |
WM |
kerry@mcpherson-mayberry.com |
|
8360 LBJ Freeway, Suite 100 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/kerry-rigdon-11b302a5/ |
|
1.993 |
$15 million |
|
|
http://www.mcphersonmayberry.com/ |
McPherson & Mayberry Personal Wealth Management is an investment boutique focused on superior investment management to individuals, businesses, endowments, retirement plans and trusts. Based in Dallas, Texas McPherson & Mayberry was founded with the customer in mind. With an investment approach based on three key elements; wealth creation, wealth efficiency and wealth planning, their team of professionals can assist you in creating an investment strategy that best fits your specific needs and objectives. With over sixty years of investment experience McPherson & Mayberry Personal Wealth Management looks forward to working with you in achieving your goals. |
|
| Mcpherson & Mayberry Personal Wealth Management |
Daniel |
McPherson |
Owner |
(972) 354-2000 |
WM |
dan@mcpherson-mayberry.com |
|
8360 LBJ Freeway, Suite 100 |
Dallas |
TX |
75243 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-mcpherson-0b910b124/ |
|
1.993 |
$15 million |
|
|
http://www.mcphersonmayberry.com/ |
McPherson & Mayberry Personal Wealth Management is an investment boutique focused on superior investment management to individuals, businesses, endowments, retirement plans and trusts. Based in Dallas, Texas McPherson & Mayberry was founded with the customer in mind. With an investment approach based on three key elements; wealth creation, wealth efficiency and wealth planning, their team of professionals can assist you in creating an investment strategy that best fits your specific needs and objectives. With over sixty years of investment experience McPherson & Mayberry Personal Wealth Management looks forward to working with you in achieving your goals. |
|
| Measured Wealth Private Client Group, LLC |
Edward |
Benway |
Founder & President |
(603) 431-1444 |
WM |
ebenway@measuredwealth.net |
melinda@measuredwealth.net |
303 Islington Street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/edwardhbenway/ |
|
2.001 |
|
|
https://www.linkedin.com/company/measured-wealth-private-client-group-llc/ |
https://www.measuredwealth.net/ |
Measured Wealth Private Client Group, LLC was founded on the core values of our country, hard work, integrity and uncompromising quality. Independence is our backbone. We diligently work for each client assisting them in reaching their financial goals. |
|
| Measured Wealth Private Client Group, LLC |
Debora |
Curtis |
Director of Client Services |
(603) 431-1444 |
WM |
deb@measuredwealth.net |
melinda@measuredwealth.net |
303 Islington Street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/debora-curtis-61b85513/ |
|
2.001 |
|
|
https://www.linkedin.com/company/measured-wealth-private-client-group-llc/ |
https://www.measuredwealth.net/ |
Measured Wealth Private Client Group, LLC was founded on the core values of our country, hard work, integrity and uncompromising quality. Independence is our backbone. We diligently work for each client assisting them in reaching their financial goals. |
|
| Measured Wealth Private Client Group, LLC |
Jay |
Levy |
Senior Vice President |
(603) 431-1444 |
WM |
jlevy@measuredwealth.net |
melinda@measuredwealth.net |
303 Islington Street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.001 |
|
|
https://www.linkedin.com/company/measured-wealth-private-client-group-llc/ |
https://www.measuredwealth.net/ |
Measured Wealth Private Client Group, LLC was founded on the core values of our country, hard work, integrity and uncompromising quality. Independence is our backbone. We diligently work for each client assisting them in reaching their financial goals. |
|
| Measured Wealth Private Client Group, LLC |
Kelly |
Foss-Root |
Financial Advisor |
(603) 431-1444 |
WM |
kelly@measuredwealth.net |
melinda@measuredwealth.net |
303 Islington Street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-foss-root-2b5aa1150/ |
|
2.001 |
|
|
https://www.linkedin.com/company/measured-wealth-private-client-group-llc/ |
https://www.measuredwealth.net/ |
Measured Wealth Private Client Group, LLC was founded on the core values of our country, hard work, integrity and uncompromising quality. Independence is our backbone. We diligently work for each client assisting them in reaching their financial goals. |
|
| Measured Wealth Private Client Group, LLC |
Bruce |
McNamee |
Financial Advisor |
(603) 431-1444 |
WM |
bruce@measuredwealth.net |
melinda@measuredwealth.net |
303 Islington Street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.001 |
|
|
https://www.linkedin.com/company/measured-wealth-private-client-group-llc/ |
https://www.measuredwealth.net/ |
Measured Wealth Private Client Group, LLC was founded on the core values of our country, hard work, integrity and uncompromising quality. Independence is our backbone. We diligently work for each client assisting them in reaching their financial goals. |
|
| Measured Wealth Private Client Group, LLC |
Kenneth |
Groppi |
Director of Operations |
(603) 431-1444 |
WM |
kgroppi@measuredwealth.net |
melinda@measuredwealth.net |
303 Islington Street |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/ken-groppi-23108860/ |
|
2.001 |
|
|
https://www.linkedin.com/company/measured-wealth-private-client-group-llc/ |
https://www.measuredwealth.net/ |
Measured Wealth Private Client Group, LLC was founded on the core values of our country, hard work, integrity and uncompromising quality. Independence is our backbone. We diligently work for each client assisting them in reaching their financial goals. |
|
| Meikle Financial Group |
Dail |
Meikle |
Financial Advisor |
(623) 869-7222 |
WM |
dail@meiklegroup.com |
|
22601 N 19th Ave, Ste 118 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
https://www.linkedin.com/in/dailmeiklecfp/ |
|
1.969 |
|
|
https://www.linkedin.com/company/meikle-financial-group/ |
https://www.meiklegroup.com/ |
Meikle Financial is a Phoenix-based wealth management firm founded by Bill Meikle in 1969. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to make our client’s financial lives easier. |
|
| Melfa Wealth Management |
Victor |
Melfa III |
Partner |
(508) 366-6040 |
WM |
vmelfa@melfawm.com |
info@melfawm.com |
1500 West Park Drive Suite 230 |
Westborough |
MA |
01581 |
United States of America |
North America |
https://www.linkedin.com/in/victor-melfa-iii-2293595/ |
|
|
|
|
|
http://www.melfawealthmanagement.com |
Melfa Wealth Management is a boutique investment firm now in its second generation. Our managing partner, Victor J. Melfa Jr. was the founder and President of a two time, INC 500 Company and was chosen as a Merrill Lynch/Ernst & Young Entrepreneur of the year finalist on two distinct occasions. Mr. Melfa was also a cofounder of a company that had a successful public offering on NASDAQ. Through his successful years in business and finance, Mr. Melfa has been afforded an investors perspective on asset management. |
|
| Mendham Capital Management LLC |
William |
Burke Jr |
Registered Principal |
(908) 204-1234 |
WM |
bill.burke@mendhamcapital.com |
|
180 Mount Airy Road, Suite 208 |
Basking Ridge |
NJ |
07920 |
United States of America |
North America |
https://www.linkedin.com/in/billburkemendhamcapital/ |
|
1.997 |
|
|
https://www.linkedin.com/company/mendham-capital-management/ |
https://www.raymondjames.com/mendhamcapitalmanagement/ |
At Mendham Capital Management, our service has been shaped by our collective wealth of experience in providing financial planning guidance for families and individuals. Not only do we understand the ways in which wealth touches each facet of one’s life, we are also adept at anticipating how outside influences and events can spark change – or the need for change – in your wealth management strategy. This proactive approach and the truly personalized financial service we offer relies upon our thorough understanding of you and your goals. It demands our comfortable rapport with you, achieved through transparent communication and face-to-face interaction. Not only do we feel this approach is essential to the quality of service you deserve, but it’s a process we genuinely enjoy facilitating with each of our clients. |
|
| Mendham Capital Management LLC |
Hilary |
Fagnani |
Investment Consultant |
(908) 204-1234 |
WM |
hilary.fagnani@mendhamcapital.com |
|
180 Mount Airy Road, Suite 208 |
Basking Ridge |
NJ |
07920 |
United States of America |
North America |
https://www.linkedin.com/in/hilaryfagnani/ |
|
1.997 |
|
|
https://www.linkedin.com/company/mendham-capital-management/ |
https://www.raymondjames.com/mendhamcapitalmanagement/ |
At Mendham Capital Management, our service has been shaped by our collective wealth of experience in providing financial planning guidance for families and individuals. Not only do we understand the ways in which wealth touches each facet of one’s life, we are also adept at anticipating how outside influences and events can spark change – or the need for change – in your wealth management strategy. This proactive approach and the truly personalized financial service we offer relies upon our thorough understanding of you and your goals. It demands our comfortable rapport with you, achieved through transparent communication and face-to-face interaction. Not only do we feel this approach is essential to the quality of service you deserve, but it’s a process we genuinely enjoy facilitating with each of our clients. |
|
| Mendham Capital Management LLC |
Robert |
Burke |
Investment Consultant, Branch Manager |
(908) 204-1234 |
WM |
bob.burke@mendhamcapital.com |
|
180 Mount Airy Road, Suite 208 |
Basking Ridge |
NJ |
07920 |
United States of America |
North America |
https://www.linkedin.com/in/bob-burke-32a34412/ |
|
1.997 |
|
|
https://www.linkedin.com/company/mendham-capital-management/ |
https://www.raymondjames.com/mendhamcapitalmanagement/ |
At Mendham Capital Management, our service has been shaped by our collective wealth of experience in providing financial planning guidance for families and individuals. Not only do we understand the ways in which wealth touches each facet of one’s life, we are also adept at anticipating how outside influences and events can spark change – or the need for change – in your wealth management strategy. This proactive approach and the truly personalized financial service we offer relies upon our thorough understanding of you and your goals. It demands our comfortable rapport with you, achieved through transparent communication and face-to-face interaction. Not only do we feel this approach is essential to the quality of service you deserve, but it’s a process we genuinely enjoy facilitating with each of our clients. |
|
| Mendham Capital Management LLC |
Kerry |
Mellott |
Investment Consultant |
(908) 204-1234 |
WM |
kerry.mellott@mendhamcapital.com |
|
180 Mount Airy Road, Suite 208 |
Basking Ridge |
NJ |
07920 |
United States of America |
North America |
https://www.linkedin.com/in/kerry-mellott-awma®-cdfa®-8a3b2651/ |
|
1.997 |
|
|
https://www.linkedin.com/company/mendham-capital-management/ |
https://www.raymondjames.com/mendhamcapitalmanagement/ |
At Mendham Capital Management, our service has been shaped by our collective wealth of experience in providing financial planning guidance for families and individuals. Not only do we understand the ways in which wealth touches each facet of one’s life, we are also adept at anticipating how outside influences and events can spark change – or the need for change – in your wealth management strategy. This proactive approach and the truly personalized financial service we offer relies upon our thorough understanding of you and your goals. It demands our comfortable rapport with you, achieved through transparent communication and face-to-face interaction. Not only do we feel this approach is essential to the quality of service you deserve, but it’s a process we genuinely enjoy facilitating with each of our clients. |
|
| Mendham Capital Management LLC |
Daniel |
Long |
Investment Consultant |
(908) 204-1234 |
WM |
dan.long@mendhamcapital.com |
|
180 Mount Airy Road, Suite 208 |
Basking Ridge |
NJ |
07920 |
United States of America |
North America |
https://www.linkedin.com/in/danlong76/ |
|
1.997 |
|
|
https://www.linkedin.com/company/mendham-capital-management/ |
https://www.raymondjames.com/mendhamcapitalmanagement/ |
At Mendham Capital Management, our service has been shaped by our collective wealth of experience in providing financial planning guidance for families and individuals. Not only do we understand the ways in which wealth touches each facet of one’s life, we are also adept at anticipating how outside influences and events can spark change – or the need for change – in your wealth management strategy. This proactive approach and the truly personalized financial service we offer relies upon our thorough understanding of you and your goals. It demands our comfortable rapport with you, achieved through transparent communication and face-to-face interaction. Not only do we feel this approach is essential to the quality of service you deserve, but it’s a process we genuinely enjoy facilitating with each of our clients. |
|
| Mendham Wealth Partners |
Gabor |
Nagy |
Principal |
(973) 543-3335 |
WM |
gabor.nagy@mendhamwealth.com |
|
5 Cold Hill Road South Building 20, Suite F |
Mendham |
NJ |
07945 |
United States of America |
North America |
https://www.linkedin.com/in/gabornagy14/ |
|
|
|
|
|
http://www.mendhamwealth.com/ |
Mendham Wealth Partners is an independent wealth management firm that brings you the expertise and resources of large Wall Street institutions with the care and intimate relationship you deserve. |
|
| Mendham Wealth Partners |
Robert |
Kemper |
Chief Investment Officer |
(973) 543-3335 |
WM |
robert.kemper@mendhamwealth.com |
|
5 Cold Hill Road South Building 20, Suite F |
Mendham |
NJ |
07945 |
United States of America |
North America |
https://www.linkedin.com/in/robertkemper1/ |
|
|
|
|
|
http://www.mendhamwealth.com/ |
Mendham Wealth Partners is an independent wealth management firm that brings you the expertise and resources of large Wall Street institutions with the care and intimate relationship you deserve. |
|
| Mercer Advisors |
Jeff |
Kacal |
Managing Director |
(713) 621-3752 |
WM |
jkacal@merceradvisors.com |
advice@merceradvisors.com |
1200 17th Street, Suite 500 |
Denver |
CO |
80202 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-kacal-cfp®-623a4728/ |
|
1.985 |
$10 billion |
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Advisors Wealth Management |
Mark |
Germain |
Managing Director |
(201) 447-9500 |
WM |
mark.germain@merceradvisors.com |
|
4440 PGA Boulevard, Suite 600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/mark-germain-cfp®-mba-adpa®-207b893/ |
|
1.985 |
|
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com/ |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Advisors Wealth Management |
Nicholas |
Semko |
Managing Director |
(888) 603-3903 |
WM |
Nicholas.Semko@merceradvisors.com |
|
4440 PGA Boulevard, Suite 600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-semko-cfp®-54967a65/ |
|
1.985 |
|
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com/ |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Advisors Wealth Management |
Ben |
Gyulambaryan |
Financial Planner |
(888) 603-3903 |
WM |
Ben.Gyulambaryan@merceradvisors.com |
|
4440 PGA Boulevard, Suite 600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
1.985 |
|
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com/ |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Advisors Wealth Management |
Devin |
Farrow |
Regional Vice President |
(727) 614-4333 |
WM |
devin.farrow@merceradvisors.com |
|
4440 PGA Boulevard, Suite 600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/devin-farrow-cima®-b8092a21/ |
|
1.985 |
|
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com/ |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Advisors Wealth Management |
Steven |
Crevar |
Associate Advisor |
(561) 408-5715 |
WM |
steven.crevar@merceradvisors.com |
|
4440 PGA Boulevard, Suite 600 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com/ |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Global Advisors, Inc. |
David |
Welling |
CEO |
(800) 258-1559 |
WM |
dave.welling@merceradvisors.com |
|
1801 East Cabrillo Boulevard |
Santa Barabara |
CA |
93108 |
United States of America |
North America |
https://www.linkedin.com/in/davidwelling/ |
|
1.985 |
$6,143 million |
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Global Advisors, Inc. |
Loren |
Pierson |
COO |
(800) 258-1559 |
WM |
loren.pierson@merceradvisors.com |
|
1801 East Cabrillo Boulevard |
Santa Barabara |
CA |
93108 |
United States of America |
North America |
https://www.linkedin.com/in/loren-pierson-3350b5a/ |
|
1.985 |
$6,143 million |
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Global Advisors, Inc. |
William |
Hamilton Mannon Jr |
SVP of Wealth Management |
(800) 258-1559 |
WM |
will.mannon@merceradvisors.com |
|
1801 East Cabrillo Boulevard |
Santa Barabara |
CA |
93108 |
United States of America |
North America |
https://www.linkedin.com/in/will-mannon-b63a5b11/ |
|
1.985 |
$6,143 million |
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Mercer Global Advisors, Inc. |
Donald |
Calcagnin |
Chief Investment Officer |
(800) 258-1559 |
WM |
donald.calcagni@merceradvisors.com |
|
1801 East Cabrillo Boulevard |
Santa Barabara |
CA |
93108 |
United States of America |
North America |
https://www.linkedin.com/in/donald-calcagni-8104b546/ |
|
1.985 |
$6,143 million |
|
https://www.linkedin.com/company/mercer-advisors/ |
https://www.merceradvisors.com |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. |
|
| Merino Wealth Management |
Jessica |
Merino |
President & Financial Advisor |
(312) 809-1109 |
WM |
jessica@merinowealth.com |
info@merinowealth.com |
211 W Wacker Drive Floor #3 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-merino-3399b63/ |
|
2.016 |
|
|
https://www.linkedin.com/company/merino-wealth-management/ |
http://www.merinowealth.com/ |
Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP®. We take a down-to-earth approach to help make achieving your financial and life goals a reality. At the end of the day, our clients want to feel more confident and less stressed about finances, and in turn, more present and effective in their own lives and businesses. |
|
| Meristem Family Wealth |
Charles |
Maxwell |
Chairman & Chief Executive Officer |
(952) 835-8270 |
WM |
cmaxwell@meristemmfo.com |
info@meristemmfo.com |
701 Carlson Parkway Suite 1400 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/charliemaxwell/ |
With long-term invstment horizons this family office is very tax sensitive and helps with multi-generational planning and wealth transfer amoung ultra high net worth families. |
2.003 |
|
|
https://www.linkedin.com/company/1267335 |
http://www.meristemfw.com/ |
Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human capital. We go beyond the numbers with emphasis on your family and its core values. We treat your family as if it’s our own and we grow with you as your needs evolve. We assume the role of your Family Financial Officer (FFO) – reviewing your holistic financial life – helping you discover, communicate, and execute a legacy for your children, grandchildren, and community. Meristem’s family office services include wealth management, risk management and asset protection, tax planning, estate planning and wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring, family meetings, and personal services. |
|
| Meristem Family Wealth |
James |
Robbins |
Managing Director |
(952) 835-8280 |
WM |
jrobbins@meristemmfo.com |
info@meristemmfo.com |
701 Carlson Parkway Suite 1400 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/jimrobbins2/ |
With long-term invstment horizons this family office is very tax sensitive and helps with multi-generational planning and wealth transfer amoung ultra high net worth families. |
2.003 |
|
|
https://www.linkedin.com/company/1267335 |
http://www.meristemfw.com/ |
Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human capital. We go beyond the numbers with emphasis on your family and its core values. We treat your family as if it’s our own and we grow with you as your needs evolve. We assume the role of your Family Financial Officer (FFO) – reviewing your holistic financial life – helping you discover, communicate, and execute a legacy for your children, grandchildren, and community. Meristem’s family office services include wealth management, risk management and asset protection, tax planning, estate planning and wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring, family meetings, and personal services. |
|
| Meristem Family Wealth |
Jon |
Crow |
Senior Client Advisor |
(952) 405-7940 |
WM |
jcrow@meristemmfo.com |
info@meristemmfo.com |
701 Carlson Parkway Suite 1400 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/joncrow/ |
With long-term invstment horizons this family office is very tax sensitive and helps with multi-generational planning and wealth transfer amoung ultra high net worth families. |
2.003 |
|
|
https://www.linkedin.com/company/1267335 |
http://www.meristemfw.com/ |
Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human capital. We go beyond the numbers with emphasis on your family and its core values. We treat your family as if it’s our own and we grow with you as your needs evolve. We assume the role of your Family Financial Officer (FFO) – reviewing your holistic financial life – helping you discover, communicate, and execute a legacy for your children, grandchildren, and community. Meristem’s family office services include wealth management, risk management and asset protection, tax planning, estate planning and wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring, family meetings, and personal services. |
|
| Meristem Family Wealth |
Patrick |
Regan |
Partner, Chief Investment Officer |
(952) 835-8276 |
WM |
pregan@meristemmfo.com |
info@meristemmfo.com |
701 Carlson Parkway Suite 1400 |
Minnetonka |
MN |
55305 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-regan-02a5076/ |
With long-term invstment horizons this family office is very tax sensitive and helps with multi-generational planning and wealth transfer amoung ultra high net worth families. |
2.003 |
|
|
https://www.linkedin.com/company/1267335 |
http://www.meristemfw.com/ |
Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human capital. We go beyond the numbers with emphasis on your family and its core values. We treat your family as if it’s our own and we grow with you as your needs evolve. We assume the role of your Family Financial Officer (FFO) – reviewing your holistic financial life – helping you discover, communicate, and execute a legacy for your children, grandchildren, and community. Meristem’s family office services include wealth management, risk management and asset protection, tax planning, estate planning and wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring, family meetings, and personal services. |
|
| Merit Financial Advisors, LLC |
Greg |
Gerhard |
Chief Engagement Officer |
(678) 867-7050 |
WM |
ggerhard@meritfa.com |
|
2400 Lakeview Pkwy, Suite 550 |
Alpharetta |
GA |
30009 |
United States of America |
North America |
https://www.linkedin.com/in/greg-gerhard-2675067/ |
|
2.012 |
|
|
https://www.linkedin.com/company/meritfinancialadvisors/ |
https://www.meritfinancialadvisors.com/ |
At Merit, planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.
We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take. |
|
| Merit Financial Advisors, LLC |
David |
Schlitt |
Wealth Management Advisor |
(407) 661-1225 Ext. 212 |
WM |
david.schlitt@meritfa.com |
info.orlando@meritfa.com |
1060 Maitland Center Commons, Suite 360 |
Maitland |
FL |
32751 |
United States of America |
North America |
https://www.linkedin.com/in/davidschlitt/ |
|
2.012 |
|
|
https://www.linkedin.com/company/meritfinancialadvisors/ |
https://www.meritfinancialadvisors.com/ |
At Merit, planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.
We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take. |
|
| Merit Financial Advisors, LLC |
Sol |
Shen |
Wealth Management Advisor |
(407) 661-1225 Ext. 215 |
WM |
sol.shen@meritfa.com |
info.orlando@meritfa.com |
1060 Maitland Center Commons, Suite 360 |
Maitland |
FL |
32751 |
United States of America |
North America |
https://www.linkedin.com/in/solomon-shen-crpc®-aif®-11286522/ |
|
2.012 |
|
|
https://www.linkedin.com/company/meritfinancialadvisors/ |
https://www.meritfinancialadvisors.com/ |
At Merit, planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.
We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take. |
|
| Merit Financial Advisors, LLC |
Jeff |
Ackler |
Wealth Management Advisor |
(407) 797-3100 |
WM |
jeff.ackler@meritfa.com |
info.orlando@meritfa.com |
1060 Maitland Center Commons, Suite 360 |
Maitland |
FL |
32751 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-ackler/ |
|
2.012 |
|
|
https://www.linkedin.com/company/meritfinancialadvisors/ |
https://www.meritfinancialadvisors.com/ |
At Merit, planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.
We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take. |
|
| Merit Financial Advisors, LLC |
Mehdey |
Baker |
Wealth Management Advisor |
(407) 661-1225 Ext. 214 |
WM |
mehdey.baker@meritfa.com |
info.orlando@meritfa.com |
1060 Maitland Center Commons, Suite 360 |
Maitland |
FL |
32751 |
United States of America |
North America |
https://www.linkedin.com/in/mehdeybaker/ |
|
2.012 |
|
|
https://www.linkedin.com/company/meritfinancialadvisors/ |
https://www.meritfinancialadvisors.com/ |
At Merit, planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.
We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take. |
|
| Merit Wealth Management, LLC |
Jeff |
Griswold |
Principal & Lead Wealth Advisor |
(888) 516-3748 |
WM |
Jeff@MeritWealth.com |
contact@meritwealth.com |
61239 Tetherow Dr., Suite 209 |
Bend |
OR |
97702 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-griswold-cpwa®-aif®-7892292/ |
|
|
|
|
|
https://meritwealth.com/ |
Merit , a fee-only, independent wealth management firm serving accomplished business owners across the country. Our main office is located in the idyllic town of Bend, Oregon. |
|
| Merit Wealth Management, LLC |
Steve |
Goalen |
Wealth Advisor |
(888) 516-3748 |
WM |
Steve@MeritWealth.com |
contact@meritwealth.com |
61239 Tetherow Dr., Suite 209 |
Bend |
OR |
97702 |
United States of America |
North America |
|
|
|
|
|
|
https://meritwealth.com/ |
Merit , a fee-only, independent wealth management firm serving accomplished business owners across the country. Our main office is located in the idyllic town of Bend, Oregon. |
|
| Merit Wealth Management, LLC |
Grant |
Mosher |
Director of Operations & Wealth Advisor |
(888) 516-3748 |
WM |
Grant@MeritWealth.com |
contact@meritwealth.com |
61239 Tetherow Dr., Suite 209 |
Bend |
OR |
97702 |
United States of America |
North America |
https://www.linkedin.com/in/grantmosher/ |
|
|
|
grant@guytalk.co |
https://www.guytalk.co/ |
https://meritwealth.com/ |
Merit , a fee-only, independent wealth management firm serving accomplished business owners across the country. Our main office is located in the idyllic town of Bend, Oregon. |
|
| Merrill Lynch Wealth Management |
Mollie |
Colavita |
Market Executive, Regional Managing Director |
(212) 236-2998 |
WM |
mollie_colavita@ml.com |
ml_transition_support@ml.com |
2 World Financial Center |
New York |
NY |
10281 |
United States of America |
North America |
https://www.linkedin.com/in/molliecolavita/ |
|
1.914 |
$2.2T |
|
https://www.linkedin.com/company/merrilllynch/ |
http://wealthmanagement.ml.com/ |
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the word. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services. small business services, and access to cash management & banking strategies. |
|
| Merrill Lynch Wealth Management |
Mansoor |
Ahmad |
Financial Advisor, Assistant Vice President |
(212) 338-1386 |
WM |
mansoor.ahmad@ml.com |
general_askml@ml.com |
200 Park Avenue, 13th Floor |
New York |
NY |
10166 |
United States of America |
North America |
https://www.linkedin.com/in/mansoorahmad2017/ |
|
1.914 |
$1B |
|
https://www.linkedin.com/company/merrilllynch/ |
https://www.ml.com/ |
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. With a deep commitment to placing their clients’ interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions. |
|
| Merrill Private Wealth Management |
Brian |
Ubaldi |
Managing Director, COO |
|
WM |
ubaldi@ml.com |
|
2 World Financial Center |
New York |
NY |
10281 |
United States of America |
North America |
https://www.linkedin.com/in/brian-ubaldi-61312216/ |
|
|
|
|
https://www.linkedin.com/company/merrilllynch/ |
https://www.ml.com/ |
Founded in 1914, Merrill is one of the largest wealth management businesses in the word. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first Merrill financial advisors draw upon the investment insights of Merrill and the banking of Bank of America to unlock opportunities tailored to their clients needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning. eldercare, philanthropy, estate planning services. small business services, and access to cash management & banking strategies. |
|
| Merriman | Wealth Management |
Jeremy |
Burger |
CEO |
(206) 285-8877 |
WM |
jeremy@merriman.com |
info@merriman.com |
800 5th Avenue Suite 2900 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/jeremyburger/ |
|
1.983 |
|
|
https://www.linkedin.com/company/merriman-llc |
http://www.merriman.com/ |
Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and achieving long-term goals. We now managing more than $2.4 billion in assets for clients across the country, and while we hold true to those ideals, we have also come to realize that investment advice is only a small piece of the puzzle. |
|
| Merriman | Wealth Management |
Colleen |
Lindstrom |
CFO |
(206) 285-8877 |
WM |
colleen@merriman.com |
info@merriman.com |
800 5th Avenue Suite 2900 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/colleen-lindstrom-14386125/ |
|
1.983 |
|
|
https://www.linkedin.com/company/merriman-llc |
http://www.merriman.com/ |
Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and achieving long-term goals. We now managing more than $2.4 billion in assets for clients across the country, and while we hold true to those ideals, we have also come to realize that investment advice is only a small piece of the puzzle. |
|
| Merritt Wealth Management, LLC |
Merritt |
Harris |
Owner, General Partner |
(307) 358-1000 |
WM |
merritt@merrittwealthmgt.com |
|
P.O. Box 1770 |
Douglas |
WY |
82633 |
United States of America |
North America |
https://www.linkedin.com/in/merritt-harris-40324a59/ |
|
|
|
|
|
https://www.merrittwealthmgt.com/ |
At Merritt Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you over the years. |
Office Address:
124 North 3rd Street
Douglas, WY 82633 |
| Metz Capital Management, LLC |
Andrew |
Metz |
Partner |
(302) 644-1193 |
WM |
andrew@metzcapitalmanagement.com |
andrew@metzcapitalmanagement.com |
439 Kings Hwy |
Lewes |
DE |
19958 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-metz-2949089/ |
|
1.994 |
$85.2M |
|
|
https://www.metzcapitalmanagement.com/ |
Providing quality investment management services to businesses and individuals alike, Metz Capital Management is one of southern Delaware's premier capital management firms. We're dedicated to serving your investment needs, and we pride ourselves on being one of the region's most successful and customer-driven investment firms.
Founded in 1994, MCM (a Fee-Only Registered Investment Advisory Firm) is part of the rapidly expanding Investment Advisory business. MCM combines honesty, integrity and professionalism in helping our clients solve their "Financial Problems," and meet their "Financial Objectives." Led by Andrew Metz, MCM provides individuals with asset management services and retirement plans, and institutions with a commitment to long-term financial success. MCM is part of the recent trend by investors to seek professional financial assistance. It has been well documented during the years that the "do it yourself" approach, or selecting individual securities, has not proven to be very successful for the vast majority of investors. |
|
| Metzler Asset Management |
Marian |
Moritz Frisch |
Equity Portfolio Manager |
49 69 21 041 414 |
WM |
mfrisch@metzler.com |
metzler-service@metzler.com |
Untermainanlage 1 |
Frankfurt/Main |
|
60329 |
Germany |
Europe |
https://www.linkedin.com/in/marianmoritzfrisch/ |
|
1.674 |
|
|
https://www.linkedin.com/company/metzler/ |
https://www.metzler.com/ |
Metzler Asset Management GmbH operates as an investment management company. The Company offers portfolio management, equities, bonds, multi-asset strategies, capital preservation, financial planning, and advisory services. Metzler Asset Management serves customers worldwide. |
|
| Meyado Private Wealth Management Singapore Pte Ltd |
Mark |
Paine |
Managing Director, CEO |
65 6538 3583 |
WM |
markpaine@meyado.com.sg |
info@meyado.com.sg |
133 Cecil Street, #17-02 |
Singapore |
|
069535 |
Singapore |
Asia |
https://www.linkedin.com/in/markgpaine/ |
Private Wealth Management, Financial Adviser, Investment, QROPS, Pension, Insurance, Fee Based Advice, Trusts, Portfolio Management |
1.993 |
|
|
https://www.linkedin.com/company/meyado/ |
https://meyado.com.sg/ |
Founded in 1993 Meyado celebrates 20 years of helping people with their finances this year. Meyado commenced operations in Singapore in 1999 and has since become one of the leading Wealth Management firms operating in the city state. Our goal is to work with clients over long periods of time to help them improve their current and future lifestyles by making better use of their investments, whilst ensuring they are protected for all eventualities that life as an expat may bring. |
|
| Mezzasalma CPAs & Advisors |
John |
Mezzasalma |
Partner |
(732) 842-1120 |
WM |
john@mezzcpa.com |
info@mezzcpa.com |
67 Apple St. |
Tinton Falls |
NJ |
07724 |
United States of America |
North America |
https://www.linkedin.com/in/john-mezzasalma-cpa-cfp®-7b922024/ |
|
1.984 |
|
|
https://www.linkedin.com/in/anthonymezzcpa/ |
https://mezzcpa.com/ |
Mezzasalma Advisors is a Monmouth County, NJ and New York City based accounting firm providing tax, accounting, wealth & investment management, and payroll services to medical professionals, the self-employed, and other high net worth individuals located globally. |
|
| Mezzasalma CPAs & Advisors |
Anthony |
Mezzasalma |
Partner |
(732) 842-1120 |
WM |
anthony@mezzcpa.com |
info@mezzcpa.com |
67 Apple St. |
Tinton Falls |
NJ |
07724 |
United States of America |
North America |
https://www.linkedin.com/in/anthonymezzcpa/ |
|
1.984 |
|
|
https://www.linkedin.com/in/anthonymezzcpa/ |
https://mezzcpa.com/ |
Mezzasalma Advisors is a Monmouth County, NJ and New York City based accounting firm providing tax, accounting, wealth & investment management, and payroll services to medical professionals, the self-employed, and other high net worth individuals located globally. |
|
| MHP Asset Management |
Mark |
Patterson |
Chief Investment Officer |
Direct: (603) 447-1979 |
WM |
mark@mhp-asset.com |
|
322 West Main Street |
Tilton |
NH |
03276 |
United States of America |
North America |
https://www.linkedin.com/in/markpattersonmhp/ |
|
2.006 |
|
|
|
https://www.mhp-asset.com/ |
MHP Asset Management is an Independent Investment Advisor offering fee-based portfolio management and financial planning services and products to clients in Maine and New Hampshire. MHP Asset Management is a family-run firm. As an independent advising firm, we have no quotas to meet or conflicts of interest. Instead, we have the independence to put our clients' needs first and develop customized wealth management and retirement strategies based on individual objectives and asset management, not allocation. |
|
| MHP Asset Management |
Andrew |
Patterson |
Investment Advisor Representative |
Direct: (207) 221-3366 |
WM |
andrew@mhp-asset.com |
|
158 Danforth Street |
Portland |
ME |
04102 |
United States of America |
North America |
|
|
2.006 |
|
|
|
https://www.mhp-asset.com/ |
MHP Asset Management is an Independent Investment Advisor offering fee-based portfolio management and financial planning services and products to clients in Maine and New Hampshire. MHP Asset Management is a family-run firm. As an independent advising firm, we have no quotas to meet or conflicts of interest. Instead, we have the independence to put our clients' needs first and develop customized wealth management and retirement strategies based on individual objectives and asset management, not allocation. |
|
| Michael Phillips Black Wealth Management |
Michael |
Black |
Owner |
(480) 425-0154 |
WM |
mpbwm@mpblack.com |
N |
7520 East Second Street, Suite 7 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/michaelpblackfinancialplanning/ |
|
|
|
|
https://www.linkedin.com/company/mpbwm/ |
https://www.mpblack.com/ |
|
|
| Midas Financial Analysis & Management |
David |
Dietz |
President |
o. (480) 386-5100 m. (480) 340-5388 |
WM |
david.dietz@midas.financial |
admin@midas.financial |
1910 S. Stapley Drive, S-119 |
Mesa |
AZ |
85204 |
United States of America |
North America |
https://www.linkedin.com/in/david-a-dietz-081ba913/ |
|
2.014 |
|
|
https://www.linkedin.com/company/midas-financial-analysis-&-management-llc/ |
www.midas.financial/ |
Midas Financial is dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. At present, we are specializing in supporting current and previous Motorola and General Dynamics employees and their unique financial goals and situations. |
|
| Midwest Wealth Management |
Eric |
Andresen |
Partner |
(630) 893-1946 |
WM |
eric.andresen@lpl.com |
heather.topolewski@lpl.com |
33 East Hattendorf Avenue |
Roselle |
IL |
60172 |
United States of America |
North America |
https://www.linkedin.com/in/ericbandresen/ |
|
|
|
|
|
https://www.midwestwealthroselle.com/ |
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after. With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation. |
|
| Midwest Wealth Management |
David |
McFeggan |
Partner | Wealth Advisor |
(630) 893-1946 |
WM |
david.mcfeggan@lpl.com |
heather.topolewski@lpl.com |
33 East Hattendorf Avenue |
Roselle |
IL |
60172 |
United States of America |
North America |
https://www.linkedin.com/in/davidmcfeggan/ |
|
|
|
|
|
https://www.midwestwealthroselle.com/ |
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after. With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation. |
|
| Midwest Wealth Management |
David |
Olesen |
Partner | Wealth Advisor |
(630) 893-1946 |
WM |
david.olesen@lpl.com |
heather.topolewski@lpl.com |
33 East Hattendorf Avenue |
Roselle |
IL |
60172 |
United States of America |
North America |
https://www.linkedin.com/in/dolesen/ |
|
|
|
|
|
https://www.midwestwealthroselle.com/ |
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after. With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation. |
|
| Midwest Wealth Management |
David |
Linden |
Partner | Wealth Advisor |
(630) 893-1946 |
WM |
sue.linden@lpl.com |
heather.topolewski@lpl.com |
33 East Hattendorf Avenue |
Roselle |
IL |
60172 |
United States of America |
North America |
|
|
|
|
|
|
https://www.midwestwealthroselle.com/ |
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after. With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation. |
|
| Midwest Wealth Management |
Pat |
Cox |
Financial Advisor |
(630) 893-1946 |
WM |
pat.cox@lpl.com |
heather.topolewski@lpl.com |
33 East Hattendorf Avenue |
Roselle |
IL |
60172 |
United States of America |
North America |
https://www.linkedin.com/in/patcoxlpl/ |
|
|
|
|
|
https://www.midwestwealthroselle.com/ |
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after. With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation. |
|
| Milestone Wealth Advisors, Inc. |
Lisa |
LaMarche |
President & Senior Financial Advisor |
(302) 351-1988 |
WM |
lisa.lamarche@milestonewealthadv.com |
kelly.szczepanek@milestonewealthadv.com |
1011 Centre Rd., Suite 100 |
Greenville |
DE |
19805-1270 |
United States of America |
North America |
https://www.linkedin.com/in/lisalamarche/ |
|
1.985 |
|
|
https://www.linkedin.com/in/lisalamarche/ |
https://www.ameripriseadvisors.com/lisa.lamarche |
Milestone Wealth Advisors, a financial advisory practice of Ameriprise Financial Services, LLC. |
|
| Milestone Wealth Management |
Dan |
Hernandez |
Senior Financial Representative |
(856) 489-5040 |
WM |
dhernandez@lincolninvestment.com |
|
2 Sheppard Road Suite 301 |
Voorhees |
NJ |
08043 |
United States of America |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/milestone-wealth-management/ |
http://www.milestonewealthmanagement.net/ |
Milestone Wealth Management is a wealth management and retirement plan fiduciary, serving West Michigan since 1994. |
|
| Milestone Wealth Management |
Ronald |
Sala |
Senior Financial Representative |
(856) 489-5040 |
WM |
rsala@lincolninvestment.com |
|
2 Sheppard Road Suite 301 |
Voorhees |
NJ |
08043 |
United States of America |
North America |
https://www.linkedin.com/in/ron-sala-791ab89/ |
|
1.994 |
|
|
https://www.linkedin.com/company/milestone-wealth-management/ |
http://www.milestonewealthmanagement.net/ |
Milestone Wealth Management is a wealth management and retirement plan fiduciary, serving West Michigan since 1994. |
|
| Milestone Wealth Management |
Rosemary |
Varallo |
Associate Advisor |
(856) 489-5040 |
WM |
rvarallo@lincolninvestment.com |
|
2 Sheppard Road Suite 301 |
Voorhees |
NJ |
08043 |
United States of America |
North America |
https://www.linkedin.com/in/rosemary-varallo-b3902578/ |
|
1.994 |
|
|
https://www.linkedin.com/company/milestone-wealth-management/ |
http://www.milestonewealthmanagement.net/ |
Milestone Wealth Management is a wealth management and retirement plan fiduciary, serving West Michigan since 1994. |
|
| Milestone Wealth Management |
Michael |
Maffei |
Financial Advisor |
(856) 489-5040 |
WM |
mmaffei@lincolninvestment.com |
|
2 Sheppard Road Suite 301 |
Voorhees |
NJ |
08043 |
United States of America |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/milestone-wealth-management/ |
http://www.milestonewealthmanagement.net/ |
Milestone Wealth Management is a wealth management and retirement plan fiduciary, serving West Michigan since 1994. |
|
| Mill Creek Capital Advisors, LLC |
Thomas |
Chapin |
Chief Investment Officer |
(610) 941-9795 |
WM |
tchapin@millcreekcap.com |
|
161 Washington Street, Suite 1500 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/tmchapin/ |
|
2.006 |
$2,830 million |
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
http://www.millcreekcap.com/ |
Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution. |
|
| Mill Creek Capital Advisors, LLC |
Joshua |
Gross |
CEO / Principal |
(610) 941-7700 |
WM |
jgross@millcreekcap.com |
|
161 Washington Street, Suite 1500 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/josh1728/ |
|
2.006 |
$2,830 million |
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
http://www.millcreekcap.com/ |
Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution. |
|
| Mill Creek Capital Advisors, LLC |
Richard |
Lunsford |
COO |
(610) 941-7700 |
WM |
rlunsford@millcreekcap.com |
|
161 Washington Street, Suite 1500 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/richlunsford/ |
|
2.006 |
$2,830 million |
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
http://www.millcreekcap.com/ |
Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution. |
|
| Mill Creek Capital Advisors, LLC |
Richard |
Stevens |
CEO |
(610) 941-7700 |
WM |
RStevens@millcreekcap.com |
|
161 Washington Street, Suite 1500 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/rich-stevens-90b61122/ |
|
2.006 |
$2,830 million |
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
http://www.millcreekcap.com/ |
Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution. |
|
| Millennial Wealth Advisors |
Charles |
Heekin |
Managing Partner |
(312) 637-1850 |
WM |
cheekin@millennialwa.com |
operations@millennialwa.com |
625 N Michigan Avenue Suite 1270 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/charlie-heekin-152a567/ |
|
2.014 |
|
|
https://www.linkedin.com/company/millennial-wealth-advisors/ |
https://www.millennialwealthadvisors.com/ |
Millennial Wealth Advisors is an independently owned registered investment advisor based in Chicago, IL. We provide wealth management services to high-net worth individuals, multi-generational families, endowments, and foundations. |
|
| Miller Russell & Associates |
Bradley |
Lemon |
Managing Partner |
(602) 468-5766 |
WM |
BLemon@mraassociates.com |
|
3200 E. Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/bradlemon/ |
|
2.006 |
|
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
http://miller-russell.com/ |
Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution. |
|
| Miller Russell Associates |
Mark |
Feldman |
Managing Partner and CEO |
Direct: (602) 396-7009, Mobile: (480) 559-1130 |
WM |
MFeldman@mraassociates.com |
|
3200 East Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/markfeldmanaz/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| Miller Russell Associates |
Bill |
Hodges |
Chairman |
(602) 396-7003 |
WM |
BHodges@mraassociates.com |
|
3200 East Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/wjhodgesjr/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| Miller Russell Associates |
Brad |
Lemon |
Managing Partner |
(602) 468-5766 |
WM |
BLemon@mraassociates.com |
|
3200 East Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/bradlemon/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| Miller Russell Associates |
Christina |
Burroughs |
Managing Partner |
(602) 396-7002 |
WM |
Cburroughs@mraassociates.com |
|
3200 East Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/christinasburroughs/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| Miller Russell Associates |
Maureen |
Rzeppa |
Managing Partner, Chief Administrative Officer |
(602) 288-1250 |
WM |
MRzeppa@mraassociates.com |
|
3200 East Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/maureenrzeppa/ |
|
1.991 |
|
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| Mills Wealth Advisors |
Michael |
Mills |
President |
(817) 416-7300 |
WM |
mike@millswealthadvisors.com |
info@millswealthadvisors.com |
1207 S. White Chapel Blvd. Suite 150 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/usafa95/ |
|
1.999 |
|
|
https://www.linkedin.com/company/mills-wealth-advisors/ |
https://www.millswealthadvisors.com/ |
Mills Wealth Advisors is a full service independent wealth management firm located in Southlake, Texas. |
|
| Mills Wealth Advisors |
Matthew |
Brown |
Associate Financial Planner |
(817) 416-7300 |
WM |
matthew@millswealthadvisors.com |
info@millswealthadvisors.com |
1207 S. White Chapel Blvd. Suite 150 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/mwa-m-brown/ |
|
1.999 |
|
|
https://www.linkedin.com/company/mills-wealth-advisors/ |
https://www.millswealthadvisors.com/ |
Mills Wealth Advisors is a full service independent wealth management firm located in Southlake, Texas. |
|
| Mills Wealth Advisors |
Stephen |
Nelson |
Financial Planner |
(817) 416-7300 |
WM |
stephen@millswealthadvisors.com |
info@millswealthadvisors.com |
1207 S. White Chapel Blvd. Suite 150 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-nelson-cfp/ |
|
1.999 |
|
|
https://www.linkedin.com/company/mills-wealth-advisors/ |
https://www.millswealthadvisors.com/ |
Mills Wealth Advisors is a full service independent wealth management firm located in Southlake, Texas. |
|
| MIM3 SA Luxembourg |
Patrick |
Le Juste |
Chief Executive Officer |
352 2749 86 14 |
WM |
patrick.le.juste@mim3.ch |
|
19, Rue Eugène Ruppert |
Luxembourg |
|
2453 |
Luxembourg |
Europe |
https://www.linkedin.com/in/patrick-le-juste-7a627526/ |
Asset Management, Structured Products (Capital Markets), Real Estate Projects and Management, Risk Analysis, Wealth and Estate planning for Families, and Customized Fund Structures including Peer-to-Peer Strategies. |
2.007 |
|
|
https://www.linkedin.com/company/mim3-sa-luxembourg/ |
http://www.mim3.lu/ |
MIM3 is a Luxembourg-based wealth management firm and multi family office service provider. |
x |
| MIM3 SA Luxembourg |
Philippe |
Pirson |
Chief Financial Officer |
352 27 49 86 15 |
WM |
philippe.pirson@versailles3.lu |
|
19, Rue Eugène Ruppert |
Luxembourg |
|
2453 |
Luxembourg |
Europe |
https://www.linkedin.com/in/philippe-pirson-69b83bb2/ |
Asset Management, Structured Products (Capital Markets), Real Estate Projects and Management, Risk Analysis, Wealth and Estate planning for Families, and Customized Fund Structures including Peer-to-Peer Strategies. |
2.007 |
|
|
https://www.linkedin.com/company/mim3-sa-luxembourg/ |
http://www.mim3.lu/ |
MIM3 is a Luxembourg-based wealth management firm and multi family office service provider. |
x |
| Mindful Wealth Pte Ltd |
Andrea |
Frangi |
Co-Founder |
65 6922 6335 |
WM |
andrea.frangi@mindfulwealth.com |
info@mindfulwealth.com |
55 Mohamed Sultan Road, #01-03 Sultan Link |
Singapore |
|
238995 |
Singapore |
Asia |
|
Private Equity, Real Estate, REITs |
2.017 |
|
|
https://www.linkedin.com/company/mindfulwealth/ |
http://www.mindfulwealth.com/en/ |
Mindful Wealth is a wealth management firm committed to helping clients reach their personal financial goals with specific services and tailor-made investment solutions. We are aware most investors aim to have a positive impact on a large-scale environmental and social context: Mindful Wealth helps them invest for profit while always being mindful of the potential impacts our decisions will have on the environment. |
|
| Mintco Financial, Inc. |
Michael |
Minter |
Managing Partner |
(813) 964-7100 / (727) 386-7800 / (716) 565-1300 |
WM |
mminter@mintcofinancial.com |
info@mintcofinancial.com |
4102 W. Linebaugh Ave., Suite 200 |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/michael-minter/ |
|
2.001 |
|
|
https://www.linkedin.com/company/mintco-financial-inc./ |
https://www.mintcofinancial.com/ |
Mintco Financial is a boutique Independent Wealth Management firm specialized in the area of Retirement and Estate Planning, taking a holistic approach to working for you. |
|
| Mintco Financial, Inc. |
Lloyd |
Schneider |
Managing Partner |
(813) 964-7100 / (727) 386-7800 / (716) 565-1300 |
WM |
lschneider@mintcofinancial.com |
info@mintcofinancial.com |
4102 W. Linebaugh Ave., Suite 200 |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/lloyd-schneider-3a791681/ |
|
2.001 |
|
|
https://www.linkedin.com/company/mintco-financial-inc./ |
https://www.mintcofinancial.com/ |
Mintco Financial is a boutique Independent Wealth Management firm specialized in the area of Retirement and Estate Planning, taking a holistic approach to working for you. |
|
| Mintco Financial, Inc. |
Jon |
Tomeo |
Senior Associate |
(813) 964-7100 / (727) 386-7800 / (716) 565-1300 |
WM |
jtomeo@mintcofinancial.com |
info@mintcofinancial.com |
4102 W. Linebaugh Ave., Suite 200 |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/jon-tomeo-b6b2b059/ |
|
2.001 |
|
|
https://www.linkedin.com/company/mintco-financial-inc./ |
https://www.mintcofinancial.com/ |
Mintco Financial is a boutique Independent Wealth Management firm specialized in the area of Retirement and Estate Planning, taking a holistic approach to working for you. |
|
| Mintco Financial, Inc. |
Anelise |
Minter |
Marketing Director |
(813) 964-7100 / (727) 386-7800 / (716) 565-1300 |
WM |
aminter@mintcofinancial.com |
info@mintcofinancial.com |
4102 W. Linebaugh Ave., Suite 200 |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/anelise-minter-9b295b3b/ |
|
2.001 |
|
|
https://www.linkedin.com/company/mintco-financial-inc./ |
https://www.mintcofinancial.com/ |
Mintco Financial is a boutique Independent Wealth Management firm specialized in the area of Retirement and Estate Planning, taking a holistic approach to working for you. |
|
| Mirabaud & CIE SA |
Antonio |
Palma |
Managing Partner |
41 588 162 222 |
WM |
Antonio.Palma@mirabaud.com |
|
Boulevard Georges-Favon 29 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
|
|
1.819 |
CHF 1.7B |
|
https://www.linkedin.com/company/mirabaud-group |
https://www.mirabaud.com/ |
Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly customised investment advice, private banking and asset management services. |
|
| Miracle Mile Advisors |
Brock |
Moseley |
Founding Partner |
(310) 246-1243 |
WM |
bmoseley@miraclemileadvisors.com |
|
11300 W. Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/brock-moseley-a4b1054/ |
|
2.007 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
https://www.miraclemileadvisors.com/ |
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard. Our firm was founded by experienced Wall Street advisors on the belief that investment advice should be objective, transparent, and customized. Excessive fees, lack of transparency, and the risk of fraud or dramatic underperformance in active management all serve to reduce returns and add unnecessary complexity to a client’s experience. Simply put, we understood that sophisticated investment strategies using low cost ETF’s deliver better results with the transparency clients are looking for in today’s uncertain market environment. |
|
| Miracle Mile Advisors |
Duncan |
Rolph |
Managing Partner / Owner |
(310) 246-1243 |
WM |
drolph@miraclemileadvisors.com |
|
11300 W. Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/duncanrolph/ |
|
2.007 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
https://www.miraclemileadvisors.com/ |
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard. Our firm was founded by experienced Wall Street advisors on the belief that investment advice should be objective, transparent, and customized. Excessive fees, lack of transparency, and the risk of fraud or dramatic underperformance in active management all serve to reduce returns and add unnecessary complexity to a client’s experience. Simply put, we understood that sophisticated investment strategies using low cost ETF’s deliver better results with the transparency clients are looking for in today’s uncertain market environment. |
|
| Miracle Mile Advisors |
Frank |
Lee |
Managing Director |
(310) 246-1243 |
WM |
flee@miraclemileadvisors.com |
|
11300 W. Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/frank-j-lee-cfa-4484b26/ |
|
2.007 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
https://www.miraclemileadvisors.com/ |
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard. Our firm was founded by experienced Wall Street advisors on the belief that investment advice should be objective, transparent, and customized. Excessive fees, lack of transparency, and the risk of fraud or dramatic underperformance in active management all serve to reduce returns and add unnecessary complexity to a client’s experience. Simply put, we understood that sophisticated investment strategies using low cost ETF’s deliver better results with the transparency clients are looking for in today’s uncertain market environment. |
|
| Miracle Mile Advisors |
Gerard |
Tamparong |
Managing Director |
(310) 246-1243 |
WM |
gtamparong@miraclemileadvisors.com |
|
11300 W. Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/gerard-v-tamparong-cfa-cfp®-bb929b1/ |
|
2.007 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
https://www.miraclemileadvisors.com/ |
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard. Our firm was founded by experienced Wall Street advisors on the belief that investment advice should be objective, transparent, and customized. Excessive fees, lack of transparency, and the risk of fraud or dramatic underperformance in active management all serve to reduce returns and add unnecessary complexity to a client’s experience. Simply put, we understood that sophisticated investment strategies using low cost ETF’s deliver better results with the transparency clients are looking for in today’s uncertain market environment. |
|
| Miracle Mile Advisors LLC |
Joseph |
Alexoupoulos |
Principal |
(310) 956-3800 |
WM |
jalexopoulos@miraclemileadvisors.com |
info@miraclemileadvisors.com |
11300 Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/joe-alexopoulos-4460b1102/ |
|
2.005 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
http://www.miraclemileadvisors.com/ |
Aequitas Wealth Management is an independent financial advisory firm devoted to enhancing the health of clients’ overall wealth, not just their investment portfolios. |
|
| Miracle Mile Advisors LLC |
Sarah |
Lewis |
Principal |
Office: (310) 246-1243, Mobile: (310) 430-4379 |
WM |
slewis@miraclemiladvisors.com |
info@miraclemileadvisors.com |
11300 Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/sarahmlewis/ |
|
2.005 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
http://www.miraclemileadvisors.com/ |
Aequitas Wealth Management is an independent financial advisory firm devoted to enhancing the health of clients’ overall wealth, not just their investment portfolios. |
|
| Miracle Mile Advisors LLC |
Sidi |
Zhao |
Client Service Associate |
(310) 956-3800 |
WM |
szhao@miraclemileadvisors.com |
info@miraclemileadvisors.com |
11300 Olympic Blvd., Suite 800 |
Los Angeles |
CA |
90064 |
United States of America |
North America |
https://www.linkedin.com/in/sidi-zhao-a23a96a4/ |
|
2.005 |
|
|
https://www.linkedin.com/company/miracle-mile-advisors/ |
http://www.miraclemileadvisors.com/ |
Aequitas Wealth Management is an independent financial advisory firm devoted to enhancing the health of clients’ overall wealth, not just their investment portfolios. |
|
| Mirae Asset Wealth Management (USA) Inc. |
Namhee |
Park |
Director & Financial Advisor |
(213) 262-3800 |
WM |
namhee.park@miraeassetusa.com |
miraeasset@miraeassetusa.com |
3701 Wilshire Blvd., Suite 101 |
Los Angeles |
CA |
90010 |
United States of America |
North America |
https://www.linkedin.com/in/namhee-park-8a81aa132/ |
|
1.997 |
$13.1B |
info@miraeassetusa.com |
https://www.linkedin.com/company/mirae-asset-wealth-management-usa-inc/ |
https://www.miraeassetusa.com/ |
Mirae Asset Wealth Management is a holistic wealth management firm headquartered in Los Angeles, California which serves high net worth individuals and families. We take a fiduciary approach, which means our clients' interests always come first. We are dedicated to providing the highest level of service, unique investment opportunities, and creative solutions using traditional equity, fixed income, and alternative investments such as real estate and private equity. We’re passionate about what we do and dedicated to serving you. |
|
| Mirae Asset Wealth Management (USA) Inc. |
Charles |
Lim |
Chief Compliance Officer |
(213) 262-3802 |
WM |
charles.lim@miraeassetusa.com |
miraeasset@miraeassetusa.com |
3701 Wilshire Blvd., Suite 101 |
Los Angeles |
CA |
90010 |
United States of America |
North America |
https://www.linkedin.com/in/charles-lim-cscp/ |
|
1.997 |
$13.1B |
info@miraeassetusa.com |
https://www.linkedin.com/company/mirae-asset-wealth-management-usa-inc/ |
https://www.miraeassetusa.com/ |
Mirae Asset Wealth Management is a holistic wealth management firm headquartered in Los Angeles, California which serves high net worth individuals and families. We take a fiduciary approach, which means our clients' interests always come first. We are dedicated to providing the highest level of service, unique investment opportunities, and creative solutions using traditional equity, fixed income, and alternative investments such as real estate and private equity. We’re passionate about what we do and dedicated to serving you. |
|
| Miramar Capital |
Max |
Wasserman |
Founder / Senior Portfolio Manager |
(847) 291-7300 |
WM |
MW@miramarcap.com |
|
666 Dundee Road, Suite 502 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/max-wasserman-3306a617/ |
|
|
|
|
https://www.linkedin.com/company/miramar-capital-llc/ |
https://www.miramarcap.com/ |
Miramar Capital is an independent, privately-held SEC-Registered Investment Advisory firm with more than 50 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments, and foundations. In contrast to a typical financial advisor, the professionals at Miramar Capital are true money managers; we personally manage all aspects of our clients’ portfolios and do the ‘heavy lifting’ through our intensive research and selection process. |
|
| Miramar Capital |
Bob |
Kalman |
Founder / Senior Portfolio Manager |
(847) 291-7300 |
WM |
BK@miramarcap.com |
|
666 Dundee Road, Suite 502 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/bob-kalman-743b39/ |
|
|
|
|
https://www.linkedin.com/company/miramar-capital-llc/ |
https://www.miramarcap.com/ |
Miramar Capital is an independent, privately-held SEC-Registered Investment Advisory firm with more than 50 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments, and foundations. In contrast to a typical financial advisor, the professionals at Miramar Capital are true money managers; we personally manage all aspects of our clients’ portfolios and do the ‘heavy lifting’ through our intensive research and selection process. |
|
| Miramar Capital |
Madeleine |
Smith |
Client Associate |
(847) 291-7313 |
WM |
msmith@miramarcap.com |
|
666 Dundee Road, Suite 502 |
Northbrook |
IL |
60062 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/miramar-capital-llc/ |
https://www.miramarcap.com/ |
Miramar Capital is an independent, privately-held SEC-Registered Investment Advisory firm with more than 50 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments, and foundations. In contrast to a typical financial advisor, the professionals at Miramar Capital are true money managers; we personally manage all aspects of our clients’ portfolios and do the ‘heavy lifting’ through our intensive research and selection process. |
|
| Miramar Capital |
Beth |
DeSantiago |
Senior Client Associate |
(847) 291-7303 |
WM |
beth@miramarcap.com |
|
666 Dundee Road, Suite 502 |
Northbrook |
IL |
60062 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/miramar-capital-llc/ |
https://www.miramarcap.com/ |
Miramar Capital is an independent, privately-held SEC-Registered Investment Advisory firm with more than 50 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments, and foundations. In contrast to a typical financial advisor, the professionals at Miramar Capital are true money managers; we personally manage all aspects of our clients’ portfolios and do the ‘heavy lifting’ through our intensive research and selection process. |
|
| Mirau Capital Management, Inc. |
Brian |
Mirau |
Founder, President |
|
WM |
bmirau@miraucapital.com |
|
1701 W. NW Hwy, Suite 100 |
Grapevine |
TX |
76051 |
United States of America |
North America |
https://www.linkedin.com/in/brian-mirau-miraucapital/ |
|
|
|
|
https://www.linkedin.com/company/mirau-capital-management-inc./ |
https://miraucapital.com/ |
Mirau Capital Management, Inc. is a full financial service firm serving clients throughout New Mexico and Texas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. At Mirau Capital Management, Inc. we are experienced, responsive and understand your need for integrity and transparency. |
|
| Mirau Capital Management, Inc. |
Patrick |
Romero |
Investment Advisor |
|
WM |
promero@miraucapital.com |
|
1701 W. NW Hwy, Suite 100 |
Grapevine |
TX |
76051 |
United States of America |
North America |
https://www.linkedin.com/in/romeropatrick/ |
|
|
|
|
https://www.linkedin.com/company/mirau-capital-management-inc./ |
https://miraucapital.com/ |
Mirau Capital Management, Inc. is a full financial service firm serving clients throughout New Mexico and Texas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. At Mirau Capital Management, Inc. we are experienced, responsive and understand your need for integrity and transparency. |
|
| Mission Wealth |
Brian |
Sottak |
Partner and Client Advisor |
(805) 690-3908 |
WM |
bsottak@missionwealth.com |
|
7047 E. Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
linkedin.com/in/brian-sottak-cfa-cfp®-caia-5269204/ |
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth |
Julianna |
Rote |
Client Advisor |
(310) 301-0221 |
WM |
jrote@missionwealth.com |
|
7047 E. Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/juliannarote/ |
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth |
Rory |
Macdonald |
Client Advisor |
(949) 295-2482 |
WM |
rmacdonald@missionwealth.com |
|
7047 E. Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/rorymmacdonald/ |
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth |
Claudia |
Arnold-Sawaf |
Client Advisor |
(949) 833-7143 |
WM |
csawaf@missionwealth.com |
|
1 Park Plaza, Suite 600 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/claudiasawaf/ |
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth |
Wes |
Patton |
Senior Client Associate |
(805) 690-9010 |
WM |
wpatton@missionwealth.com |
|
7047 E. Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/wes-patton-mba-cfp®-ms-4a4bb938/ |
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth |
Andy |
Penso |
Partner and Regional Director |
(805) 690-3853 |
WM |
apenso@missionwealth.com |
|
325 N. St. Paul Street, Suite 3100 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth |
Ryan |
Niedbalski |
Client Advisor |
(512) 718-9790 |
WM |
rniedbalski@missionwealth.com |
|
325 N. St. Paul Street, Suite 3100 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-niedbalski-cfp®-clu®-9837bb35/ |
|
2.000 |
|
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in historic downtown Dallas.
Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own. |
|
| Mission Wealth Management |
Seth |
Streeter |
Founder & CEO |
(805) 690-3905 |
WM |
sstreeter@missionwealth.com |
|
1111 Chapala Street, 3rd Floor |
Santa Barabara |
CA |
93101 |
United States of America |
North America |
https://www.linkedin.com/in/sethstreeter/ |
|
2.000 |
$1.5B |
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is an independent financial planning and investment management firm with offices across the Central and Western regions of the US. Our eighteen offices are located in California, Colorado, Illinois, Texas (Houston, Dallas and Austin), Indiana, New York, Oregon, Arizona, Utah and Washington. We strive to deliver what affluent families need most – comprehensive, holistic and unbiased wealth management advice. We are dedicated to helping our clients solve both common and unique challenges in managing their wealth. |
|
| Mission Wealth Management |
Brad |
Stark |
Founder & Chief Compliance Officer |
(805) 690-3901 |
WM |
bstark@missionwealth.com |
|
1111 Chapala Street, 3rd Floor |
Santa Barabara |
CA |
93101 |
United States of America |
North America |
https://www.linkedin.com/in/bradwstark/ |
|
2.000 |
$1.5B |
|
https://www.linkedin.com/company/missionwealth/ |
https://missionwealth.com/ |
Mission Wealth is an independent financial planning and investment management firm with offices across the Central and Western regions of the US. Our eighteen offices are located in California, Colorado, Illinois, Texas (Houston, Dallas and Austin), Indiana, New York, Oregon, Arizona, Utah and Washington. We strive to deliver what affluent families need most – comprehensive, holistic and unbiased wealth management advice. We are dedicated to helping our clients solve both common and unique challenges in managing their wealth. |
|
| MLD Wealth Management Group |
Chad |
Larson |
Portfolio Manager & Senior Vice President |
Mobile: (403) 862-0980 |
WM |
chad.larson@canaccord.com |
mldwealth@nbc.ca |
Suite 200, 239 – 8th Avenue SW |
Calgary |
AB |
T2P 1B9 |
Canada |
North America |
https://www.linkedin.com/in/chadrlarson/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
|
|
|
|
http://mywealthmanagement.ca/ |
MLD Wealth Management is a multi-family office focused on helping quality people meet and exceed their financial goals. Our firm has the expertise, resources, and strategic alliances to help you build, manage, and protect your wealth. |
|
| Modera Wealth Management, LLC |
Tom |
Orecchio |
Principal & Wealth Manager |
(201) 768-4600 |
WM |
tomo@feeonlywealthmanagement.com, |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/tom-orecchio-0b773b/ |
|
1.983 |
$2B |
tomo@moderawealth.com |
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modera Wealth Management, LLC |
Adam |
Leone |
Wealth Manager & Principal |
(201) 768-4600 |
WM |
adaml@moderawm.com |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/adam-leone-1230085/ |
|
1.983 |
$2B |
|
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modera Wealth Management, LLC |
Robert |
Dowling |
Principal & Wealth Manager |
(201) 768-4600 |
WM |
robertd@moderawealth.com |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/robert-dowling-cfp®-10852018/ |
|
1.983 |
$2B |
|
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modera Wealth Management, LLC |
Jennifer |
Faherty |
Chief Client Experience Officer |
(201) 768-4600 |
WM |
jenniferf@moderawealth.com |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/jenniferfaherty/ |
|
1.983 |
$2B |
|
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modera Wealth Management, LLC |
Kelly |
Henning |
Principal & Wealth Manager |
(201) 768-4600 |
WM |
kellyh@moderawealth.com |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-henning-cfp®-msfs-66444815/ |
|
1.983 |
$2B |
|
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modera Wealth Management, LLC |
Bill |
Houck |
Principal & Wealth Manager |
(201) 768-4600 |
WM |
billh@moderawealth.com |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/bill-houck-cfp®-chfc®-0237869/ |
|
1.983 |
$2B |
|
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modera Wealth Management, LLC |
Anna |
Lui |
Senior Marketing Manager |
(201) 768-4600 |
WM |
annal@moderawealth.com |
info@moderawealth.com |
56 Jefferson Ave., 2nd Floor |
Westwood |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/annaslui/ |
|
1.983 |
$2B |
|
https://www.linkedin.com/company/modera-wealth-management/ |
http://www.moderawealth.com/ |
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years. |
|
| Modernize Wealth |
Brandon |
Hebert |
Wealth Advisor & CMO |
(480) 346-1283 |
WM |
brandon@modernizewealth.com |
hello@modernizewealth.com |
3075 W Ray Road, Suite 103 |
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/brandonmodernize/ |
|
2.017 |
|
|
https://www.linkedin.com/company/modernizewealth/ |
https://modernizewealth.com/ |
Modernize Wealth is a unique blend – we combine decades of experience with youthful innovation. That blend is a direct result of the make-up of our team. Like many of our clients, we are a multi-generational, family owned business. That blend is how we deliver financial solutions to problems that many clients didn’t even know they faced – sometimes you don’t know what you don’t know! The continued success of our financial planning business is built on the continued success of our clients; they are the focus of our business. Our innovative approach to wealth management and financial planning makes us fully invested in their success. That’s what makes Modernize Wealth different. Allow us to be your problem solvers, your solution providers, your financial educators – allow us to be your partners in success. |
|
| Modernize Wealth |
Jeffrey |
Hebert |
COO |
(480) 346-1283 |
WM |
jeff@modernizewealth.com |
hello@modernizewealth.com |
3075 W Ray Road, Suite 103 |
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/jeffreymodernize/ |
|
2.017 |
|
|
https://www.linkedin.com/company/modernizewealth/ |
https://modernizewealth.com/ |
Modernize Wealth is a unique blend – we combine decades of experience with youthful innovation. That blend is a direct result of the make-up of our team. Like many of our clients, we are a multi-generational, family owned business. That blend is how we deliver financial solutions to problems that many clients didn’t even know they faced – sometimes you don’t know what you don’t know! The continued success of our financial planning business is built on the continued success of our clients; they are the focus of our business. Our innovative approach to wealth management and financial planning makes us fully invested in their success. That’s what makes Modernize Wealth different. Allow us to be your problem solvers, your solution providers, your financial educators – allow us to be your partners in success. |
|
| Modernize Wealth |
John |
Hebert |
Wealth Advisor & Chief Investment Officer |
(480) 346-1283 |
WM |
john@modernizewealth.com |
hello@modernizewealth.com |
3075 W Ray Road, Suite 103 |
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/johnmodernize/ |
|
2.017 |
|
|
https://www.linkedin.com/company/modernizewealth/ |
https://modernizewealth.com/ |
Modernize Wealth is a unique blend – we combine decades of experience with youthful innovation. That blend is a direct result of the make-up of our team. Like many of our clients, we are a multi-generational, family owned business. That blend is how we deliver financial solutions to problems that many clients didn’t even know they faced – sometimes you don’t know what you don’t know! The continued success of our financial planning business is built on the continued success of our clients; they are the focus of our business. Our innovative approach to wealth management and financial planning makes us fully invested in their success. That’s what makes Modernize Wealth different. Allow us to be your problem solvers, your solution providers, your financial educators – allow us to be your partners in success. |
|
| Moirai Capital Management LLC |
Karen |
Schmid |
Principal |
(415) 981-1541 |
WM |
kschmid@moirai.com |
invest@moirai.com |
708 Montgomery Street Third Floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/karen-m-schmid-cfa-689b23a/ |
|
2.000 |
$86M |
|
https://www.linkedin.com/company/moirai-wealth-management/ |
https://moirai.com/ |
Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families. We work closely with other professionals such as tax accountants, attorneys, bankers and insurance specialists to examine all aspects of our clients' financial pictures and build solutions to meet their financial goals. |
|
| Moller Financial Services |
Nate |
Eads |
President & CEO |
(312) 648-6169 |
WM |
neads@mollerfinancial.com |
info@mollerfinancial.com |
20 N Clark Street Suite 3300 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/nateeads/ |
|
1.991 |
|
|
https://www.linkedin.com/company/moller-financial-services/ |
http://www.mollerfinancial.com/ |
Moller Financial provides wealth management services to individuals and families who want an independent, personalized, and professional financial advisor. |
|
| Moller Financial Services |
Emily |
Murphy |
Financial Planner |
(312) 648-6169 |
WM |
emurphy@mollerfinancial.com |
info@mollerfinancial.com |
20 N Clark Street Suite 3300 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/emilymurphy2/ |
|
1.991 |
|
|
https://www.linkedin.com/company/moller-financial-services/ |
http://www.mollerfinancial.com/ |
Moller Financial provides wealth management services to individuals and families who want an independent, personalized, and professional financial advisor. |
|
| Moller Financial Services |
Brian |
Fritzsche |
Financial Planner |
(312) 648-6169 |
WM |
bfritzsche@mollerfinancial.com |
info@mollerfinancial.com |
20 N Clark Street Suite 3300 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/bfritzsche/ |
|
1.991 |
|
|
https://www.linkedin.com/company/moller-financial-services/ |
http://www.mollerfinancial.com/ |
Moller Financial provides wealth management services to individuals and families who want an independent, personalized, and professional financial advisor. |
|
| Moller Financial Services |
Faith |
Charles |
Business Manager/Chief Compliance Officer |
(312) 648-6169 |
WM |
fcharles@mollerfinancial.com |
info@mollerfinancial.com |
20 N Clark Street Suite 3300 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/faith-charles-11506915/ |
|
1.991 |
|
|
https://www.linkedin.com/company/moller-financial-services/ |
http://www.mollerfinancial.com/ |
Moller Financial provides wealth management services to individuals and families who want an independent, personalized, and professional financial advisor. |
|
| Monarch Business and Wealth Management |
Barry |
Klarberg |
Founder and Managing Partner |
(212) 894-8100 |
WM |
bklarberg@monarchmgmtllc.com |
info@monarchbw.com |
209 East 31st Street |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/barryklarberg/ |
|
2.008 |
|
|
https://www.linkedin.com/company/monarch-wealth-and-business-management/about/ |
https://monarchbw.com/ |
Monarch Business and Wealth Management is a full service firm specializing in Wealth Management Services to High Net-Worth Individuals, Athletes and Entertainers. |
|
| Monarch Business and Wealth Management |
Josh |
Klein |
Partner and Managing Partner |
(212) 894-8100 |
WM |
jklein@monarchmgmtllc.com |
info@monarchbw.com |
209 East 31st Street |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-klein-19650111/ |
|
2.008 |
|
|
https://www.linkedin.com/company/monarch-wealth-and-business-management/about/ |
https://monarchbw.com/ |
Monarch Business and Wealth Management is a full service firm specializing in Wealth Management Services to High Net-Worth Individuals, Athletes and Entertainers. |
|
| Monarch Business and Wealth Management |
Tom |
Fitzgerald |
Partner |
(212) 894-8100 |
WM |
tfitzgerald@monarchmgmtllc.com |
info@monarchbw.com |
209 East 31st Street |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-fitzgerald-828b951a/ |
|
2.008 |
|
|
https://www.linkedin.com/company/monarch-wealth-and-business-management/about/ |
https://monarchbw.com/ |
Monarch Business and Wealth Management is a full service firm specializing in Wealth Management Services to High Net-Worth Individuals, Athletes and Entertainers. |
|
| Monarch Business and Wealth Management |
Matt |
Klarberg |
Vice President |
(212) 894-8100 |
WM |
mklarberg@monarchmgmtllc.com |
info@monarchbw.com |
209 East 31st Street |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/mattklarberg/ |
|
2.008 |
|
|
https://www.linkedin.com/company/monarch-wealth-and-business-management/about/ |
https://monarchbw.com/ |
Monarch Business and Wealth Management is a full service firm specializing in Wealth Management Services to High Net-Worth Individuals, Athletes and Entertainers. |
|
| Monarch Wealth Management, LLC |
David |
Georgiev |
Managing Partner | Financial Advisor |
Office: (585) 484-1400, Mobile: (585) 301-3380 |
WM |
david@monarchwealthmanagement.com |
info@monarchwealthmanagement.com |
109 Main St. |
Brockport |
NY |
14420 |
United States of America |
North America |
https://www.linkedin.com/in/davidgeorgiev/ |
|
2.014 |
$827M |
|
https://www.linkedin.com/company/monarch-wealth-management-llc/ |
https://www.monarchwealthmanagement.com/ |
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in addressing all of your financial goals.
At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| Monarch Wealth Management, LLC |
Constantine |
Kitrinos |
Managing Partner | Financial Advisor |
(585) 484-1400 |
WM |
constantine@monarchwealthmanagement.com |
info@monarchwealthmanagement.com |
109 Main St. |
Brockport |
NY |
14420 |
United States of America |
North America |
https://www.linkedin.com/in/constantinekitrinos/ |
|
2.014 |
$827M |
|
https://www.linkedin.com/company/monarch-wealth-management-llc/ |
https://www.monarchwealthmanagement.com/ |
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in addressing all of your financial goals.
At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| Monarch Wealth Management, LLC |
Diana |
Lougen |
Partner | Financial Advisor |
Office: (716) 250-2888, Mobile: (315) 591-2156 |
WM |
diana@monarchwealthmanagement.com |
info@monarchwealthmanagement.com |
1207 Delaware Ave., Suite 201 |
Buffalo |
NY |
14209 |
United States of America |
North America |
https://www.linkedin.com/in/diana-lougen-43026318/ |
|
2.014 |
$827M |
|
https://www.linkedin.com/company/monarch-wealth-management-llc/ |
https://www.monarchwealthmanagement.com/ |
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in addressing all of your financial goals.
At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| Monarch Wealth Management, LLC |
Mark |
Ziemba II |
Retirement Plan Consultant |
Office: (716) 836-0438, Mobile: (716) 570-2574 |
WM |
mark@monarchwealthmanagement.com |
info@monarchwealthmanagement.com |
1207 Delaware Ave., Suite 201 |
Buffalo |
NY |
14209 |
United States of America |
North America |
https://www.linkedin.com/in/thoughtfulplanbymark/ |
|
2.014 |
$827M |
|
https://www.linkedin.com/company/monarch-wealth-management-llc/ |
https://www.monarchwealthmanagement.com/ |
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in addressing all of your financial goals.
At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| Monarch Wealth Management, LLC |
Vincent |
Polyukhovich |
Director - Strategic Relations |
Office: (585) 484-1400, Mobile: (716) 310-2069 |
WM |
vincent@monarchwealthmanagement.com |
info@monarchwealthmanagement.com |
109 Main St. |
Brockport |
NY |
14420 |
United States of America |
North America |
|
|
2.014 |
$827M |
|
https://www.linkedin.com/company/monarch-wealth-management-llc/ |
https://www.monarchwealthmanagement.com/ |
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in addressing all of your financial goals.
At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| Money Managers Financial Group |
Nancy |
Coutu |
Principal |
(630) 990-7174 |
WM |
nancy@monimgr.com |
info@monimgr.com |
1211 West 22nd Street, Suite 800 |
Oak Brook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/nancycoutu/ |
|
1.987 |
|
|
https://www.linkedin.com/company/money-managers-financial-group/ |
https://www.monimgr.com/ |
At Money Managers Financial Group, we provide retirement planning and other financial planning services. We give pre-retirees and retirees straightforward advice that will help them meet their goals as well as make the decisions to meet the tough challenges they may face throughout retirement. |
|
| Money Managers Financial Group |
John |
Gajkowski |
Principal |
(630) 990-7174 |
WM |
john@monimgr.com |
info@monimgr.com |
1211 West 22nd Street, Suite 800 |
Oak Brook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/gajkowskijohn/ |
|
1.987 |
|
|
https://www.linkedin.com/company/money-managers-financial-group/ |
https://www.monimgr.com/ |
At Money Managers Financial Group, we provide retirement planning and other financial planning services. We give pre-retirees and retirees straightforward advice that will help them meet their goals as well as make the decisions to meet the tough challenges they may face throughout retirement. |
|
| Money Matters With Ken Moraif |
David |
Cockrum |
COO |
(469) 246-3630 |
WM |
david@moneymatters.net |
kenmoraif@moneymatters.net |
2820 Dallas Parkway |
Plano |
TX |
75093 |
United States of America |
North America |
|
|
2.011 |
$2,660 million |
|
https://www.linkedin.com/company/money-matters-with-ken-moraif/ |
https://moneymatters.net/ |
Money Matters with Ken Moraif is now Retirement Planners of America. We’re the same investment advisory firm dedicated to helping our clients have the retirement they deserve. Our vision is to be the industry leader in retirement planning, so we’re putting a stake in the ground – and putting retirement in our name. We believe this better reflects our commitment to your retirement planning needs. |
|
| Money Matters With Ken Moraif |
Bill |
Frye |
Chief Compliance Officer |
(469) 246-3627 |
WM |
bill@moneymatters.net |
kenmoraif@moneymatters.net |
2820 Dallas Parkway |
Plano |
TX |
75093 |
United States of America |
North America |
|
|
2.011 |
$2,660 million |
|
https://www.linkedin.com/company/money-matters-with-ken-moraif/ |
https://moneymatters.net/ |
Money Matters with Ken Moraif is now Retirement Planners of America. We’re the same investment advisory firm dedicated to helping our clients have the retirement they deserve. Our vision is to be the industry leader in retirement planning, so we’re putting a stake in the ground – and putting retirement in our name. We believe this better reflects our commitment to your retirement planning needs. |
|
| Money Matters With Ken Moraif |
Kenneth |
Moraif |
Senior Advisor |
(469) 246-3604 |
WM |
kenmoraif@moneymatters.net |
kenmoraif@moneymatters.net |
2820 Dallas Parkway |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/kenmoraif/ |
|
2.011 |
$2,660 million |
|
https://www.linkedin.com/company/money-matters-with-ken-moraif/ |
https://moneymatters.net/ |
Money Matters with Ken Moraif is now Retirement Planners of America. We’re the same investment advisory firm dedicated to helping our clients have the retirement they deserve. Our vision is to be the industry leader in retirement planning, so we’re putting a stake in the ground – and putting retirement in our name. We believe this better reflects our commitment to your retirement planning needs. |
|
| Money Matters With Ken Moraif |
Elias |
Dragon |
Senior Advisor |
(972) 393-0376 |
WM |
Elidragon@moneymatters.net |
kenmoraif@moneymatters.net |
2820 Dallas Parkway |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/eli-dragon-26905720/ |
|
2.011 |
$2,660 million |
|
https://www.linkedin.com/company/money-matters-with-ken-moraif/ |
https://moneymatters.net/ |
Money Matters with Ken Moraif is now Retirement Planners of America. We’re the same investment advisory firm dedicated to helping our clients have the retirement they deserve. Our vision is to be the industry leader in retirement planning, so we’re putting a stake in the ground – and putting retirement in our name. We believe this better reflects our commitment to your retirement planning needs. |
|
| Money Matters With Ken Moraif |
Douglas |
Bartol |
Senior Advisor |
(469) 246-3611 |
WM |
dougbartol@moneymatters.net |
kenmoraif@moneymatters.net |
2820 Dallas Parkway |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/doug-bartol-03bb4270/ |
|
2.011 |
$2,660 million |
|
https://www.linkedin.com/company/money-matters-with-ken-moraif/ |
https://moneymatters.net/ |
Money Matters with Ken Moraif is now Retirement Planners of America. We’re the same investment advisory firm dedicated to helping our clients have the retirement they deserve. Our vision is to be the industry leader in retirement planning, so we’re putting a stake in the ground – and putting retirement in our name. We believe this better reflects our commitment to your retirement planning needs. |
|
| Monheit, Zongolowicz, Frisch, CPAs, PLC |
David |
Monheit |
Co-Founder |
(480) 272-6752 |
WM |
david@mzcpa.com |
|
7047 E Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/david-monheit-9a647a14/ |
|
1.993 |
|
|
|
https://monheitfrisch.com/ |
Monheit Frisch Group PLC is a comprehensive blend of two businesses where our combined education, credentials, and professional skills excel in all levels of complex and sophisticated tax and wealth care. |
|
| Monheit, Zongolowicz, Frisch, CPAs, PLC |
Gary |
Frisch |
Co-Founder |
(480) 272-6752 |
WM |
gary@mzcpa.com |
|
7047 E Greenway Parkway, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
1.993 |
|
|
|
https://monheitfrisch.com/ |
Monheit Frisch Group PLC is a comprehensive blend of two businesses where our combined education, credentials, and professional skills excel in all levels of complex and sophisticated tax and wealth care. |
|
| Montag Private Wealth |
Carl |
Martel |
President & Portfolio Manager |
(416) 915-4167 |
WM |
cmartel@montagprivatewealth.com |
|
100 King Street West, Suite 5700 |
Toronto |
ON |
M5X 1C7 |
Canada |
North America |
https://www.linkedin.com/in/CarlMartel/ |
|
|
|
|
https://www.linkedin.com/company/montagprivatewealth |
http://montagprivatewealth.com/ |
At Montag Private Wealth, we believe in a flexible approach to financial management – from building a more conservative 100% fixed income investment grade portfolio to one that is more complex and diverse and as a result, may be exposed to more market movement and in turn, possibly more return. Our research process goes beyond finding quality or growth stock. We look at the entire capital structure of a company to find undervalued stocks or fixed income that will produce a high return adjusted for risks. The time spent studying and delving into one specific company can lead to an investment in corporate debt, convertible debenture, high yield bond or preferred and common shares. This philosophy allows us to explore all opportunities for a sound investment in fixed income, as well as in small to mid and large capitalization. We work hard to increase our information ratio and we have the knowledge to use stock options as a means of reducing risk in individual positions if required. We are always inclined to invest in yield-producing assets, or when appropriate, use tools, such as covered call or writing put, because they bring value and create a cushion, or more specifically, a trading price floor in a downturn market. Our firm is driven by research and selecting assets through a meticulous process to achieve the best performance possible. |
|
| Montag Wealth |
Edward |
Montag |
CEO |
(404) 522-5774 |
WM |
nedmontag@montagwealth.com |
info@montagwealth.com |
133 Peachtree Street NE Suite 2500 |
Atlanta |
GA |
30303 |
United States of America |
North America |
https://www.linkedin.com/in/ned-montag-6884336/ |
|
1.982 |
|
|
https://www.linkedin.com/company/montagwealthmanagement/ |
https://montagwealthmanagement.com/ |
MONTAG is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firm’s founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA). |
|
| Montag Wealth |
John |
Montag |
President, Chief Investment Officer & Portfolio Manager |
(404) 522-5774 |
WM |
johnmontag@montagwealth.com |
info@montagwealth.com |
133 Peachtree Street NE Suite 2500 |
Atlanta |
GA |
30303 |
United States of America |
North America |
https://www.linkedin.com/in/john-montag-b486216/ |
|
1.982 |
|
|
https://www.linkedin.com/company/montagwealthmanagement/ |
https://montagwealthmanagement.com/ |
MONTAG is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firm’s founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA). |
|
| Montage Wealth Management |
Robert |
Bleier |
Founding Partner, Private Wealth Advisor |
(585) 249-2892 |
WM |
bbleier@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/bobbleier/ |
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montage Wealth Management |
Mark |
Colgan |
Founding Partner, Private Wealth Advisor |
(585) 419-2270 |
WM |
mcolgan@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/markcolgan/ |
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montage Wealth Management |
T.J. |
Muscato |
Private Wealth Advisor |
(585) 419-2270 |
WM |
tjmuscato@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/t-j-muscato-23b34914/ |
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montage Wealth Management |
Mary |
Mikel |
Principal, Private Wealth Advisor |
(585) 263-3608 |
WM |
mmikel@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montage Wealth Management |
Cheryl |
Taylor |
Principal, Private Wealth Advisor |
(585) 263-3608 |
WM |
ctaylor@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montage Wealth Management |
Charles |
Constantino |
Private Wealth Advisor |
(585) 249-2882 |
WM |
cconstantino@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-constantino-a25b5412/ |
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montage Wealth Management |
Lisa |
Capizzi |
Strategic Partner, Private Wealth Advisor |
(585) 225-9290 Ext. 203 |
WM |
lisa@montagewm.com |
info@montagewm.com |
179 Sully's Trail |
Pittsford |
NY |
14534 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-capizzi-14aa325/ |
|
2.015 |
|
|
https://www.linkedin.com/company/montagewm/ |
https://www.montagewealthmanagement.com/ |
Our mission at Montage is to inspire and empower you to do more of what you love. Perhaps you love experiencing new places or partaking in your favorite activity. It may be spending time with the people you love or volunteering for humanitarian causes you care about. Whatever it is that you love to do, all of us at Montage Wealth Management are here to help you do more of it. |
|
| Montcalm TCR |
Holly |
Ruxin |
CEO |
(415) 326-7650 |
WM |
hollyruxin@montcalmtcr.com |
info@montcalmtcr.com |
1083 Mission Street Second Floor |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/hollyziegelruxin/ |
|
2.012 |
$140M |
|
https://www.linkedin.com/company/montcalm-tcr/ |
http://montcalmtcr.com/ |
Montcalm TCR is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. |
|
| Montcalm TCR |
Chisom |
Odoemene |
Client Operations Associate |
(415) 326-7650 |
WM |
chisomodoemene@montcalmtcr.com |
info@montcalmtcr.com |
1083 Mission Street Second Floor |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/chisom-odoemene-4b12a820/ |
|
2.012 |
$140M |
|
https://www.linkedin.com/company/montcalm-tcr/ |
http://montcalmtcr.com/ |
Montcalm TCR is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. |
|
| Montcalm TCR |
Kaitlyn |
Abrams |
Portfolio Manager |
(415) 326-7650 |
WM |
kaitlynabrams@montcalmtcr.com |
info@montcalmtcr.com |
1083 Mission Street Second Floor |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/kaitlyn-abrams-534a6b151/ |
|
2.012 |
$140M |
|
https://www.linkedin.com/company/montcalm-tcr/ |
http://montcalmtcr.com/ |
Montcalm TCR is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. |
|
| Montello Wealth Management |
Larry |
Montello |
Managing Director |
o. (561) 694-6660 m. (561) 222-3305 |
WM |
Larry@MontelloWealth.com |
|
2401 PGA Blvd Suite 280 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/laurencemontello/ |
|
|
|
|
https://www.linkedin.com/company/montello-wealth-management-inc/ |
http://www.montellowealth.com/ |
Montello Wealth Management is a registered investment advisory firm serving individuals, families and institutions focused on the creation and preservation of wealth.
Our Wealth Management platform is specifically designed to manage your financial affairs through the integration of financial planning, investment management, tax management, insurance and estate planning. |
|
| Monterey Private Wealth |
Kenneth |
Petersen |
President and CEO |
(831) 372-3426 |
WM |
ken@montereypw.com |
lisa@montereypw.com |
2340 Garden Road #202 |
Monterey |
CA |
93940 |
United States of America |
North America |
https://www.linkedin.com/in/ken-petersen-4b394389/ |
|
2.001 |
$408M |
|
https://www.linkedin.com/company/monterey-private-wealth-inc- |
https://www.montereyprivatewealth.com/ |
Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. |
|
| Monterey Private Wealth |
Gary E.D. |
Alt |
Financial Advisor and CoFounder |
(831) 372-3426 |
WM |
gary@montereypw.com |
lisa@montereypw.com |
2340 Garden Road #202 |
Monterey |
CA |
93940 |
United States of America |
North America |
https://www.linkedin.com/in/garyalt/ |
|
2.001 |
$408M |
|
https://www.linkedin.com/company/monterey-private-wealth-inc- |
https://www.montereyprivatewealth.com/ |
Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. |
|
| Monterey Private Wealth |
Steven |
Merrell |
Principal and CoFounder |
(831) 372-3426 |
WM |
smerrell@montereypw.com |
lisa@montereypw.com |
2340 Garden Road #202 |
Monterey |
CA |
93940 |
United States of America |
North America |
|
|
2.001 |
$408M |
|
https://www.linkedin.com/company/monterey-private-wealth-inc- |
https://www.montereyprivatewealth.com/ |
Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. |
|
| Monterey Private Wealth |
Cristofer |
Cabanillas |
Principal |
(831) 372-3426 |
WM |
cris@montereypw.com |
lisa@montereypw.com |
2340 Garden Road #202 |
Monterey |
CA |
93940 |
United States of America |
North America |
|
|
2.001 |
$408M |
|
https://www.linkedin.com/company/monterey-private-wealth-inc- |
https://www.montereyprivatewealth.com/ |
Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. |
|
| Monterey Private Wealth |
Julie |
Roth |
Wealth Manager |
(831) 372-3426 |
WM |
jroth@montereypw.com |
lisa@montereypw.com |
2340 Garden Road #202 |
Monterey |
CA |
93940 |
United States of America |
North America |
|
|
2.001 |
$408M |
|
https://www.linkedin.com/company/monterey-private-wealth-inc- |
https://www.montereyprivatewealth.com/ |
Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. |
|
| Montlake Financial Services, LLC |
Jon |
Munson |
Principal |
Mobile: (602) 689-1020 |
WM |
jmunson@montlakefinancial.com |
|
17470 North Pacesetter Way |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/jon-munson-cpa-pfs-12293515/ |
Retirement and, Financial Independence |
2.014 |
|
|
https://www.linkedin.com/company/montlake-financial-services-llc/ |
https://www.montlakefinancial.com/ |
As your trusted financial advisor, Montlake Financial Services' job is to provide answers to your questions and deliver strategies to help you achieve your financial goals. By addressing your questions in a direct, straightforward manner, we alleviate the stress and confusion of financial planning and enable you to make educated decisions to help you attain financial success. |
|
| Montlake Financial Services, LLC |
Corinna |
Munson |
Client Relations Specialist |
Office: (480) 305-2072 |
WM |
corinna@montlakefinancial.com |
|
17470 North Pacesetter Way |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/corinna-munson-029b75184/ |
Retirement and, Financial Independence |
2.014 |
|
|
https://www.linkedin.com/company/montlake-financial-services-llc/ |
https://www.montlakefinancial.com/ |
As your trusted financial advisor, Montlake Financial Services' job is to provide answers to your questions and deliver strategies to help you achieve your financial goals. By addressing your questions in a direct, straightforward manner, we alleviate the stress and confusion of financial planning and enable you to make educated decisions to help you attain financial success. |
|
| Montrusco Bolton Investments |
Sylvain |
Boule |
President & CEO |
(514) 842-6464 |
WM |
sylvain@montruscobolton.com |
|
1501 McGill College Avenue Suite 1200 |
Montreal |
QC |
H3A 3M8 |
Canada |
North America |
https://www.linkedin.com/in/sylvain-boulé-99803911/ |
|
|
$6B |
|
https://www.linkedin.com/company/montruscobolton/ |
http://www.montruscobolton.com/ |
Montrusco Bolton is a Canadian boutique investment firm with more than 100 institutional clients, both Canadian and foreign. We have a successful track record at achieving long term goals based on specific needs and risk tolerance. We have fresh insights regarding portfolio management, strong views about our client focus and deep roots in Canadian communities. |
|
| Monument Wealth Management |
David |
Armstrong |
President & CoFounder |
(703) 504-9600 |
WM |
david.armstrong@monumentwm.com |
info@monumentwm.com |
1701 Duke St #425 |
Alexandria |
VA |
22314 |
United States of America |
North America |
https://www.linkedin.com/in/davidbarmstrong/ |
|
2.008 |
$300 million |
|
https://www.linkedin.com/company/monument-wealth-management/ |
https://monumentwealthmanagement.com |
Monument Wealth Management is an independent Registered Investment Advisory firm based in the Washington D.C. area that takes a unique, collaborative team approach in leading clients through a personalized Private Wealth Management experience like no other. |
|
| Monument Wealth Management |
Dean |
Catino |
President & CoFounder |
(703) 504-9600 |
WM |
dean.catino@monumentwm.com |
info@monumentwm.com |
1701 Duke St #425 |
Alexandria |
VA |
22314 |
United States of America |
North America |
https://www.linkedin.com/in/dean-catino-cfp®-crpc®-cpwa®-60311211/ |
|
2.008 |
$300 million |
|
https://www.linkedin.com/company/monument-wealth-management/ |
https://monumentwealthmanagement.com |
Monument Wealth Management is an independent Registered Investment Advisory firm based in the Washington D.C. area that takes a unique, collaborative team approach in leading clients through a personalized Private Wealth Management experience like no other. |
|
| Moon Capital Singapore Pte. Ltd. |
Li-Wen |
Chua |
Managing Director |
65 6511 7500 |
WM |
lchua@mooncapital.com |
info@mooncapital.com |
2 Battery Road Maybank Tower |
Singapore |
|
|
Singapore |
Asia |
https://www.linkedin.com/in/li-wen-chua-24243326/ |
|
2.005 |
|
|
https://www.linkedin.com/company/moon-capital/ |
http://www.mooncapital.com/ |
Moon Capital Management LP ("Moon Capital") is an independent global investment management firm founded in April 2005, with origins dating from April 1997. The firm is headquartered in New York with a research and trading office in Singapore. |
|
| Moon Capital Singapore Pte. Ltd. |
Shayon |
Chatterjee |
Partner & Managing Director |
65 6511 7500 |
WM |
schatterjee@mooncapital.com |
info@mooncapital.com |
2 Battery Road Maybank Tower |
Singapore |
|
|
Singapore |
Asia |
https://www.linkedin.com/in/shayon-chatterjee-7415a342/ |
|
2.005 |
|
|
https://www.linkedin.com/company/moon-capital/ |
http://www.mooncapital.com/ |
Moon Capital Management LP ("Moon Capital") is an independent global investment management firm founded in April 2005, with origins dating from April 1997. The firm is headquartered in New York with a research and trading office in Singapore. |
|
| Moon Wealth Management |
Julia |
Moon |
Financial Planner |
(858) 550-2887 |
WM |
Julia.Moon@LFG.com |
|
4250 Executive Square Suite 700 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/juliamoon/ |
|
|
|
|
|
https://www.moonwealthmanagement.com/ |
Moon Wealth Management is a comprehensive financial planning firm serving the needs of individuals, families and business owners. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate; our personalized service and comprehensive financial planning process can help you achieve those goals. |
|
| Moore's Wealth Management |
Scott |
Moore |
Founder, President, Chief Investment Advisor |
(770) 535-5000 |
WM |
scott@mooreswealthmanagement.com |
support@mooreswealthmanagement.com |
210 Washington Street NW Suite 106 |
Gainesville |
GA |
30501 |
United States of America |
North America |
https://www.linkedin.com/in/scottmooreiar/ |
|
|
|
|
https://www.linkedin.com/company/moore%27s-wealth-management/ |
http://www.mooreswealthmanagement.com |
Moore’s Wealth Management is a family owned firm. We specialize in helping the pre-retirees and the retirement community through conservative and proactive investment management strategies. |
|
| Moore's Wealth Management |
Mark |
Peterson |
Financial Advisor |
(770) 535-5000 |
WM |
mark@mooreswealthmanagement.com |
support@mooreswealthmanagement.com |
210 Washington Street NW Suite 106 |
Gainesville |
GA |
30501 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/moore%27s-wealth-management/ |
http://www.mooreswealthmanagement.com |
Moore’s Wealth Management is a family owned firm. We specialize in helping the pre-retirees and the retirement community through conservative and proactive investment management strategies. |
|
| Moore's Wealth Management |
Chris |
Moore |
Owner / Financial Advisor |
(770) 535-5000 |
WM |
Chris@mooreswealthmanagement.com |
support@mooreswealthmanagement.com |
210 Washington Street NW Suite 106 |
Gainesville |
GA |
30501 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-moore-5171818b/ |
|
|
|
|
https://www.linkedin.com/company/moore%27s-wealth-management/ |
http://www.mooreswealthmanagement.com |
Moore’s Wealth Management is a family owned firm. We specialize in helping the pre-retirees and the retirement community through conservative and proactive investment management strategies. |
|
| Moore's Wealth Management |
Brian |
Moore |
Financial Advisor |
(770) 535-5000 |
WM |
brian@mooreswealthmanagement.com |
support@mooreswealthmanagement.com |
210 Washington Street NW Suite 106 |
Gainesville |
GA |
30501 |
United States of America |
North America |
https://www.linkedin.com/in/brian-moore-4a63208b/ |
|
|
|
|
https://www.linkedin.com/company/moore%27s-wealth-management/ |
http://www.mooreswealthmanagement.com |
Moore’s Wealth Management is a family owned firm. We specialize in helping the pre-retirees and the retirement community through conservative and proactive investment management strategies. |
|
| Moore's Wealth Management |
Isaac |
Pitt |
Financial Advisor |
(770) 535-5000 |
WM |
isaac@mooreswealthmanagement.com |
support@mooreswealthmanagement.com |
210 Washington Street NW Suite 106 |
Gainesville |
GA |
30501 |
United States of America |
North America |
https://www.linkedin.com/in/isaac-pitt-42b2a1104/ |
|
|
|
|
https://www.linkedin.com/company/moore%27s-wealth-management/ |
http://www.mooreswealthmanagement.com |
Moore’s Wealth Management is a family owned firm. We specialize in helping the pre-retirees and the retirement community through conservative and proactive investment management strategies. |
|
| MOR Wealth Management |
Matthew |
Ramer |
Principal, Financial Advisor |
Mobile: (215) 694-4784 |
WM |
matthew.ramer@morwm.com |
info@morwm.com |
1801 Market Street, Suite 2435 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/mattramer/ |
|
2.013 |
|
|
https://www.linkedin.com/company/mor-wealth-management/ |
https://www.morwm.com/ |
MOR Wealth Management specializes in wealth planning for high net-worth households. Our services include customized investment management, estate and legacy planning, long-term family, education, and retirement planning, as well as charitable planning. We have a deep-seated commitment to socially responsible investing and environmentally sustainable business practices. We are a registered Benefit Corporation (B-Corp®), and a member of the Sustainable Business Network. |
|
| MOR Wealth Management |
Elizabeth |
Lumbangaol |
Director |
(267) 930-8300 |
WM |
Elizabeth.Lumbangaol@morwm.com |
info@morwm.com |
1801 Market Street, Suite 2435 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-lumbangaol-a090a4104/ |
|
2.013 |
|
|
https://www.linkedin.com/company/mor-wealth-management/ |
https://www.morwm.com/ |
MOR Wealth Management specializes in wealth planning for high net-worth households. Our services include customized investment management, estate and legacy planning, long-term family, education, and retirement planning, as well as charitable planning. We have a deep-seated commitment to socially responsible investing and environmentally sustainable business practices. We are a registered Benefit Corporation (B-Corp®), and a member of the Sustainable Business Network. |
|
| MOR Wealth Management |
Amy |
Killeen |
Director of Operations |
(267) 930-8300 |
WM |
amy.killeen@morwm.com |
info@morwm.com |
1801 Market Street, Suite 2435 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
|
|
2.013 |
|
|
https://www.linkedin.com/company/mor-wealth-management/ |
https://www.morwm.com/ |
MOR Wealth Management specializes in wealth planning for high net-worth households. Our services include customized investment management, estate and legacy planning, long-term family, education, and retirement planning, as well as charitable planning. We have a deep-seated commitment to socially responsible investing and environmentally sustainable business practices. We are a registered Benefit Corporation (B-Corp®), and a member of the Sustainable Business Network. |
|
| MOR Wealth Management |
Daniel |
Levinson |
Financial Planning Associate |
(267) 930-8300 |
WM |
daniel.levinson@morwm.com |
info@morwm.com |
1801 Market Street, Suite 2435 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/danieljlevinson/ |
|
2.013 |
|
|
https://www.linkedin.com/company/mor-wealth-management/ |
https://www.morwm.com/ |
MOR Wealth Management specializes in wealth planning for high net-worth households. Our services include customized investment management, estate and legacy planning, long-term family, education, and retirement planning, as well as charitable planning. We have a deep-seated commitment to socially responsible investing and environmentally sustainable business practices. We are a registered Benefit Corporation (B-Corp®), and a member of the Sustainable Business Network. |
|
| Morgan Stanley Wealth Management |
Carla |
Harrison |
Vice Chairman and Managing Director |
(888) 454-3965 |
WM |
carla.harris@morganstanley.com |
prospectus@morganstanley.com |
1585 Broadway |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/carla-harris-5192047b/ |
|
|
$968B |
|
https://www.linkedin.com/company/morgan-stanley/ |
https://www.morganstanley.com/ |
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. |
|
| Morgan Stanley Wealth Management |
Karan |
Suri |
Executive Director |
(888) 454-3965 |
WM |
karan.suri@morganstanley.com |
prospectus@morganstanley.com |
1585 Broadway |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/karansuri/ |
|
|
$968B |
|
https://www.linkedin.com/company/morgan-stanley/ |
https://www.morganstanley.com/ |
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. |
|
| Morgan Stanley Wealth Management |
Mandell |
Crawley |
Managing Director |
(888) 454-3965 |
WM |
mandell.crawley@morganstanley.com |
prospectus@morganstanley.com |
1585 Broadway |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/mandellcrawley/ |
|
|
$968B |
|
https://www.linkedin.com/company/morgan-stanley/ |
https://www.morganstanley.com/ |
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. |
|
| Morgan Stanley Wealth Management |
Audrey |
Choi |
CMO and Chief Sustainability Officer |
(888) 454-3965 |
WM |
audrey.choi@morganstanley.com |
prospectus@morganstanley.com |
1585 Broadway |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/audrey-choi-160a027/ |
|
|
$968B |
|
https://www.linkedin.com/company/morgan-stanley/ |
https://www.morganstanley.com/ |
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. |
|
| Mortgage Wealth Advisors, Inc. |
Warren |
Goldberg |
President |
(516) 302-1090 |
WM |
wgoldberg@mortgagewealthadvisors.com |
|
255 Executive Drive, Suite 410 |
Plainview |
NY |
11803 |
United States of America |
North America |
https://www.linkedin.com/in/warren-goldberg-78b0bb10/ |
|
2.012 |
|
|
https://www.linkedin.com/company/mortgage-wealth-advisors/ |
https://www.mortgagewealthadvisors.com/ |
Mortgage Wealth Advisors is a concierge mortgage brokerage, arranging mortgage financing for clients throughout New York and Florida. We offer a wide range of loan products through an expansive network of lenders. We match the right loan to the needs of our borrowers, with competitive rates that satisfy even the most discerning clients. |
|
| Morton Capital Management |
Jeffrey |
Sarti |
Co-CEO |
(818) 591-6217 |
WM |
jsarti@mortoncapital.com |
clientservices@mortoncapital.com |
27200 Agoura Road., Suite 200 |
Calabasas |
CA |
91301 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-sarti-76094aa/ |
|
1.983 |
$1.6B |
|
https://www.linkedin.com/company/morton-capital-management |
http://www.mortoncapital.com/ |
Morton Capital Management is a fee-only registered investment advisor founded in 1983 on the principles of objectivity and independence. We have a long history of flexibility and a willingness to “go anywhere” in the investment universe to unlock value for our clients. We work closely with our clients to understand their goals and risk tolerance to help them create a long-term plan. |
|
| Morton Capital Management |
Cathy |
Cash |
Wealth Advisor |
(805) 570-8765 |
WM |
ccash@mortoncapital.com |
clientservices@mortoncapital.com |
27200 Agoura Road., Suite 200 |
Calabasas |
CA |
91301 |
United States of America |
North America |
https://www.linkedin.com/in/cathy-cash-mba-15a37329/ |
|
1.983 |
$1.6B |
|
https://www.linkedin.com/company/morton-capital-management |
http://www.mortoncapital.com/ |
Morton Capital Management is a fee-only registered investment advisor founded in 1983 on the principles of objectivity and independence. We have a long history of flexibility and a willingness to “go anywhere” in the investment universe to unlock value for our clients. We work closely with our clients to understand their goals and risk tolerance to help them create a long-term plan. |
|
| Mosaic Advisors |
Brandon |
Henry |
CoFounder and Partner |
(713) 980-4103 |
WM |
brandon@mosaicadvisors.com |
info@mosaicadvisors.com |
4265 San Felipe Suite 760 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/brandonrhenry/ |
|
2.012 |
|
|
https://www.linkedin.com/company/mosaic-advisors/ |
https://mosaicadvisors.com |
Mosaic Advisors LLC operates as a wealth advisory firm. The Company offers financial planning, asset management, and consulting services. Mosaic Advisors serves customers in the United States. |
|
| Mosaic Advisors |
Jay |
Goldberg |
Managing Partner |
(713) 980-4101 |
WM |
jay@mosaicadvisors.com |
info@mosaicadvisors.com |
4265 San Felipe Suite 760 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/jay-goldberg-93466314/ |
|
2.012 |
|
|
https://www.linkedin.com/company/mosaic-advisors/ |
https://mosaicadvisors.com |
Mosaic Advisors LLC operates as a wealth advisory firm. The Company offers financial planning, asset management, and consulting services. Mosaic Advisors serves customers in the United States. |
|
| Mosaic Advisors |
Carey |
Kesner |
Partner |
(713) 980-4102 |
WM |
carey@mosaicadvisors.com |
info@mosaicadvisors.com |
4265 San Felipe Suite 760 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/ckesner/ |
|
2.012 |
|
|
https://www.linkedin.com/company/mosaic-advisors/ |
https://mosaicadvisors.com |
Mosaic Advisors LLC operates as a wealth advisory firm. The Company offers financial planning, asset management, and consulting services. Mosaic Advisors serves customers in the United States. |
|
| Moss Adams |
Curtis |
Abramson |
Partner |
(310) 481-1246 |
WM |
curtis.abramson@mossadams.com |
careers@mossadams.com |
999 Third Avenue, Suite 3300 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/curtis-abramson-b0408114a/ |
|
1.913 |
$2 billion |
|
https://www.linkedin.com/company/moss-adams-llp/ |
https://www.mossadams.com |
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. |
|
| Moss Adams |
Jason |
Adkins |
Partner |
(408) 558-7518 |
WM |
jason.adkins@mossadams.com |
careers@mossadams.com |
999 Third Avenue, Suite 3300 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/jasonadkins/ |
|
1.913 |
$2 billion |
|
https://www.linkedin.com/company/moss-adams-llp/ |
https://www.mossadams.com |
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. |
|
| Moss Adams |
Valerie |
Allen |
Partner |
(505) 878-7233 |
WM |
valerie.allen@mossadams.com |
careers@mossadams.com |
999 Third Avenue, Suite 3300 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/valerie-allen-517589b/ |
|
1.913 |
$2 billion |
|
https://www.linkedin.com/company/moss-adams-llp/ |
https://www.mossadams.com |
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. |
|
| Moss Adams |
Gregg |
Amend |
Partner |
(509) 777-0117 |
WM |
gregg.amend@mossadams.com |
careers@mossadams.com |
999 Third Avenue, Suite 3300 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/gregg-amend-cpa-3533bb1b/ |
|
1.913 |
$2 billion |
|
https://www.linkedin.com/company/moss-adams-llp/ |
https://www.mossadams.com |
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. |
|
| Moss Adams |
Craig |
Anderson |
Partner |
(509) 834-2462 |
WM |
craig.anderson@mossadams.com |
careers@mossadams.com |
999 Third Avenue, Suite 3300 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/craigandersonmossadams/ |
|
1.913 |
$2 billion |
|
https://www.linkedin.com/company/moss-adams-llp/ |
https://www.mossadams.com |
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. |
|
| Motilal Oswal Wealth |
Ashish |
Shanker |
Head, Investment Advisory- MOPWM |
91-22 40548002 |
WM |
ashish.shanker@motilaloswal.com |
privatewealth@motilaloswal.com |
10th Floor, Motilal Oswal Tower,
Rahimtullah Sayani Road,
Opposite Parel ST Depot,
Prabhadevi |
Mumbai |
|
400 025 |
India |
Asia |
https://www.linkedin.com/in/ashishshankar/ |
|
1.987 |
|
|
https://www.linkedin.com/company/motilal-oswal-financial-services-ltd/ |
https://www.motilaloswalpwm.com |
Motilal Oswal Private Wealth Management (MOPWM) is a part of Motilal Oswal Group – a brand that is trusted for knowledge based investing with a proven performance track record over 30 years. MOPWM was instituted in year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. |
|
| Motz Wealth Management |
Melissa |
Motz |
President and Wealth Advisor |
(215) 513-6240 |
WM |
Melissa@MotzWealthManagement.com |
Admin@MotzWealthManagement.com |
140 Clemens Road, Suite 102 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/melissamotz/ |
|
1.983 |
|
|
https://www.linkedin.com/company/motz-wealth-management/ |
https://www.motzwealthmanagement.com/ |
Motz Wealth Management, a wealth management firm committed to making our clients feel heard, taken care of, and cared for. Here you will find fee-based financial planning and investment management that is custom-tailored to your needs.
At Motz Wealth Management, we believe in wealth management that helps you thrive throughout the stages of your life. We strive to be your lifetime advisor, offering comprehensive financial planning and investment management that adapts with your changing needs. When you work with us, you will be welcomed as our family. You will find a comfortable office, a receptive team, and an ardent desire to understand you and your life. This is important to us because it helps us adapt your financial solutions to meet your needs, and because we truly have an interest in you and want to see you thrive. |
|
| Motz Wealth Management |
Jennifer |
Botzler |
Client Service Manager & Event Coordinator |
(215) 513-6240 |
WM |
Jennifer@MotzWealthManagement.com |
Admin@MotzWealthManagement.com |
140 Clemens Road, Suite 102 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-botzler-b1526b110/ |
|
1.983 |
|
|
https://www.linkedin.com/company/motz-wealth-management/ |
https://www.motzwealthmanagement.com/ |
Motz Wealth Management, a wealth management firm committed to making our clients feel heard, taken care of, and cared for. Here you will find fee-based financial planning and investment management that is custom-tailored to your needs.
At Motz Wealth Management, we believe in wealth management that helps you thrive throughout the stages of your life. We strive to be your lifetime advisor, offering comprehensive financial planning and investment management that adapts with your changing needs. When you work with us, you will be welcomed as our family. You will find a comfortable office, a receptive team, and an ardent desire to understand you and your life. This is important to us because it helps us adapt your financial solutions to meet your needs, and because we truly have an interest in you and want to see you thrive. |
|
| Motz Wealth Management |
Pamela |
Keim |
Client Service Manager |
(215) 513-6240 |
WM |
Pamela@MotzWealthManagement.com |
Admin@MotzWealthManagement.com |
140 Clemens Road, Suite 102 |
Harleysville |
PA |
19438 |
United States of America |
North America |
|
|
1.983 |
|
|
https://www.linkedin.com/company/motz-wealth-management/ |
https://www.motzwealthmanagement.com/ |
Motz Wealth Management, a wealth management firm committed to making our clients feel heard, taken care of, and cared for. Here you will find fee-based financial planning and investment management that is custom-tailored to your needs.
At Motz Wealth Management, we believe in wealth management that helps you thrive throughout the stages of your life. We strive to be your lifetime advisor, offering comprehensive financial planning and investment management that adapts with your changing needs. When you work with us, you will be welcomed as our family. You will find a comfortable office, a receptive team, and an ardent desire to understand you and your life. This is important to us because it helps us adapt your financial solutions to meet your needs, and because we truly have an interest in you and want to see you thrive. |
|
| Motz Wealth Management |
Karen |
Zartman |
Director of First Impressions and Administrative Assistant |
Direct: (215) 266-7087 |
WM |
Karen@MotzWealthManagement.com |
Admin@MotzWealthManagement.com |
140 Clemens Road, Suite 102 |
Harleysville |
PA |
19438 |
United States of America |
North America |
https://www.linkedin.com/in/karen-a-c-zartman/ |
|
1.983 |
|
|
https://www.linkedin.com/company/motz-wealth-management/ |
https://www.motzwealthmanagement.com/ |
Motz Wealth Management, a wealth management firm committed to making our clients feel heard, taken care of, and cared for. Here you will find fee-based financial planning and investment management that is custom-tailored to your needs.
At Motz Wealth Management, we believe in wealth management that helps you thrive throughout the stages of your life. We strive to be your lifetime advisor, offering comprehensive financial planning and investment management that adapts with your changing needs. When you work with us, you will be welcomed as our family. You will find a comfortable office, a receptive team, and an ardent desire to understand you and your life. This is important to us because it helps us adapt your financial solutions to meet your needs, and because we truly have an interest in you and want to see you thrive. |
|
| Mount Kemble Wealth Management Group - Morgan Stanley |
Steven |
Goldstein |
Senior Vice President, Financial Advisor |
(973) 425-8554 |
WM |
Steven.Goldstein@morganstanley.com |
|
1200 Mt Kemble Avenue, Floor 2 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/steven-goldstein-742891164/ |
|
|
|
|
|
https://advisor.morganstanley.com/mount-kemble-wealth-management-group#TeamCarousel |
As the financial world becomes more complex and your personal wealth becomes more complicated, careful planning and sound advice become even more important as you pursue your goals. Collaborating with a seasoned advisory team can help simplify your financial life, so you can focus your time and energy on the people and personal aspirations that matter most in your life. At The Mount Kemble Wealth Management Group, we offer a personalized approach to managing your wealth. We focus on what is most important to you and provide the skills, strategies and services needed to make more informed, confident decisions about your life, your family and your finances. |
|
| Mount Kemble Wealth Management Group - Morgan Stanley |
Susan |
Gnall |
Senior Vice President, Financial Advisor |
(973) 425-8514 |
WM |
Susan.Gnall@morganstanley.com |
|
1200 Mt Kemble Avenue, Floor 2 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/susan-e-gnall-12a06733/ |
|
|
|
|
|
https://advisor.morganstanley.com/mount-kemble-wealth-management-group#TeamCarousel |
As the financial world becomes more complex and your personal wealth becomes more complicated, careful planning and sound advice become even more important as you pursue your goals. Collaborating with a seasoned advisory team can help simplify your financial life, so you can focus your time and energy on the people and personal aspirations that matter most in your life. At The Mount Kemble Wealth Management Group, we offer a personalized approach to managing your wealth. We focus on what is most important to you and provide the skills, strategies and services needed to make more informed, confident decisions about your life, your family and your finances. |
|
| Mount Kemble Wealth Management Group - Morgan Stanley |
Daniel |
O'Neill |
Senior Vice President, Financial Advisor |
(973) 425-8559 |
WM |
Daniel.ONeill@morganstanley.com |
|
1200 Mt Kemble Avenue, Floor 2 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-o-neill-6b268a12/ |
|
|
|
|
|
https://advisor.morganstanley.com/mount-kemble-wealth-management-group#TeamCarousel |
As the financial world becomes more complex and your personal wealth becomes more complicated, careful planning and sound advice become even more important as you pursue your goals. Collaborating with a seasoned advisory team can help simplify your financial life, so you can focus your time and energy on the people and personal aspirations that matter most in your life. At The Mount Kemble Wealth Management Group, we offer a personalized approach to managing your wealth. We focus on what is most important to you and provide the skills, strategies and services needed to make more informed, confident decisions about your life, your family and your finances. |
|
| Mount Kemble Wealth Management Group - Morgan Stanley |
Jason |
Dacunha |
Financial Advisor |
(973) 425-8518 |
WM |
Jason.DaCunha@morganstanley.com |
|
1200 Mt Kemble Avenue, Floor 2 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/jason-dacunha-cfp®-00aaa562/ |
|
|
|
|
|
https://advisor.morganstanley.com/mount-kemble-wealth-management-group#TeamCarousel |
As the financial world becomes more complex and your personal wealth becomes more complicated, careful planning and sound advice become even more important as you pursue your goals. Collaborating with a seasoned advisory team can help simplify your financial life, so you can focus your time and energy on the people and personal aspirations that matter most in your life. At The Mount Kemble Wealth Management Group, we offer a personalized approach to managing your wealth. We focus on what is most important to you and provide the skills, strategies and services needed to make more informed, confident decisions about your life, your family and your finances. |
|
| Mountain Pacific Investment |
William "Bill" |
Palumbo |
Investment Adviser Representative / Principal |
(208) 336-1422 |
WM |
bpalumbo@mountain-pacific.com |
|
877 W. Main St. Suite 704 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
|
|
|
https://mountain-pacific.com/ |
Mountain Pacific Investment Advisers (Mountain Pacific) is an independent investment advisory firm located in Boise, Idaho. We focus on mid-capitalization growth stocks with a value orientation and conduct in-house research to select common stocks for long-term appreciation. We invest in bonds on a passive basis for income and portfolio balancing. Our firm is employee owned and our professionals have substantial experience in investment management, commercial banking, accounting, and operations. |
|
| Mountain Pacific Investment |
Chelsie |
Wasden |
Investment Adviser Representative / Chief Compliance Officer |
(208) 336-1422 |
WM |
cwasden@mountain-pacific.com |
|
877 W. Main St. Suite 704 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/chelsiewasden-cpa-cfp/ |
|
|
|
|
|
https://mountain-pacific.com/ |
Mountain Pacific Investment Advisers (Mountain Pacific) is an independent investment advisory firm located in Boise, Idaho. We focus on mid-capitalization growth stocks with a value orientation and conduct in-house research to select common stocks for long-term appreciation. We invest in bonds on a passive basis for income and portfolio balancing. Our firm is employee owned and our professionals have substantial experience in investment management, commercial banking, accounting, and operations. |
|
| Mountain Pacific Investment |
Bruce |
Reeder |
Investment Adviser Representative / Principal |
(208) 336-1422 |
WM |
breeder@mountain-pacific.com |
|
877 W. Main St. Suite 704 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
|
|
|
https://mountain-pacific.com/ |
Mountain Pacific Investment Advisers (Mountain Pacific) is an independent investment advisory firm located in Boise, Idaho. We focus on mid-capitalization growth stocks with a value orientation and conduct in-house research to select common stocks for long-term appreciation. We invest in bonds on a passive basis for income and portfolio balancing. Our firm is employee owned and our professionals have substantial experience in investment management, commercial banking, accounting, and operations. |
|
| Mountain Pacific Investment |
Matthew "Matt" |
Lindstrom |
Investment Adviser Representative |
(208) 336-1422 |
WM |
bpalumbo@mountain-pacific.com |
|
877 W. Main St. Suite 704 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-m-lindstrom-6a004b6/ |
|
|
|
|
|
https://mountain-pacific.com/ |
Mountain Pacific Investment Advisers (Mountain Pacific) is an independent investment advisory firm located in Boise, Idaho. We focus on mid-capitalization growth stocks with a value orientation and conduct in-house research to select common stocks for long-term appreciation. We invest in bonds on a passive basis for income and portfolio balancing. Our firm is employee owned and our professionals have substantial experience in investment management, commercial banking, accounting, and operations. |
|
| Mountain Pacific Investment |
Nathan "Nate" |
Oakley |
Investment Adviser Representative |
(208) 336-1422 |
WM |
bpalumbo@mountain-pacific.com |
|
877 W. Main St. Suite 704 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
|
|
|
https://mountain-pacific.com/ |
Mountain Pacific Investment Advisers (Mountain Pacific) is an independent investment advisory firm located in Boise, Idaho. We focus on mid-capitalization growth stocks with a value orientation and conduct in-house research to select common stocks for long-term appreciation. We invest in bonds on a passive basis for income and portfolio balancing. Our firm is employee owned and our professionals have substantial experience in investment management, commercial banking, accounting, and operations. |
|
| Mowery & Schoenfeld Wealth Management |
Jeffery |
Mowery |
Managing Partner |
(847) 281-3502 |
WM |
JMowery@msllc.com |
|
475 Half Day Road, Suite 500 |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-mowery-47280613/ |
|
1.996 |
|
|
https://www.linkedin.com/company/msllccpas/?originalSubdomain=ph |
https://www.msllc.com/ |
Mowery & Schoenfeld is one of the Chicago area's leading accounting, tax and consulting firms serving the needs of fast growing, mid-sized companies. Our highly trained CPAs and advisors will tailor solutions to help you and your company grow and become more profitable. We examine every factor affecting your company's profitability, and we help you plan accordingly. |
|
| Mowery & Schoenfeld Wealth Management |
Keith |
Schoenfeld |
Assurance Partner |
(847) 281-3504 |
WM |
kschoenfeld@msllc.com |
|
475 Half Day Road, Suite 500 |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/keith-schoenfeld-15725b/ |
|
1.996 |
|
|
https://www.linkedin.com/company/msllccpas/?originalSubdomain=ph |
https://www.msllc.com/ |
Mowery & Schoenfeld is one of the Chicago area's leading accounting, tax and consulting firms serving the needs of fast growing, mid-sized companies. Our highly trained CPAs and advisors will tailor solutions to help you and your company grow and become more profitable. We examine every factor affecting your company's profitability, and we help you plan accordingly. |
|
| Mowery & Schoenfeld Wealth Management |
Steven |
Gillhaus |
Director of Wealth Management |
(847) 281-3606 |
WM |
sgillhaus@msllc.com |
|
475 Half Day Road, Suite 500 |
Lincolnshire |
IL |
60069 |
United States of America |
North America |
https://www.linkedin.com/in/steve-gillhaus-cpa-cfa-3a239311/ |
|
1.996 |
|
|
https://www.linkedin.com/company/msllccpas/?originalSubdomain=ph |
https://www.msllc.com/ |
Mowery & Schoenfeld is one of the Chicago area's leading accounting, tax and consulting firms serving the needs of fast growing, mid-sized companies. Our highly trained CPAs and advisors will tailor solutions to help you and your company grow and become more profitable. We examine every factor affecting your company's profitability, and we help you plan accordingly. |
|
| MPI Wealth Management, LLC |
David |
Pequet |
CEO, President, Managing Director |
(800) 237-0930 |
WM |
dave@mpi-invest.com |
info@mpi-invest.com |
15 Salt Creek Lane, Suite 404 |
Hinsdale |
IL |
60521 |
United States of America |
North America |
https://www.linkedin.com/in/davepequet/ |
|
1.986 |
|
|
|
https://www.mpiwealthmanagement.com/ |
MPI is an independent registered investment advisor (RIA) that specializes in conservative separately managed equity, fixed income and balanced account management. MPI takes fiduciary responsibility and always puts the client's best interest first. |
|
| MPI Wealth Management, LLC |
Matthew |
Pequet |
SVP, Managing Director |
(630) 325-6900 |
WM |
matt@mpi-invest.com |
info@mpi-invest.com |
15 Salt Creek Lane, Suite 404 |
Hinsdale |
IL |
60521 |
United States of America |
North America |
https://www.linkedin.com/in/matt-pequet-317686106/ |
|
1.986 |
|
|
|
https://www.mpiwealthmanagement.com/ |
MPI is an independent registered investment advisor (RIA) that specializes in conservative separately managed equity, fixed income and balanced account management. MPI takes fiduciary responsibility and always puts the client's best interest first. |
|
| MPM Wealth Advisors, Inc. |
Glenn |
Seabolt |
Investment Advisor Representative |
(419) 861-1400 |
WM |
g.seabolt@mpmwealth.com |
info@mpmwealth.com |
7429 International Drive, Suite A |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/glennseabolt/ |
|
1.995 |
$475M |
|
https://www.linkedin.com/company/mpm-wealth-advisors/ |
http://mpmwealth.com/ |
MPM Wealth Advisors was founded in 1995 by Bryan Ohm and G. Thomas Damasco. After spending over 10 years working for a major Wall Street brokerage firm, the two ventured off on their own in pursuit of a more holistic approach to their clients’ wealth management needs. Since then, the two have worked tirelessly to build a team focused on providing a comfortable and service-oriented investing experience. |
|
| MPM Wealth Advisors, Inc. |
Bryan |
Ohm |
President, Investment Advisor Rep. |
(419) 861-1400 |
WM |
b.ohm@mpmwealth.com |
info@mpmwealth.com |
7429 International Drive, Suite A |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-ohm-89905828/ |
|
1.995 |
$475M |
|
https://www.linkedin.com/company/mpm-wealth-advisors/ |
http://mpmwealth.com/ |
MPM Wealth Advisors was founded in 1995 by Bryan Ohm and G. Thomas Damasco. After spending over 10 years working for a major Wall Street brokerage firm, the two ventured off on their own in pursuit of a more holistic approach to their clients’ wealth management needs. Since then, the two have worked tirelessly to build a team focused on providing a comfortable and service-oriented investing experience. |
|
| MRA Associates |
Bradley |
Lemon |
Managing Partner |
(602) 468-5766, (602) 617-7632 |
WM |
blemon@mraassociates.com |
|
3200 E. Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/bradlemon/ |
|
1.991 |
$3B |
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| MRA Associates |
Mark |
Feldman |
Managing Partner & Chief Executive Officer |
(602) 396-7009, (480) 559-1130 |
WM |
mfeldman@mraassociates.com |
|
3200 E. Camelback Road, Suite 300 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/markfeldmanaz/ |
|
1.991 |
$3B |
|
https://www.linkedin.com/company/mraassociates/ |
https://www.mraassociates.com/ |
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. |
|
| MST Wealth Advisors, LLC |
Mark |
McCall |
Partner |
(412) 635-9314 |
WM |
mmccall@mstcpas.com |
info@mstcpas.com |
5500 Corporate Drive Suite 240 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
https://www.linkedin.com/in/mark-mccall-a3aa8a32/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mccall-scanlon-&-tice-llc/ |
https://www.mstcpas.com/ |
McCall Scanlon & Tice, LLC (MST) CPAs specializes in providing comprehensive Accounting Services including Tax Planning & Preparation, Audit, Business Valuations, Financial Reporting, Pro-Advisor QuickBooks expertise, IRS Representation and Attest Services. |
|
| MST Wealth Advisors, LLC |
Ronald |
Scanlon |
Partner |
(412) 635-9314 |
WM |
rscanlon@mstcpas.com |
info@mstcpas.com |
5500 Corporate Drive Suite 240 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-scanlon-cpa-55804114/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mccall-scanlon-&-tice-llc/ |
https://www.mstcpas.com/ |
McCall Scanlon & Tice, LLC (MST) CPAs specializes in providing comprehensive Accounting Services including Tax Planning & Preparation, Audit, Business Valuations, Financial Reporting, Pro-Advisor QuickBooks expertise, IRS Representation and Attest Services. |
|
| MST Wealth Advisors, LLC |
Richard |
Tice |
Managing Partner |
(412) 635-9314 |
WM |
rtice@mstcpas.com |
info@mstcpas.com |
5500 Corporate Drive Suite 240 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
https://www.linkedin.com/in/richard-tice-0583673b/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mccall-scanlon-&-tice-llc/ |
https://www.mstcpas.com/ |
McCall Scanlon & Tice, LLC (MST) CPAs specializes in providing comprehensive Accounting Services including Tax Planning & Preparation, Audit, Business Valuations, Financial Reporting, Pro-Advisor QuickBooks expertise, IRS Representation and Attest Services. |
|
| MST Wealth Advisors, LLC |
Richard |
Kovach |
Partner |
(412) 635-9314 |
WM |
rkovach@mstcpas.com |
info@mstcpas.com |
5500 Corporate Drive Suite 240 |
Pittsburgh |
PA |
15237 |
United States of America |
North America |
https://www.linkedin.com/in/rich-kovach-21510763/ |
|
2.008 |
|
|
https://www.linkedin.com/company/mccall-scanlon-&-tice-llc/ |
https://www.mstcpas.com/ |
McCall Scanlon & Tice, LLC (MST) CPAs specializes in providing comprehensive Accounting Services including Tax Planning & Preparation, Audit, Business Valuations, Financial Reporting, Pro-Advisor QuickBooks expertise, IRS Representation and Attest Services. |
|
| Mulvihill Capital Management Inc. |
John |
Mulvihill |
Vice President & Portfolio Manager |
(416) 681-3966 |
WM |
jpm@mulvihill.com |
info@mulvihill.com |
121 King Street West, Suite 2600, Standard Life Centre, P.O. Box 113 |
Toronto |
ON |
M5H 3T9 |
Canada |
North America |
https://www.linkedin.com/in/john-mulvihill-cfa-4a8a2b24/ |
|
1.995 |
$400M |
|
https://www.linkedin.com/company/mulvihillcapitalmanagement/?originalSubdomain=ca |
http://mulvihill.com/ |
Mulvihill provides customized strategies and experienced advice that you can trust when it comes to handling unique investment situations, and asset allocation decisions. |
|
| Murphy & Sylvest |
Thomas |
Murphy |
CEO |
(214) 373-8362 |
WM |
tmurphy@murphysylvest.com |
info@murphysylvest.com |
13355 Noel Rd., Suite 300 |
Dallas |
TX |
75240 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-&-sylvest/ |
https://murphysylvest.com/ |
Wealth Management firm that strives to help you achieve your financial goals through comprehensive financial planning services or individualized services in retirement planning, investment planning, insurance planning, educational planning, business planning, estate planning, or asset protection. |
|
| Murphy & Sylvest |
Susan |
Sylvest |
Chief Investment Officer and Founding Partner |
(214) 373-8362 |
WM |
ssylvest@murphysylvest.com |
info@murphysylvest.com |
13355 Noel Rd., Suite 300 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/susan-sylvest-4b72799/ |
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-&-sylvest/ |
https://murphysylvest.com/ |
Wealth Management firm that strives to help you achieve your financial goals through comprehensive financial planning services or individualized services in retirement planning, investment planning, insurance planning, educational planning, business planning, estate planning, or asset protection. |
|
| Murphy & Sylvest |
Kathaleen |
Bauer |
SVP |
(214) 373-8362 |
WM |
kbauer@murphysylvest.com |
info@murphysylvest.com |
13355 Noel Rd., Suite 300 |
Dallas |
TX |
75240 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-&-sylvest/ |
https://murphysylvest.com/ |
Wealth Management firm that strives to help you achieve your financial goals through comprehensive financial planning services or individualized services in retirement planning, investment planning, insurance planning, educational planning, business planning, estate planning, or asset protection. |
|
| Murphy & Sylvest |
Cathy |
Caddell |
Chief of Operations |
(214) 373-8362 |
WM |
ccaddell@murphysylvest.com |
info@murphysylvest.com |
13355 Noel Rd., Suite 300 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/catherine-caddell-45673836/ |
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-&-sylvest/ |
https://murphysylvest.com/ |
Wealth Management firm that strives to help you achieve your financial goals through comprehensive financial planning services or individualized services in retirement planning, investment planning, insurance planning, educational planning, business planning, estate planning, or asset protection. |
|
| Murphy & Sylvest |
Adrienne |
Anthony |
Director of Financial Planning |
(214) 373-8362 |
WM |
aanthony@murphysylvest.com |
info@murphysylvest.com |
13355 Noel Rd., Suite 300 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/adrienne-anthony-48538974/ |
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-&-sylvest/ |
https://murphysylvest.com/ |
Wealth Management firm that strives to help you achieve your financial goals through comprehensive financial planning services or individualized services in retirement planning, investment planning, insurance planning, educational planning, business planning, estate planning, or asset protection. |
|
| Murphy Wealth Management Group |
Daniel |
Murphy |
Founder and President |
(845) 226-1200 |
WM |
dmurphy@murphywealth.com |
|
60 Merritt Boulevard, Suite 106 |
Fishkill |
NY |
12524 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-murphy-19a86673/ |
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-wealth-management-group/ |
https://www.murphywealth.com/ |
At Murphy Wealth, we have over fifty years of combined experience exceeding our clients’ expectations. We invest the time necessary to fully understand your financial goals before we begin discussing any type of planning. Only after we have a deep understanding of what is important to you and your family do we customize a wealth plan to help you pursue and strive to reach your desired outcome. Our dedicated staff will walk you step-by-step through the entire process. We make sure from the start that the transition to our firm is seamless and that you’re 100 percent comfortable with every aspect of our relationship. We work hard to ensure that the results you achieve are in line with your expectations and risk temperament. |
|
| Murphy Wealth Management Group |
Mark |
Manning |
Financial Advisor |
(845) 226-1200 |
WM |
mmanning@murphywealth.com |
|
60 Merritt Boulevard, Suite 106 |
Fishkill |
NY |
12524 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-wealth-management-group/ |
https://www.murphywealth.com/ |
At Murphy Wealth, we have over fifty years of combined experience exceeding our clients’ expectations. We invest the time necessary to fully understand your financial goals before we begin discussing any type of planning. Only after we have a deep understanding of what is important to you and your family do we customize a wealth plan to help you pursue and strive to reach your desired outcome. Our dedicated staff will walk you step-by-step through the entire process. We make sure from the start that the transition to our firm is seamless and that you’re 100 percent comfortable with every aspect of our relationship. We work hard to ensure that the results you achieve are in line with your expectations and risk temperament. |
|
| Murphy Wealth Management Group |
Seth |
Rivers |
Wealth Advisor |
(845) 226-1200 |
WM |
srivers@murphywealth.com |
|
60 Merritt Boulevard, Suite 106 |
Fishkill |
NY |
12524 |
United States of America |
North America |
https://www.linkedin.com/in/seth-a-rivers-a18bba13/ |
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-wealth-management-group/ |
https://www.murphywealth.com/ |
At Murphy Wealth, we have over fifty years of combined experience exceeding our clients’ expectations. We invest the time necessary to fully understand your financial goals before we begin discussing any type of planning. Only after we have a deep understanding of what is important to you and your family do we customize a wealth plan to help you pursue and strive to reach your desired outcome. Our dedicated staff will walk you step-by-step through the entire process. We make sure from the start that the transition to our firm is seamless and that you’re 100 percent comfortable with every aspect of our relationship. We work hard to ensure that the results you achieve are in line with your expectations and risk temperament. |
|
| Murphy Wealth Management Group |
Nicole |
Woods |
Administrative Assistant |
(845) 226-1200 |
WM |
nwoods@murphywealth.com |
|
60 Merritt Boulevard, Suite 106 |
Fishkill |
NY |
12524 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/murphy-wealth-management-group/ |
https://www.murphywealth.com/ |
At Murphy Wealth, we have over fifty years of combined experience exceeding our clients’ expectations. We invest the time necessary to fully understand your financial goals before we begin discussing any type of planning. Only after we have a deep understanding of what is important to you and your family do we customize a wealth plan to help you pursue and strive to reach your desired outcome. Our dedicated staff will walk you step-by-step through the entire process. We make sure from the start that the transition to our firm is seamless and that you’re 100 percent comfortable with every aspect of our relationship. We work hard to ensure that the results you achieve are in line with your expectations and risk temperament. |
|
| Mutual Trust Advisory Group |
Scott |
Schatzle |
Founder |
(239) 204-4333 |
WM |
scott@mtagrp.com |
|
6830 Porto Fino Circle, Suite 1 |
Fort Myers |
FL |
33912 |
United States of America |
North America |
https://www.linkedin.com/in/scott-r-schatzle-cfp®-6a5ba292/ |
|
2.013 |
|
|
https://www.linkedin.com/company/mutual-trust-advisory-group/ |
https://mutualtrustadvisorygroup.com/ |
As a financial advisor, Mutual Trust Advisory Group is uniquely positioned to act in the best interest of our clients. Serving with meaning is at the heart of all we do, the foundation of a relationship built on trust in guiding our clients financial welfare. Our heart to truly serve will become apparent quickly. We evaluate every aspect of your financial welfare – beyond investments. We go the extra mile to consider every detail of your financial future and how it fits with your investment strategy. |
|
| MWS Capital Consultants |
Matthew |
Shapiro |
Founder & President |
(312) 741-1022 |
WM |
mshapiro@mwscapital.com |
mwscapital@mwscapital.com |
161 N Clark Street, 16th Floor |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/matthewshapiromwscapital/ |
|
|
|
|
|
https://mwscapital.com/ |
MWS Capital provides comprehensive investment counsel along with access to a wide range of investments and services that help us serve the needs of our clients. Client accounts enjoy the security of independent custodian and account services through the leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators. MWS Capital does not advertise its services to residents of states outside of Illinois. |
|
| MyCIO Wealth Partners LLC |
David |
Lees |
Senior Partner |
(267) 295-2281 |
WM |
david.lees@myciowp.com |
|
2929 Walnut Street, Suite 1200 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/david-lees-b8501b127/ |
|
2.005 |
$5.7B |
|
https://www.linkedin.com/company/mycio-wealth-partners/ |
http://www.myciowp.com/ |
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $7.37 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. |
|
| MyCIO Wealth Partners LLC |
James |
Biles |
Partner, Financial Analyst |
(267) 295-2280 |
WM |
james.biles@myciowp.com |
|
2929 Walnut Street, Suite 1200 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/jim-biles-3946a8/ |
|
2.005 |
$5.7B |
|
https://www.linkedin.com/company/mycio-wealth-partners/ |
http://www.myciowp.com/ |
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $7.37 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. |
|
| MyCIO Wealth Partners, LLC |
Paul |
Joseph Bracaglia |
Partner |
(267) 295-2280 |
WM |
paul.bracaglia@myciowp.com |
|
2929 Walnut Street, Suite 1200 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/paul-bracaglia-9a41b4a/ |
|
2.005 |
$5.7B |
|
https://www.linkedin.com/company/mycio-wealth-partners/ |
http://www.myciowp.com/ |
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $7.37 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. |
|
| MyCIO Wealth Partners, LLC |
Justin |
Pagliei |
Partner |
(267) 295-2280 |
WM |
justin.pagliei@myciowp.com |
|
2929 Walnut Street, Suite 1200 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/justin-pagliei-cfa-cfp-63129613/ |
|
2.005 |
$5.7B |
|
https://www.linkedin.com/company/mycio-wealth-partners/ |
http://www.myciowp.com/ |
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $7.37 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. |
|
| Myriad Capital |
Riad |
Shanawany |
President and CEO |
(954) 464-7423 |
WM |
riad@myriad-capital.com |
|
6750 N. Andrews Ave, Suite 200 |
Lady Lake |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/riadshanawany/ |
|
|
|
|
|
https://www.myriad-capital.com/ |
Myriad Capital is an independent, privately owned firm with a singular focus on comprehensive wealth management for busy professionals, families, their family businesses, and their trusts. As a private firm, we are in one business only: private client wealth management. Few investment decisions are as important as a comprehensive financial plan. It is the blueprint for your investment, legacy, and tax plans. Our multi-step process involves understanding specific client goals and developing, implementing, and monitoring a customized wealth plan to achieve those goals. Our commitment is to help select individuals and families to grow and preserve their wealth. We strive for multi-generational planning and think of generations, not quarters. |
|
| Myriad Capital |
Scott |
Belanger |
Vice President |
(954) 770-4049 |
WM |
scott@myriad-capital.com |
|
6750 N. Andrews Ave, Suite 200 |
Lady Lake |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/scottpbelanger/ |
|
|
|
|
|
https://www.myriad-capital.com/ |
Myriad Capital is an independent, privately owned firm with a singular focus on comprehensive wealth management for busy professionals, families, their family businesses, and their trusts. As a private firm, we are in one business only: private client wealth management. Few investment decisions are as important as a comprehensive financial plan. It is the blueprint for your investment, legacy, and tax plans. Our multi-step process involves understanding specific client goals and developing, implementing, and monitoring a customized wealth plan to achieve those goals. Our commitment is to help select individuals and families to grow and preserve their wealth. We strive for multi-generational planning and think of generations, not quarters. |
|
| Nadler Financial Group |
Michael |
Nadler |
Founder and President, CoCIO |
(847) 940-4040 |
WM |
mnadler@nadlerfinancial.com |
nadler@nadlerfinancial.com |
155 N. Pfingsten Rd. Suite 160 |
Deerfield |
IL |
60015 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/nadler-financial-group/ |
https://www.nadlerfinancial.com/ |
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits. |
|
| Nadler Financial Group |
Rebecca |
Raff |
Senior Wealth Manager & Director of Financial Planning |
(847) 940-4040 |
WM |
rebecca@nadlerfinancial.com |
nadler@nadlerfinancial.com |
155 N. Pfingsten Rd. Suite 160 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-raff-cfp%25C2%25AE-03b393109/ |
|
1.999 |
|
|
https://www.linkedin.com/company/nadler-financial-group/ |
https://www.nadlerfinancial.com/ |
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits. |
|
| Nadler Financial Group |
David |
Rosenberg |
Director of Investment Management, CO-CIO |
(847) 282-9064 |
WM |
drosenberg@nadlerfinancial.com |
nadler@nadlerfinancial.com |
155 N. Pfingsten Rd. Suite 160 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/dkrosenberg/ |
|
1.999 |
|
|
https://www.linkedin.com/company/nadler-financial-group/ |
https://www.nadlerfinancial.com/ |
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits. |
|
| Nadler Financial Group |
Katie |
Krase |
Senior Operations Manager & Director of Operations |
Direct: (847) 282-9063 |
WM |
katie@nadlerfinancial.com |
nadler@nadlerfinancial.com |
155 N. Pfingsten Rd. Suite 160 |
Deerfield |
IL |
60015 |
United States of America |
North America |
|
|
1.999 |
|
kkrase@nadlerfinancial.com |
https://www.linkedin.com/company/nadler-financial-group/ |
https://www.nadlerfinancial.com/ |
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits. |
|
| Nadler Financial Group |
Rachelle |
Palmer |
Senior Operations Manager |
(847) 940-4040 |
WM |
rpalmer@nadlerfinancial.com |
nadler@nadlerfinancial.com |
155 N. Pfingsten Rd. Suite 160 |
Deerfield |
IL |
60015 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/nadler-financial-group/ |
https://www.nadlerfinancial.com/ |
Nadler Financial Group is a boutique financial services firm specializing in financial planning, wealth management, and employee benefits. |
|
| Naples Private Wealth |
Chad |
Barancyk |
Founder & President |
(239) 302-2690 |
WM |
cbarancyk@napleswealth.com |
advice@napleswealth.com |
180 Ninth Street South, Suite 203 |
Naples |
FL |
34102 |
United States of America |
North America |
https://www.linkedin.com/in/chad-barancyk-7237773/ |
Comprehensive Financial Planning, Tax Planning, Insurance Planning, Investment Planning, Estate Planning, Customer Service, Business Planning |
2.011 |
|
|
https://www.linkedin.com/company/naples-private-wealth/ |
http://www.napleswealth.com/ |
Naples Private Wealth is a comprehensive, independent Wealth Management Firm. We focus on addressing our clients Most Important financial priorities. From creating wealth through innovative investment strategies to preserving assets for future generations, our goal is to help you define and achieve your financial freedom.
Your wealth is the result of hard work and a productive life. Whether you are a business owner, recently retired, or still focused on your retirement goals, we focus on you. Managing current employer sponsored plans, IRA/401k rollovers, trusts and inherited assets. |
|
| Naples Private Wealth |
Jeff |
Verbance |
Vice President |
(239) 302-2690 |
WM |
jverbance@NaplesWealth.com |
advice@napleswealth.com |
180 Ninth Street South, Suite 203 |
Naples |
FL |
34102 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-verbance-471a341/ |
Comprehensive Financial Planning, Tax Planning, Insurance Planning, Investment Planning, Estate Planning, Customer Service, Business Planning |
2.011 |
|
|
https://www.linkedin.com/company/naples-private-wealth/ |
http://www.napleswealth.com/ |
Naples Private Wealth is a comprehensive, independent Wealth Management Firm. We focus on addressing our clients Most Important financial priorities. From creating wealth through innovative investment strategies to preserving assets for future generations, our goal is to help you define and achieve your financial freedom.
Your wealth is the result of hard work and a productive life. Whether you are a business owner, recently retired, or still focused on your retirement goals, we focus on you. Managing current employer sponsored plans, IRA/401k rollovers, trusts and inherited assets. |
|
| National Bank Financial Wealth Management |
Carl |
Parent |
Portfolio Manager, SVP |
(514) 879-2410 |
WM |
carl.parent@bnc.ca |
info@nbf.ca |
1155 Metcalfe 5th Floor |
Montreal |
QC |
H3B 4S9 |
Canada |
North America |
https://www.linkedin.com/in/carl-parent-cfa-fcsi-cmt-b68a101/ |
|
1.902 |
|
|
https://www.linkedin.com/company/financi-re-banque-nationale/ |
https://nbfwm.ca/ |
Keep up with National Bank Financial — Wealth Management's activities and industry news. Experts recognize our Financial Research Department as one of the best in Canada. Our team monitors daily the major economic trends and carefully observes the socio-political events that may affect the markets and, consequently, your wealth. |
|
| National Bank Financial Wealth Management |
Serge |
Paiement |
Portfolio Manager, SVP & Director |
(514) 879-5173 |
WM |
serge.paiement@bnc.ca |
info@nbf.ca |
1155 Metcalfe 5th Floor |
Montreal |
QC |
H3B 4S9 |
Canada |
North America |
https://www.linkedin.com/in/sergepaiement/ |
|
1.902 |
|
|
https://www.linkedin.com/company/financi-re-banque-nationale/ |
https://nbfwm.ca/ |
Keep up with National Bank Financial — Wealth Management's activities and industry news. Experts recognize our Financial Research Department as one of the best in Canada. Our team monitors daily the major economic trends and carefully observes the socio-political events that may affect the markets and, consequently, your wealth. |
|
| National Bank Financial Wealth Management |
Vincent |
Compagnat |
Portfolio Manager, SVP |
(514) 871-4459 |
WM |
vincent.compagnat@bnc.ca |
info@nbf.ca |
1155 Metcalfe 5th Floor |
Montreal |
QC |
H3B 4S9 |
Canada |
North America |
|
|
1.902 |
|
|
https://www.linkedin.com/company/financi-re-banque-nationale/ |
https://nbfwm.ca/ |
Keep up with National Bank Financial — Wealth Management's activities and industry news. Experts recognize our Financial Research Department as one of the best in Canada. Our team monitors daily the major economic trends and carefully observes the socio-political events that may affect the markets and, consequently, your wealth. |
|
| National Bank Financial Wealth Management |
Martin |
Lavigne |
President |
(514) 879-2222 |
WM |
martin.lavigne@bnc.ca |
info@nbf.ca |
1155 Metcalfe 5th Floor |
Montreal |
QC |
H3B 4S9 |
Canada |
North America |
https://www.linkedin.com/in/lavignemartin/ |
|
1.902 |
|
|
https://www.linkedin.com/company/financi-re-banque-nationale/ |
https://nbfwm.ca/ |
Keep up with National Bank Financial — Wealth Management's activities and industry news. Experts recognize our Financial Research Department as one of the best in Canada. Our team monitors daily the major economic trends and carefully observes the socio-political events that may affect the markets and, consequently, your wealth. |
|
| National Private Client Group |
Julie Ann |
Hepburn |
Founder and Principal |
(312) 957-9400 |
WM |
jhepburn@nationalprivate.com |
info@nationalprivate.com |
3712 N. Broadway, Suite 190 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/juhepburn/ |
|
|
|
|
|
http://www.nationalprivate.com |
National Private Client Group, Inc., a financial advisory firm headquartered in Chicago, which promotes sound wealth building principles that leave behind the broken system of typical financial planning. |
|
| Natixis Wealth Management |
David |
Giunta |
President and CEO |
(617) 449-2100 |
WM |
david.giunta@natixis.com |
|
888 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
|
|
|
$1.017B |
|
https://www.linkedin.com/company/natixis-investment-managers/ |
https://www.im.natixis.com/ |
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets.
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. |
|
| Natixis Wealth Management |
Cyril |
Marie |
CFO and Head of Strategy & Corporate Development |
(617) 449-2100 |
WM |
cyril.marie@natixis.com |
|
888 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/cyril-marie-05465a35/ |
|
|
$1.017B |
|
https://www.linkedin.com/company/natixis-investment-managers/ |
https://www.im.natixis.com/ |
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets.
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. |
|
| Navesink Wealth Management |
Peter |
Graham Sr |
Financial Consultant |
(732) 671-8855 x11 |
WM |
pgraham@navesinkwealth.com |
info@navesinkwealth.com |
8 Tindall Road |
Middletown |
NJ |
07748 |
United States of America |
North America |
https://www.linkedin.com/in/petergraham1/ |
|
|
|
|
|
http://www.navesinkwealth.com/ |
Navesink Wealth Management is an Independent Investment Consulting Firm focused on comprehensive financial services and personalized wealth management. Locally owned and managed, we are committed to providing objective advice and services to individuals, families, businesses, institutions, and foundations.
We welcome the opportunity to explore your personal financial situation and gain your trust and confidence. |
|
| Navesink Wealth Management |
Michael |
Giordano |
Financial Consultant |
(732) 671-8855 x12 |
WM |
mgiordano@navesinkwealth.com |
info@navesinkwealth.com |
8 Tindall Road |
Middletown |
NJ |
07748 |
United States of America |
North America |
https://www.linkedin.com/in/michaelgiordanonwm/ |
|
|
|
|
|
http://www.navesinkwealth.com/ |
Navesink Wealth Management is an Independent Investment Consulting Firm focused on comprehensive financial services and personalized wealth management. Locally owned and managed, we are committed to providing objective advice and services to individuals, families, businesses, institutions, and foundations.
We welcome the opportunity to explore your personal financial situation and gain your trust and confidence. |
|
| Navesink Wealth Management |
Peter |
Graham, Jr |
Financial Consultant |
(203) 202-2097 |
WM |
pgrahamjr@navesinkwealth.com |
info@navesinkwealth.com |
8 Tindall Road |
Middletown |
NJ |
07748 |
United States of America |
North America |
|
|
|
|
|
|
http://www.navesinkwealth.com/ |
Navesink Wealth Management is an Independent Investment Consulting Firm focused on comprehensive financial services and personalized wealth management. Locally owned and managed, we are committed to providing objective advice and services to individuals, families, businesses, institutions, and foundations.
We welcome the opportunity to explore your personal financial situation and gain your trust and confidence. |
|
| Navigoe Wealth Management |
Scott |
Leonard |
Founding Partner, Financial Navigator |
(310) 697-0400 |
WM |
scott@Navigoe.com |
Info@Navigoe.com |
417 Beryl Street |
Redondo Beach |
CA |
90277 |
United States of America |
North America |
https://www.linkedin.com/in/scottleonardcfp/ |
|
1.996 |
|
|
https://www.linkedin.com/company/navigoe-llc/ |
https://www.navigoe.com/ |
Navigoe is a full-service financial planning firm based in Redondo Beach, California. We offer fee-only financial advice to people throughout Southern California that is free from the conflicts of interest created by the pay-for-product stock brokerage, bank or insurance company model. |
|
| Navigoe Wealth Management |
Eric |
Toya |
Partner, Financial Navigator |
(310) 697-0400 |
WM |
eric@Navigoe.com |
Info@Navigoe.com |
417 Beryl Street |
Redondo Beach |
CA |
90277 |
United States of America |
North America |
https://www.linkedin.com/in/erictoya/ |
|
1.996 |
|
|
https://www.linkedin.com/company/navigoe-llc/ |
https://www.navigoe.com/ |
Navigoe is a full-service financial planning firm based in Redondo Beach, California. We offer fee-only financial advice to people throughout Southern California that is free from the conflicts of interest created by the pay-for-product stock brokerage, bank or insurance company model. |
|
| Navigoe Wealth Management |
Diana |
Bouch |
Director of Operations |
(310) 697-0400 |
WM |
diana@Navigoe.com |
Info@Navigoe.com |
417 Beryl Street |
Redondo Beach |
CA |
90277 |
United States of America |
North America |
https://www.linkedin.com/in/diana-bouch-64b9031b/ |
|
1.996 |
|
|
https://www.linkedin.com/company/navigoe-llc/ |
https://www.navigoe.com/ |
Navigoe is a full-service financial planning firm based in Redondo Beach, California. We offer fee-only financial advice to people throughout Southern California that is free from the conflicts of interest created by the pay-for-product stock brokerage, bank or insurance company model. |
|
| Nb-Az Wealth Management |
Jonathan |
Poure |
Vice President, Wealth Advisor |
(480) 384-5034 |
WM |
JPoure@nbarizona.com |
|
4040 E. Camelback Road, Suite 100 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
|
|
1.984 |
|
|
https://www.linkedin.com/company/national-bank-of-arizona/ |
https://www.nbarizona.com/ |
Nb AZ Wealth Management is in the Management Services business. |
|
| Nb-Az Wealth Management |
Paul |
Solie |
Vice President, Wealth Advisor |
(480) 384-5036 |
WM |
Paul.Solie@nbarizona.com |
|
4040 E. Camelback Road, Suite 100 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
|
|
1.984 |
|
|
https://www.linkedin.com/company/national-bank-of-arizona/ |
https://www.nbarizona.com/ |
Nb AZ Wealth Management is in the Management Services business. |
|
| Nb-Az Wealth Management |
Jason |
Gove |
Vice President, Wealth Advisor |
(480) 384-5035 |
WM |
JGove@nbarizona.com |
|
4040 E. Camelback Road, Suite 100 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/jagove/ |
|
1.984 |
|
|
https://www.linkedin.com/company/national-bank-of-arizona/ |
https://www.nbarizona.com/ |
Nb AZ Wealth Management is in the Management Services business. |
|
| NCA Financial Planners |
Dennis |
Lehman |
Partner & Senior Financial Advisor |
(440) 473-1115 EXT. 212 |
WM |
dlehman@ncafinancial.com |
ljackson@ncafinancial.com |
6095 Parkland Blvd. Suite 210 |
Mayfield Heights |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/dennis-lehman-18769a12/ |
|
|
|
|
https://www.linkedin.com/company/nca-financial-planners/ |
https://www.ncafinancial.com/ |
NCA Financial Planners is an independent, full-service financial planning firm in Cleveland, Ohio. NCA’s professional and support staff of more than 25 employees provide investment advice and wealth management, retirement planning, estate planning and tax planning services to a broad range of professionals and retirees. For over 30 years, we have been helping clients achieve their financial goals. |
|
| NCA Financial Planners |
Mary |
Durra |
Vice President & Senior Financial Advisor |
(440) 473-1115 EXT. 211 |
WM |
mdurra@ncafinancial.com |
ljackson@ncafinancial.com |
6095 Parkland Blvd. Suite 210 |
Mayfield Heights |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/mary-durra-cfp®-0969838/ |
|
|
|
|
https://www.linkedin.com/company/nca-financial-planners/ |
https://www.ncafinancial.com/ |
NCA Financial Planners is an independent, full-service financial planning firm in Cleveland, Ohio. NCA’s professional and support staff of more than 25 employees provide investment advice and wealth management, retirement planning, estate planning and tax planning services to a broad range of professionals and retirees. For over 30 years, we have been helping clients achieve their financial goals. |
|
| NCA Financial Planners |
Amy |
Smith |
Associate |
(440) 473-1115 Ext. 228 |
WM |
asmith@ncafinancial.com |
ljackson@ncafinancial.com |
6095 Parkland Blvd. Suite 210 |
Mayfield Heights |
OH |
44124 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/nca-financial-planners/ |
https://www.ncafinancial.com/ |
NCA Financial Planners is an independent, full-service financial planning firm in Cleveland, Ohio. NCA’s professional and support staff of more than 25 employees provide investment advice and wealth management, retirement planning, estate planning and tax planning services to a broad range of professionals and retirees. For over 30 years, we have been helping clients achieve their financial goals. |
|
| NCA Financial Planners |
Cindy |
Zupec |
Financial Planning Assistant |
(440) 473-1115 Ext. 261 |
WM |
czupec@ncafinancial.com |
ljackson@ncafinancial.com |
6095 Parkland Blvd. Suite 210 |
Mayfield Heights |
OH |
44124 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/nca-financial-planners/ |
https://www.ncafinancial.com/ |
NCA Financial Planners is an independent, full-service financial planning firm in Cleveland, Ohio. NCA’s professional and support staff of more than 25 employees provide investment advice and wealth management, retirement planning, estate planning and tax planning services to a broad range of professionals and retirees. For over 30 years, we have been helping clients achieve their financial goals. |
|
| NCM Capital Management, LLC |
Nicholas |
LaVerghetta |
Founder & Principal |
(201) 529-1429 |
WM |
nick@ncmcapitalmgmt.com |
nick@ncmcapitalmgmt.com |
161 N. Franklin Tpke, Suite 203 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/nick-laverghetta-cfp-5a01308/ |
|
2.009 |
$155M |
|
|
https://ncmcapitalmgmt.com/ |
NCM Capital Management, an SEC-registered wealth advisory firm domiciled in New Jersey. |
|
| Neuberger Berman |
George |
Walker |
Chairman and CEO |
(800) 223-6448 |
WM |
george.walker@nb.com |
onlineaccommodations@nb.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/george-walker-86680834/ |
|
1.939 |
$29.4 billion |
|
https://www.linkedin.com/company/neuberger-berman/ |
https://www.nb.com/pages/public/global/index.aspx |
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 24 countries, Neuberger Berman’s team is approximately 2,200 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. |
|
| Neuberger Berman |
Andy |
Komaroff |
Managing Director |
(800) 223-6448 |
WM |
andrew.komaroff@nb.com |
onlineaccommodations@nb.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/andy-komaroff-665bbb/ |
|
1.939 |
$29.4 billion |
|
https://www.linkedin.com/company/neuberger-berman/ |
https://www.nb.com/pages/public/global/index.aspx |
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 24 countries, Neuberger Berman’s team is approximately 2,200 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. |
|
| Neuberger Berman |
Brian |
Talbot |
Managing Director |
(800) 223-6448 |
WM |
brian.talbot@nb.com |
onlineaccommodations@nb.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/brian-talbot-98a80536/ |
|
1.939 |
$29.4 billion |
|
https://www.linkedin.com/company/neuberger-berman/ |
https://www.nb.com/pages/public/global/index.aspx |
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 24 countries, Neuberger Berman’s team is approximately 2,200 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. |
|
| Neuberger Berman |
Brad |
Tank |
Chief Investment Officer Fixed Income |
(800) 223-6448 |
WM |
brad.tank@nb.com |
onlineaccommodations@nb.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/brad-tank-994a7aa/ |
|
1.939 |
$29.4 billion |
|
https://www.linkedin.com/company/neuberger-berman/ |
https://www.nb.com/pages/public/global/index.aspx |
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 24 countries, Neuberger Berman’s team is approximately 2,200 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. |
|
| Neumann Capital Management, LLC |
Daniel |
Neumann |
Principal & Wealth Manager |
(650) 548-9200 |
WM |
dan@neumanncapital.com |
info@neumanncapital.com |
303 Vintage Park Drive, Suite 100 |
Foster City |
CA |
94404 |
United States of America |
North America |
https://www.linkedin.com/in/dan-neumann-b403911/ |
|
1.990 |
$325M |
|
https://www.linkedin.com/company/neumann-capital-management/ |
http://www.neumanncapital.com/ |
Neumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate “work/life” balance. |
|
| Neumann Capital Management, LLC |
Ninette |
Hereford |
Director of Operations & Client Services |
(650) 548-9200 |
WM |
ninette@neumanncapital.com |
info@neumanncapital.com |
303 Vintage Park Drive, Suite 100 |
Foster City |
CA |
94404 |
United States of America |
North America |
https://www.linkedin.com/in/ninette-hereford-cfp-7a993/ |
|
1.990 |
$325M |
|
https://www.linkedin.com/company/neumann-capital-management/ |
http://www.neumanncapital.com/ |
Neumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate “work/life” balance. |
|
| Nevastar Finance Ltd |
Bruno |
Mathieu |
Head of Private Equity |
44 207 290-3210 |
WM |
bruno.mathieu@nevastar.com |
contact@nevastar.com |
Devonshire House, 1 Mayfair Place |
London |
|
W1J 8AJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/bruno-mathieu-790723/ |
Private Equity |
2.003 |
|
|
https://www.linkedin.com/company/nevastar-finance |
http://www.nevastar.com/ |
Nevastar is a London-based multi-family office with a presence in Geneva and Luxemburg. Nevastar provides an integrated independent solution that supports clients and families to manage their wealth, as well as services related to their non-investment professional needs. Our Family Office services enable our clients to always be in control of their wealth in the simplest and most efficient way. |
x |
| Nevastar Finance Ltd |
Olivier |
Rouget |
Founding Partner |
44 207 290-3233 |
WM |
olivier.rouget@nevastar.com |
contact@nevastar.com |
Devonshire House, 1 Mayfair Place |
London |
|
W1J 8AJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/olivierrouget/ |
Private Equity |
2.003 |
|
|
https://www.linkedin.com/company/nevastar-finance |
http://www.nevastar.com/ |
Nevastar is a London-based multi-family office with a presence in Geneva and Luxemburg. Nevastar provides an integrated independent solution that supports clients and families to manage their wealth, as well as services related to their non-investment professional needs. Our Family Office services enable our clients to always be in control of their wealth in the simplest and most efficient way. |
x |
| Nevastar Finance Ltd |
Stanislas |
Rotman |
Founding Partner, CEO |
44 207 290-3210 |
WM |
stanislas.rotman@nevastar.com |
contact@nevastar.com |
Devonshire House, 1 Mayfair Place |
London |
|
W1J 8AJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/stanislas-rotman-a803461/ |
Private Equity |
2.003 |
|
|
https://www.linkedin.com/company/nevastar-finance |
http://www.nevastar.com/ |
Nevastar is a London-based multi-family office with a presence in Geneva and Luxemburg. Nevastar provides an integrated independent solution that supports clients and families to manage their wealth, as well as services related to their non-investment professional needs. Our Family Office services enable our clients to always be in control of their wealth in the simplest and most efficient way. |
x |
| New Bridge Wealth Management |
Vincennt |
Barbera |
Managing Partner |
(610) 727-3960, (610) 283-1013 |
WM |
vincent@newbridgewealth.com |
partners@newbridgewealth.com |
1055 Westlakes Drive, Suite 300 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/vincentbarbera/ |
|
2.014 |
|
|
https://www.linkedin.com/company/newbridge-wealth-management |
https://www.newbridgewealth.com |
Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competency and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client’s long-term goals and we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients. |
|
| New Bridge Wealth Management |
Christopher |
Wiegand |
Managing Partner |
(484) 321-3105 |
WM |
chris@newbridgewealth.com |
partners@newbridgewealth.com |
1055 Westlakes Drive, Suite 300 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/christopherwiegandcfa/ |
|
2.014 |
|
|
https://www.linkedin.com/company/newbridge-wealth-management |
https://www.newbridgewealth.com |
Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competency and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client’s long-term goals and we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients. |
|
| New England Guild Wealth Advisors |
Harold |
Rives |
Co-Founder & Principal |
(860) 404-5900 |
WM |
hrives@neguild.com |
info@neguild.com |
139 Simsbury Road |
Avon |
CT |
06001 |
United States of America |
North America |
https://www.linkedin.com/in/hal-rives-0b5a2714/ |
|
1.991 |
$350M |
|
|
http://www.neguild.com/ |
New England Guild Wealth Advisors, Inc. provides investment advisory services. The Company offers financial planning, consulting, and investment management services. New England Guild Wealth Advisors serves customers in the United States. |
|
| New England Guild Wealth Advisors |
Patrick |
Logue |
Principal |
(860) 913-1180 |
WM |
plogue@neguild.com |
info@neguild.com |
139 Simsbury Road |
Avon |
CT |
06001 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-logue-75180810/ |
|
1.991 |
$350M |
|
|
http://www.neguild.com/ |
New England Guild Wealth Advisors, Inc. provides investment advisory services. The Company offers financial planning, consulting, and investment management services. New England Guild Wealth Advisors serves customers in the United States. |
|
| New England Guild Wealth Advisors |
Brendan |
Fitzgerald |
Investment Operations Manager |
(860) 404-5900 |
WM |
bfitzgerald@neguild.com |
info@neguild.com |
139 Simsbury Road |
Avon |
CT |
06001 |
United States of America |
North America |
https://www.linkedin.com/in/brendan-fitzgerald-cfp®-b6ba4a162/ |
|
1.991 |
$350M |
|
|
http://www.neguild.com/ |
New England Guild Wealth Advisors, Inc. provides investment advisory services. The Company offers financial planning, consulting, and investment management services. New England Guild Wealth Advisors serves customers in the United States. |
|
| New England Wealth Advisors |
Donald |
Roy |
Founder |
(603) 429-0968 |
WM |
droy@newealthadvisors.com |
|
255 Daniel Webster Hwy. |
Merrimack |
NH |
03054 |
United States of America |
North America |
https://www.linkedin.com/in/donald-m-roy-cfp®-aif®-8607509/ |
|
1.987 |
|
|
https://www.linkedin.com/company/new-england-wealth-advisors/ |
https://www.raymondjames.com/newenglandwealthadvisors |
The team at NEWA provides comprehensive financial planning, implementation, and wealth management services. We’ll go above and beyond to help you achieve multi-faceted financial health as you pursue the life of your dreams. This means we won’t just buy and sell your assets or give you readymade advice. We’ll collaborate and problem-solve, educate and guide. |
|
| New England Wealth Advisors |
Chynna |
White |
Investment Services Representative |
(603) 429-0968 |
WM |
cwhite@newealthadvisors.com |
|
255 Daniel Webster Hwy. |
Merrimack |
NH |
03054 |
United States of America |
North America |
https://www.linkedin.com/in/chynna-white-cas-cltc-37b8b621/ |
|
1.987 |
|
|
https://www.linkedin.com/company/new-england-wealth-advisors/ |
https://www.raymondjames.com/newenglandwealthadvisors |
The team at NEWA provides comprehensive financial planning, implementation, and wealth management services. We’ll go above and beyond to help you achieve multi-faceted financial health as you pursue the life of your dreams. This means we won’t just buy and sell your assets or give you readymade advice. We’ll collaborate and problem-solve, educate and guide. |
|
| New York Private Bank and Trust |
John |
Hart |
Vice Chairman |
(212) 850-4831 |
WM |
HartJ@nypbt.com |
information@nypbt.com |
6 East 43rd Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/john-hart-4abb7b4/ |
|
2.003 |
|
|
https://www.linkedin.com/company/new-york-private-bank-&-trust-fsb/ |
http://www.nypbt.com/ |
New York Private Bank and Trust Corporation provides banking services. The Bank offers investment advisory and lending facilities. New York Private Bank and Trust serves clients in the Untied States. |
|
| New York Private Bank and Trust |
George |
Dickson Jr |
EVP |
(212) 850-4838 |
WM |
DicksonG@nypbt.com |
information@nypbt.com |
6 East 43rd Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/george-dickson-62131659/ |
|
2.003 |
|
|
https://www.linkedin.com/company/new-york-private-bank-&-trust-fsb/ |
http://www.nypbt.com/ |
New York Private Bank and Trust Corporation provides banking services. The Bank offers investment advisory and lending facilities. New York Private Bank and Trust serves clients in the Untied States. |
|
| New York Private Bank and Trust |
James |
Berger |
Managing Director |
(212) 850-4058 |
WM |
BergerJ@nypbt.com |
information@nypbt.com |
6 East 43rd Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jim-berger-6028105/ |
|
2.003 |
|
|
https://www.linkedin.com/company/new-york-private-bank-&-trust-fsb/ |
http://www.nypbt.com/ |
New York Private Bank and Trust Corporation provides banking services. The Bank offers investment advisory and lending facilities. New York Private Bank and Trust serves clients in the Untied States. |
|
| New York Private Bank and Trust |
William |
Folberth III |
Managing Director |
(212) 850-4683 |
WM |
FolberthB@nypbt.com |
information@nypbt.com |
6 East 43rd Street |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/william-m-biff-folberth-2b25a8169/ |
|
2.003 |
|
|
https://www.linkedin.com/company/new-york-private-bank-&-trust-fsb/ |
http://www.nypbt.com/ |
New York Private Bank and Trust Corporation provides banking services. The Bank offers investment advisory and lending facilities. New York Private Bank and Trust serves clients in the Untied States. |
|
| Newfleet Asset Management |
David |
Albrycht |
President and Chief Investment Officer |
(877) 332-8172 |
WM |
david.albrycht@newfleet.com |
william.irvine@newfleet.com |
One Financial Plaza |
Hartford |
CT |
06103 |
United States of America |
North America |
https://www.linkedin.com/in/david-albrycht-cfa-59a39818/ |
|
|
$12 billion |
|
https://www.linkedin.com/company/newfleet-asset-management/ |
https://www.newfleet.com |
Newfleet Asset Management, LLC provides comprehensive fixed income portfolio management, including multi-sector, enhanced core, and core strategies. Additionally, Newfleet offers dedicated sector strategies such as emerging markets debt, bank loans and high yield. |
|
| Newfleet Asset Management |
Christine |
Ouellette |
Director and Portfolio Manager |
(877) 332-8172 |
WM |
christine.ouellette@newfleet.com |
william.irvine@newfleet.com |
One Financial Plaza |
Hartford |
CT |
06103 |
United States of America |
North America |
https://www.linkedin.com/in/christine-ouellette-0a125485/ |
|
|
$12 billion |
|
https://www.linkedin.com/company/newfleet-asset-management/ |
https://www.newfleet.com |
Newfleet Asset Management, LLC provides comprehensive fixed income portfolio management, including multi-sector, enhanced core, and core strategies. Additionally, Newfleet offers dedicated sector strategies such as emerging markets debt, bank loans and high yield. |
|
| Newport Private Wealth Inc. |
Douglas |
Brown |
CoFounder, President & CEO |
(416) 867-8570 |
WM |
dbrown@newportprivatewealth.ca |
info@newportprivatewealth.ca |
469 King Street West 4th Floor |
Toronto |
ON |
M5V 1K4 |
Canada |
North America |
|
|
2.001 |
$2.4 billion |
|
https://www.linkedin.com/company/newport-private-wealth |
http://www.newportprivatewealth.ca/ |
Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast. |
|
| Newport Private Wealth Inc. |
Mark |
Kinney |
CoFounder, Chief Investment Manager |
(416) 867-7555 |
WM |
mkinney@newportprivatewealth.ca |
info@newportprivatewealth.ca |
469 King Street West 4th Floor |
Toronto |
ON |
M5V 1K4 |
Canada |
North America |
https://www.linkedin.com/in/mark-kinney-cfp-5184a794/ |
|
2.001 |
$2.4 billion |
|
https://www.linkedin.com/company/newport-private-wealth |
http://www.newportprivatewealth.ca/ |
Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast. |
|
| Newport Private Wealth Inc. |
David |
Lloyd |
CoFounder, Chief Wealth Management Officer |
(416) 867-8573 |
WM |
dlloyd@newportprivatewealth.ca |
info@newportprivatewealth.ca |
469 King Street West 4th Floor |
Toronto |
ON |
M5V 1K4 |
Canada |
North America |
https://www.linkedin.com/in/davidtlloyd/ |
|
2.001 |
$2.4 billion |
|
https://www.linkedin.com/company/newport-private-wealth |
http://www.newportprivatewealth.ca/ |
Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast. |
|
| Newport Private Wealth Inc. |
Kelly |
Baird |
CFO & COO |
(416) 867-8579 |
WM |
kbaird@newportprivatewealth.ca |
info@newportprivatewealth.ca |
469 King Street West 4th Floor |
Toronto |
ON |
M5V 1K4 |
Canada |
North America |
https://www.linkedin.com/in/kelly-baird-13413851/ |
|
2.001 |
$2.4 billion |
|
https://www.linkedin.com/company/newport-private-wealth |
http://www.newportprivatewealth.ca/ |
Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast. |
|
| Newport Private Wealth Inc. |
David |
Cole |
Managing Director & Portfolio Manager |
(416) 867-7555 |
WM |
dcole@newportprivatewealth.ca |
info@newportprivatewealth.ca |
469 King Street West 4th Floor |
Toronto |
ON |
M5V 1K4 |
Canada |
North America |
https://www.linkedin.com/in/davidcolenewport/ |
|
2.001 |
$2.4 billion |
|
https://www.linkedin.com/company/newport-private-wealth |
http://www.newportprivatewealth.ca/ |
Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast. |
|
| Nexus Investment Management Inc.01 |
Denys |
Calvin |
Principal & COO |
(416) 360-0580 |
WM |
denys@nexusinvestments.com |
invest@nexusinvestments.com |
111 Richmond Street West Suite 801 |
Toronto |
ON |
M5H 2G4 |
Canada |
North America |
https://www.linkedin.com/in/denys-calvin/ |
|
1.988 |
$1.1 billion |
|
https://www.linkedin.com/company/nexus-investment-management/ |
http://www.nexusinvestments.com/ |
Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations. Our integrated, disciplined portfolio management and customized financial planning helps our clients achieve their financial goals. |
|
| NHTrust Financial Advisors |
Paul |
Provost |
President |
Direct: (603) 223-2698 |
WM |
pprovost@nhtrust.com |
|
89 N. Main Street |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/paul-provost-9977459/ |
|
2.015 |
|
|
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://www.nhtrust.com/ |
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth. We believe that trust is earned by providing wealth strategies and fiduciary services that are effective and appropriate for each unique client.
The art of Wealth Management requires an engaged, professional partnership focused on each client’s individual goals and objectives. Clients experience exceptional service and easy to understand advice. Our advisors and trust officers help clients in all stages of life understand important financial matters and meet their financial goals. |
|
| NHTrust Financial Advisors |
Mark |
Cross-Powers |
Senior Vice President, Senior Trust Officer |
Direct: (603) 223-2751, Mobile: (603) 832-8495 |
WM |
mcross-powers@nhtrust.com |
|
89 N. Main Street |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/mark-cross-powers-b1603611/ |
|
2.015 |
|
|
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://www.nhtrust.com/ |
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth. We believe that trust is earned by providing wealth strategies and fiduciary services that are effective and appropriate for each unique client.
The art of Wealth Management requires an engaged, professional partnership focused on each client’s individual goals and objectives. Clients experience exceptional service and easy to understand advice. Our advisors and trust officers help clients in all stages of life understand important financial matters and meet their financial goals. |
|
| NHTrust Financial Advisors |
Gregory |
McConahey |
Senior Vice President |
Direct: (603) 352-0864 |
WM |
gmcconahey@nhtrust.com |
|
255 West Street |
Keene |
NH |
03431 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://www.nhtrust.com/ |
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth. We believe that trust is earned by providing wealth strategies and fiduciary services that are effective and appropriate for each unique client.
The art of Wealth Management requires an engaged, professional partnership focused on each client’s individual goals and objectives. Clients experience exceptional service and easy to understand advice. Our advisors and trust officers help clients in all stages of life understand important financial matters and meet their financial goals. |
|
| NHTrust Financial Advisors |
Nicole |
Herbst |
Vice President, Senior Trust Officer |
Direct: (603) 387-9718 |
WM |
nherbst@nhtrust.com |
|
89 N. Main Street |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/nicole-herbst-jd-ctfa-cfp®-61075813/ |
|
2.015 |
|
|
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://www.nhtrust.com/ |
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth. We believe that trust is earned by providing wealth strategies and fiduciary services that are effective and appropriate for each unique client.
The art of Wealth Management requires an engaged, professional partnership focused on each client’s individual goals and objectives. Clients experience exceptional service and easy to understand advice. Our advisors and trust officers help clients in all stages of life understand important financial matters and meet their financial goals. |
|
| NHTrust Financial Advisors |
Michael |
Rafferty |
Senior Vice President, Senior Trust Officer |
Direct: (603) 352-0863 |
WM |
mrafferty@nhtrust.com |
|
255 West Street |
Keene |
NH |
03431 |
United States of America |
North America |
https://www.linkedin.com/in/michael-rafferty-36069111/ |
|
2.015 |
|
|
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://www.nhtrust.com/ |
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth. We believe that trust is earned by providing wealth strategies and fiduciary services that are effective and appropriate for each unique client.
The art of Wealth Management requires an engaged, professional partnership focused on each client’s individual goals and objectives. Clients experience exceptional service and easy to understand advice. Our advisors and trust officers help clients in all stages of life understand important financial matters and meet their financial goals. |
|
| NHTrust Financial Advisors |
Eulalie |
Paris |
Vice President Operations, Partnerships & Client Experience |
Direct: (603) 223-2713, Mobile: (603) 832-3792 |
WM |
eparis@nhtrust.com |
|
89 N. Main Street |
Concord |
NH |
03301 |
United States of America |
North America |
https://www.linkedin.com/in/eulalieparis/ |
|
2.015 |
|
eparis@millriverwealth.com |
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://www.nhtrust.com/ |
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth. We believe that trust is earned by providing wealth strategies and fiduciary services that are effective and appropriate for each unique client.
The art of Wealth Management requires an engaged, professional partnership focused on each client’s individual goals and objectives. Clients experience exceptional service and easy to understand advice. Our advisors and trust officers help clients in all stages of life understand important financial matters and meet their financial goals. |
|
| Nicola Wealth Management |
Jamie |
Duncan |
COO |
(604) 739-6484 |
WM |
jduncan@nicolawealth.com |
media@nicolawealth.com |
5th Floor 1508 West Broadway |
Vancouver |
BC |
V6J 1W8 |
Canada |
North America |
https://www.linkedin.com/in/jamie-duncan-0a781925/ |
|
1.994 |
$4.4 billion |
|
https://www.linkedin.com/company/nicola-wealth-management/ |
https://nicolawealth.com/ |
Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $6 Billion AUM. More than a financial planning firm, we offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals. |
|
| Nicola Wealth Management |
John |
Nicola |
Chairman and CEO |
(604) 739-6450 |
WM |
jnicola@nicolawealth.com |
media@nicolawealth.com |
5th Floor 1508 West Broadway |
Vancouver |
BC |
V6J 1W8 |
Canada |
North America |
https://www.linkedin.com/in/john-nicola-b098a311/ |
|
1.994 |
$4.4 billion |
|
https://www.linkedin.com/company/nicola-wealth-management/ |
https://nicolawealth.com/ |
Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $6 Billion AUM. More than a financial planning firm, we offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals. |
|
| Nicola Wealth Management |
Rob |
Edel |
Chief Investment Officer |
(604) 739-6450 |
WM |
redel@nicolawealth.com |
media@nicolawealth.com |
5th Floor 1508 West Broadway |
Vancouver |
BC |
V6J 1W8 |
Canada |
North America |
https://www.linkedin.com/in/rob-edel-235b9b5/ |
|
1.994 |
$4.4 billion |
|
https://www.linkedin.com/company/nicola-wealth-management/ |
https://nicolawealth.com/ |
Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $6 Billion AUM. More than a financial planning firm, we offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals. |
|
| Nicola Wealth Management |
Wayman |
Crosby |
Managing Partner |
(778) 383-6941 |
WM |
wcrosby@nicolacrosby.com |
media@nicolawealth.com |
5th Floor 1508 West Broadway |
Vancouver |
BC |
V6J 1W8 |
Canada |
North America |
https://www.linkedin.com/in/wayman-crosby-58721416/ |
|
1.994 |
$4.4 billion |
|
https://www.linkedin.com/company/nicola-wealth-management/ |
https://nicolawealth.com/ |
Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $6 Billion AUM. More than a financial planning firm, we offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals. |
|
| Nicoletti Financial Group |
Peter |
Nicoletti |
Managing Director/Investments |
(561) 868-8696 |
WM |
peter.nicoletti@stifel.com |
|
450 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/peter-nicoletti-b3373a76/ |
|
2.015 |
|
|
https://www.stifel.com/ |
https://www.nicolettipb.com/ |
Peter founded the group in the early 2000s with the goal of combining world-class financial guidance with a boutique, family office feel. His background in risk mitigation and insurance services was the perfect platform to build a wealth management team in the area he loves most, Palm Beach.
Each of the financial advisors in the group have unique capabilities in areas of retirement planning, investment planning, risk mitigation strategies, executive services, and institutional investment strategies, including foundation, endowments, and corporate retirement plans. While private wealth management was the group's original focus, they have grown to include institutional consulting, something that can be helpful in understanding the clients' complete wealth situation. The group now, through leveraging the vast resources of Stifel, has successfully divided their business in order to serve both the affluent individual investor as well as the needs of their institutional client base. |
|
| Nicoletti Financial Group |
Amanda |
Campbell |
Associate Vice President/Investments |
(561) 868-8695 |
WM |
amanda.campbell@stifel.com |
|
450 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/amanda-l-campbell-a14273123/ |
|
2.015 |
|
|
https://www.stifel.com/ |
https://www.nicolettipb.com/ |
Peter founded the group in the early 2000s with the goal of combining world-class financial guidance with a boutique, family office feel. His background in risk mitigation and insurance services was the perfect platform to build a wealth management team in the area he loves most, Palm Beach.
Each of the financial advisors in the group have unique capabilities in areas of retirement planning, investment planning, risk mitigation strategies, executive services, and institutional investment strategies, including foundation, endowments, and corporate retirement plans. While private wealth management was the group's original focus, they have grown to include institutional consulting, something that can be helpful in understanding the clients' complete wealth situation. The group now, through leveraging the vast resources of Stifel, has successfully divided their business in order to serve both the affluent individual investor as well as the needs of their institutional client base. |
|
| Nicoletti Financial Group |
Ron |
Bekins |
Registered Client Service Associate |
(561) 868-8694 |
WM |
ron.bekins@stifel.com |
|
450 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.stifel.com/ |
https://www.nicolettipb.com/ |
Peter founded the group in the early 2000s with the goal of combining world-class financial guidance with a boutique, family office feel. His background in risk mitigation and insurance services was the perfect platform to build a wealth management team in the area he loves most, Palm Beach.
Each of the financial advisors in the group have unique capabilities in areas of retirement planning, investment planning, risk mitigation strategies, executive services, and institutional investment strategies, including foundation, endowments, and corporate retirement plans. While private wealth management was the group's original focus, they have grown to include institutional consulting, something that can be helpful in understanding the clients' complete wealth situation. The group now, through leveraging the vast resources of Stifel, has successfully divided their business in order to serve both the affluent individual investor as well as the needs of their institutional client base. |
|
| Nicoletti Financial Group |
Kayla |
Varnes |
Client Service Associate |
(561) 868-8707 |
WM |
kayla.varnes@stifel.com |
|
450 Royal Palm Way, 3rd Floor |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/kayla-varnes-16122b152/ |
|
2.015 |
|
|
https://www.stifel.com/ |
https://www.nicolettipb.com/ |
Peter founded the group in the early 2000s with the goal of combining world-class financial guidance with a boutique, family office feel. His background in risk mitigation and insurance services was the perfect platform to build a wealth management team in the area he loves most, Palm Beach.
Each of the financial advisors in the group have unique capabilities in areas of retirement planning, investment planning, risk mitigation strategies, executive services, and institutional investment strategies, including foundation, endowments, and corporate retirement plans. While private wealth management was the group's original focus, they have grown to include institutional consulting, something that can be helpful in understanding the clients' complete wealth situation. The group now, through leveraging the vast resources of Stifel, has successfully divided their business in order to serve both the affluent individual investor as well as the needs of their institutional client base. |
|
| Nielsen Wealth Management Group |
Steven |
Nielsen |
Founder, Wealth Manager |
(480) 497-4175 |
WM |
steve@nielsenwealthmanagement.com |
|
1425 W. Elliot Rd., Suite 102 |
Gilbert |
AZ |
85233 |
United States of America |
North America |
https://www.linkedin.com/in/steve-nielsen-70488417/ |
|
2.001 |
|
|
|
https://www.nielsenwealthmanagement.com/ |
Nielsen Wealth Management Group, a Financial Advisory firm located in Tempe, AZ. |
|
| Nielsen Wealth Management Group |
Dillon |
Hall |
Wealth Manager |
(480) 497-4175 |
WM |
dillon@nielsenwealthmanagement.com |
|
1425 W. Elliot Rd., Suite 102 |
Gilbert |
AZ |
85233 |
United States of America |
North America |
|
|
2.001 |
|
|
|
https://www.nielsenwealthmanagement.com/ |
Nielsen Wealth Management Group, a Financial Advisory firm located in Tempe, AZ. |
|
| Nisivoccia Wealth Advisors LLC |
Damien |
Paumi |
Director of Wealth Management & Planning |
(973) 298-8511 |
WM |
dpaumi@nisivocciawealth.com |
info@nisivocciawealth.com |
200 Valley Road, Suite 300 |
Mt Arlington |
NJ |
07856 |
United States of America |
North America |
https://www.linkedin.com/in/damien-paumi-89335a8/ |
|
2.010 |
|
|
https://www.linkedin.com/company/nisivoccia-wealth-advisorsllc/ |
https://www.nisivocciawealth.com/ |
At Nisivoccia Wealth Advisors we provide our clients with tax-efficient and comprehensive financial planning solutions. As a team of Wealth Management Advisors, Nisivoccia Wealth Advisors LLC exists to help our clients establish important financial goals, define current reality and create investment strategies designed to help ensure their progress towards reaching those objectives. We enjoy working through complex financial situations with our clients and finding creative solutions that support their goals and investment strategies. We formed as an extension of the CPA firm, Nisivoccia LLP, when we realized there was a need to provide comprehensive financial advice that was tax-efficient and worked hand-in-hand with the accounting practice. |
|
| Nisivoccia Wealth Advisors LLC |
Diane |
DeOliveira |
Wealth Management Advisor |
(973) 298-8511 |
WM |
ddeoliveira@nisivocciawealth.com |
info@nisivocciawealth.com |
200 Valley Road, Suite 300 |
Mt Arlington |
NJ |
07856 |
United States of America |
North America |
https://www.linkedin.com/in/dianedeoliveira/ |
|
2.010 |
|
|
https://www.linkedin.com/company/nisivoccia-wealth-advisorsllc/ |
https://www.nisivocciawealth.com/ |
At Nisivoccia Wealth Advisors we provide our clients with tax-efficient and comprehensive financial planning solutions. As a team of Wealth Management Advisors, Nisivoccia Wealth Advisors LLC exists to help our clients establish important financial goals, define current reality and create investment strategies designed to help ensure their progress towards reaching those objectives. We enjoy working through complex financial situations with our clients and finding creative solutions that support their goals and investment strategies. We formed as an extension of the CPA firm, Nisivoccia LLP, when we realized there was a need to provide comprehensive financial advice that was tax-efficient and worked hand-in-hand with the accounting practice. |
|
| Nisivoccia Wealth Advisors LLC |
Guy |
Fernald |
Wealth Management Advisor |
(973) 298-8511 |
WM |
gfernald@nisivocciawealth.com |
info@nisivocciawealth.com |
200 Valley Road, Suite 300 |
Mt Arlington |
NJ |
07856 |
United States of America |
North America |
https://www.linkedin.com/in/guy-j-fernald-chfc®-crpc®-aif®-82b74abb/ |
|
2.010 |
|
|
https://www.linkedin.com/company/nisivoccia-wealth-advisorsllc/ |
https://www.nisivocciawealth.com/ |
At Nisivoccia Wealth Advisors we provide our clients with tax-efficient and comprehensive financial planning solutions. As a team of Wealth Management Advisors, Nisivoccia Wealth Advisors LLC exists to help our clients establish important financial goals, define current reality and create investment strategies designed to help ensure their progress towards reaching those objectives. We enjoy working through complex financial situations with our clients and finding creative solutions that support their goals and investment strategies. We formed as an extension of the CPA firm, Nisivoccia LLP, when we realized there was a need to provide comprehensive financial advice that was tax-efficient and worked hand-in-hand with the accounting practice. |
|
| NobleBridge Wealth Management, LLC |
Corey |
Franco |
President & Chief Investment Officer |
(866) 798-0354 |
WM |
Corey.f@NobleBridgeWealth.com |
|
8 Hillside Ave, Suite LL1 |
Montclair |
NJ |
07042 |
United States of America |
North America |
https://www.linkedin.com/in/coreyfranco/ |
|
2.008 |
|
|
https://www.linkedin.com/company/noblebridge-wealth-management-llc/ |
https://www.noblebridgewealth.com/ |
Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. |
|
| NobleBridge Wealth Management, LLC |
Alvin |
Lartigue |
VP Investments |
(866) 798-0354 |
WM |
Alvin.l@NobleBridgeWealth.com |
|
8 Hillside Ave, Suite LL1 |
Montclair |
NJ |
07042 |
United States of America |
North America |
https://www.linkedin.com/in/alvin-lartigue-22769027/ |
|
2.008 |
|
|
https://www.linkedin.com/company/noblebridge-wealth-management-llc/ |
https://www.noblebridgewealth.com/ |
Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. |
|
| NobleBridge Wealth Management, LLC |
Kelly |
Lawrence |
Senior Private Wealth Advisor |
(866) 798-0354 |
WM |
Kelly.l@NobleBridgeWealth.com |
|
8 Hillside Ave, Suite LL1 |
Montclair |
NJ |
07042 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-l-b2b11411/ |
|
2.008 |
|
|
https://www.linkedin.com/company/noblebridge-wealth-management-llc/ |
https://www.noblebridgewealth.com/ |
Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. |
|
| NobleBridge Wealth Management, LLC |
Christopher |
Seagrave |
Senior Private Wealth Advisor |
(866) 798-0354 |
WM |
Christopher.s@NobleBridgeWealth.com |
|
8 Hillside Ave, Suite LL1 |
Montclair |
NJ |
07042 |
United States of America |
North America |
https://www.linkedin.com/in/chrisseagrave/ |
|
2.008 |
|
|
https://www.linkedin.com/company/noblebridge-wealth-management-llc/ |
https://www.noblebridgewealth.com/ |
Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. |
|
| NobleBridge Wealth Management, LLC |
Teddy |
Bacote |
Private Wealth Advisor |
(866) 798-0354 |
WM |
Teddy.b@NobleBridgeWealth.com |
|
8 Hillside Ave, Suite LL1 |
Montclair |
NJ |
07042 |
United States of America |
North America |
https://www.linkedin.com/in/tebacote/ |
|
2.008 |
|
|
https://www.linkedin.com/company/noblebridge-wealth-management-llc/ |
https://www.noblebridgewealth.com/ |
Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. |
|
| North Scottsdale Wealth Advisors, LLC |
David |
Kahn |
President and CEO / Senior Portfolio Manager / CCO |
(480) 699-2545 |
WM |
david@nswadvs.com |
info@nswadvs.com |
21803 N. Scottsdale Road Suite 260 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/david-kahn-b07322133/ |
|
|
|
|
|
http://www.nswadvs.com/ |
North Scottsdale Wealth Advisors helps our clients transform their wealth into security and fulfillment, by creating customized, detailed financial plans for each individual or family we serve. |
|
| North Star Wealth Strategies LLC |
Rick |
Petty |
Senior Wealth Strategist |
(817) 236-7526 |
WM |
rpetty@unitedplanners.com |
|
777 Main Street, Suite 600 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/rickpetty/ |
|
|
|
|
|
http://www.northstartx.com/ |
At North Star Wealth Strategies, our mission is to help clients understand the opportunities available and the challenges they may face by offering three key tools:
1) A clear understanding of your financial goals;
2) A well-defined roadmap for achieving those goals; and
3) Ongoing advice and adjustments to your roadmap when your needs and circumstances change. |
|
| North Star Wealth Strategies LLC |
Aaron |
Petty |
Financial Consultant |
(817) 236-7526 |
WM |
apetty@unitedplanners.com |
|
777 Main Street, Suite 600 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/aaron-petty-54281a109/ |
|
|
|
|
|
http://www.northstartx.com/ |
At North Star Wealth Strategies, our mission is to help clients understand the opportunities available and the challenges they may face by offering three key tools:
1) A clear understanding of your financial goals;
2) A well-defined roadmap for achieving those goals; and
3) Ongoing advice and adjustments to your roadmap when your needs and circumstances change. |
|
| Northeast Financial Consultants, Inc |
Elwood |
Davis |
President |
(203) 226-8997 |
WM |
elwood@nfc-westport.com |
|
P.O. Box 2630 |
Westport |
CT |
06880 |
United States of America |
North America |
|
$3.3B |
1.983 |
|
|
|
https://www.nfc-westport.com/ |
The mission of Northeast Financial Consultants is to help our clients successfully fulfill their goals in a reliable, disciplined process with a commitment to integrity. Our goal is to deliver clear and understandable solutions in a complex investment world and to uncover compelling, best in class investments. |
|
| Northeast Financial Consultants, Inc |
Scott |
Patten |
Senior Advisor |
Mobile: (203) 295-1253 |
WM |
scott@nfc-westport.com |
|
P.O. Box 2630 |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/scott-patten-a228a32/ |
$3.3B |
1.983 |
|
|
|
https://www.nfc-westport.com/ |
The mission of Northeast Financial Consultants is to help our clients successfully fulfill their goals in a reliable, disciplined process with a commitment to integrity. Our goal is to deliver clear and understandable solutions in a complex investment world and to uncover compelling, best in class investments. |
|
| Northeast Financial Consultants, Inc |
Elizabeth |
Reese |
Director of Client Services |
(203) 226-8997 |
WM |
elizabeth@nfc-westport.com |
|
P.O. Box 2630 |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-reese-4b8a9280/ |
$3.3B |
1.983 |
|
|
|
https://www.nfc-westport.com/ |
The mission of Northeast Financial Consultants is to help our clients successfully fulfill their goals in a reliable, disciplined process with a commitment to integrity. Our goal is to deliver clear and understandable solutions in a complex investment world and to uncover compelling, best in class investments. |
|
| North-East Private Equity Asia |
Sam |
Robinson |
Managing Partner |
65 6818 9719 |
WM |
sr@nepe-asia.com |
|
182 Cecil Street, Frasers Tower, #17-00 (The Executive Centre) |
Singapore |
|
069547 |
Singapore |
Asia |
https://www.linkedin.com/in/sam-robinson-53a74557/ |
Private Equity, Venture Capital Funds |
2.016 |
|
|
|
https://www.nepe-asia.com/ |
North-East Private Equity is a Singapore-based company whose major investors are the owners of the North-East Family Office. The company invests in Asian private equity. North-East Private Equity Asia will invest in a portfolio diversified by geography, stage and sector. It focuses on primary commitments to private equity and venture capital funds but may also include secondaries, co-investments and direct investments. |
|
| Northeastern Financial Consultants, Inc. |
Kristofer |
Harrison |
Senior Financial Advisor |
(570) 586-1064 |
WM |
kth@nefci.com |
|
Abington Financial Center, 3 Abington Executive Park, Suite 1 |
Clarks Summit |
PA |
18411 |
United States of America |
North America |
https://www.linkedin.com/in/kristofer-harrison-30046973/ |
|
1.982 |
$61M |
|
https://www.linkedin.com/company/northeastern-financial-consultants-inc |
http://www.nefci.com/ |
We are a boutique office dedicated to helping busy professionals, familues and businesses secure their financial futures. |
|
| Northeastern Wealth Management LLC |
Frank |
Stama |
Managing Partner |
Direct: (603) 645-3700, Mobile: (603) 320-4504 |
WM |
frankstama@comcast.net |
|
10 Commerce Park North |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/frank-stama-293951/ |
|
2.013 |
|
|
|
http://www.mktinvestments.com/ |
MKT Investments and Wealth Management offers Fee Based financial services in which our clients use our expertise and we charge a percentage of the assets under management, a flat fee or on an hourly basis, rather than a commission. This is often appealing for investors who seek objective driven advice. In the case of certain insurance products we are paid by the insurance companies that our clients choose as these products are regulated through the State Insurance commission. |
|
| Northern Trust |
Hilary |
Wolfe |
Senior Managing Director, Wealth Management |
(312) 630-6000 |
WM |
hilary.wolfe@northerntrust.com |
MyHRHelp@ntrs.com |
50 South La Salle Street |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/hilary-wolfe-82a7653/ |
|
1.982 |
$196B |
|
https://www.linkedin.com/company/northern-trust-asset-management |
https://www.northerntrust.com/ |
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. |
|
| Northern Trust |
David |
Lester |
SVP |
(416) 775-2215 |
WM |
dl101@ntrs.com |
MyHRHelp@ntrs.com |
50 South La Salle Street |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/davidlester2/ |
|
1.982 |
$942B |
|
https://www.linkedin.com/company/northern-trust-asset-management |
https://www.northerntrust.com |
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. |
|
| Northern Trust Corporation |
Christopher |
Gold |
Wealth Manager |
Direct: (214) 740-5814 |
WM |
cg103@ntrs.com |
info@northerntrust.com |
2501 North Harwood, Suite 2010 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/chris-gold-cpwa®-bb0305a/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.891 |
$1.1T |
|
Chris has over twenty years of experience specializing in providing advisory services to ultra-high net worth individuals and families. He works with these relationships like a multi-family office, delivering comprehensive goals-based financial plans at each generational level. Chris began his career in the Personal Financial Consulting Group at E&Y. |
https://www.northerntrust.com/ |
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. |
|
| Northern Trust Corporation |
Ian |
Markel |
Senior Investment Associate |
|
WM |
imm1@ntrs.com |
info@northerntrust.com |
2501 North Harwood, Suite 2010 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/ianmarkel/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.891 |
$1.1T |
|
https://www.linkedin.com/company/northern-trust/ |
https://www.northerntrust.com/ |
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. |
|
| Northern Trust Corporation |
Sally |
Diamond |
Vice President |
44 148 174-5000 |
WM |
sally_diamond@ntrs.com |
info@northerntrust.com |
P.O. Box 71, Trafalgar Court, Les Banques |
St. Peter Port |
|
|
Guernsey |
Europe |
https://www.linkedin.com/in/sally-diamond-19a13444/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.891 |
$1.1T |
|
https://www.linkedin.com/company/northern-trust/ |
https://www.northerntrust.com/ |
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. |
|
| Northern Trust Corporation |
Rupa |
Grahame |
Vice President - HR |
44 207 982-4357 |
WM |
rupa_jobs@yahoo.co.uk |
info@northerntrust.com |
52 Orritor Rd, Cookstown |
London |
|
BT80 8BN |
United Kingdom |
Europe |
https://www.linkedin.com/in/rupagrahame/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.891 |
$1.1T |
|
https://www.linkedin.com/company/northern-trust/ |
https://www.northerntrust.com/ |
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. |
|
| Northland Wealth Management |
Arthur |
Salzer |
CEO & Chief Investment Officer |
(416) 360-3423 Ext. 121 |
WM |
asalzer@northlandwealth.com |
info@northlandwealth.com |
8965 Woodbine Avenue |
Markham |
ON |
L3R 0J9 |
Canada |
North America |
https://www.linkedin.com/in/arthursalzer/ |
|
2.011 |
$400M |
|
https://www.linkedin.com/company/northland-wealth-management/ |
https://www.northlandwealth.com/ |
Northland Wealth Management was created to provide not only investment management services, but also comprehensive advice and counsel on the management and preservation of wealth for our clients. We were driven in no small part to create Northland by our intense dissatisfaction with traditional investment management providers: private banks, financial services firms, trust companies, and so on. Though great advisors may exist within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice. |
|
| Northland Wealth Management |
Paul |
Mascard |
President |
(416) 360-3423 |
WM |
pmascard@northlandwealth.com |
info@northlandwealth.com |
8965 Woodbine Avenue |
Markham |
ON |
L3R 0J9 |
Canada |
North America |
https://www.linkedin.com/in/paulmascard/ |
|
2.011 |
$400M |
|
https://www.linkedin.com/company/northland-wealth-management/ |
https://www.northlandwealth.com/ |
Northland Wealth Management was created to provide not only investment management services, but also comprehensive advice and counsel on the management and preservation of wealth for our clients. We were driven in no small part to create Northland by our intense dissatisfaction with traditional investment management providers: private banks, financial services firms, trust companies, and so on. Though great advisors may exist within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice. |
|
| Northland Wealth Management |
David |
Cockfield |
Managing Director & Portfolio Manager |
(416) 360-3423 |
WM |
dcockfield@northlandwealth.com |
info@northlandwealth.com |
8965 Woodbine Avenue |
Markham |
ON |
L3R 0J9 |
Canada |
North America |
https://www.linkedin.com/in/david-cockfield-4920a946/ |
|
2.011 |
$400M |
|
https://www.linkedin.com/company/northland-wealth-management/ |
https://www.northlandwealth.com/ |
Northland Wealth Management was created to provide not only investment management services, but also comprehensive advice and counsel on the management and preservation of wealth for our clients. We were driven in no small part to create Northland by our intense dissatisfaction with traditional investment management providers: private banks, financial services firms, trust companies, and so on. Though great advisors may exist within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice. |
|
| NorthPlace Wealth Advisors |
Jeremy |
Cook |
Financial Planner |
(480) 638-2164 |
WM |
jeremycook@financialguide.com |
|
4900 N Scottsdale Rd., Suite 4000 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-cook-cfp®-lutcf-36727822/ |
|
|
|
|
|
https://www.northplacewealth.com/ |
NorthPlace Wealth Advisors, an advisors dedicated to you and your family. You can leverage our knowledge and experience to help create, grow, and protect your wealth. Whether you run a small business or a busy household, with our help you can spend less time worrying about money and more time focusing on the people and things that matter most in life. You can create the financial life you have always envisioned and we can help you achieve it. |
|
| NorthPlace Wealth Advisors |
Ryon |
Frisch |
Financial Planner |
(480) 638-2103 |
WM |
Ryonfrisch@financialguide.com |
|
4900 N Scottsdale Rd., Suite 4000 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/ryonfrisch/ |
|
|
|
|
|
https://www.northplacewealth.com/ |
NorthPlace Wealth Advisors, an advisors dedicated to you and your family. You can leverage our knowledge and experience to help create, grow, and protect your wealth. Whether you run a small business or a busy household, with our help you can spend less time worrying about money and more time focusing on the people and things that matter most in life. You can create the financial life you have always envisioned and we can help you achieve it. |
|
| NorthPlace Wealth Advisors |
Jonathan |
Mabb |
Financial Planner |
(480) 638-2175 |
WM |
jmabb@financialguide.com |
|
4900 N Scottsdale Rd., Suite 4000 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-mabb-financial-guide/ |
|
|
|
|
|
https://www.northplacewealth.com/ |
NorthPlace Wealth Advisors, an advisors dedicated to you and your family. You can leverage our knowledge and experience to help create, grow, and protect your wealth. Whether you run a small business or a busy household, with our help you can spend less time worrying about money and more time focusing on the people and things that matter most in life. You can create the financial life you have always envisioned and we can help you achieve it. |
|
| Northsight Wealth Management |
Matt |
Vian |
Financial Advisor / Wealth Advisor |
(480) 269-0026 |
WM |
mvian@northsightwealth.com |
|
15333 N Pima Rd Suite 305 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/mvian/ |
|
|
|
|
https://www.linkedin.com/company/northsightwealth/ |
https://northsightwealth.com/ |
As a fee-based independent advisor, Northsight Wealth Management creates unbiased, customized investment strategies to help business owners save money on taxes. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals. |
|
| NorthStar Asset Management, LLC |
John |
Carson |
Chief Compliance Officer |
(484) 342-4200 |
WM |
jcarson@northstarmgt.com |
info@northstarmgt.com |
488 Norristown Road, Suite 142 |
Blue Bell |
PA |
19422-2352 |
United States of America |
North America |
https://www.linkedin.com/in/johngcarson/ |
|
2.000 |
$535M |
|
|
http://www.northstarmgt.com/ |
NorthStar Asset Management was founded in 2000 and is an employee – owned Investment Advisory firm. NorthStar provides Investment and Wealth Management services for high-net- worth individuals, families, foundations and endowments. |
|
| Northstar Financial Planning, Inc. |
Robin |
Young |
President and Owner |
(603) 458-2776 |
WM |
Robin@northstarfp.com |
|
112 Range Road |
Windham |
NH |
03087 |
United States of America |
North America |
https://www.linkedin.com/in/robinyoungatnorthstar/ |
|
1.994 |
|
|
https://www.linkedin.com/company/northstar-financial-planning/ |
https://www.northstarfp.com/ |
Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitions—such as loss of a spouse, divorce, retirement, inheritance, business sale and financial windfalls—in a supportive, comfortable environment. As an independent Registered Investment Advisory firm, our success comes from acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success. |
|
| Northstar Financial Planning, Inc. |
Kristina |
George |
Wealth Manager |
(603) 458-2776 |
WM |
Kristina@northstarfp.com |
|
112 Range Road |
Windham |
NH |
03087 |
United States of America |
North America |
https://www.linkedin.com/in/kristina-george-8165482b/ |
|
1.994 |
|
|
https://www.linkedin.com/company/northstar-financial-planning/ |
https://www.northstarfp.com/ |
Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitions—such as loss of a spouse, divorce, retirement, inheritance, business sale and financial windfalls—in a supportive, comfortable environment. As an independent Registered Investment Advisory firm, our success comes from acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success. |
|
| Northstar Financial Planning, Inc. |
Alexa |
Darbe |
Wealth Manager |
(603) 458-2776 |
WM |
Alexa@northstarfp.com |
|
112 Range Road |
Windham |
NH |
03087 |
United States of America |
North America |
https://www.linkedin.com/in/Alexa-darbe-4649487/ |
|
1.994 |
|
|
https://www.linkedin.com/company/northstar-financial-planning/ |
https://www.northstarfp.com/ |
Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitions—such as loss of a spouse, divorce, retirement, inheritance, business sale and financial windfalls—in a supportive, comfortable environment. As an independent Registered Investment Advisory firm, our success comes from acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success. |
|
| Northwestern Mutual |
John |
Schlifske |
Chairman and CEO |
(414) 271-1444 |
WM |
johnschlifske@northwesternmutual.com |
|
720 East Wisconsin Ave |
Milwaukee |
WI |
53202 |
United States of America |
North America |
https://www.linkedin.com/in/john-schlifske/ |
|
1.857 |
|
|
https://www.linkedin.com/company/northwestern-mutual/ |
https://www.northwesternmutual.com |
Northwestern Mutual has been helping families and businesses achieve financial security for 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. |
|
| Northwestern Mutual |
Michael |
Carter |
EVP and CFO |
(414) 271-1444 |
WM |
mikecarter@northwesternmutual.com |
|
720 East Wisconsin Ave |
Milwaukee |
WI |
53202 |
United States of America |
North America |
https://www.linkedin.com/in/mike-carter-99657511/ |
|
1.857 |
|
|
https://www.linkedin.com/company/northwestern-mutual/ |
https://www.northwesternmutual.com |
Northwestern Mutual has been helping families and businesses achieve financial security for 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. |
|
| Northwestern Mutual |
Ronald |
Joelson |
EVP and Chief Investment Officer |
(414) 271-1444 |
WM |
ronaldjoelson@northwesternmutual.com |
|
720 East Wisconsin Ave |
Milwaukee |
WI |
53202 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-joelson-856a0923/ |
|
1.857 |
|
|
https://www.linkedin.com/company/northwestern-mutual/ |
https://www.northwesternmutual.com |
Northwestern Mutual has been helping families and businesses achieve financial security for 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. |
|
| Northwood Family Office LP |
Tom |
McCullough |
CoFounder, CEO and CIO |
(416) 502-6288 |
WM |
tm@northwoodfamilyoffice.com |
rr@northwoodfamilyoffice.com |
130 King Street West Suite 2250, P.O. Box 245 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/tommcculloughnorthwood/ |
|
2.003 |
$6 billion |
|
https://www.linkedin.com/company/northwood-family-office |
https://www.northwoodfamilyoffice.com |
Northwood Family Office is an independent, privately-owned boutique family office, which provides comprehensive Net Worth Management™ to wealthy Canadian and global families. |
|
| Northwood Family Office LP |
Scott |
Hayman |
CoFounder, President & Head of Client Service |
(416) 502-6292 |
WM |
sh@northwoodfamilyoffice.com |
rr@northwoodfamilyoffice.com |
130 King Street West Suite 2250, P.O. Box 245 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/scott-hayman-837b5320/ |
|
2.003 |
$6 billion |
|
https://www.linkedin.com/company/northwood-family-office |
https://www.northwoodfamilyoffice.com |
Northwood Family Office is an independent, privately-owned boutique family office, which provides comprehensive Net Worth Management™ to wealthy Canadian and global families. |
|
| Northwood Family Office LP |
Eric |
Weir |
EVP |
(406) 502-6275 |
WM |
ew@northwoodfamilyoffice.com |
rr@northwoodfamilyoffice.com |
130 King Street West Suite 2250, P.O. Box 245 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/eric-weir-82025a3/ |
|
2.003 |
$6 billion |
|
https://www.linkedin.com/company/northwood-family-office |
https://www.northwoodfamilyoffice.com |
Northwood Family Office is an independent, privately-owned boutique family office, which provides comprehensive Net Worth Management™ to wealthy Canadian and global families. |
|
| Notz, Stucki & Cie S.A. |
Dr. Christian |
Stucki |
Co-Founder |
41 229 065 250 |
WM |
christian.stucki@notzstucki.com |
geneva@notzstucki.com |
Rue de Saint-Jean 98 |
Geneva |
|
CH - 1201 |
Switzerland |
Europe |
|
|
1.964 |
$9B |
|
https://www.linkedin.com/company/notz-stucki-group/ |
http://www.notzstucki.com/ |
Established in Geneva in 1964, Notz Stucki is one of Europe’s largest wealth management companies. With more than 50 years’ experience in managing portfolios, the Group offers discretionary portfolio management, investment funds and management company services. |
|
| Notz, Stucki & Cie S.A. |
Alessandro |
Boris |
Analyst |
41 229 065 250 |
WM |
alessandro.boris@notzstucki.com |
geneva@notzstucki.com |
Rue de Saint-Jean 98 |
Geneva |
|
CH - 1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/alessandro-boris-6a963642/ |
|
1.964 |
$9B |
|
https://www.linkedin.com/company/notz-stucki-group/ |
http://www.notzstucki.com/ |
Established in Geneva in 1964, Notz Stucki is one of Europe’s largest wealth management companies. With more than 50 years’ experience in managing portfolios, the Group offers discretionary portfolio management, investment funds and management company services. |
|
| Novem Group |
Andy |
Gentile |
Wealth Advisor |
(561) 623-5492 |
WM |
agentile@novemgroup.com |
info@novemgroup.com |
601 Heritage Dr., Suite 225 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/andy-gentile-cfp-clu-chfc-cltc-clf-cfda-aif-98b0746/ |
|
1.994 |
|
|
https://www.linkedin.com/company/novemgroup/ |
https://novemgroup.com/ |
Located in Linden Oaks Office Park in Rochester, Novem Group was founded by Robert Bartolotta in 1994 as a way to offer investment clients the opportunity to house their corporate benefits and retirement plan needs under one roof. In 2005, Nat Garfield joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience from the vendor and wholesaler side. Together, Bob and Nat have put together a team of independent Consultants whose focus is to be expert advisors to their clients, helping to build the best possible benefits portfolio available. |
|
| Novem Group |
Adam |
Morgan |
Financial Advisor |
(585) 348-9537 |
WM |
amorgan@novemgroup.com |
info@novemgroup.com |
350 Linden Oaks, Suite 140 |
Rochester |
NY |
14625 |
United States of America |
North America |
https://www.linkedin.com/in/adam-morgan-cfp®-novem-group/ |
|
1.994 |
|
|
https://www.linkedin.com/company/novemgroup/ |
https://novemgroup.com/ |
Located in Linden Oaks Office Park in Rochester, Novem Group was founded by Robert Bartolotta in 1994 as a way to offer investment clients the opportunity to house their corporate benefits and retirement plan needs under one roof. In 2005, Nat Garfield joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience from the vendor and wholesaler side. Together, Bob and Nat have put together a team of independent Consultants whose focus is to be expert advisors to their clients, helping to build the best possible benefits portfolio available. |
|
| Novem Group |
Diana |
Lippa |
Financial Advisor |
(585) 348-9518 |
WM |
dlippa@novemgroup.com |
info@novemgroup.com |
350 Linden Oaks, Suite 140 |
Rochester |
NY |
14625 |
United States of America |
North America |
https://www.linkedin.com/in/diana-lippa-a9578b32/ |
|
1.994 |
|
|
https://www.linkedin.com/company/novemgroup/ |
https://novemgroup.com/ |
Located in Linden Oaks Office Park in Rochester, Novem Group was founded by Robert Bartolotta in 1994 as a way to offer investment clients the opportunity to house their corporate benefits and retirement plan needs under one roof. In 2005, Nat Garfield joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience from the vendor and wholesaler side. Together, Bob and Nat have put together a team of independent Consultants whose focus is to be expert advisors to their clients, helping to build the best possible benefits portfolio available. |
|
| Novem Group |
Robert |
Hayes |
Wealth Advisor |
(585) 348-9556 |
WM |
rhayes@novemgroup.com |
info@novemgroup.com |
350 Linden Oaks, Suite 140 |
Rochester |
NY |
14625 |
United States of America |
North America |
https://www.linkedin.com/in/robertchayes/ |
|
1.994 |
|
|
https://www.linkedin.com/company/novemgroup/ |
https://novemgroup.com/ |
Located in Linden Oaks Office Park in Rochester, Novem Group was founded by Robert Bartolotta in 1994 as a way to offer investment clients the opportunity to house their corporate benefits and retirement plan needs under one roof. In 2005, Nat Garfield joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience from the vendor and wholesaler side. Together, Bob and Nat have put together a team of independent Consultants whose focus is to be expert advisors to their clients, helping to build the best possible benefits portfolio available. |
|
| Novem Group |
Jeremy |
Raco |
Senior Vice President |
(585) 348-9546 |
WM |
jraco@novemgroup.com |
info@novemgroup.com |
350 Linden Oaks, Suite 140 |
Rochester |
NY |
14625 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-raco-a1b04412/ |
|
1.994 |
|
|
https://www.linkedin.com/company/novemgroup/ |
https://novemgroup.com/ |
Located in Linden Oaks Office Park in Rochester, Novem Group was founded by Robert Bartolotta in 1994 as a way to offer investment clients the opportunity to house their corporate benefits and retirement plan needs under one roof. In 2005, Nat Garfield joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience from the vendor and wholesaler side. Together, Bob and Nat have put together a team of independent Consultants whose focus is to be expert advisors to their clients, helping to build the best possible benefits portfolio available. |
|
| Novi Wealth Partners |
Robert |
Dunn |
President, Managing Partner |
(609) 921-7002 |
WM |
info@noviwealth.com |
info@noviwealth.com |
512 Executive Drive |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/robert-dunn-cfp/ |
|
1.998 |
|
|
https://www.linkedin.com/company/noviwealth/ |
https://www.noviwealth.com/ |
Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). |
|
| Nowlen, Holt & Miner, P.A. |
Edward |
Holt |
Managing Partner |
(561) 659-3060 |
WM |
ETH@nhmcpa.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/edward-holt-ab817179/ |
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Nowlen, Holt & Miner, P.A. |
Terry |
Morton Jr |
Partner |
(561) 659-3060 |
WM |
TLM@nhmcpa.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/terry-morton-05130b59/ |
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Nowlen, Holt & Miner, P.A. |
Thomas |
Holt |
Wealth Manager |
(561) 659-3060 |
WM |
TH@nhmcpa.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-holt-cpa-pfs-cgma-6966a127/ |
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Nowlen, Holt & Miner, P.A. |
Brian |
Brescia |
Wealth Manager, Financial Advisor |
(561) 659-3060 |
WM |
BJB@nhmcpa.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/brian-brescia-cfp-cpa-8b692318/ |
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Nowlen, Holt & Miner, P.A. |
Ronald |
Bennett |
Partner |
(561) 659-3060 |
WM |
NRB@nhmcpa.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/n-ronald-bennett-cpa-cva-abv-cff-cgma-cdfa-2322938/ |
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Nowlen, Holt & Miner, P.A. |
Alexia |
Varga |
Wealth Management & Tax & Business Services Division |
(561) 659-3060 |
WM |
AGV@nhmcpa.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Nowlen, Holt & Miner, P.A. |
Robert |
Hendrix |
Principal, Wealth Manager |
(561) 996-5612 |
WM |
rwh@agtax.com |
js@nhmcpa.com |
515 N Flagler Drive, Suite 1700 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/bob-hendrix-442b0710/ |
Agribusiness, Athletes and Celebrities, Attorneys, Automotive Dealerships, Construction, Governmental Agencies, Local Business, Marine Services, Medical, Nonprofit Organizations, Private, Equity/Hedge Funds, Real Estate, RIA Compliance, Road-side Services |
1.961 |
|
|
https://www.linkedin.com/company/nowlen-holt-&-miner-p.a./ |
https://www.nhmcpa.com/ |
Formally organized in 1961, Nowlen, Holt & Miner (NH&M) has grown progressively and has become one of the larger Certified Public Accounting firms in Palm Beach County, Florida. NH&M provides quality service to meet our clients’ needs, contribute to our clients’ welfare, and help our clients overcome challenges and improve performance. Quality service is a pivotal component of our firm’s tradition and the cornerstone upon which we build our business present and future.
Nowlen Holt & Miners provides quality service to meet our clients’ needs and improve performance regardless of which industry we are servicing. Below are a few of the core industries that we provide with accounting services. This list is only a small number of the vast amount of industries that we have worked with in the last 50 years. |
|
| Noyes Capital Management |
Scott |
Noyes |
President |
(973) 267-8120 |
WM |
scott.noyes@noyescapital.com |
|
17 Village Road Second Floor |
New Vernon |
NJ |
07976 |
United States of America |
North America |
https://www.linkedin.com/in/scott-noyes-cfa-cfp®-713470/ |
|
2.004 |
|
|
https://www.linkedin.com/company/noyes-capital-management-llc/ |
https://noyescapital.com/ |
Noyes Capital offers Comprehensive Financial Planning and Investment Management services to clients in the New York and New Jersey metropolitan area. Scott Noyes, President, is a NAPFA-Registered Financial Advisor, Certified Financial Planner™ and Chartered Financial Analyst. The office is centrally located in Morris County between Morristown, NJ, Bernardsville, NJ and Madison, NJ. |
|
| Nuance Investments |
Scott |
Moore |
President and Chief Investment Officer |
(816) 743-7080 |
WM |
scott.moore@nuanceinvestments.com |
client.services@nuanceinvestments.com |
4900 Main Street, Suite 220 |
Kansas City |
MO |
64112 |
United States of America |
North America |
https://www.linkedin.com/in/scottamoore/ |
|
2.008 |
$913.5M |
|
https://www.linkedin.com/company/nuance-investments-llc/ |
http://www.nuanceinvestments.com/ |
Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. |
|
| Nuance Investments |
Chad |
Baumler |
VP and Portfolio Manager |
(816) 743-7080 |
WM |
chad.baumler@nuanceinvestments.com |
client.services@nuanceinvestments.com |
4900 Main Street, Suite 220 |
Kansas City |
MO |
64112 |
United States of America |
North America |
https://www.linkedin.com/in/chad-baumler-cfa-5970a69a |
|
2.008 |
$913.5M |
|
https://www.linkedin.com/company/nuance-investments-llc/ |
http://www.nuanceinvestments.com/ |
Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. |
|
| Nuance Investments |
Paul |
Gillespie |
VP and Client Portfolio Manager |
(816) 743-7092 |
WM |
paul.gillespie@nuanceinvestments.com |
client.services@nuanceinvestments.com |
4900 Main Street, Suite 220 |
Kansas City |
MO |
64112 |
United States of America |
North America |
https://www.linkedin.com/in/paul-gillespie-39202a4/ |
|
2.008 |
$913.5M |
|
https://www.linkedin.com/company/nuance-investments-llc/ |
http://www.nuanceinvestments.com/ |
Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. |
|
| Nuance Investments |
John |
Wheeler |
Director of Trading |
(816) 743-7080 |
WM |
john.wheeler@nuanceinvestments.com |
client.services@nuanceinvestments.com |
4900 Main Street, Suite 220 |
Kansas City |
MO |
64112 |
United States of America |
North America |
https://www.linkedin.com/in/john-j-wheeler-0a66b89/ |
|
2.008 |
$913.5M |
|
https://www.linkedin.com/company/nuance-investments-llc/ |
http://www.nuanceinvestments.com/ |
Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. |
|
| Oak Family Advisors, LLC |
Terrence |
Wilson |
CEO & Co-CIO |
(312) 373-7221 |
WM |
twilson@ofallc.com |
Info@ofallc.com |
150 North Wacker Drive Suite 1760 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
2.006 |
$120M |
|
https://www.linkedin.com/company/oak-family-advisors-llc |
http://www.ofallc.com/ |
Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client’s best interest in mind. |
|
| Oak Wealth Advisors, LLC |
Michael |
Walther |
President and Managing Member |
(847) 945-8888 |
WM |
mike@oakwealth.com |
info@oakwealth.com |
836 Skokie Boulevard |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/michael-walther-cpa-pfs-cfp®-cfa-a49945a/ |
|
|
$109 million |
|
|
https://oakwealth.com/ |
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. |
|
| Oakbridge Limited (fka Stenham Wealth Management) |
David |
Barker |
Managing Director |
44 (0) 1534 715739 |
WM |
david.baker@oakbridge.je |
enquiries@oakbridge.je |
Weighbridge House 2nd floor Liberation Square |
Jersey |
|
JE2 3NA |
Channel Islands |
Europe |
https://www.linkedin.com/in/david-baker-424b0040 |
|
2.016 |
|
|
https://www.linkedin.com/company/oakbridgelimited/ |
https://www.oakbridge.je/ |
Oakbridge provide independent investment services, on an advisory or discretionary basis, to private clients, trustees, charities and family offices. Relationships are at the heart of what we do; we provide an investment service defined by our clients’ needs, taking time to fully appreciate their defined objectives so that we can create their optimal portfolio. In today’s market environment, sustainable growth is only possible if we do things responsibly alongside our clients, marrying our interests with theirs. |
|
| Oakbridge Limited (fka Stenham Wealth Management) |
Allan |
Stewart |
Director |
44 (0)1534 709597 |
WM |
allan.stewart@oakbridge.je |
enquiries@oakbridge.je |
Weighbridge House 2nd floor Liberation Square |
Jersey |
|
JE2 3NA |
Channel Islands |
Europe |
https://www.linkedin.com/in/allan-stewart-328576196/ |
|
2.016 |
|
|
https://www.linkedin.com/company/oakbridgelimited/ |
https://www.oakbridge.je/ |
Oakbridge provide independent investment services, on an advisory or discretionary basis, to private clients, trustees, charities and family offices. Relationships are at the heart of what we do; we provide an investment service defined by our clients’ needs, taking time to fully appreciate their defined objectives so that we can create their optimal portfolio. In today’s market environment, sustainable growth is only possible if we do things responsibly alongside our clients, marrying our interests with theirs. |
|
| Oakbridge Limited (fka Stenham Wealth Management) |
Tracey |
Walker |
Director |
44 (0)1534 610126 |
WM |
tracey.walker@oakbridge.je |
enquiries@oakbridge.je |
Weighbridge House 2nd floor Liberation Square |
Jersey |
|
JE2 3NA |
Channel Islands |
Europe |
https://www.linkedin.com/in/tracey-walker-251a5a2a/ |
|
2.016 |
|
|
https://www.linkedin.com/company/oakbridgelimited/ |
https://www.oakbridge.je/ |
Oakbridge provide independent investment services, on an advisory or discretionary basis, to private clients, trustees, charities and family offices. Relationships are at the heart of what we do; we provide an investment service defined by our clients’ needs, taking time to fully appreciate their defined objectives so that we can create their optimal portfolio. In today’s market environment, sustainable growth is only possible if we do things responsibly alongside our clients, marrying our interests with theirs. |
|
| Occidental Asset Management, LLC |
Charles |
Cattano III |
Managing Principal, Executive Director of Wealth Management & Family Office Services |
(866) 520-4985 |
WM |
ccattano@occamllc.net |
info@occamllc.net |
301 California Drive |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-cattano-59480/ |
|
2.001 |
$225M |
|
https://www.linkedin.com/company/occidental-asset-management-llc-occam-/ |
https://www.occamllc.net/ |
Occidental Asset Management, LLC (OCCAM) is a fee-only, commission-free, Independent, Registered Investment Advisory firm. Our mission for Investors is drawn from a scientific principle: when there exist two equally viable solutions to a problem, choose the simplest. OCCAM strives to achieve this principle in understanding a Client’s goals and formulating a plan through Investment Management and Financial Planning. Simply put, we help our Clients quantify what they have, calculate what they need, chart their course, and ensure that they stay on track. |
|
| Occidental Asset Management, LLC |
Nathan |
Walsh |
Managing Principal, Executive Director of Asset Management & Compliance |
(866) 520-4985 |
WM |
nwhatton@occamllc.net |
info@occamllc.net |
301 California Drive |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/nathanhwalsh/ |
|
2.001 |
$225M |
|
https://www.linkedin.com/company/occidental-asset-management-llc-occam-/ |
https://www.occamllc.net/ |
Occidental Asset Management, LLC (OCCAM) is a fee-only, commission-free, Independent, Registered Investment Advisory firm. Our mission for Investors is drawn from a scientific principle: when there exist two equally viable solutions to a problem, choose the simplest. OCCAM strives to achieve this principle in understanding a Client’s goals and formulating a plan through Investment Management and Financial Planning. Simply put, we help our Clients quantify what they have, calculate what they need, chart their course, and ensure that they stay on track. |
|
| Ocean Avenue Financial Services, LLC |
Skip |
Zwahlen |
Principal |
(310) 451-0515 |
WM |
skip.Zwahlen@oceanavewm.com |
|
1431 Ocean Avenue, Suite 1100 |
Santa Monica |
CA |
90401 |
United States of America |
North America |
https://www.linkedin.com/in/skip-zwahlen-320189/ |
|
2.010 |
|
|
https://www.linkedin.com/company/ocean-avenue-wealth-management/ |
http://www.oceanavewm.com/ |
Ocean Avenue Wealth Management is a financial advisory firm based in Santa Monica, California. The firm specializes in providing a truly holistic wealth management experience to high net worth individuals, families and corporate executives. We offer a client experience similar to that of a family office at a more accessible level of net worth. Our business model was designed to provide incremental value to those who demand high-level service, expect confidentiality and seek objective and thoughtful advice. |
|
| Oceanside Wealth Management |
Kevin |
Ford |
Financial Advisor |
(561) 277-9382 |
WM |
kevin.ford@jwcemail.com |
charna.gordon@jwcemail.com |
550 Heritage Drive, Suite 160 |
Jupiter |
FL |
33458 |
United States of America |
North America |
|
|
|
|
|
|
https://oceansidewealthmanagement.net/ |
Oceanside Wealth Management is an Independent Financial Services Firm, servicing clients throughout the United States. Independently owned and having absolutely no ties to any proprietary securities or products,we are able to successfully and ethically serve our clients’ financial needs without any added pressures or quotas. Solid relationships serve as the foundation for our success as well as the catalyst for our future growth. |
|
| Ocotillo Wealth Management |
Jeremy |
Mellberg |
President, Financial Advisor |
(480) 729-6281 |
WM |
jeremy@owmfirm.com |
Info@owmfirm.com |
5635 N. Scottsdale Rd., Suite 170 |
Scottsdale |
AZ |
85250 |
United States of America |
North America |
|
|
2.017 |
|
|
|
https://ocotillowealthmanagement.com/ |
Ocotillo Wealth Management, an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. |
|
| Ocotillo Wealth Management |
Jessica |
Mellberg |
Investment Advisor Representative |
(480) 729-6281 |
WM |
jessica.mellberg@owmfirm.com |
Info@owmfirm.com |
5635 N. Scottsdale Rd., Suite 170 |
Scottsdale |
AZ |
85250 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-mellberg-6b10251b7/ |
|
2.017 |
|
|
|
https://ocotillowealthmanagement.com/ |
Ocotillo Wealth Management, an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. |
|
| Octava Pte Ltd. |
Hangming |
Cao |
Investment Manager |
65 6837 0368 |
WM |
hangming10@gmail.com |
enquiries@octava.sg |
8 Temasek Boulevard, #38-01 Suntec Tower Three |
Singapore |
|
038988 |
Singapore |
Asia |
https://www.linkedin.com/in/michaelcao3/ |
Real Estate, Property Development, Financial Technology and Lifestyle Concepts, Information Technology, Technology Funds, Education, Resources and Biosciences |
|
|
|
https://www.linkedin.com/in/michaelcao3/?originalSubdomain=sg |
http://www.octava.sg/ |
Octava is a family office based in Singapore that has multiple investments across diverse industries, focusing mainly on real estate investment, property development, financial technology and lifestyle concepts. Led by an experienced team, with extensive wealth of knowledge in the fields of business and management, Octava believes in long term sustainable investments and creating value through strategic partnerships. Other industries which Octava has invested in includes, information technology, technology funds, education, resources and biosciences. |
|
| Odgers Berndtson |
Steve |
Potter |
CEO |
1 646 553 4758 |
WM |
steve.potter@odgersberndtson.com |
info@odgersberndtson.com |
2 Grand Central Tower, 140 E 45th St, 44th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/pottersteven/ |
|
1.966 |
$22 billion |
|
https://www.linkedin.com/company/odgers-berndtson/ |
https://www.odgersberndtson.com/ |
At Odgers Berndtson, we support clients in making the most important decisions. Our approach to executive search drives our consultants to develop a comprehensive understanding of our clients’ organisation and the context of their business. This deep understanding allows us to provide continuous advice to clients to develop and support their talent management and acquisition program.
Working with organisations ranging from listed corporations to family-owned business, equity backed enterprises, associations and institutions, Odgers Berndtson collaborates with leading organisations to develop and strengthen their talent.
We call our approach Search Intelligence. |
|
| Odgers Berndtson |
Alex |
Thomson |
Head, Asset Management Practice |
1 617 208 4542 |
WM |
alex.thomson@odgersberndtson.com |
info@odgersberndtson.com |
2 Grand Central Tower, 140 E 45th St, 44th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/alex-thomson-298497/ |
|
1.966 |
$22 billion |
|
https://www.linkedin.com/company/odgers-berndtson/ |
https://www.odgersberndtson.com/ |
At Odgers Berndtson, we support clients in making the most important decisions. Our approach to executive search drives our consultants to develop a comprehensive understanding of our clients’ organisation and the context of their business. This deep understanding allows us to provide continuous advice to clients to develop and support their talent management and acquisition program.
Working with organisations ranging from listed corporations to family-owned business, equity backed enterprises, associations and institutions, Odgers Berndtson collaborates with leading organisations to develop and strengthen their talent.
We call our approach Search Intelligence. |
|
| Odgers Berndtson |
Brian |
Schnepff |
Head, Insurance Practice |
1 312 756 0378 |
WM |
brian.schnepff@odgersberndtson.com |
info@odgersberndtson.com |
2 Grand Central Tower, 140 E 45th St, 44th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/brian-schnepff-773ba92/ |
|
1.966 |
$22 billion |
|
https://www.linkedin.com/company/odgers-berndtson/ |
https://www.odgersberndtson.com/ |
At Odgers Berndtson, we support clients in making the most important decisions. Our approach to executive search drives our consultants to develop a comprehensive understanding of our clients’ organisation and the context of their business. This deep understanding allows us to provide continuous advice to clients to develop and support their talent management and acquisition program.
Working with organisations ranging from listed corporations to family-owned business, equity backed enterprises, associations and institutions, Odgers Berndtson collaborates with leading organisations to develop and strengthen their talent.
We call our approach Search Intelligence. |
|
| Odgers Berndtson |
Derek |
Wilkinson |
Head, International Development Practive |
1 202 536 5168 |
WM |
derek.wilkinson@odgersberndtson.com |
info@odgersberndtson.com |
2 Grand Central Tower, 140 E 45th St, 44th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/derekwilkinson/ |
|
1.966 |
$22 billion |
|
https://www.linkedin.com/company/odgers-berndtson/ |
https://www.odgersberndtson.com/ |
At Odgers Berndtson, we support clients in making the most important decisions. Our approach to executive search drives our consultants to develop a comprehensive understanding of our clients’ organisation and the context of their business. This deep understanding allows us to provide continuous advice to clients to develop and support their talent management and acquisition program.
Working with organisations ranging from listed corporations to family-owned business, equity backed enterprises, associations and institutions, Odgers Berndtson collaborates with leading organisations to develop and strengthen their talent.
We call our approach Search Intelligence. |
|
| Odlum Brown |
Debra |
Hewson |
President and CEO |
(604) 669-1600 |
WM |
debra@odlumbrown.com |
information@odlumbrown.com |
Suite 1100 – 250 Howe Street |
Vancouver |
BC |
V6C 3S9 |
Canada |
North America |
https://www.linkedin.com/in/debrahewson/ |
|
1.923 |
|
|
https://www.linkedin.com/company/odlum-brown-limited |
https://www.odlumbrown.com/ |
Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. |
|
| Odlum Brown |
Peter |
Pacholko |
COO and CFO |
(604) 669-1600 |
WM |
ppacholko@odlumbrown.com |
information@odlumbrown.com |
Suite 1100 – 250 Howe Street |
Vancouver |
BC |
V6C 3S9 |
Canada |
North America |
|
|
1.923 |
|
|
https://www.linkedin.com/company/odlum-brown-limited |
https://www.odlumbrown.com/ |
Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. |
|
| Odlum Brown |
Murray |
Leith |
EVP, Director, Investment Research |
(604) 669-1600 |
WM |
mleith@odlumbrown.com |
information@odlumbrown.com |
Suite 1100 – 250 Howe Street |
Vancouver |
BC |
V6C 3S9 |
Canada |
North America |
https://www.linkedin.com/in/murray-leith-953904a/ |
|
1.923 |
|
|
https://www.linkedin.com/company/odlum-brown-limited |
https://www.odlumbrown.com/ |
Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. |
|
| O'Donnell Wealth Management |
Stephen |
O'Donnell Sr |
President / CEO / Director, Portfolio Management |
(307) 586-4279 |
WM |
steve@odonnellwm.com |
steve@odonnellwm.com |
1306 Sheridan Ave. |
Cody |
WY |
82414 |
United States of America |
North America |
|
|
2.013 |
|
|
https://www.linkedin.com/company/odonnell-wealth-management/ |
https://odonnellwm.com/ |
O’Donnell Wealth Management offers full service, discretionary investment management, and financial advisory services from its offices in beautiful downtown Cody, Wyoming, and Jackson, Wyoming. Not only do we build and manage investment portfolios, we also provide financial planning, retirement planning, and estate planning services. |
|
| Odyssey Wealth Management, LLC |
Brent |
Little |
Founder and Managing Director |
(972) 636-5037 |
WM |
Blittle@odysseywealth.com |
|
2500 N Dallas Parkway, Suite 496 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/brent-little-b1a80a1/ |
|
|
|
|
https://www.linkedin.com/company/odyssey-wealth-management-llc/ |
https://odysseywealth.com/ |
Odyssey Wealth Management is a Fee-Only wealth management firm providing independent and objective financial advice. We specialize in goals based financial planning and investment management services with a special focus on tax management and asset protection. Our clients live throughout the US and include business professionals, executives, physicians, and business owners. Odyssey Wealth Management is headquartered in Plano, Texas (a suburb of Dallas). |
|
| Odyssey Wealth Management, LLC |
Allen |
Kozel |
Wealth Manager |
(972) 636-5037 |
WM |
akozel@odysseywealth.com |
|
2500 N Dallas Parkway, Suite 496 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/allen-kozel-cfp-®-76986635/ |
|
|
|
|
https://www.linkedin.com/company/odyssey-wealth-management-llc/ |
https://odysseywealth.com/ |
Odyssey Wealth Management is a Fee-Only wealth management firm providing independent and objective financial advice. We specialize in goals based financial planning and investment management services with a special focus on tax management and asset protection. Our clients live throughout the US and include business professionals, executives, physicians, and business owners. Odyssey Wealth Management is headquartered in Plano, Texas (a suburb of Dallas). |
|
| OFC Wealth Management |
Jeff |
Waters |
President and Chief Investment Officer |
(973) 258-1007 |
WM |
jwaters@ofcwealth.com |
info@ofcwealth.com |
35 Canoe Brook Rd |
Short Hills |
NJ |
07078 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-waters/ |
|
2.005 |
|
|
https://www.linkedin.com/company/ofc-wealth-management/ |
http://www.ofcplanning.com/ |
OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. |
|
| OFC Wealth Management |
Emily |
Jaffe |
Senior Wealth Manager |
(917) 312-4430 |
WM |
ejaffe@ofcwealth.com |
info@ofcwealth.com |
35 Canoe Brook Rd |
Short Hills |
NJ |
07078 |
United States of America |
North America |
https://www.linkedin.com/in/emily-jaffe-cfp®-8730912/ |
|
2.005 |
|
|
https://www.linkedin.com/company/ofc-wealth-management/ |
http://www.ofcplanning.com/ |
OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. |
|
| OFC Wealth Management |
Michi |
Nakagama Magee |
Director of Financial Planning |
(917) 587-0059 |
WM |
mnmagee@ofcwealth.com |
info@ofcwealth.com |
35 Canoe Brook Rd |
Short Hills |
NJ |
07078 |
United States of America |
North America |
https://www.linkedin.com/in/michi-nakagama-magee-cfp®-1064055/ |
|
2.005 |
|
|
https://www.linkedin.com/company/ofc-wealth-management/ |
http://www.ofcplanning.com/ |
OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. |
|
| Ogorek Wealth Management, LLC |
Anthony |
Ogorek |
Founder & Chief Investment Officer |
(716) 626-5000 |
WM |
tony@ogorek.com |
prosper@ogorek.com |
6400 Sheridan Drive, Suite 224 |
Williamsville |
NY |
14221 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-ogorek-ed-d-cfp®-b0030343/ |
|
1.987 |
$325M |
|
https://www.linkedin.com/company/ogorek-wealth-management-llc/ |
https://ogorek.com/ |
We are a fee-only wealth management firm specializing in retirement coaching, dedicated to helping clients reconnect with the people and experiences that are most meaningful to them. |
|
| OIG Wealth Management |
Alfredo |
Oliva |
President |
(305) 421-6300 |
WM |
aolivajr@oigwealth.com |
|
1395 Brickell Ave., Suite 1500 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/alfredo-oliva-jr-bb1b8167/ |
|
2.003 |
|
|
https://www.linkedin.com/company/oigwealthmanagement/ |
https://oigwealth.com |
OIG Wealth provides you with the expertise required in our complex financial world, either directly or in conjunction with your other professional advisers – from defining financial objectives, analysis of ownership structures, portfolio construction and review, debt restructuring, advice on the technicalities of superannuation, management of risk and protection of your assets, to the smooth and tax-efficient transfer of wealth between your family members.
OIG Wealth provides customized financial and retirement advice to help you meet your personal and financial goals throughout each stage of your life. We have earned our reputation as specialists for one simple reason…it's what we do, and we do it well.
For those clients who seek high quality, tailored financial advice and would like direction and guidance in helping achieve their personal goals and lifestyle objectives. Wealth management services with offices in South Florida (Brickell - Miami and Fort Lauderdale). |
|
| OJM Group, LLC |
Jason |
O'Dell |
Principal and Managing Partner |
(877) 656-4362 |
WM |
odell@ojmgroup.com |
|
8044 Montgomery Road, Suite 440 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/jasonodell/ |
|
2.007 |
$282 million |
|
https://www.linkedin.com/company/ojmgroup/ |
https://www.ojmgroup.com/ |
OJM, a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management. We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire. |
|
| OJM Group, LLC |
David |
Mandell |
Principal |
(877) 656-4362 |
WM |
mandell@ojmgroup.com |
|
8044 Montgomery Road, Suite 440 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/davidbmandell/ |
|
2.007 |
$282 million |
|
https://www.linkedin.com/company/ojmgroup/ |
https://www.ojmgroup.com/ |
OJM, a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management. We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire. |
|
| OJM Group, LLC |
Carole |
Foos |
Principal |
(877) 656-4362 |
WM |
carole@ojmgroup.com |
|
8044 Montgomery Road, Suite 440 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/carolefoos/ |
|
2.007 |
$282 million |
|
https://www.linkedin.com/company/ojmgroup/ |
https://www.ojmgroup.com/ |
OJM, a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management. We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire. |
|
| OJM Group, LLC |
Michael |
Lewellen |
Director of Financial Advisors |
(877) 656-4362 |
WM |
michael@ojmgroup.com |
|
8044 Montgomery Road, Suite 440 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
http://www.linkedin.com/in/lewellenhm/ |
|
2.007 |
$282 million |
|
https://www.linkedin.com/company/ojmgroup/ |
https://www.ojmgroup.com/ |
OJM, a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management. We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire. |
|
| OJM Group, LLC |
Bob |
Peelman |
Director of Wealth Advisors |
(877) 656-4362 |
WM |
bob@ojmgroup.com |
|
8044 Montgomery Road, Suite 440 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/bobpeelman/ |
|
2.007 |
$282 million |
|
https://www.linkedin.com/company/ojmgroup/ |
https://www.ojmgroup.com/ |
OJM, a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management. We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire. |
|
| Old Castle Financial Advisors |
Ronald |
Duswalt |
Founder |
(516) 394-2514 |
WM |
rduswalt@OCFAdvisors.com |
|
333 Earle Ovington Blvd. Suite 402 |
Uniondale |
NY |
11553 |
United States of America |
North America |
https://www.linkedin.com/in/ron-duswalt-cfp/ |
|
2.003 |
|
|
https://www.linkedin.com/company/old-castle-financial-advisors/ |
http://www.oldcastlefinancial.com/ |
Old Castle Financial Advisors is dedicated to helping you, your family and your business with your financial goals. Using a needs-based approach, we will work together with you to identify and focus on your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs. |
|
| Old North State Wealth Management |
Paul |
Knott |
Managing Partner |
(910) 509-3800 |
WM |
pknott@oldnorthstatewealth.com |
info@oldnorthstatewealth.com |
1430 Commonwealth Drive, Suite 200 |
Wilmington |
NC |
28403 |
United States of America |
North America |
https://www.linkedin.com/in/paul-knott-6a2b9a68/ |
|
|
$120.4 million |
|
https://www.linkedin.com/company/old-north-state-wealth-management-llc |
http://www.oldnorthstatewealth.com |
Old North State Wealth Management delivers customized wealth management solutions to financially successful families. Simply put, we become the family CFO. By combining the core elements of financial planning under one roof, our clients financial needs, goals, and situations are continuously monitored and if necessary adjusted in what becomes their “Live Financial Plan”. |
|
| Old North State Wealth Management |
Danielle |
Annechiarico |
Chief Compliance Officer & Financial Planner |
(910) 509-3800 |
WM |
danielle@oldnorthstatewealth.com |
info@oldnorthstatewealth.com |
1430 Commonwealth Drive, Suite 200 |
Wilmington |
NC |
28403 |
United States of America |
North America |
https://www.linkedin.com/in/danielle-annechiarico-ba26461b/ |
|
|
$120.4 million |
|
https://www.linkedin.com/company/old-north-state-wealth-management-llc |
http://www.oldnorthstatewealth.com |
Old North State Wealth Management delivers customized wealth management solutions to financially successful families. Simply put, we become the family CFO. By combining the core elements of financial planning under one roof, our clients financial needs, goals, and situations are continuously monitored and if necessary adjusted in what becomes their “Live Financial Plan”. |
|
| Old North State Wealth Management |
Charles |
Buckland |
Financial Advisor |
(910) 509-3800 |
WM |
cbuckland@oldnorthstatewealth.com |
info@oldnorthstatewealth.com |
1430 Commonwealth Drive, Suite 200 |
Wilmington |
NC |
28403 |
United States of America |
North America |
https://www.linkedin.com/in/charles-buckland-cpa-pfs-32bb6a5/ |
|
|
$120.4 million |
|
https://www.linkedin.com/company/old-north-state-wealth-management-llc |
http://www.oldnorthstatewealth.com |
Old North State Wealth Management delivers customized wealth management solutions to financially successful families. Simply put, we become the family CFO. By combining the core elements of financial planning under one roof, our clients financial needs, goals, and situations are continuously monitored and if necessary adjusted in what becomes their “Live Financial Plan”. |
|
| Olson Wealth Group, LLC |
Sharon |
Olson |
President |
(952) 835-1797 |
WM |
sharonolson@olsonwealthgroup.com |
info@olsonwealthgroup.com |
8500 Normandale Lake Boulevard, Suite 970 |
Bloomington |
MN |
55437 |
United States of America |
North America |
https://www.linkedin.com/in/sharonolson2/ |
|
1.982 |
|
|
https://www.linkedin.com/company/olson-wealth-group/ |
https://www.olsonwealthgroup.com/ |
Olson Wealth Group provides you distinctive guidance for maximizing wealth. Wealth comes with great opportunity, responsibility, and an increasing complexity of choices. Decisions with respect to whom you share your financial and personal aspirations, become paramount. While maintaining and growing your wealth is critical, equally important is developing a strategy for realizing the integrity of your vision and a meaningful legacy. Our firm specializes in creating tailored strategies to address complex issues and to bring you the freedom to pursue what is most important to you. You control the destination and purpose of your wealth, we steward that process. In that pursuit, we anticipate issues proactively, strategize for best results, and above all, remain ever present and committed to your success. |
|
| Omega Squared Wealth Management |
Chet |
Teichman |
Wealth Manager |
(817) 500-0556 |
WM |
Chet@Omega2Wealth.com |
LindaMcCarn@Omega2wealth.com |
550 Reserve Street, Suite 190 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/chetteichman |
|
|
|
|
https://www.linkedin.com/company/omega2-wealth-management/ |
https://www.omega2wealth.com/ |
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. |
|
| Omega Squared Wealth Management |
Cathy |
Tamez |
Wealth Manager |
(817) 500-0556 |
WM |
CathyTamez@Omega2Wealth.com |
LindaMcCarn@Omega2wealth.com |
550 Reserve Street, Suite 190 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/cathytamez/ |
|
|
|
|
https://www.linkedin.com/company/omega2-wealth-management/ |
https://www.omega2wealth.com/ |
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. |
|
| Omega Squared Wealth Management |
Karin |
McIntosh |
Wealth Manager |
(817) 500-0556 |
WM |
Karin@Omega2Wealth.com |
LindaMcCarn@Omega2wealth.com |
550 Reserve Street, Suite 190 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/karin-mcintosh-868ab014/ |
|
|
|
|
https://www.linkedin.com/company/omega2-wealth-management/ |
https://www.omega2wealth.com/ |
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. |
|
| Omega Squared Wealth Management |
Aaron |
Soderstrom |
Chief Investment Strategist |
(817) 500-0556 |
WM |
aaron@omega2capital.com |
LindaMcCarn@Omega2wealth.com |
550 Reserve Street, Suite 190 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/aaronsoderstrom/ |
|
|
|
|
https://www.linkedin.com/company/omega2-wealth-management/ |
https://www.omega2wealth.com/ |
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. |
|
| Omega Squared Wealth Management |
Shawn |
Startti |
Wealth Manager |
(817) 500-0556 |
WM |
Shawn@Omega2Wealth.com |
LindaMcCarn@Omega2wealth.com |
550 Reserve Street, Suite 190 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/shawnstartti/ |
|
|
|
|
https://www.linkedin.com/company/omega2-wealth-management/ |
https://www.omega2wealth.com/ |
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. |
|
| Omega Wealth Management |
Lisa A.K. |
Kirchenbauer |
President |
(703) 387-0919 Ext. 1002 |
WM |
lisa@omegawealthmanagement.com |
info@omegawealthmanagement.com |
200 North Glebe Road, Suite 730 |
Arlington |
VA |
22203 |
United States of America |
North America |
https://www.linkedin.com/in/lisaakkirchenbauer/ |
|
1.999 |
$83 million |
|
https://www.linkedin.com/company/omega-wealth-management/ |
https://omegawealthmanagement.com |
We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live. |
|
| Omega Wealth Management |
Jared |
Jones |
Associate Financial Advisor |
(707) 387-0919 |
WM |
jared@omegawealthmanagement.com |
info@omegawealthmanagement.com |
200 North Glebe Road, Suite 730 |
Arlington |
VA |
22203 |
United States of America |
North America |
https://www.linkedin.com/in/jared-jones-cfp®-cima®-ceft®-a2630297/ |
|
1.999 |
$83 million |
|
https://www.linkedin.com/company/omega-wealth-management/ |
https://omegawealthmanagement.com |
We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live. |
|
| Omega Wealth Management |
Kathy |
Frakes |
Director Of Financial Planning & Lead Advisor |
(707) 387-0919 |
WM |
Kathy@OmegaWealthManagement.com |
info@omegawealthmanagement.com |
200 North Glebe Road, Suite 730 |
Arlington |
VA |
22203 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-frakes-cfp®-ceft®-627a183b/ |
|
1.999 |
$83 million |
|
https://www.linkedin.com/company/omega-wealth-management/ |
https://omegawealthmanagement.com |
We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live. |
|
| Omega Wealth Management |
Jared |
Jones |
Associate Financial Advisor |
(707) 387-0919 |
WM |
Jared@OmegaWealthManagement.com |
info@omegawealthmanagement.com |
200 North Glebe Road, Suite 730 |
Arlington |
VA |
22203 |
United States of America |
North America |
https://www.linkedin.com/in/jared-jones-cfp®-cima®-ceft®-a2630297/ |
|
1.999 |
$83 million |
|
https://www.linkedin.com/company/omega-wealth-management/ |
https://omegawealthmanagement.com |
We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live. |
|
| One Capital Management |
Donald |
McDonald |
Founder | Managing Director |
(805) 409-8150 |
WM |
dmcdonald@onecapital.com |
|
3075 Townsgate Road, Suite 350 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/don-mcdonald-8a93a018/ |
|
2.001 |
|
|
https://www.linkedin.com/company/one-capital-management-llc/ |
http://www.onecapital.com/ |
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. |
|
| One Capital Management |
Patrick |
Bowen |
President |
(805) 409-8150 |
WM |
pbowen@onecapital.com |
|
3075 Townsgate Road, Suite 350 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-bowen-310408/ |
|
2.001 |
|
|
https://www.linkedin.com/company/one-capital-management-llc/ |
http://www.onecapital.com/ |
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. |
|
| One Capital Management |
Dan |
Stridsberg |
Managing Director |
(805) 409-8150 |
WM |
dstridsberg@onecapital.com |
|
3075 Townsgate Road, Suite 350 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/dan-stridsberg-733a476/ |
|
2.001 |
|
|
https://www.linkedin.com/company/one-capital-management-llc/ |
http://www.onecapital.com/ |
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. |
|
| One Capital Management |
Steve |
Cowley |
Chief Investment Officer |
(805) 409-8150 |
WM |
scowley@onecapital.com |
|
3075 Townsgate Road, Suite 350 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/steven-cowley-cfa-06098820/ |
|
2.001 |
|
|
https://www.linkedin.com/company/one-capital-management-llc/ |
http://www.onecapital.com/ |
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. |
|
| One Capital Management |
Brad |
Barrett |
Managing Director |
(805) 409-8150 |
WM |
bbarrett@onecapital.com |
|
3075 Townsgate Road, Suite 350 |
Westlake Village |
CA |
91361 |
United States of America |
North America |
https://www.linkedin.com/in/bradocm/ |
|
2.001 |
|
|
https://www.linkedin.com/company/one-capital-management-llc/ |
http://www.onecapital.com/ |
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. |
|
| One Charles Private Wealth, LLC |
Eric |
Anthony |
Advisory Team |
(602) 279-2020 |
WM |
EAnthony@OCPWS.com |
|
15333 N. Pima Road, Suite 215 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/eric-anthony-cfp®-chfc®-91b16112a/ |
|
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/ |
https://www.ocpws.com/ |
Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes. |
|
| One Charles Private Wealth, LLC |
Rylan |
Folts |
Advisory Team |
(602) 279-2020 |
WM |
RFolts@OCPWS.com |
|
15333 N. Pima Road, Suite 215 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/rylanfolts/ |
|
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/ |
https://www.ocpws.com/ |
Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes. |
|
| One Charles Private Wealth, LLC |
Mason |
Ridley |
Advisory Team |
(602) 279-2020 |
WM |
MRidley@OCPWS.com |
|
15333 N. Pima Road, Suite 215 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/mason-ridley-2870a9b9/ |
|
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/ |
https://www.ocpws.com/ |
Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes. |
|
| One Charles Private Wealth, LLC |
Steven |
Neeley |
Chief Investment Officer |
(602) 279-2020 |
WM |
SNeeley@OCPWS.com |
|
15333 N. Pima Road, Suite 215 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/ |
https://www.ocpws.com/ |
Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes. |
|
| One Charles Private Wealth, LLC |
Susan |
Abbass |
CCO |
(602) 279-2020 |
WM |
SAbbass@OCPWS.com |
|
15333 N. Pima Road, Suite 215 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/ |
https://www.ocpws.com/ |
Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes. |
|
| One Charles Private Wealth, LLC |
Gavin |
Lyons |
COO |
(602) 279-2020 |
WM |
GLyons@OCPWS.com |
|
15333 N. Pima Road, Suite 215 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/ |
https://www.ocpws.com/ |
Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes. |
|
| One Wealth |
Alexander |
Schmitz |
Managing Partner |
(415) 729-1770 |
WM |
aschmitz@onewealth.net |
info@onewealth.net |
766 Valencia Street, 2nd Floor |
San Francisco |
CA |
94110 |
United States of America |
North America |
https://www.linkedin.com/in/alexjschmitz/ |
|
2.015 |
|
|
https://www.linkedin.com/company/one-wealth-advisors/ |
https://onewealth.net/ |
We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. |
|
| One Wealth Advisors |
David |
Steele |
Managing Partner |
(415) 729-1770 |
WM |
dsteele@onewealth.net |
info@onewealth.net |
766 Valencia Street, 2nd Floor |
San Francisco |
CA |
94110 |
United States of America |
North America |
https://www.linkedin.com/in/david-steele-76088a/ |
|
2.015 |
|
|
https://www.linkedin.com/company/one-wealth-advisors/ |
https://onewealth.net/ |
At One Wealth Advisors, we believe wealth management is about more than money, it is about helping our clients to live happier, more peaceful lives. We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world. We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. As a true fiduciary we serve the specific needs of our clients, not our own, and are bound by law to place our client’s interests above everything else. |
|
| One Wealth Advisors |
Jonathan |
Steele |
Managing Partner |
(415) 729-1770 |
WM |
jsteele@onewealth.net |
info@onewealth.net |
766 Valencia Street, 2nd Floor |
San Francisco |
CA |
94110 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-steele-cfa-3549718/ |
|
2.015 |
|
|
https://www.linkedin.com/company/one-wealth-advisors/ |
https://onewealth.net/ |
At One Wealth Advisors, we believe wealth management is about more than money, it is about helping our clients to live happier, more peaceful lives. We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world. We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. As a true fiduciary we serve the specific needs of our clients, not our own, and are bound by law to place our client’s interests above everything else. |
|
| One Wealth Advisors |
Alexander |
Schmitz |
Managing Partner |
(415) 729-1770 |
WM |
aschmitz@onewealth.net |
info@onewealth.net |
766 Valencia Street, 2nd Floor |
San Francisco |
CA |
94110 |
United States of America |
North America |
https://www.linkedin.com/in/alexjschmitz/ |
|
2.015 |
|
|
https://www.linkedin.com/company/one-wealth-advisors/ |
https://onewealth.net/ |
At One Wealth Advisors, we believe wealth management is about more than money, it is about helping our clients to live happier, more peaceful lives. We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world. We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. As a true fiduciary we serve the specific needs of our clients, not our own, and are bound by law to place our client’s interests above everything else. |
|
| One Wealth Advisors |
Kevin |
Cohen |
Managing Partner |
(415) 729-1770 |
WM |
kcohen@onewealth.net |
info@onewealth.net |
766 Valencia Street, 2nd Floor |
San Francisco |
CA |
94110 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-cohen-5519341/ |
|
2.015 |
|
|
https://www.linkedin.com/company/one-wealth-advisors/ |
https://onewealth.net/ |
At One Wealth Advisors, we believe wealth management is about more than money, it is about helping our clients to live happier, more peaceful lives. We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world. We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. As a true fiduciary we serve the specific needs of our clients, not our own, and are bound by law to place our client’s interests above everything else. |
|
| One Wealth Advisors |
Frank |
Mannino |
Director of Financial Planning |
(415) 729-1770 |
WM |
fmannino@onewealth.net |
info@onewealth.net |
766 Valencia Street, 2nd Floor |
San Francisco |
CA |
94110 |
United States of America |
North America |
https://www.linkedin.com/in/frank-mannino-0508569/ |
|
2.015 |
|
|
https://www.linkedin.com/company/one-wealth-advisors/ |
https://onewealth.net/ |
At One Wealth Advisors, we believe wealth management is about more than money, it is about helping our clients to live happier, more peaceful lives. We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world. We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. As a true fiduciary we serve the specific needs of our clients, not our own, and are bound by law to place our client’s interests above everything else. |
|
| One Wealth Management Financial and Insurance Services, Inc. |
Jeremy |
Dicker |
Founder & CEO |
(310) 899-3136 |
WM |
jeremy@onewealthmgmt.com |
service@onewealthmgmt.com |
8383 Wilshire Blvd., Suite 212 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/jeremydicker/ |
|
2.012 |
|
|
https://www.linkedin.com/company/onewealthmgmt |
https://onewealthmgmt.com/ |
One Wealth Management provides solutions to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. |
|
| One Wealth Management Financial and Insurance Services, Inc. |
David |
Krouse |
Chief Operating Officer |
(310) 752-2511 |
WM |
DKrouse@onewealthmgmt.com |
service@onewealthmgmt.com |
8383 Wilshire Blvd., Suite 212 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/davidkrouseonewealthmgmt/ |
|
2.012 |
|
|
https://www.linkedin.com/company/onewealthmgmt |
https://onewealthmgmt.com/ |
One Wealth Management provides solutions to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. |
|
| One Wealth Management Financial and Insurance Services, Inc. |
Ryan |
Cleary |
Managing Director, Investments |
(310) 899-3136 |
WM |
rcleary@onewealthmgmt.com |
info@onewealthmgmt.com |
8383 Wilshire Blvd., Suite 212 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-cleary-clu-chfc-768aa069/ |
|
2.012 |
|
|
https://www.linkedin.com/company/onewealthmgmt |
https://onewealthmgmt.com/ |
One Wealth Management provides solutions to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. |
|
| One Wealth Management Financial and Insurance Services, Inc. |
Brandon |
Tesar |
Director of Financial Planning |
(310) 899-3142 |
WM |
btesar@onewealthmgmt.com |
info@onewealthmgmt.com |
8383 Wilshire Blvd., Suite 212 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-tesar-6488a231/ |
|
2.012 |
|
|
https://www.linkedin.com/company/onewealthmgmt |
https://onewealthmgmt.com/ |
One Wealth Management provides solutions to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. |
|
| One Wealth Management Financial and Insurance Services, Inc. |
David |
Krouse |
Senior Vice President & Chief Operating Officer |
(310) 752-2511 |
WM |
DKrouse@onewealthmgmt.com |
info@onewealthmgmt.com |
8383 Wilshire Blvd., Suite 212 |
Beverly Hills |
CA |
90212 |
United States of America |
North America |
https://www.linkedin.com/in/davidkrouseonewealthmgmt/ |
|
2.012 |
|
|
https://www.linkedin.com/company/onewealthmgmt |
https://onewealthmgmt.com/ |
One Wealth Management provides solutions to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. |
|
| OneAZ Wealth Management |
Thomas |
Mitchell |
SVP |
(877) 566-0517 |
WM |
OneAZWealth@oneazcu.com |
OneAZWealth@oneazcu.com |
2355 West Pinnacle Peak Rd. |
Phoenix |
AZ |
85027 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-e-mitchell-cfp®-7a08125/ |
|
|
|
|
https://www.linkedin.com/company/oneaz-wealth-management/ |
https://www.oneazwealth.com/ |
OneAZ Wealth Management provides access to an all-encompassing holistic philosophy to investments, retirement, insurance and full financial planning solutions for our clients. We seek to help each client be better financially prepared for tomorrow than they were today. |
|
| Onyx Financial Advisors, LLC |
Kenneth |
Simpson |
Managing Director |
(208) 522-6400 |
WM |
ksimpson@onyxfinancial.com |
onyx@onyxfinancial.com |
2400 E 25th St |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/ken-simpson-301aaa13/ |
|
|
$92,200,000 |
|
|
https://www.onyxfinancial.com |
Onyx Financial Advisors, LLC operates as a wealth management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. Onyx Financial Advisors serves customers worldwide.
SECTOR |
|
| Onyx Financial Advisors, LLC |
John |
Parry |
Owner |
(208) 522-6400 |
WM |
jparry@onyxfinancial.com |
onyx@onyxfinancial.com |
2400 E 25th St |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/john-d-parry-a94a039/ |
|
|
$92,200,000 |
|
|
https://www.onyxfinancial.com |
Onyx Financial Advisors, LLC operates as a wealth management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. Onyx Financial Advisors serves customers worldwide.
SECTOR |
|
| Onyx Financial Advisors, LLC |
Terry |
Roe |
Partner |
(208) 522-6400 |
WM |
troe@onyxfinancial.com |
onyx@onyxfinancial.com |
2400 E 25th St |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/terry-roe-4a292042/ |
|
|
$92,200,000 |
|
|
https://www.onyxfinancial.com |
Onyx Financial Advisors, LLC operates as a wealth management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. Onyx Financial Advisors serves customers worldwide.
SECTOR |
|
| Opinicus Wealth Management |
Griffin |
Dalrymple |
Founder |
(813) 443-4767 |
WM |
griffind@opinicusinc.com |
|
3014 West Palmira Ave. Ste. 201 |
Tampa |
FL |
33629 |
United States of America |
North America |
https://www.linkedin.com/in/griffind/ |
|
2.009 |
|
|
https://www.linkedin.com/company/opinicus-wealth-management/ |
http://opinicusinc.com/ |
Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters. |
|
| Opinicus Wealth Management |
Jaran |
Day |
Managing Director |
(813) 443-4767 |
WM |
jarand@opinicusinc.com |
|
3014 West Palmira Ave. Ste. 201 |
Tampa |
FL |
33629 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/opinicus-wealth-management/ |
http://opinicusinc.com/ |
Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters. |
|
| Optima Asset Management, Inc. |
Archie |
Ponce |
EVP |
(972) 726-0400 |
WM |
archie@optimaassetmgt.com |
info@optimaassetmgt.com |
8144 Walnut Hill Lane, Suite 1180 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/archieponceoptima/ |
|
1.995 |
$432 million |
|
https://www.linkedin.com/company/optima-asset-management-inc./ |
https://www.optimaassetmgt.com/ |
Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima works exclusively for your best interests, providing an alternative to the Wall Street firms. |
|
| Optima Asset Management, Inc. |
Paul |
Lightfoot |
President |
(972) 726-0400 |
WM |
paul@optimaassetmgt.com |
info@optimaassetmgt.com |
8144 Walnut Hill Lane, Suite 1180 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/paullightfootoptima/ |
|
1.995 |
$432 million |
|
https://www.linkedin.com/company/optima-asset-management-inc./ |
https://www.optimaassetmgt.com/ |
Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima works exclusively for your best interests, providing an alternative to the Wall Street firms. |
|
| Optima Capital Management |
Todd |
Bendell |
Managing Partner |
(480) 757-9052 |
WM |
info@optimacapitalmgt.com |
info@optimacapitalmgt.com |
7014 E Camelback Rd Suite B100A |
Scottsdale |
AZ |
85281 |
United States of America |
North America |
https://www.linkedin.com/in/todd-bendell-cfp®-0225b19b/ |
|
|
|
|
https://www.linkedin.com/company/optima-capital-management/ |
https://www.optimacapitalmgt.com/ |
Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services to high-net-worth individuals and families, practice professionals, and business owners. |
|
| Optimal Wealth Advisors |
Lance |
Riddle |
Investment Strategist |
(972) 999-1042 |
WM |
lance@optimalwealth.com |
|
6565 N MacArthur Blvd Suite 225 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/lanceriddle1/ |
|
2.001 |
|
|
https://www.linkedin.com/company/optimal-wealth-advisors/?trk=top_nav_home |
https://optimalwealth.com/ |
Optimal Wealth Advisors is a full service Retirement Planning and Insurance firm. Our company was founded in 2001 to provide a better alternative to the traditional Wall Street firm, with the belief that expert advice can only be provided with complete objectivity and transparency. |
|
| Optimize Wealth Management |
Matthew |
McGrath |
CEO |
(866) 209-6862 |
WM |
matthew.mcgrath@optimizewealthmanagement.com |
|
161 Bay Street 45th Floor TD Canada Trust Tower |
Toronto |
ON |
M5J 2S1 |
Canada |
North America |
https://www.linkedin.com/in/matthewmcgrath1/ |
|
|
|
|
https://www.linkedin.com/company/optimize-wealth-management/ |
http://www.optimizewealthmanagement.com |
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. At Optimize Wealth Management (Optimize Inc.), we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect. |
|
| Optimum Investment Advisors, LLC |
Keith |
Pinsoneault |
CEO & Chairman |
(312)-456- 3228 |
WM |
kpinsoneault@optimuminvestment.com |
|
33 North LaSalle Street, Suite 3700 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/keith-pinsoneault-62b4a11b/ |
|
1.989 |
$420M |
keith@optimuminvestment.com |
https://www.linkedin.com/company/optimum-investment-advisors/ |
http://www.optimuminvestment.com/ |
Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals. Optimum delivers our clients portfolio management based on objective analytical research and consistent investment processes. With headquarters in Chicago, IL and Dallas, TX, we have built long-term relationships across the U.S. grounded on sound principles and outstanding client experiences. The word optimum means to create the most favorable conditions for growth. With that definition serving as a guiding principle, Optimum Investment Advisors has been delivering successful investment strategies to our clients since 1989. |
|
| Optivest Wealth Management |
Stella |
Choi |
Partner |
(949) 363-8686 |
WM |
stella@optivestinc.com |
info@optivestproperties.com |
24901 Dana Point Harbor Drive, Suite 200 |
Dana Point |
CA |
92629 |
United States of America |
North America |
https://www.linkedin.com/in/stella-soyoung-choi-cfa-cfp-844b834/ |
Real Estate |
1.987 |
|
|
https://www.linkedin.com/company/optivest-inc-/ |
https://www.optivestinc.com/ |
Optivest began in 1987 as a Wealth Management firm and boutique multi-family office for high net-worth families. |
|
| Optivest Wealth Management |
Bart |
Zandbergen |
Partner & Senior Wealth Advisor |
(949) 363-8686 |
WM |
bart@optivestinc.com |
info@optivestproperties.com |
24901 Dana Point Harbor Drive, Suite 200 |
Dana Point |
CA |
92629 |
United States of America |
North America |
https://www.linkedin.com/in/bartzandbergencfp/ |
Real Estate |
1.987 |
|
|
https://www.linkedin.com/company/optivest-inc-/ |
https://www.optivestinc.com/ |
Optivest began in 1987 as a Wealth Management firm and boutique multi-family office for high net-worth families. |
|
| Optivest Wealth Management |
Leslie |
Calhoun |
Chief Investment Officer |
(949) 363-8686 |
WM |
leslie@optivestinc.com |
info@optivestproperties.com |
24901 Dana Point Harbor Drive, Suite 200 |
Dana Point |
CA |
92629 |
United States of America |
North America |
https://www.linkedin.com/in/leslie-calhoun-2b532744/ |
Real Estate |
1.987 |
|
|
https://www.linkedin.com/company/optivest-inc-/ |
https://www.optivestinc.com/ |
Optivest began in 1987 as a Wealth Management firm and boutique multi-family office for high net-worth families. |
|
| Optivest Wealth Management |
Letitia |
Berbaum |
Wealth Advisor |
(949) 363-8686 |
WM |
Letitia@optivestinc.com |
info@optivestproperties.com |
24901 Dana Point Harbor Drive, Suite 200 |
Dana Point |
CA |
92629 |
United States of America |
North America |
https://www.linkedin.com/in/letitiaberbaum/ |
Real Estate |
1.987 |
|
|
https://www.linkedin.com/company/optivest-inc-/ |
https://www.optivestinc.com/ |
Optivest began in 1987 as a Wealth Management firm and boutique multi-family office for high net-worth families. |
|
| Opus Wealth Management |
Loic |
LeMener |
President |
Office: (214) 453-2697, Direct: (972) 361-3839 |
WM |
loic@opuswealth.net |
info@OpusWealth.net |
4359 Shady Bend Drive |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/loiclemener |
|
|
|
|
|
https://opuswealth.net/ |
Opus Wealth Management is a Dallas-based full-service financial services firm specializing in helping people with complex financial lives. Our independent team is backed by the resources of Belpointe and its Family Office, ensuring your access to comprehensive services. Our planning-intensive approach is aimed to help you build wealth and secure your future, so you can live your life with confidence. |
|
| Orange Rock Wealth Management, LLC |
Jim |
Graham |
Investment Advisor Representative |
(480) 535-9330 |
WM |
jim@orangerockwealthmanagement.com |
jim@orangerockwealthmanagement.com |
9125 W. Thunderbird Road, Suite 100 |
Peoria |
AZ |
85381 |
United States of America |
North America |
https://www.linkedin.com/in/heyjimcfp/ |
|
2.017 |
|
|
|
https://www.orangerockwealthmanagement.com/ |
Orange Rock provides advice that is proactive and goal-specific. We work to preserve your business’s value by offering counsel and expertise. There is little chance that a family business will survive to the next generation and a greater chance that a family business doesn’t have any transition plan at all. We work with you and your attorneys to ensure your business’ stability and preservation. |
|
| ORBA Wealth Advisors, LLC |
James |
Petitpren II |
Executive Private Wealth Advisor & Chief Investment Officer |
(312) 670-6227 |
WM |
jpetitpren@orbawealthadvisors.com |
|
NBC Tower, Suite 1610, 455 N. Cityfront Plaza Dr. |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/james-petitpren-5937132/ |
|
2.018 |
$54M |
|
https://www.linkedin.com/company/orba-wealth-advisors-llc/ |
https://www.orbawealthadvisors.com/ |
ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of personal attention, uncomplicated fees and added value at every step of the relationship. We know that attending to the many aspects of your personal finances can be time consuming and often overwhelming. That’s where our experts come in. Everything we do is focused on helping you achieve more control and confidence over your financial life. |
|
| ORBA Wealth Advisors, LLC |
Luke |
Schillo |
Director of Planning and Portfolios |
(312) 670-6237 |
WM |
lschillo@orbawealthadvisors.com |
|
NBC Tower, Suite 1610, 455 N. Cityfront Plaza Dr. |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/lukeschillo/ |
|
2.018 |
$54M |
|
https://www.linkedin.com/company/orba-wealth-advisors-llc/ |
https://www.orbawealthadvisors.com/ |
ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of personal attention, uncomplicated fees and added value at every step of the relationship. We know that attending to the many aspects of your personal finances can be time consuming and often overwhelming. That’s where our experts come in. Everything we do is focused on helping you achieve more control and confidence over your financial life. |
|
| ORBA Wealth Advisors, LLC |
Alexandra |
Coquoz |
Private Wealth Analyst |
(312) 670-0533 |
WM |
acoquoz@orbawealthadvisors.com |
|
NBC Tower, Suite 1610, 455 N. Cityfront Plaza Dr. |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/alexandra-andersen-coquoz/ |
|
2.018 |
$54M |
|
https://www.linkedin.com/company/orba-wealth-advisors-llc/ |
https://www.orbawealthadvisors.com/ |
ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of personal attention, uncomplicated fees and added value at every step of the relationship. We know that attending to the many aspects of your personal finances can be time consuming and often overwhelming. That’s where our experts come in. Everything we do is focused on helping you achieve more control and confidence over your financial life. |
|
| ORBA Wealth Advisors, LLC |
Frank |
Washelesky |
Chief Compliance Officer |
(312) 670-6235 |
WM |
fwashelesky@orbawealthadvisors.com |
|
NBC Tower, Suite 1610, 455 N. Cityfront Plaza Dr. |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/frankwashelesky/ |
|
2.018 |
$54M |
|
https://www.linkedin.com/company/orba-wealth-advisors-llc/ |
https://www.orbawealthadvisors.com/ |
ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of personal attention, uncomplicated fees and added value at every step of the relationship. We know that attending to the many aspects of your personal finances can be time consuming and often overwhelming. That’s where our experts come in. Everything we do is focused on helping you achieve more control and confidence over your financial life. |
|
| Orgel Wealth Management, LLC |
Mark |
Orgel |
Chairman and Founder, Principal |
(715) 835-7777 |
WM |
mark.orgel@orgelwealth.com |
contact@orgelwealth.com |
2420 Rivers Edge Drive |
Altoona |
WI |
54720 |
United States of America |
North America |
|
|
|
$3,071 million |
|
https://www.linkedin.com/company/orgel-wealth-management-llc/ |
http://www.orgelwealth.com/ |
Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind. |
|
| Orgel Wealth Management, LLC |
Samir |
Murty |
Managing Director, Principal |
(715) 858-7706 |
WM |
samir.murty@orgelwealth.com |
contact@orgelwealth.com |
2420 Rivers Edge Drive |
Altoona |
WI |
54720 |
United States of America |
North America |
https://www.linkedin.com/in/samir-murty-cfa-7a0a5a8b/ |
|
|
$3,071 million |
|
https://www.linkedin.com/company/orgel-wealth-management-llc/ |
http://www.orgelwealth.com/ |
Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind. |
|
| Orgel Wealth Management, LLC |
Benjamin |
Kanz |
Managing Director, Principal |
(715) 858-7745 |
WM |
ben.kanz@orgelwealth.com |
contact@orgelwealth.com |
2420 Rivers Edge Drive |
Altoona |
WI |
54720 |
United States of America |
North America |
https://www.linkedin.com/in/ben-kanz-cfa-bb57896/ |
|
|
$3,071 million |
|
https://www.linkedin.com/company/orgel-wealth-management-llc/ |
http://www.orgelwealth.com/ |
Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind. |
|
| Orgel Wealth Management, LLC |
Troy |
Mertens |
COO, Principal |
(715) 858-7717 |
WM |
troy.mertens@orgelwealth.com |
contact@orgelwealth.com |
2420 Rivers Edge Drive |
Altoona |
WI |
54720 |
United States of America |
North America |
https://www.linkedin.com/in/troymertens/ |
|
|
$3,071 million |
|
https://www.linkedin.com/company/orgel-wealth-management-llc/ |
http://www.orgelwealth.com/ |
Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind. |
|
| Orlando Wealth Management Group, LLC |
Frank |
Orlando |
President |
(267) 544-0649 |
WM |
frank@orlandowealth.com |
frank@orlandowealth.com |
|
Newton |
PA |
|
United States of America |
North America |
https://www.linkedin.com/in/frank-orlando-a046a3187/ |
|
|
|
|
https://www.linkedin.com/in/frank-orlando-a046a3187/ |
http://www.orlandowealth.com/ |
Orlando Wealth Management works with a wide array of affluent individuals and families. We utilize a comprehensive process that addresses a client’s entire financial picture, including where they are today and where they want to be tomorrow. We specialize in offering wealth management to affluent families and individuals. Wealth management involves creating an investment portfolio that produces an appropriate diversification. Based on the client’s risk tolerance and financial objectives, we create a unique strategy that allows clients to pursue their goals while seeking to minimize risk and protecting against large losses. Professional wealth management may provide investors access to investments they may not have otherwise, including a wide variety of traditional and alternative investment classes. |
|
| Osborn Williams & Donohoe |
David |
Osborn |
President |
(513) 621-2875 |
WM |
dosborn@orw-d.com |
|
312 Walnut Street, Suite 1000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/david-osborn-cfa-82b41043/ |
|
|
|
|
https://www.linkedin.com/company/osborn-rohs-williams-&-donohoe |
http://www.orw-d.com/ |
Osborn Williams & Donohoe is a Registered Investment Advisor based in Cincinnati, Ohio. Our experienced investment professionals listen to the unique needs of our clients and formulate tailored investment strategies that help them achieve their investment objectives. We employ our intrinsic value approach that attempts to identify undervalued investment opportunities with an emphasis on producing income growth through rising dividends. Our clients include individuals, trusts, retirement plans, endowments and corporations. |
|
| Osborn Williams & Donohoe |
William |
Sena, Jr |
Portfolio Manager |
(513) 621-2875 |
WM |
bsena@orw-d.com |
|
312 Walnut Street, Suite 1000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/william-sena-86406a13b/ |
|
|
|
|
https://www.linkedin.com/company/osborn-rohs-williams-&-donohoe |
http://www.orw-d.com/ |
Osborn Williams & Donohoe is a Registered Investment Advisor based in Cincinnati, Ohio. Our experienced investment professionals listen to the unique needs of our clients and formulate tailored investment strategies that help them achieve their investment objectives. We employ our intrinsic value approach that attempts to identify undervalued investment opportunities with an emphasis on producing income growth through rising dividends. Our clients include individuals, trusts, retirement plans, endowments and corporations. |
|
| Osborn Williams & Donohoe |
Peter |
Williams |
Principal |
(513) 621-2875 |
WM |
pwilliams@orw-d.com |
|
312 Walnut Street, Suite 1000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/peter-osborn-2673179/ |
|
|
|
|
https://www.linkedin.com/company/osborn-rohs-williams-&-donohoe |
http://www.orw-d.com/ |
Osborn Williams & Donohoe is a Registered Investment Advisor based in Cincinnati, Ohio. Our experienced investment professionals listen to the unique needs of our clients and formulate tailored investment strategies that help them achieve their investment objectives. We employ our intrinsic value approach that attempts to identify undervalued investment opportunities with an emphasis on producing income growth through rising dividends. Our clients include individuals, trusts, retirement plans, endowments and corporations. |
|
| Osborn Williams & Donohoe |
Edward |
Donohoe |
Partner |
(513) 621-2875 |
WM |
edonohoe@orw-d.com |
|
312 Walnut Street, Suite 1000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/ed-donohoe-6a88275/ |
|
|
|
|
https://www.linkedin.com/company/osborn-rohs-williams-&-donohoe |
http://www.orw-d.com/ |
Osborn Williams & Donohoe is a Registered Investment Advisor based in Cincinnati, Ohio. Our experienced investment professionals listen to the unique needs of our clients and formulate tailored investment strategies that help them achieve their investment objectives. We employ our intrinsic value approach that attempts to identify undervalued investment opportunities with an emphasis on producing income growth through rising dividends. Our clients include individuals, trusts, retirement plans, endowments and corporations. |
|
| Osborn Williams & Donohoe |
Peter |
Osborn |
Principal |
(513) 621-2875 |
WM |
posborn@orw-d.com |
|
312 Walnut Street, Suite 1000 |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/peter-osborn-2673179/ |
|
|
|
|
https://www.linkedin.com/company/osborn-rohs-williams-&-donohoe |
http://www.orw-d.com/ |
Osborn Williams & Donohoe is a Registered Investment Advisor based in Cincinnati, Ohio. Our experienced investment professionals listen to the unique needs of our clients and formulate tailored investment strategies that help them achieve their investment objectives. We employ our intrinsic value approach that attempts to identify undervalued investment opportunities with an emphasis on producing income growth through rising dividends. Our clients include individuals, trusts, retirement plans, endowments and corporations. |
|
| Osborne Partners Capital Management, LLC |
Charles |
Osborne II |
Chairman, Principal |
(800) 362-7734 |
WM |
charles@osbornepartners.com |
info@osbornepartners.com |
580 California St., Suite 1900 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/charles-devens-osborne-82bb653/ |
|
1.937 |
$1B |
|
https://www.linkedin.com/company/osborne-partners-capital-management/ |
https://osbornepartners.com/ |
Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets. |
|
| Osborne Partners Capital Management, LLC |
Justin |
McNichols |
Chief Investment Officer, Principal |
(800) 362-7734 |
WM |
justin@osbornepartners.com |
info@osbornepartners.com |
580 California St., Suite 1900 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/justin-w-mcnichols-cfa-513b653/ |
|
1.937 |
$1B |
|
https://www.linkedin.com/company/osborne-partners-capital-management/ |
https://osbornepartners.com/ |
Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets. |
|
| Osborne Partners Capital Management, LLC |
Alicia |
Cheng |
CCO, Principal |
(800) 362-7734 |
WM |
alicia@osbornepartners.com |
info@osbornepartners.com |
580 California St., Suite 1900 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/alicia-cheng-61a3ba35/ |
|
1.937 |
$1B |
|
https://www.linkedin.com/company/osborne-partners-capital-management/ |
https://osbornepartners.com/ |
Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets. |
|
| Osborne Partners Capital Management, LLC |
Charles |
Else |
Principal |
(800) 362-7734 |
WM |
charles@osbornepartners.com |
info@osbornepartners.com |
580 California St., Suite 1900 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/chuckelse/ |
|
1.937 |
$1B |
|
https://www.linkedin.com/company/osborne-partners-capital-management/ |
https://osbornepartners.com/ |
Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets. |
|
| Osland Financial Group |
Michael |
Osland |
Managing Director |
(480) 994-0899 |
WM |
michael@oslandgroup.com |
|
8115 E. Indian Bend Rd. Ste 117 |
Scottsdale |
AZ |
85250 |
United States of America |
North America |
|
|
|
|
|
|
http://www.oslandgroup.com/ |
Osland Financial Group is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We are here to provide the financial guidance to assist you in identifying your goals and making sound financial decisions. |
|
| Osland Financial Group |
Joshua |
Barrett |
Investment Advisor |
(480) 994-0899 |
WM |
joshua@oslandgroup.com |
|
8115 E. Indian Bend Rd. Ste 117 |
Scottsdale |
AZ |
85250 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-barrett-906224103/ |
|
|
|
|
|
http://www.oslandgroup.com/ |
Osland Financial Group is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We are here to provide the financial guidance to assist you in identifying your goals and making sound financial decisions. |
|
| Osterweis Capital Management |
John |
Osterweis |
Founder, Chairman & Co-Chief Investment Officer – Core Equity |
(415) 434-4441 |
WM |
john.osterweis@osterweis.com |
contact@osterweis.com |
One Maritime Plaza Suite 800 |
San Francisco |
CA |
94111 |
United States of America |
North America |
|
|
1.983 |
|
|
https://www.linkedin.com/company/osterweis-capital-management/ |
https://osterweis.com/ |
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. |
|
| Osterweis Capital Management |
Carl |
Kaufman |
Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income |
(415) 434-4441 |
WM |
carl.kaufman@osterweis.com |
contact@osterweis.com |
One Maritime Plaza Suite 800 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/carl-kaufman-85a4b26/ |
|
1.983 |
|
|
https://www.linkedin.com/company/osterweis-capital-management/ |
https://osterweis.com/ |
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. |
|
| OverRidge Wealth Advisors |
Andy |
Heinz |
CEO / President |
(817) 738 - 1451 |
WM |
andy@overridge.com |
|
6300 Ridglea Place, Suite 1020 |
Fort Worth |
TX |
76116 |
United States of America |
North America |
https://www.linkedin.com/in/andy-heinz-83152946/ |
|
1.970 |
|
|
https://www.linkedin.com/company/overridge-wealth-advisors/about/ |
https://overridge.com |
Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm. We’re a team of specialists whose first commitment is always to our clients and their financial needs. Planning and investing for the future can be overwhelming and, at times, frightening – that’s why we’re dedicated to understanding your financial needs, goals and comfort level with risk first. |
|
| OverRidge Wealth Advisors |
Dane |
Petty |
COO/CCO |
(817) 738 - 1451 |
WM |
dane@overridge.com |
|
6300 Ridglea Place, Suite 1020 |
Fort Worth |
TX |
76116 |
United States of America |
North America |
https://www.linkedin.com/in/dane-petty-94160171/ |
|
1.970 |
|
|
https://www.linkedin.com/company/overridge-wealth-advisors/about/ |
https://overridge.com |
Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm. We’re a team of specialists whose first commitment is always to our clients and their financial needs. Planning and investing for the future can be overwhelming and, at times, frightening – that’s why we’re dedicated to understanding your financial needs, goals and comfort level with risk first. |
|
| Oxford Financial Group, LTD |
Tara |
Beck |
Meeting Event Planner |
Direct: (317) 805-5024 |
WM |
tbeck@ofgltd.com |
cparker@ofgltd.com |
11711 North Meridian Street Suite 600 |
Carmel |
IN |
46032 |
United States of America |
North America |
https://www.linkedin.com/in/tara-beck-08814586/ |
|
1.981 |
$15M |
|
https://www.linkedin.com/company/oxford-financial-group-ltd |
http://ofgltd.com/ |
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million. |
|
| Oxford Financial Group, LTD |
Seema |
Ackerman |
Managing Director |
(312) 846-6491 |
WM |
sackerman@ofgltd.com |
cparker@ofgltd.com |
11711 North Meridian Street Suite 600 |
Carmel |
IN |
46032 |
United States of America |
North America |
https://www.linkedin.com/in/seema-ackerman-71ab3743/ |
|
1.981 |
$15M |
|
https://www.linkedin.com/company/oxford-financial-group-ltd |
http://ofgltd.com/ |
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million. |
|
| Oxford Financial Group, LTD |
Kristina |
Baron |
Managing Director |
(317) 805-5166 |
WM |
kbaron@ofgltd.com |
cparker@ofgltd.com |
11711 North Meridian Street Suite 600 |
Carmel |
IN |
46032 |
United States of America |
North America |
https://www.linkedin.com/in/kristina-baron-a0ba9157/ |
|
1.981 |
$15M |
|
https://www.linkedin.com/company/oxford-financial-group-ltd |
http://ofgltd.com/ |
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million. |
|
| Oxford Financial Group, LTD |
Jason |
Brinks |
Managing Director |
(616) 242-0959 |
WM |
jbrinks@ofgltd.com |
cparker@ofgltd.com |
11711 North Meridian Street Suite 600 |
Carmel |
IN |
46032 |
United States of America |
North America |
https://www.linkedin.com/in/jason-brinks-36124b39/ |
|
1.981 |
$15M |
|
https://www.linkedin.com/company/oxford-financial-group-ltd |
http://ofgltd.com/ |
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million. |
|
| Pacific Asset Management LLC |
Don |
Cox |
Founder, Investment Advisor |
(360) 426-0633 |
WM |
dcox@pacificasset.com |
|
P.O. Box 2136 |
Shelton |
WA |
98584 |
United States of America |
North America |
|
|
|
$162M |
|
|
https://www.pacificasset.com/ |
At Pacific Asset Management we work with individuals who share our investment philosophy, who have a long-term perspective and who understand that behavior is the most important determinant of investment results. We spend considerable time getting to know our clients and gaining an understanding of their financial goals.
Our investment strategy enables you to capture the returns of each dimension of the market, maximizing returns while reducing risk and emotion. |
|
| Pacific Asset Management LLC |
Gary |
Lucy |
Founder, Investment Advisor |
(360) 426-0633 |
WM |
glucy@pacificasset.com |
|
P.O. Box 2136 |
Shelton |
WA |
98584 |
United States of America |
North America |
|
|
|
$162M |
|
|
https://www.pacificasset.com/ |
At Pacific Asset Management we work with individuals who share our investment philosophy, who have a long-term perspective and who understand that behavior is the most important determinant of investment results. We spend considerable time getting to know our clients and gaining an understanding of their financial goals.
Our investment strategy enables you to capture the returns of each dimension of the market, maximizing returns while reducing risk and emotion. |
|
| Pacific Edge Advisors |
David |
Emmes |
Managing Partner |
(949) 718-4525 |
WM |
david@pacificedgeadvisors.com |
info@pacificedgeadvisors.com |
2101 East Coast Highway, Suite 215 |
Corona del Mar |
CA |
92625 |
United States of America |
North America |
https://www.linkedin.com/in/david-emmes-ba8a0846/ |
Public and Private Alternative Investments |
2.016 |
$100M |
|
https://www.linkedin.com/company/pacific-edge-advisors/ |
http://www.pacificedgeadvisors.com/ |
Pacific Edge Advisors is a multi-family office serving a limited number of individuals and families. Our typical relationship has a net worth greater than $25 million and investable assets of more than $10 million. |
|
| Pacific Edge Advisors |
Heidi |
Benavidez |
Managing Partner |
(949) 718-4525 |
WM |
heidi@pacificedgeadvisors.com |
info@pacificedgeadvisors.com |
2101 East Coast Highway, Suite 215 |
Corona del Mar |
CA |
92625 |
United States of America |
North America |
https://www.linkedin.com/in/heidibenavidez/ |
Public and Private Alternative Investments |
2.016 |
$100M |
|
https://www.linkedin.com/company/pacific-edge-advisors/ |
http://www.pacificedgeadvisors.com/ |
Pacific Edge Advisors is a multi-family office serving a limited number of individuals and families. Our typical relationship has a net worth greater than $25 million and investable assets of more than $10 million. |
|
| Pacific Excel Wealth Advisors |
Michael |
Sadowski |
Management Consultant/Investment Adviser Representative |
(510) 217-8125 |
WM |
nathan@pacificexcel.com |
admin@pacificexcel.com |
2413 Webb Ave. Suite #B |
Alameda |
CA |
94501 |
United States of America |
North America |
https://www.linkedin.com/in/nathansadowski/ |
|
2.011 |
|
|
https://www.linkedin.com/company/pacificexcel/ |
http://www.pacificexcel.com/ |
Family-owned and operated, we're an Alameda-Based Independent Wealth Management Firm, founded in 2011. We focus on providing pre-retirees and retirees with customized financial plans and comprehensive wealth management services. |
|
| Pacific Spirit Investment Management Inc. |
John |
Clark |
President |
(604) 687-0123 |
WM |
johnsclark@pacificspirit.ca |
info@pacificspirit.ca |
1100 – 800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
https://www.linkedin.com/in/scott-hayman-837b5320/ |
|
1.994 |
$200M |
|
https://www.linkedin.com/company/pacific-spirit-investment-management-inc-/ |
https://www.pacificspirit.ca/ |
Pacific Spirit Investment Management is a well-established Vancouver's Wealth Management Firm. Since 1994, our team at Pacific Spirit has provided financial solutions to high net worth clients to successfully build and preserve their wealth.
From highly personalized portfolio management to comprehensive financial planning, Pacific Spirit offers an extensive range of financial services combined with outstanding professionalism and qualifications. Our clients know that their portfolios and retirement plans are tax smart and they are tailored to reflect their risk tolerance and specific needs. |
|
| Pacific Spirit Investment Management Inc. |
Lenka |
Urbankova |
COO |
(604) 687-0123 |
WM |
lenka@pacificspirit.ca |
info@pacificspirit.ca |
1100 – 800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
https://www.linkedin.com/in/lenka-urbankova-a0273113/ |
|
1.994 |
$200M |
|
https://www.linkedin.com/company/pacific-spirit-investment-management-inc-/ |
https://www.pacificspirit.ca/ |
Pacific Spirit Investment Management is a well-established Vancouver's Wealth Management Firm. Since 1994, our team at Pacific Spirit has provided financial solutions to high net worth clients to successfully build and preserve their wealth.
From highly personalized portfolio management to comprehensive financial planning, Pacific Spirit offers an extensive range of financial services combined with outstanding professionalism and qualifications. Our clients know that their portfolios and retirement plans are tax smart and they are tailored to reflect their risk tolerance and specific needs. |
|
| Pacific Wealth Management |
James |
Kuntz |
Managing Director |
(858) 509-9797 |
WM |
jkuntz@pacwealth.com |
contactus@pacwealth.com |
11512 El Camino Real, Suite 350 |
San Diego |
CA |
92130 |
United States of America |
North America |
https://www.linkedin.com/in/jim-kuntz-cima-b034271/ |
|
|
$165.2 million |
|
https://www.linkedin.com/company/pacific-wealth-management/ |
http://www.pacwealth.com/ |
Pacific Wealth Management is an independent firm specializing in asset preservation and growth strategies for high-net worth individuals, corporations and foundations. The Del Mar, CA boutique firm manages approximately $200 million in assets for clients throughout Southern California and around the world while delivering top notch, customized, personal service. |
|
| Pacifica Wealth Advisors, Inc. |
Robert |
Pagliarini |
President |
(949) 305-0500 Ext. 112 |
WM |
robert@pacificawealth.com |
|
9870 Research Drive |
Irvine |
CA |
92618 |
United States of America |
North America |
https://www.linkedin.com/in/robertpagliarini/ |
|
|
|
|
|
https://www.pacificawealth.com/ |
Pacifica Wealth Advisors, a fee-only fiduciary financial planners, which means we always put our clients' interests first. We serve business owners, retirees, and sudden wealth recipients by helping them create wealth and confidence. We have been helping clients navigate the changes retirement brings for over 20 years. |
|
| Paladin Retirement Advisors |
Jeff |
Beyer |
Chief Execuive Officer |
(215) 860-3101 |
WM |
jeff@retirepaladin.com |
jeff@retirepaladin.com |
532 Durham Rd., Suite 101 |
Newtown |
PA |
18940 |
United States of America |
North America |
https://www.linkedin.com/in/jeffreybeyer/ |
|
2.017 |
|
|
https://www.linkedin.com/company/paladin-retirement-advisors/ |
https://retirepaladin.com/ |
Paladin Retirement Advisors is a different kind of retirement planning company. Many financial planners offer a one-size-fits-all approach to financial management without any consideration for the widely varying sets of circumstances and situations that should dictate these decisions. Retirement planning should be about more than just collecting the biggest fees and commissions for your financial advisor; it should be about making decisions that benefit you, the client, at all times. Unlike some other wealth management firms and wealth advisors, you can trust us to make sound financial management decisions on your behalf and ensure you’re always informed throughout the entire process. |
|
| Paladini Financial Management |
Matthew |
Paladini |
Financial Advisor, Founder |
(817) 704-7788 |
WM |
matt@paladinifinancial.com |
|
2015 E. Lamar Blvd., Suite 200 |
Arlington |
TX |
76006 |
United States of America |
North America |
https://www.linkedin.com/in/mattpaladini/ |
|
2.006 |
|
|
https://www.linkedin.com/company/paladinifinancialmanagment/ |
https://paladinifinancial.com/ |
Most financial advisory firms are fee-based, as opposed to fee-only, which means their compensation consists of both fees and commissions. Other firms are commission-based, which leads to a product sales-based relationship rather than a true advisory service. At PFM, we pride ourselves in serving our clients under a fee-for-service relationship. This structure allows us to sit on the same side of the table as our clients, objectively considering your financial options. We receive no third-party commissions, sales loads or back-end fees, which removes conflicts of interest that could potentially influence an advisor’s recommendations. |
|
| Palisade Capital Management |
Michael |
Feiler |
Managing Director, Private Wealth Management |
(201) 585-5441 |
WM |
mfeiler@palcap.com |
jmarrone@palcap.com |
One Bridge Plaza Suite 695 |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
https://www.linkedin.com/in/michael-feiler-0a2532a7/ |
|
1.995 |
$3B |
|
https://www.linkedin.com/company/palisade-capital-management/ |
https://palisadecapital.com/ |
Palisade Capital Management, LLC is a Fort Lee, NJ based Registered Investment Adviser that manages assets for institutions and high net worth individuals in a variety of product and service offerings. Every day we strive to preserve and enhance wealth by seeking consistent and attractive risk-adjusted performance. We believe that anticipation of clients' needs, responsiveness to their requests, and furthering their understanding of our approach is critical to long-term successful relationships. |
|
| Palisade Capital Management |
Bernard |
Picchi |
Managing Director |
(201) 585-5417 |
WM |
bpicchi@palcap.com |
jmarrone@palcap.com |
One Bridge Plaza Suite 695 |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
https://www.linkedin.com/in/bernie-picchi-76443a32/ |
|
1.995 |
$3B |
|
https://www.linkedin.com/company/palisade-capital-management/ |
https://palisadecapital.com/ |
Palisade Capital Management, LLC is a Fort Lee, NJ based Registered Investment Adviser that manages assets for institutions and high net worth individuals in a variety of product and service offerings. Every day we strive to preserve and enhance wealth by seeking consistent and attractive risk-adjusted performance. We believe that anticipation of clients' needs, responsiveness to their requests, and furthering their understanding of our approach is critical to long-term successful relationships. |
|
| Palladian Wealth Management |
Erin |
Goergen |
Wealth Manager |
(602) 616-0146 |
WM |
emgoergen@dynamicwealthadvisors.com |
|
2415 E Camelback Rd. |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/erinmgoergen/ |
|
2.013 |
|
|
|
http://www.palladianwealthmanagement.com/ |
Palladian Wealth Management (PWM) was founded in 2013, and is located in Phoenix, AZ. PWM is a financial planning firm focused on driving results through investment management and advisory services. Our plans and portfolios are catered to accomplishing our clients’ financial goals. |
|
| Palm Beach Wealth Advisors of Raymond James & Associates |
Courtney |
Anderson |
Managing Director, SVP, Investments |
(800) 657-8622 |
WM |
Courtney.Anderson@RaymondJames.com |
|
3399 PGA Blvd Ste 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://www.palmbeachwealthadvisors.com/ |
We offer private wealth management for high-net-worth and ultra-high-net-worth individuals. Our holistic approach encompasses all aspects of our clients’ financial lives and allows us to thoroughly address the many complexities that often arise from accumulating and preserving wealth. |
|
| Palm Beach Wealth Advisors of Raymond James & Associates |
Morgan |
Staudt |
Senior Registered Client Service Associate |
(800) 657-8622 |
WM |
Morgan.Staudt@RaymondJames.com |
|
3399 PGA Blvd Ste 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://www.palmbeachwealthadvisors.com/ |
We offer private wealth management for high-net-worth and ultra-high-net-worth individuals. Our holistic approach encompasses all aspects of our clients’ financial lives and allows us to thoroughly address the many complexities that often arise from accumulating and preserving wealth. |
|
| Palm Beach Wealth Advisors of Raymond James & Associates |
Marty |
Curto |
Senior Registered Client Service Associate |
(800) 657-8622 |
WM |
Marty.Curto@RaymondJames.com |
|
3399 PGA Blvd Ste 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://www.palmbeachwealthadvisors.com/ |
We offer private wealth management for high-net-worth and ultra-high-net-worth individuals. Our holistic approach encompasses all aspects of our clients’ financial lives and allows us to thoroughly address the many complexities that often arise from accumulating and preserving wealth. |
|
| Palm Beach Wealth Advisors of Raymond James & Associates |
Jan |
Nettekoven |
Senior Investment Management Specialist |
(561) 625-7963 |
WM |
Jan.Nettekoven@RaymondJames.com |
|
3399 PGA Blvd Ste 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://www.palmbeachwealthadvisors.com/ |
We offer private wealth management for high-net-worth and ultra-high-net-worth individuals. Our holistic approach encompasses all aspects of our clients’ financial lives and allows us to thoroughly address the many complexities that often arise from accumulating and preserving wealth. |
|
| Palm Beach Wealth Advisors of Raymond James & Associates |
Zachary |
Rider |
Financial Advisor |
(561) 630-6532 |
WM |
Zach.Rider@RaymondJames.com |
|
3399 PGA Blvd Ste 200 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://www.palmbeachwealthadvisors.com/ |
We offer private wealth management for high-net-worth and ultra-high-net-worth individuals. Our holistic approach encompasses all aspects of our clients’ financial lives and allows us to thoroughly address the many complexities that often arise from accumulating and preserving wealth. |
|
| Palm Planning Group |
Anthony |
Lofaso |
Wealth Manager |
(561) 689-6775 |
WM |
tonylofaso@palmplanninggroup.com |
|
5652 Corporate Way |
West Palm Beach |
FL |
33407 |
United States of America |
North America |
https://www.linkedin.com/in/tony-lofaso-113b3a7/ |
Retirement Planning, Wealth Management, Financial Planning |
1.980 |
|
|
|
https://www.palmplanninggroup.com/ |
Palm Planning Group is a West Palm Beach-based wealth management firm with over 35 years' experience. Our wealth management services are designed to help you simplify your financial life, achieve your financial goals, and provide you a comprehensive attainable financial life plan. |
|
| Palm Planning Group |
Alejandro |
Lofaso |
Investment Advisor Representative |
(561) 689-6775 |
WM |
alofaso@palmplanninggroup.com |
|
5652 Corporate Way |
West Palm Beach |
FL |
33407 |
United States of America |
North America |
https://www.linkedin.com/in/alejandro-lofaso-a69166b/ |
Retirement Planning, Wealth Management, Financial Planning |
1.980 |
|
|
|
https://www.palmplanninggroup.com/ |
Palm Planning Group is a West Palm Beach-based wealth management firm with over 35 years' experience. Our wealth management services are designed to help you simplify your financial life, achieve your financial goals, and provide you a comprehensive attainable financial life plan. |
|
| Palma Ceia Wealth Management |
William |
Sanders |
President |
(813) 448-1122 |
WM |
william.sanders@palmaceiawealthmanagement.com |
|
2909 W Bay to Bay Blvd., Suite 402 |
Tampa |
FL |
33629 |
United States of America |
North America |
|
|
2.013 |
|
|
https://www.linkedin.com/company/palma-ceia-wealth-management/ |
https://www.palmaceiawealthmanagement.com/ |
Palma Ceia Wealth Management is a boutique firm specializing in customized portfolio management, wealth preservation and legacy planning. Palma Ceia Wealth Management investment products and services are offered through BRIA Capital Group, LLC. |
|
| Palma Financial Services |
Miguel |
Palma |
Owner / Founder |
(925) 307-5454 |
WM |
cpa@mpalma.com |
|
11840 Dublin Blvd |
Dublin |
CA |
94568 |
United States of America |
North America |
https://www.linkedin.com/in/palmafinancialservicesinc/ |
|
1.998 |
|
|
https://www.linkedin.com/company/palma-financial-services-inc./ |
https://mpalma.com/ |
Palma Financial Services, Inc provides creative, pro-active, financial strategies and life coaching to individual clients, corporations and small businesses in around Dublin, CA and Alameda County. Our annual fixed fee packages are full service, year-round, tax, accounting, and financial planning. |
|
| Pangaea Wealth Pte. Ltd. |
Philippe |
Kerkhoven |
CEO and Founder |
65 6956 6511 |
WM |
welcome@pangaea-wealth.com |
welcome@pangaea-wealth.com |
20 Cecil Street, Unit #17-04 |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/philippekerkhoven/ |
|
2.018 |
|
|
https://www.linkedin.com/company/pangaea-wealth/ |
https://www.pangaea-wealth.com/ |
Established in 2018 in Singapore, Pangaea Wealth is an independent multi-family office and asset management firm with a strong alliance of industry experts in the investment management, wealth planning and advisory arena in Asia and Europe. |
|
| Pangea Wealth |
Clay |
Kazmierski |
Managing Partner, Wealth Advisor |
(480) 304-5353 |
WM |
clay@pangeawealth.com |
|
3260 North Hayden Road, Suite 206 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/clay-kazmierski-b862396b/ |
|
2.008 |
|
|
https://www.linkedin.com/company/pangeawealth/ |
https://www.pangeawealth.com/ |
Pangea Wealth is an Arizona-based wealth management firm founded by Clay Kazmierski – President and Matthew Kory – CEO in 2008. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor and a game plan for success moving forward. Our mission is to bring to life the true purpose of your financial plan, focusing not just on the facts and figures, but the real reasons and meaning behind it . . . living the life you want to live. |
|
| Pangea Wealth |
Adrian |
Anderson |
Chief Operating Officer |
(480) 304-5353 |
WM |
adrian@pangeawealth.com |
|
3260 North Hayden Road, Suite 206 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/adrian-anderson-a062ba79/ |
|
2.008 |
|
|
https://www.linkedin.com/company/pangeawealth/ |
https://www.pangeawealth.com/ |
Pangea Wealth is an Arizona-based wealth management firm founded by Clay Kazmierski – President and Matthew Kory – CEO in 2008. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor and a game plan for success moving forward. Our mission is to bring to life the true purpose of your financial plan, focusing not just on the facts and figures, but the real reasons and meaning behind it . . . living the life you want to live. |
|
| Papamarkou Wellner Asset Management, Inc. |
Karl |
Wellner |
Chairman & CEO |
(212) 223-2020 |
WM |
kwellner@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/karl-g-wellner-07ba5115/ |
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Papamarkou Wellner Asset Management, Inc. |
Thorne |
Perkin |
President |
(212) 223-2020 |
WM |
tperkin@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/thorne-perkin-38b5085/ |
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Papamarkou Wellner Asset Management, Inc. |
Joanne |
Zerillo |
President & CCO |
(212) 223-2020 |
WM |
jzerillo@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Papamarkou Wellner Asset Management, Inc. |
Scott |
Daniels |
Financial and Operations Principal & Chief Financial Officer |
(212) 223-2020 |
WM |
sdaniels@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Papamarkou Wellner Asset Management, Inc. |
Lorenzo |
Lorenzotti |
Managing Director |
(212) 223-2020 |
WM |
llorenzotti@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/lorenzo-lorenzotti-6010198/ |
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Papamarkou Wellner Asset Management, Inc. |
Bruce |
Barrett |
Managing Director |
(212) 223-2020 |
WM |
bbarrett@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/brucebarrett/ |
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Papamarkou Wellner Asset Management, Inc. |
Nicolas |
Sitinas |
Chief Investment Officer - Investment Research |
(212) 223-2020 |
WM |
nsitinas@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/nicolas-sitinas-5a371a/ |
|
1.982 |
|
|
|
https://www.papamarkou.com/ |
Papamarkou Wellner provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance. |
|
| Paradigm Advisors, LLC |
Michelle |
Underwood Gass |
Partner |
(214) 756-6066 |
WM |
mgass@paradigmadvisors.com |
pallc@paradigmadvisors.com |
8111 Preston Road, Suite 575 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-u-gass/ |
|
1.992 |
|
|
https://www.linkedin.com/company/paradigm-advisors-llc/ |
https://paradigmadvisors.com/ |
Paradigm Advisors LLC is a fee-only financial advisory practice focused on professionals, freelancers and entrepreneurs who want sound advice without succumbing to minimum investment requirements. We are passionate about our desire to help people define their financial life goals and create and implement a plan that will give them a path to achieving those goals. |
|
| Paradigm Wealth Management |
Rodney |
Tracer |
Managing Partner |
(817) 912-1342 |
WM |
RTracer@PWM.Financial |
|
502 N. Carroll Ave., Suite 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/rodney-tracer-mba-63b55855/ |
|
2.015 |
|
|
https://www.linkedin.com/company/paradigmwealthmanagement/ |
http://www.pwm.financial/ |
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles. |
|
| Paradigm Wealth Management |
Phillip |
Hearn |
Managing Partner |
(817) 347-4028 |
WM |
PHearn@PWM.Financial |
|
801 Cherry St., Suite 2300 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/drphilliphearn/ |
|
2.015 |
|
|
https://www.linkedin.com/company/paradigmwealthmanagement/ |
http://www.pwm.financial/ |
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles. |
|
| Paradigm Wealth Management |
Michael |
Grante |
Managing Partner |
(817) 347-4083 |
WM |
MGrante@PWM.Financial |
|
801 Cherry St., Suite 2300 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/michaelgrante/ |
|
2.015 |
|
|
https://www.linkedin.com/company/paradigmwealthmanagement/ |
http://www.pwm.financial/ |
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles. |
|
| Paradigm Wealth Management |
Steven |
Howell |
Managing Partner |
(404) 760-2332 |
WM |
SHowell@PWM.Financial |
|
780 Johnson Ferry Rd., Suite 600 |
Atlanta |
GA |
30342 |
United States of America |
North America |
https://www.linkedin.com/in/stevenmhowellcfp/ |
|
2.015 |
|
|
https://www.linkedin.com/company/paradigmwealthmanagement/ |
http://www.pwm.financial/ |
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles. |
|
| Paradigm Wealth Management |
Chris |
Roberts |
Managing Partner |
(817) 347-4011 |
WM |
CRoberts@PWM.Financial |
|
801 Cherry St., Suite 2300 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/robertschrisopher/ |
|
2.015 |
|
|
https://www.linkedin.com/company/paradigmwealthmanagement/ |
http://www.pwm.financial/ |
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles. |
|
| Paradigm Wealth Management, LLC |
Douglas |
Kuhlman |
Managing Partner |
(440) 892-5900 |
WM |
dougkuhlman@investpwm.com |
contact@investpwm.com |
950 Main Avenue, Suite 700 |
Cleveland |
OH |
44113 |
United States of America |
North America |
https://www.linkedin.com/in/doug-kuhlman-85428411/ |
|
2.008 |
|
|
https://www.linkedin.com/company/paradigm-wealth-management/ |
http://investpwm.com/ |
Paradigm Wealth Management provides the personalized service you should expect from your financial partners. We begin by having in-depth discussions with you in order to learn and understand your particular financial needs and goals. At Paradigm Wealth Management, we work closely with each of our clients in order to understand their unique situation and provide customized services to suit each of our client’s specific needs, from daily financial operations to long-term legacy planning.
At Paradigm Wealth Management we are proudly independent, highly experienced and extraordinarily dedicated to our clients. |
|
| Paradigm Wealth Management, LLC |
Peg |
Quinn |
Financial Advisor |
(312) 981-8633 |
WM |
pegquinn@investpwm.com |
contact@investpwm.com |
AON Center - 200 E. Randolph, Suite 5100 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/peg-quinn-cfp®-319a696/ |
|
2.008 |
|
|
https://www.linkedin.com/company/paradigm-wealth-management/ |
http://investpwm.com/ |
Paradigm Wealth Management provides the personalized service you should expect from your financial partners. We begin by having in-depth discussions with you in order to learn and understand your particular financial needs and goals. At Paradigm Wealth Management, we work closely with each of our clients in order to understand their unique situation and provide customized services to suit each of our client’s specific needs, from daily financial operations to long-term legacy planning.
At Paradigm Wealth Management we are proudly independent, highly experienced and extraordinarily dedicated to our clients. |
|
| Paradigm Wealth Management, LLC |
Marnie |
Randel |
Portfolio Manager |
(312) 981-8633 |
WM |
marnierandel@investpwm.com |
contact@investpwm.com |
AON Center - 200 E. Randolph, Suite 5100 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/marnie-r-randel-cfp®-3484676/ |
|
2.008 |
|
|
https://www.linkedin.com/company/paradigm-wealth-management/ |
http://investpwm.com/ |
Paradigm Wealth Management provides the personalized service you should expect from your financial partners. We begin by having in-depth discussions with you in order to learn and understand your particular financial needs and goals. At Paradigm Wealth Management, we work closely with each of our clients in order to understand their unique situation and provide customized services to suit each of our client’s specific needs, from daily financial operations to long-term legacy planning.
At Paradigm Wealth Management we are proudly independent, highly experienced and extraordinarily dedicated to our clients. |
|
| Paradigm Wealth Services Inc. |
Garland |
Risner |
President |
(208) 888-9070 |
WM |
garland@paradigmwealthservices.com |
info@paradigmwealthservices.com |
39 West Pine Avenue, Suite 100 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/garland-risner-2b99573/ |
|
2.007 |
$37.5M |
|
|
https://www.paradigmwealthservices.com/ |
Paradigm Wealth Services, an independent wealth management firm deeply rooted in the community. At Paradigm Wealth Services our clients benefit from a level of service similar to what private trust companies give their wealthiest clients. Our many years of experience in the legal and financial industries enable Paradigm Wealth Services Inc. to make quality services available at costs similar to those charged by many advisors who do less for you. For our current clients, you'll find links to access your account, make appointments with us, get up-to-date information about your investments and the markets. Also you will find useful resources that can help empower you with additional knowledge. |
|
| Paradise Valley Wealth Management, Inc. |
Mike |
Cummiskey |
Principal |
Mobile: (602) 619-7595 |
WM |
mike@pvwealthmanagement.com |
|
5401 East Sapphire Lane |
Paradise Valley |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/mike-cummiskey-clu®-chfc®-ricp®-cff®-cpfa-606b0515/ |
|
2.011 |
|
|
|
https://www.pvwealthmanagement.com/ |
My financial planning and investment management firm offers a high quality alternative to large financial institutions such a banks, brokerage houses and trust companies. Please see my website to learn more about my unique, lower expense business model, great technology platform, and also to request one of my Company brochures. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Paradise Valley Wealth Management, Inc. and Woodbury Financial Services, Inc., are not affiliated entities. |
|
| Paradise Valley Wealth Management, Inc. |
Debbie |
Farstead |
Assistant |
Office: (480) 483-3156 |
WM |
debbie@pvwealthmanagement.com |
|
5401 East Sapphire Lane |
Paradise Valley |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/debbie-farstead-1179a6187/ |
|
2.011 |
|
|
|
https://www.pvwealthmanagement.com/ |
My financial planning and investment management firm offers a high quality alternative to large financial institutions such a banks, brokerage houses and trust companies. Please see my website to learn more about my unique, lower expense business model, great technology platform, and also to request one of my Company brochures. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Paradise Valley Wealth Management, Inc. and Woodbury Financial Services, Inc., are not affiliated entities. |
|
| Paragon Capital Management Singapore Pte Ltd |
Irene |
Ng |
COO |
Direct: 65 6239 0181 |
WM |
irene.ng@paragoncapital.sg |
enquiry@paragoncapital.sg |
1 Wallich Street, Guoco Tower, #25-03 |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/irene-ng-690a1845/ |
|
2.017 |
|
|
https://www.linkedin.com/company/paragon-capital-management-singapore-private-limited/about/?viewAsMember=true |
https://paragoncapital.sg/ |
Paragon Capital Management Singapore Private Limited is an independent Asset Management Company that assists Accredited Investors and High Net Worth individuals in managing their investment portfolios. |
|
| Paragon Capital Management Singapore Pte Ltd |
Wendy |
Tan |
Vice President, Client Services |
Direct: 65 6239 0183 |
WM |
wendy.tan@paragoncapital.sg |
enquiry@paragoncapital.sg |
1 Wallich Street, Guoco Tower, #25-03 |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/wendy-tan-a055a686/ |
|
2.017 |
|
|
https://www.linkedin.com/company/paragon-capital-management-singapore-private-limited/about/?viewAsMember=true |
https://paragoncapital.sg/ |
Paragon Capital Management Singapore Private Limited is an independent Asset Management Company that assists Accredited Investors and High Net Worth individuals in managing their investment portfolios. |
|
| Paragon Capital Management Singapore Pte Ltd |
Paul |
Lee |
CoFounder, CEO & Chief Investment Officer |
65 6239 0188 |
WM |
paul.lee@paragoncapital.sg |
enquiry@paragoncapital.sg |
1 Wallich Street, Guoco Tower, #25-03 |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/paul-lee-4747371/ |
|
2.017 |
|
|
https://www.linkedin.com/company/paragon-capital-management-singapore-private-limited/about/?viewAsMember=true |
https://paragoncapital.sg/ |
Paragon Capital Management Singapore Private Limited is an independent Asset Management Company that assists Accredited Investors and High Net Worth individuals in managing their investment portfolios. |
|
| Paragon Capital Management Singapore Pte Ltd |
Leon |
Ho |
VP, Portfolio Management |
65 6239 0188 |
WM |
leon.ho@paragoncapital.sg |
enquiry@paragoncapital.sg |
1 Wallich Street, Guoco Tower, #25-03 |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/leon-ho-cfa-a679b649/ |
|
2.017 |
|
|
https://www.linkedin.com/company/paragon-capital-management-singapore-private-limited/about/?viewAsMember=true |
https://paragoncapital.sg/ |
Paragon Capital Management Singapore Private Limited is an independent Asset Management Company that assists Accredited Investors and High Net Worth individuals in managing their investment portfolios. |
|
| Parallel Advisors, LLC |
Jason |
Beccaris |
Chief Planning Officer |
(866) 627-6984 |
WM |
jason@paralleladvisors.com |
info@ParallelAdvisors.com |
150 Spear St., Suite 950 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jasonbeccaris/ |
|
2.006 |
$1B |
|
https://www.linkedin.com/company/parallel-advisors/ |
https://paralleladvisors.com/ |
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Denver and Honolulu, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. |
|
| Parallel Advisors, LLC |
Diane |
Gabianelli |
President and CFO |
(866) 627-6984 |
WM |
diane@paralleladvisors.com |
info@ParallelAdvisors.com |
150 Spear St., Suite 950 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/diane-gabianelli-95884213/ |
|
2.006 |
$1B |
|
https://www.linkedin.com/company/parallel-advisors/ |
https://paralleladvisors.com/ |
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Denver and Honolulu, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. |
|
| Parallel Advisors, LLC |
Brian |
Okeefe |
Chief Investment Officer |
(866) 627-6984 |
WM |
brian.okeefe@paralleladvisors.com |
info@ParallelAdvisors.com |
150 Spear St., Suite 950 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/brian-o-keefe-a232294/ |
|
2.006 |
$1B |
|
https://www.linkedin.com/company/parallel-advisors/ |
https://paralleladvisors.com/ |
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Denver and Honolulu, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. |
|
| Parallel Advisors, LLC |
C.J. |
Rendic |
CEO |
(866) 627-6984 |
WM |
cj.rendic@paralleladvisors.com |
info@ParallelAdvisors.com |
150 Spear St., Suite 950 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/c-j-rendic-4a91817/ |
|
2.006 |
$1B |
|
https://www.linkedin.com/company/parallel-advisors/ |
https://paralleladvisors.com/ |
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Denver and Honolulu, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. |
|
| Parallel Advisors, LLC |
Amy |
Barker |
Principal |
(866) 627-6984 |
WM |
amy.barker@paralleladvisors.com |
info@ParallelAdvisors.com |
150 Spear St., Suite 950 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/amy-barker-1b1bb81/ |
|
2.006 |
$1B |
|
https://www.linkedin.com/company/parallel-advisors/ |
https://paralleladvisors.com/ |
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Denver and Honolulu, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. |
|
| Paramount Capital Advisors |
John |
Pascal |
Managing Director |
Office: (312) 767-3320, Direct: (847) 922-2767 |
WM |
john@paramountcapitaladvisors.com |
|
1290 N Clybourn Ave |
Chicago |
IL |
60610 |
United States of America |
North America |
https://www.linkedin.com/in/john-pascal-7b45815/ |
|
2.019 |
|
|
https://www.linkedin.com/company/paramount-capital-advisors/ |
http://paramountcapitaladvisors.com/ |
Paramount Capital Advisors (PCA) is a Real Estate Investment Advisor with principals that have been helping clients secure capital for over thirty years. We are a privately held firm where our Principals both own the company and lead the business practice for our clients. |
|
| Paratus Financial, Inc. |
Bonnie |
Free Grisz |
Managing Director |
(214) 378-7400 |
WM |
bonnie@paratusfinancial.com |
|
5220 McKinney Ave. #200 |
Dallas |
TX |
75205 |
United States of America |
North America |
|
|
2.003 |
|
|
https://www.linkedin.com/company/paratus-financial-inc-/ |
https://paratusfinancial.com/ |
Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance. |
|
| Paratus Financial, Inc. |
Kyle |
Grisz |
Director |
(214) 378-7400 |
WM |
kyle@paratusfinancial.com |
|
5220 McKinney Ave. #200 |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-grisz-08b9b412/ |
|
2.003 |
|
|
https://www.linkedin.com/company/paratus-financial-inc-/ |
https://paratusfinancial.com/ |
Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance. |
|
| Paratus Financial, Inc. |
Paige |
Boyer |
Director |
(214) 378-7400 |
WM |
paige@paratusfinancial.com |
|
5220 McKinney Ave. #200 |
Dallas |
TX |
75205 |
United States of America |
North America |
|
|
2.003 |
|
|
https://www.linkedin.com/company/paratus-financial-inc-/ |
https://paratusfinancial.com/ |
Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance. |
|
| Pariter Wealth Management Group LLC |
Francisco |
Rivera |
President |
(787) 781-2555 |
WM |
frivera@pariterwmg.com |
info@pariterwmg.com |
#243 Road #2, Villa Caparra |
Guaynabo |
PR |
00966-1915 |
United States of America |
North America |
https://www.linkedin.com/in/francisco-josé-rivera-fernández-47570392/ |
|
|
|
|
|
https://www.pariterwmg.com/ |
Pariter Wealth Management Group offers unparalleled client experience to high net worth individuals and their families, Corporations and Trusts, providing objective and unbiased advice. The firm's open architecture solutions, which allow us to select the best options based on the client's risk profile, along with the latest financial technology, helps Pariter Wealth Management Group set the standard for what today's investors should expect. |
|
| Pariter Wealth Management Group LLC |
Braulio |
Nieves Roman |
Investment Advisor |
(787) 781-2555 |
WM |
bnieves@pariterwmg.com |
info@pariterwmg.com |
#243 Road #2, Villa Caparra |
Guaynabo |
PR |
00966-1915 |
United States of America |
North America |
https://www.linkedin.com/in/braulio-nieves-román/ |
|
|
|
|
|
https://www.pariterwmg.com/ |
Pariter Wealth Management Group offers unparalleled client experience to high net worth individuals and their families, Corporations and Trusts, providing objective and unbiased advice. The firm's open architecture solutions, which allow us to select the best options based on the client's risk profile, along with the latest financial technology, helps Pariter Wealth Management Group set the standard for what today's investors should expect. |
|
| Pariter Wealth Management Group LLC |
Eduardo |
Sotomayor |
CCO |
(787) 781-2555 |
WM |
esotomayor@pariterwmg.com |
info@pariterwmg.com |
#243 Road #2, Villa Caparra |
Guaynabo |
PR |
00966-1915 |
United States of America |
North America |
https://www.linkedin.com/in/eduardo-sotomayor-6a0a1a3a/ |
|
|
|
|
|
https://www.pariterwmg.com/ |
Pariter Wealth Management Group offers unparalleled client experience to high net worth individuals and their families, Corporations and Trusts, providing objective and unbiased advice. The firm's open architecture solutions, which allow us to select the best options based on the client's risk profile, along with the latest financial technology, helps Pariter Wealth Management Group set the standard for what today's investors should expect. |
|
| Pariter Wealth Management Group LLC |
Hector |
Martinez |
Operations Specialist |
(787) 781-2555 |
WM |
hmartinez@pariterwmg.com |
info@pariterwmg.com |
#243 Road #2, Villa Caparra |
Guaynabo |
PR |
00966-1915 |
United States of America |
North America |
https://www.linkedin.com/in/hector-martinez-87bb7838/ |
|
|
|
|
|
https://www.pariterwmg.com/ |
Pariter Wealth Management Group offers unparalleled client experience to high net worth individuals and their families, Corporations and Trusts, providing objective and unbiased advice. The firm's open architecture solutions, which allow us to select the best options based on the client's risk profile, along with the latest financial technology, helps Pariter Wealth Management Group set the standard for what today's investors should expect. |
|
| Park Avenue Financial Advisors |
Randy |
Bredibard |
Founder |
(212) 685-3260 |
WM |
rbreidbart@northridgesecurities.com |
info@PAFAdvisors.com |
1 Penn Plaza, Suite 2420 |
New York |
NY |
10119 |
United States of America |
North America |
https://www.linkedin.com/in/randybreidbart/ |
|
1.991 |
|
Randy@PAFAdvisors.com |
https://www.linkedin.com/company/park-avenue-financial-advisors/ |
https://www.parkavenuefinancialadvisors.com/ |
Randy holds a BA in both Communications and Psychology from the University at Albany where he graduated Magna Cum Laude. He also holds a Juris Doctor degree from the University at Buffalo. He was admitted to the New York Bar as a practicing attorney in 1979. Randy’s professional credentials include a Juris Doctor Degree, Series 7, Series 63, Series 65 registrations, and New York Life & Health Insurance Licenses. |
|
| Park Avenue Securities |
Michael John |
Ryniker |
COO |
(888) 600-4667 |
WM |
rynikerm@gmail.com |
|
10 Hudson Yards |
New York |
NY |
10001 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ryniker-182a559/ |
|
1.990 |
$7.2B |
|
https://www.linkedin.com/company/park-avenue-securities/ |
https://www.parkavenuesecurities.com/ |
Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), which has a rich heritage of promises kept since 1860. |
|
| Park Avenue Wealth Management, LLC |
Jacquelin |
Moody |
President |
(734) 432-1966 |
WM |
jacquelin.moody@ceteraadvisors.com |
|
39209 West Six Mile Road, Suite 201 |
Livonia |
MI |
48152 |
United States of America |
North America |
https://www.linkedin.com/in/jacque-moody-cfp-cep-rfc-financial-advisor-96bab827/ |
|
1.990 |
|
|
|
http://www.parkavenuewm.com/ |
Park Avenue Wealth Management is an independent wealth planning firm dedicated to building long term relationships and providing unbiased advice and world-class service.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| Parks Wealth Management |
James |
Parks |
President & Wealth Advisor |
(201) 689-2020 |
WM |
Jim@parkswm.com |
info@parkswm.com |
216 East Ridgewood Ave Second Floor |
Ridgewood |
NJ |
07450 |
United States of America |
North America |
https://www.linkedin.com/in/jimparkscfp/ |
|
2.000 |
$17M |
|
https://www.linkedin.com/company/parks-wealth-management/ |
https://www.parkswm.com/ |
Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey. Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals.
As the President and Wealth Advisor for Parks WM, Jim Parks has over 20 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. |
|
| Parks Wealth Management |
Jonathon |
Allen |
Wealth Advisor |
(201) 689-2020 |
WM |
Jonathon@parkswm.com |
info@parkswm.com |
216 East Ridgewood Ave Second Floor |
Ridgewood |
NJ |
07450 |
United States of America |
North America |
https://www.linkedin.com/in/jonathon-allen-84258641/ |
|
2.000 |
$17M |
|
https://www.linkedin.com/company/parks-wealth-management/ |
https://www.parkswm.com/ |
Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey. Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals.
As the President and Wealth Advisor for Parks WM, Jim Parks has over 20 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. |
|
| Parks Wealth Management |
Richard |
Kjetsaa |
Portfolio Strategist |
(201) 689-2020 |
WM |
Richard@parkswm.com |
info@parkswm.com |
216 East Ridgewood Ave Second Floor |
Ridgewood |
NJ |
07450 |
United States of America |
North America |
|
|
2.000 |
$17M |
|
https://www.linkedin.com/company/parks-wealth-management/ |
https://www.parkswm.com/ |
Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey. Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals.
As the President and Wealth Advisor for Parks WM, Jim Parks has over 20 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. |
|
| Parks Wealth Management |
Ania |
Karcher |
Investment & Wealth Manager Assistant |
(201) 689-2020 |
WM |
Ania@parkswm.com |
info@parkswm.com |
216 East Ridgewood Ave Second Floor |
Ridgewood |
NJ |
07450 |
United States of America |
North America |
https://www.linkedin.com/in/ania-karcher-a468a238/ |
|
2.000 |
$17M |
|
https://www.linkedin.com/company/parks-wealth-management/ |
https://www.parkswm.com/ |
Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey. Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals.
As the President and Wealth Advisor for Parks WM, Jim Parks has over 20 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. |
|
| Parks Wealth Management |
Felicia |
Parks |
Director of Client Services |
(201) 689-2020 |
WM |
Felicia@parkswm.com |
info@parkswm.com |
216 East Ridgewood Ave Second Floor |
Ridgewood |
NJ |
07450 |
United States of America |
North America |
https://www.linkedin.com/in/felicia-parks-75932b8b/ |
|
2.000 |
$17M |
|
https://www.linkedin.com/company/parks-wealth-management/ |
https://www.parkswm.com/ |
Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey. Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals.
As the President and Wealth Advisor for Parks WM, Jim Parks has over 20 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. |
|
| Parkstone Wealth Management LLC |
Chester |
Straily |
Managing Director |
(817) 962-0068 |
WM |
cstraily@parkstonewealth.com |
info@parkstonewealth.com |
1000 Ballpark Way Suite 302 |
Arlington |
TX |
76011 |
United States of America |
North America |
https://www.linkedin.com/in/cstrailyparkstone/ |
|
2.013 |
$107M |
|
|
http://www.parkstonewealth.com/ |
Parkstone Wealth Management, LLC provides wealth management services. The Company offers financial planning, consulting, investment advisory, and portfolio management services. Parkstone Wealth Management serves customers in the United States. |
|
| Parkstone Wealth Management LLC |
Chester |
Quisenberry |
Managing Director |
(817) 962-0068 |
WM |
cquisenberry@parkstonewealth.com |
info@parkstonewealth.com |
1000 Ballpark Way Suite 302 |
Arlington |
TX |
76011 |
United States of America |
North America |
https://www.linkedin.com/in/cquisenberryparkstone/ |
|
2.013 |
$107M |
|
|
http://www.parkstonewealth.com/ |
Parkstone Wealth Management, LLC provides wealth management services. The Company offers financial planning, consulting, investment advisory, and portfolio management services. Parkstone Wealth Management serves customers in the United States. |
|
| Parkway Wealth Management Group, LLC |
Robert |
McMeen |
Managing Director |
(972) 502-9340 |
WM |
Robert@parkwayteam.com |
|
5550 Granite Parkway, Suite 180 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/robertmcmeen/ |
|
|
|
|
|
https://www.raymondjames.com/parkwayteam |
Parkway Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. This is your unique wealth management journey. And we’re here to act as your guide each step along the way. As a trusted partner for your financial life, our team helps uncover and take care of all the nuanced needs you and your family have – so you can enjoy the journey of your life. |
|
| Parkway Wealth Management Group, LLC |
T. Ray |
Baker |
Managing Director |
(972) 502-9340 |
WM |
TRay@parkwayteam.com |
|
5550 Granite Parkway, Suite 180 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/t-ray-baker-cfp®-3842621/ |
|
|
|
|
|
https://www.raymondjames.com/parkwayteam |
Parkway Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. This is your unique wealth management journey. And we’re here to act as your guide each step along the way. As a trusted partner for your financial life, our team helps uncover and take care of all the nuanced needs you and your family have – so you can enjoy the journey of your life. |
|
| Parkworth Wealth Management |
Bruce |
Barton |
Principal and Wealth Manager |
(408) 436-9800 |
WM |
bbarton@parkworth.com |
|
100 Century Center Court, Suite 670 |
San Jose |
CA |
95112 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/parkworth/?originalSubdomain=jm |
https://www.parkworth.com/ |
Parkworth Wealth Management is a fee-only wealth management firm helping executives and professionals live their best financial life. Founded in 2003, we work side by side with clients to help solve their most pressing financial challenges. With offices in San Jose and Palo Alto, we serve clients in Silicon Valley and the Bay Area by offering services that include financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management. |
|
| Parkworth Wealth Management |
Chris |
Missirlian |
Wealth Advisor |
(408) 436-9800 |
WM |
cmissirlian@parkworth.com |
|
100 Century Center Court, Suite 670 |
San Jose |
CA |
95112 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/parkworth/?originalSubdomain=jm |
https://www.parkworth.com/ |
Parkworth Wealth Management is a fee-only wealth management firm helping executives and professionals live their best financial life. Founded in 2003, we work side by side with clients to help solve their most pressing financial challenges. With offices in San Jose and Palo Alto, we serve clients in Silicon Valley and the Bay Area by offering services that include financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management. |
|
| Parsec Financial Management Inc. |
Sarah |
DerGarabedian |
Director of Portfolio Management |
(828) 255-0271 |
WM |
sdergarabedian@parsecfinancial.com |
contactus@parsecfinancial.com |
6 Wall Street |
Asheville |
NC |
28801 |
United States of America |
North America |
|
|
1.980 |
$2B |
|
https://www.linkedin.com/company/parsec-financial |
http://www.parsecfinancial.com/ |
Parsec Financial is a fee-only wealth management firm dedicated to helping individuals and businesses achieve their long-term financial goals. Founded in 1980, Parsec has a long history of putting clients first. With 40 years of experience and $2.99 billion in assets under management as of December 31, 2019, our team of investment professionals is committed to your financial future. Parsec does not endorse third-party content. |
|
| Parthenon LLC |
Todd |
Lowe |
President |
(503) 327-5660 |
WM |
tlowe@parthenonllc.com |
|
9900 Corporate Campus Drive, Suite 2100 |
Louisville |
KY |
40223 |
United States of America |
North America |
https://www.linkedin.com/in/toddparkerlowe/ |
|
1.999 |
$595M |
|
https://www.linkedin.com/company/parthenon-llc/ |
http://www.parthenonllc.com/ |
Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions. Founded in 1999 by four experienced investment professionals with decades of investment experience. |
|
| Parthenon LLC |
Thomas |
Corea |
Chief Executive Officer |
(503) 327-5660 |
WM |
tcorea@parthenonllc.com |
|
9900 Corporate Campus Drive, Suite 2100 |
Louisville |
KY |
40223 |
United States of America |
North America |
|
|
1.999 |
$595M |
|
https://www.linkedin.com/company/parthenon-llc/ |
http://www.parthenonllc.com/ |
Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions. Founded in 1999 by four experienced investment professionals with decades of investment experience. |
|
| Partners Wealth Management, Inc. |
John |
Freiburger |
Founder and Managing Partner |
(630) 778-8088 |
WM |
john@partnerswealth.com |
info@partnerswealth.com |
1700 Park Street Suite 200 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/johnfreiburger/ |
|
1.991 |
|
|
https://www.linkedin.com/company/partners-wealth-management_2/?trk=company_logo |
http://www.partnerswealth.com/ |
Partners Wealth Management, Inc. (PWM) is an independent wealth services firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services. |
|
| Partners Wealth Management, Inc. |
Frank |
Bonfiglio |
COO & Director of Client Services |
(630) 778-8088 |
WM |
frank@partnerswealth.com |
info@partnerswealth.com |
1700 Park Street Suite 200 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/frankbonfiglio/ |
|
1.991 |
|
|
https://www.linkedin.com/company/partners-wealth-management_2/?trk=company_logo |
http://www.partnerswealth.com/ |
Partners Wealth Management, Inc. (PWM) is an independent wealth services firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services. |
|
| Pathfinder Asset Management |
Michael |
Rudd |
President, CEO & Portfolio Manager |
(604) 682-7312 |
WM |
michael@paml.ca |
info@paml.ca |
Suite 1320 - 885 West Georgia Street |
Vancouver |
BC |
V6C 3E8 |
Canada |
North America |
https://www.linkedin.com/in/michael-rudd-cfa-5ba4a813/ |
|
2.010 |
|
|
|
https://www.paml.ca/ |
Pathfinder Asset Management Limited was formed in 2010, evolving from a family office which began 30 years ago. Since the beginning, our focus has been the stewardship of investment portfolios for high-net-worth investors seeking strong performance and risk-managed results.
We believe that we have created a better platform for money management. Our inception as a family office led to the creation of our Equally Invested™ culture, mandating everyone at Pathfinder invests in our own funds. This provides clients with straightforward accountability, an unparalleled sense of trust and, ultimately, peace of mind. |
|
| Pathfinder Asset Management |
Douglas |
Johnson |
Chairman |
(604) 682-7312 |
WM |
djohnson@paml.ca |
info@paml.ca |
Suite 1320 - 885 West Georgia Street |
Vancouver |
BC |
V6C 3E8 |
Canada |
North America |
https://www.linkedin.com/in/doug-johnson-8334368/ |
|
2.010 |
|
|
|
https://www.paml.ca/ |
Pathfinder Asset Management Limited was formed in 2010, evolving from a family office which began 30 years ago. Since the beginning, our focus has been the stewardship of investment portfolios for high-net-worth investors seeking strong performance and risk-managed results.
We believe that we have created a better platform for money management. Our inception as a family office led to the creation of our Equally Invested™ culture, mandating everyone at Pathfinder invests in our own funds. This provides clients with straightforward accountability, an unparalleled sense of trust and, ultimately, peace of mind. |
|
| Pathlight Investors, LLC |
Adrian |
Larson |
Regional Director / Partner |
(602) 795-7612 |
WM |
alarson@epwealth.com |
|
3131 E. Camelback Rd., Suite 135 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/adrian-larson-111337/ |
|
2.009 |
|
|
https://www.linkedin.com/company/pathlight-investors/ |
https://www.epwealth.com/ |
Pathlight Investors is an independent, objective and client-centric investment advisory firm in continual pursuit of meeting the varied needs and goals of those we serve. The firm’s partners and professional staff are focused on providing idea-driven investment solutions and will continually strive to achieve the highest possible standards in all facets of what we do on behalf of our client relationships. |
|
| Pathlight Investors, LLC |
M.J. |
Nodilo |
Regional Director / Partner |
(602) 795-7612 |
WM |
mnodilo@epwealth.com |
|
3131 E. Camelback Rd., Suite 135 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/m-j-nodilo-8288113/ |
|
2.009 |
|
|
https://www.linkedin.com/company/pathlight-investors/ |
https://www.epwealth.com/ |
Pathlight Investors is an independent, objective and client-centric investment advisory firm in continual pursuit of meeting the varied needs and goals of those we serve. The firm’s partners and professional staff are focused on providing idea-driven investment solutions and will continually strive to achieve the highest possible standards in all facets of what we do on behalf of our client relationships. |
|
| Pathlight Investors, LLC |
Patsy |
Nodilo |
CEO & Portfolio Manager |
(602) 795-7612 |
WM |
pnodilo@epwealth.com |
|
3131 E. Camelback Rd., Suite 135 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/patsy-nodilo-88140023/ |
|
2.009 |
|
|
https://www.linkedin.com/company/pathlight-investors/ |
https://www.epwealth.com/ |
Pathlight Investors is an independent, objective and client-centric investment advisory firm in continual pursuit of meeting the varied needs and goals of those we serve. The firm’s partners and professional staff are focused on providing idea-driven investment solutions and will continually strive to achieve the highest possible standards in all facets of what we do on behalf of our client relationships. |
|
| Pathstone Family Office, LLC |
Allan |
Zachariah |
Co-CEO |
(201) 944-7284, Mobile: (404) 434-2900 |
WM |
azachariah@pathstone.com |
|
10 Sterling Blvd 402 |
Englewood |
NJ |
07631 |
United States of America |
North America |
https://www.linkedin.com/in/allan-zachariah-5104998/ |
|
2.010 |
$1.8B |
|
https://www.linkedin.com/company/pathstone-federal-street/ |
http://www.pathstone.com/ |
Pathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions. |
|
| Pathstone Family Office, LLC |
Cynthia |
Huppert |
Associate Operations |
Direct: (404) 592-0197 |
WM |
chuppert@pathstone.com |
|
10 Sterling Blvd 402 |
Englewood |
NJ |
07631 |
United States of America |
North America |
https://www.linkedin.com/in/cynthia-huppert-385514a/ |
|
2.010 |
$1.8B |
|
https://www.linkedin.com/company/pathstone-federal-street/ |
http://www.pathstone.com/ |
Pathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions. |
|
| Pathstone Family Office, LLC |
Matthew |
Fleissig |
President |
(201) 944-7284 |
WM |
mfleissig@pathstone.com |
|
10 Sterling Blvd 402 |
Englewood |
NJ |
07631 |
United States of America |
North America |
https://www.linkedin.com/in/fleissig/ |
|
2.010 |
$1.8B |
|
https://www.linkedin.com/company/pathstone-federal-street/ |
http://www.pathstone.com/ |
Pathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions. |
|
| Pathway Financial Advisors, LLC |
Scott |
Beaudin |
Partner |
(802) 660-7086 |
WM |
sbeaudin@pathwayadvisors.com |
|
2 Market Street |
South Burlington |
VT |
05403 |
United States of America |
North America |
https://www.linkedin.com/in/scott-beaudin-cpa-pfs-cfp®-6a039340/ |
|
2.002 |
$210,327,708 |
|
https://www.linkedin.com/company/pathway-financial-advisors-llc/ |
https://www.pathwayadvisors.com |
Pathway Financial Advisors is an independent, fee-only financial planning firm serving individuals and families from our offices in Burlington, Vermont, and Atlanta, Georgia. Our integrated financial planning and investment management approach ties together aspects of a client’s financial situation into a cohesive strategy focused on the evolving needs of each client. |
|
| Pathway Financial Advisors, LLC |
Rebecca |
Walsh |
Financial Planner |
(802) 660-7086 |
WM |
rwalsh@pathwayadvisors.com |
|
2 Market Street |
South Burlington |
VT |
05403 |
United States of America |
North America |
https://www.linkedin.com/in/rebeccawalshvt/ |
|
2.002 |
$210,327,708 |
|
https://www.linkedin.com/company/pathway-financial-advisors-llc/ |
https://www.pathwayadvisors.com |
Pathway Financial Advisors is an independent, fee-only financial planning firm serving individuals and families from our offices in Burlington, Vermont, and Atlanta, Georgia. Our integrated financial planning and investment management approach ties together aspects of a client’s financial situation into a cohesive strategy focused on the evolving needs of each client. |
|
| Patrimonica Asset Management Inc. |
Diane |
Henry |
President |
(514) 954-8887 |
WM |
dhenry@patrimonica.com |
info@patrimonica.com |
1130, Sherbrooke Street West |
Montreal |
QC |
H3A 2M8 |
Canada |
North America |
https://www.linkedin.com/in/diane-henry-5b557218/ |
|
|
|
|
|
https://www.patrimonica.com |
Patrimonica Asset Management Inc., a subsidiary of Montreal-based Patrimonica Inc., acts as an Outsourced Chief Investment Officer (“OCIO”) for wealthy families and individuals, foundations, and endowments. We provide a complete investment management suite and manage client assets with integrity, rigour, and objectivity. Independence, transparency, and a strong client focus allow us to ensure client interests always come first. |
|
| Patrimonica Asset Management Inc. |
Bill |
Healy |
Managing Director |
(514) 954-8887 |
WM |
bhealy@patrimonica.com |
info@patrimonica.com |
1130, Sherbrooke Street West |
Montreal |
QC |
H3A 2M8 |
Canada |
North America |
https://www.linkedin.com/in/bill-healy-06459616/ |
|
|
|
|
|
https://www.patrimonica.com |
Patrimonica Asset Management Inc., a subsidiary of Montreal-based Patrimonica Inc., acts as an Outsourced Chief Investment Officer (“OCIO”) for wealthy families and individuals, foundations, and endowments. We provide a complete investment management suite and manage client assets with integrity, rigour, and objectivity. Independence, transparency, and a strong client focus allow us to ensure client interests always come first. |
|
| Patriot Investment Management Group, Inc. |
Bradley |
Bower |
President, Chief Executive Officer & Chief Compliance Officer |
(865) 777-2479 |
WM |
bbower@patriotinvestment.com |
info@patriotinvestment.com |
9721 Cogdill Road, Suite 101 |
Knoxville |
TN |
37932 |
United States of America |
North America |
https://www.linkedin.com/in/brad-bower-a8822711/ |
|
1.993 |
$761M |
|
https://www.linkedin.com/company/patriot-investment-managment-group-inc-/ |
http://patriotinvestment.com/ |
Patriot Investment Management Group, Inc. is a Fee Only, Registered Investment Advisory company, registered with the Securities Exchange Commission. |
|
| Patriot Investment Management Group, Inc. |
John |
Temple |
Investment Manager & Wealth Advisory Spectialist |
(865) 777-2479 |
WM |
jtemple@patriotinvestment.com |
info@patriotinvestment.com |
9721 Cogdill Road, Suite 101 |
Knoxville |
TN |
37932 |
United States of America |
North America |
https://www.linkedin.com/in/john-temple-92004520/ |
|
1.993 |
$761M |
|
https://www.linkedin.com/company/patriot-investment-managment-group-inc-/ |
http://patriotinvestment.com/ |
Patriot Investment Management Group, Inc. is a Fee Only, Registered Investment Advisory company, registered with the Securities Exchange Commission. |
|
| Patten and Patten, Inc. |
Raymond |
Ryan |
President, Portfolio Manager |
(423) 756-3480 |
WM |
ray@patteninc.com |
info@patteninc.com |
520 Lookout Street |
Chattanooga |
TN |
37403 |
United States of America |
North America |
https://www.linkedin.com/in/tigerlb/ |
|
|
$1.3B |
|
|
http://www.patteninc.com/ |
Patten and Patten, Inc. provides investment advisory services on a discretionary basis to individuals, families, individual retirement plans, trusts, family partnerships, endowments, foundations, pension and profit sharing plans, 401(k)s, and other institutional investment accounts. |
|
| Patten and Patten, Inc. |
Mark |
Fleck |
Principal & Portfolio Manager |
(423) 756-3480 |
WM |
mark@patteninc.com |
info@patteninc.com |
520 Lookout Street |
Chattanooga |
TN |
37403 |
United States of America |
North America |
https://www.linkedin.com/in/mark-fleck-cfa-6a826836/ |
|
|
$1.3B |
|
|
http://www.patteninc.com/ |
Patten and Patten, Inc. provides investment advisory services on a discretionary basis to individuals, families, individual retirement plans, trusts, family partnerships, endowments, foundations, pension and profit sharing plans, 401(k)s, and other institutional investment accounts. |
|
| Paul Comstock Partners |
Stephen |
Browne |
Chief Investment Officer, Principal & Chief Compliance Officer |
(713) 977-2694 |
WM |
steve.browne@paulcomstockpartners.com |
paul.comstock@paulcomstockpartners.com |
6363 Woodway Suite 620 |
Houston |
TX |
77057 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-c-browne-cfa-b8166912/ |
|
1.983 |
$2B |
|
|
http://paulcomstockpartners.com/ |
First Endowment Development Corporation, doing business as Paul Comstock Partners, provides investment advisory services. The Company offers financial planning, investment strategies, consulting, and portfolio management services. Paul Comstock Partners serves high net worth individuals, families, fiduciaries, and corporations in the State of Texas. |
|
| Paul Comstock Partners |
Alison |
Comstock Moss |
Chairman & CEO |
(713) 977-2694 |
WM |
alison.moss@paulcomstockpartners.com |
paul.comstock@paulcomstockpartners.com |
6363 Woodway Suite 620 |
Houston |
TX |
77057 |
United States of America |
North America |
https://www.linkedin.com/in/alisoncomstockmoss/ |
|
1.983 |
$2B |
|
|
http://paulcomstockpartners.com/ |
First Endowment Development Corporation, doing business as Paul Comstock Partners, provides investment advisory services. The Company offers financial planning, investment strategies, consulting, and portfolio management services. Paul Comstock Partners serves high net worth individuals, families, fiduciaries, and corporations in the State of Texas. |
|
| Paulo Financial Advisors |
Catherine |
Paulo |
Managing Member |
(718) 370-3464 |
WM |
paulo@paulofinancialadvisors.com |
|
1688 Victory Boulevard, Suite 200 |
Staten Island |
NY |
10314 |
United States of America |
North America |
https://www.linkedin.com/in/catherine-paulo-06053518/ |
|
2.010 |
$30M |
|
|
https://www.paulofinancialadvisors.com/ |
As a registered investment advisor, Paulo Financial Advisors (PFA) is a fiduciary serving clients since 2004. The firm was created because the principal advisor was not satisfied with the quality of ‘personalized advice’ other investment advisors were offering. PFA is fee only which means that we don’t accept commissions or other financial benefits from product providers. As a fiduciary investment advisor, we take on the responsibility to make independant and objective decisions with your financial future in mind. While only a small team of advisors, we have an internationally recognized team and service clients all over the United States. |
|
| Paulo Financial Advisors |
John |
Donnelly |
Operations Manager |
(718) 370-3464 |
WM |
johnd@paulofinancialadvisors.com |
|
1688 Victory Boulevard, Suite 200 |
Staten Island |
NY |
10314 |
United States of America |
North America |
https://www.linkedin.com/in/john-donnelly-56a1a478/ |
|
2.010 |
$30M |
|
|
https://www.paulofinancialadvisors.com/ |
As a registered investment advisor, Paulo Financial Advisors (PFA) is a fiduciary serving clients since 2004. The firm was created because the principal advisor was not satisfied with the quality of ‘personalized advice’ other investment advisors were offering. PFA is fee only which means that we don’t accept commissions or other financial benefits from product providers. As a fiduciary investment advisor, we take on the responsibility to make independant and objective decisions with your financial future in mind. While only a small team of advisors, we have an internationally recognized team and service clients all over the United States. |
|
| Paulson Wealth Management Inc. |
Steve |
Gentzler |
Wealth Advisor |
(630) 517-2950 |
WM |
sgentzler@paulsonwealth.com |
info@paulsonwealth.com |
207 Reber St. Suite 100 |
Wheaton |
IL |
60187 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/paulson-wealth-management/ |
https://www.paulsonwealth.com/ |
Paulson Wealth Management is a registered investment advisory firm that specializes in providing financial planning, investment management, and wealth transfer planning services for institutions, individuals, and their families. |
|
| Pavlovic Wealth Management |
Steve |
Pavlovic |
Senior Financial Advisor |
(773) 993-0735 |
WM |
steve.pavlovic@vwealth.com |
|
5901 N Cicero Ave. Suite 507 |
Chicago |
IL |
60646 |
United States of America |
North America |
https://www.linkedin.com/in/steve-pavlovic-594a25142/ |
|
2.017 |
|
|
https://www.linkedin.com/company/pavlovic-wealth-management/ |
https://financialfreedomsp.com/ |
Pavlovic Wealth Management is a Chicago area, independent financial planning and wealth management firm. The firm provides individuals, families, and business owners access to a full suite of financial, advisory and investment services to help keep making plans through life’s changes. Our investment approach combines the vision you have for your future with our experience for a comprehensive wealth management strategy. |
|
| Pazera Capital Management, Inc. |
Mike |
Pazera |
President |
(361) 790-8788 |
WM |
mike@pazera.com |
|
101 Clariden Ranch Road |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/mikepazera/ |
|
|
|
|
|
https://www.pazera.com/ |
Pazera Capital Management, Inc. is an independent wealth management firm serving clients throughout the state of Texas. We are dedicated to identifying the financial objectives of our clients and providing an unprecedented level of personalized service and expertise to help our clients attain those objectives. |
|
| Pazera Capital Management, Inc. |
Joe |
Pazera |
Wealth Manager |
(361) 790-8788 |
WM |
joe@pazera.com |
|
101 Clariden Ranch Road |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-pazera-cfp®-8a89436a/ |
|
|
|
|
|
https://www.pazera.com/ |
Pazera Capital Management, Inc. is an independent wealth management firm serving clients throughout the state of Texas. We are dedicated to identifying the financial objectives of our clients and providing an unprecedented level of personalized service and expertise to help our clients attain those objectives. |
|
| PBMares Wealth Management, LLC |
Daniel |
Bender |
CoManaging Director |
(540) 371-3566 |
WM |
dbender@pbmareswealth.com |
info@pbmareswealth.com |
434 McLaws Circle Suite 201 |
Williamsburg |
VA |
23185 |
United States of America |
North America |
https://www.linkedin.com/in/dan-bender-ab904a5/ |
|
|
$340M |
|
|
https://www.pbmareswealth.com/ |
PBMares Wealth Management is an independent, registered investment advisor based in Virginia. Since 1999, we have been providing wealth management and financial advisory services to individuals, qualified retirement plans, trusts, and foundations. Unlike the majority of those in the financial services industry, our advice is guided by a fiduciary standard of trust, which places the interests of our clients ahead of our own. With that trust comes the assurance that the recommendations we make are objective and always in the best interests of our clients. It’s the foundation of our business model, and one of the things that sets us apart from our competition. |
|
| PBMares Wealth Management, LLC |
David |
Bush |
CoManaging Director |
(757) 229-7180 |
WM |
dbush@pbmareswealth.com |
info@pbmareswealth.com |
434 McLaws Circle Suite 201 |
Williamsburg |
VA |
23185 |
United States of America |
North America |
https://www.linkedin.com/in/david-bush-09b3aa13/ |
|
|
$340M |
|
|
https://www.pbmareswealth.com/ |
PBMares Wealth Management is an independent, registered investment advisor based in Virginia. Since 1999, we have been providing wealth management and financial advisory services to individuals, qualified retirement plans, trusts, and foundations. Unlike the majority of those in the financial services industry, our advice is guided by a fiduciary standard of trust, which places the interests of our clients ahead of our own. With that trust comes the assurance that the recommendations we make are objective and always in the best interests of our clients. It’s the foundation of our business model, and one of the things that sets us apart from our competition. |
|
| Peak Capital Research & Management, LLC |
Adam |
Hoffman |
CCO, CIO, Founder |
(919) 824-8500 |
WM |
adam@peakcapital.us |
info@peakcapital.us |
14381 N 101st Street |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/adam-hoffman-cfa-caia-27931a14/ |
|
|
|
|
|
http://www.peakcapital.us/ |
Peak Capital Research & Management is a fee-only wealth management firm. Our firm provides investment management services to individuals, small business, trusts, estates, and retirement plans. In addition, our firm provides clients with financial planning, retirement planning, behavioral coaching, and financial education. |
|
| Peak Wealth Management, LLC |
Nick |
Hopwood |
President and Founder |
(734) 681-7575 |
WM |
nick@peakwm.com |
|
41011 Ann Arbor Road |
Plymouth |
MI |
48170 |
United States of America |
North America |
https://www.linkedin.com/in/hopwood/ |
|
2.015 |
$121M |
|
https://www.linkedin.com/company/peak-wealth-management-llc/ |
https://www.peakwealthnh.com/ |
At Peak Wealth Management, we work hard to be your family’s most trusted advisor. Our approach is transparent. We work alongside our clients. We help you establish strong goals, identify your risk tolerance levels and make sure you understand each piece in the planning and investing process. Together, we develop an approach to reach those goals through sensible management of your assets. Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. With greater than 15 years of experience each, we have helped thousands of clients, including several generations for a number of families. |
|
| Peak Wealth Management, LLC |
Patti |
Wojcik |
Operations Manager |
(734) 681-7575 |
WM |
patti@peakwm.com |
|
41011 Ann Arbor Road |
Plymouth |
MI |
48170 |
United States of America |
North America |
|
|
2.015 |
$121M |
|
https://www.linkedin.com/company/peak-wealth-management-llc/ |
https://www.peakwealthnh.com/ |
At Peak Wealth Management, we work hard to be your family’s most trusted advisor. Our approach is transparent. We work alongside our clients. We help you establish strong goals, identify your risk tolerance levels and make sure you understand each piece in the planning and investing process. Together, we develop an approach to reach those goals through sensible management of your assets. Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. With greater than 15 years of experience each, we have helped thousands of clients, including several generations for a number of families. |
|
| Peak Wealth Management, LLC |
Gwendolyn |
Smith |
Operations Associate |
(734) 681-7575 |
WM |
gwen@peakwm.com |
|
41011 Ann Arbor Road |
Plymouth |
MI |
48170 |
United States of America |
North America |
|
|
2.015 |
$121M |
|
https://www.linkedin.com/company/peak-wealth-management-llc/ |
https://www.peakwealthnh.com/ |
At Peak Wealth Management, we work hard to be your family’s most trusted advisor. Our approach is transparent. We work alongside our clients. We help you establish strong goals, identify your risk tolerance levels and make sure you understand each piece in the planning and investing process. Together, we develop an approach to reach those goals through sensible management of your assets. Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. With greater than 15 years of experience each, we have helped thousands of clients, including several generations for a number of families. |
|
| Peak Wealth Management, LLC |
Derek |
DeAngelis |
Founding Partner & Wealth Manager |
(603) 488-2483 |
WM |
derek@peakwealthnh.com |
|
1 Hardy Rd., Suite 4 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/derek-c-deangelis-a0985b65/ |
|
2.015 |
$121M |
|
https://www.linkedin.com/company/peak-wealth-management-llc/ |
https://www.peakwealthnh.com/ |
At Peak Wealth Management, we work hard to be your family’s most trusted advisor. Our approach is transparent. We work alongside our clients. We help you establish strong goals, identify your risk tolerance levels and make sure you understand each piece in the planning and investing process. Together, we develop an approach to reach those goals through sensible management of your assets. Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. With greater than 15 years of experience each, we have helped thousands of clients, including several generations for a number of families. |
|
| Peak Wealth Management, LLC |
John |
Garrity |
Founding Partner & Wealth Manager |
(603) 488-2483 |
WM |
john@peakwealthnh.com |
|
1 Hardy Rd., Suite 4 |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/johngarrity/ |
|
2.015 |
$121M |
|
https://www.linkedin.com/company/peak-wealth-management-llc/ |
https://www.peakwealthnh.com/ |
At Peak Wealth Management, we work hard to be your family’s most trusted advisor. Our approach is transparent. We work alongside our clients. We help you establish strong goals, identify your risk tolerance levels and make sure you understand each piece in the planning and investing process. Together, we develop an approach to reach those goals through sensible management of your assets. Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. With greater than 15 years of experience each, we have helped thousands of clients, including several generations for a number of families. |
|
| Peapack Private Wealth Management |
John |
Babcock |
President |
Direct: (908) 719-3301, Mobile: (973) 652-5885 |
WM |
jbabcock@pgbank.com |
|
500 Hills Drive, Suite 300, P.O. Box 700 |
Bedminster |
NJ |
07921-0700 |
United States of America |
North America |
https://www.linkedin.com/in/john-babcock-82466110/ |
|
|
|
|
|
https://www.peapackprivate.com/ |
Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them. |
|
| Peapack Private Wealth Management |
Thomas |
Ross Jr |
President, Family Office Services Division |
(908) 719-4312 |
WM |
tross@pgbank.com |
|
500 Hills Drive, Suite 300, P.O. Box 700 |
Bedminster |
NJ |
07921-0700 |
United States of America |
North America |
|
|
|
|
|
|
https://www.peapackprivate.com/ |
Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them. |
|
| Peapack Private Wealth Management |
David |
Collum |
Managing Principal, COO |
(908) 280-3608 |
WM |
dcollum@pgbank.com |
|
500 Hills Drive, Suite 300, P.O. Box 700 |
Bedminster |
NJ |
07921-0700 |
United States of America |
North America |
https://www.linkedin.com/in/david-collum-60a081b6/ |
|
|
|
|
|
https://www.peapackprivate.com/ |
Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them. |
|
| Peapack Private Wealth Management |
John |
Creamer |
Managing Principal, Chief Investment Officer |
(908) 470-6402 |
WM |
creamer@pgbank.com |
|
500 Hills Drive, Suite 300, P.O. Box 700 |
Bedminster |
NJ |
07921-0700 |
United States of America |
North America |
|
|
|
|
|
|
https://www.peapackprivate.com/ |
Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them. |
|
| Peapack Private Wealth Management |
Jeffrey |
Fisher |
Managing Principal, Head of Investment Strategy |
(973) 276-0831 |
WM |
JFISHER@pgbank.com |
|
500 Hills Drive, Suite 300, P.O. Box 700 |
Bedminster |
NJ |
07921-0700 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-fisher-06135a18 |
|
|
|
|
|
https://www.peapackprivate.com/ |
Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them. |
|
| Peapack Private Wealth Management |
James |
Kearney |
Managing Principal, Head of Wealth Management |
(973) 276-0832 |
WM |
jkearney@pgbank.com |
|
500 Hills Drive, Suite 300, P.O. Box 700 |
Bedminster |
NJ |
07921-0700 |
United States of America |
North America |
https://www.linkedin.com/in/james-kearney-8443231b/ |
|
|
|
|
|
https://www.peapackprivate.com/ |
Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them. |
|
| Pekin Hardy Strauss Wealth Management |
Adam |
Strauss |
Co-CEO & Portfolio Manager |
(312) 554-7525 |
WM |
Adam@pekinhardy.com |
contact@pekinhardy.com |
161 N. Clark St, Suite 2200 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/straussadam/ |
|
1.990 |
|
|
https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/ |
https://pekinhardy.com/ |
Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. |
|
| Pekin Hardy Strauss Wealth Management |
Joshua |
Strauss |
Co-CEO & Portfolio Manager |
(312) 554-7525 |
WM |
josh@pekinhardy.com |
contact@pekinhardy.com |
161 N. Clark St, Suite 2200 |
Chicago |
IL |
60601 |
United States of America |
North America |
|
|
1.990 |
|
|
https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/ |
https://pekinhardy.com/ |
Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. |
|
| Pekin Hardy Strauss Wealth Management |
Jennifer |
Dunlap |
CCO |
(312) 554-7525 |
WM |
jdunlap@pekinhardy.com |
contact@pekinhardy.com |
161 N. Clark St, Suite 2200 |
Chicago |
IL |
60601 |
United States of America |
North America |
|
|
1.990 |
|
|
https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/ |
https://pekinhardy.com/ |
Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. |
|
| Pekin Hardy Strauss Wealth Management |
Colin |
Rennich |
SVP |
Mobile: (312) 520-2524 |
WM |
colin@pekinhardy.com |
contact@pekinhardy.com |
161 N. Clark St, Suite 2200 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/colin-rennich-cfp®-b9a01510/ |
|
1.990 |
|
colin@appleseedcapital.com |
https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/ |
https://pekinhardy.com/ |
Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. |
|
| Pekin Hardy Strauss Wealth Management |
Bill |
Pekin |
SVP & Portfolio Manager |
(312) 554-7525 |
WM |
bill@pekinhardy.com |
contact@pekinhardy.com |
161 N. Clark St, Suite 2200 |
Chicago |
IL |
60601 |
United States of America |
North America |
|
|
1.990 |
|
|
https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/ |
https://pekinhardy.com/ |
Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. |
|
| Pekin Hardy Strauss Wealth Management |
Brandon |
Hardy |
SVP & Portfolio Manager |
(312) 554-7525 |
WM |
brandon@pekinhardy.com |
contact@pekinhardy.com |
161 N. Clark St, Suite 2200 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-hardy-9490334/ |
|
1.990 |
|
|
https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/ |
https://pekinhardy.com/ |
Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. |
|
| Pelican Wealth Advisors, LLC |
Frank |
Ragonese |
Founder, CEO, Investment Advisor Representative |
(239) 985-4097 |
WM |
frank@pelicanwealth.com |
info@pelicanwealth.com |
27499 Riverview Center Blvd, Suite 126 |
Bonita Springs |
FL |
34134 |
United States of America |
North America |
https://www.linkedin.com/in/pelicanwealth/ |
|
2.010 |
$32M |
|
https://www.linkedin.com/company/pelican-wealth-advisors-llc/ |
https://pelicanwealth.com/ |
Pelican Wealth Advisors believes in results driven, actively managed portfolios instead of the sleepy "buy and hold" strategies of the past. Pelican Wealth Advisors are financial advisors, investment advisors, and wealth managers who are passionate about improving the lives of clients through a holistic approach to abundance. Our goal is to ignite and empower our clients to live rich and full lives in wealth and happiness. |
|
| Pelican Wealth Advisors, LLC |
Nevin |
Woulas |
Investment Advisor Representative |
(239) 985-4061 |
WM |
nevin@pelicanwealth.com |
info@pelicanwealth.com |
27499 Riverview Center Blvd, Suite 126 |
Bonita Springs |
FL |
34134 |
United States of America |
North America |
https://www.linkedin.com/in/nevin-woulas-2463a776/ |
|
2.010 |
$32M |
|
https://www.linkedin.com/company/pelican-wealth-advisors-llc/ |
https://pelicanwealth.com/ |
Pelican Wealth Advisors believes in results driven, actively managed portfolios instead of the sleepy "buy and hold" strategies of the past. Pelican Wealth Advisors are financial advisors, investment advisors, and wealth managers who are passionate about improving the lives of clients through a holistic approach to abundance. Our goal is to ignite and empower our clients to live rich and full lives in wealth and happiness. |
|
| Pelleton Capital Management, Ltd. |
Charles |
Scott |
President |
(480) 513-1830 |
WM |
charles@pelletoncapital.com |
|
7231 E. Princess Blvd, Suite 208 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
|
|
1.982 |
|
|
https://www.linkedin.com/company/pelleton-capital-management/ |
https://pelletoncapital.com/ |
Pelleton Capital Management is a boutique investment and wealth management firm serving individuals and families who value the relationship with their trusted advisor. |
|
| Peninsula Wealth LLC |
Rahul |
Shah |
Co-Founder |
(415) 678-5360 |
WM |
rahul@peninsulawealth.com |
info@peninsulawealth.com |
350 Townsend Street, Suite 411 |
San Francisco |
CA |
94107 |
United States of America |
North America |
https://www.linkedin.com/in/rahulshahsf/ |
|
2.010 |
$276M |
team@peninsulawealth.com |
https://www.linkedin.com/company/peninsula-wealth-llc/ |
https://www.peninsulawealth.com/ |
Peninsula Wealth is not your typical wealth management company. We came together because we were tired of the way financial services companies treated their clients. It became our mission to build a wealth management company that always put clients first. Every Peninsula Wealth team member believes just that. It is our core value to treat every single client as a unique individual and with respect. |
|
| Peninsula Wealth LLC |
Brett |
Davalos |
Sales & Strategy Associate |
(415) 678-5360 |
WM |
Brett@peninsulawealth.com |
info@peninsulawealth.com |
350 Townsend Street, Suite 411 |
San Francisco |
CA |
94107 |
United States of America |
North America |
https://www.linkedin.com/in/brett-davalos-540ba46/ |
|
2.010 |
$276M |
|
https://www.linkedin.com/company/peninsula-wealth-llc/ |
https://www.peninsulawealth.com/ |
Peninsula Wealth is not your typical wealth management company. We came together because we were tired of the way financial services companies treated their clients. It became our mission to build a wealth management company that always put clients first. Every Peninsula Wealth team member believes just that. It is our core value to treat every single client as a unique individual and with respect. |
|
| Peninsula Wealth LLC |
Kristina |
Ventura |
Director of Operations |
(415) 678-5360 |
WM |
Kristina@peninsulawealth.com |
info@peninsulawealth.com |
350 Townsend Street, Suite 411 |
San Francisco |
CA |
94107 |
United States of America |
North America |
https://www.linkedin.com/in/kristina-ventura-b540833b |
|
2.010 |
$276M |
|
https://www.linkedin.com/company/peninsula-wealth-llc/ |
https://www.peninsulawealth.com/ |
Peninsula Wealth is not your typical wealth management company. We came together because we were tired of the way financial services companies treated their clients. It became our mission to build a wealth management company that always put clients first. Every Peninsula Wealth team member believes just that. It is our core value to treat every single client as a unique individual and with respect. |
|
| Peninsula Wealth LLC |
Tejal |
Shah |
CoFounder |
(415) 678-5360 |
WM |
Tejal@peninsulawealth.com |
info@peninsulawealth.com |
350 Townsend Street, Suite 411 |
San Francisco |
CA |
94107 |
United States of America |
North America |
|
|
2.010 |
$276M |
|
https://www.linkedin.com/company/peninsula-wealth-llc/ |
https://www.peninsulawealth.com/ |
Peninsula Wealth is not your typical wealth management company. We came together because we were tired of the way financial services companies treated their clients. It became our mission to build a wealth management company that always put clients first. Every Peninsula Wealth team member believes just that. It is our core value to treat every single client as a unique individual and with respect. |
|
| Penn Davis McFarland, Inc. |
R. |
Van Ogden |
Principal |
(214) 871-2772 |
WM |
vano@pdavis.org |
kennih@pdavis.org |
2626 Cole Ave., Suite 504, LB 24 |
Dallas |
TX |
75204 |
United States of America |
North America |
|
|
1.977 |
$515M |
|
https://www.linkedin.com/company/penn-davis-mcfarland-inc-/ |
https://www.pdavis.org/ |
Penn Davis McFarland is an independent SEC-registered investment advisor based in Dallas, TX. It provides asset management and family office services for its clients. |
|
| Penn Davis McFarland, Inc. |
John |
Davis |
Principal |
(214) 871-2772 |
WM |
johnd@pdavis.org |
kennih@pdavis.org |
2626 Cole Ave., Suite 504, LB 24 |
Dallas |
TX |
75204 |
United States of America |
North America |
|
|
1.977 |
$515M |
|
https://www.linkedin.com/company/penn-davis-mcfarland-inc-/ |
https://www.pdavis.org/ |
Penn Davis McFarland is an independent SEC-registered investment advisor based in Dallas, TX. It provides asset management and family office services for its clients. |
|
| Penn Davis McFarland, Inc. |
John |
McFarland |
Principal |
(214) 871-2772 |
WM |
johnsm@pdavis.org |
kennih@pdavis.org |
2626 Cole Ave., Suite 504, LB 24 |
Dallas |
TX |
75204 |
United States of America |
North America |
|
|
1.977 |
$515M |
|
https://www.linkedin.com/company/penn-davis-mcfarland-inc-/ |
https://www.pdavis.org/ |
Penn Davis McFarland is an independent SEC-registered investment advisor based in Dallas, TX. It provides asset management and family office services for its clients. |
|
| Penn Davis McFarland, Inc. |
Jeffrey |
Helfrich |
Co-Owner & Portfolio Manager |
(214) 871-2772 |
WM |
jeffh@pdavis.org |
kennih@pdavis.org |
2626 Cole Ave., Suite 504, LB 24 |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/jeffhelfrich/ |
|
1.977 |
$515M |
|
https://www.linkedin.com/company/penn-davis-mcfarland-inc-/ |
https://www.pdavis.org/ |
Penn Davis McFarland is an independent SEC-registered investment advisor based in Dallas, TX. It provides asset management and family office services for its clients. |
|
| Penn Davis McFarland, Inc. |
Charles |
Norton |
Portfolio Manager |
(214) 871-2772 |
WM |
charlesn@pdavis.org |
kennih@pdavis.org |
2626 Cole Ave., Suite 504, LB 24 |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/charlesnorton/ |
|
1.977 |
$515M |
|
https://www.linkedin.com/company/penn-davis-mcfarland-inc-/ |
https://www.pdavis.org/ |
Penn Davis McFarland is an independent SEC-registered investment advisor based in Dallas, TX. It provides asset management and family office services for its clients. |
|
| Penn Wealth Planning, LLC |
Frank |
Policare |
Co-Founder |
(215) 862-7080 |
WM |
frank.policare@lpl.com |
PennWealthplanning@lpl.com |
6444 Lower York Road (US 202) |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/frankpolicare/ |
|
2.003 |
|
|
https://www.linkedin.com/company/penn-wealth-planning/ |
https://www.pennwealthplanning.com/ |
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances. |
|
| Penn Wealth Planning, LLC |
Lisa (Bodine) |
Policare |
Co-Founder |
(215) 862-7080 |
WM |
lisa.bodine@lpl.com |
PennWealthplanning@lpl.com |
6444 Lower York Road (US 202) |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/lisabodine/ |
|
2.003 |
|
|
https://www.linkedin.com/company/penn-wealth-planning/ |
https://www.pennwealthplanning.com/ |
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances. |
|
| Penn Wealth Planning, LLC |
Patrick |
Trauger |
Partner & Financial Planner |
(215) 862-7080 |
WM |
patrick.trauger@lpl.com |
PennWealthplanning@lpl.com |
6444 Lower York Road (US 202) |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/pattrauger/ |
|
2.003 |
|
|
https://www.linkedin.com/company/penn-wealth-planning/ |
https://www.pennwealthplanning.com/ |
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances. |
|
| Penn Wealth Planning, LLC |
Joseph |
D'Amore |
Managing Director of Operations & Life & Long Term Care Coordinator |
(215) 862-7080 |
WM |
joseph.damore@lpl.com |
PennWealthplanning@lpl.com |
6444 Lower York Road (US 202) |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-d-amore-bb0881118/ |
|
2.003 |
|
|
https://www.linkedin.com/company/penn-wealth-planning/ |
https://www.pennwealthplanning.com/ |
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances. |
|
| Penn Wealth Planning, LLC |
Gerald |
Barlow |
Financial Advisor |
(215) 862-7080 |
WM |
gerald.barlow@lpl.com |
PennWealthplanning@lpl.com |
6444 Lower York Road (US 202) |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/gerald-barlow-cpa-54718884/ |
|
2.003 |
|
|
https://www.linkedin.com/company/penn-wealth-planning/ |
https://www.pennwealthplanning.com/ |
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances. |
|
| Penn Wealth Planning, LLC |
Chris |
Kelly |
Financial Advisor |
(215) 862-7080 |
WM |
christopher.j.kelly@lpl.com |
PennWealthplanning@lpl.com |
6444 Lower York Road (US 202) |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-kelly-cfp®-cpa-a4049444/ |
|
2.003 |
|
|
https://www.linkedin.com/company/penn-wealth-planning/ |
https://www.pennwealthplanning.com/ |
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances. |
|
| Pennsylvania Capital Management Inc. |
Stephen |
Palmer |
Senior Investment Management Consultant |
(800) 788-4400 |
WM |
steve@pcmadvisors.com |
hello@pcmadvisors.com |
1841 Huntingdon Pike |
Huntingdon Valley |
PA |
19006 |
United States of America |
North America |
|
|
1.995 |
$325M |
|
https://www.linkedin.com/company/pcmadvisors/ |
https://pcmadvisors.com/ |
At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.
As a truly independent advisory firm, we place our client's best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We are passionate about you, your family and your goals. |
|
| Pennsylvania Capital Management Inc. |
Donna |
Zanetti |
Manager of Client Services |
(800) 788-4400 |
WM |
donna@pcmadvisors.com |
hello@pcmadvisors.com |
1841 Huntingdon Pike |
Huntingdon Valley |
PA |
19006 |
United States of America |
North America |
https://www.linkedin.com/in/donna-zanetti-a3376614/ |
|
1.995 |
$325M |
|
https://www.linkedin.com/company/pcmadvisors/ |
https://pcmadvisors.com/ |
At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.
As a truly independent advisory firm, we place our client's best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We are passionate about you, your family and your goals. |
|
| Pennsylvania Wealth Management |
Jason |
Bergey |
Owner and Managing Director |
(717) 303-1999 |
WM |
JASON@PAWEALTHMANAGEMENT.COM |
JASON@PAWEALTHMANAGEMENT.COM |
2142 Market Street, Suite A102 |
Camp Hill |
PA |
17011 |
United States of America |
North America |
https://www.linkedin.com/in/jason-bergey-81697095/ |
|
2.001 |
|
|
|
https://pawealthmanagement.com/ |
At Pennsylvania Wealth Management, our mission is to educate our clients on financial strategies for retirement, help protect their accumulated assets, generate the income, and implement strategies to help reduce or eliminate unnecessary taxes. |
|
| Perennial Financial Services |
John |
Petrick |
Senior Managing Director |
(424) 442-2581 |
WM |
john@perennialfs.com |
info@perennialfs.com |
11620 Wilshire Boulevard, Suite 400 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/perennial/ |
|
2.004 |
|
|
https://www.linkedin.com/company/perennialfs/ |
https://www.perennialfinancialservices.com/ |
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
> Wealth and Risk Management: We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client's strategy is designed around their age, financial goals, risk tolerance, and investment time horizon.
> Retirement Planning: We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. |
|
| Perennial Financial Services |
Christopher |
Nowakowski |
Chief Compliance Officer & Senior Managing Director |
(424) 442-2580 |
WM |
chris@perennialfs.com |
info@perennialfs.com |
11620 Wilshire Boulevard, Suite 400 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/chris-nowakowski/ |
|
2.004 |
|
|
https://www.linkedin.com/company/perennialfs/ |
https://www.perennialfinancialservices.com/ |
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
> Wealth and Risk Management: We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client's strategy is designed around their age, financial goals, risk tolerance, and investment time horizon.
> Retirement Planning: We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. |
|
| Perennial Financial Services |
Dane |
Streeter |
Managing Director |
(424) 442-2585, Direct: (310) 445-3185, Main: (310) 445-2504 |
WM |
dane@perennialfs.com |
info@perennialfs.com |
11620 Wilshire Boulevard Suite 400 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/dane-streeter-79a081145/ |
|
2.004 |
|
|
https://www.linkedin.com/company/perennialfs/ |
https://www.perennialfinancialservices.com/ |
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
> Wealth and Risk Management: We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client's strategy is designed around their age, financial goals, risk tolerance, and investment time horizon.
> Retirement Planning: We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. |
|
| Perennial Financial Services |
Brad |
Harris |
Managing Director |
(424) 442-2589 |
WM |
brad@perennialfs.com |
info@perennialfs.com |
11620 Wilshire Boulevard Suite 400 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/bradbharris/ |
|
2.004 |
|
|
https://www.linkedin.com/company/perennialfs/ |
https://www.perennialfinancialservices.com/ |
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
> Wealth and Risk Management: We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client's strategy is designed around their age, financial goals, risk tolerance, and investment time horizon.
> Retirement Planning: We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. |
|
| Perennial Financial Services |
Maarten |
Rietveld |
Vice President, LPL Registered Principal |
(310) 490-0624 |
WM |
maarten@perennialfs.com |
info@perennialfs.com |
11620 Wilshire Boulevard Suite 400 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/maarten-rietveld-cfp®-aif™-cdfa™-1b24a144/ |
|
2.004 |
|
|
https://www.linkedin.com/company/perennialfs/ |
https://www.perennialfinancialservices.com/ |
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
> Wealth and Risk Management: We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client's strategy is designed around their age, financial goals, risk tolerance, and investment time horizon.
> Retirement Planning: We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. |
|
| Perez Wealth Management |
Graciela |
Perez |
Senior Partner |
(786) 693-7870 |
WM |
graciela@perezwm.com |
|
801 Brickell Avenue, Suite 2500 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/graciela-m-perez-cima®-b2a80871/ |
|
2.015 |
|
|
|
http://perezwm.com/ |
Perez Wealth Management provides multi-generational wealth management with unsurpassed client service.
Perez Wealth Management is an independently owned multi-generational wealth management team with the experience and knowledge to understand and deliver solutions to the financial needs of the select group of families that we work with. We strive to be known by our clients as a family team that offers exceptional wealth management and unsurpassed client service. Our cultural and professional ties with communities in the US, Europe, South and Central America help us understand the idiosyncrasies, personalities and needs of our clients. |
|
| Perez Wealth Management |
Jorge |
Perez |
Senior Partner of Investments |
(786) 693-7870 |
WM |
jorge@perezwm.com |
|
801 Brickell Avenue, Suite 2500 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/jorge-a-perez-4070451/ |
|
2.015 |
|
|
|
http://perezwm.com/ |
Perez Wealth Management provides multi-generational wealth management with unsurpassed client service.
Perez Wealth Management is an independently owned multi-generational wealth management team with the experience and knowledge to understand and deliver solutions to the financial needs of the select group of families that we work with. We strive to be known by our clients as a family team that offers exceptional wealth management and unsurpassed client service. Our cultural and professional ties with communities in the US, Europe, South and Central America help us understand the idiosyncrasies, personalities and needs of our clients. |
|
| Perez Wealth Management |
Cathy |
Kasathsko |
Administrative Manager |
(786) 693-7870 |
WM |
cathy@perezwm.com |
|
801 Brickell Avenue, Suite 2500 |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
2.015 |
|
|
|
http://perezwm.com/ |
Perez Wealth Management provides multi-generational wealth management with unsurpassed client service.
Perez Wealth Management is an independently owned multi-generational wealth management team with the experience and knowledge to understand and deliver solutions to the financial needs of the select group of families that we work with. We strive to be known by our clients as a family team that offers exceptional wealth management and unsurpassed client service. Our cultural and professional ties with communities in the US, Europe, South and Central America help us understand the idiosyncrasies, personalities and needs of our clients. |
|
| Perigon Wealth Management |
Arthur |
Ambarik |
Partner / Wealth Advisor |
(415) 430-4165 |
WM |
arthur@perigonwealth.com |
|
201 Mission Street, Suite 1825 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/arthur-ambarik-cfp®-75359457/ |
|
2.004 |
$882.5M |
|
https://www.linkedin.com/company/perigonwealth/ |
https://www.perigonwealth.com/ |
Perigon Wealth Management is a service based wealth management firm that specializes in holistic wealth solutions. As a fee based firm, our model is client centric and we provide objective, fiduciary advice for people navigating their way to financial freedom. |
|
| Perigon Wealth Management |
Phil |
Hart |
Partner / Wealth Advisor |
(415) 430-4141 |
WM |
phil@perigonwealth.com |
|
201 Mission Street, Suite 1825 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/philip-hart-8a01a72/ |
|
2.004 |
$882.5M |
|
https://www.linkedin.com/company/perigonwealth/ |
https://www.perigonwealth.com/ |
Perigon Wealth Management is a service based wealth management firm that specializes in holistic wealth solutions. As a fee based firm, our model is client centric and we provide objective, fiduciary advice for people navigating their way to financial freedom. |
|
| Perigon Wealth Management |
Dan |
Newhall |
CCO & Partnerships |
(415) 430-4153 |
WM |
dan@perigonwealth.com |
|
201 Mission Street, Suite 1825 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/dannewhall/ |
|
2.004 |
$882.5M |
|
https://www.linkedin.com/company/perigonwealth/ |
https://www.perigonwealth.com/ |
Perigon Wealth Management is a service based wealth management firm that specializes in holistic wealth solutions. As a fee based firm, our model is client centric and we provide objective, fiduciary advice for people navigating their way to financial freedom. |
|
| Perino Wealth Management of Raymond James |
Michael |
Perino |
Financial Advisor |
(239) 415-8000 |
WM |
Mike.Perino@raymondjames.com |
|
8000 Summerlin Lakes Dr., Suite 100 |
Fort Myers |
FL |
33907-1808 |
United States of America |
North America |
https://www.linkedin.com/in/michaelperino/ |
|
|
|
|
|
https://www.raymondjames.com/perinowealthmanagement/ |
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. |
|
| Perino Wealth Management of Raymond James |
Lynda |
DeMarco |
Service Associate |
(239) 415-8000 |
WM |
Lynda.Demarco@RaymondJames.com |
|
8000 Summerlin Lakes Dr., Suite 100 |
Fort Myers |
FL |
33907-1808 |
United States of America |
North America |
|
|
|
|
|
|
https://www.raymondjames.com/perinowealthmanagement/ |
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. |
|
| Perkins Wealth Advisors |
Randall |
Perkins |
Private Wealth Advisor |
(516) 861-3521 |
WM |
randall.c.perkins@ampf.com |
|
90 Merrick Ave., Suite 105 |
East Meadow |
NY |
11554 |
United States of America |
North America |
https://www.linkedin.com/in/randallcperkins/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/perkins-wealth-advisors/ |
Perkins Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Perkins Wealth Management |
Kelly |
Perkins |
Managing Director |
Direct: (214) 730-5444, Mobile: (214) 274-7433 |
WM |
kelly.perkins@lpl.com |
|
100 Crescent Court, Suite 445 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-perkins-44b208/ |
|
2.012 |
|
|
|
https://perkinswealthmgmt.com/ |
Perkins Wealth Management is the culmination of 27 years in the full-service brokerage industry. The firm specializes in wealth management and was established to meet the unique investment objectives of each of our clients with the highest standards of service. Returning to an environment that places client relationships and service above all else. |
|
| Perryman Financial |
Bill |
Perryman |
Owner |
(972) 770-4800 |
WM |
bperryman@billperryman.com |
|
12221 Merit Drive Suite 1660 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/bill-perryman-85b2a56/ |
|
|
$331 million |
|
https://www.linkedin.com/company/perryman-financial-advisory-inc-/ |
http://billperryman.com/ |
Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth. |
|
| Perryman Financial |
Jimmy |
Perryman |
Shareholder and Certified Financial Planner |
(972) 770-4800 |
WM |
jperryman@billperryman.com |
|
12221 Merit Drive Suite 1660 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/jimmyperryman/ |
|
|
$331 million |
|
https://www.linkedin.com/company/perryman-financial-advisory-inc-/ |
http://billperryman.com/ |
Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth. |
|
| Perryman Financial |
Deb |
Outlaw |
Financial Advisor |
(972) 770-4800 |
WM |
doutlaw@billperryman.com |
|
12221 Merit Drive Suite 1660 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/deboutlawcpacfp/ |
|
|
$331 million |
|
https://www.linkedin.com/company/perryman-financial-advisory-inc-/ |
http://billperryman.com/ |
Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth. |
|
| Personal Capital |
Jay |
Shah |
CEO |
(855) 855-8005 |
WM |
jay@personalcapital.com |
affiliate@personalcapital.com |
3 Lagoon Drive, Suite 200 |
Redwood City |
CA |
94065 |
United States of America |
North America |
https://www.linkedin.com/in/jayshah123/ |
|
2.009 |
|
|
https://www.linkedin.com/company/personalcapital/ |
https://www.personalcapital.com/ |
Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. |
|
| Personal Capital |
Allison |
Amadia |
General Counsel and CCO |
(855) 855-8005 |
WM |
allison@personalcapital.com |
affiliate@personalcapital.com |
3 Lagoon Drive, Suite 200 |
Redwood City |
CA |
94065 |
United States of America |
North America |
https://www.linkedin.com/in/allisonamadia/ |
|
2.009 |
|
|
https://www.linkedin.com/company/personalcapital/ |
https://www.personalcapital.com/ |
Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. |
|
| Personal Capital |
Mike |
Armsby |
CFO |
(855) 855-8005 |
WM |
mike.armsby@personalcapital.com |
affiliate@personalcapital.com |
3 Lagoon Drive, Suite 200 |
Redwood City |
CA |
94065 |
United States of America |
North America |
https://www.linkedin.com/in/michael-armsby-8759a37/ |
|
2.009 |
|
|
https://www.linkedin.com/company/personalcapital/ |
https://www.personalcapital.com/ |
Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. |
|
| Personal Capital |
Craig |
Birk |
Chief Investment Officer |
(855) 855-8005 |
WM |
craig@personalcapital.com |
affiliate@personalcapital.com |
3 Lagoon Drive, Suite 200 |
Redwood City |
CA |
94065 |
United States of America |
North America |
https://www.linkedin.com/in/craig-birk-cfp®-26148124/ |
|
2.009 |
|
|
https://www.linkedin.com/company/personalcapital/ |
https://www.personalcapital.com/ |
Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. |
|
| Personal Capital |
Porter |
Gale |
Chief Marketing Officer |
(855) 855-8005 |
WM |
porter.gale@personalcapital.com |
affiliate@personalcapital.com |
3 Lagoon Drive, Suite 200 |
Redwood City |
CA |
94065 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/personalcapital/ |
https://www.personalcapital.com/ |
Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. |
|
| Perspecta Trust LLC |
John |
Crowley |
Chief Financial Officer |
(603) 929-2619 |
WM |
jcrowley@bayberryfinancial.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/john-crowley-b1b93b4/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspecta Trust LLC |
Glenn |
Perlow |
Chief Compliance Officer & Vice President, Government Affairs |
(603) 929-2672 |
WM |
gperlow@perspectatrust.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/glenn-perlow-a1945b63/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspecta Trust LLC |
Stephen |
Tall |
Chief Fiduciary Officer & Chief Operating Officer |
(603) 929-2246 |
WM |
stall@perspectatrust.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/stephentall/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspecta Trust LLC |
Robert |
Walker Jr |
Vice President, Portfolio Manager & Senior Investment Analyst |
(603) 929-2366 |
WM |
rwalker@perspectatrust.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/rob-walker-cfa/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspecta Trust LLC |
Elizabeth |
Collins |
Vice President & Senior Trust Officer |
(603) 929-2670 |
WM |
ecollins@perspectatrust.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/eccollins1/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspecta Trust LLC |
Kara |
Dougherty |
Investment Counsel |
(603) 929-2223 |
WM |
kdougherty@perspectatrust.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/kara-dougherty-5439733b/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspecta Trust LLC |
Kaley |
Ferrick |
Operations Associate |
(603) 929-2215 |
WM |
kferrick@perspectatrust.com |
info@perspectatrust.com |
One Liberty Lane East |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/kaley-ferrick-619781b8/ |
|
2.007 |
$1B |
|
https://www.linkedin.com/company/perspecta-trust/ |
https://perspectatrust.com/ |
Since 2007, Perspecta Trust has delivered personalized investment, trust, and wealth advisory services to ultra-high net worth individuals and families around the world. Our firm empowers clients to preserve, manage, and enhance their wealth. |
|
| Perspective Financial Services, LLC |
Mike |
McCann |
President / Founder, Financial Planner |
(602) 281-4357 |
WM |
Mike@MoneyAZ.com |
info@moneyaz.com |
1440 E. Missouri Ave., Suite 250 |
Phoenix |
AZ |
85014 |
United States of America |
North America |
https://www.linkedin.com/in/mike-mccann-30ba457/ |
|
|
|
|
|
https://moneyaz.com/ |
Perspective Financial Services is an independent, fee-only Registered Investment Advisory firm established in 2003. We provide our clients with broad-based fi. Just as a caring, qualified physician can help you manage your health, recommend preventive care and advise in times of illness, a caring, qualified financial planner can help you manage your finances, provide direction in identifying your goals and help you maintain a balanced portfolio in uncertain economic times. |
|
| Perspective Financial Services, LLC |
Shannon |
Curkendoll |
Operations Manager / Portfolio Adminitrator |
(602) 281-4357 |
WM |
Shannon@MoneyAZ.com |
info@moneyaz.com |
1440 E. Missouri Ave., Suite 250 |
Phoenix |
AZ |
85014 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-curkendoll-5a24616/ |
|
|
|
|
|
https://moneyaz.com/ |
Perspective Financial Services is an independent, fee-only Registered Investment Advisory firm established in 2003. We provide our clients with broad-based fi. Just as a caring, qualified physician can help you manage your health, recommend preventive care and advise in times of illness, a caring, qualified financial planner can help you manage your finances, provide direction in identifying your goals and help you maintain a balanced portfolio in uncertain economic times. |
|
| Pfs Wealth Management Group |
Vincent |
Virga |
President |
(888) 331-2821 |
WM |
vincent@pfswealthgroup.com |
info@pfswealthgroup.com |
25 W 8th St |
Bayonne |
NJ |
07002 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/pfs-wealth-management-group/ |
https://www.pfswealthgroup.com/ |
Established in 2006, PFS Wealth Management Group is an independent, privately-owned, wealth management firm focused on helping its clients manage and build financial assets in a challenging global marketplace. We assist individuals, families and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies. |
|
| Pfs Wealth Management Group |
Michael |
Katz |
Lead Financial Advisor |
(888) 331-2821 |
WM |
michael@pfswealthgroup.com |
info@pfswealthgroup.com |
25 W 8th St |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/michaelcicchine/ |
|
2.006 |
|
|
https://www.linkedin.com/company/pfs-wealth-management-group/ |
https://www.pfswealthgroup.com/ |
Established in 2006, PFS Wealth Management Group is an independent, privately-owned, wealth management firm focused on helping its clients manage and build financial assets in a challenging global marketplace. We assist individuals, families and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies. |
|
| Pfs Wealth Management Group |
Camille |
D'Elia |
Operations Manager |
(888) 331-2821 |
WM |
camille@pfswealthgroup.com |
info@pfswealthgroup.com |
25 W 8th St |
Bayonne |
NJ |
07002 |
United States of America |
North America |
https://www.linkedin.com/in/camille-d-elia-virga-544b5298/ |
|
2.006 |
|
|
https://www.linkedin.com/company/pfs-wealth-management-group/ |
https://www.pfswealthgroup.com/ |
Established in 2006, PFS Wealth Management Group is an independent, privately-owned, wealth management firm focused on helping its clients manage and build financial assets in a challenging global marketplace. We assist individuals, families and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies. |
|
| Pharos Wealth Management |
Scott |
Stanley |
Founder |
(415) 729-9230 |
WM |
scott@pharoswealth.com |
|
352 Ignacio Blvd. |
Novato |
CA |
94949 |
United States of America |
North America |
https://www.linkedin.com/in/pharoswealth/ |
|
2.016 |
|
|
https://www.linkedin.com/company/pharoswealth/ |
http://www.pharoswealth.com |
Pharos Wealth Management is a firm founded on principals that are of pure intentions and solely focused on helping you reach your financial goals. The term “Pharos” was derived in ancient times and is used to describe a guiding light. We are the beam of light that cuts through the darkness and guides you to financial success and independence. |
|
| Philip V. Swan Associates LLC |
Peter |
Boyle |
Principal, President, Chief Investment Officer |
(626) 792-2228 |
WM |
pboyle@cliffordswan.com |
info@cliffordswan.com |
177 East Colorado Boulevard, Suite 550 |
Pasadena |
CA |
91105 |
United States of America |
North America |
https://www.linkedin.com/in/peter-boyle-1a6b363/ |
|
1.915 |
|
|
https://www.linkedin.com/company/clifford-swan-investment-counsel/ |
www.philipswan.com |
Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. |
|
| Physicians Wealth Advisor |
John |
Sklencar |
President and Founder |
(610) 940-1733 |
WM |
johns@PhysiciansWealthAdvisor.com |
info@PhysiciansWealthAdvisor.com |
600 West Germantown Pike, Suite 400 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/johnsklencar/ |
|
2.010 |
|
|
https://www.linkedin.com/company/physicians-private-client-group/?trk=nav_account_sub_nav_company_admin |
https://www.physicianswealthadvisor.com/ |
Physicians Private Client Group (PPCG) is an Award-Winning Wealth Management Firm located in Southeastern Pennsylvania and is dedicated to helping Physicians, Dentists, Medical Practices, Hospitals, Professionals and Accredited Investors implement successful retirement, investment, insurance, and financial planning strategies. We specialize in providing highly-customized, tax-efficient 401(k), Cash Balance, and New Comparability retirement plans and employee financial education. We have been assisting our clients through all phases of Wealth Accumulation, Distribution, Protection, Preservation, and Transition throughout major market cycles. |
|
| PI Financial Corp. |
Jeremiah |
Katz |
Director, Senior VP, MD, Capital Markets |
(604) 664-2816 |
WM |
jkatz@pifinancialcorp.com |
|
1900 - 666 Burrard Street |
Vancouver |
BC |
V6C 3N1 |
Canada |
North America |
https://www.linkedin.com/in/jeremiah-katz-787457a/ |
|
1.982 |
|
|
https://www.linkedin.com/company/pi-financial-corp./ |
https://www.pifinancialcorp.com/ |
PI Financial Corp. (PI) is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors.
Founded in 1982, PI has become one of Canada’s largest independent dealers with over 300 employees from Toronto west to our headquarters in Vancouver, BC. |
|
| PI Financial Corp. |
Andrew |
Murray |
Director, Senior Vice President, Chief Financial Officer |
(604) 664-3665 |
WM |
amurray@pifinancialcorp.com |
|
1900 - 666 Burrard Street |
Vancouver |
BC |
V6C 3N1 |
Canada |
North America |
https://www.linkedin.com/in/andrew-murray-4b08956a/ |
|
1.982 |
|
|
https://www.linkedin.com/company/pi-financial-corp./ |
https://www.pifinancialcorp.com/ |
PI Financial Corp. (PI) is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors.
Founded in 1982, PI has become one of Canada’s largest independent dealers with over 300 employees from Toronto west to our headquarters in Vancouver, BC. |
|
| Pickler Wealth Advisors |
David |
Pickler |
President, CEO |
(901) 316-0160 |
WM |
dpickler@picklerwealthadvisors.com |
emorris@picklerwealthadvisors.com |
1135 Halle Park Circle |
Collierville |
TN |
38017 |
United States of America |
North America |
https://www.linkedin.com/in/davidpicklerpwa/ |
|
2.005 |
|
|
https://www.linkedin.com/company/pickler-wealth-advisors/ |
https://www.picklerwealthadvisors.com |
Pickler Wealth Advisors is an award-winning independent firm dedicated to empowering your dreams. We bring the resources of Wall Street to Main Street, creating a plan for you that is personal, relevant, and achievable.
We pride ourselves on advisory excellence, assembling the appropriate tools to provide you with the best advice and counsel. We understand the complexities associated with managing finances and are here to guide you every step of the way. Because of our unique partnership with The Pickler Law Firm and Pickler Accounting Advisors, we deliver solutions and bring actionable steps to make your plan work. |
|
| Picton Mahoney Asset Management |
Dean |
Shepard |
Partner & Managing Director |
(416) 955-4108 |
WM |
dshepard@pictonmahoney.com |
service@pictonmahoney.com |
33 Yonge Street Ste 830 |
Toronto |
ON |
M5E 1G4 |
Canada |
North America |
https://www.linkedin.com/in/dean-shepard-07a09015/ |
|
2.004 |
$6.3 billion |
|
https://www.linkedin.com/company/picton-mahoney-asset-management/ |
https://www.pictonmahoney.com/ |
Picton Mahoney Asset Management was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are 100% employee owned and now manage approximately $7.5 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. We believe there is a growing need for new solutions to help investors build stronger portfolios to deal with the turbulent forces buffeting capital markets around the world. |
|
| Picton Mahoney Asset Management |
Taras |
Klymenko |
Partner & Managing Director, Institutional Business |
(416) 955-4108 |
WM |
tklymenko@pictonmahoney.com |
service@pictonmahoney.com |
33 Yonge Street Ste 830 |
Toronto |
ON |
M5E 1G4 |
Canada |
North America |
|
|
2.004 |
$6.3 billion |
|
https://www.linkedin.com/company/picton-mahoney-asset-management/ |
https://www.pictonmahoney.com/ |
Picton Mahoney Asset Management was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are 100% employee owned and now manage approximately $7.5 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. We believe there is a growing need for new solutions to help investors build stronger portfolios to deal with the turbulent forces buffeting capital markets around the world. |
|
| Picton Mahoney Asset Management |
Aaron |
Ferrera |
Partner & VP, Retail Sales |
(416) 955-4108 |
WM |
aferrera@pictonmahoney.com |
service@pictonmahoney.com |
33 Yonge Street Ste 830 |
Toronto |
ON |
M5E 1G4 |
Canada |
North America |
https://www.linkedin.com/in/aaron-ferrera-51852516/ |
|
2.004 |
$6.3 billion |
|
https://www.linkedin.com/company/picton-mahoney-asset-management/ |
https://www.pictonmahoney.com/ |
Picton Mahoney Asset Management was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are 100% employee owned and now manage approximately $7.5 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. We believe there is a growing need for new solutions to help investors build stronger portfolios to deal with the turbulent forces buffeting capital markets around the world. |
|
| Picton Mahoney Asset Management |
Scott |
Hickerson |
Partner & VP, Retail Sales |
(416) 955-4108 |
WM |
shickerson@pictonmahoney.com |
service@pictonmahoney.com |
33 Yonge Street Ste 830 |
Toronto |
ON |
M5E 1G4 |
Canada |
North America |
https://www.linkedin.com/in/scott-hickerson-99319b8/ |
|
2.004 |
$6.3 billion |
|
https://www.linkedin.com/company/picton-mahoney-asset-management/ |
https://www.pictonmahoney.com/ |
Picton Mahoney Asset Management was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are 100% employee owned and now manage approximately $7.5 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. We believe there is a growing need for new solutions to help investors build stronger portfolios to deal with the turbulent forces buffeting capital markets around the world. |
|
| Piermont Wealth Management |
Philip |
Capell |
CEO |
(888) 496-1665 |
WM |
pcapell@piermontwealth.com |
|
100 Park Avenue, Suite 1600 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/philcapell/ |
|
2.000 |
$120M |
|
https://www.linkedin.com/company/piermont-wealth-management/ |
https://www.piermontwealth.com/ |
Since 2000, Piermont Wealth Management has been assisting individuals and families in Nassau County, Suffolk County, New York City, Boca Raton, Boynton Beach, Delray Beach, and throughout the country with their retirement planning, investment management, or financial planning needs. Our team of financial professionals has a total of more than 25 years of experience in handling financial planning matters for individuals who are soon to be retired, have already retired, or are simply being proactive about their retirement.
As an independent, SEC-registered financial advisory firm, we pride ourselves on offering all our clients objective and conflict-free advice. This is made possible by adhering to a fee-only philosophy. Unlike some other financial planning companies, we do not operate based on commissions.\ |
|
| Pilgrim Partners Asia |
Albert |
Ee |
CEO and Principal |
65 6240 0323 |
WM |
albert@pilgrimpartnersasia.com |
hello@pilgrimpartnersasia.com |
137 Telok Ayer Street #04-07 |
Singapore |
|
068602 |
Singapore |
Asia |
https://www.linkedin.com/in/albert-ee-a4465b6/ |
|
2.009 |
|
|
https://www.linkedin.com/company/pilgrim-partners-asia |
https://www.sundarammutual.sg/ |
Sundaram Asset Management Singapore Pte Ltd (SAMS) is an investment management company regulated by the Monetary Authority of Singapore. The Sundaram Asset Management Group has more than 20 years of experience and SAMS manages assets for both global institutions and accredited investors. |
|
| Pilgrim Partners Asia |
Nicholas |
Chan |
Operations Director |
65 6240 0323 |
WM |
nicholas@pilgrimpartnersasia.com |
hello@pilgrimpartnersasia.com |
137 Telok Ayer Street #04-07 |
Singapore |
|
068602 |
Singapore |
Asia |
|
|
|
|
|
|
https://www.sundarammutual.sg/ |
Sundaram Asset Management Singapore Pte Ltd (SAMS) is an investment management company regulated by the Monetary Authority of Singapore. The Sundaram Asset Management Group has more than 20 years of experience and SAMS manages assets for both global institutions and accredited investors. |
|
| Pillar Financial Advisors |
Ben |
Allison |
Advisor |
(502) 384-3890 |
WM |
ben@pillar.net |
|
3046 Breckenridge Lane, Suite 104 |
Louisville |
KY |
40220 |
United States of America |
North America |
https://www.linkedin.com/in/ben-allison-00119272/ |
|
1.997 |
|
|
https://www.linkedin.com/company/pillar-financial-advisors-llc/ |
https://pillar.net/ |
Several Pillars serve to preserve effectively and grow your wealth, minimize your tax burden, and take care of your loved ones. Each Pillar supports the core goal of purposeful, pro-active wealth management. We believe that a holistic approach, where each Pillar is well-coordinated and working in harmony with one another, is the surest path to true financial freedom. |
|
| Pillar Financial Advisors |
Greg |
Curry |
Owner |
(502) 384-3890 |
WM |
greg@pillar.net |
|
3046 Breckenridge Lane, Suite 104 |
Louisville |
KY |
40220 |
United States of America |
North America |
https://www.linkedin.com/in/greg-curry-8b22b28/ |
|
1.997 |
|
|
https://www.linkedin.com/company/pillar-financial-advisors-llc/ |
https://pillar.net/ |
Several Pillars serve to preserve effectively and grow your wealth, minimize your tax burden, and take care of your loved ones. Each Pillar supports the core goal of purposeful, pro-active wealth management. We believe that a holistic approach, where each Pillar is well-coordinated and working in harmony with one another, is the surest path to true financial freedom. |
|
| Pillar Pacific Capital Management, LLC |
Arthur |
French |
Chief Investment Officer |
(650) 758-0132 |
WM |
afrench@pillarpacific.com |
mying@pillarpacific.com |
210 Eureka Square |
Pacifica |
CA |
94044 |
United States of America |
North America |
https://www.linkedin.com/in/arthur-french-26302a164/ |
|
|
$890M |
|
|
http://www.pillarpacific.com/ |
Pillar Pacific Capital Management, LLC is a registered investment advisor providing investment management services to institutions and broad wealth management services to individuals/families, onshore/offshore companies, and trusts. We pride ourselves on both our investment track record and our high standard for client service. |
|
| Pillar Pacific Capital Management, LLC |
Sonny |
Lin |
Senior Portfolio Manager |
(650) 758-0132 |
WM |
slin@pillarpacific.com |
mying@pillarpacific.com |
210 Eureka Square |
San Marino |
CA |
94044 |
United States of America |
North America |
https://www.linkedin.com/in/sonny-lin-a320751a/ |
|
|
$890M |
|
|
http://www.pillarpacific.com/ |
Pillar Pacific Capital Management, LLC is a registered investment advisor providing investment management services to institutions and broad wealth management services to individuals/families, onshore/offshore companies, and trusts. We pride ourselves on both our investment track record and our high standard for client service. |
|
| Pillar Wealth |
Richard |
Jarchow |
CoFounder |
(954) 524-3000 |
WM |
rjarchow@cambridgeresource.com |
tfcfg@cambridgeresource.com |
888 S.E. Third Avenue Suite 401 |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/rickjarchow/ |
|
|
|
|
https://www.linkedin.com/showcase/wealth-management-corporate-benefits/ |
https://eisneramperwmcb.com/ |
EisnerAmper Wealth Management provides individual and corporate clients with a full range of financial planning solutions customized to meet their individual needs. Every client is unique but our approach always focuses on identifying financial challenges and designing appropriate solutions to address those specific needs. Our Wealth Management & Corporate Benefits professionals do this through our Advocacy Process, an integrated framework that assess your overall financial picture and addresses areas of concern. Key areas of financial planning include investment management, estate planning, risk management, tax minimization, business exit strategies, corporate benefits and retirement planning. |
|
| Pillar Wealth |
Bradley |
Biddle |
CoFounder |
(954) 524-3000 |
WM |
brad.biddle@cambridgeresource.com |
tfcfg@cambridgeresource.com |
888 S.E. Third Avenue Suite 401 |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/biddlebrad/ |
|
|
|
|
|
https://www.pillar-wealth.com/ |
At Pillar Wealth, we are dedicated to providing comprehensive financial and estate planning services to our clients. We are located in downtown Fort Lauderdale, Florida and have been helping individuals, families, and small businesses since 1996. Our team of independent financial advisors uses a collaborative approach in working with all of our clients. We believe this provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your situation. |
|
| Pillar Wealth |
Christine |
Jarchow Sjoblom |
Financial Advisor |
(954) 524-3000 |
WM |
christine.sjoblom@cambridgeresource.com |
tfcfg@cambridgeresource.com |
888 S.E. Third Avenue Suite 401 |
Fort Lauderdale |
FL |
33316 |
United States of America |
North America |
https://www.linkedin.com/in/christinesjoblom/ |
|
|
|
|
|
https://www.pillar-wealth.com/ |
At Pillar Wealth, we are dedicated to providing comprehensive financial and estate planning services to our clients. We are located in downtown Fort Lauderdale, Florida and have been helping individuals, families, and small businesses since 1996. Our team of independent financial advisors uses a collaborative approach in working with all of our clients. We believe this provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your situation. |
|
| Pillar Wealth Advisors, LLC |
Michael |
Bree |
President |
(302) 409-3501 |
WM |
mbree@pillarwealthadvisors.com |
|
2711 Centerville Road, Suite 110 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/michael-bree-a179b545/ |
|
2.011 |
|
|
|
https://www.pillarwealthadvisors.com/ |
Our experienced, dedicated and passionate team serves the planning and wealth management needs of select families, business-owners and institutions from across the nation. At Pillar Wealth Advisors, we are unique in the integrated approach we take to the planning for and management of our client's wealth. The individuals and families who engage Pillar often have outgrown or become dissatisfied with traditional financial institutions. They turn to our firm for a customized approach to planning and wealth management |
|
| Pillar Wealth Advisors, LLC |
Michael |
Dogum |
Chief Investment Officer |
(302) 409-3503 |
WM |
mdogum@pillarwealthadvisors.com |
|
2711 Centerville Road, Suite 110 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/mikedogum/ |
|
2.011 |
|
|
|
https://www.pillarwealthadvisors.com/ |
Our experienced, dedicated and passionate team serves the planning and wealth management needs of select families, business-owners and institutions from across the nation. At Pillar Wealth Advisors, we are unique in the integrated approach we take to the planning for and management of our client's wealth. The individuals and families who engage Pillar often have outgrown or become dissatisfied with traditional financial institutions. They turn to our firm for a customized approach to planning and wealth management |
|
| Pillar Wealth Advisors, LLC |
Alyssa |
McLaughlin |
Wealth Plan Specialist |
(302) 409-3507 |
WM |
amclaughlin@pillarwealthadvisors.com |
|
2711 Centerville Road, Suite 110 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/alyssafmclaughlin/ |
|
2.011 |
|
alyssamc24@gmail.com |
|
https://www.pillarwealthadvisors.com/ |
Our experienced, dedicated and passionate team serves the planning and wealth management needs of select families, business-owners and institutions from across the nation. At Pillar Wealth Advisors, we are unique in the integrated approach we take to the planning for and management of our client's wealth. The individuals and families who engage Pillar often have outgrown or become dissatisfied with traditional financial institutions. They turn to our firm for a customized approach to planning and wealth management |
|
| Pillar Wealth Advisors, LLC |
Richard |
Clark |
Senior Vice President |
(302) 409-3502 |
WM |
rclark@pillarwealthadvisors.com |
|
2711 Centerville Road, Suite 110 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/richard-clark-15a80/ |
|
2.011 |
|
|
|
https://www.pillarwealthadvisors.com/ |
Our experienced, dedicated and passionate team serves the planning and wealth management needs of select families, business-owners and institutions from across the nation. At Pillar Wealth Advisors, we are unique in the integrated approach we take to the planning for and management of our client's wealth. The individuals and families who engage Pillar often have outgrown or become dissatisfied with traditional financial institutions. They turn to our firm for a customized approach to planning and wealth management |
|
| Pillar Wealth Advisors, LLC |
Michael |
Briglia |
Financial Consultant |
(610) 453-1610 |
WM |
mbriglia@pillarwealthadvisors.com |
|
2711 Centerville Road, Suite 110 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/mbriglia/ |
|
2.011 |
|
|
|
https://www.pillarwealthadvisors.com/ |
Our experienced, dedicated and passionate team serves the planning and wealth management needs of select families, business-owners and institutions from across the nation. At Pillar Wealth Advisors, we are unique in the integrated approach we take to the planning for and management of our client's wealth. The individuals and families who engage Pillar often have outgrown or become dissatisfied with traditional financial institutions. They turn to our firm for a customized approach to planning and wealth management |
|
| Pillar Wealth Advisors, LLC |
Kathleen |
McLaughlin |
Service & Operations Manager |
(302) 409-3505 |
WM |
kmclaughlin@pillarwealthadvisors.com |
|
2711 Centerville Road, Suite 110 |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/kathleen-mclaughlin-709661b7/ |
|
2.011 |
|
|
|
https://www.pillarwealthadvisors.com/ |
Our experienced, dedicated and passionate team serves the planning and wealth management needs of select families, business-owners and institutions from across the nation. At Pillar Wealth Advisors, we are unique in the integrated approach we take to the planning for and management of our client's wealth. The individuals and families who engage Pillar often have outgrown or become dissatisfied with traditional financial institutions. They turn to our firm for a customized approach to planning and wealth management |
|
| Pillar6 Advisors |
Roman |
Polnar |
Founder and Managing Partner |
(877) 745-5276 |
WM |
roman@pillar6.com |
welcome@pillar6.com |
75 Broadway, Suite 202 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/romanpolnar/ |
|
2.010 |
|
|
https://www.linkedin.com/company/pillar6-advisors-llc. |
https://pillar6.com/ |
Pillar6 is a multifaceted lifestyle wealth advisory firm geared to serving successful individuals and families with active lifestyles.
As an independent firm, we bring objective, unbiased and unrestrained ideas for our clients' benefit. |
|
| PIMCO |
Emmanuel |
Roman |
CEO |
(949) 720-6000 |
WM |
emmanuel.roman@pimco.com |
|
650 Newport Center Drive |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/emmanuel-roman-56a88576/ |
|
1.971 |
|
|
https://www.linkedin.com/company/pimco/ |
https://global.pimco.com/ |
PIMCO is one of the world’s premier fixed income investment managers. Since our founding in 1971 in Newport Beach, California, we have grown into a global organization with more than 2,200 professionals united in a single purpose: creating opportunities for our clients in every environment. Our focus on excellence and our short- and long-term track record have led institutions, financial advisors and millions of individual investors to entrust us with their assets. It has also helped us attract the industry’s highest quality talent, forming a team that brings experience, expertise and a tireless work ethic to helping our clients achieve their goals. |
|
| Pine Valley Investments |
Christopher |
Bryan |
Wealth Director |
(856) 334-8260 |
WM |
cbryan@pinevalleyinvestments.com |
info@pinevalleyinvestments.com |
1810 Chapel Ave W - Suite 250 |
Cherry Hill |
NJ |
08002 |
United States of America |
North America |
https://www.linkedin.com/in/cbru7/ |
|
2.014 |
|
|
https://www.linkedin.com/company/pine-valley-investments-llc/ |
https://www.pinevalleyinvestments.com/ |
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management. |
|
| Pine Valley Investments |
Joseph |
Duncan |
Founding Partner |
(856) 334-8260 |
WM |
jduncan@pinevalleyinvestments.com |
info@pinevalleyinvestments.com |
1810 Chapel Ave W - Suite 250 |
Cherry Hill |
NJ |
08002 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-duncan-6491121a/ |
|
2.014 |
|
|
https://www.linkedin.com/company/pine-valley-investments-llc/ |
https://www.pinevalleyinvestments.com/ |
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management. |
|
| Pine Valley Investments |
Michael |
Modica |
Partner |
(856) 334-8260 |
WM |
mmodica@pinevalleyinvestments.com |
info@pinevalleyinvestments.com |
1810 Chapel Ave W - Suite 250 |
Cherry Hill |
NJ |
08002 |
United States of America |
North America |
https://www.linkedin.com/in/modicafa/ |
|
2.014 |
|
|
https://www.linkedin.com/company/pine-valley-investments-llc/ |
https://www.pinevalleyinvestments.com/ |
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management. |
|
| Pine Valley Investments |
Bob |
Moore |
Partner |
(856) 334-8260 |
WM |
bmoore@pinevalleyinvestments.com |
info@pinevalleyinvestments.com |
1810 Chapel Ave W - Suite 250 |
Cherry Hill |
NJ |
08002 |
United States of America |
North America |
https://www.linkedin.com/in/bob-moore-7660a347/ |
|
2.014 |
|
|
https://www.linkedin.com/company/pine-valley-investments-llc/ |
https://www.pinevalleyinvestments.com/ |
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management. |
|
| Pine Valley Investments |
Harry |
Morad |
Managing Partner |
(856) 334-8260 |
WM |
hmorad@pinevalleyinvestments.com |
info@pinevalleyinvestments.com |
1810 Chapel Ave W - Suite 250 |
Cherry Hill |
NJ |
08002 |
United States of America |
North America |
https://www.linkedin.com/in/harry-morad-7911305/ |
|
2.014 |
|
|
https://www.linkedin.com/company/pine-valley-investments-llc/ |
https://www.pinevalleyinvestments.com/ |
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management. |
|
| Pinkerton Retirement Specialists, LLC |
Dan |
Pinkerton |
President & CEO |
(208) 667-8998 |
WM |
prs@pinkertonretirement.com |
|
2000 John Loop |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/dan-pinkerton-534527181/ |
|
1.987 |
$646.1M |
|
https://www.linkedin.com/company/pinkerton-retirement-specialists-llc/ |
https://www.pinkertonretirement.com/ |
At Pinkerton Retirement Specialists our mission is to empower individuals, families, and institutions to achieve their financial and life goals by serving as their most trusted advisor, providing a level of service beyond anything they have ever experienced. Pinkerton Retirement helps our clients build their ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in the best interest of our client. |
|
| Pinkerton Retirement Specialists, LLC |
Ron |
Glendening |
COO & Wealth Advisor |
(208) 667-8998 |
WM |
rglendening@pinkertonretirement.com |
|
2000 John Loop |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
|
|
1.987 |
$646.1M |
|
https://www.linkedin.com/company/pinkerton-retirement-specialists-llc/ |
https://www.pinkertonretirement.com/ |
At Pinkerton Retirement Specialists our mission is to empower individuals, families, and institutions to achieve their financial and life goals by serving as their most trusted advisor, providing a level of service beyond anything they have ever experienced. Pinkerton Retirement helps our clients build their ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in the best interest of our client. |
|
| Pinkerton Retirement Specialists, LLC |
Gary |
Pinkerton |
Director of Institutional Investments |
(208) 667-8998 |
WM |
gpinkerton@pinkertonretirement.com |
|
2000 John Loop |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/gary-pinkerton-8b3645a/ |
|
1.987 |
$646.1M |
|
https://www.linkedin.com/company/pinkerton-retirement-specialists-llc/ |
https://www.pinkertonretirement.com/ |
At Pinkerton Retirement Specialists our mission is to empower individuals, families, and institutions to achieve their financial and life goals by serving as their most trusted advisor, providing a level of service beyond anything they have ever experienced. Pinkerton Retirement helps our clients build their ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in the best interest of our client. |
|
| Pinkerton Retirement Specialists, LLC |
Walter |
Beggs |
Senior VP & Wealth Advisor |
(208) 667-8998 |
WM |
wbeggs@pinkertonretirement.com |
|
2000 John Loop |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/beggs-walter-3aa499125/ |
|
1.987 |
$646.1M |
|
https://www.linkedin.com/company/pinkerton-retirement-specialists-llc/ |
https://www.pinkertonretirement.com/ |
At Pinkerton Retirement Specialists our mission is to empower individuals, families, and institutions to achieve their financial and life goals by serving as their most trusted advisor, providing a level of service beyond anything they have ever experienced. Pinkerton Retirement helps our clients build their ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in the best interest of our client. |
|
| Pinkerton Retirement Specialists, LLC |
Nicholas |
Helgeson |
Wealth Advisor |
(208) 667-8998 |
WM |
nhelgeson@pinkertonretirement.com |
|
2000 John Loop |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
|
|
1.987 |
$646.1M |
|
https://www.linkedin.com/company/pinkerton-retirement-specialists-llc/ |
https://www.pinkertonretirement.com/ |
At Pinkerton Retirement Specialists our mission is to empower individuals, families, and institutions to achieve their financial and life goals by serving as their most trusted advisor, providing a level of service beyond anything they have ever experienced. Pinkerton Retirement helps our clients build their ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in the best interest of our client. |
|
| Pinnacle Advisory Group, Inc. |
David |
Kauffman |
Wealth Manager, Partner |
(410) 995-6630 |
WM |
dkauffman@pinnacleadvisory.com |
info@pinnacleadvisory.com |
6345 Woodside Court, Suite 100 |
Columbia |
MD |
21046 |
United States of America |
North America |
https://www.linkedin.com/in/davidbkauffman/ |
|
1.993 |
$2B |
|
https://www.linkedin.com/company/pinnacle-advisory-group/ |
https://www.pinnacleadvisory.com/ |
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Miami and Naples, Florida. We work with more than 1230 families and manage approximately $2 billion in assets for clients both in the mid-Atlantic region, and around the world. We serve as our clients’ personal Chief Financial Officer, and act as a fiduciary on their behalf, to ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. |
|
| Pinnacle Advisory Group, Inc. |
Jeff |
Troll |
Wealth Manager, Partner |
(410) 995-6630 Ext. 508 |
WM |
jtroll@pinnacleadvisory.com |
info@pinnacleadvisory.com |
6345 Woodside Court, Suite 100 |
Columbia |
MD |
21046 |
United States of America |
North America |
https://www.linkedin.com/in/jefftroll/ |
|
1.993 |
$2B |
|
https://www.linkedin.com/company/pinnacle-advisory-group/ |
https://www.pinnacleadvisory.com/ |
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Miami and Naples, Florida. We work with more than 1230 families and manage approximately $2 billion in assets for clients both in the mid-Atlantic region, and around the world. We serve as our clients’ personal Chief Financial Officer, and act as a fiduciary on their behalf, to ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. |
|
| Pinnacle Advisory Group, Inc. |
Hillary |
Bender |
Senior Operations Specialist |
(410) 995-6630 Ext. 515 |
WM |
hbender@pinnacleadvisory.com |
info@pinnacleadvisory.com |
6345 Woodside Court, Suite 100 |
Columbia |
MD |
21046 |
United States of America |
North America |
https://www.linkedin.com/in/hillary-bender-147aa53/ |
|
1.993 |
$2B |
|
https://www.linkedin.com/company/pinnacle-advisory-group/ |
https://www.pinnacleadvisory.com/ |
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Miami and Naples, Florida. We work with more than 1230 families and manage approximately $2 billion in assets for clients both in the mid-Atlantic region, and around the world. We serve as our clients’ personal Chief Financial Officer, and act as a fiduciary on their behalf, to ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. |
|
| Pinnacle Advisory Group, Inc. |
Mike |
Hamolia |
Wealth Manager, Financial Planner, Investment Advisor |
(410) 995-6630 Ext. 516 |
WM |
mhamolia@pinnacleadvisory.com |
info@pinnacleadvisory.com |
6345 Woodside Court, Suite 100 |
Columbia |
MD |
21046 |
United States of America |
North America |
https://www.linkedin.com/in/mikehamolia/ |
|
1.993 |
$2B |
|
https://www.linkedin.com/company/pinnacle-advisory-group/ |
https://www.pinnacleadvisory.com/ |
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Miami and Naples, Florida. We work with more than 1230 families and manage approximately $2 billion in assets for clients both in the mid-Atlantic region, and around the world. We serve as our clients’ personal Chief Financial Officer, and act as a fiduciary on their behalf, to ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. |
|
| Pinnacle Portfolio Advisors, LLC |
Bert |
Ellis |
Owner & Principal Financial Advisor |
(208) 813-3181 |
WM |
info@pinnacleportfolio.com |
info@pinnacleportfolio.com |
1525 S. David Lane |
Boise |
ID |
83705 |
United States of America |
North America |
https://www.linkedin.com/in/bert-ellis-3988bbb/ |
|
2.017 |
$143M |
|
https://www.linkedin.com/company/pinnacleportfolioadvisors/ |
https://www.pinnacleportfolio.com/ |
Pinnacle a boutique investment advisory firm specializing in custom portfolio design, income strategies, and tax-sensitive investing for high net worth clients. People's goals for their money are as unique as they are. We put each client's needs at the center of a custom investment strategy - one designed to help them grow, protect, manage, use, and enjoy their wealth in the way that works best for them. We’re committed to providing friendly, efficient, high-touch customer service that makes working with us a pleasure. |
|
| Pinnacle Portfolio Advisors, LLC |
Amanda |
Rasberry |
Investment Advisor Representative & Chief Compliance Officer |
(208) 813-3181 |
WM |
amanda@pinnacleportfolio.com |
info@pinnacleportfolio.com |
1525 S. David Lane |
Boise |
ID |
83705 |
United States of America |
North America |
https://www.linkedin.com/in/bert-ellis-3988bbb/ |
|
2.017 |
$143M |
|
https://www.linkedin.com/company/pinnacleportfolioadvisors/ |
https://www.pinnacleportfolio.com/ |
Pinnacle a boutique investment advisory firm specializing in custom portfolio design, income strategies, and tax-sensitive investing for high net worth clients. People's goals for their money are as unique as they are. We put each client's needs at the center of a custom investment strategy - one designed to help them grow, protect, manage, use, and enjoy their wealth in the way that works best for them. We’re committed to providing friendly, efficient, high-touch customer service that makes working with us a pleasure. |
|
| Pinney & Scofield, Inc. |
James |
Pinney |
Co-Founder |
(617) 492-6223 |
WM |
jim@pinneyandscofield.com |
|
22 Hilliard Street |
Cambridge |
MA |
02138 |
United States of America |
North America |
https://www.linkedin.com/in/jim-pinney-60094635/ |
|
|
$480M |
|
|
http://www.pinneyandscofield.com/ |
For over twenty five years Pinney & Scofield has worked with individuals and families to help them plan their future and achieve their most important financial goals. People often look for financial planning due to a specific event or problem – college planning, a home purchase, or retirement planning for example. They will stay with an advisor for the long-term only if they receive consistent, thoughtful and conflict-free advice. |
|
| Pinney & Scofield, Inc. |
Richard |
Seeley |
Financial Advisor |
(617) 492-6223 |
WM |
richard@pinneyandscofield.com |
|
22 Hilliard Street |
Cambridge |
MA |
02138 |
United States of America |
North America |
https://www.linkedin.com/in/richard-seeley-78b87869/ |
|
|
$480M |
|
|
http://www.pinneyandscofield.com/ |
For over twenty five years Pinney & Scofield has worked with individuals and families to help them plan their future and achieve their most important financial goals. People often look for financial planning due to a specific event or problem – college planning, a home purchase, or retirement planning for example. They will stay with an advisor for the long-term only if they receive consistent, thoughtful and conflict-free advice. |
|
| Pioneer Wealth Management |
Dafna |
Gonen |
CEO |
972 99 611 309 |
WM |
dafnag@piowealth.com |
info@piowealth.com |
Amzur House – 4th floor, 8 Hasadnaot St. |
Herzliya Pituach |
|
|
Israel |
Asia |
https://www.linkedin.com/in/dafnagonen/ |
|
1.986 |
$38 billion |
|
https://www.linkedin.com/company/pioneer-international-group |
https://www.piowealth.com/ |
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world. |
|
| Pioneer Wealth Management |
Mike |
Ellis |
Director and Chief Investment Officer |
972 99 611 300 |
WM |
mikee@piowealth.com |
info@piowealth.com |
Amzur House – 4th floor, 8 Hasadnaot St. |
Herzliya Pituach |
|
|
Israel |
Asia |
https://www.linkedin.com/in/mike-ellis-8a9743/ |
|
1.986 |
$38 billion |
|
https://www.linkedin.com/company/pioneer-international-group |
https://www.piowealth.com/ |
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world. |
|
| Pioneer Wealth Management |
Omer |
Galin |
Director, CoFounder and Co-Chairman |
972 99 611 300 |
WM |
omerg@piowealth.com |
info@piowealth.com |
Amzur House – 4th floor, 8 Hasadnaot St. |
Herzliya Pituach |
|
|
Israel |
Asia |
|
|
1.986 |
$38 billion |
|
https://www.linkedin.com/company/pioneer-international-group |
https://www.piowealth.com/ |
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world. |
|
| Pioneer Wealth Management |
Avi |
Nahum |
Executive Director, Member of Steering Committee & Investment Committee |
972 99 611 300 |
WM |
avin@piowealth.com |
info@piowealth.com |
Amzur House – 4th floor, 8 Hasadnaot St. |
Herzliya Pituach |
|
|
Israel |
Asia |
https://www.linkedin.com/in/aviram-avi-nahum-82840a10/ |
|
1.986 |
$38 billion |
|
https://www.linkedin.com/company/pioneer-international-group |
https://www.piowealth.com/ |
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world. |
|
| Pioneer Wealth Management Group |
Milad |
Taghehchian |
CEO |
(972) 642-1600 |
WM |
milad@pioneerwealth.com |
|
5700 Granite Parkway Suite 200 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/milad-taghehchian-13a09a8/ |
|
2.004 |
$34 million |
|
https://www.linkedin.com/company/pioneer-wealth-management-group/ |
https://www.pioneerwealth.com/ |
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. |
|
| Pioneer Wealth Management Group |
Chris |
Cyndecki |
Wealth Advisor |
(972) 642-1600 |
WM |
chris@pioneerwealth.com |
|
5700 Granite Parkway Suite 200 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/chris-cyndecki-cfa-cfp®-5836ab52/ |
|
2.004 |
$34 million |
|
https://www.linkedin.com/company/pioneer-wealth-management-group/ |
https://www.pioneerwealth.com/ |
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. |
|
| Pioneer Wealth Management Group |
Ian |
Tennant |
Wealth Advisor |
(972) 642-1600 |
WM |
ian@pioneerwealth.com |
|
5700 Granite Parkway Suite 200 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/ian-tennant/ |
|
2.004 |
$34 million |
|
https://www.linkedin.com/company/pioneer-wealth-management-group/ |
https://www.pioneerwealth.com/ |
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. |
|
| Pioneer Wealth Management Group |
Daphne |
Jordan |
Wealth Advisor |
(972) 642-1600 |
WM |
daphne@pioneerwealth.com |
|
5700 Granite Parkway Suite 200 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/daphnejordan/ |
|
2.004 |
$34 million |
|
https://www.linkedin.com/company/pioneer-wealth-management-group/ |
https://www.pioneerwealth.com/ |
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. |
|
| Pioneer Wealth Partners |
Marc |
Pasquale |
Principal |
(312) 332-4737, (773) 852-4542 |
WM |
mpasquale@pioneerwealthpartners.com |
info@pioneerwealthpartners.com |
333 W. Wacker Drive, Suite 1705 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/marc-pasquale-71b60951/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$500M |
|
https://www.linkedin.com/company/pioneer-wealth-partners |
http://pioneerwealthpartners.com/ |
Pioneer provides comprehensive and individualized wealth advisory services to our clients. We believe integrating financial and investment advisory with tax services gives us broader perspective and additional insight that is invaluable as we work with our clients to meet their wealth management goals. |
x |
| Pioneer Wealth Partners |
Andrew |
Robbins |
Principal |
(212) 863-9798, (516) 316-1964 |
WM |
arobbins@pioneerwealthpartners.com |
info@pioneerwealthpartners.com |
515 Madison Avenue, Suite 13B |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/andy-robbins-a0672571/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$500M |
|
https://www.linkedin.com/company/pioneer-wealth-partners |
http://pioneerwealthpartners.com/ |
Pioneer provides comprehensive and individualized wealth advisory services to our clients. We believe integrating financial and investment advisory with tax services gives us broader perspective and additional insight that is invaluable as we work with our clients to meet their wealth management goals. |
x |
| Pioneer Wealth Partners |
Jonathan |
Blattmachr |
Senior Advisor |
(212) 328-0312, (516) 510-1726 |
WM |
jblattmachr@pioneerwealthpartners.com |
info@pioneerwealthpartners.com |
515 Madison Avenue, Suite 13B |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jonathanblattmachr/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$500M |
|
https://www.linkedin.com/company/pioneer-wealth-partners |
http://pioneerwealthpartners.com/ |
Pioneer provides comprehensive and individualized wealth advisory services to our clients. We believe integrating financial and investment advisory with tax services gives us broader perspective and additional insight that is invaluable as we work with our clients to meet their wealth management goals. |
x |
| Pioneer Wealth Partners |
Louis |
Kreisberg |
Principal |
(212) 328-0314, (646) 584-7804 |
WM |
lkreisberg@pioneerwealthpartners.com |
info@pioneerwealthpartners.com |
515 Madison Avenue, Suite 13B |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/louiskreisberg/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$500M |
|
https://www.linkedin.com/company/pioneer-wealth-partners |
http://pioneerwealthpartners.com/ |
Pioneer provides comprehensive and individualized wealth advisory services to our clients. We believe integrating financial and investment advisory with tax services gives us broader perspective and additional insight that is invaluable as we work with our clients to meet their wealth management goals. |
x |
| Pioneer Wealth Partners |
Kenneth |
Ragsdale |
Principal |
(206) 838-4857 |
WM |
kragsdale@pioneerwealthpartners.com |
info@pioneerwealthpartners.com |
1221 Second Avenue, Suite 320 |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-ragsdale-a75a463b/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.009 |
$500M |
|
https://www.linkedin.com/company/pioneer-wealth-partners |
http://pioneerwealthpartners.com/ |
Pioneer provides comprehensive and individualized wealth advisory services to our clients. We believe integrating financial and investment advisory with tax services gives us broader perspective and additional insight that is invaluable as we work with our clients to meet their wealth management goals. |
x |
| PK Wealth Management |
Peter |
Kraus |
Owner |
(860) 918-0006 |
WM |
peter.kraus@lpl.com |
peter.kraus@lpl.com |
936 Intracoastal Dr., Suite 18C |
Fort Lauderdale |
FL |
33304 |
United States of America |
North America |
|
|
|
|
|
|
http://www.pkwealthmanagement.com/ |
PK Wealth Management offers you important guidance in the years preceding and following retirement. Your financial stability is affected by investments, taxes, income, expenses, lifestyle and responsibilities.
We offer a unique combination of investment, tax and accounting experience that enables us to provide comprehensive guidance to you, and to work effectively with your other advisers. We provide comprehensive fee-based financial, investment and tax management services to pre-and post-retirement seniors and their fiduciaries. We assist in developing and implementing your goals involving wealth accumulation, distribution and transfer strategies. |
|
| Plan 4 Inc. |
Carl |
Hulse |
President |
Office: (623) 878-6470, Mobile: (602) 570-7935 |
WM |
carl@plan4online.com |
carl@plan4online.com |
7075 W Bell Road |
Glendale |
AZ |
85308 |
United States of America |
North America |
https://www.linkedin.com/in/carl-hulse-1ab84482/ |
|
2.003 |
|
|
|
https://www.plan4online.com/ |
Plan4 is a comprehensive financial services firm located in Glendale, Arizona. As a firm, we’ve been helping individuals and families with their comprehensive planning needs since 2003. Carl Hulse, CLU, ChFC, MBA, is the president of Plan4 and brings over three decades of industry experience to the clients we serve. Built on relationships, integrity and the genuine desire to help others succeed — our independent firm helps people navigate through every stage of life. From the budding, young careerist to the veteran retiree — we deliver solid strategies that will guide you through life’s many ups and downs. Regardless of where you happen to be in life, we focus our energy on helping you achieve and maintain reliability of income in retirement. After all, the decisions you make today will have an impact on your eventual retirement. |
|
| Plancorp, Inc. |
Christopher |
Kerckhoff |
President |
(636) 532-7824 |
WM |
chris@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/chriskerckhoff/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Plancorp, Inc. |
Peter |
Lazaroff |
Co-Chief Investment Officer & Wealth Manager |
(636) 532-7824 |
WM |
peter@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/peterlazaroff/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Plancorp, Inc. |
Brian |
Wiedermann |
Wealth Manager |
(636) 532-7824 |
WM |
brian@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/brianwiedermann/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Plancorp, Inc. |
Jeff |
Buckner |
Founder, Chairman and Co-Chief Investment Officer |
(636) 532-7824 |
WM |
jeff@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-buckner-a876252/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Plancorp, Inc. |
Chris |
Kerckhoff |
President & CEO |
(636) 532-7824 |
WM |
chris@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/chriskerckhoff/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Plancorp, Inc. |
Brian |
King |
Chief Planning Officer |
(636) 532-7824 |
WM |
BKing@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/brian-king-cfp®-cpa-4219064/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Plancorp, Inc. |
Larry |
LeGrand |
Vice Chairman, CFO |
(636) 532-7824 |
WM |
larry@plancorp.com |
info@plancorp.com |
540 Maryville Centre Drive, Suite 105 |
Saint Louis |
MO |
63141 |
United States of America |
North America |
https://www.linkedin.com/in/larrylegrand/ |
|
1.983 |
$3.4B |
|
https://www.linkedin.com/company/plancorp-llc/ |
http://www.plancorp.com/ |
We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we’re paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success. |
|
| Planning Alternatives, Ltd. |
Nathan |
Mersereau |
President |
(248) 645-1520 |
WM |
nathan.mersereau@planningalt.com |
info@planningalt.com |
36800 Woodward Avenue, Suite 200 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-mersereau-cfp®-a984761/ |
|
1.982 |
$1B |
|
https://www.linkedin.com/company/planning-alternatives/ |
http://www.planningalt.com/ |
Planning Alternatives is an independent wealth management firm that has served clients since 1982. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. |
|
| Planning Alternatives, Ltd. |
Jim |
Long |
Director of Investments |
(248) 645-1520 |
WM |
jim.long@planningalt.com |
info@planningalt.com |
36800 Woodward Avenue, Suite 200 |
Bloomfield Hills |
MI |
48304 |
United States of America |
North America |
https://www.linkedin.com/in/jim-long-cfa-cfp®-cmfc®-57673299/ |
|
1.982 |
$1B |
|
https://www.linkedin.com/company/planning-alternatives/ |
http://www.planningalt.com/ |
Planning Alternatives is an independent wealth management firm that has served clients since 1982. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. |
|
| Plante Moran Financial Advisors |
Jim |
Baird |
Partner, Chief Investment Officer |
(269) 567-4552 |
WM |
jim.baird@plantemoran.com |
|
27400 Northwestern Highway |
Southfield |
MI |
48034 |
United States of America |
North America |
https://www.linkedin.com/in/jim-baird-2213768/ |
|
1.924 |
$10,997 million |
|
https://www.linkedin.com/company/plante-moran/ |
https://www.plantemoran.com/ |
Plante & Moran PLLC operates as an accounting and management consulting firm. The Company practices in the areas of audit and accounting, tax, financial advisory, operaional effectiveness, business advisory, and international financial services. Plante & Moran serves customers worldwide. |
|
| Plante Moran Financial Advisors |
Anthony |
Belloli |
Partner, CEO |
(248) 223-3614 |
WM |
anthony.belloli@plantemoran.com |
|
27400 Northwestern Highway |
Southfield |
MI |
48034 |
United States of America |
North America |
https://www.linkedin.com/in/anthonybelloli/ |
|
1.924 |
$10,997 million |
|
https://www.linkedin.com/company/plante-moran/ |
https://www.plantemoran.com/ |
Plante & Moran PLLC operates as an accounting and management consulting firm. The Company practices in the areas of audit and accounting, tax, financial advisory, operaional effectiveness, business advisory, and international financial services. Plante & Moran serves customers worldwide. |
|
| Plante Moran Financial Advisors |
Kevin |
Benson |
Partner |
(734) 302-6985 |
WM |
kevin.benson@plantemoran.com |
|
27400 Northwestern Highway |
Southfield |
MI |
48034 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-benson-cfa-cfp®-2a135a8/ |
|
1.924 |
$10,997 million |
|
https://www.linkedin.com/company/plante-moran/ |
https://www.plantemoran.com/ |
Plante & Moran PLLC operates as an accounting and management consulting firm. The Company practices in the areas of audit and accounting, tax, financial advisory, operaional effectiveness, business advisory, and international financial services. Plante & Moran serves customers worldwide. |
|
| Plante Moran Financial Advisors |
Karen |
Cady |
Partner |
(248) 223-3352 |
WM |
karen.cady@plantemoran.com |
|
27400 Northwestern Highway |
Southfield |
MI |
48034 |
United States of America |
North America |
https://www.linkedin.com/in/karen-cady-57487b114/ |
|
1.924 |
$10,997 million |
|
https://www.linkedin.com/company/plante-moran/ |
https://www.plantemoran.com/ |
Plante & Moran PLLC operates as an accounting and management consulting firm. The Company practices in the areas of audit and accounting, tax, financial advisory, operaional effectiveness, business advisory, and international financial services. Plante & Moran serves customers worldwide. |
|
| Plante Moran Financial Advisors |
Ray |
Celaya |
Partner |
(248) 223-3733 |
WM |
ray.celaya@plantemoran.com |
|
27400 Northwestern Highway |
Southfield |
MI |
48034 |
United States of America |
North America |
https://www.linkedin.com/in/raymondcelaya/ |
|
1.924 |
$10,997 million |
|
https://www.linkedin.com/company/plante-moran/ |
https://www.plantemoran.com/ |
Plante & Moran PLLC operates as an accounting and management consulting firm. The Company practices in the areas of audit and accounting, tax, financial advisory, operaional effectiveness, business advisory, and international financial services. Plante & Moran serves customers worldwide. |
|
| PLEION SA |
Patrick |
Heritier |
Chairman & CEO |
41 22 906 81 08 |
WM |
pheritier@pleion.ch |
info@pleion.ch |
12 Rue Francois-Bonivard |
Geneve |
|
1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/heritier-patrick-83094a9/ |
Asset Management, Private Banking, Wealth Management |
1.980 |
|
|
https://www.linkedin.com/company/plurigestion-sa/ |
https://www.pleion.ch/ |
PLEION SA is a leader in wealth management in French-speaking Switzerland, while maintaining a substantial international presence. Our strong identity and Swiss know-how span the globe through our diverse partner companies. |
|
| PLEION SA |
Patrick |
Humbert |
Head of Business Management |
41 22 906 81 11 |
WM |
phumbert@pleion.ch |
info@pleion.ch |
12 Rue Francois-Bonivard |
Geneve |
|
1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/patrick-humbert-verri-2b278b16/ |
Asset Management, Private Banking, Wealth Management |
1.980 |
|
|
https://www.linkedin.com/company/plurigestion-sa/ |
https://www.pleion.ch/ |
PLEION SA is a leader in wealth management in French-speaking Switzerland, while maintaining a substantial international presence. Our strong identity and Swiss know-how span the globe through our diverse partner companies. |
|
| PNC |
William |
Demchak |
Chairman, President & Chief Executive Officer |
(888) 762-6226 |
WM |
william.demchak@pnc.com |
wealthmanagement@pnc.com |
300 5th Ave |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/william-demchak-b4b74b58/ |
|
|
|
|
https://www.linkedin.com/company/pnc-bank/ |
https://www.pnc.com/en/about-pnc.html |
A premier provider of family office services, Hawthorn, PNC Family Wealth® offers tailored wealth management solutions for ultra-affluent families ($20 million or more in investable assets). Our solutions help families build their legacies, while easing the complexities of considerable wealth so that family trees flourish for generations to come.
Your wealth needs are complex and multifaceted. That’s why we offer a wide range of advice, strategies and products for your family or business (regardless of size or industry). Work with PNC Wealth Management to effectively manage challenges and chart a path toward financial security for generations to come. |
|
| PNC |
Bryan |
Gill |
EVP & Director, Investor Relations |
(888) 762-6226 |
WM |
bryan.gill@pnc.com |
wealthmanagement@pnc.com |
300 5th Ave |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-gill-6194ba7/ |
|
|
|
|
https://www.linkedin.com/company/pnc-bank/ |
https://www.pnc.com/en/about-pnc.html |
A premier provider of family office services, Hawthorn, PNC Family Wealth® offers tailored wealth management solutions for ultra-affluent families ($20 million or more in investable assets). Our solutions help families build their legacies, while easing the complexities of considerable wealth so that family trees flourish for generations to come.
Your wealth needs are complex and multifaceted. That’s why we offer a wide range of advice, strategies and products for your family or business (regardless of size or industry). Work with PNC Wealth Management to effectively manage challenges and chart a path toward financial security for generations to come. |
|
| Pogson & Matt Wealth Management Group, LLC |
Ron |
Gregg |
Portfolio Manager/Owner |
Direct: (602) 282-0193, Mobile: (480) 231-0823 |
WM |
ron@pogsonmatt.com |
|
6930 E. Chauncey Lane, Suite 295 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/rongreggpogsonmatt/ |
|
2.010 |
|
|
https://www.linkedin.com/company/pogson-matt-wealth-management-group/ |
http://www.pogsonmatt.com/ |
PMWMG is an independent financial planning and investment advisory firm. Founded on a highly personalized service model, PMWMG holds itself to an ongoing fiduciary responsibility to serve the best interests of each of its clients. While managing the growth of the firm is an important and ongoing endeavor, our primary focus is on deepening the relationships we have with each of our clients, their families and their trusted advisors. |
|
| Pogson & Matt Wealth Management Group, LLC |
Bill |
Mullenmeister |
Portfolio Manager/Owner |
Direct: (602) 282-0191, Mobile: (480) 334-2267 |
WM |
bill@pogsonmatt.com |
|
6930 E. Chauncey Lane, Suite 295 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/william-mullenmeister-17577218/ |
|
2.010 |
|
|
https://www.linkedin.com/company/pogson-matt-wealth-management-group/ |
http://www.pogsonmatt.com/ |
PMWMG is an independent financial planning and investment advisory firm. Founded on a highly personalized service model, PMWMG holds itself to an ongoing fiduciary responsibility to serve the best interests of each of its clients. While managing the growth of the firm is an important and ongoing endeavor, our primary focus is on deepening the relationships we have with each of our clients, their families and their trusted advisors. |
|
| Pogson & Matt Wealth Management Group, LLC |
Ken |
Pogson |
Portfolio Manager/Owner |
Direct: (602) 282-0188, Mobile: (602) 214-3434 |
WM |
ken@pogsonmatt.com |
|
6930 E. Chauncey Lane, Suite 295 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/ken-pogson-38959613/ |
|
2.010 |
|
|
https://www.linkedin.com/company/pogson-matt-wealth-management-group/ |
http://www.pogsonmatt.com/ |
PMWMG is an independent financial planning and investment advisory firm. Founded on a highly personalized service model, PMWMG holds itself to an ongoing fiduciary responsibility to serve the best interests of each of its clients. While managing the growth of the firm is an important and ongoing endeavor, our primary focus is on deepening the relationships we have with each of our clients, their families and their trusted advisors. |
|
| Point View Wealth Management, Inc. |
David |
Dietze |
Founder, President and Chief Investment Strategist |
(908) 598-1717 |
WM |
ddietze@ptview.com |
firm@ptview.com |
382 Springfield Avenue, Suite 208 |
Summit |
NJ |
07901 |
United States of America |
North America |
https://www.linkedin.com/in/david-dietze-8a8aa29/ |
|
1.993 |
|
|
https://www.linkedin.com/company/point-view-wealth-management-inc-/ |
http://www.ptview.com/ |
Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank. Point View Wealth Management, provides customized portfolio management services and comprehensive financial planning solutions to each family’s unique financial situation. We have been recognized by CNBC, Financial Advisor magazine, and Bloomberg Wealth Magazine as one of the top RIA’s in the country. |
|
| Point View Wealth Management, Inc. |
Donna |
St Amant |
Portfolio Manager, Managing Director |
(908) 598-1717 |
WM |
dstamant@ptview.com |
firm@ptview.com |
382 Springfield Avenue, Suite 208 |
Summit |
NJ |
07901 |
United States of America |
North America |
https://www.linkedin.com/in/donna-st-amant-a6140b7/ |
|
1.993 |
|
|
https://www.linkedin.com/company/point-view-wealth-management-inc-/ |
http://www.ptview.com/ |
Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank. Point View Wealth Management, provides customized portfolio management services and comprehensive financial planning solutions to each family’s unique financial situation. We have been recognized by CNBC, Financial Advisor magazine, and Bloomberg Wealth Magazine as one of the top RIA’s in the country. |
|
| Pointes North Wealth Management, LLC |
Nathan |
Auclair |
Founding Partner |
(978) 689-6987 |
WM |
nauclair@pointesnorthwm.com |
|
23 Keewaydin Drive, Suite 205 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-auclair-a6a04b4/ |
|
2.019 |
|
|
|
https://www.pointesnorthwm.com/ |
Pointes North Wealth Management is an affiliate of Boston Partners Financial Group; a New England-based organization with 19 offices in 8 states. The focus of affiliated offices like ours is assisting individuals, families and business owners in realizing their financial goals. The company is committed to providing the highest quality financial advice and services, through client relationships built on honesty, knowledge and experience. |
|
| Pointes North Wealth Management, LLC |
Brent |
Balloch |
Founding Partner |
(978) 689-6949 |
WM |
bballoch@pointesnorthwm.com |
|
23 Keewaydin Drive, Suite 205 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/s-brent-balloch-cfp®-chfc®-87968b61/ |
|
2.019 |
|
|
|
https://www.pointesnorthwm.com/ |
Pointes North Wealth Management is an affiliate of Boston Partners Financial Group; a New England-based organization with 19 offices in 8 states. The focus of affiliated offices like ours is assisting individuals, families and business owners in realizing their financial goals. The company is committed to providing the highest quality financial advice and services, through client relationships built on honesty, knowledge and experience. |
|
| Pointes North Wealth Management, LLC |
Amy |
Myers |
Executive Assistant |
(978) 689-6971 |
WM |
Amyers@pointesnorthwm.com |
|
23 Keewaydin Drive, Suite 205 |
Salem |
NH |
03079 |
United States of America |
North America |
https://www.linkedin.com/in/amy-myers88/ |
|
2.019 |
|
|
|
https://www.pointesnorthwm.com/ |
Pointes North Wealth Management is an affiliate of Boston Partners Financial Group; a New England-based organization with 19 offices in 8 states. The focus of affiliated offices like ours is assisting individuals, families and business owners in realizing their financial goals. The company is committed to providing the highest quality financial advice and services, through client relationships built on honesty, knowledge and experience. |
|
| Polaris Wealth Management |
Eric |
Grant |
Managing Partner |
(312) 951-2606 x 113 |
WM |
EGrant@PolarisAdvice.com |
Polaris@polarisadvice.com |
19150 S. Kedzie Suite 204 |
Flossmoor |
IL |
60422 |
United States of America |
North America |
https://www.linkedin.com/in/bruhhman/ |
|
2.003 |
|
|
|
http://www.polarisadvice.com/ |
Polaris provides customized group and individual insurance and related financial services planning. Our financial planners provide customized fee-based Financial Planning* & Wealth Management* strategies. We provide these services to individuals, corporate executives, professionals, business owners & not for profits at all income and wealth levels. |
|
| Pollak & Pollak Wealth Management |
Scott |
Pollak |
Private Wealth Advisor |
(925) 905-9890 |
WM |
scott.m.pollak@ampf.com |
|
25 Orinda Way Ste 205 |
Orinda |
CA |
94563 |
United States of America |
North America |
https://www.linkedin.com/in/scott-pollak-crpc®-9b13303/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/pollak-pollak-wealth-management/ |
Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Pollak & Pollak Wealth Management |
Michelle |
Nicolas Pollak |
Financial Advisor |
(925) 905-9890 |
WM |
michelle.n.pollak@ampf.com |
|
25 Orinda Way Ste 205 |
Orinda |
CA |
94563 |
United States of America |
North America |
https://www.linkedin.com/in/michellenpollak/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/pollak-pollak-wealth-management/ |
Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Pollak & Pollak Wealth Management |
Nancy |
Laroco |
Paraplanner & Practice Manager |
(925) 905-9890 Ext. 301 |
WM |
Nancy.t.laroco@ampf.com |
|
25 Orinda Way Ste 205 |
Orinda |
CA |
94563 |
United States of America |
North America |
https://www.linkedin.com/in/nancytran15/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/pollak-pollak-wealth-management/ |
Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Pollak & Pollak Wealth Management |
Tiffany |
Gunsauls |
Client Services Coordinator |
(925) 905-9890 Ext. 305 |
WM |
Tiffany.gunsauls@ampf.com |
|
25 Orinda Way Ste 205 |
Orinda |
CA |
94563 |
United States of America |
North America |
https://www.linkedin.com/in/tiffany-gunsauls-706222133/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/pollak-pollak-wealth-management/ |
Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Porte Brown Wealth Management LLC |
Ronald |
Manso |
Wealth Management Partner |
(847) 357-9995 |
WM |
rmanso@pbwealth.net |
|
845 Oakton Street |
Elk Grove Village |
IL |
60007 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-manso-cfp®-7a474aa/ |
|
2.009 |
|
|
https://www.linkedin.com/company/porte-brown-wealth-management-llc/ |
https://www.portebrown.com/ |
Porte Brown Wealth Management’s mission is to provide financial advice and support for our clients. As your advisors, it is our duty to assist you toward reaching your goals, prepare your portfolio for the future, and support you through the years while addressing changes as your financial situation evolves. Our commitment is to provide you with confidence for all of your wealth management needs. We cater our solutions for individuals and businesses, finding a specific plan to fit your exact needs and give you vision and clarity for years to come. Our ultimate goal is to provide financial peace of mind that is client focused. |
|
| Porte Brown Wealth Management LLC |
Abe |
Chidalek |
Wealth Management Advisor |
(847) 357-9995 |
WM |
achidalek@pbwealth.net |
|
845 Oakton Street |
Elk Grove Village |
IL |
60007 |
United States of America |
North America |
https://www.linkedin.com/in/abe-chidalek-cfp®-85432b13/ |
|
2.009 |
|
|
https://www.linkedin.com/company/porte-brown-wealth-management-llc/ |
https://www.portebrown.com/ |
Porte Brown Wealth Management’s mission is to provide financial advice and support for our clients. As your advisors, it is our duty to assist you toward reaching your goals, prepare your portfolio for the future, and support you through the years while addressing changes as your financial situation evolves. Our commitment is to provide you with confidence for all of your wealth management needs. We cater our solutions for individuals and businesses, finding a specific plan to fit your exact needs and give you vision and clarity for years to come. Our ultimate goal is to provide financial peace of mind that is client focused. |
|
| Porte Brown Wealth Management LLC |
Nicky |
Mackowiak |
Paraplanner |
(847) 357-9995 |
WM |
nmackowiak@pbwealth.net |
|
845 Oakton Street |
Elk Grove Village |
IL |
60007 |
United States of America |
North America |
https://www.linkedin.com/in/nicky-mackowiak-1b437980/ |
|
2.009 |
|
|
https://www.linkedin.com/company/porte-brown-wealth-management-llc/ |
https://www.portebrown.com/ |
Porte Brown Wealth Management’s mission is to provide financial advice and support for our clients. As your advisors, it is our duty to assist you toward reaching your goals, prepare your portfolio for the future, and support you through the years while addressing changes as your financial situation evolves. Our commitment is to provide you with confidence for all of your wealth management needs. We cater our solutions for individuals and businesses, finding a specific plan to fit your exact needs and give you vision and clarity for years to come. Our ultimate goal is to provide financial peace of mind that is client focused. |
|
| Porte Brown Wealth Management LLC |
Madeline |
Terrett |
Wealth Management Assistant |
(847) 357-9995 |
WM |
mterrett@pbwealth.net |
|
845 Oakton Street |
Elk Grove Village |
IL |
60007 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/porte-brown-wealth-management-llc/ |
https://www.portebrown.com/ |
Porte Brown Wealth Management’s mission is to provide financial advice and support for our clients. As your advisors, it is our duty to assist you toward reaching your goals, prepare your portfolio for the future, and support you through the years while addressing changes as your financial situation evolves. Our commitment is to provide you with confidence for all of your wealth management needs. We cater our solutions for individuals and businesses, finding a specific plan to fit your exact needs and give you vision and clarity for years to come. Our ultimate goal is to provide financial peace of mind that is client focused. |
|
| Porte Brown Wealth Management LLC |
Sandy |
Thompson |
Wealth Management Assistant |
(847) 357-9995 |
WM |
sthompson@pbwealth.net |
|
845 Oakton Street |
Elk Grove Village |
IL |
60007 |
United States of America |
North America |
https://www.linkedin.com/in/sandra-thompson-a3339413b/ |
|
2.009 |
|
|
https://www.linkedin.com/company/porte-brown-wealth-management-llc/ |
https://www.portebrown.com/ |
Porte Brown Wealth Management’s mission is to provide financial advice and support for our clients. As your advisors, it is our duty to assist you toward reaching your goals, prepare your portfolio for the future, and support you through the years while addressing changes as your financial situation evolves. Our commitment is to provide you with confidence for all of your wealth management needs. We cater our solutions for individuals and businesses, finding a specific plan to fit your exact needs and give you vision and clarity for years to come. Our ultimate goal is to provide financial peace of mind that is client focused. |
|
| Portfolio Management Corporation |
Frederick |
Burton |
Managing Director |
(416) 363-8797 Ext. 3503 |
WM |
fburton@portfoliomanagement.ca |
|
130 Adelaide St West, Suite 3401 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
|
|
|
$600M |
|
|
https://www.pictonmahoney.com/ |
Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with investable assets of $1,000,000 or more. A client relationship encompasses the principal client along with immediate family and controlled accounts. |
|
| Portfolio Management Corporation |
Rhonda |
Dalley |
Managing Director |
(416) 363-8797 Ext. 3502 |
WM |
rdalley@portfoliomanagement.ca |
|
130 Adelaide St West, Suite 3401 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/rhonda-dalley-1712ba8/ |
|
|
$600M |
|
|
https://www.pictonmahoney.com/ |
Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with investable assets of $1,000,000 or more. A client relationship encompasses the principal client along with immediate family and controlled accounts. |
|
| Portfolio Management Corporation |
Norman |
Levine |
Managing Director |
(416) 363-8797 Ext. 3506 |
WM |
nlevine@portfoliomanagement.ca |
|
130 Adelaide St West, Suite 3401 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/norman-levine-12a40112/ |
|
|
$600M |
|
|
https://www.pictonmahoney.com/ |
Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with investable assets of $1,000,000 or more. A client relationship encompasses the principal client along with immediate family and controlled accounts. |
|
| Portfolio Management Corporation |
Anish |
Chopra |
Managing Director |
(416) 363-8797 Ext. 3506 |
WM |
achopra@portfoliomanagement.ca |
|
130 Adelaide St West, Suite 3401 |
Toronto |
ON |
M5H 3P5 |
Canada |
North America |
https://www.linkedin.com/in/anish-chopra-cpa-ca-cfa/ |
|
|
$600M |
|
|
https://www.pictonmahoney.com/ |
Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with investable assets of $1,000,000 or more. A client relationship encompasses the principal client along with immediate family and controlled accounts. |
|
| PrairieView Partners, LLC |
Kristy |
Schaffer |
Partner |
(651) 233-1098 |
WM |
kristy@prairieviewpartners.com |
hello@prairieviewpartners.com |
2250 Town Square Tower 445 Minnesota Street |
St Paul |
MN |
55101 |
United States of America |
North America |
https://www.linkedin.com/in/kristy-schaffer-291256a/ |
|
2.008 |
$300,449,428 |
|
https://www.linkedin.com/company/prairieview-partners/ |
https://prairieviewpartners.com |
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. |
|
| PrairieView Partners, LLC |
Bo |
Aylin |
Partner |
(651) 233-1056 |
WM |
bo@prairieviewpartners.com |
hello@prairieviewpartners.com |
2250 Town Square Tower 445 Minnesota Street |
St Paul |
MN |
55101 |
United States of America |
North America |
https://www.linkedin.com/in/bo-aylin-4115808/ |
|
2.008 |
$300,449,428 |
|
https://www.linkedin.com/company/prairieview-partners/ |
https://prairieviewpartners.com |
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. |
|
| PrairieView Partners, LLC |
Jonathan |
Jaranson |
Partner |
(651) 233-1101 |
WM |
jonathan@prairieviewpartners.com |
hello@prairieviewpartners.com |
2250 Town Square Tower 445 Minnesota Street |
St Paul |
MN |
55101 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-jaranson-5721037/ |
|
2.008 |
$300,449,428 |
|
https://www.linkedin.com/company/prairieview-partners/ |
https://prairieviewpartners.com |
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. |
|
| PrairieView Partners, LLC |
Tom |
Irwin |
Partner |
(651) 233-1099 |
WM |
tom@prairieviewpartners.com |
hello@prairieviewpartners.com |
2250 Town Square Tower 445 Minnesota Street |
St Paul |
MN |
55101 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-m-irwin-j-d-cpa-pfs-cfp-aa69aa37/ |
|
2.008 |
$300,449,428 |
|
https://www.linkedin.com/company/prairieview-partners/ |
https://prairieviewpartners.com |
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. |
|
| PRB Wealth Management, LLC |
Ian |
Baker |
President |
(212) 867-7730 x 330 |
WM |
ibaker@prbwm.com |
info@prbwm.com |
122 East 42nd Street, Suite 1610 |
New York |
NY |
10168 |
United States of America |
North America |
https://www.linkedin.com/in/ian-s-baker-662868b6/ |
|
1.980 |
|
|
https://www.linkedin.com/company/prb-wealth-management/ |
https://www.prbwm.com/ |
PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.
As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. PRB Wealth Management specializes in financial advisory services for Individuals, Businesses, and Non-Profit Organizations. These services include: financial planning, asset management, risk management, business planning, corporate retirement planning, and health benefits. |
|
| PRB Wealth Management, LLC |
Peter |
Browne |
Founder |
(212) 867-7730 |
WM |
pbrowne@prbwm.com |
info@prbwm.com |
122 East 42nd Street, Suite 1610 |
New York |
NY |
10168 |
United States of America |
North America |
|
|
1.980 |
|
|
https://www.linkedin.com/company/prb-wealth-management/ |
https://www.prbwm.com/ |
PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.
As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. PRB Wealth Management specializes in financial advisory services for Individuals, Businesses, and Non-Profit Organizations. These services include: financial planning, asset management, risk management, business planning, corporate retirement planning, and health benefits. |
|
| PRB Wealth Management, LLC |
Denzil |
Dias |
COO, SVP, Investments & Risk Management |
(212) 867-7730 x 352 |
WM |
ddias@prbwm.com |
info@prbwm.com |
122 East 42nd Street, Suite 1610 |
New York |
NY |
10168 |
United States of America |
North America |
https://www.linkedin.com/in/denzil-dias-4a250ab/ |
|
1.980 |
|
|
https://www.linkedin.com/company/prb-wealth-management/ |
https://www.prbwm.com/ |
PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.
As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. PRB Wealth Management specializes in financial advisory services for Individuals, Businesses, and Non-Profit Organizations. These services include: financial planning, asset management, risk management, business planning, corporate retirement planning, and health benefits. |
|
| PRB Wealth Management, LLC |
Daniel |
Baker |
Director of Business Development |
(212) 867-7730 x 371 |
WM |
dbaker@prbwm.com |
info@prbwm.com |
122 East 42nd Street, Suite 1610 |
New York |
NY |
10168 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-baker-44398386/ |
|
1.980 |
|
|
https://www.linkedin.com/company/prb-wealth-management/ |
https://www.prbwm.com/ |
PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.
As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. PRB Wealth Management specializes in financial advisory services for Individuals, Businesses, and Non-Profit Organizations. These services include: financial planning, asset management, risk management, business planning, corporate retirement planning, and health benefits. |
|
| Precipio Wealth Management LLC |
Edgar |
Parrish |
Managing Principal |
(703) 773-2474 |
WM |
eparrish@precipiowealth.com |
info@precipiowealth.com |
8180 Greensboro Drive, Suite 1010 |
McLean |
VA |
22102-3860 |
United States of America |
North America |
https://www.linkedin.com/in/edgar-l-parrish-cfp®-cima®-aif®-a86369a0/ |
|
|
$180M |
|
|
https://www.precipiowealth.com/ |
Precipio Wealth Management, a fee-only Registered Investment Adviser firm located outside Washington, DC in Tyson's Corner, VA. |
|
| Precipio Wealth Management LLC |
Katherine |
Parrish |
Principal |
(703) 773-2474 |
WM |
kparrish@precipiowealth.com |
info@precipiowealth.com |
8180 Greensboro Drive, Suite 1010 |
McLean |
VA |
22102-3860 |
United States of America |
North America |
https://www.linkedin.com/in/katherine-m-parrish-096b6515/ |
|
|
$180M |
|
|
https://www.precipiowealth.com/ |
Precipio Wealth Management, a fee-only Registered Investment Adviser firm located outside Washington, DC in Tyson's Corner, VA. |
|
| Precipio Wealth Management LLC |
Courtney |
Lavender |
Client Service Administrator |
(703) 773-2474 |
WM |
clavender@precipiowealth.com |
info@precipiowealth.com |
8180 Greensboro Drive, Suite 1010 |
McLean |
VA |
22102-3860 |
United States of America |
North America |
https://www.linkedin.com/in/courtney-lavender-98526b9a/ |
|
|
$180M |
|
|
https://www.precipiowealth.com/ |
Precipio Wealth Management, a fee-only Registered Investment Adviser firm located outside Washington, DC in Tyson's Corner, VA. |
|
| Premia Global Advisors, LLC |
Miguel |
Sosa |
Founding Partner |
(786) 646-9140 |
WM |
msosa@premiaglobaladvisors.com |
info@premiaglobaladvisors.com |
2600 S Douglas Road, Suite 1103 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/miguelsosapga/ |
|
2.016 |
|
|
https://www.linkedin.com/company/premia-global-advisors-llc/ |
https://www.premiaglobaladvisors.com/ |
Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies. As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them. |
|
| Premia Global Advisors, LLC |
Vivan |
Velazquez |
Risk, Ethics, and Compliance Advisor |
(786) 441-5275 |
WM |
info@vandvconsultinggroup.com |
info@premiaglobaladvisors.com |
2525 Ponce de Leon Blvd., Suite 300 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
2.016 |
|
|
https://vandvconsultinggroup.com/ |
https://www.premiaglobaladvisors.com/ |
Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies. As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them. |
|
| Premia Global Advisors, LLC |
Daniel |
Rosales |
Financial Planning Manager |
(786) 646-9140 |
WM |
drosales@premiaglobaladvisors.com |
info@premiaglobaladvisors.com |
2600 S Douglas Road, Suite 1103 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/danielrosaleso/ |
|
2.016 |
|
|
https://www.linkedin.com/company/premia-global-advisors-llc/ |
https://www.premiaglobaladvisors.com/ |
Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies. As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them. |
|
| Premia Global Advisors, LLC |
Eddy |
Park |
Client Relationship Manager |
(786) 646-9140 |
WM |
epark@premiaglobaladvisors.com |
info@premiaglobaladvisors.com |
2600 S Douglas Road, Suite 1103 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/eddy-park-33bb4016/ |
|
2.016 |
|
|
https://www.linkedin.com/company/premia-global-advisors-llc/ |
https://www.premiaglobaladvisors.com/ |
Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies. As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them. |
|
| Premier Alliance Retirement Solutions |
Lane |
Fullmer |
Co-Owner, Investment Adviser Representative |
(208) 465-6666 |
WM |
lanef@premieralliance.net |
MadisonO@premieralliance.net |
5660 East Franklin Road, Suite 300 |
Nampa |
ID |
83687 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/premier-alliance-retirement-solutions/ |
https://premieralliance.net/ |
Premier Alliance Retirement Solutions, an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. At Premier Alliance Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. |
|
| Premier Alliance Retirement Solutions |
David |
Fullmer |
Co-Owner, Investment Adviser Representative |
(208) 465-6666 |
WM |
davidf@premieralliance.net |
MadisonO@premieralliance.net |
5660 East Franklin Road, Suite 300 |
Nampa |
ID |
83687 |
United States of America |
North America |
https://www.linkedin.com/in/david-fullmer-5350a3104/ |
|
1.997 |
|
|
https://www.linkedin.com/company/premier-alliance-retirement-solutions/ |
https://premieralliance.net/ |
Premier Alliance Retirement Solutions, an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. At Premier Alliance Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. |
|
| Premier Alliance Retirement Solutions |
Chris |
Ritter |
Director of Client Relations, Investment Advisor Representative |
(208) 465-6666 |
WM |
chrisr@premieralliance.net |
MadisonO@premieralliance.net |
5660 East Franklin Road, Suite 300 |
Nampa |
ID |
83687 |
United States of America |
North America |
https://www.linkedin.com/in/chris-ritter-7317b985/ |
|
1.997 |
|
|
https://www.linkedin.com/company/premier-alliance-retirement-solutions/ |
https://premieralliance.net/ |
Premier Alliance Retirement Solutions, an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. At Premier Alliance Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. |
|
| Premier Wealth Advisors |
John |
Diaz |
President & Senior Wealth Strategist |
(800) 4999-4143 |
WM |
jldiaz@pfawealth.com |
|
1411 Broadway, 16th Floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/johnldiaz/ |
|
1.992 |
$201M |
|
https://www.linkedin.com/company/premier-wealth-advisors-llc |
http://www.pfawealth.com/ |
Premier Wealth Advisors, LLC provides investment advisory services. The Company offers cash and asset management, retirement accounts, financial and tax planning, insurance, asset allocation, and consulting services. Premier Wealth Advisors serves customers in the United States. |
|
| Premier Wealth Advisors |
Rusell |
Bailyn |
Wealth Manager |
(800) 4999-4143 |
WM |
rbailyn@pfawealth.com |
|
1411 Broadway, 16th Floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/russell-bailyn-8093484/ |
|
1.992 |
$201M |
|
https://www.linkedin.com/company/premier-wealth-advisors-llc |
http://www.pfawealth.com/ |
Premier Wealth Advisors, LLC provides investment advisory services. The Company offers cash and asset management, retirement accounts, financial and tax planning, insurance, asset allocation, and consulting services. Premier Wealth Advisors serves customers in the United States. |
|
| Premier Wealth Planning |
Barbra |
Shaffer |
Managing Partner |
(954) 399-7100 |
WM |
Barbra@PremierWealthPlanning.com |
Info@PremierWealthPlanning.com |
6365 NW 6th Way, Suite 160 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
https://www.linkedin.com/in/barbra-shaffer-045b624/ |
|
|
|
|
|
http://www.premierwealthplanning.com |
|
|
| Premier Wealth Planning |
Evan |
Enisman |
Managing Partner |
(954) 399-7100 |
WM |
Info@PremierWealthPlanning.com |
Info@PremierWealthPlanning.com |
6365 NW 6th Way, Suite 160 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
|
|
|
|
|
|
http://www.premierwealthplanning.com |
|
|
| Premiere Retirement Planning & Wealth Management |
Jeff |
Vogan |
Owner and President |
(520) 780-9059 |
WM |
jeff@premret.com |
|
1715 East Skyline Drive, Suite 101 |
Tucson |
AZ |
85718 |
United States of America |
North America |
https://www.linkedin.com/in/jeffpvogan/ |
|
1.993 |
|
|
https://www.linkedin.com/company/premiere-retirement-planning/ |
https://premret.com/ |
At Premiere Retirement Planning and Wealth Management, we strive to offer superior service to our communities and families alike. Based in Tucson, Arizona, our aim is to build, protect, and preserve your financial and retirement freedom. Planning for retirement is a difficult puzzle to solve–from taxes and healthcare, to retirement income and estate planning. Premiere Wealth Advisors is here to help you navigate the challenges of piecing your retirement together. |
|
| Premiere Retirement Planning & Wealth Management |
Monica |
Wagner |
Executive Assistant |
(520) 780-9059 |
WM |
monica@premret.com |
|
1715 East Skyline Drive, Suite 101 |
Tucson |
AZ |
85718 |
United States of America |
North America |
|
|
1.993 |
|
|
https://www.linkedin.com/company/premiere-retirement-planning/ |
https://premret.com/ |
At Premiere Retirement Planning and Wealth Management, we strive to offer superior service to our communities and families alike. Based in Tucson, Arizona, our aim is to build, protect, and preserve your financial and retirement freedom. Planning for retirement is a difficult puzzle to solve–from taxes and healthcare, to retirement income and estate planning. Premiere Wealth Advisors is here to help you navigate the challenges of piecing your retirement together. |
|
| Presidio Wealth Management |
Victor |
Masaya |
Managing Director |
(415) 449-2544 |
WM |
vmasaya@gmail.com |
|
12 Funston Avenue Suite B |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/victor-masaya-045761/ |
|
2.007 |
$4,438 million |
|
https://www.linkedin.com/company/presidio-investors |
https://www.thepresidiogroup.com/ |
Presidio Investors was founded in 2007 to pursue exceptional lower middle market private equity investments. The firm’s experienced investment professionals specialize in growth-oriented buyouts in the media/technology services and niche financial services industries. The entire Presidio Investors team also has substantial operating experience, and works side-by-side with management teams to help achieve the best possible outcome for all stakeholders. |
|
| Presidio Wealth Management |
Brodie |
Cobb |
Founder and CEO |
(415) 449-2525 |
WM |
bcobb@thepresidiogroup.com |
|
12 Funston Avenue Suite B |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/brodie-cobb-9182b926/ |
|
2.007 |
$4,438 million |
|
https://www.linkedin.com/company/presidio-investors |
https://www.thepresidiogroup.com/ |
Presidio Investors was founded in 2007 to pursue exceptional lower middle market private equity investments. The firm’s experienced investment professionals specialize in growth-oriented buyouts in the media/technology services and niche financial services industries. The entire Presidio Investors team also has substantial operating experience, and works side-by-side with management teams to help achieve the best possible outcome for all stakeholders. |
|
| Presidio Wealth Management |
Lawrence |
Pier |
Vice President |
(415) 449-2542 |
WM |
lpier@thepresidiogroup.com |
|
12 Funston Avenue Suite B |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/lawrence-pier-84416b5b/ |
|
2.007 |
$4,438 million |
|
https://www.linkedin.com/company/presidio-investors |
https://www.thepresidiogroup.com/ |
Presidio Investors was founded in 2007 to pursue exceptional lower middle market private equity investments. The firm’s experienced investment professionals specialize in growth-oriented buyouts in the media/technology services and niche financial services industries. The entire Presidio Investors team also has substantial operating experience, and works side-by-side with management teams to help achieve the best possible outcome for all stakeholders. |
|
| Presidio Wealth Management |
Susan |
Stein |
Vice President |
(415) 449-2500 |
WM |
sstein@thepresidiogroup.com |
|
12 Funston Avenue Suite B |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/susan-stein-878482102/ |
|
2.007 |
$4,438 million |
|
https://www.linkedin.com/company/presidio-investors |
https://www.thepresidiogroup.com/ |
Presidio Investors was founded in 2007 to pursue exceptional lower middle market private equity investments. The firm’s experienced investment professionals specialize in growth-oriented buyouts in the media/technology services and niche financial services industries. The entire Presidio Investors team also has substantial operating experience, and works side-by-side with management teams to help achieve the best possible outcome for all stakeholders. |
|
| Presidio Wealth Management |
Doug |
Stewart |
Principal |
(415) 449-2522 |
WM |
dstewart@thepresidiogroup.com |
|
12 Funston Avenue Suite B |
San Francisco |
CA |
94129 |
United States of America |
North America |
|
|
2.007 |
$4,438 million |
|
https://www.linkedin.com/company/presidio-investors |
https://www.thepresidiogroup.com/ |
Presidio Investors was founded in 2007 to pursue exceptional lower middle market private equity investments. The firm’s experienced investment professionals specialize in growth-oriented buyouts in the media/technology services and niche financial services industries. The entire Presidio Investors team also has substantial operating experience, and works side-by-side with management teams to help achieve the best possible outcome for all stakeholders. |
|
| Presidio Wealth Management |
James |
Taylor |
Managing Director |
(415) 449-2520 |
WM |
jtaylor@thepresidiogroup.com |
|
12 Funston Avenue Suite B |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/james-taylor-428bb97/ |
|
2.007 |
$4,438 million |
|
https://www.linkedin.com/company/presidio-investors |
https://www.thepresidiogroup.com/ |
Presidio Investors was founded in 2007 to pursue exceptional lower middle market private equity investments. The firm’s experienced investment professionals specialize in growth-oriented buyouts in the media/technology services and niche financial services industries. The entire Presidio Investors team also has substantial operating experience, and works side-by-side with management teams to help achieve the best possible outcome for all stakeholders. |
|
| Prestige Wealth Management (Indonesia) |
Arta |
Rizano |
Business Development Manager |
62 811 944 7070 |
WM |
artarizano@hotmail.com |
info@prestige-wm.co.id |
AIA Central, Jl. Jendral Sudirman Kav. 48A |
Jakarta Selatan |
|
12930 |
Indonesia |
Asia |
https://www.linkedin.com/in/arta-rizano-7a80a160/ |
Kids Educational Plan, Wealth Management, Financial Planning, Investment, Corporate Insurance, Pension Fund, Life Insurance |
2.014 |
|
|
https://www.linkedin.com/company/prestige-wealth-mgmt/ |
https://prestige-wm.co.id/ |
Prestige Wealth Management is a Singapore-Indonesia based company, built to serve, protect and grow our client’s wealth, health and everyone around. Together with Singapore-based Prestige Risk Management, and alongside with our insurance providers worldwide, we provide the best solution based on our client’s needs aligned with their personal and corporate goals. As a representative of insurance companies, we provide a one-stop solution to customer’s goals & objectives as we listen to their needs & requisite before exploring together to analyse the best solution. |
|
| Prestige Wealth Management Group |
Roy |
Williams |
President & Founder |
(908) 583-8610 |
WM |
rwilliams@prestigewmg.com |
pwm@prestigewmg.com |
31 State Route 12 |
Flemington |
NJ |
08822 |
United States of America |
North America |
https://www.linkedin.com/in/roy-williams/ |
|
1.994 |
$324 million |
|
https://www.linkedin.com/company/prestige-wealth-management-group/?viewAsMember=true |
http://www.prestigewmg.com |
Prestige Wealth Management Group, a family-owned financial services firm, has operations in Flemington and Millburn, NJ. We serves clients who are executives, business owners, physicians, retires, pre-retirees and their families. At Prestige we are committed to helping our clients prepare for their investing, accounting, tax and estate planning needs, all under one roof. We have stood for strength, stability and transparency for more than 25 years. |
|
| Prestige Wealth Management Group |
John |
Deangelo |
Managing Director & Wealth Advisor |
(908) 583-8612 |
WM |
jdeangelo@prestigewmg.com |
pwm@prestigewmg.com |
31 State Route 12 |
Flemington |
NJ |
08822 |
United States of America |
North America |
https://www.linkedin.com/in/john-deangelo-cfp®-6657a2aa/ |
|
1.994 |
$324 million |
|
https://www.linkedin.com/company/prestige-wealth-management-group/?viewAsMember=true |
http://www.prestigewmg.com |
Prestige Wealth Management Group, a family-owned financial services firm, has operations in Flemington and Millburn, NJ. We serves clients who are executives, business owners, physicians, retires, pre-retirees and their families. At Prestige we are committed to helping our clients prepare for their investing, accounting, tax and estate planning needs, all under one roof. We have stood for strength, stability and transparency for more than 25 years. |
|
| Prestige Wealth Management Group |
Alyssa |
McMahon |
Director of Financial Planning and Investment Operations |
(908) 583-8615 |
WM |
amcmahon@prestigewmg.com |
pwm@prestigewmg.com |
31 State Route 12 |
Flemington |
NJ |
08822 |
United States of America |
North America |
https://www.linkedin.com/in/alyssamcmahon/ |
|
1.994 |
$324 million |
|
https://www.linkedin.com/company/prestige-wealth-management-group/?viewAsMember=true |
http://www.prestigewmg.com |
Prestige Wealth Management Group, a family-owned financial services firm, has operations in Flemington and Millburn, NJ. We serves clients who are executives, business owners, physicians, retires, pre-retirees and their families. At Prestige we are committed to helping our clients prepare for their investing, accounting, tax and estate planning needs, all under one roof. We have stood for strength, stability and transparency for more than 25 years. |
|
| Prestige Wealth Management Group |
Mary |
Scrupski |
Director of Estate Planning |
(908) 583-8604 |
WM |
mscrupski@prestigewmg.com |
pwm@prestigewmg.com |
31 State Route 12 |
Flemington |
NJ |
08822 |
United States of America |
North America |
https://www.linkedin.com/in/mary-e-scrupski-j-d-a0538210/ |
|
1.994 |
$324 million |
|
https://www.linkedin.com/company/prestige-wealth-management-group/?viewAsMember=true |
http://www.prestigewmg.com |
Prestige Wealth Management Group, a family-owned financial services firm, has operations in Flemington and Millburn, NJ. We serves clients who are executives, business owners, physicians, retires, pre-retirees and their families. At Prestige we are committed to helping our clients prepare for their investing, accounting, tax and estate planning needs, all under one roof. We have stood for strength, stability and transparency for more than 25 years. |
|
| Price Wealth, LLC |
Eric |
Price |
President and CIO |
(512) 320-8550 |
WM |
eric@pricewealth.com |
team@pricewealth.com |
300 West 6th Street, Suite 1840 |
Austin |
TX |
78701 |
United States of America |
North America |
https://www.linkedin.com/in/eric-price-2baa494/ |
|
2.004 |
$1.3B |
|
https://www.linkedin.com/company/price-wealth/ |
http://www.pricewealth.com |
As independent wealth advisors, Price Wealth has been partnering with clients to build a better future since 2004. We help ultra high net worth individuals and families preserve and grow their wealth.
With over $1.3B assets under management, we provide highly tailored and sophisticated investment strategies for every client we take on. We don’t do bookkeeping. We don’t prepare tax returns. We focus exclusively on wealth preservation and growth for our clients and their families. |
|
| Price Wealth, LLC |
Susan |
Wittliff |
COO |
(512) 320-8550 |
WM |
susan@pricewealth.com |
team@pricewealth.com |
300 West 6th Street, Suite 1840 |
Austin |
TX |
78701 |
United States of America |
North America |
https://www.linkedin.com/in/susan-wittliff-4296ba3/ |
|
2.004 |
$1.3B |
|
https://www.linkedin.com/company/price-wealth/ |
http://www.pricewealth.com |
As independent wealth advisors, Price Wealth has been partnering with clients to build a better future since 2004. We help ultra high net worth individuals and families preserve and grow their wealth.
With over $1.3B assets under management, we provide highly tailored and sophisticated investment strategies for every client we take on. We don’t do bookkeeping. We don’t prepare tax returns. We focus exclusively on wealth preservation and growth for our clients and their families. |
|
| Prime Buchholz |
Timothy |
Card |
Principal/Senior Investment Analyst |
(603) 433-1143 |
WM |
timothy.card@primebuchholz.com |
valentina.dingle@primebuchholz.com |
273 Corporate Drive, Suite 250 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-card-cipm-28387527/ |
|
1.988 |
|
|
https://www.linkedin.com/company/prime-buchholz-llc/ |
https://www.primebuchholz.com/ |
Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets. |
|
| Prime Buchholz |
Gregory |
DeSisto |
Managing Principal |
(603) 433-1143 |
WM |
gregory.desisto@primebuchholz.com |
valentina.dingle@primebuchholz.com |
273 Corporate Drive, Suite 250 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-desisto-01079282/ |
|
1.988 |
|
|
https://www.linkedin.com/company/prime-buchholz-llc/ |
https://www.primebuchholz.com/ |
Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets. |
|
| Prime Buchholz |
Jonathan |
Crafts |
Principal/Research Analyst - Private Capital |
(603) 433-1143 |
WM |
jonathan.crafts@primebuchholz.com |
valentina.dingle@primebuchholz.com |
273 Corporate Drive, Suite 250 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/jcrafts/ |
|
1.988 |
|
|
https://www.linkedin.com/company/prime-buchholz-llc/ |
https://www.primebuchholz.com/ |
Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets. |
|
| Prime Wealth Management, Inc. |
Rick |
Prime |
Founder, Certified Financial Planner |
(510) 241-0563 |
WM |
rprime@primewealth.com |
|
2936 Domingo Avenue, Suite 1 |
Berkeley |
CA |
94705 |
United States of America |
North America |
https://www.linkedin.com/in/rickprime/ |
|
2.003 |
|
|
|
https://primewealth.com/ |
Prime Wealth Management is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. |
|
| Prime Wealth Management, Inc. |
Caroline |
Bettendorf |
Operations Manager |
(510) 241-0616 |
WM |
cbettendorf@primewealth.com |
|
2936 Domingo Avenue, Suite 1 |
Berkeley |
CA |
94705 |
United States of America |
North America |
https://www.linkedin.com/in/caroline-bettendorf-36333a154/ |
|
2.003 |
|
|
|
https://primewealth.com/ |
Prime Wealth Management is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. |
|
| PrimePartners Asset Management Pte Ltd |
Gerald |
Ong |
Deputy Chairman and Executive Director |
65 6229 8051 |
WM |
geraldong@ppcf.com.sg |
|
21 Cecil St |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/gerald-ong-2ab2481/ |
|
2.003 |
|
|
https://www.linkedin.com/company/primepartners-corporate-finance/ |
http://primepartners.com.sg/ |
PrimePartners Corporate Finance (PPCF), a subsidiary of the PrimePartners Group, is a boutique corporate finance firm focused on providing advisory and capital raising services for private and public-listed small and medium sized companies operating domestically and regionally in Asia. A significant proportion of these companies are owned or led by entrepreneurs or their families. |
|
| PRIMORIS Wealth Advisors, LLC |
John |
Catalfamo |
Managing Partner, Chief Investment Officer, Investment Advisor Representative |
(561) 296-0796 |
WM |
jc@primoriswealthadvisors.com |
info@primoriswealthadvisors.com |
9250 Alternate A1A Suite A |
North Palm Beach |
FL |
33403 |
United States of America |
North America |
https://www.linkedin.com/in/john-catalfamo-2b015721/ |
|
2.000 |
|
|
https://www.linkedin.com/company/primoris-wealth-advisors/?viewAsMember=true |
https://www.primoriswealthadvisors.com/ |
PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do. |
|
| PRIMORIS Wealth Advisors, LLC |
Raymond |
Eaton |
Managing Partner, Chief Compliance Officer, Investment Advisor Representative |
(561) 296-0796 |
WM |
rle@primoriswealthadvisors.com |
info@primoriswealthadvisors.com |
9250 Alternate A1A Suite A |
North Palm Beach |
FL |
33403 |
United States of America |
North America |
https://www.linkedin.com/in/raymond-l-eaton/ |
|
2.000 |
|
|
https://www.linkedin.com/company/primoris-wealth-advisors/?viewAsMember=true |
https://www.primoriswealthadvisors.com/ |
PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do. |
|
| PRIMORIS Wealth Advisors, LLC |
Gavin |
McNally |
Senior Investment Representative |
(561) 296-0796 |
WM |
gm@primoriswealthadvisors.com |
info@primoriswealthadvisors.com |
9250 Alternate A1A Suite A |
North Palm Beach |
FL |
33403 |
United States of America |
North America |
https://www.linkedin.com/in/gavin-mcnally-primoris-wealth/ |
|
2.000 |
|
|
https://www.linkedin.com/company/primoris-wealth-advisors/?viewAsMember=true |
https://www.primoriswealthadvisors.com/ |
PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do. |
|
| PRIMORIS Wealth Advisors, LLC |
Berton |
Brown |
Senior Investment Advisor Representative |
(561) 296-0796 |
WM |
bb@primoriswealthadvisors.com |
info@primoriswealthadvisors.com |
9250 Alternate A1A Suite A |
North Palm Beach |
FL |
33403 |
United States of America |
North America |
https://www.linkedin.com/in/berton-brown-20b02930/ |
|
2.000 |
|
|
https://www.linkedin.com/company/primoris-wealth-advisors/?viewAsMember=true |
https://www.primoriswealthadvisors.com/ |
PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do. |
|
| PRIMORIS Wealth Advisors, LLC |
Michael |
Roscoe |
Senior Investment Advisor Representative |
(561) 296-0796 |
WM |
mr@primoriswealthadvisors.com |
info@primoriswealthadvisors.com |
9250 Alternate A1A Suite A |
North Palm Beach |
FL |
33403 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/primoris-wealth-advisors/?viewAsMember=true |
https://www.primoriswealthadvisors.com/ |
PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do. |
|
| PRIMORIS Wealth Advisors, LLC |
Gregory |
Cecchini |
Senior Investment Advisor Representative |
(561) 296-0796 |
WM |
gc@primoriswealthadvisors.com |
info@primoriswealthadvisors.com |
9250 Alternate A1A Suite A |
North Palm Beach |
FL |
33403 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-m-cecchini-a381498/ |
|
2.000 |
|
|
https://www.linkedin.com/company/primoris-wealth-advisors/?viewAsMember=true |
https://www.primoriswealthadvisors.com/ |
PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do. |
|
| Princeton Asset Management, LLC |
Rui |
Falcon |
Co-Founder & CEO |
(561) 800-0049 |
WM |
rfalcon@princetonam.com |
clientservices@princetonam.com |
1818 South Australian Ave., Suite 200 |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
https://www.linkedin.com/in/rui-falcon-cfa-babaa92/ |
|
|
|
|
|
http://www.princetonam.com/ |
Princeton Asset Management is a Minority & Women Owned emerging investment firm. Princeton has a seven-year track record of consistent returns and positive alpha. Princeton’s fixed income Opportunistic Credit Strategy is managed both with traditional long-only accounts and via an Opportunistic Credit Hedge Fund. We seek to generate alpha by taking advantage of structural changes in the credit markets and deploying hedging and leverage for return enhancements in the alternatives Fund. |
|
| Princeton Asset Management, LLC |
Adam |
Falcon |
Co-Founder & Chief Investment Officer |
(561) 800-0049 |
WM |
afalcon@princetonam.com |
clientservices@princetonam.com |
1818 South Australian Ave., Suite 200 |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
|
|
|
|
|
|
http://www.princetonam.com/ |
Princeton Asset Management is a Minority & Women Owned emerging investment firm. Princeton has a seven-year track record of consistent returns and positive alpha. Princeton’s fixed income Opportunistic Credit Strategy is managed both with traditional long-only accounts and via an Opportunistic Credit Hedge Fund. We seek to generate alpha by taking advantage of structural changes in the credit markets and deploying hedging and leverage for return enhancements in the alternatives Fund. |
|
| Princeton Asset Management, LLC |
James |
Dressler |
Senior Credit Analyst |
(561) 800-0049 |
WM |
jdressler@princetonam.com |
clientservices@princetonam.com |
1818 South Australian Ave., Suite 200 |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
https://www.linkedin.com/in/james-dressler-9657b1b/ |
|
|
|
|
|
http://www.princetonam.com/ |
Princeton Asset Management is a Minority & Women Owned emerging investment firm. Princeton has a seven-year track record of consistent returns and positive alpha. Princeton’s fixed income Opportunistic Credit Strategy is managed both with traditional long-only accounts and via an Opportunistic Credit Hedge Fund. We seek to generate alpha by taking advantage of structural changes in the credit markets and deploying hedging and leverage for return enhancements in the alternatives Fund. |
|
| Princeton Wealth Management Group |
Jeffrey |
Davidson |
Managing Partner |
(609) 279-9511 |
WM |
jeff@princetonwmg.com |
|
182 Nassau Street, Suite 304 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/jeffreywdavidson/ |
|
|
|
|
|
https://www.princetonwmg.com/ |
We are a Princeton, NJ based independent, private wealth management and financial planning company committed to enriching the lives of our clients.
We offer customized and personally tailored investment portfolio and financial planning solutions. We focus on helping clients build a comprehensive financial plan, effectively manage their financial resources around that plan and assist them to make smart financial and personal decisions along the way. |
|
| Princeton Wealth Management Group |
Francis |
Buckley III |
Managing Partner |
(609) 279-9515 |
WM |
fran@princetonwmg.com |
|
182 Nassau Street, Suite 304 |
Princeton |
NJ |
08542 |
United States of America |
North America |
https://www.linkedin.com/in/fran-buckley-64048b15/ |
|
|
|
|
|
https://www.princetonwmg.com/ |
We are a Princeton, NJ based independent, private wealth management and financial planning company committed to enriching the lives of our clients.
We offer customized and personally tailored investment portfolio and financial planning solutions. We focus on helping clients build a comprehensive financial plan, effectively manage their financial resources around that plan and assist them to make smart financial and personal decisions along the way. |
|
| Prio Wealth |
John |
Bratschi |
Managing Director |
(617) 224-1900 |
WM |
jbratschi@priowealth.com |
info@seawardmgmt.com |
265 Franklin Street, 20th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/john-bratschi-3a98a88b/ |
|
1.988 |
$261M |
|
https://www.linkedin.com/company/prio-wealth |
https://priowealth.com/ |
Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services. |
|
| Prio Wealth |
Kelly |
Morgan |
Managing Director |
(617) 224-1900 |
WM |
kmorgan@priowealth.com |
info@seawardmgmt.com |
265 Franklin Street, 20th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-morgan-b6549015/ |
|
1.988 |
$261M |
|
https://www.linkedin.com/company/prio-wealth |
https://priowealth.com/ |
Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services. |
|
| Prio Wealth |
Jeffrey |
St. Mary |
Managing Director |
(617) 224-1900 |
WM |
jstmary@priowealth.com |
info@seawardmgmt.com |
265 Franklin Street, 20th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-st-mary-cfa-46389a16/ |
|
1.988 |
$261M |
|
https://www.linkedin.com/company/prio-wealth |
https://priowealth.com/ |
Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services. |
|
| Prism Investment Management, Inc |
Tyler |
Heymann |
Founder |
(480) 661-1236 |
WM |
tyler@prismfc.com |
marie@prismfc.com |
5020 E. Shea Blvd., Suite 240 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/d-tyler-heymann/ |
|
2.011 |
|
|
https://www.linkedin.com/company/prismfinancialconcepts/ |
https://www.prismfc.com/ |
As a planning-focused firm, Prism Financial Concepts provides a suite of integrated technology solutions to help you improve the speed and accuracy of your financial decision-making. We are helping entrepreneurs and investors use financial services differently by changing the way we deliver those services. We empower our investors to make the best use of capital, providing unbiased and objective perspective as we do not accept commissions or incentive fees. |
|
| Prism Investment Management, Inc |
Bill |
Luhrs |
Investment Advisor / Financial Architect |
(480) 661-1236 |
WM |
bill@prismfc.com |
marie@prismfc.com |
5020 E. Shea Blvd., Suite 240 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/billluhrs/ |
|
2.011 |
|
|
https://www.linkedin.com/company/prismfinancialconcepts/ |
https://www.prismfc.com/ |
As a planning-focused firm, Prism Financial Concepts provides a suite of integrated technology solutions to help you improve the speed and accuracy of your financial decision-making. We are helping entrepreneurs and investors use financial services differently by changing the way we deliver those services. We empower our investors to make the best use of capital, providing unbiased and objective perspective as we do not accept commissions or incentive fees. |
|
| Prism Investment Management, Inc |
Brian |
Pry |
Investment Advisor / Financial Architect |
(480) 661-1236 |
WM |
brian@prismfc.com |
marie@prismfc.com |
5020 E. Shea Blvd., Suite 240 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/brianpry/ |
|
2.011 |
|
|
https://www.linkedin.com/company/prismfinancialconcepts/ |
https://www.prismfc.com/ |
As a planning-focused firm, Prism Financial Concepts provides a suite of integrated technology solutions to help you improve the speed and accuracy of your financial decision-making. We are helping entrepreneurs and investors use financial services differently by changing the way we deliver those services. We empower our investors to make the best use of capital, providing unbiased and objective perspective as we do not accept commissions or incentive fees. |
|
| Prism Investment Management, Inc |
Bryan |
Pepper |
Financial Planner |
(480) 661-1236 |
WM |
bpepper@prismfc.com |
marie@prismfc.com |
5020 E. Shea Blvd., Suite 240 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/bryanpepper/ |
|
2.011 |
|
|
https://www.linkedin.com/company/prismfinancialconcepts/ |
https://www.prismfc.com/ |
As a planning-focused firm, Prism Financial Concepts provides a suite of integrated technology solutions to help you improve the speed and accuracy of your financial decision-making. We are helping entrepreneurs and investors use financial services differently by changing the way we deliver those services. We empower our investors to make the best use of capital, providing unbiased and objective perspective as we do not accept commissions or incentive fees. |
|
| Private Asset Management, Inc. |
Jeff |
Witt |
Head of Research |
(858) 750-4209 |
WM |
jeffw@pamgmt.com |
|
5348 Carroll Canyon Road, Suite 200 |
San Diego |
CA |
92121 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-witt-27a7998/ |
|
1.993 |
$826M |
|
https://www.linkedin.com/company/private-asset-management-inc- |
http://pamgmt.com/ |
Private Asset Management, Inc. is a California investment advisory firm providing financial advice tailored to individual client goals. We strive to deliver professional, unbiased service at every level through objective, fee-based management. PAM is dedicated to maintaining long-term relationships based on trust, integrity, and respect. Our core commitment is to our client. |
|
| Private Capital Management, Inc. |
Joe |
Ramos |
CEO & Sr. Wealth Advisor |
(415) 464-9700 |
WM |
jramos@pcmwealthadvisors.com |
info@pcmwealthadvisors.com |
900 Larkspur Landing Circle, Suite 240 |
Larkspur |
CA |
94939-1757 |
United States of America |
North America |
https://www.linkedin.com/in/cjosephramos/ |
|
|
$135M |
|
|
http://www.pcmwealthadvisors.com/ |
Private Capital Management, Inc. is a San Francisco Bay Area wealth management firm dedicated to serving successful and affluent individuals, families, corporate executives and business owners. |
|
| Private Capital Management, Inc. |
Angela |
Krakora |
Client Relationship Manager |
(415) 464-9700 |
WM |
akrakora@pcmwealthadvisors.com |
info@pcmwealthadvisors.com |
900 Larkspur Landing Circle, Suite 240 |
Larkspur |
CA |
94939-1757 |
United States of America |
North America |
https://www.linkedin.com/in/angela-krakora-0a15677/ |
|
|
$135M |
|
|
http://www.pcmwealthadvisors.com/ |
Private Capital Management, Inc. is a San Francisco Bay Area wealth management firm dedicated to serving successful and affluent individuals, families, corporate executives and business owners. |
|
| Private Ocean, Inc. |
Norm |
Boone |
Founder & President |
(415) 788-1952 |
WM |
norm.boone@privateocean.com |
info@privateocean.com |
100 Smith Ranch Road, Suite 300 |
San Rafael |
CA |
94903 |
United States of America |
North America |
https://www.linkedin.com/in/normboone/ |
|
2.009 |
$560M |
|
https://www.linkedin.com/company/private-ocean-wealth-management/ |
https://privateocean.com/ |
Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, we continued our growth when the firm acquired Lakeview Financial in Seattle and Mosaic Financial Partners in San Francisco. Throughout our continued evolution, our culture, shared values and philosophy on client service has kept us true to our commitment to deliver personal and powerful wealth management to our clients. |
|
| Private Ocean, Inc. |
Angela |
Giombetti |
Director of Marketing |
(919) 986-1074 |
WM |
angela.giombetti@privateocean.com |
info@privateocean.com |
100 Smith Ranch Road, Suite 300 |
San Rafael |
CA |
94903 |
United States of America |
North America |
https://www.linkedin.com/in/angelagi/ |
|
2.009 |
$560M |
|
https://www.linkedin.com/company/private-ocean-wealth-management/ |
https://privateocean.com/ |
Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, we continued our growth when the firm acquired Lakeview Financial in Seattle and Mosaic Financial Partners in San Francisco. Throughout our continued evolution, our culture, shared values and philosophy on client service has kept us true to our commitment to deliver personal and powerful wealth management to our clients. |
|
| Private Vista Home, LLC |
Steve |
Merdinger |
Partner |
(312) 831-4426 |
WM |
smerdinger@myprivatevista.com |
PrivateVistaNews@myprivatevista.com |
1 N. LaSalle St., 33rd Floor |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/stevemerdinger/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/private-vista-llc/ |
https://myprivatevista.com/ |
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration. |
|
| Private Vista Home, LLC |
Jeff |
Toner |
Partner |
(312) 831-4428 |
WM |
jtoner@myprivatevista.com |
PrivateVistaNews@myprivatevista.com |
1 N. LaSalle St., 33rd Floor |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/jefftonerfinancialplanner/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/private-vista-llc/ |
https://myprivatevista.com/ |
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration. |
|
| Private Vista Home, LLC |
Jim |
Weil |
Partner |
(312) 831-4429 |
WM |
jweil@myprivatevista.com |
PrivateVistaNews@myprivatevista.com |
1 N. LaSalle St., 33rd Floor |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/jimweilfinancialplanner/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/private-vista-llc/ |
https://myprivatevista.com/ |
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration. |
|
| Private Vista Home, LLC |
Bob |
Westrick |
Partner |
(630) 455-0600 |
WM |
bwestrick@myprivatevista.com |
PrivateVistaNews@myprivatevista.com |
1 N. LaSalle St., 33rd Floor |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/robertwestrick/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/private-vista-llc/ |
https://myprivatevista.com/ |
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration. |
|
| Private Vista Home, LLC |
Doug |
Brown |
Partner |
(630) 337-3313 |
WM |
dbrown@myprivatevista.com |
PrivateVistaNews@myprivatevista.com |
1 N. LaSalle St., 33rd Floor |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-brown-8169826/ |
|
1.992 |
$1B |
|
https://www.linkedin.com/company/private-vista-llc/ |
https://myprivatevista.com/ |
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration. |
|
| Private Wealth Consultants LLC |
Leo |
Boisvert |
Chief Financial Strategist, Senior Managing Partner |
(239) 333-0800 |
WM |
leo@mypwc.net |
|
12590 Whitehall Drive, Suite 2 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/leo-boisvert-mba-cima®-cdfa®-3171668/ |
|
|
|
|
|
https://www.mypwc.net/ |
We are an independent financial firm made up of financial strategists specializing in independent ideas for individual investors. Our main goal is for our clients to have financial confidence. Headquartered in Fort Myers, Florida, Private Wealth Consultants also has offices in Sanibel, Florida and Crofton, Maryland and serves clients throughout the United States. Our firm's values are straightforward; honesty and integrity are the foundations of our success; client service is our way of life; great things happen when we listen to our clients and to each other; our name is the most valuable thing we own. We appreciate your interest in Private Wealth Consultants, LLC, and sincerely look forward to serving you. |
|
| Private Wealth Consultants LLC |
Erik |
Heben |
Chief Investment Strategist, Managing Partner |
(239) 333-0800 |
WM |
erik@mypwc.net |
|
12590 Whitehall Drive, Suite 2 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/erik-heben-7616151a/ |
|
|
|
|
|
https://www.mypwc.net/ |
We are an independent financial firm made up of financial strategists specializing in independent ideas for individual investors. Our main goal is for our clients to have financial confidence. Headquartered in Fort Myers, Florida, Private Wealth Consultants also has offices in Sanibel, Florida and Crofton, Maryland and serves clients throughout the United States. Our firm's values are straightforward; honesty and integrity are the foundations of our success; client service is our way of life; great things happen when we listen to our clients and to each other; our name is the most valuable thing we own. We appreciate your interest in Private Wealth Consultants, LLC, and sincerely look forward to serving you. |
|
| Private Wealth Consultants LLC |
Paula |
Heben |
Administration, Head of Operations |
(239) 333-0800 |
WM |
paula@mypwc.net |
|
12590 Whitehall Drive, Suite 2 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
|
|
|
|
|
|
https://www.mypwc.net/ |
We are an independent financial firm made up of financial strategists specializing in independent ideas for individual investors. Our main goal is for our clients to have financial confidence. Headquartered in Fort Myers, Florida, Private Wealth Consultants also has offices in Sanibel, Florida and Crofton, Maryland and serves clients throughout the United States. Our firm's values are straightforward; honesty and integrity are the foundations of our success; client service is our way of life; great things happen when we listen to our clients and to each other; our name is the most valuable thing we own. We appreciate your interest in Private Wealth Consultants, LLC, and sincerely look forward to serving you. |
|
| Private Wealth Group |
Daniel |
Gikher |
President |
(888) 431-9794, (917) 287-7010 |
WM |
d.gikher@lpl.com |
|
105-19 Metropolitan Ave |
Forest Hills |
NY |
11375 |
United States of America |
North America |
|
|
|
|
daniel.gikher@lpl.com |
|
https://www.pwgclient.com/ |
PWG, a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help pursue them by our providing sound financial information. |
|
| PrivilEdge Capital SA |
Enrico |
Gaspare |
CEO |
41 22 552 16 60 |
WM |
egaspare@priviledgecapital.ch |
|
Rue du Marché 18 |
Geneva |
|
1204 |
Switzerland |
Europe |
|
|
2.012 |
|
|
https://www.linkedin.com/company/priviledge-capital-sa/about/ |
https://priviledgecapital.ch |
PrivilEdge Capital SA is an independent well capitalized financial services boutique based in Geneva, Switzerland. |
|
| PrivilEdge Capital SA |
Giuliano |
Polidori |
Chief Investment Officer |
41 22 552 16 60 |
WM |
gpolidori@priviledgecapital.ch |
|
Rue du Marché 18 |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/giuliano-polidori-4a155550/ |
|
2.012 |
|
|
https://www.linkedin.com/company/priviledge-capital-sa/about/ |
https://priviledgecapital.ch |
PrivilEdge Capital SA is an independent well capitalized financial services boutique based in Geneva, Switzerland. |
|
| Pro Capital Wealth Management |
Cory |
Procter |
Owner |
(972) 827-8494 |
WM |
cprocter@woodburyfinancial.net |
|
|
Trophy Club |
TX |
76262 |
United States of America |
North America |
https://www.linkedin.com/in/coryprocter/ |
|
2.018 |
|
|
https://www.linkedin.com/company/procapitaltx/ |
https://procapitaltx.com/ |
NFL Athlete, Owner Pro Capital Wealth Management, and Speaker with experience in securities, investment advisory, business development, and sales team management. Graduated from The University of Montana. |
|
| Professional Wealth Advisors, LLC |
Peter |
Wilmot |
Principal & Professional Wealth Advisor |
(630) 716-3600 x212 |
WM |
peter.wilmot@lpl.com |
|
2655 Warrenville Rd, Suite 110 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/peterwilmotcfp/ |
Executives, Independent Women, Retirement Plans, Endowments, Foundations |
2.015 |
|
|
https://www.linkedin.com/company/professional-wealth-advisors-llc/ |
https://www.professionalwealthadvisors.com/ |
Professional Wealth Advisors is a boutique wealth management firm providing guidance for business owners and executives, independent women, retirement plans, endowments and foundations. It is our mission to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have as they pursue their personal, professional and financial goals. |
|
| Professional Wealth Advisors, LLC |
Stephen |
Potts |
Principal & Professional Wealth Advisor |
(630) 716-3600 x213 |
WM |
stephen.potts@lpl.com |
|
2655 Warrenville Rd, Suite 110 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-potts-chfc®-43590981/ |
Executives, Independent Women, Retirement Plans, Endowments, Foundations |
2.015 |
|
|
https://www.linkedin.com/company/professional-wealth-advisors-llc/ |
https://www.professionalwealthadvisors.com/ |
Professional Wealth Advisors is a boutique wealth management firm providing guidance for business owners and executives, independent women, retirement plans, endowments and foundations. It is our mission to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have as they pursue their personal, professional and financial goals. |
|
| Professional Wealth Advisors, LLC |
Josh |
Gerry |
Principal & Professional Wealth Advisor |
(630) 716-3600 |
WM |
josh.gerry@lpl.com |
|
2655 Warrenville Rd, Suite 110 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/josh-gerry-4931022b/ |
Executives, Independent Women, Retirement Plans, Endowments, Foundations |
2.015 |
|
|
https://www.linkedin.com/company/professional-wealth-advisors-llc/ |
https://www.professionalwealthadvisors.com/ |
Professional Wealth Advisors is a boutique wealth management firm providing guidance for business owners and executives, independent women, retirement plans, endowments and foundations. It is our mission to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have as they pursue their personal, professional and financial goals. |
|
| Professional Wealth Management Group |
David |
Carl |
Senior Partner |
(817) 328-6109 |
WM |
dcarl@tpwmg.com |
|
713 Main Street |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/david-carl-8a766b21/ |
|
1.998 |
|
|
|
http://www.tpwmg.com/ |
Professional Wealth Management Group is a client focused, full service wealth management firm who prides itself on building relationships with our clients. We proactively plan and implement customized financial strategies designed to help you achieve your financial objectives with confidence. With over 30 years of combined experience in the financial industry, we have the tools and knowledge to help you achieve your goals. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. |
|
| Professional Wealth Management Group |
Thomas |
Phillip |
Senior Partner |
(817) 328-6109 Ext. 104, (817) 328-6107 |
WM |
tphilipp@tpwmg.com |
|
713 Main Street |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/david-carl-8a766b21/ |
|
1.998 |
|
|
|
http://www.tpwmg.com/ |
Professional Wealth Management Group is a client focused, full service wealth management firm who prides itself on building relationships with our clients. We proactively plan and implement customized financial strategies designed to help you achieve your financial objectives with confidence. With over 30 years of combined experience in the financial industry, we have the tools and knowledge to help you achieve your goals. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. |
|
| Professional Wealth Management Group |
Carrie |
Good |
Business Operations Manager |
(817) 328-6109 |
WM |
cgood@tpwmg.com |
|
713 Main Street |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-philipp-9599b663/ |
|
1.998 |
|
|
|
http://www.tpwmg.com/ |
Professional Wealth Management Group is a client focused, full service wealth management firm who prides itself on building relationships with our clients. We proactively plan and implement customized financial strategies designed to help you achieve your financial objectives with confidence. With over 30 years of combined experience in the financial industry, we have the tools and knowledge to help you achieve your goals. We are a fee based planning firm who values transparency and trust in our practice. Our goal is to be your most trusted financial team member. |
|
| Progress Investment Management |
Thurman |
White Jr |
Chairman and CEO |
(415) 512-3480 |
WM |
thurman@progressinvestment.com |
info@progressinvestment.com |
33 New Montgomery Street, 19th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/thurman-white-b395aa1b/ |
|
|
|
|
|
https://www.progressinvestment.com/ |
Progress is a pioneer and leading manager of emerging managers. We construct and manage portfolios for sophisticated institutional investors. |
|
| Progress Investment Management |
Jose |
Balagot |
Deputy Chief Investment Officer |
(415) 512-3480 |
WM |
jbalagot@progressinvestment.com |
info@progressinvestment.com |
33 New Montgomery Street, 19th Floor |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jose-balagot-125b458/ |
|
|
|
|
|
https://www.progressinvestment.com/ |
Progress is a pioneer and leading manager of emerging managers. We construct and manage portfolios for sophisticated institutional investors. |
|
| Prosper Wealth Advisors, LLC |
Brad |
Chumley |
Branch Manager |
(972) 346-4202 |
WM |
brad.chumley@prosperwa.com |
|
307 W. 7th, Suite 912 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
|
|
|
|
|
|
http://www.prosperwa.com/ |
Prosper Mullins is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our mission is to provide unbiased, prudent, and strategic advice to assist our clients in achieving their financial objectives. We are focused on a singular purpose: to serve our clients with exceptional investment management. We do this through our unwavering commitment to the stewardship of our client's wealth. |
|
| Provenance Wealth Advisors |
Eric |
Zeitlin |
Managing Director |
(305) 379-8888 |
WM |
ezeitlin@provwealth.com |
info@provwealth.com |
200 S. Biscayne Boulevard, Floors 7-8 |
Miami |
FL |
33131-5351 |
United States of America |
North America |
https://www.linkedin.com/in/eric-zeitlin-96280484/ |
|
2.000 |
|
|
https://www.linkedin.com/company/provenance-wealth-advisors/ |
https://www.provwealth.com/ |
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our experienced planners carefully evaluate each client’s personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. |
|
| Provenance Wealth Advisors |
Lee |
Hediger |
Director and Chief Compliance Officer |
(305) 379-8888 |
WM |
lhediger@provwealth.com |
info@provwealth.com |
200 S. Biscayne Boulevard, Floors 7-8 |
Miami |
FL |
33131-5351 |
United States of America |
North America |
https://www.linkedin.com/in/lee-hediger-68506036/ |
|
2.000 |
|
|
https://www.linkedin.com/company/provenance-wealth-advisors/ |
https://www.provwealth.com/ |
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our experienced planners carefully evaluate each client’s personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. |
|
| Provenance Wealth Advisors |
Todd |
Moll |
Director and Chief Investment Officer |
(305) 379-8888 |
WM |
tmoll@provwealth.com |
info@provwealth.com |
200 S. Biscayne Boulevard, Floors 7-8 |
Miami |
FL |
33131-5351 |
United States of America |
North America |
https://www.linkedin.com/in/toddmoll/ |
|
2.000 |
|
|
https://www.linkedin.com/company/provenance-wealth-advisors/ |
https://www.provwealth.com/ |
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our experienced planners carefully evaluate each client’s personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. |
|
| Providend |
Christopher |
Tan |
CEO |
65 6309 2488 |
WM |
christopher_tan@providend.com |
communications@providend.com |
38 Duxton Hill |
Singapore |
|
089616 |
Singapore |
Asia |
https://www.linkedin.com/in/christopher-tan-19336a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/providend/ |
https://www.providend.com/ |
Providend is a fee-only financial advisory firm and a registered fund management company with Monetary Authority of Singapore. We provide financial coaching, planning and investing advisory service to the affluent and expats in Singapore. Over the years, we are now known as a retirement specialist. |
|
| Providend |
Evelyn |
Goh |
Deputy CEO & Chief Advisory Officer |
65 6309 2488 |
WM |
evelyn_goh@providend.com |
communications@providend.com |
38 Duxton Hill |
Singapore |
|
089616 |
Singapore |
Asia |
https://www.linkedin.com/in/evelyn-goh-17168017/ |
|
2.002 |
|
|
https://www.linkedin.com/company/providend/ |
https://www.providend.com/ |
Providend is a fee-only financial advisory firm and a registered fund management company with Monetary Authority of Singapore. We provide financial coaching, planning and investing advisory service to the affluent and expats in Singapore. Over the years, we are now known as a retirement specialist. |
|
| Providend |
Moon |
Shary |
COO |
65 6309 2488 |
WM |
moon_shary@providend.com |
communications@providend.com |
38 Duxton Hill |
Singapore |
|
089616 |
Singapore |
Asia |
https://www.linkedin.com/in/moon-shary-providend-7a6251111/ |
|
2.002 |
|
|
https://www.linkedin.com/company/providend/ |
https://www.providend.com/ |
Providend is a fee-only financial advisory firm and a registered fund management company with Monetary Authority of Singapore. We provide financial coaching, planning and investing advisory service to the affluent and expats in Singapore. Over the years, we are now known as a retirement specialist. |
|
| Providend |
Cheng Chye |
Hsern |
Head of Solutions and Investment Team |
65 6309 2488 |
WM |
chyehsern_cheng@providend.com |
communications@providend.com |
38 Duxton Hill |
Singapore |
|
089616 |
Singapore |
Asia |
|
|
2.002 |
|
|
https://www.linkedin.com/company/providend/ |
https://www.providend.com/ |
Providend is a fee-only financial advisory firm and a registered fund management company with Monetary Authority of Singapore. We provide financial coaching, planning and investing advisory service to the affluent and expats in Singapore. Over the years, we are now known as a retirement specialist. |
|
| Providend |
Vincent |
Tey |
Head of Advisory Team |
65 6309 2488 |
WM |
vincent_tey@providend.com |
communications@providend.com |
38 Duxton Hill |
Singapore |
|
089616 |
Singapore |
Asia |
https://www.linkedin.com/in/vincent-tey-94ab258/ |
|
2.002 |
|
|
https://www.linkedin.com/company/providend/ |
https://www.providend.com/ |
Providend is a fee-only financial advisory firm and a registered fund management company with Monetary Authority of Singapore. We provide financial coaching, planning and investing advisory service to the affluent and expats in Singapore. Over the years, we are now known as a retirement specialist. |
|
| Providus Advisors, LLC |
Michael |
McGinley |
Founding Partner |
(480) 704-3024 |
WM |
michael@providusadvisors.com |
|
1490 S Price Rd., Suite 313 |
Chandler |
AZ |
85286 |
United States of America |
North America |
https://www.linkedin.com/in/mike-mcginley-cfp®-aif®-4626113/ |
|
|
|
|
https://www.linkedin.com/company/providus-advisors/ |
https://www.providusadvisors.com/ |
Providus Advisors is an independent 'fee-only' Registered Investment Advisor offering individuals, families, and institutions objective and sophisticated financial planning and advice. We are dedicated to serving our clients with the utmost diligence and care through relationships based on trust and understanding. Our advisors are all Certified Financial Planner™ certificants, and Accredited Investment Fiduciary® designees. |
|
| Providus Advisors, LLC |
James |
Dwyer |
Founding Partner |
(480) 704-3024 |
WM |
james@providusadvisors.com |
|
1490 S Price Rd., Suite 313 |
Chandler |
AZ |
85286 |
United States of America |
North America |
https://www.linkedin.com/in/jamesdwyercfp/ |
|
|
|
|
https://www.linkedin.com/company/providus-advisors/ |
https://www.providusadvisors.com/ |
Providus Advisors is an independent 'fee-only' Registered Investment Advisor offering individuals, families, and institutions objective and sophisticated financial planning and advice. We are dedicated to serving our clients with the utmost diligence and care through relationships based on trust and understanding. Our advisors are all Certified Financial Planner™ certificants, and Accredited Investment Fiduciary® designees. |
|
| Prudential Financial |
Charles |
Lowrey |
Chairman and CEO |
(973) 802-6000 |
WM |
charles.lowrey@prudential.com |
GlobalCommunicationsMedia@prudential.com |
751 Broad St. |
Newark |
NJ |
07102 |
United States of America |
North America |
https://www.linkedin.com/in/charles-f-lowrey-jr-4b34227/ |
|
|
|
|
https://www.linkedin.com/company/prudential-financial |
https://www.prudential.com/ |
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. |
|
| Prudential Financial |
Scott |
Sleyster |
EVP and Head of International Businesses |
(973) 802-6000 |
WM |
scott.sleyster@prudential.com |
GlobalCommunicationsMedia@prudential.com |
751 Broad St. |
Newark |
NJ |
07102 |
United States of America |
North America |
https://www.linkedin.com/in/scott-sleyster-258b164/ |
|
|
|
|
https://www.linkedin.com/company/prudential-financial |
https://www.prudential.com/ |
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. |
|
| Prudential Financial |
Timothy |
Harris |
EVP and General Counsel |
(973) 802-6000 |
WM |
timothy.harris@prudential.com |
GlobalCommunicationsMedia@prudential.com |
751 Broad St. |
Newark |
NJ |
07102 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-harris-711029a1/ |
|
|
|
|
https://www.linkedin.com/company/prudential-financial |
https://www.prudential.com/ |
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. |
|
| Prudential Financial |
Ken |
Tanji |
EVP and CFO |
(973) 802-6000 |
WM |
ken.tanji@prudential.com |
GlobalCommunicationsMedia@prudential.com |
751 Broad St. |
Newark |
NJ |
07102 |
United States of America |
North America |
https://www.linkedin.com/in/ken-tanji-018a346/ |
|
|
|
|
https://www.linkedin.com/company/prudential-financial |
https://www.prudential.com/ |
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. |
|
| Prydis |
James |
Priday |
Managing Director |
44 139 243-2431 |
WM |
jamespriday@prydis.com |
mail@prydis.com |
Senate Court, Southernhay Gardens, Exeter |
Devon |
|
EX1 1NT |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-priday-b8509013/ |
|
1.991 |
|
|
https://www.linkedin.com/company/prydis/ |
https://prydis.com/ |
Prydis are leaders in Wealth Performance Management. We integrate accountancy, legal & financial planning. Our integrated approach brings together accountancy, legal services and financial planning to maximise your financial performance. We combine the best of new and traditional methods from across the wealth performance management spectrum to create tailored solutions for our clients. |
|
| Prydis |
Bruce |
Priday |
Chairman and Managing Director |
44 139 243-2431 |
WM |
brucepriday@prydis.com |
mail@prydis.com |
Senate Court, Southernhay Gardens, Exeter |
Devon |
|
EX1 1NT |
United Kingdom |
Europe |
https://www.linkedin.com/in/bruce-priday-04a72914/ |
|
1.991 |
|
|
https://www.linkedin.com/company/prydis/ |
https://prydis.com |
Prydis are leaders in Wealth Performance Management. We integrate accountancy, legal & financial planning. Our integrated approach brings together accountancy, legal services and financial planning to maximise your financial performance. We combine the best of new and traditional methods from across the wealth performance management spectrum to create tailored solutions for our clients. |
|
| Pse Wealth Management, LLC |
Richard |
Pascuzzi |
Wealth Advisor, CoFounder |
(972) 581-3002 |
WM |
richard@psewealth.com |
info@psewealth.com |
5429 Lyndon B Johnson Fwy., Suite 750 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/richard-pascuzzi-365408a/ |
|
|
|
|
|
https://psewealth.com/ |
Pse Wealth Management is located in TX, United States and is part of the Financial Planners & Investment Advisers Industry. We understand you’re saving for all different life events: retirement, a house or simply to build wealth. We help guide you through the estate planning process to make sure you’ve thought of everything. We have the expertise to help you with everything from financial decision making to navigating the emotional journey of some of life’s most challenging events. |
|
| Pse Wealth Management, LLC |
Casey |
Pascuzzi |
Wealth Advisor, Partner |
(972) 581-3002 |
WM |
casey@psewealth.com |
info@psewealth.com |
5429 Lyndon B Johnson Fwy., Suite 750 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/caseypascuzzi/ |
|
|
|
|
|
https://psewealth.com/ |
Pse Wealth Management is located in TX, United States and is part of the Financial Planners & Investment Advisers Industry. We understand you’re saving for all different life events: retirement, a house or simply to build wealth. We help guide you through the estate planning process to make sure you’ve thought of everything. We have the expertise to help you with everything from financial decision making to navigating the emotional journey of some of life’s most challenging events. |
|
| PSP and Associates |
Scott |
Pilvinis |
Director of Client Relations |
(623) 544-3424 |
WM |
scott@pspassoc.com |
admin@pspassoc.com |
9220 W. Union Hills Dr., Suite 101 |
Peoria |
AZ |
85382 |
United States of America |
North America |
https://www.linkedin.com/in/scott-pilvinis-b58878b4/ |
|
1.996 |
|
|
https://www.linkedin.com/company/psp-&-associates/ |
https://www.pspassoc.com/ |
At PSP & Associates Retirement Wealth Strategists, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. |
|
| PSP and Associates |
Phillis |
Sax Pilvinis |
President & Founder |
(623) 544-3424 |
WM |
phillis@pspassoc.com |
admin@pspassoc.com |
9220 W. Union Hills Dr., Suite 101 |
Peoria |
AZ |
85382 |
United States of America |
North America |
https://www.linkedin.com/in/phillis-sax-pilvinis/ |
|
1.996 |
|
|
https://www.linkedin.com/company/psp-&-associates/ |
https://www.pspassoc.com/ |
At PSP & Associates Retirement Wealth Strategists, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. |
|
| Public Safety Financial/Galloway |
Mike |
Galloway |
Chief Executive Officer |
(480) 325-8668 |
WM |
411@galloway911.com |
|
1138 North Alma School Road, Suite 201 |
Mesa |
AZ |
85201 |
United States of America |
North America |
https://www.linkedin.com/in/mike-galloway-62386b17/ |
|
2.005 |
|
|
|
https://www.galloway911.com/ |
Mike Galloway, United States Marine Corps veteran and retired Mesa Police Lieutenant, started his career in Financial Services in 1999. He founded Public Safety Financial/Galloway in 2005 to address specialized issues surrounding retirement planning, investment management, DROP, and deferred compensation. We provide retirement planning and financial solutions for Police, Fire, Government Employees, their families and friends. |
|
| Public Safety Financial/Galloway |
Cindy |
Lance |
Chief Compliance Officer & Chief Financial Officer |
(480) 325-8668 |
WM |
cindy@galloway911.com |
|
1138 North Alma School Road, Suite 201 |
Mesa |
AZ |
85201 |
United States of America |
North America |
|
|
2.005 |
|
|
|
https://www.galloway911.com/ |
Mike Galloway, United States Marine Corps veteran and retired Mesa Police Lieutenant, started his career in Financial Services in 1999. He founded Public Safety Financial/Galloway in 2005 to address specialized issues surrounding retirement planning, investment management, DROP, and deferred compensation. We provide retirement planning and financial solutions for Police, Fire, Government Employees, their families and friends. |
|
| Public Safety Financial/Galloway |
Nanette |
Eberhardt |
Chief Operations Officer |
(480) 325-8668 |
WM |
nanette@galloway911.com |
|
1138 North Alma School Road, Suite 201 |
Mesa |
AZ |
85201 |
United States of America |
North America |
https://www.linkedin.com/in/nanette-eberhardt-3922b3b4/ |
|
2.005 |
|
|
|
https://www.galloway911.com/ |
Mike Galloway, United States Marine Corps veteran and retired Mesa Police Lieutenant, started his career in Financial Services in 1999. He founded Public Safety Financial/Galloway in 2005 to address specialized issues surrounding retirement planning, investment management, DROP, and deferred compensation. We provide retirement planning and financial solutions for Police, Fire, Government Employees, their families and friends. |
|
| Public Safety Financial/Galloway |
Chris |
Hoerchler |
Regional Vice President |
(480) 325-8668 |
WM |
chris@galloway911.com |
|
1138 North Alma School Road, Suite 201 |
Mesa |
AZ |
85201 |
United States of America |
North America |
https://www.linkedin.com/in/chris-hoerchler-42a091a6/ |
|
2.005 |
|
|
|
https://www.galloway911.com/ |
Mike Galloway, United States Marine Corps veteran and retired Mesa Police Lieutenant, started his career in Financial Services in 1999. He founded Public Safety Financial/Galloway in 2005 to address specialized issues surrounding retirement planning, investment management, DROP, and deferred compensation. We provide retirement planning and financial solutions for Police, Fire, Government Employees, their families and friends. |
|
| Public Safety Financial/Galloway |
Pierre |
Brachet |
Portfolio Manager |
(480) 325-8668 |
WM |
pierre@galloway911.com |
|
1138 North Alma School Road, Suite 201 |
Mesa |
AZ |
85201 |
United States of America |
North America |
|
|
2.005 |
|
|
|
https://www.galloway911.com/ |
Mike Galloway, United States Marine Corps veteran and retired Mesa Police Lieutenant, started his career in Financial Services in 1999. He founded Public Safety Financial/Galloway in 2005 to address specialized issues surrounding retirement planning, investment management, DROP, and deferred compensation. We provide retirement planning and financial solutions for Police, Fire, Government Employees, their families and friends. |
|
| Public Safety Financial/Galloway |
Mark |
McPherson |
Financial Advisor |
(480) 325-8668 |
WM |
mark@galloway911.com |
|
1138 North Alma School Road, Suite 201 |
Mesa |
AZ |
85201 |
United States of America |
North America |
|
|
2.005 |
|
|
|
https://www.galloway911.com/ |
Mike Galloway, United States Marine Corps veteran and retired Mesa Police Lieutenant, started his career in Financial Services in 1999. He founded Public Safety Financial/Galloway in 2005 to address specialized issues surrounding retirement planning, investment management, DROP, and deferred compensation. We provide retirement planning and financial solutions for Police, Fire, Government Employees, their families and friends. |
|
| Pure Financial Advisors |
Michael |
Fenison |
Founder & Chairman of the Board |
(619) 814-4100 Ext. 218 |
WM |
michael.fenison@purefinancial.com |
info@purefinancial.com |
3131 Camino Del Rio North, Suite 1550 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/michael-fenison-71a5897/ |
|
2.007 |
$2B |
|
https://www.linkedin.com/company/pure-financial-advisors/ |
https://purefinancial.com/ |
Pure Financial Advisors was founded in 2007 with a focus on tax-centric comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced rapid growth, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors.* The firm is headquartered in San Diego and has branches in Irvine, Brea and Los Angeles. Pure Financial Advisors manages over $2 billion in AUM as of 2018. |
|
| Pure Financial Advisors |
Joseph |
Anderson |
President |
(619) 814-4100 Ext. 220 |
WM |
joe.anderson@purefinancial.com |
info@purefinancial.com |
3131 Camino Del Rio North, Suite 1550 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/josephandersoncfp/ |
|
2.007 |
$2B |
|
https://www.linkedin.com/company/pure-financial-advisors/ |
https://purefinancial.com/ |
Pure Financial Advisors was founded in 2007 with a focus on tax-centric comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced rapid growth, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors.* The firm is headquartered in San Diego and has branches in Irvine, Brea and Los Angeles. Pure Financial Advisors manages over $2 billion in AUM as of 2018. |
|
| Pure Financial Advisors |
Alan |
Clopine |
CEO & CFO |
(619) 814-4100 Ext. 219 |
WM |
alan.clopine@purefinancial.com |
info@purefinancial.com |
3131 Camino Del Rio North, Suite 1550 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/alan-clopine-cpa-645620a/ |
|
2.007 |
$2B |
|
https://www.linkedin.com/company/pure-financial-advisors/ |
https://purefinancial.com/ |
Pure Financial Advisors was founded in 2007 with a focus on tax-centric comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced rapid growth, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors.* The firm is headquartered in San Diego and has branches in Irvine, Brea and Los Angeles. Pure Financial Advisors manages over $2 billion in AUM as of 2018. |
|
| Pure Financial Advisors |
Paul |
Miller |
Founder & Chief Operations Officer |
(619) 814-4100 Ext. 268 |
WM |
Paul.Miller@PureFinancial.com |
info@purefinancial.com |
3131 Camino Del Rio North, Suite 1550 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/paul-miller-ba7a154/ |
|
2.007 |
$2B |
|
https://www.linkedin.com/company/pure-financial-advisors/ |
https://purefinancial.com/ |
Pure Financial Advisors was founded in 2007 with a focus on tax-centric comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced rapid growth, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors.* The firm is headquartered in San Diego and has branches in Irvine, Brea and Los Angeles. Pure Financial Advisors manages over $2 billion in AUM as of 2018. |
|
| Pure Financial Advisors |
Matt |
Balderston |
Founding Member, Senior Financial Planner |
(619) 814-4100 Ext. 265 |
WM |
matt.balderston@purefinancial.com |
info@purefinancial.com |
3131 Camino Del Rio North, Suite 1550 |
San Diego |
CA |
92108 |
United States of America |
North America |
|
|
2.007 |
$2B |
|
https://www.linkedin.com/company/pure-financial-advisors/ |
https://purefinancial.com/ |
Pure Financial Advisors was founded in 2007 with a focus on tax-centric comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced rapid growth, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors.* The firm is headquartered in San Diego and has branches in Irvine, Brea and Los Angeles. Pure Financial Advisors manages over $2 billion in AUM as of 2018. |
|
| Purewater Capital LLC |
Austin |
Berry |
Partner | Head of Operations |
(817) 416.8680 |
WM |
aberry@purewatercapital.com |
info@purewatercapital.com |
262 Carroll Street, Suite 19 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
https://www.linkedin.com/in/m-austin-berry-3421aa2b/ |
|
|
|
|
https://www.linkedin.com/company/purewater-capital-llc/ |
https://purewatercapital.com/ |
Purewater Capital, a boutique investment firm focused on financial planning, tailored investments, and risk management strategies. |
|
| Purity Wealth Advisors |
Jonathan |
Gentile |
Financial Advisor |
(480) 307-9909 |
WM |
Jonathan.Gentile@RaymondJames.com |
|
3514 N. Power Road, Suite 126 |
Mesa |
AZ |
85215 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-d-gentile-aams-b61a7118/ |
|
2.015 |
|
|
|
https://www.raymondjames.com/puritywealthadvisors/ |
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. |
|
| Purity Wealth Advisors |
Rudy |
Eidenbock |
Financial Advisor |
(480) 307-9909 |
WM |
Rudy.Eidenbock@RaymondJames.com |
|
3514 N. Power Road, Suite 126 |
Mesa |
AZ |
85215 |
United States of America |
North America |
https://www.linkedin.com/in/rudyeidenbock/ |
|
2.015 |
|
|
|
https://www.raymondjames.com/puritywealthadvisors/ |
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. |
|
| PWA Wealth Management |
Keith |
Biskup |
VP and Financial Consultant |
(412) 931-2700 |
WM |
kbiskup@pwausa.com |
|
301 Grant St |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/keith-biskup-cfp®-a4a6945/ |
|
|
$582 million |
|
|
http://pwausa.com/ |
PWA Wealth Management is not like other financial advisors – in fact, we are redefining wealth management.
Truly personalized wealth management should be focused on your unique financial goals and does not depend on flashy advertising or one size fits all planning. Truly personalized wealth management involves first knowing you as a person and then crafting a plan to meet your unique financial situation. |
|
| PWA Wealth Management |
Michael |
Divens |
Investment Analyst |
(412) 931-2700 |
WM |
mdivens@pwausa.com |
|
301 Grant St |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/michael-divens-cfa-43701741/ |
|
|
$582 million |
|
|
http://pwausa.com/ |
PWA Wealth Management is not like other financial advisors – in fact, we are redefining wealth management.
Truly personalized wealth management should be focused on your unique financial goals and does not depend on flashy advertising or one size fits all planning. Truly personalized wealth management involves first knowing you as a person and then crafting a plan to meet your unique financial situation. |
|
| PWA Wealth Management |
Courtney |
Harding |
Compliance Officer |
(412) 931-2700 |
WM |
charding@pwausa.com |
|
301 Grant St |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/courtney-harding-3234a35b/ |
|
|
$582 million |
|
|
http://pwausa.com/ |
PWA Wealth Management is not like other financial advisors – in fact, we are redefining wealth management.
Truly personalized wealth management should be focused on your unique financial goals and does not depend on flashy advertising or one size fits all planning. Truly personalized wealth management involves first knowing you as a person and then crafting a plan to meet your unique financial situation. |
|
| PWA Wealth Management |
Joe |
Scarpo |
CEO |
(412) 931-2700 |
WM |
jscarpo@pwausa.com |
|
301 Grant St |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-scarpo-516a29142/ |
|
|
$582 million |
|
|
http://pwausa.com/ |
PWA Wealth Management is not like other financial advisors – in fact, we are redefining wealth management.
Truly personalized wealth management should be focused on your unique financial goals and does not depend on flashy advertising or one size fits all planning. Truly personalized wealth management involves first knowing you as a person and then crafting a plan to meet your unique financial situation. |
|
| PWL Capital |
James |
Parkyn |
Founder & Portfolio Manager |
(416) 203-0067 |
WM |
jparkyn@pwlcapital.com |
toronto@pwlcapital.com |
8 Wellington Street East 3rd Floor |
Toronto |
ON |
M5E 1C5 |
Canada |
North America |
https://www.linkedin.com/in/james-parkyn-9051777/ |
|
1.996 |
|
|
https://www.linkedin.com/company/pwl-capital/ |
https://www.pwlcapital.com |
PWL Capital is an established independent wealth management boutique & Multi-Family Office in Quebec and Ontario, offering Canada's most discerning individuals and families personable but sophisticated wealth management services, integrated investment management, and financial planning (tax, retirement and estate strategies) based on time-tested institutional investment principles and proven academic insights. |
|
| PWL Capital |
Justin |
Bender |
Portfolio Manager |
(416) 203-0067 |
WM |
jbender@pwlcapital.com |
toronto@pwlcapital.com |
8 Wellington Street East 3rd Floor |
Toronto |
ON |
M5E 1C5 |
Canada |
North America |
https://www.linkedin.com/in/justin-bender-cfa-cfp-195b8b27/ |
|
1.996 |
|
|
https://www.linkedin.com/company/pwl-capital/ |
https://www.pwlcapital.com |
PWL Capital is an established independent wealth management boutique & Multi-Family Office in Quebec and Ontario, offering Canada's most discerning individuals and families personable but sophisticated wealth management services, integrated investment management, and financial planning (tax, retirement and estate strategies) based on time-tested institutional investment principles and proven academic insights. |
|
| Quadcap Wealth Management LLC |
David |
Blair |
President |
(972) 818-2400 |
WM |
dblair@quadcapwm.com |
|
7790 Main Street |
Frisco |
TX |
75033 |
United States of America |
North America |
|
|
|
$215 million |
|
https://www.linkedin.com/company/quadcap-wealth-management-llc |
https://www.quadcapwm.com/ |
At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. |
|
| Quadcap Wealth Management LLC |
Cortnie |
Lomas |
Partner / SVP |
(972) 818-2400 |
WM |
clomas@quadcapwm.com |
|
7790 Main Street |
Frisco |
TX |
75033 |
United States of America |
North America |
https://www.linkedin.com/in/cortnie-lomas-b3288145/ |
|
|
$215 million |
|
https://www.linkedin.com/company/quadcap-wealth-management-llc |
https://www.quadcapwm.com/ |
At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. |
|
| Quadcap Wealth Management LLC |
Luke |
Tait |
Partner |
(972) 818-2400 |
WM |
ltait@quadcapwm.com |
|
7790 Main Street |
Frisco |
TX |
75033 |
United States of America |
North America |
https://www.linkedin.com/in/luke-tait-80a45228/ |
|
|
$215 million |
|
https://www.linkedin.com/company/quadcap-wealth-management-llc |
https://www.quadcapwm.com/ |
At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. |
|
| Quadcap Wealth Management LLC |
Megan |
Lezar |
Vice President |
(972) 818-2400 |
WM |
mlezar@quadcapwm.com |
|
7790 Main Street |
Frisco |
TX |
75033 |
United States of America |
North America |
https://www.linkedin.com/in/megan-lezar-44409484/ |
|
|
$215 million |
|
https://www.linkedin.com/company/quadcap-wealth-management-llc |
https://www.quadcapwm.com/ |
At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. |
|
| Quadrant Private Wealth |
Herman |
Rij |
Chairman / Founding Partner |
(610) 849-2740 |
WM |
hrij@quadrantpw.com |
|
2 West Market Street |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/herman-rij-695aa899/ |
|
2.014 |
|
|
https://www.linkedin.com/company/quadrant-private-wealth/ |
https://www.quadrantprivatewealth.com/ |
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. |
|
| Quadrant Private Wealth |
Jason |
Cort |
Presidnt / Founding Partner |
(610) 849-2740 |
WM |
jcort@quadrantpw.com |
|
2 West Market Street |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/jason-cort-8650a25/ |
|
2.014 |
|
|
https://www.linkedin.com/company/quadrant-private-wealth/ |
https://www.quadrantprivatewealth.com/ |
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. |
|
| Quadrant Private Wealth |
Kori |
Lannon |
Founding Partner |
(610) 849-2740 |
WM |
klannon@quadrantpw.com |
|
2 West Market Street |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/kori-lannon-75077312/ |
|
2.014 |
|
|
https://www.linkedin.com/company/quadrant-private-wealth/ |
https://www.quadrantprivatewealth.com/ |
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. |
|
| Quadrant Private Wealth |
Brian |
Cort |
Chief Administrative Officer & Founding Partner |
(610) 849-2740 |
WM |
bcort@quadrantpw.com |
|
2 West Market Street |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/brian-cort-b42418a/ |
|
2.014 |
|
|
https://www.linkedin.com/company/quadrant-private-wealth/ |
https://www.quadrantprivatewealth.com/ |
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. |
|
| Quadrant Private Wealth |
Frank |
Lawler |
COO / Partner |
(610) 849-2740 |
WM |
flawler@quadrantpw.com |
|
2 West Market Street |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/franklawler/ |
|
2.014 |
|
|
https://www.linkedin.com/company/quadrant-private-wealth/ |
https://www.quadrantprivatewealth.com/ |
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. |
|
| Quadrant Private Wealth |
Joe |
Flannery |
Private Wealth Advisor |
(610) 849-2740 |
WM |
jflannery@quadrantpw.com |
|
2 West Market Street |
Bethlehem |
PA |
18018 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-flannery-71461113/ |
|
2.014 |
|
|
https://www.linkedin.com/company/quadrant-private-wealth/ |
https://www.quadrantprivatewealth.com/ |
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients.
Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. |
|
| Quantum Capital Investments Inc. |
John |
Henek |
Owner |
(800) 895-4918 |
WM |
john@quantumcapitalinvestments.com |
|
965 W. Chicago |
Chicago |
IL |
60642 |
United States of America |
North America |
https://www.linkedin.com/in/johnhenek/ |
|
2.004 |
$21 million |
|
https://www.linkedin.com/company/quantum-capital-investments-llc |
http://quantumcapitalinvestments.com |
Quantum Capital Management Inc operates as an investment advisory firm. The Company provides portfolio management and financial planning services to private clients, family offices, public pensions, endowments, and foundations. Quantum Capital Management serves clients in the United States. |
|
| Queens Oak Advisors |
Eric |
Teal |
Chief Investment Officer / Chief Compliance Officer |
(704) 547-3100 |
WM |
eric.teal@queens-oak.com |
info@queens-oak.com |
6101 Carnegie Blvd Suite 360 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/eric-teal-22126b56/ |
|
2.009 |
|
|
https://www.linkedin.com/company/queens-oak-advisors |
https://queens-oak.com |
Queens Oak is an SEC registered investment advisor headquartered in Charlotte, NC. We offer innovative and intelligently designed planning solutions and investment products for high net worth and institutional clients that leverage the comparative advantages through Discipline, People and Risk Management. |
|
| Queens Oak Advisors |
Leila |
Evans |
Director of Client Service, Senior Client Advisor |
(704) 547-3100 |
WM |
leila.evans@queens-oak.com |
info@queens-oak.com |
6101 Carnegie Blvd Suite 360 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/leila-evans-6a1a4014/ |
|
2.009 |
|
|
https://www.linkedin.com/company/queens-oak-advisors |
https://queens-oak.com |
Queens Oak is an SEC registered investment advisor headquartered in Charlotte, NC. We offer innovative and intelligently designed planning solutions and investment products for high net worth and institutional clients that leverage the comparative advantages through Discipline, People and Risk Management. |
|
| Quest Capital Management, Inc. |
Dennis |
Moore |
Chief Operating Officer |
(214) 691-6090 Ext. 2233 |
WM |
dennis.moore@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/dennisjmoore/ |
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quest Capitol Management, Inc. |
Kalita |
Blessing |
Wealth Advisor |
(214) 691-6090 |
WM |
kalita.blessing@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/kalitablessing/ |
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quest Capitol Management, Inc. |
Robert |
Cox |
Wealth Advisor |
(214) 691-6090 |
WM |
robert.cox@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
|
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quest Capitol Management, Inc. |
Jerrod |
Dawson |
Chief Investment Officer, Quest |
(214) 691-6090 |
WM |
jerrod.dawson@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/jerrod-dawson-cfa-aa118a3/ |
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quest Capitol Management, Inc. |
Chandler |
Ferguson |
Wealth Advisor |
(214) 691-6090 |
WM |
chandler.ferguson@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/chandler-ferguson-cfp®-cima®-6463766/ |
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quest Capitol Management, Inc. |
Carl |
Kunhardt |
Wealth Advisor |
(214) 691-6090 |
WM |
carl.kunhardt@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/carlkunhardt/ |
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quest Capitol Management, Inc. |
Chris |
Young |
Wealth Advisor |
(214) 691-6090 |
WM |
chris.young@questadvisor.com |
info@questadvisor.com |
8117 Preston Road, Suite 700 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/chrisyoung2/ |
|
1.987 |
$925M |
|
https://www.linkedin.com/company/quest-capital-management-inc./ |
http://www.questadvisor.com/ |
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. |
|
| Quinn Financial Planning, LLC |
Timothy |
Quinn |
Owner |
(708) 586-7001 |
WM |
tquinn@quinnfp.com |
tquinn@quinnfp.com |
9501 W. 144th Place, Suite 300E |
Orland Park |
IL |
60462 |
United States of America |
North America |
https://www.linkedin.com/in/quinnfinlplng/ |
|
2.007 |
$100M |
|
|
https://www.quinnfp.com/ |
Quinn Financial Planning, a Comprehensive Financial Planning and Investment Management firm. Our Asset Management services include explanation, adjustments, and discipline. First we understand your needs and risk tolerance, then we recommend investment solutions. We can help you achieve your retirement goals by analyzing your assets and investments and making sure you’re on track. We can also review wills and trusts for possible improvements. |
|
| QV Investors Inc. |
Joel |
Jugovic |
President, CEO & CIO |
(403) 265-7007 Ext. 228 |
WM |
jjugovic@qvinvestors.com |
info@qvinvestors.com |
222-3rd Avenue SW Suite 1008 |
Calgary |
AB |
T2P 0B4 |
Canada |
North America |
https://www.linkedin.com/in/joe-jugovic-95b899134/ |
|
1.996 |
$14.8B |
|
https://www.linkedin.com/company/qv-investors-inc-/ |
https://qvinvestors.com/ |
QV Investors Inc. is an independent, Canadian investment manager committed to providing excellence in security selection, portfolio management and client communication. Founded in 1996, QV stands for "Quality" and "Value". These characteristics resonate through our firm's culture and investment principles; from the analysis of our investments to the competitive fees that we offer to our clients. |
|
| QV Investors Inc. |
Ian |
Cooke |
VP & Portfolio Manager |
(403) 265-7007 Ext. 231 |
WM |
icooke@qvinvestors.com |
info@qvinvestors.com |
222-3rd Avenue SW Suite 1008 |
Calgary |
AB |
T2P 0B4 |
Canada |
North America |
https://www.linkedin.com/in/ian-cooke-3277114a/ |
|
1.996 |
$14.8B |
|
https://www.linkedin.com/company/qv-investors-inc-/ |
https://qvinvestors.com/ |
QV Investors Inc. is an independent, Canadian investment manager committed to providing excellence in security selection, portfolio management and client communication. Founded in 1996, QV stands for "Quality" and "Value". These characteristics resonate through our firm's culture and investment principles; from the analysis of our investments to the competitive fees that we offer to our clients. |
|
| QV Investors Inc. |
Steven |
Kim |
Portfolio Manager |
(403) 265-7007 Ext. 237 |
WM |
skim@qvinvestors.com |
info@qvinvestors.com |
222-3rd Avenue SW Suite 1008 |
Calgary |
AB |
T2P 0B4 |
Canada |
North America |
https://www.linkedin.com/in/steven-kim-5485151b/ |
|
1.996 |
$14.8B |
|
https://www.linkedin.com/company/qv-investors-inc-/ |
https://qvinvestors.com/ |
QV Investors Inc. is an independent, Canadian investment manager committed to providing excellence in security selection, portfolio management and client communication. Founded in 1996, QV stands for "Quality" and "Value". These characteristics resonate through our firm's culture and investment principles; from the analysis of our investments to the competitive fees that we offer to our clients. |
|
| R. M. Davis, Inc. |
Robert |
Malcolm Davis |
Founder and CEO |
(207) 774-0022 |
WM |
rdavis@rmdavis.com |
contact@rmdavis.com |
24 City Center |
Portland |
ME |
04101 |
United States of America |
North America |
|
|
1.978 |
$3,090 million |
|
https://www.linkedin.com/company/r-m-davis-inc-/ |
http://www.rmdavis.com/our-firm |
R. M. Davis, Inc. operates as a wealth management firm. The Company offers portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. R. M. Davis serves customers in the United States and New England. |
|
| R. M. Davis, Inc. |
Geoffrey |
Knight Alexander |
President |
(207) 774-0022 |
WM |
geoff@rmdavis.com |
contact@rmdavis.com |
24 City Center |
Portland |
ME |
04101 |
United States of America |
North America |
|
|
1.978 |
$3,090 million |
|
https://www.linkedin.com/company/r-m-davis-inc-/ |
http://www.rmdavis.com/our-firm |
R. M. Davis, Inc. operates as a wealth management firm. The Company offers portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. R. M. Davis serves customers in the United States and New England. |
|
| R. M. Davis, Inc. |
Wendy |
Allard Laidlaw |
VP, COO, Chief Compliance Officer, and Portfolio Manager |
(207) 774-0022 |
WM |
laidlaw@rmdavis.com |
contact@rmdavis.com |
24 City Center |
Portland |
ME |
04101 |
United States of America |
North America |
|
|
1.978 |
$3,090 million |
|
https://www.linkedin.com/company/r-m-davis-inc-/ |
http://www.rmdavis.com/our-firm |
R. M. Davis, Inc. operates as a wealth management firm. The Company offers portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. R. M. Davis serves customers in the United States and New England. |
|
| R. M. Davis, Inc. |
Dana |
Mitiguy |
Vice President & Portfolio Manager |
(207) 774-0022 |
WM |
dmitiguy@rmdavis.com |
contact@rmdavis.com |
24 City Center |
Portland |
ME |
04101-4069 |
United States of America |
North America |
|
|
1.978 |
$3.4B |
|
https://www.linkedin.com/company/r-m-davis-inc-/ |
http://www.rmdavis.com/our-firm |
R. M. Davis, Inc. operates as a wealth management firm. The Company offers portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. R. M. Davis serves customers in the United States and New England. |
|
| R. M. Davis, Inc. |
Scot |
Draeger |
Wealth Management |
(207) 774-0022 |
WM |
sdraeger@rmdavis.com |
contact@rmdavis.com |
24 City Center |
Portland |
ME |
04101-4069 |
United States of America |
North America |
|
|
1.978 |
$3.4B |
|
https://www.linkedin.com/company/r-m-davis-inc-/ |
http://www.rmdavis.com/our-firm |
R. M. Davis, Inc. operates as a wealth management firm. The Company offers portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. R. M. Davis serves customers in the United States and New England. |
|
| R. W. Rogé & Co., Inc. |
Rosanne |
Rogé |
Managing Director |
(631) 218-0077 |
WM |
rosanne@rwroge.com |
info@rwroge.com |
One Corporate Drive Suite 101 |
Bohemia |
NY |
11716 |
United States of America |
North America |
https://www.linkedin.com/in/rosanne-rogé-713398b/ |
|
1.986 |
|
|
https://www.linkedin.com/company/r-w-roge-&-company-inc- |
https://www.rwroge.com/ |
R.W. Rogé & Company of Long Island, New York, is one of the nation’s most highly regarded wealth management firms.
We are a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients, and our services are always provided in your best interest. Our expertise in financial planning and investment advisory allows us to provide unbiased advice on planning your future. |
|
| R.C. Thornton & Associates |
Chuck |
Thornton |
Founder and Manager |
(602) 678-7067 |
WM |
chuck@rcthornton.com |
info@rcthornton.com |
1730 East Northern Avenue, Suite 120 |
Phoenix |
AZ |
85020 |
United States of America |
North America |
https://www.linkedin.com/in/chuckthornton/ |
|
1.983 |
|
|
https://www.linkedin.com/company/r-c-thornton-&-associates-llc-cpa's/ |
http://www.rcthornton.com/ |
At R.C. Thornton & Associates, we recognize the special needs that wealth generates. Our team provides non-investment individualized solutions to help you maintain and grow your wealth for your own enjoyment and reward. In addition, we want to help you protect your assets from undeserving creditors or excessive tax liabilities so you can preserve and transfer your wealth to your beneficiaries. Just as important as the growth of your wealth is its preservation for your beneficiaries. Without proper tax planning, the Internal Revenue Service could be the primary beneficiary of your estate. It’s not unheard of for the government agency to take as much as fifty-five percent of what you spent your life accumulating. Our focus is to minimize taxes while providing maximum flexibility and control of your assets during your lifetime. |
|
| R.E. Wealth Advisors, LLC |
Patrick |
Dean |
CEO |
(954) 998-4415 |
WM |
patrick@rewealthadvisors.com |
info@rewealthadvisors.com |
Tower 110 110 SE 6th Street 17th floor |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-dean-6a0497a/ |
|
2.014 |
|
|
https://www.linkedin.com/company/rewealthadvisors/ |
http://www.rewealthadvisors.com/ |
We are a diversified platform with distinct business lines, alternative equity and debt investment structures. We are in the business of acquiring multi-family properties to operate for our clients’ future, which is rooted in legacy. |
|
| R.E. Wealth Advisors, LLC |
Andrew |
Guzik |
Executive Director |
(954) 998-4415 |
WM |
andrew@rewealthadvisors.com |
info@rewealthadvisors.com |
Tower 110 110 SE 6th Street 17th floor |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/andrewguzik/ |
|
2.014 |
|
|
https://www.linkedin.com/company/rewealthadvisors/ |
http://www.rewealthadvisors.com/ |
We are a diversified platform with distinct business lines, alternative equity and debt investment structures. We are in the business of acquiring multi-family properties to operate for our clients’ future, which is rooted in legacy. |
|
| R.E. Wealth Advisors, LLC |
Patrick |
Dean |
CEO |
(954) 998-4415 |
WM |
patrick@rewealthadvisors.com |
info@rewealthadvisors.com |
Tower 110 110 SE 6th Street 17th floor |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-dean-6a0497a/ |
|
2.014 |
|
|
https://www.linkedin.com/company/rewealthadvisors |
https://www.rewealthadvisors.com/ |
We are a diversified platform with distinct business lines, alternative equity and debt investment structures. We are in the business of acquiring multi-family properties to operate for our clients’ future, which is rooted in legacy. |
|
| R.W. Rogé & Company, Inc. |
Rosanne |
Rogé |
Managing Director |
(631) 218-0077 |
WM |
rosanne@rwroge.com |
info@rwroge.com |
One Corporate Drive Suite 101 |
Bohemia |
NY |
11716 |
United States of America |
North America |
https://www.linkedin.com/in/rosanne-rogé-713398b/ |
|
1.986 |
$222M |
|
https://www.linkedin.com/company/r-w-roge-&-company-inc-/ |
https://www.rwroge.com/ |
R.W. Rogé & Company of Long Island, New York, is one of the nation’s most highly regarded wealth management firms.
We are a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients, and our services are always provided in your best interest. Our expertise in financial planning and investment advisory allows us to provide unbiased advice on planning your future. |
|
| R|W Investment Management, LLC |
Ryan |
Warwick |
Investment Advisor & Principal |
(208) 297-5445 |
WM |
ryan@investrw.com |
info@rathbonewarwick.com |
101 S. Capitol Blvd., Suite 1701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-warwick-cfa-78bb4413/ |
|
1.997 |
$665M |
|
https://www.linkedin.com/company/rathbone-warwick-investment-management/ |
https://investrw.com/ |
R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. R|W Investment Management is a fully independent Registered Investment Adviser (RIA) drawing on over three decades of investment stewardship in Idaho. As an RIA we are held to a fiduciary standard, to always act in the best interest of our clients. |
|
| R|W Investment Management, LLC |
Raleigh |
Ann Vachek |
Investment Advisor & Principal |
(208) 297-5445 |
WM |
raleigh@investrw.com |
info@rathbonewarwick.com |
101 S. Capitol Blvd., Suite 1701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/raleigh-vachek-cfp®-9806371b/ |
|
1.997 |
$665M |
|
https://www.linkedin.com/company/rathbone-warwick-investment-management/ |
https://investrw.com/ |
R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. R|W Investment Management is a fully independent Registered Investment Adviser (RIA) drawing on over three decades of investment stewardship in Idaho. As an RIA we are held to a fiduciary standard, to always act in the best interest of our clients. |
|
| R|W Investment Management, LLC |
Kimberly |
Lambert Jacques |
Investment Advisor & Principal |
(208) 297-5445 |
WM |
kim@investrw.com |
info@rathbonewarwick.com |
101 S. Capitol Blvd., Suite 1701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/kimberly-jaques-cfp®-2276381b/ |
|
1.997 |
$665M |
|
https://www.linkedin.com/company/rathbone-warwick-investment-management/ |
https://investrw.com/ |
R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. R|W Investment Management is a fully independent Registered Investment Adviser (RIA) drawing on over three decades of investment stewardship in Idaho. As an RIA we are held to a fiduciary standard, to always act in the best interest of our clients. |
|
| R|W Investment Management, LLC |
Melissa |
Warwick |
Investment Advisor & Principal |
(208) 297-5445 |
WM |
melissa@investrw.com |
info@rathbonewarwick.com |
101 S. Capitol Blvd., Suite 1701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/melissa-warwick-cfa-1600531b/ |
|
1.997 |
$665M |
|
https://www.linkedin.com/company/rathbone-warwick-investment-management/ |
https://investrw.com/ |
R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. R|W Investment Management is a fully independent Registered Investment Adviser (RIA) drawing on over three decades of investment stewardship in Idaho. As an RIA we are held to a fiduciary standard, to always act in the best interest of our clients. |
|
| R|W Investment Management, LLC |
Lisa |
Jo Sievers |
Investment Advisor |
(208) 297-5445 |
WM |
lisa@investrw.com |
info@rathbonewarwick.com |
101 S. Capitol Blvd., Suite 1701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-sievers-fpqp™-6296371b/ |
|
1.997 |
$665M |
|
https://www.linkedin.com/company/rathbone-warwick-investment-management/ |
https://investrw.com/ |
R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. R|W Investment Management is a fully independent Registered Investment Adviser (RIA) drawing on over three decades of investment stewardship in Idaho. As an RIA we are held to a fiduciary standard, to always act in the best interest of our clients. |
|
| R|W Investment Management, LLC |
Devin |
Geddings |
Investment Advisor |
(208) 297-5445 |
WM |
devin@investrw.com |
info@rathbonewarwick.com |
101 S. Capitol Blvd., Suite 1701 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/devin-geddings-cfp®-04557739/ |
|
1.997 |
$665M |
|
https://www.linkedin.com/company/rathbone-warwick-investment-management/ |
https://investrw.com/ |
R|W Investment Management is a fee-based financial planning and investment management firm headquartered in Boise, Idaho and serving families nationwide. Our advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter and serve as trusted stewards to help you preserve and grow your wealth. R|W Investment Management is a fully independent Registered Investment Adviser (RIA) drawing on over three decades of investment stewardship in Idaho. As an RIA we are held to a fiduciary standard, to always act in the best interest of our clients. |
|
| Raa Wealth Management |
John |
Bentley |
CEO |
(800) 321-9123 |
WM |
jbentley@raa.com |
|
15725 Dallas Parkway Suite 220 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/john-bentley-7089131/ |
|
|
|
|
https://www.linkedin.com/company/raa-financial-advisors/ |
https://www.raa.com/ |
RAA is one of the nation’s largest independent registered investment advisors, specializing in the unique challenges and goals of airline pilots and their families. We provide personal solutions for retirement planning, investment management, estate planning, survivor assistance, and insurance guidance. |
|
| Raa Wealth Management |
Jeremy |
Merchant |
Chief Investment Officer |
(800) 321-9123 |
WM |
jmerchant@raa.com |
|
15725 Dallas Parkway Suite 220 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-merchant-cima®-596369101/ |
|
|
|
|
https://www.linkedin.com/company/raa-financial-advisors/ |
https://www.raa.com/ |
RAA is one of the nation’s largest independent registered investment advisors, specializing in the unique challenges and goals of airline pilots and their families. We provide personal solutions for retirement planning, investment management, estate planning, survivor assistance, and insurance guidance. |
|
| Raa Wealth Management |
Kenneth |
Mills Jr |
Partner |
(800) 321-9123 |
WM |
kmills@raa.com |
|
15725 Dallas Parkway Suite 220 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/ken-mills-72878720/ |
|
|
|
|
https://www.linkedin.com/company/raa-financial-advisors/ |
https://www.raa.com/ |
RAA is one of the nation’s largest independent registered investment advisors, specializing in the unique challenges and goals of airline pilots and their families. We provide personal solutions for retirement planning, investment management, estate planning, survivor assistance, and insurance guidance. |
|
| Raaga Holdings Pte Ltd. |
Ronil |
Sujan |
Co-Founder & CEO |
|
WM |
ronil@raaga.com.sg |
|
8 Eu Tong Sen Street , 14-94 The Central |
Singapore |
|
059818 |
Singapore |
Asia |
https://www.linkedin.com/in/ronilsujan/ |
Technology, Financials, E-Commerce, Education, Healthcare, Consumer, Real Estate |
2.013 |
|
|
|
http://raaga.com.sg/ |
Raaga Holdings is in the business of Wealth - creation and preservation. We work closely as independent strategic advisors with driven entrepreneurs and asset managers as well as with family offices in formulating and implementing , value unlocking , asset allocation and alternative investment strategies.
We believe entrepreneurs can shape the future of the world. We want to partner with passionate and energetic entrepreneurs who have the drive to change the future in select sustainable and high impact sectors. Technology excites us. We look for entrepreneurs who envision technology as a means to disrupt sectors such as Financials, E-Commerce, Education, Healthcare, Consumer, Real Estate and so on. We think technology holds the highest potential to shape our lives in a new future. |
|
| Raaga Holdings Pte Ltd. |
Reshma |
Lalvani Sujan |
Co-Founder & Managing Director |
|
WM |
reshma@raaga.com.sg |
|
8 Eu Tong Sen Street , 14-94 The Central |
Singapore |
|
059818 |
Singapore |
Asia |
https://www.linkedin.com/in/reshma-lalvani-sujan-91a7913/ |
Technology, Financials, E-Commerce, Education, Healthcare, Consumer, Real Estate |
2.013 |
|
|
|
http://raaga.com.sg/ |
Raaga Holdings is in the business of Wealth - creation and preservation. We work closely as independent strategic advisors with driven entrepreneurs and asset managers as well as with family offices in formulating and implementing , value unlocking , asset allocation and alternative investment strategies.
We believe entrepreneurs can shape the future of the world. We want to partner with passionate and energetic entrepreneurs who have the drive to change the future in select sustainable and high impact sectors. Technology excites us. We look for entrepreneurs who envision technology as a means to disrupt sectors such as Financials, E-Commerce, Education, Healthcare, Consumer, Real Estate and so on. We think technology holds the highest potential to shape our lives in a new future. |
|
| Radnor Financial Advisors, LLC |
Carl |
Rosenfeld |
Managing Partner & Chief Operating Officer |
(610) 975-0287 |
WM |
carl.rosenfeld@radnorfinancial.com |
radnor@radnorfinancial.com |
485 Devon Park Drive, Suite 119 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/carlrosenfeldcpa/ |
|
1.989 |
$1.4B |
|
https://www.linkedin.com/company/radnor-financial-advisors/ |
http://www.radnorfinancial.com/ |
An independent, fee-only, wealth management firm in the Philadelphia area - founded over 25 years ago. Our firm specializes in providing value based financial planning and investment management services. Our mission: Committed to Positively Impacting Our Clients’ Lives. We strive to remove the stress and worry of financial decisions through comprehensive financial planning and independent, objective advice so our clients can achieve financial independence and focus on their professional and personal lives. |
|
| Radnor Financial Advisors, LLC |
Michael |
Mattise |
Managing Partner, President & Chief Investment Officer |
(610) 975-0285 |
WM |
mike.mattise@radnorfinancial.com |
radnor@radnorfinancial.com |
485 Devon Park Drive, Suite 119 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/michaelmattisecfp/ |
|
1.989 |
$1.4B |
|
https://www.linkedin.com/company/radnor-financial-advisors/ |
http://www.radnorfinancial.com/ |
An independent, fee-only, wealth management firm in the Philadelphia area - founded over 25 years ago. Our firm specializes in providing value based financial planning and investment management services. Our mission: Committed to Positively Impacting Our Clients’ Lives. We strive to remove the stress and worry of financial decisions through comprehensive financial planning and independent, objective advice so our clients can achieve financial independence and focus on their professional and personal lives. |
|
| Rae & Lipskie Investment Counsel Inc. |
Ken |
Rae |
Chairman & CEO |
(519) 578-6849 x325 |
WM |
Ken@RaeLipskie.com |
leslie@raelipskie.com |
20 Erb St West Suite 201 |
Waterloo |
ON |
N2L 1T2 |
Canada |
North America |
|
|
1.989 |
$1B |
|
https://www.linkedin.com/company/the-raelipskie-partnership/ |
https://raelipskie.com/ |
As your Private Wealth Managers, RaeLipskie Partnership creates and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives. We strongly believe in a client-first approach; we listen and put our experience to work for you. |
|
| Rae & Lipskie Investment Counsel Inc. |
Brian |
Lipskie |
President |
(519) 578-6849 x324 |
WM |
Brian@RaeLipskie.com |
leslie@raelipskie.com |
20 Erb St West Suite 201 |
Waterloo |
ON |
N2L 1T2 |
Canada |
North America |
https://www.linkedin.com/in/brianlipskie/ |
|
1.989 |
$1B |
|
https://www.linkedin.com/company/the-raelipskie-partnership/ |
https://raelipskie.com/ |
As your Private Wealth Managers, RaeLipskie Partnership creates and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives. We strongly believe in a client-first approach; we listen and put our experience to work for you. |
|
| Rae & Lipskie Investment Counsel Inc. |
Ted |
Brough |
Chief Investments Officer |
(519) 578-6849 x330 |
WM |
Ted@RaeLipskie.com |
leslie@raelipskie.com |
20 Erb St West Suite 201 |
Waterloo |
ON |
N2L 1T2 |
Canada |
North America |
|
|
1.989 |
$1B |
|
https://www.linkedin.com/company/the-raelipskie-partnership/ |
https://raelipskie.com/ |
As your Private Wealth Managers, RaeLipskie Partnership creates and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives. We strongly believe in a client-first approach; we listen and put our experience to work for you. |
|
| Rae & Lipskie Investment Counsel Inc. |
Rick |
Vanderme |
Deputy Chief Investment Officer |
(519) 578-6849 x326 |
WM |
Rick@RaeLipskie.com |
leslie@raelipskie.com |
20 Erb St West Suite 201 |
Waterloo |
ON |
N2L 1T2 |
Canada |
North America |
https://www.linkedin.com/in/rickvandermey/ |
|
1.989 |
$1B |
|
https://www.linkedin.com/company/the-raelipskie-partnership/ |
https://raelipskie.com/ |
As your Private Wealth Managers, RaeLipskie Partnership creates and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives. We strongly believe in a client-first approach; we listen and put our experience to work for you. |
|
| RAF Wealth Advisors |
Randall |
Renneisen |
Executive Vice President / Wealth Management, Financial Advisor |
(302) 428-1815 |
WM |
rrenneisen@janney.com |
rafgroup@janney.com |
20 Montchanin Road, Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/randall-l-renneisen/ |
|
|
|
|
|
https://advisor.janney.com/rafwealthadvisors/ |
RAF Wealth Advisors strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. |
|
| RAF Wealth Advisors |
Andrew |
Alcarese |
First Vice President/Wealth Management, Financial Advisor |
(302) 428-1815 |
WM |
aalcarese@janney.com |
rafgroup@janney.com |
20 Montchanin Road, Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-alcarese-96156911/ |
|
|
|
|
|
https://advisor.janney.com/rafwealthadvisors/ |
RAF Wealth Advisors strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. |
|
| RAF Wealth Advisors |
Robert |
Fischer |
Vice President / Wealth Management, Financial Advisor |
(302) 428-1819 |
WM |
rfischer@janney.com |
rafgroup@janney.com |
20 Montchanin Road, Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/robert-fischer-03b260140/ |
|
|
|
|
|
https://advisor.janney.com/rafwealthadvisors/ |
RAF Wealth Advisors strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. |
|
| RAF Wealth Advisors |
Dana |
Wilkins |
Senior Registered Private Client Associate, Business Productivity Specialist |
(302) 304-8003 |
WM |
dwilkins@janney.com |
rafgroup@janney.com |
20 Montchanin Road, Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.janney.com/rafwealthadvisors/ |
RAF Wealth Advisors strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. |
|
| RAF Wealth Advisors |
Susan |
McDermott |
Senior Registered Private Client Associate |
(302) 428-1816 |
WM |
smcdermott@janney.com |
rafgroup@janney.com |
20 Montchanin Road, Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/susan-mcdermott-bba4762a/ |
|
|
|
|
|
https://advisor.janney.com/rafwealthadvisors/ |
RAF Wealth Advisors strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. |
|
| RAF Wealth Advisors |
Donna |
Marioni |
Senior Private Client Associate |
(302) 304-8004 |
WM |
dmarioni@janney.com |
rafgroup@janney.com |
20 Montchanin Road, Suite 120 |
Greenville |
DE |
19807 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.janney.com/rafwealthadvisors/ |
RAF Wealth Advisors strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. |
|
| Raffa Wealth Management, LLC |
Tom |
Raffa |
CoFounder and Principal |
(202) 955-6734 |
WM |
tom@raffa.com |
|
2020 K Street, NW, Suite 740 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/tomraffa/ |
|
2.005 |
$435M |
|
https://www.linkedin.com/company/raffa-wealth-management-llc/ |
https://raffawealth.com/ |
Raffa Wealth Management, LLC (RWM) is an Independent Registered Investment Advisor (RIA) that has been performing investment advisory services for non-profit organizations, for-profit entities, and individuals since 2005.
RWM's mission is to empower non-profit leadership, executives, and individuals to make better decisions about their investments. We seek to achieve this by bringing much-needed clarity, transparency, and accountability to the investing process. |
|
| Raffa Wealth Management, LLC |
Dennis |
Gogarty |
President, Principal, CoFounder |
(202) 955-6734 |
WM |
dennis@raffawealth.com |
|
2020 K Street, NW, Suite 740 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/dennis-gogarty-b539921/ |
|
2.005 |
$435M |
|
https://www.linkedin.com/company/raffa-wealth-management-llc/ |
https://raffawealth.com/ |
Raffa Wealth Management, LLC (RWM) is an Independent Registered Investment Advisor (RIA) that has been performing investment advisory services for non-profit organizations, for-profit entities, and individuals since 2005.
RWM's mission is to empower non-profit leadership, executives, and individuals to make better decisions about their investments. We seek to achieve this by bringing much-needed clarity, transparency, and accountability to the investing process. |
|
| Raffa Wealth Management, LLC |
Mark |
Murphy |
Chief Investment Officer |
(202) 955-8484 |
WM |
mark@raffawealth.com |
|
2020 K Street, NW, Suite 740 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/mark-murphy-cfa-014589b/ |
|
2.005 |
$435M |
|
https://www.linkedin.com/company/raffa-wealth-management-llc/ |
https://raffawealth.com/ |
Raffa Wealth Management, LLC (RWM) is an Independent Registered Investment Advisor (RIA) that has been performing investment advisory services for non-profit organizations, for-profit entities, and individuals since 2005.
RWM's mission is to empower non-profit leadership, executives, and individuals to make better decisions about their investments. We seek to achieve this by bringing much-needed clarity, transparency, and accountability to the investing process. |
|
| Raffa Wealth Management, LLC |
Dennis |
Gogarty |
President |
(202) 955-6734 |
WM |
dennis@raffawealth.com |
|
2020 K Street, NW, Suite 740 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/dennis-gogarty-b539921/ |
|
2.005 |
$435M |
|
https://www.linkedin.com/company/raffa-wealth-management-llc/ |
https://raffawealth.com/ |
Raffa Wealth Management, LLC (RWM) is an Independent Registered Investment Advisor (RIA) that has been performing investment advisory services for non-profit organizations, for-profit entities, and individuals since 2005.
RWM's mission is to empower non-profit leadership, executives, and individuals to make better decisions about their investments. We seek to achieve this by bringing much-needed clarity, transparency, and accountability to the investing process. |
|
| Raintree Wealth Partners |
Allan |
Lorenzi |
Wealth Advisor & Partner |
(480) 203-2377 |
WM |
alorenzi@wfafinet.com |
info@raintreewp.com |
8350 East Raintree Drive, Suite 250 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/allen-lorenzi-232505/ |
|
2.020 |
$325M |
alorenzi@wfafinet.com |
|
https://www.raintreewp.com/ |
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. |
|
| Raintree Wealth Partners |
Ira |
Shapiro |
Wealth Advisor & Partner |
(480) 717-4095 |
WM |
ira@raintreewp.com |
info@raintreewp.com |
8350 East Raintree Drive, Suite 250 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/iramshapiro/ |
|
2.020 |
$325M |
|
|
https://www.raintreewp.com/ |
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. |
|
| Raintree Wealth Partners |
Michael |
Walker |
Wealth Advisor & Partner |
(480) 471-5454 |
WM |
mike@raintreewp.com |
info@raintreewp.com |
8350 East Raintree Drive, Suite 250 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/michael-j-walker-cfp®-08362850/ |
|
2.020 |
$325M |
|
|
https://www.raintreewp.com/ |
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. |
|
| Raintree Wealth Partners |
Deborah |
Perea |
Operations Manager |
(480) 374-1670 |
WM |
deborah@raintreewp.com |
info@raintreewp.com |
8350 East Raintree Drive, Suite 250 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
2.020 |
$325M |
|
|
https://www.raintreewp.com/ |
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. |
|
| Ramsey Crookall |
Neal |
Crookal |
Chairman |
44 162 467-3171 |
WM |
ncrookall@rc.im |
info@ramseycrookall.com |
38-42 Athol Street |
Douglas |
Isle of Man |
IM1 1QH |
United Kingdom |
Europe |
|
|
1.946 |
|
|
https://www.linkedin.com/company/ramsey-crookall/ |
https://ramseycrookall.com/ |
Ramsey Crookall was established in 1946 and is the Isle of Man's longest established independent firm of stockbrokers and investment managers. Over the decades we have developed considerable expertise in offering a bespoke service to our private and institutional clients, trusts and pension funds. |
|
| Ramsey Crookall |
Joanna |
Crookal |
CEO |
44 162 467-3171 |
WM |
jcrookall@rc.im |
info@ramseycrookall.com |
38-42 Athol Street |
Douglas |
Isle of Man |
IM1 1QH |
United Kingdom |
Europe |
|
|
1.946 |
|
|
https://www.linkedin.com/company/ramsey-crookall/ |
https://ramseycrookall.com/ |
Ramsey Crookall was established in 1946 and is the Isle of Man's longest established independent firm of stockbrokers and investment managers. Over the decades we have developed considerable expertise in offering a bespoke service to our private and institutional clients, trusts and pension funds. |
|
| Ramsey Crookall |
David |
Harding |
Managing Director |
44 162 467-3171 |
WM |
dharding@rc.im |
info@ramseycrookall.com |
38-42 Athol Street |
Douglas |
Isle of Man |
IM1 1QH |
United Kingdom |
Europe |
https://www.linkedin.com/in/david-harding-40b19626/ |
|
1.946 |
|
|
https://www.linkedin.com/company/ramsey-crookall/ |
https://ramseycrookall.com/ |
Ramsey Crookall was established in 1946 and is the Isle of Man's longest established independent firm of stockbrokers and investment managers. Over the decades we have developed considerable expertise in offering a bespoke service to our private and institutional clients, trusts and pension funds. |
|
| Ramsey Crookall |
Michael |
Deering |
Executive Director |
44 162 467-3171 |
WM |
mdeering@rc.im |
info@ramseycrookall.com |
38-42 Athol Street |
Douglas |
Isle of Man |
IM1 1QH |
United Kingdom |
Europe |
https://www.linkedin.com/in/michael-deering-76667919/ |
|
1.946 |
|
|
https://www.linkedin.com/company/ramsey-crookall/ |
https://ramseycrookall.com/ |
Ramsey Crookall was established in 1946 and is the Isle of Man's longest established independent firm of stockbrokers and investment managers. Over the decades we have developed considerable expertise in offering a bespoke service to our private and institutional clients, trusts and pension funds. |
|
| Ramsey Crookall |
Stuart |
Cowan |
Senior Investment Director |
44 162 467-3171 |
WM |
scowan@rc.im |
info@ramseycrookall.com |
38-42 Athol Street |
Douglas |
Isle of Man |
IM1 1QH |
United Kingdom |
Europe |
https://www.linkedin.com/in/stuart-cowan-275a5346/ |
|
1.946 |
|
|
https://www.linkedin.com/company/ramsey-crookall/ |
https://ramseycrookall.com/ |
Ramsey Crookall was established in 1946 and is the Isle of Man's longest established independent firm of stockbrokers and investment managers. Over the decades we have developed considerable expertise in offering a bespoke service to our private and institutional clients, trusts and pension funds. |
|
| Rand & Associates |
Russ |
Roberson |
VP/Business Development |
(415) 500-6708 |
WM |
rroberson@randwealth.com |
inquiries@randwealth.com |
49 Stevenson Street, Suite 1075 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/russ-roberson-30ab1148/ |
|
|
|
|
|
https://www.randwealth.com |
|
|
| Rapport Financial |
Aaron |
Hattenbach |
Founder and Managing Member |
(415) 964-1704 |
WM |
aaron@rapportfinancial.com |
info@rapportfinancial.com |
2 Embarcadero Center 8th floor |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/aaronhattenbach/ |
|
|
$40B |
|
|
https://rapportfinancial.com/ |
Rapport Financial is a registered investment advisory firm providing financial planning and wealth management services to technology industry professionals and physicians. |
|
| Raroque Wealth Management |
Ronnie |
Raroque |
Owner |
(415) 566-2600 |
WM |
ronnie.raroque@lpl.com |
|
3755 Balboa Street |
San Francisco |
CA |
94121 |
United States of America |
North America |
https://www.linkedin.com/in/ronnie-raroque-1a3aa11/ |
|
|
|
|
|
http://www.rwm-sf.com/ |
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. |
|
| Raub Brock Capital Management |
Richard |
Alpert |
Managing Partner & Portfolio Manager |
(415) 927-6990 |
WM |
richard@raubbrock.com |
investing@raubbrock.com |
700 Larkspur Landing Circle Suite 240 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/richard-alpert-94552282/ |
|
2.001 |
|
|
https://www.linkedin.com/company/raub-brock-capital-management/ |
http://www.raubbrock.com/ |
Raub Brock Capital Management is an independent, nationwide, SEC Registered Investment Advisor firm led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. Our primary objective is to help our clients manage their financial lives and make the best use of their resources. |
|
| Raub Brock Capital Management |
David |
Raub |
Founding Advisor & Investment Committee Member |
(415) 927-6990 |
WM |
investing@raubbrock.com |
investing@raubbrock.com |
700 Larkspur Landing Circle Suite 240 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/david-raub-53b9559/ |
|
2.001 |
|
|
https://www.linkedin.com/company/raub-brock-capital-management/ |
http://www.raubbrock.com/ |
Raub Brock Capital Management is an independent, nationwide, SEC Registered Investment Advisor firm led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. Our primary objective is to help our clients manage their financial lives and make the best use of their resources. |
|
| Raymond James Financial |
Paul |
Reilly |
Chairman & CEO |
(727) 567-1000 |
WM |
paul.reilly@raymondjames.com |
|
880 Carillon Parkway |
St Petersburg |
FL |
33716 |
United States of America |
North America |
https://www.linkedin.com/in/paul-reilly-36290b/ |
|
1.962 |
$110B |
|
https://www.linkedin.com/company/raymond-james-financial-inc-/ |
https://www.raymondjames.com/ |
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). |
|
| Raymond James Financial |
Bella |
Loykhter Allaire |
EVP of Technology & Operations |
(727) 567-1000 |
WM |
bella.allaire@raymondjames.com |
|
880 Carillon Parkway |
St Petersburg |
FL |
33716 |
United States of America |
North America |
https://www.linkedin.com/in/bella-allaire-278508/ |
|
1.962 |
$110B |
|
https://www.linkedin.com/company/raymond-james-financial-inc-/ |
https://www.raymondjames.com/ |
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). |
|
| Raymond James Financial |
John |
Carson Jr |
President |
(727) 567-1000 |
WM |
john.carson@raymondjames.com |
|
880 Carillon Parkway |
St Petersburg |
FL |
33716 |
United States of America |
North America |
https://www.linkedin.com/in/john-carson-96593034/ |
|
1.962 |
$110B |
|
https://www.linkedin.com/company/raymond-james-financial-inc-/ |
https://www.raymondjames.com/ |
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). |
|
| Raymond James Financial |
Jonathan |
Santelli |
EVP and General Counsel |
(727) 567-1000 |
WM |
jonathan.santelli@raymondjames.com |
|
880 Carillon Parkway |
St Petersburg |
FL |
33716 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-santelli-3114a82/ |
|
1.962 |
$110B |
|
https://www.linkedin.com/company/raymond-james-financial-inc-/ |
https://www.raymondjames.com/ |
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). |
|
| Raymond James Financial |
Brian |
Nestor |
SVP |
(727) 567-1000 |
WM |
brian.nestor@raymondjames.com |
|
880 Carillon Parkway |
St Petersburg |
FL |
33716 |
United States of America |
North America |
https://www.linkedin.com/in/brian-nestor-64454811a/ |
|
1.962 |
$110B |
|
https://www.linkedin.com/company/raymond-james-financial-inc-/ |
https://www.raymondjames.com/ |
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). |
|
| RBC PH&N Investment Council |
Vijay |
Parmar |
President |
(416) 956-9618 |
WM |
vijay.parmar@rbc.com |
|
155 Wellington St West 17th Floor |
Toronto |
ON |
M5V 3H1 |
Canada |
North America |
https://www.linkedin.com/in/vijay-parmar-cpa-ca-5838a819/ |
|
1.964 |
$52B |
|
https://www.linkedin.com/company/rbc-wealth-management-ph&n-investment-counsel/about/ |
http://www.rbcphnic.com |
RBC PH&N Investment Counsel. As one of Canada's premier investment counselling boutiques, our discretionary wealth management services go beyond traditional wealth management to help our high-net-worth clients grow and preserve their wealth now and for the next generation. |
|
| RBC Wealth Management |
Janet |
Engels |
Director of Portfolio Advisory Group,
U.S. Equities |
(612) 371-2811 |
WM |
janet.engels@rbc.com |
RBCCComments@rbc.com |
RBC Plaza 60 South Sixth Street |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/janet-engels-83b02512/ |
|
1.869 |
$74.6B |
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://www.rbcwealthmanagement.com/us/en/ |
RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. In addition, it offers a cloud-based investment platform that gives access to private equity and hedge funds across sectors and stages to financial advisors and clients. |
|
| RBC Wealth Management |
George |
Sirigotis |
Managing Director / Financial Advisor |
(561) 691-5300 |
WM |
george.sirigotis@rbc.com |
|
3801 PGA Boulevard, Suite 801 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/georgesirigotis/ |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/palmbeachgardens/ |
At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us. |
|
| RBC Wealth Management |
Kirstin |
Turner |
Senior Managing Director - Complex Director |
(561) 691-5300 |
WM |
kirstin.turner@rbc.com |
|
3801 PGA Boulevard, Suite 801 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/kirstin-turner-36b958a/ |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/palmbeachgardens/ |
At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us. |
|
| RBC Wealth Management |
Mark |
Cannon |
Senior Vice President, Branch Director, Senior Portfolio Manager - Portfolio Focus |
(866) 544-0438 |
WM |
mark.cannon@rbc.com |
|
1013 Centre Road, Suite 400 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/markcannonrbc/ |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/wilmington/ |
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security. |
|
| RBC Wealth Management |
Michael |
Armstrong |
CEO |
(612) 371-2811 |
WM |
michael.armstrong@rbc.com |
RBCCComments@rbc.com |
RBC Plaza 60 South Sixth Street |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/michaelarmstrong34/ |
|
1.869 |
$74.6B |
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://www.rbcwealthmanagement.com/ |
RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. In addition, it offers a cloud-based investment platform that gives access to private equity and hedge funds across sectors and stages to financial advisors and clients. |
|
| RBC Wealth Management |
George |
Gero |
Managing Director, Financial Advisor, Senior Consulting Group |
(612) 371-2811 |
WM |
george.gero@rbc.com |
RBCCComments@rbc.com |
RBC Plaza 60 South Sixth Street |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/georgegero/ |
|
1.869 |
$74.6B |
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://www.rbcwealthmanagement.com/ |
RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. In addition, it offers a cloud-based investment platform that gives access to private equity and hedge funds across sectors and stages to financial advisors and clients. |
|
| RBC Wealth Management Branch - Chicago |
Justin |
Ferdula |
Senior Managing Director - Complex Director |
(312) 559-3000 |
WM |
justin.ferdula@rbc.com |
justin.ferdula@rbc.com |
111 S Wacker Dr., Suite 3200 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/justin-ferdula-cfp®-3691703b/ |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/chicago/ |
RBC Wealth Management is one of the nation’s leading investment, advisory and wealth management firms, with a reputation for integrity and stability, a dedication to client and advisor satisfaction, and a culture that is different—but in that difference lies strength. We’re redefining what you can expect from a full-service investment firm, with the resources you can expect at an industry leader coupled with a service-focused culture that means you can always find someone to lend a hand when you need it. |
|
| RBC Wealth Management Branch - Phoenix |
Michael |
Armstrong |
CEO |
(602) 381-5300 |
WM |
michael.armstrong@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/michaelarmstrong34/ |
|
1.858 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/phoenix/ |
RBC Wealth Management-U.S. has roots over a century deep in our numerous regional firms from coast to coast that came together through thoughtful acquisitions to become one of the largest wealth management firms in the country. In 2001, our company, operating under the name Dain Rauscher, was acquired by the Royal Bank of Canada. This alliance positioned us to continue our long history of growth and client service. We began our current chapter in 2008 when we became RBC Wealth Management. Today we are a company with global resources , yet we retain the values and culture clients have sought from us since our story began in 1858. |
|
| RBC Wealth Management Branch - Phoenix |
Tom |
Sagissor |
President |
(602) 381-5300 |
WM |
thomas.sagissor@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-sagissor-7224618b/ |
|
1.858 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/phoenix/ |
RBC Wealth Management-U.S. has roots over a century deep in our numerous regional firms from coast to coast that came together through thoughtful acquisitions to become one of the largest wealth management firms in the country. In 2001, our company, operating under the name Dain Rauscher, was acquired by the Royal Bank of Canada. This alliance positioned us to continue our long history of growth and client service. We began our current chapter in 2008 when we became RBC Wealth Management. Today we are a company with global resources , yet we retain the values and culture clients have sought from us since our story began in 1858. |
|
| RBC Wealth Management Branch - Phoenix |
Amit |
Sahasrabudhe |
COO |
(602) 381-5300 |
WM |
amit.sahasrabudhe@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/amit-sahasrabudhe-2674711/ |
|
1.858 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/phoenix/ |
RBC Wealth Management-U.S. has roots over a century deep in our numerous regional firms from coast to coast that came together through thoughtful acquisitions to become one of the largest wealth management firms in the country. In 2001, our company, operating under the name Dain Rauscher, was acquired by the Royal Bank of Canada. This alliance positioned us to continue our long history of growth and client service. We began our current chapter in 2008 when we became RBC Wealth Management. Today we are a company with global resources , yet we retain the values and culture clients have sought from us since our story began in 1858. |
|
| RBC Wealth Management Branch - Phoenix |
Glen |
Hatch |
Senior Managing Director - Complex Director |
(602) 381-5300 |
WM |
glen.hatch@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/glen-hatch-01a18a3/ |
|
1.858 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://us.rbcwealthmanagement.com/phoenix/ |
RBC Wealth Management-U.S. has roots over a century deep in our numerous regional firms from coast to coast that came together through thoughtful acquisitions to become one of the largest wealth management firms in the country. In 2001, our company, operating under the name Dain Rauscher, was acquired by the Royal Bank of Canada. This alliance positioned us to continue our long history of growth and client service. We began our current chapter in 2008 when we became RBC Wealth Management. Today we are a company with global resources , yet we retain the values and culture clients have sought from us since our story began in 1858. |
|
| RCL Advisors, LLC |
Barbara |
Raasch |
Partner & Founding Member |
(212) 452-5900 |
WM |
braasch@rcladvisors.com |
info@rcladvisors.com |
One Grand Central Place, 60 East 42nd St., Suite 2400 |
New York |
NY |
10165 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-raasch/ |
|
2.007 |
$1.4B |
braasch@wealthenhancement.com |
https://www.linkedin.com/company/rcl-advisors-llc |
https://www.rcladvisors.com/ |
We are happy to announce that RCL Advisors has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients. |
|
| RCL Advisors, LLC |
William |
Cafero |
Partner & Founding Member |
(212) 452-5900 |
WM |
wcafero@rcladvisors.com |
info@rcladvisors.com |
One Grand Central Place, 60 East 42nd St., Suite 2400 |
New York |
NY |
10165 |
United States of America |
North America |
https://www.linkedin.com/in/billcafero/ |
|
2.007 |
$1.4B |
wcafero@wealthenhancement.com |
https://www.linkedin.com/company/rcl-advisors-llc |
https://www.rcladvisors.com/ |
We are happy to announce that RCL Advisors has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients. |
|
| RCM Wealth Advisors |
Robert |
Schwartz |
Partner |
(866) 903-1822 |
WM |
bschwartz@rcmfs.com |
info@rcmfs.com |
318 W. Adams Suite 1300A |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/bobbyschwartz/ |
|
|
$154 million |
|
https://www.linkedin.com/company/rcm-financial-services |
http://rcmwa.com |
RCM Wealth Advisors is an independent, employee-owned boutique firm that offers a wide array of financial services. Our expert staff comes from a variety of backgrounds, with experience at large financial organizations across the globe, yet we all have one thing in common: The belief that the financial services industry should be founded on trust and accountability. Guided by that belief, we provide our clients with the tools, insight, and elite personal service needed to succeed in today’s ever-changing fiscal landscape through 6 different divisions. |
|
| RCM Wealth Advisors |
Michael |
Cavanaugh |
Partner |
(866) 903-1822 |
WM |
mcavanaugh@rcmfs.com |
info@rcmfs.com |
318 W. Adams Suite 1300A |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-cavanaugh-3866ba7/ |
|
|
$154 million |
|
https://www.linkedin.com/company/rcm-financial-services |
http://rcmwa.com |
RCM Wealth Advisors is an independent, employee-owned boutique firm that offers a wide array of financial services. Our expert staff comes from a variety of backgrounds, with experience at large financial organizations across the globe, yet we all have one thing in common: The belief that the financial services industry should be founded on trust and accountability. Guided by that belief, we provide our clients with the tools, insight, and elite personal service needed to succeed in today’s ever-changing fiscal landscape through 6 different divisions. |
|
| Reason Financial Advisors, Inc. |
Patrick |
Doland |
Principal |
(847) 205-9501 |
WM |
pdoland@reasonfinancial.com |
info@reasonfinancial.com |
350 Pfingsten Rd., Suite 108 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/patrickdoland/ |
|
|
|
|
|
https://reasonfinancial.com/ |
Reason Financial Advisors, LLC is an independent, fee-only financial advisory firm. We specialize in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs. Our mission is to assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them. |
|
| Reason Financial Advisors, Inc. |
Mark |
Gilbert |
Principal |
(847) 205-9501 |
WM |
mgilbert@reasonfinancial.com |
info@reasonfinancial.com |
350 Pfingsten Rd., Suite 108 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/markgilbertcpa/ |
|
|
|
|
|
https://reasonfinancial.com/ |
Reason Financial Advisors, LLC is an independent, fee-only financial advisory firm. We specialize in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs. Our mission is to assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them. |
|
| Red Crane Wealth Management |
Jeff |
Wu |
Managing Partner, Wealth Advisor |
(415) 316-0978, Mob: (805) 895-8258 |
WM |
jeff@redcranewealth.com |
|
529 Commercial St #300 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-wu-cfp®-665006b/ |
|
|
|
|
https://www.linkedin.com/company/red-crane-wealth-management/ |
http://www.redcranewealth.com/ |
Red Crane Wealth Management was established with a vision of building enduring client partnerships and a drive to deliver exceptional service. |
|
| Red Crane Wealth Management |
Brent |
Woolsey |
Managing Partner, Wealth Advisor |
(415) 316-0982, Mob: (415) 812-4975 |
WM |
brent@redcranewealth.com |
|
529 Commercial St #300 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/brent-woolsey-cfp®-crpc®-1707438/ |
|
|
|
|
https://www.linkedin.com/company/red-crane-wealth-management/ |
http://www.redcranewealth.com/ |
Red Crane Wealth Management was established with a vision of building enduring client partnerships and a drive to deliver exceptional service. |
|
| Red Door Wealth Management, LLC |
Fred |
Hiatt |
COO |
(901) 681-0018 |
WM |
fred@reddoorwealth.com |
hello@reddoorwealth.com |
756 Ridge Lake Blvd |
Memphis |
TN |
38120 |
United States of America |
North America |
https://www.linkedin.com/in/fred-hiatt-784b5720/ |
|
|
$105M |
|
https://www.linkedin.com/company/red-door-wealth-management/ |
http://reddoorwealth.com/ |
At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world. As a trusted advisor, we attend to our clientele by providing personal solutions to address their financial challenges. Our asset management philosophy is built on the desire to preserve wealth and ensure that it has a lasting impact for our clients and their families. |
|
| Red Door Wealth Management, LLC |
John |
Phillips |
Chief Investment Officer |
(901) 681-0018 |
WM |
john@reddoorwealth.com |
hello@reddoorwealth.com |
756 Ridge Lake Blvd |
Memphis |
TN |
38120 |
United States of America |
North America |
https://www.linkedin.com/in/john-phillips-v-cfa-cfp®-1637181b/ |
|
|
$105M |
|
https://www.linkedin.com/company/red-door-wealth-management/ |
http://reddoorwealth.com/ |
At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world. As a trusted advisor, we attend to our clientele by providing personal solutions to address their financial challenges. Our asset management philosophy is built on the desire to preserve wealth and ensure that it has a lasting impact for our clients and their families. |
|
| Red Door Wealth Management, LLC |
Doug |
Wright |
CFO & Founding Member |
(901) 681-0018 |
WM |
dwright@cannonwrightblount.com |
hello@reddoorwealth.com |
756 Ridge Lake Blvd |
Memphis |
TN |
38120 |
United States of America |
North America |
|
|
|
$105M |
|
https://www.linkedin.com/company/red-door-wealth-management/ |
http://reddoorwealth.com/ |
At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world. As a trusted advisor, we attend to our clientele by providing personal solutions to address their financial challenges. Our asset management philosophy is built on the desire to preserve wealth and ensure that it has a lasting impact for our clients and their families. |
|
| Red Door Wealth Management, LLC |
Jud |
Cannon |
Founding Member |
(901) 681-0018 |
WM |
jcannon@cannonwrightblount.com |
hello@reddoorwealth.com |
756 Ridge Lake Blvd |
Memphis |
TN |
38120 |
United States of America |
North America |
|
|
|
$105M |
|
https://www.linkedin.com/company/red-door-wealth-management/ |
http://reddoorwealth.com/ |
At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world. As a trusted advisor, we attend to our clientele by providing personal solutions to address their financial challenges. Our asset management philosophy is built on the desire to preserve wealth and ensure that it has a lasting impact for our clients and their families. |
|
| Red Sky Capital |
Timothy |
Lazaris |
Founder & CIO |
(416) 642-2209 |
WM |
tim@redskycm.com |
info@redskycm.com |
130 King Street West Suite 2210 |
Toronto |
ON |
M5X 1E4 |
Canada |
North America |
https://www.linkedin.com/in/timothy-lazaris-78076042/ |
|
2.010 |
$200M |
|
https://www.linkedin.com/company/red-sky-capital-management-ltd. |
https://www.redskycm.com/ |
Red Sky Capital Management Ltd. was established in March 2010 and is a Registered Fund Manager under the supervision of the Ontario Securities Commission. Our offices are located in The Exchange Tower, in the heart of the financial district of Toronto, Canada. Red Sky is very pleased to have PowerOne Asset Management Ltd, a division of PowerOne Capital Markets Ltd, as a strategic partner. PowerOne Capital Markets Ltd. has over 15 years of capital markets experience as one of Canada's most successful merchant bankers in Precious Metals and Mining. |
|
| Redwood Grove Wealth Management |
Tanya |
Shaw Steinhofer |
Principal |
(415) 737-5003 |
WM |
tanya@redwoodgrovewm.com |
|
100 Larkspur Landing, Suite 110 |
Larkspur |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/tanyasteinhofer/ |
|
2.009 |
$27M |
|
https://www.linkedin.com/company/redwood-grove-wealth-management |
https://redwoodgrovewm.com/ |
Redwood Grove Wealth Management is an independent, fee-only financial planning firm based in Marin County, California. Our mission is to enable clients to live fulfilling lives by exploring and integrating their core values and dreams into their financial plan. We offer holistic financial planning covering all aspects of a client’s financial life, such as investment, tax, insurance, retirement, college and estate planning. Our focus is on helping women of all ages, families with young children and those interested in sustainable/socially responsible investing (SRI) and philanthropy. Redwood Grove is a California-state registered investment advisor and a certified Marin/Bay Area Green Business. |
|
| Redwood Wealth Advisors LLC |
Michael |
McLane |
Director of Financial Planning |
(732) 417-5384 |
WM |
mmclane@redwoodwealthadvisors.com |
|
110 Fieldcrest Ave, Suite 20, 3rd Floor |
Edison |
NJ |
08837 |
United States of America |
North America |
https://www.linkedin.com/in/michaelmclane1/ |
|
2.013 |
|
|
https://www.linkedin.com/company/redwood-wealth-advisors/ |
http://www.redwoodwealthadvisors.com/ |
Redwood Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. Wealth management combines financial planning and asset management. We believe that these two together need to be used to reach financial success. |
|
| Redwood Wealth Advisors LLC |
Dennis |
Gunn |
Certified Financial Planner |
(732) 417-5394 |
WM |
dgunn@htk.com |
|
110 Fieldcrest Ave, Suite 20, 3rd Floor |
Edison |
NJ |
08837 |
United States of America |
North America |
https://www.linkedin.com/in/dennisrgunn/ |
|
2.013 |
|
|
https://www.linkedin.com/company/redwood-wealth-advisors/ |
http://www.redwoodwealthadvisors.com/ |
Redwood Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. Wealth management combines financial planning and asset management. We believe that these two together need to be used to reach financial success. |
|
| Redwood Wealth Advisors LLC |
Michael |
Gorman |
Legal Advisor |
Direct: (908) 306-6720, Mobile: (973) 908-1089 |
WM |
mgorman@essexcapitaladvisors.com |
|
110 Fieldcrest Ave, Suite 20, 3rd Floor |
Edison |
NJ |
08837 |
United States of America |
North America |
https://www.linkedin.com/in/michael-j-gorman-jd-cpa-clu-chfc-b4500219/ |
|
2.013 |
|
|
https://www.linkedin.com/company/redwood-wealth-advisors/ |
http://www.redwoodwealthadvisors.com/ |
Redwood Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. Wealth management combines financial planning and asset management. We believe that these two together need to be used to reach financial success. |
|
| Redwood Wealth Management |
Raj |
Chokski |
Partner, Wealth Manager |
(678) 527-2800 |
WM |
raj@redwoodwm.com |
info@redwoodwm.com |
200 Milton Park 11175 Cicero Drive, Suite 650 |
Alpharetta |
GA |
30022 |
United States of America |
North America |
https://www.linkedin.com/in/raj-chokshi-02a6101 |
|
|
$91M |
|
https://www.linkedin.com/company/redwoodwmg |
http://www.redwoodwm.com |
Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. |
|
| Redwood Wealth Management |
Shawn |
Meade |
Partner, Wealth Manager |
(678) 527-2800 |
WM |
shawn@redwoodwm.com |
info@redwoodwm.com |
200 Milton Park 11175 Cicero Drive, Suite 650 |
Alpharetta |
GA |
30022 |
United States of America |
North America |
https://www.linkedin.com/in/shawnmeade/ |
|
|
$91M |
|
https://www.linkedin.com/company/redwoodwmg |
http://www.redwoodwm.com |
Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. |
|
| Redwood Wealth Management |
Lane |
Steinberger |
Partner, Chief Investment Officer |
(678) 527-2800 |
WM |
lane@redwoodwm.com |
info@redwoodwm.com |
200 Milton Park 11175 Cicero Drive, Suite 650 |
Alpharetta |
GA |
30022 |
United States of America |
North America |
https://www.linkedin.com/in/lanesteinberger/ |
|
|
$91M |
|
https://www.linkedin.com/company/redwoodwmg |
http://www.redwoodwm.com |
Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. |
|
| Reech AiM (Alternative Investment Management) |
Christophe |
Reech |
Owner, Chairman & CEO |
44 207 650 1860 |
WM |
christophe.reech@reechcorp.com |
contact@reechcorp.com |
1 Knightsbridge Green |
London |
|
SW1X 7NE |
United Kingdom |
Europe |
https://www.linkedin.com/in/christophereech/ |
|
2.006 |
$645M |
|
https://www.linkedin.com/company/reech-corporations-group |
https://www.reechaim.com/ |
Reech Corporations Group is an investment powerhouse that ensures long-term value through disrupting and redeveloping the foundations of a sector. By targeting inefficiencies and market fragmentation, and nourishing companies to grow and scale, we create long-term value - for companies and investors. |
|
| Regal Wealth Advisors LLC |
Michael |
Zimmerman |
President and Founder |
Text Only: (717) 297-1698 |
WM |
mike@tnsfg.com |
office@regal-wealth.com |
190 Cocalico Creek Rd. |
Stevens |
PA |
17578 |
United States of America |
North America |
https://www.linkedin.com/in/michael-n-mike-zimmerman-03779a6/ |
|
|
|
|
https://www.linkedin.com/company/regal-wealth-advisors-llc/ |
https://regal-wealth.com/ |
Regal Wealth Advisors is providing ife Planning and Wealth Management Strategies for Eastern PA, Sarasota FL and Beyond. We are a passionate team of individuals who enjoy solving problems and addressing your financial health and well-being. Your success inspires us to continue providing creative, tailored solutions for current and potential clients alike. We’re advocates of actively managing your finances, with risk management ranking high on our list of priorities. As we work together, we strive to understand your interests as well as the concerns that keep you up at night. |
|
| Regal Wealth Advisors LLC |
John |
Packer |
Small Business Director |
(717) 838-3178 |
WM |
john@regal-wealth.com |
office@regal-wealth.com |
190 Cocalico Creek Rd. |
Stevens |
PA |
17578 |
United States of America |
North America |
https://www.linkedin.com/in/john-w-packer-cpa-63371912/ |
|
|
|
|
https://www.linkedin.com/company/regal-wealth-advisors-llc/ |
https://regal-wealth.com/ |
Regal Wealth Advisors is providing ife Planning and Wealth Management Strategies for Eastern PA, Sarasota FL and Beyond. We are a passionate team of individuals who enjoy solving problems and addressing your financial health and well-being. Your success inspires us to continue providing creative, tailored solutions for current and potential clients alike. We’re advocates of actively managing your finances, with risk management ranking high on our list of priorities. As we work together, we strive to understand your interests as well as the concerns that keep you up at night. |
|
| Regal Wealth Advisors LLC |
Kelly |
Weaver |
Registered Paraplanner |
(717) 838-3178 |
WM |
kelly@tnsfg.com |
office@regal-wealth.com |
190 Cocalico Creek Rd. |
Stevens |
PA |
17578 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/regal-wealth-advisors-llc/ |
https://regal-wealth.com/ |
Regal Wealth Advisors is providing ife Planning and Wealth Management Strategies for Eastern PA, Sarasota FL and Beyond. We are a passionate team of individuals who enjoy solving problems and addressing your financial health and well-being. Your success inspires us to continue providing creative, tailored solutions for current and potential clients alike. We’re advocates of actively managing your finances, with risk management ranking high on our list of priorities. As we work together, we strive to understand your interests as well as the concerns that keep you up at night. |
|
| Regal Wealth Advisors LLC |
Samantha |
Hoover |
Office Assistant |
(717) 838-3178 |
WM |
sam@tnsfg.com |
office@regal-wealth.com |
190 Cocalico Creek Rd. |
Stevens |
PA |
17578 |
United States of America |
North America |
https://www.linkedin.com/in/samantha-hoover-a38774147/ |
|
|
|
|
https://www.linkedin.com/company/regal-wealth-advisors-llc/ |
https://regal-wealth.com/ |
Regal Wealth Advisors is providing ife Planning and Wealth Management Strategies for Eastern PA, Sarasota FL and Beyond. We are a passionate team of individuals who enjoy solving problems and addressing your financial health and well-being. Your success inspires us to continue providing creative, tailored solutions for current and potential clients alike. We’re advocates of actively managing your finances, with risk management ranking high on our list of priorities. As we work together, we strive to understand your interests as well as the concerns that keep you up at night. |
|
| Regency Investment Advisors, Inc. |
Daniel |
Ray |
President and Client Advisor |
(559) 438-2640 |
WM |
dray@regencyinvests.com |
|
1312 W Herndon Ave., Suite 101 |
Fresno |
CA |
93711 |
United States of America |
North America |
|
|
|
$275M |
|
|
https://regencyinvests.com/ |
At Regency, we’re dedicated to establishing and promoting the financial wellbeing of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future. Financial Planning is much more than investing; it considers all the pieces of your financial life, from budgeting and retirement planning, to saving for education and managing taxes. Understanding how to bring all the pieces of your financial life together is a challenging task. |
|
| Regency Investment Advisors, Inc. |
Stephen |
Guinn |
Vice President |
(559) 438-2640 |
WM |
sguinn@regencyinvests.com |
|
1312 W Herndon Ave., Suite 101 |
Fresno |
CA |
93711 |
United States of America |
North America |
|
|
|
$275M |
|
|
https://regencyinvests.com/ |
At Regency, we’re dedicated to establishing and promoting the financial wellbeing of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future. Financial Planning is much more than investing; it considers all the pieces of your financial life, from budgeting and retirement planning, to saving for education and managing taxes. Understanding how to bring all the pieces of your financial life together is a challenging task. |
|
| Regency Wealth Management, LLC |
Andrew |
Aran |
Managing Partner |
(201) 447-5850 |
WM |
aaran@regencywealth.com |
info@regencywealth.com |
500 North Franklin Turnpike, Suite 212 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/andrewaran/ |
|
2.004 |
$300M |
|
https://www.linkedin.com/company/regency-wealth-management/ |
https://www.regencywealth.com/ |
Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available. Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. |
|
| Regency Wealth Management, LLC |
Timothy |
Parker |
Managing Partner |
(201) 447-5850 |
WM |
tparker@regencywealth.com |
info@regencywealth.com |
500 North Franklin Turnpike, Suite 212 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/parkertim/ |
|
2.004 |
$300M |
|
https://www.linkedin.com/company/regency-wealth-management/ |
https://www.regencywealth.com/ |
Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available. Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. |
|
| Regency Wealth Management, LLC |
Mark |
Reitsma |
Managing Partner |
(201) 447-5850 |
WM |
mreitsma@regencywealth.com |
info@regencywealth.com |
500 North Franklin Turnpike, Suite 212 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/mark-d-reitsma-cfp®-cmfc-b736559/ |
|
2.004 |
$300M |
|
https://www.linkedin.com/company/regency-wealth-management/ |
https://www.regencywealth.com/ |
Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available. Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. |
|
| Regency Wealth Management, LLC |
Bryan |
Kabot |
Partner |
(201) 447-5850 |
WM |
bkabot@regencywealth.com |
info@regencywealth.com |
500 North Franklin Turnpike, Suite 212 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-d-kabot-cfp®-aams®-8554864/ |
|
2.004 |
$300M |
|
https://www.linkedin.com/company/regency-wealth-management/ |
https://www.regencywealth.com/ |
Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available. Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. |
|
| Regency Wealth Management, LLC |
Mark |
Andraos |
Associate Portfolio Manager |
(201) 447-5850 |
WM |
mandraos@regencywealth.com |
info@regencywealth.com |
500 North Franklin Turnpike, Suite 212 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/mandraos2/ |
|
2.004 |
$300M |
|
https://www.linkedin.com/company/regency-wealth-management/ |
https://www.regencywealth.com/ |
Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available. Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. |
|
| Regency Wealth Management, LLC |
Beverly |
Schaaf |
Executive Assistant |
(201) 447-5850 |
WM |
bschaaf@regencywealth.com |
info@regencywealth.com |
500 North Franklin Turnpike, Suite 212 |
Ramsey |
NJ |
07446 |
United States of America |
North America |
https://www.linkedin.com/in/beverly-schaaf-42796559/ |
|
2.004 |
$300M |
|
https://www.linkedin.com/company/regency-wealth-management/ |
https://www.regencywealth.com/ |
Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available. Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. |
|
| RegentAtlantic |
Christopher |
Cordaro |
Partner, Chief Investment Officer and Wealth Advisor |
(973) 425-8420 x207 |
WM |
ccordaro@regentatlantic.com |
info@regentatlantic.com |
60 Columbia Road Building A, Suite 300 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/cordaro/ |
|
1.982 |
|
|
https://www.linkedin.com/company/regentatlantic-capital-llc |
https://regentatlantic.com/ |
RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. |
|
| RegentAtlantic |
Tyrel |
Holston |
Chief Marketing Officer |
(973) 425-8420 x262 |
WM |
tholston@regentatlantic.com |
info@regentatlantic.com |
60 Columbia Road Building A, Suite 300 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/tyrel-elle-holston-48622433/ |
|
1.982 |
|
|
https://www.linkedin.com/company/regentatlantic-capital-llc |
https://regentatlantic.com/ |
RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. |
|
| RegentAtlantic |
Jennifer |
Papadopolo |
Partner and COO |
(973) 425-8420 x206 |
WM |
jpapadopolo@regentatlantic.com |
info@regentatlantic.com |
60 Columbia Road Building A, Suite 300 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-papadopolo-10a7136/ |
|
1.982 |
|
|
https://www.linkedin.com/company/regentatlantic-capital-llc |
https://regentatlantic.com/ |
RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. |
|
| RegentAtlantic |
George |
Stapleton |
Partner and CEO |
(973) 425-8420 x245 |
WM |
gstapleton@regentatlantic.com |
info@regentatlantic.com |
60 Columbia Road Building A, Suite 300 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/georgestapleton/ |
|
1.982 |
|
|
https://www.linkedin.com/company/regentatlantic-capital-llc |
https://regentatlantic.com/ |
RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. |
|
| Rehmann Financial |
Frederick |
Schaard |
Principal and Director |
(517) 316-2400 |
WM |
Fred.Schaard@rehmann.com |
info@rehmann.com |
1500 W. Big Beaver Road |
Troy |
MI |
48044 |
United States of America |
North America |
https://www.linkedin.com/in/fred-schaard-b808941a/ |
|
1.941 |
$3,038 million |
|
https://www.linkedin.com/company/rehmann/ |
https://www.rehmann.com/ |
Rehmann is a fully integrated financial services firm of CPAs and consultants, wealth advisors and corporate investigators. We're dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally, and offer a cross-functional team approach that gives clients direct access to a professional in any available service. |
|
| Rehmann Financial |
Jeffrey |
Phillips |
Chief Investment Officer and Director of Operations |
(772) 234-8484 |
WM |
Jeffrey.Phillips@rehmann.com |
info@rehmann.com |
1500 W. Big Beaver Road |
Troy |
MI |
48044 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-phillips-cfa-cpa-3178565/ |
|
1.941 |
$3,038 million |
|
https://www.linkedin.com/company/rehmann/ |
https://www.rehmann.com/ |
Rehmann is a fully integrated financial services firm of CPAs and consultants, wealth advisors and corporate investigators. We're dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally, and offer a cross-functional team approach that gives clients direct access to a professional in any available service. |
|
| Reich Asset Management, LLC |
Eric |
Reich |
President & Founder |
(609) 486-5073 |
WM |
eric@reichassetmanagement.com |
|
110 Roosevelt Boulevard, Suite 2W |
Marmora |
NJ |
08223 |
United States of America |
North America |
https://www.linkedin.com/in/t-eric-reich-cima-r-cfp-r-clu-r-chfc-r-a3011322/ |
|
2.012 |
|
|
https://www.linkedin.com/company/reich-asset-management-llc/ |
https://www.reichassetmanagement.com/ |
At Reich Asset Management, we are committed to serving the families of Cape May and Atlantic counties by educating and empowering them to reach their financial and life goals. Within many families, two of life’s financial hurdles center around college planning and planning for retirement. We often hear, “Can I afford to send my children to college?” or “When can I retire and live the life I want to live?” Reich Asset Management has helped hundreds of clients accomplish both these hurdles and reach an Enjoyable Retirement. |
|
| Reich Asset Management, LLC |
Kyle |
McClure |
Financial Advisor |
(609) 486-5073 |
WM |
kyle@reichassetmanagement.com |
|
110 Roosevelt Boulevard, Suite 2W |
Marmora |
NJ |
08223 |
United States of America |
North America |
https://www.linkedin.com/in/mcclurekyle/ |
|
2.012 |
|
|
https://www.linkedin.com/company/reich-asset-management-llc/ |
https://www.reichassetmanagement.com/ |
At Reich Asset Management, we are committed to serving the families of Cape May and Atlantic counties by educating and empowering them to reach their financial and life goals. Within many families, two of life’s financial hurdles center around college planning and planning for retirement. We often hear, “Can I afford to send my children to college?” or “When can I retire and live the life I want to live?” Reich Asset Management has helped hundreds of clients accomplish both these hurdles and reach an Enjoyable Retirement. |
|
| Reich Asset Management, LLC |
Amy |
Mahon |
Director of Operations & Marketing |
(609) 486-5073 |
WM |
amy@reichassetmanagement.com |
|
110 Roosevelt Boulevard, Suite 2W |
Marmora |
NJ |
08223 |
United States of America |
North America |
https://www.linkedin.com/in/amy-mahon-21977537/ |
|
2.012 |
|
|
https://www.linkedin.com/company/reich-asset-management-llc/ |
https://www.reichassetmanagement.com/ |
At Reich Asset Management, we are committed to serving the families of Cape May and Atlantic counties by educating and empowering them to reach their financial and life goals. Within many families, two of life’s financial hurdles center around college planning and planning for retirement. We often hear, “Can I afford to send my children to college?” or “When can I retire and live the life I want to live?” Reich Asset Management has helped hundreds of clients accomplish both these hurdles and reach an Enjoyable Retirement. |
|
| Reinhart Partners, Inc. |
Michael |
Wachter |
Principal, Director of Fixed Income |
(262) 241-2020 |
WM |
info@reinhart-partnersinc.com |
info@reinhart-partnersinc.com |
1500 West Market Street |
Mequon |
WI |
53092 |
United States of America |
North America |
|
Private Equity |
1.991 |
$4.4B |
|
|
http://reinhart-partnersinc.com |
Reinhart Partners provides investment management services to institutions and high net-worth individuals. Our record of success is built on a foundation of discipline, moderation, and consistency. Reinhart Partners is driven to provide the best possible experience for our clients. Our leadership team sets the standard for service and results. |
|
| Reinhart Partners, Inc. |
Brent |
Jesko |
Principal, Director of Equities |
(262) 241-2020 |
WM |
bjesko@reinhart-partnersinc.com |
info@reinhart-partnersinc.com |
1500 West Market Street |
Mequon |
WI |
53092 |
United States of America |
North America |
|
Private Equity |
1.991 |
$4.4B |
|
|
http://reinhart-partnersinc.com |
Reinhart Partners provides investment management services to institutions and high net-worth individuals. Our record of success is built on a foundation of discipline, moderation, and consistency. Reinhart Partners is driven to provide the best possible experience for our clients. Our leadership team sets the standard for service and results. |
|
| Reinhart Partners, Inc. |
Matthew |
Martinek |
Principal, Senior Portfolio Manager |
(262) 241-2020 |
WM |
mmartinek@reinhart-partnersinc.com |
info@reinhart-partnersinc.com |
1500 West Market Street |
Mequon |
WI |
53092 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-martinek-65071019/ |
Private Equity |
1.991 |
$4.4B |
|
|
http://reinhart-partnersinc.com |
Reinhart Partners provides investment management services to institutions and high net-worth individuals. Our record of success is built on a foundation of discipline, moderation, and consistency. Reinhart Partners is driven to provide the best possible experience for our clients. Our leadership team sets the standard for service and results. |
|
| Relative Value Partners, LLC |
Robert |
Huffman |
Co-Founder & CEO |
(847) 513-6300 |
WM |
bhuffman@relativevaluepartners.com |
|
1033 Skokie Blvd., Suite 470 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/bob-huffman-020776165/ |
|
2.004 |
$1B |
|
https://www.linkedin.com/company/relative-value-partners-llc/ |
http://www.relativevaluepartners.com/ |
Relative Value Partners (RVP) is a SEC registered investment advisor that manages customized discretionary accounts for wealthy families and small institutions. RVP believes that asset allocation is the most critical component of a portfolio's total return and we work with clients to find a strategy that fits their financial needs and risk tolerance. RVP was founded in 2004 by Maury Fertig and Bob Huffman. Maury, Bob and the rest of the professional team have over 100 years of combined investment experience and continue to invest a part of their personal assets alongside RVP's clients. |
|
| Rempart Asset Management Inc. |
Douglas |
Buchanan |
President |
(514) 394-2770 |
WM |
dbuchanan@rempart.ca |
info@rempart.ca |
4 Place Ville Marie Suite 515 |
Montreal |
QC |
H3B 2E7 |
Canada |
North America |
https://www.linkedin.com/in/douglas-buchanan-535a0825/ |
|
|
|
|
|
http://rempart.ca/ |
Rempart Asset Management specializes in discretionary investment management for individuals, private corporations and foundations. Our firm takes a professional approach to diversified portfolio management that features discipline, a focus on quality, and conservative risk management. |
|
| Rempart Asset Management Inc. |
David |
Stenason |
Managing Director |
(514) 394-2770 |
WM |
dstenason@rempart.ca |
info@rempart.ca |
4 Place Ville Marie Suite 515 |
Montreal |
QC |
H3B 2E7 |
Canada |
North America |
https://www.linkedin.com/in/david-j-stenason-84492a25/ |
|
|
|
|
|
http://rempart.ca/ |
Rempart Asset Management specializes in discretionary investment management for individuals, private corporations and foundations. Our firm takes a professional approach to diversified portfolio management that features discipline, a focus on quality, and conservative risk management. |
|
| Renaissance Wealth Management |
Kelly |
Welker |
Managing Partner |
(210) 581-5607 |
WM |
kelly.welker@rwmgtx.com |
|
14701 San Pedro Avenue, Suite 230 |
San Antonio |
TX |
78232 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-welker-1414847b/ |
|
|
|
|
|
https://www.rwmgtx.com/ |
Renaissance Wealth Management Group of Texas provides wealth management services exclusively to people needing retirement planning and retirement income planning. |
|
| Renaissance Wealth Management |
Kent |
Boatwright |
Administrative Assistant, Insurance Specialist |
(210) 581-5607 |
WM |
kboatwright@tnfa.net |
|
14701 San Pedro Avenue, Suite 230 |
San Antonio |
TX |
78232 |
United States of America |
North America |
https://www.linkedin.com/in/kent1986/ |
|
|
|
|
|
https://www.rwmgtx.com/ |
Renaissance Wealth Management Group of Texas provides wealth management services exclusively to people needing retirement planning and retirement income planning. |
|
| Requisite Capital Management |
Doug |
John |
Founder / Managing Partner |
(214) 295-7155 |
WM |
doug.john@requisitecm.com |
|
2100 Ross Ave Suite 3250 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/douglasgjohn/ |
|
2.017 |
|
|
https://www.linkedin.com/company/requisite-capital-management/ |
https://www.requisitecm.com/ |
Requisite Capital Management is a complete wealth management firm. Our goal is to deliver a forward-looking asset allocation strategy that is customized in its sizing and implementation to each client, while integrating estate and tax planning to maximize the use of appropriate legal structures. Consolidated balance sheet reporting is integral to our offering as it allows our clients to have a complete, current understanding of their overall wealth. |
|
| Requisite Capital Management |
Bryn |
Talkington |
Managing Partner |
(713) 999-9119 |
WM |
bryn.talkington@requisitecm.com |
|
2100 Ross Ave Suite 3250 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/bryn-talkington-70247443/ |
|
2.017 |
|
|
https://www.linkedin.com/company/requisite-capital-management/ |
https://www.requisitecm.com/ |
Requisite Capital Management is a complete wealth management firm. Our goal is to deliver a forward-looking asset allocation strategy that is customized in its sizing and implementation to each client, while integrating estate and tax planning to maximize the use of appropriate legal structures. Consolidated balance sheet reporting is integral to our offering as it allows our clients to have a complete, current understanding of their overall wealth. |
|
| Requisite Capital Management |
Ryan |
Dilworth |
Executive Director, Investments |
(214) 295-7152 |
WM |
ryan.dilworth@requisitecm.com |
|
2100 Ross Ave Suite 3250 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/ryancdilworth/ |
|
2.017 |
|
|
https://www.linkedin.com/company/requisite-capital-management/ |
https://www.requisitecm.com/ |
Requisite Capital Management is a complete wealth management firm. Our goal is to deliver a forward-looking asset allocation strategy that is customized in its sizing and implementation to each client, while integrating estate and tax planning to maximize the use of appropriate legal structures. Consolidated balance sheet reporting is integral to our offering as it allows our clients to have a complete, current understanding of their overall wealth. |
|
| Requisite Capital Management |
Angie |
Parra |
Executive Director |
(214) 295-7154 |
WM |
angie.parra@requisitecm.com |
|
2100 Ross Ave Suite 3250 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
2.017 |
|
|
https://www.linkedin.com/company/requisite-capital-management/ |
https://www.requisitecm.com/ |
Requisite Capital Management is a complete wealth management firm. Our goal is to deliver a forward-looking asset allocation strategy that is customized in its sizing and implementation to each client, while integrating estate and tax planning to maximize the use of appropriate legal structures. Consolidated balance sheet reporting is integral to our offering as it allows our clients to have a complete, current understanding of their overall wealth. |
|
| Requisite Capital Management |
Sam |
Ellis |
Associate |
(214) 295-8511 |
WM |
sam.ellis@requisitecm.com |
|
2100 Ross Ave Suite 3250 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/sam-ellis-11306a10b/ |
|
2.017 |
|
|
https://www.linkedin.com/company/requisite-capital-management/ |
https://www.requisitecm.com/ |
Requisite Capital Management is a complete wealth management firm. Our goal is to deliver a forward-looking asset allocation strategy that is customized in its sizing and implementation to each client, while integrating estate and tax planning to maximize the use of appropriate legal structures. Consolidated balance sheet reporting is integral to our offering as it allows our clients to have a complete, current understanding of their overall wealth. |
|
| Resource Consulting Group |
Michael |
Davis |
Founder, CEO & Wealth Advisor |
(407) 422-0252 |
WM |
miked@resourceconsulting.com |
info@resourceconsulting.com |
301 East Pine Street, Suite 600, P.O. Box 4930 |
Orlando |
FL |
32802-4930 |
United States of America |
North America |
https://www.linkedin.com/in/mikedavisrcg/ |
|
1.988 |
$1.7B |
|
https://www.linkedin.com/company/resource-consulting-group/ |
https://www.resourceconsulting.com/ |
Resource Consulting Group is a fee-only financial planning and investment advisory firm dedicated to providing objective, unbiased advice to clients. We manage $1.7 billion in assets under management for roughly 400 clients. Founded in 1988, Resource Consulting Group is committed to helping our clients achieve or enhance their financial peace of mind. We serve our clients in a fiduciary capacity, which means we always put clients’ interests first. |
|
| Resource Consulting Group |
Kimberly |
Sterling |
Vice President & Wealth Advisor |
(407) 422-0252 |
WM |
kimberlys@resourceconsulting.com |
info@resourceconsulting.com |
301 East Pine Street, Suite 600, P.O. Box 4930 |
Orlando |
FL |
32802-4930 |
United States of America |
North America |
https://www.linkedin.com/in/kimberly-sterling-cpa-cfp-29894711/ |
|
1.988 |
$1.7B |
|
https://www.linkedin.com/company/resource-consulting-group/ |
https://www.resourceconsulting.com/ |
Resource Consulting Group is a fee-only financial planning and investment advisory firm dedicated to providing objective, unbiased advice to clients. We manage $1.7 billion in assets under management for roughly 400 clients. Founded in 1988, Resource Consulting Group is committed to helping our clients achieve or enhance their financial peace of mind. We serve our clients in a fiduciary capacity, which means we always put clients’ interests first. |
|
| Resource Financial Group, Ltd. |
Peter |
Maris |
Founder & Wealth Manager |
(847) 256-7495 Ext. 15 |
WM |
peterm@rfgltd.com |
planning@rfgltd.com |
1000 Skokie Boulevard, Suite 525 |
Wilmette |
IL |
60091 |
United States of America |
North America |
https://www.linkedin.com/in/josh-gerry-4931022b/ |
Wealth Management and Retirement, Estate Planning |
1.996 |
|
|
https://www.linkedin.com/company/resource-financial-group-ltd-/ |
https://www.rfgltd.com/ |
Resource Financial Group is a Wealth Management firm located in Wilmette, Illinois. RFG serves clients throughout Chicago and the United States, providing personalized financial planning advice. Our goal is to help clients make prudent decisions with their money. We do this by providing advice, direction and support. Understanding that each family’s situation is unique, we strive to create individualized and customized attention for every client. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence. |
|
| Resource Financial Group, Ltd. |
Brian |
Pugal |
Wealth Manager |
(847) 256-7495 Ext. 14 |
WM |
brianp@rfgltd.com |
planning@rfgltd.com |
1000 Skokie Boulevard, Suite 525 |
Wilmette |
IL |
60091 |
United States of America |
North America |
|
Wealth Management and Retirement, Estate Planning |
1.996 |
|
|
https://www.linkedin.com/company/resource-financial-group-ltd-/ |
https://www.rfgltd.com/ |
Resource Financial Group is a Wealth Management firm located in Wilmette, Illinois. RFG serves clients throughout Chicago and the United States, providing personalized financial planning advice. Our goal is to help clients make prudent decisions with their money. We do this by providing advice, direction and support. Understanding that each family’s situation is unique, we strive to create individualized and customized attention for every client. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence. |
|
| Resource Financial Group, Ltd. |
Nickolas |
King |
Wealth Strategies Analyst |
(847) 256-7495 Ext. 13 |
WM |
nick@rfgltd.com |
planning@rfgltd.com |
1000 Skokie Boulevard, Suite 525 |
Wilmette |
IL |
60091 |
United States of America |
North America |
https://www.linkedin.com/in/nickolasking/ |
Wealth Management and Retirement, Estate Planning |
1.996 |
|
|
https://www.linkedin.com/company/resource-financial-group-ltd-/ |
https://www.rfgltd.com/ |
Resource Financial Group is a Wealth Management firm located in Wilmette, Illinois. RFG serves clients throughout Chicago and the United States, providing personalized financial planning advice. Our goal is to help clients make prudent decisions with their money. We do this by providing advice, direction and support. Understanding that each family’s situation is unique, we strive to create individualized and customized attention for every client. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence. |
|
| Resource Management, LLC. |
Michael |
Zabalaoui |
Executive VP & Secretary Treasurer |
(504) 833-5378 |
WM |
michael@rmiadvisors.com |
info@rmiadvisors.com |
3330 W. Esplanade Avenue, Suite 509 |
Metairie |
LA |
70002 |
United States of America |
North America |
https://www.linkedin.com/in/michael-zabalaoui-3771331b/ |
|
|
$955M |
|
|
http://www.rmiadvisors.com/ |
Resource Management, LLC. is a Fee-Only, award winning, advisory firm specializing in financial planning, family enterprise advising, and asset management for families and businesses worldwide. We are dedicated to delivering the highest fiduciary standards of integrity, excellence, and trust to all our satisfied clients - most of whom we have worked with for many years. We are committed to delivering these high standards through continuing education, experience, and honesty. |
|
| Retire Right Pittsburgh |
Christopher |
Cannon |
Wealth Management Advisor |
(724) 942-1996 |
WM |
Chris@RetireRightPgh.com |
|
2652 Hidden Valley Drive, Suite 100 |
Pittsburgh |
PA |
15241 |
United States of America |
North America |
https://www.linkedin.com/in/cannonct/ |
|
2.005 |
$175M |
|
https://www.linkedin.com/company/retireright-pittsburgh/ |
http://www.retirerightpittsburgh.com/ |
RetireRight Pittsburgh is a private wealth management firm, founded in 2005 and headquartered in Pittsburgh, Pennsylvania. We work with more than 150 families and businesses in both the Western Pennsylvania region and around the United States. Through LPL Financial, our advisors oversee in excess of $175M in assets under management; in addition to, consulting on more than $150M in plan assets under advisement as of February 2018. We serve as our clients' personal Chief Financial Officer, and help ensure their financial goals are pursued in a responsible way, through the combination of comprehensive financial planning and active portfolio management. We take the burden of managing the financial details so you can focus on living a vibrant life. We help identify how your wealth will serve you in pursuing your unique purpose and passions. Every financial plan we design is predicated on the discovery of individual goals and identifying what you value most. We combine our expertise and experience to implement innovative strategies that are tailored for your financial goals. |
|
| Retirement Planning Specialists, Inc. |
Chad |
Smith |
Managing Partner |
(541) 482-0138 |
WM |
chad@rpsemail.com |
heather@rpsemail.com |
645 A Street |
Ashland |
OR |
97520 |
United States of America |
North America |
https://www.linkedin.com/in/chad-smith-ba72307/ |
|
|
$402M |
|
|
http://www.retirementplanningspecialists.com/ |
Retirement Planning Specialists, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives.We strive to provide the most personal service available, for each of our clients, and to help them attain confidence in their financial future. |
|
| Retirement Wealth Advisors |
Jeff |
Stukey |
Director of Business Development |
(616) 226-8836 |
WM |
jstukey@formulafolios.com |
|
89 Ionia NW, Suite 600 |
Grand Rapids |
MI |
49503 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-stukey-0a04182b/ |
|
2.005 |
|
|
https://www.linkedin.com/company/retirement-wealth-advisors-inc./ |
https://retirementwealth.com/ |
Retirement Wealth's goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. We believe through smart financial planning and sophisticated investment strategies, holistic wealth can be built over time so you can enjoy more of what matters most to you. |
|
| Retirement Wealth Advisors |
Brandon |
Graetz |
Investment Advisor |
(616) 226-8867 |
WM |
bgraetz@retirementwealthadvisors.com |
|
89 Ionia NW, Suite 600 |
Grand Rapids |
MI |
49503 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-graetz-19bb8210/ |
|
2.005 |
|
|
https://www.linkedin.com/company/retirement-wealth-advisors-inc./ |
https://retirementwealth.com/ |
Retirement Wealth's goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. We believe through smart financial planning and sophisticated investment strategies, holistic wealth can be built over time so you can enjoy more of what matters most to you. |
|
| Retirement Wealth Advisors |
Jason |
Wenk |
Founder / CEO / President |
(888) 562-8880 |
WM |
jwenk@retirementwealthadvisors.com |
|
2955 Randolph Ave., Suite A |
Costa Mesa |
CA |
92626 |
United States of America |
North America |
https://www.linkedin.com/in/jasonwenk/ |
|
2.005 |
|
jwenk@altruist.com, hello@altruist.com, jwenk@formulafolios.com |
https://altruist.com/
https://formulafolios.com/ |
https://retirementwealth.com/ |
Retirement Wealth's goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. We believe through smart financial planning and sophisticated investment strategies, holistic wealth can be built over time so you can enjoy more of what matters most to you. |
|
| Retirement Wealth Advisors |
Danielle |
Tyler |
Chief Compliance Officer |
Direct: (888) 562-8880 Ext. 1011 |
WM |
dtyler@retirementwealthadvisors.com |
|
89 Ionia NW, Suite 600 |
Grand Rapids |
MI |
49503 |
United States of America |
North America |
https://www.linkedin.com/in/danielle-tyler-2300647/ |
|
2.005 |
|
dtyler@formulafolios.com |
https://formulafolios.com/ |
https://retirementwealth.com/ |
Retirement Wealth's goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. We believe through smart financial planning and sophisticated investment strategies, holistic wealth can be built over time so you can enjoy more of what matters most to you. |
|
| Revere Asset Management |
Dan |
Stewart |
President and Chief Investment Officer |
(855) 732-5932 |
WM |
dan@revereasset.com |
|
17103 Preston Road, Suite 225 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/dan-stewart-cfa®-918024b/ |
|
2.010 |
$100M |
|
https://www.linkedin.com/company/noram-asset-management/ |
https://revereasset.com/ |
At Revere, we invest based upon both fundamental and technical analysis. We pride ourselves at having predefined sell rules that allow us to minimize loss while maximizing potential gains. |
|
| Revere Asset Management |
Timothy |
Reazor |
Chief Investment Strategist |
(855) 732-5932 |
WM |
tim@revereasset.com |
|
17103 Preston Road, Suite 225 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/timothyreazor/ |
|
2.010 |
$100M |
|
https://www.linkedin.com/company/noram-asset-management/ |
https://revereasset.com/ |
At Revere, we invest based upon both fundamental and technical analysis. We pride ourselves at having predefined sell rules that allow us to minimize loss while maximizing potential gains. |
|
| Revere Asset Management |
Don |
Vandenbord |
Portfolio Manager |
(855) 732-5932 |
WM |
don@revereasset.com |
|
17103 Preston Road, Suite 225 |
Dallas |
TX |
75248 |
United States of America |
North America |
|
|
2.010 |
$100M |
|
https://www.linkedin.com/company/noram-asset-management/ |
https://revereasset.com/ |
At Revere, we invest based upon both fundamental and technical analysis. We pride ourselves at having predefined sell rules that allow us to minimize loss while maximizing potential gains. |
|
| Reynders McVeigh Capital Management |
Patrick |
McVeigh |
Vice President |
(617) 226-9999 |
WM |
pmcveigh@reyndersmcveigh.com |
info@reyndersmcveigh.com |
121 High Street, 4th, 5th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-mcveigh-44b4037/ |
|
2.005 |
$1.4B |
|
https://www.linkedin.com/company/reynders-mcveigh-capital-management-llc-/ |
http://www.reyndersmcveigh.com/ |
Reynders, McVeigh Capital Management is a full-service wealth management firm headquartered in Boston, Massachusetts. We combine the personal attention of a boutique investment management firm with exceptional investment capabilities backed by our independent research and the extensive money management experience of our team. |
|
| Reynders McVeigh Capital Management |
Eric |
Shrayer |
Vice President and Research Director |
(617) 226-9999 |
WM |
eshrayer@reyndersmcveigh.com |
info@reyndersmcveigh.com |
121 High Street, 4th, 5th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
2.005 |
$1.4B |
|
https://www.linkedin.com/company/reynders-mcveigh-capital-management-llc-/ |
http://www.reyndersmcveigh.com/ |
Reynders, McVeigh Capital Management is a full-service wealth management firm headquartered in Boston, Massachusetts. We combine the personal attention of a boutique investment management firm with exceptional investment capabilities backed by our independent research and the extensive money management experience of our team. |
|
| Rezny Wealth Management, Inc. |
Brian |
Rezny |
President |
(800) 618-8577 |
WM |
brianrezny@reznywealth.com |
|
5237 Summerlin Commons Blvd., Suite 209 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/brian-rezny-127a83a/ |
|
1.995 |
|
|
https://www.linkedin.com/company/rezny-wealth-management/ |
https://reznywealth.com/ |
Rezny Wealth Management is a Fee-Only Fiduciary money management firm based in Fort Myers, FL. |
|
| RGF Integrated Wealth Management |
Alain |
Quennec |
Financial Advisor and Portfolio Manager |
(604) 737-6722 |
WM |
aquennec@rgfwealth.com |
advice@rogersgroup.com |
1701 West Broadway |
Vancouver |
BC |
V6J 1Y3 |
Canada |
North America |
https://www.linkedin.com/in/alain-quennec-b334a56/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rgfintegratedwealthmanagement/?originalSubdomain=ca |
https://www.rgfwealth.com |
As an independent integrated wealth management firm, we aim to be the leading standard in comprehensive holistic financial planning, implementation, and ongoing monitoring. |
|
| RGF Integrated Wealth Management |
Alan |
Kotai |
Financial Advisor and Portfolio Manager |
(604) 737-6713 |
WM |
akotai@rgfwealth.com |
advice@rogersgroup.com |
1701 West Broadway |
Vancouver |
BC |
V6J 1Y3 |
Canada |
North America |
https://www.linkedin.com/in/alankotai/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rgfintegratedwealthmanagement/?originalSubdomain=ca |
https://www.rgfwealth.com |
As an independent integrated wealth management firm, we aim to be the leading standard in comprehensive holistic financial planning, implementation, and ongoing monitoring. |
|
| RGF Integrated Wealth Management |
Anne |
Hammond |
Financial Advisor |
(604) 732-6551 |
WM |
ahammond@rgfwealth.com |
advice@rogersgroup.com |
1701 West Broadway |
Vancouver |
BC |
V6J 1Y3 |
Canada |
North America |
https://www.linkedin.com/in/anne-hammond-0b45ba140/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rgfintegratedwealthmanagement/?originalSubdomain=ca |
https://www.rgfwealth.com |
As an independent integrated wealth management firm, we aim to be the leading standard in comprehensive holistic financial planning, implementation, and ongoing monitoring. |
|
| RGF Integrated Wealth Management |
Brett |
Simpson |
Financial Advisor & Chairman |
(604) 732-6551 ext 733 |
WM |
basimpson@rgfwealth.com |
advice@rogersgroup.com |
1701 West Broadway |
Vancouver |
BC |
V6J 1Y3 |
Canada |
North America |
https://www.linkedin.com/in/brett-simpson-8b889971/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rgfintegratedwealthmanagement/?originalSubdomain=ca |
https://www.rgfwealth.com |
As an independent integrated wealth management firm, we aim to be the leading standard in comprehensive holistic financial planning, implementation, and ongoing monitoring. |
|
| RGT Wealth Advisors |
Ashley |
Blanchette |
Managing Director |
(214) 360-7000 |
WM |
ablanchette@rgtadvisors.com |
|
5950 Sherry Lane, Suite 600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/ashley-blanchette-229b7/ |
|
1.985 |
$4 billion |
|
https://www.linkedin.com/company/robertson-griege-&-thoele |
https://rgtadvisors.com |
RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. |
|
| RGT Wealth Advisors |
Charles |
Thoele |
Managing Director |
(214) 360-7000 |
WM |
cthoele@rgtadvisors.com |
|
5950 Sherry Lane, Suite 600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/chuckthoele/ |
|
1.985 |
$4 billion |
|
https://www.linkedin.com/company/robertson-griege-&-thoele |
https://rgtadvisors.com |
RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. |
|
| RGT Wealth Advisors |
Chip |
Tardy |
Managing Director |
(214) 360-7000 |
WM |
ctardy@rgtadvisors.com |
|
5950 Sherry Lane, Suite 600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/chip-tardy-2630542b/ |
|
1.985 |
$4 billion |
|
https://www.linkedin.com/company/robertson-griege-&-thoele |
https://rgtadvisors.com |
RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. |
|
| RGT Wealth Advisors |
Colleen |
Affeldt |
Managing Director |
(214) 360-7000 |
WM |
caffeldt@rgtadvisors.com |
|
5950 Sherry Lane, Suite 600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/colleenaffeldt/ |
|
1.985 |
$4 billion |
|
https://www.linkedin.com/company/robertson-griege-&-thoele |
https://rgtadvisors.com |
RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. |
|
| RGT Wealth Advisors |
Greg |
Bone |
Managing Director |
(214) 360-7000 |
WM |
gbone@rgtadvisors.com |
|
5950 Sherry Lane, Suite 600 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/greg-bone-83b21412/ |
|
1.985 |
$4 billion |
|
https://www.linkedin.com/company/robertson-griege-&-thoele |
https://rgtadvisors.com |
RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. |
|
| Rhame & Gorrell Wealth Management The Woodlands |
Jeffrey |
Rhame |
Managing Director |
(832) 789-1100 |
WM |
jeff@rgwealth.com |
service@rgwealth.com |
1330 Lake Robbins Drive, Suite 360 |
The Woodlands |
TX |
77380 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrhame/ |
|
|
$292 million |
|
https://www.linkedin.com/company/rhame-&-gorrell-wealth-management/ |
https://rgwealth.com |
Headquartered in The Woodlands, Texas and with clients around the globe, Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm serving high net-worth clients. 85% of the individuals and families we serve come from the energy sector, primarily ExxonMobil executives. We have a wealth of expertise in the ExxonMobil Savings and Pension Plans and have helped thousands of employees retire successfully. |
|
| Rhodium Capital Private Ltd. |
Maninder |
Sabharwal |
CEO & Founder |
65 8268 9374 / +65 9186 4782 |
WM |
ms@rhodiumcapital.sg |
|
1 Fullerton Road, #02-01, One Fullerton |
Singapore |
|
049213 |
Singapore |
Asia |
https://www.linkedin.com/in/maninder-sabharwal-5b80095/ |
PE and VC Funds, Family Office |
2.011 |
|
|
http://rhodiumcapital.sg/ |
https://rhodiumcapital.sg/ |
Rhodium Capital is a boutique wealth management firm based in Singapore, that has created a fully client-aligned model that focuses on wealth creation and net-worth management for ultra high-net-worth families across all asset classes. |
|
| RHS Financial |
Risley |
Sams |
Founder & President |
(415) 495-2900 |
WM |
risley@rhsfinancial.com |
|
930 Montgomery St., Suite 600 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/risleysams/ |
|
2.009 |
$75M |
|
https://www.linkedin.com/company/rhs-financial/ |
https://rhsfinancial.com/ |
RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and institutional quality investment management strategies. |
|
| RHS Financial |
Colby |
Davis |
Advisor, Investment Manager |
(415) 495-2900 |
WM |
colby@rhsfinancial.com |
|
930 Montgomery St., Suite 600 |
San Francisco |
CA |
94133 |
United States of America |
North America |
https://www.linkedin.com/in/colby-davis-59656423/ |
|
2.009 |
$75M |
|
https://www.linkedin.com/company/rhs-financial/ |
https://rhsfinancial.com/ |
RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and institutional quality investment management strategies. |
|
| Richardson Financial Group |
Scott |
Richardson |
President |
(262) 255-4100 |
WM |
scott@richardson-financial.com |
|
W134 N8688 Executive Parkway |
Menomonee Falls |
WI |
53051 |
United States of America |
North America |
https://www.linkedin.com/in/scottrichardson10/ |
|
1.969 |
|
|
https://www.linkedin.com/company/richardson-financial/ |
http://www.richardson-financial.com |
As a boutique wealth management firm, we are unique with concierge-style service focused on investments, tax, estate and insurance concerns. We are chosen to grow and protect our clients’ assets, and to simplify their financial complexities. We are valued for our ability to deliver financial security and peace-of-mind in a very private, quiet way. |
|
| Richardson Financial Group |
Mary |
Olson |
Director of Investment Operations |
(262) 255-4100 |
WM |
mary@richardson-financial.com |
|
W134 N8688 Executive Parkway |
Menomonee Falls |
WI |
53051 |
United States of America |
North America |
https://www.linkedin.com/in/maryolsonrfg/ |
|
1.969 |
|
|
https://www.linkedin.com/company/richardson-financial/ |
http://www.richardson-financial.com |
As a boutique wealth management firm, we are unique with concierge-style service focused on investments, tax, estate and insurance concerns. We are chosen to grow and protect our clients’ assets, and to simplify their financial complexities. We are valued for our ability to deliver financial security and peace-of-mind in a very private, quiet way. |
|
| Richardson Financial Group |
Nathan |
Corroy |
Director of Financial Planning |
(262) 255-4100 |
WM |
nathan@richardson-financial.com |
|
W134 N8688 Executive Parkway |
Menomonee Falls |
WI |
53051 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-d-corroy-cima®-cfp®-45103212/ |
|
1.969 |
|
|
https://www.linkedin.com/company/richardson-financial/ |
http://www.richardson-financial.com |
As a boutique wealth management firm, we are unique with concierge-style service focused on investments, tax, estate and insurance concerns. We are chosen to grow and protect our clients’ assets, and to simplify their financial complexities. We are valued for our ability to deliver financial security and peace-of-mind in a very private, quiet way. |
|
| Richardson GMP |
Andrew |
Marsh |
President & CEO |
(416) 943-6696 |
WM |
andrew.marsh@RichardsonGMP.com |
|
145 King Street West Suite 500 |
Toronto |
ON |
M5H 1J8 |
Canada |
North America |
https://www.linkedin.com/in/andrew-marsh-90a56a3/ |
|
2.003 |
$28.3 billion |
|
https://www.linkedin.com/company/richardson-gmp/ |
http://www.richardsongmp.com/ |
Richardson GMP is a Canadian independent wealth management firm. With offices across the country, we are home to some of Canada’s most distinguished Investment Advisors. |
|
| Richardson GMP |
James |
King |
Director, Wealth Management, Branch Manager |
(416) 969-2923 |
WM |
James.King@RichardsonGMP.com |
|
145 King Street West Suite 500 |
Toronto |
ON |
M5H 1J8 |
Canada |
North America |
https://www.linkedin.com/in/james-king-96047115/ |
|
2.003 |
$28.3 billion |
|
https://www.linkedin.com/company/richardson-gmp/ |
http://www.richardsongmp.com/ |
Richardson GMP is a Canadian independent wealth management firm. With offices across the country, we are home to some of Canada’s most distinguished Investment Advisors. |
|
| Richmond Wealth Management |
Solomon |
Chemo |
Managing Principal |
(732) 200-3421 |
WM |
schemo@richmondwm.com |
cratto@richmondwm.com |
1 Harding Road Suite 101 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/solomon-chemo-cfp®-9b1a13/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/richmond-wm/ |
Richmond Wealth Management works with a diverse range of clients and specializes in serving the complex needs of busy high-net-worth individuals and their families by providing informed perspectives and tailored approaches for their needs and challenges. Our client service model is built upon the principles we would look for in an Advisor. Finding the clearest path to your financial freedom is our aim. And, while the financial world can be complex, we take every step to provide you with clear direction, taking into account the changes you’re going through. Keeping you ahead of the curve and above inflation is a mission we’ve solidified over several years. Sharing that journey with you, we employ an advisory fee-based model and our compensation is directly tied to the successful growth of your portfolio. |
|
| Ridgeline Private Wealth |
Caleb |
Huftalin |
Director of Wealth Planning |
(480) 799-7239 |
WM |
caleb@ridgelineprivatewealth.com |
|
2929 N Power Rd., Suite 101 |
Mesa |
AZ |
85215 |
United States of America |
North America |
https://www.linkedin.com/in/huftalin/ |
|
|
|
|
https://www.linkedin.com/company/ridgeline-private-wealth/ |
https://www.ridgelineprivatewealth.com/ |
Ridgeline Private Wealth provides financial planning and investment strategy for Business Owners who want more time for family and adventure. We start with our Peak Planning Index™ assessment and three guided strategy meetings (in-person or web-based). Each is engineered to organize, energize, and expand your wealth and wisdom. |
|
| Ridgewood Capital Asset Management |
John |
Simpson |
Managing Director |
(416) 479-2751 |
WM |
jsimpson@ridgewoodcapital.ca |
contact@ridgewoodcapital.ca |
55 University Avenue Suite 1020 |
Toronto |
ON |
M5J 2H7 |
Canada |
North America |
https://www.linkedin.com/in/john-simpson-a3242144/ |
|
|
$1 billion |
|
|
http://www.ridgewoodcapital.ca |
Ridgewood Capital is a different kind of investment management firm. We are nimble and entrepreneurial in our thinking. We are conservative, flexible and believe in the personal touch. We strive to keep things simple and provide information that is straightforward and easy to understand. |
|
| Rieniets Financial Planning |
Nita |
Rieniets |
Certified Financial Planner |
(307) 686-3382 |
WM |
nita@rienietsfinancial.com |
|
319 S Gillette Ave., Suite 302 |
Gillette |
WY |
82716 |
United States of America |
North America |
https://www.linkedin.com/in/nita-rieniets-4a30b24a/ |
|
|
|
|
|
https://rienietsfinancial.com/ |
Rieniets Financial Planning believes in creating a high level of trust through personal integrity, strong values and professional service. As your Financial Advisor. We believe in creating a high level of trust through personal integrity, strong values and professional service. Together, we bring over 50 years of service in the financial services industry. |
|
| Rieniets Financial Planning |
Jim |
Rieniets |
LPL Investment Advisor Representative |
(307) 686-3382 |
WM |
jim@rienietsfinancial.com |
|
319 S Gillette Ave., Suite 302 |
Gillette |
WY |
82716 |
United States of America |
North America |
|
|
|
|
|
|
https://rienietsfinancial.com/ |
Rieniets Financial Planning believes in creating a high level of trust through personal integrity, strong values and professional service. As your Financial Advisor. We believe in creating a high level of trust through personal integrity, strong values and professional service. Together, we bring over 50 years of service in the financial services industry. |
|
| Rigby Financial |
Simon |
Rigby |
Managing Director |
44 174 488-6077 |
WM |
simon@rigbyfinancial.co.uk |
enquiries@rigbyfinancial.co.uk |
4b Millbrook Business Park, Mill Lane |
Rainford |
|
WA11 8LZ |
United Kingdom |
Europe |
https://www.linkedin.com/in/simon-rigby-0871a679/ |
|
|
|
|
|
https://www.rigbyfinancial.co.uk |
Rigby Financial is a family owned Independent Insurance Intermediary & Financial Advisors which is actively managed by a board of directors, of whom some are known personally by our clients. The directors and staff are available to discuss any insurance requirements you have and answer any queries. |
|
| Rigby Financial |
Andrew |
Rigby |
Director |
Mobile: 780 988-0344 |
WM |
andrew@rigbyfinancial.co.uk |
enquiries@rigbyfinancial.co.uk |
4b Millbrook Business Park, Mill Lane |
Rainford |
|
WA11 8LZ |
United Kingdom |
Europe |
https://www.linkedin.com/in/andrew-rigby-9a560817/ |
|
|
|
|
|
https://www.rigbyfinancial.co.uk |
Rigby Financial is a family owned Independent Insurance Intermediary & Financial Advisors which is actively managed by a board of directors, of whom some are known personally by our clients. The directors and staff are available to discuss any insurance requirements you have and answer any queries. |
|
| Rigby Financial |
Kieron |
Cox |
Director |
44 174 488-6077 |
WM |
kieron@rigbyfinancial.co.uk |
enquiries@rigbyfinancial.co.uk |
4b Millbrook Business Park, Mill Lane |
Rainford |
|
WA11 8LZ |
United Kingdom |
Europe |
|
|
|
|
|
|
https://www.rigbyfinancial.co.uk |
Rigby Financial is a family owned Independent Insurance Intermediary & Financial Advisors which is actively managed by a board of directors, of whom some are known personally by our clients. The directors and staff are available to discuss any insurance requirements you have and answer any queries. |
|
| Riggs Wealth Management |
Greg |
Riggs |
President |
(425) 485-1248 |
WM |
greg@riggswealth.com |
|
12116 Ne 164th Street |
Bothell |
WA |
98011 |
United States of America |
North America |
|
|
|
|
|
|
https://riggswealth.com/ |
Riggs Wealth Managementl is a boutique wealth management firm based in Bothell, WA. |
|
| Right Horizons Investment Advisory and Wealth Management Pvt. Ltd. |
Anil |
Rego |
Founder & CEO |
91 984 539 9780 |
WM |
anil.rego@righthorizons.com |
contactus@righthorizons.com |
#6, Arakere Village, Begur Hobli, South Taluk, B.G. Road |
Bangalore |
|
560 076 |
India |
Asia |
https://www.linkedin.com/in/anilrego/ |
Real Estate, Insurance |
|
₹1200 CR |
|
|
https://www.righthorizons.com/ |
Right Horizons is a leading name in Financial advisory with headquatere in Bangalore with branches in 8 major cities including Mumbai, Chennai and Hyderabad. Our sole aim is to provide you an end to end wealth management solutions under one roof.
From Investment advisory, financial planning to insurance and real estate, Right Horizons will take care of all your financial needs with great precision and care. |
|
| Riley Wealth Advisors |
William |
Riley |
CEO |
(817) 893-2775 |
WM |
william.riley@rileywealth.com |
|
700 N. Carroll, Suite 110 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/william-riley-4328918/ |
|
|
|
|
https://www.linkedin.com/company/riley-wealth-management-llc/ |
http://www.rileywealth.com |
Riley Wealth Advisors, LLC is an independent advisory firm that presents a collaborative approach with customized financial planning strategies that help you transform your prosperity into a desired lifestyle for today and a legacy for the future. We specialize in financial planning, investment planning, retirement income planning and wealth management. |
|
| Riley Wealth Advisors |
Jonathan |
Loeffler |
Wealth Manager |
(817) 893-2775 |
WM |
jon.loeffler@rileywealth.com |
|
700 N. Carroll, Suite 110 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-loeffler-a9699a29/ |
|
|
|
|
https://www.linkedin.com/company/riley-wealth-management-llc/ |
http://www.rileywealth.com |
Riley Wealth Advisors, LLC is an independent advisory firm that presents a collaborative approach with customized financial planning strategies that help you transform your prosperity into a desired lifestyle for today and a legacy for the future. We specialize in financial planning, investment planning, retirement income planning and wealth management. |
|
| Riley Wealth Advisors |
Chad |
Barnett |
VP of Operations |
(817) 893-2775 |
WM |
chad.barnett@rileywealth.com |
|
700 N. Carroll, Suite 110 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/chad-barnett-3ba78a29/ |
|
|
|
|
https://www.linkedin.com/company/riley-wealth-management-llc/ |
http://www.rileywealth.com |
Riley Wealth Advisors, LLC is an independent advisory firm that presents a collaborative approach with customized financial planning strategies that help you transform your prosperity into a desired lifestyle for today and a legacy for the future. We specialize in financial planning, investment planning, retirement income planning and wealth management. |
|
| RILEY/ECHOLS WEALTH MANAGEMENT, LLC |
Tonette |
Echols |
Wealth Advisor – Partner |
(480) 719-1354 |
WM |
techols@stratoswp.com |
|
6929 East Greenway Parkway Suite 180 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/tonette-echols-cfp®-17583998/ |
|
|
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.rileyecholswealthmanagement.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| RILEY/ECHOLS WEALTH MANAGEMENT, LLC |
Tyler |
Dobbins |
Director of Retail Operations |
(480) 750-9640 |
WM |
tdobbins@stratoswp.com |
|
6929 East Greenway Parkway Suite 180 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.rileyecholswealthmanagement.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| RINET Company, LLC |
Gary |
Savage |
Managing Director |
(617) 488-2714 |
WM |
gps@rinetco.com |
info@rinetco.com |
101 Federal Street, 14th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/gary-savage-a4a9b86/ |
|
1.974 |
$1.8B |
|
https://www.linkedin.com/company/rinet-company-llc/ |
https://www.rinetco.com/ |
RINET is one of the first true fee-only firms in the area to provide objective guidance. We don’t push proprietary investment products at you because we don’t sell them. We also don’t receive sales commissions for any recommended investments. This independence allows us to be truly unbiased and to focus on what fits your life and brings you the greatest benefit. |
|
| RINET Company, LLC |
David |
Beckwith |
Managing Director & CIO |
(617) 488-2729 |
WM |
dsb@rinetco.com |
info@rinetco.com |
101 Federal Street, 14th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/david-beckwith-93447997/ |
|
1.974 |
$1.8B |
|
https://www.linkedin.com/company/rinet-company-llc/ |
http://www.rinetco.com/ |
RINET is one of the first true fee-only firms in the area to provide objective guidance. We don’t push proprietary investment products at you because we don’t sell them. We also don’t receive sales commissions for any recommended investments. This independence allows us to be truly unbiased and to focus on what fits your life and brings you the greatest benefit. |
|
| Ritholtz Wealth Management LLC |
Josh |
Brown |
CEO |
(212) 625-1200 |
WM |
carbon1943@gmail.com |
info@ritholtzwealth.com |
24 West 40th Street, 15th floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-brown-96a5569b/ |
|
2.013 |
$506M |
|
https://www.linkedin.com/company/ritholtz-wealth-management/ |
http://ritholtzwealth.com/ |
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. |
|
| Ritholtz Wealth Management LLC |
Kris |
Venne |
Director of Wealth Management |
(212) 625-1200 |
WM |
kris@ritholtzwealth.com |
info@ritholtzwealth.com |
24 West 40th Street, 15th floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/krisvenne/ |
|
2.013 |
$506M |
|
https://www.linkedin.com/company/ritholtz-wealth-management/ |
http://ritholtzwealth.com/ |
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. |
|
| Ritholtz Wealth Management LLC |
Ben |
Carlson |
Director of Insitutional Asset Management |
(616) 288-6250 |
WM |
ben@ritholtzwealth.com |
info@ritholtzwealth.com |
24 West 40th Street, 15th floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/ben-carlson-cfa-97661244/ |
|
2.013 |
$506M |
|
https://www.linkedin.com/company/ritholtz-wealth-management/ |
http://ritholtzwealth.com/ |
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. |
|
| Ritholtz Wealth Management LLC |
Bill |
Sweet |
CFO |
(212) 625-1200 |
WM |
bill@ritholtzwealth.com |
info@ritholtzwealth.com |
24 West 40th Street, 15th floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/williamsweet/ |
|
2.013 |
$506M |
|
https://www.linkedin.com/company/ritholtz-wealth-management/ |
http://ritholtzwealth.com/ |
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. |
|
| River Partners Capital Management, LP |
Robert |
Discolo |
CEO & Chief Investment Officer |
(212) 259-0863 |
WM |
rdiscolo@gmail.com |
|
595 Madison Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/robert-discolo-cfa-758bab11/ |
|
|
$2M |
|
|
|
River Partners Capital Management, LP provides investment advisory services. The Company offers investment management, private funds program, and other related services. |
|
| River Valley Asset Management Pte Ltd |
Homiyar |
Vasania |
Founding Partner & Fund Manager |
65 6221 3774 |
WM |
ir@rivervalleyasset.com |
ir@rivervalleyasset.com |
16 Raffles Quay, 15-04 Hong Leong Building |
Singapore |
|
048581 |
Singapore |
Asia |
https://www.linkedin.com/in/homiyar-vasania-935323/ |
|
2.012 |
|
|
https://www.linkedin.com/company/river-valley-asset-management-pte-ltd/ |
https://www.rivervalleyasset.com/ |
River Valley Asset Management is a Singapore-based boutique asset management firm. Our investment wisdom helps to preserve and grow clients’ wealth across market cycles. We offer expert multi-asset, discretionary investment solutions to institutional investors, family offices and high net-worth individuals. Each of our fund managers has expertise honed over decades of managing institutional assets at world-class, global investment management firms. Our accomplished team has rich portfolio management experience over multiple market cycles. |
|
| River Valley Asset Management Pte Ltd |
Anand |
Ramachandran |
Partner & Fund Manager |
65 6221 3774 |
WM |
ir@rivervalleyasset.com |
ir@rivervalleyasset.com |
16 Raffles Quay, 15-04 Hong Leong Building |
Singapore |
|
048581 |
Singapore |
Asia |
https://www.linkedin.com/in/vidya-vasania-cfa-431430/ |
|
2.012 |
|
|
https://www.linkedin.com/company/river-valley-asset-management-pte-ltd/ |
https://www.rivervalleyasset.com/ |
River Valley Asset Management is a Singapore-based boutique asset management firm. Our investment wisdom helps to preserve and grow clients’ wealth across market cycles. We offer expert multi-asset, discretionary investment solutions to institutional investors, family offices and high net-worth individuals. Each of our fund managers has expertise honed over decades of managing institutional assets at world-class, global investment management firms. Our accomplished team has rich portfolio management experience over multiple market cycles. |
|
| River Valley Asset Management Pte Ltd |
Jamshed |
Desai |
Partner & Fund Manager |
65 6221 3774 |
WM |
ir@rivervalleyasset.com |
ir@rivervalleyasset.com |
16 Raffles Quay, 15-04 Hong Leong Building |
Singapore |
|
048581 |
Singapore |
Asia |
https://www.linkedin.com/in/jamshed-desai-61469a2/ |
|
2.012 |
|
|
https://www.linkedin.com/company/river-valley-asset-management-pte-ltd/ |
https://www.rivervalleyasset.com/ |
River Valley Asset Management is a Singapore-based boutique asset management firm. Our investment wisdom helps to preserve and grow clients’ wealth across market cycles. We offer expert multi-asset, discretionary investment solutions to institutional investors, family offices and high net-worth individuals. Each of our fund managers has expertise honed over decades of managing institutional assets at world-class, global investment management firms. Our accomplished team has rich portfolio management experience over multiple market cycles. |
|
| River Valley Asset Management Pte Ltd |
Vidya |
Vasania |
Chief Operating Officer |
65 6221 3774 |
WM |
vasaniav@rivervalleyasset.com |
ir@rivervalleyasset.com |
16 Raffles Quay, 15-04 Hong Leong Building |
Singapore |
|
048581 |
Singapore |
Asia |
https://www.linkedin.com/in/anand-ramachandran-investor/ |
|
2.012 |
|
|
https://www.linkedin.com/company/river-valley-asset-management-pte-ltd/ |
https://www.rivervalleyasset.com/ |
River Valley Asset Management is a Singapore-based boutique asset management firm. Our investment wisdom helps to preserve and grow clients’ wealth across market cycles. We offer expert multi-asset, discretionary investment solutions to institutional investors, family offices and high net-worth individuals. Each of our fund managers has expertise honed over decades of managing institutional assets at world-class, global investment management firms. Our accomplished team has rich portfolio management experience over multiple market cycles. |
|
| River Wealth Advisors |
Robert |
Caplan |
CEO, Wealth Advisor |
(717) 888-9830 |
WM |
RCaplan@RiverWealthAdvisors.com |
|
3401 North Front Street Suite 303 |
Harrisburg |
PA |
17110 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/river-wealth-advisors-llc/ |
https://www.riverwealthadvisors.com/ |
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. |
|
| River Wealth Advisors |
Edward |
O'Gorman |
Chief Investment Officer, Wealth Advisor |
(717) 888-9830 |
WM |
EOgorman@RiverWealthAdvisors.com |
|
3401 North Front Street Suite 303 |
Harrisburg |
PA |
17110 |
United States of America |
North America |
https://www.linkedin.com/in/edward-o’gorman-cfa-24197430/ |
|
2.015 |
|
|
https://www.linkedin.com/company/river-wealth-advisors-llc/ |
https://www.riverwealthadvisors.com/ |
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. |
|
| River Wealth Advisors |
Jennifer |
Collins |
SVP, Wealth Advisor |
(717) 888-9830 |
WM |
JCollins@RiverWealthAdvisors.com |
|
3401 North Front Street Suite 303 |
Harrisburg |
PA |
17110 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-collins-cfp®-1b810343/ |
|
2.015 |
|
|
https://www.linkedin.com/company/river-wealth-advisors-llc/ |
https://www.riverwealthadvisors.com/ |
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. |
|
| River Wealth Advisors |
Trisha |
Parks |
Client Relations Associate |
(717) 888-9830 |
WM |
tparks@riverwealthadvisors.com |
|
3401 North Front Street Suite 303 |
Harrisburg |
PA |
17110 |
United States of America |
North America |
https://www.linkedin.com/in/trisha-parks-996b03169/ |
|
2.015 |
|
|
https://www.linkedin.com/company/river-wealth-advisors-llc/ |
https://www.riverwealthadvisors.com/ |
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. |
|
| River Wealth Advisors |
Ralph |
Manna |
CCO & Director of Operations |
(717) 888-9830 |
WM |
RManna@RiverWealthAdvisors.com |
|
3401 North Front Street Suite 303 |
Harrisburg |
PA |
17110 |
United States of America |
North America |
https://www.linkedin.com/in/ralphmanna/ |
|
2.015 |
|
|
https://www.linkedin.com/company/river-wealth-advisors-llc/ |
https://www.riverwealthadvisors.com/ |
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. |
|
| Riverchase Wealth Management, LLC |
Rett |
Dean |
CoFounder & Principal |
(972) 471-9013 Ext. 2 |
WM |
rett@riverchasewealth.com |
info@riverchasewealth.com |
3419 Cross Timbers Road, Suite 105 |
Flower Mound |
TX |
75028 |
United States of America |
North America |
https://www.linkedin.com/in/rett-dean-89b3b78/ |
|
2.011 |
|
|
https://www.linkedin.com/company/riverchase-wealth-management |
http://www.riverchasewealth.com |
We are a Fee-Only financial planning and investment management firm serving the Dallas/Fort Worth area. Our mission is to help individuals and families improve their long term success through independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. |
|
| Riverchase Wealth Management, LLC |
Sean |
Kelleher |
CoFounder & Principal |
(972) 471-9013 Ext. 1 |
WM |
sean@riverchasewealth.com |
info@riverchasewealth.com |
3419 Cross Timbers Road, Suite 105 |
Flower Mound |
TX |
75028 |
United States of America |
North America |
https://www.linkedin.com/in/seanpkelleher/ |
|
2.011 |
|
|
https://www.linkedin.com/company/riverchase-wealth-management |
http://www.riverchasewealth.com |
We are a Fee-Only financial planning and investment management firm serving the Dallas/Fort Worth area. Our mission is to help individuals and families improve their long term success through independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. |
|
| Riverchase Wealth Management, LLC |
Victoria |
Gibbs |
Wealth Plan Specialist |
(972) 471-9013 Ext. 4 |
WM |
victoria@riverchasewealth.com |
info@riverchasewealth.com |
3419 Cross Timbers Road, Suite 105 |
Flower Mound |
TX |
75028 |
United States of America |
North America |
https://www.linkedin.com/in/victoria-c-gibbs/ |
|
2.011 |
|
|
https://www.linkedin.com/company/riverchase-wealth-management |
http://www.riverchasewealth.com |
We are a Fee-Only financial planning and investment management firm serving the Dallas/Fort Worth area. Our mission is to help individuals and families improve their long term success through independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. |
|
| RiverNorth Capital Management, LLC |
Brian |
Schmucker |
Chairman |
(312) 832-1440 |
WM |
brian@rivernorth.com |
info@rivernorth.com |
325 North LaSalle Street, Suite 645 |
Chicago |
IL |
60654 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/rivernorth-capital-management-llc/ |
https://www.rivernorth.com/ |
RiverNorth is an investment management firm founded in 2000 that specializes in opportunistic strategies in niche markets where the potential to exploit inefficiencies is greatest. RiverNorth is the investment manager to multiple registered and private funds. |
|
| RiverNorth Capital Management, LLC |
Patrick |
Galley |
CEO, Chief Investment Officer |
(312) 832-1440 |
WM |
patrick@rivernorth.com |
info@rivernorth.com |
325 North LaSalle Street, Suite 645 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-galley-cfa-77714598/ |
|
2.000 |
|
|
https://www.linkedin.com/company/rivernorth-capital-management-llc/ |
https://www.rivernorth.com/ |
RiverNorth is an investment management firm founded in 2000 that specializes in opportunistic strategies in niche markets where the potential to exploit inefficiencies is greatest. RiverNorth is the investment manager to multiple registered and private funds. |
|
| Riverside Wealth Management |
Karla |
Rossetti Pippins |
Founder & President |
(617) 850-2550 |
WM |
krp@riversidewm.com |
|
777 South Flagler Drive, West Tower, Suite 800 |
Flower Mound |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/karla-rossetti-pippins-72b58710/ |
Wealth Management, Investment Management, Tax and Accounting, Trust and Estate Planning, Insurance, Healthcare, Social Security, Charitable Giving, Legacy Planning, Family Governance |
2.006 |
|
|
|
https://riversidewm.com/ |
Karla Rossetti Pippins founded Riverside Wealth Management to help her own family manage their wealth. The initial objective was to “manage the managers.” The purpose was to oversee those who were in charge of protecting and growing her family’s investments, preserve their current lifestyle, and make sure there were no surprises in their financial plan. What she discovered, leveraging her complex problem-solving and strategic consulting skills gained at Accenture, changed her career path, and she became a financial advisor and wealth management expert. |
|
| Riverwalk Wealth Management, Inc. |
Michael |
Mastroieni |
President |
(610) 940-9293 |
WM |
michael@riverwalkwealth.com |
ImAPriority@riverwalkwealth.com |
100 West 3rd Avenue Suite 100 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mastroieni-a410587/ |
|
2.013 |
|
michael@longevityis.com |
https://www.longevityis.com/ |
https://riverwalkwealth.com/ |
At Riverwalk Wealth Management, we have developed our version of an approach we like to call “Life Planning”, which allows us to deal with ever changing complexities in your lifetime. With a strong network of professionals to cover all areas of importance, we coordinate services from a Concierge (One-Stop-Shop) approach, providing the most comprehensive solutions with minimal effort from you. We work to develop a full, comprehensive and tailored plan focusing on financial, insurance, tax, healthcare and legal needs. As an independent firm, our creative strategies put the focus on you, where it should be. |
|
| RKL Wealth Management LLC |
Nicholas |
Boyer |
Chief Investment Officer & Executive Vice President |
(717) 399-1700 |
WM |
nboyer@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-boyer-4a2486126/ |
|
|
$1B |
|
https://www.linkedin.com/company/rkl-wealth-management-llc/ |
https://www.rklwealth.com/ |
At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations’ longstanding collaborative relationship with RKL and provides clients across the firms’ Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. |
|
| RKL Wealth Management LLC |
Stephanie |
Etter |
Chief Compliance Officer |
(717) 399-1700 |
WM |
setter@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-etter-64675095/ |
|
|
$1B |
|
https://www.linkedin.com/company/rkl-wealth-management-llc/ |
https://www.rklwealth.com/ |
At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations’ longstanding collaborative relationship with RKL and provides clients across the firms’ Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. |
|
| RKL Wealth Management LLC |
Sarah |
Young Fisher |
President Emeritus |
(717) 399-1700 |
WM |
syfisher@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/sarah-young-fisher-68302212/ |
|
|
$1B |
|
https://www.linkedin.com/company/rkl-wealth-management-llc/ |
https://www.rklwealth.com/ |
At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations’ longstanding collaborative relationship with RKL and provides clients across the firms’ Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. |
|
| RKL Wealth Management LLC |
Laurie |
Peer |
President |
(717) 399-1700 |
WM |
lpeer@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/laurie-peer-cpa-cfp-4b536b12/ |
|
|
$1B |
|
https://www.linkedin.com/company/rkl-wealth-management-llc/ |
https://www.rklwealth.com/ |
At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations’ longstanding collaborative relationship with RKL and provides clients across the firms’ Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. |
|
| RKL Wealth Management LLC |
Thomas |
Reardon |
Senior Wealth Advisor |
(717) 399-1700 |
WM |
treardon@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-reardon-cfp®-7263bb29/ |
|
|
$1B |
|
https://www.linkedin.com/company/rkl-wealth-management-llc/ |
https://www.rklwealth.com/ |
At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations’ longstanding collaborative relationship with RKL and provides clients across the firms’ Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. |
|
| RKL Wealth Management LLC |
David |
Morais |
Senior Wealth Advisor |
(717) 399-1700 |
WM |
dmorais@rklwealth.com |
|
1800 Fruitville Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/davidmmorais/ |
|
|
$1B |
|
https://www.linkedin.com/company/rkl-wealth-management-llc/ |
https://www.rklwealth.com/ |
At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations’ longstanding collaborative relationship with RKL and provides clients across the firms’ Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. |
|
| RLP Wealth Advisors |
Bud |
Sturmak |
Partner |
(201) 389-4040 |
WM |
bsturmak@blueskyinvm.com |
info@rlpwealth.com |
1745 Broadwa 18th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/bud-sturmak-92a1b85/ |
|
|
$7.3B |
|
|
http://rlpwealth.com/ |
|
|
| RMB Wealth Advisors, LLC |
Michael |
Braender |
Founder |
(609) 838-1335 |
WM |
mike@rmbwealthadvisors.com |
|
Lexington Square, 2117 Route 33, Suite 2 |
Hamilton Square |
NJ |
08690 |
United States of America |
North America |
https://www.linkedin.com/in/r-michael-braender-80482288/ |
|
2.007 |
|
|
|
http://www.rmbwealthadvisors.com/ |
RMB Wealth Advisors is a wealth management group located in Hamilton Township, NJ. It was established in 2007 to provide advice to individuals, families and small businesses. With over 35 years of combined industry experience, we have the expertise necessary to assist our clients in making informed decisions with their financial affairs. As independent advisors, we advise our clients in a manner which is always thoughtful of their best interests. We work with clients from varying backgrounds and stages in life and we understand that each client is deserving of a customized strategy that takes into consideration their family’s wants, needs, goals and dreams. Our smaller size gives us the ability to create a welcome environment for our clients where they feel comfortable as well as knowledgeable with the strategy we implement. |
|
| RMB Wealth Advisors, LLC |
Barbara |
Majkszak |
Administrative Assistant |
(609) 838-1335 |
WM |
barb@rmbwealthadvisors.com |
|
Lexington Square, 2117 Route 33, Suite 2 |
Hamilton Square |
NJ |
08690 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-majkszak-4b541448/ |
|
2.007 |
|
|
|
http://www.rmbwealthadvisors.com/ |
RMB Wealth Advisors is a wealth management group located in Hamilton Township, NJ. It was established in 2007 to provide advice to individuals, families and small businesses. With over 35 years of combined industry experience, we have the expertise necessary to assist our clients in making informed decisions with their financial affairs. As independent advisors, we advise our clients in a manner which is always thoughtful of their best interests. We work with clients from varying backgrounds and stages in life and we understand that each client is deserving of a customized strategy that takes into consideration their family’s wants, needs, goals and dreams. Our smaller size gives us the ability to create a welcome environment for our clients where they feel comfortable as well as knowledgeable with the strategy we implement. |
|
| RMB Wealth Advisors, LLC |
Craig |
Adams |
Advisor |
(609) 838-1335 |
WM |
craig@rmbwealthadvisors.com |
|
Lexington Square, 2117 Route 33, Suite 2 |
Hamilton Square |
NJ |
08690 |
United States of America |
North America |
https://www.linkedin.com/in/craig-adams-6901a218/ |
|
2.007 |
|
|
|
http://www.rmbwealthadvisors.com/ |
RMB Wealth Advisors is a wealth management group located in Hamilton Township, NJ. It was established in 2007 to provide advice to individuals, families and small businesses. With over 35 years of combined industry experience, we have the expertise necessary to assist our clients in making informed decisions with their financial affairs. As independent advisors, we advise our clients in a manner which is always thoughtful of their best interests. We work with clients from varying backgrounds and stages in life and we understand that each client is deserving of a customized strategy that takes into consideration their family’s wants, needs, goals and dreams. Our smaller size gives us the ability to create a welcome environment for our clients where they feel comfortable as well as knowledgeable with the strategy we implement. |
|
| RMR Wealth Builders Inc. |
Douglas |
Roth |
CoChairman |
(201) 836-2460 |
WM |
droth@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-roth-6618b1152/ |
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RMR Wealth Builders Inc. |
Edward |
Majtenyi |
President |
(480) 922-8788 |
WM |
emajtenyi@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
https://www.linkedin.com/in/ed-majtenyi-10586a10/ |
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RMR Wealth Builders Inc. |
John |
Simmers |
Partner |
(201) 836-2460 x7121 |
WM |
jsimmers@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
|
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RMR Wealth Builders Inc. |
Joseph |
Russo Jr |
CoChairman |
(201) 836-2460 |
WM |
jrusso@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
|
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RMR Wealth Builders Inc. |
Ryan |
DeGrau |
Executive Vice President |
(201) 836-2460 x7138 |
WM |
rdegrau@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
https://www.linkedin.com/in/ryandegrau/ |
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RMR Wealth Builders Inc. |
Matthew |
Levens |
Director of Wealth Management |
(212) 946-3921 |
WM |
mlevens@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
https://www.linkedin.com/in/matt-levens-056837bb/ |
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RMR Wealth Builders Inc. |
Steven |
Sergio |
Director of Compliance & Operations |
(201) 836-2460 x7154 |
WM |
ssergio@rmrwealth.com |
|
500 Glenpointe Centre W. |
Teaneck |
NJ |
07666 |
United States of America |
North America |
https://www.linkedin.com/in/steven-sergio-ba747765/ |
|
1.986 |
|
|
https://www.linkedin.com/company/rmr-wealth-builders-inc-/ |
https://www.rmrwealth.com/ |
RMR Wealth Builders - focuses on creating investment portfolios and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. |
|
| RNB Wealth Management Group |
Richard |
Brooks |
Principal |
(305) 653-6669 |
WM |
rbrooks@rnbwealth.com |
|
3451 NE 1st Ave M504 |
Miami |
FL |
33137 |
United States of America |
North America |
https://www.linkedin.com/in/richard-brooks-8870593b/ |
|
|
$31 million |
|
|
https://www.rnbwealth.com/ |
RNB Group is an independent investment advisory firm. This allows extraordinary attention to detail, adaptability and personal service. Our ultimate goal is finding solutions to financial aspirations through innovation and sound strategic planning. |
|
| Robasciotti & Philipson |
Rachel |
Robasciotti |
Principal & Wealth Manager |
(415) 986-5500 |
WM |
rachel@robasciotti.com |
info@robasciotti.com |
870 Market Street, Suite 1275 |
San Francisco |
CA |
94102-3017 |
United States of America |
North America |
https://www.linkedin.com/in/rachelrobasciotti/ |
|
2.004 |
|
|
https://www.linkedin.com/company/robasciotti-&-philipson/ |
https://robasciotti.com/ |
Robasciotti & Philipson is a values-aligned investment management firm that is majority-owned and operated by women, people of color, and members of the LGBTQ+ community. Our commitment to investing with social justice values, led us to create Adasina Social Capital, an innovative investment firm that combines financial wisdom with the needs, perspectives, and voices of impacted communities, intended to generate both individual and collective good. |
|
| Robasciotti & Philipson |
Maya |
Philipson |
Principal & Wealth Manager |
(415) 986-5500 |
WM |
maya@robasciotti.com |
info@robasciotti.com |
870 Market Street, Suite 1275 |
San Francisco |
CA |
94102-3017 |
United States of America |
North America |
https://www.linkedin.com/in/mayaphilipson/ |
|
2.004 |
|
|
https://www.linkedin.com/company/robasciotti-&-philipson/ |
https://robasciotti.com/ |
Robasciotti & Philipson is a values-aligned investment management firm that is majority-owned and operated by women, people of color, and members of the LGBTQ+ community. Our commitment to investing with social justice values, led us to create Adasina Social Capital, an innovative investment firm that combines financial wisdom with the needs, perspectives, and voices of impacted communities, intended to generate both individual and collective good. |
|
| Robasciotti & Philipson |
Sandy |
Holmes |
CCO, Operations |
(415) 986-5500 |
WM |
sandy@robasciotti.com |
info@robasciotti.com |
870 Market Street, Suite 1275 |
San Francisco |
CA |
94102-3017 |
United States of America |
North America |
https://www.linkedin.com/in/sandy-holmes-b305b17/ |
|
2.004 |
|
|
https://www.linkedin.com/company/robasciotti-&-philipson/ |
https://robasciotti.com/ |
Robasciotti & Philipson is a values-aligned investment management firm that is majority-owned and operated by women, people of color, and members of the LGBTQ+ community. Our commitment to investing with social justice values, led us to create Adasina Social Capital, an innovative investment firm that combines financial wisdom with the needs, perspectives, and voices of impacted communities, intended to generate both individual and collective good. |
|
| Robasciotti & Philipson |
Ella |
Taylor |
Wealth Manager |
(415) 986-5500 |
WM |
ella@robasciotti.com |
info@robasciotti.com |
870 Market Street, Suite 1275 |
San Francisco |
CA |
94102-3017 |
United States of America |
North America |
https://www.linkedin.com/in/ella-taylor-cfp®-cpcc-497a7b14/ |
|
2.004 |
|
|
https://www.linkedin.com/company/robasciotti-&-philipson/ |
https://robasciotti.com/ |
Robasciotti & Philipson is a values-aligned investment management firm that is majority-owned and operated by women, people of color, and members of the LGBTQ+ community. Our commitment to investing with social justice values, led us to create Adasina Social Capital, an innovative investment firm that combines financial wisdom with the needs, perspectives, and voices of impacted communities, intended to generate both individual and collective good. |
|
| Robasciotti & Philipson |
Elizabeth |
Gilbert Kaetzel |
Chief Of Staff |
(415) 986-5500 |
WM |
elizabeth@robasciotti.com |
info@robasciotti.com |
870 Market Street, Suite 1275 |
San Francisco |
CA |
94102-3017 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-gilbert-kaetzel-95338b4b/ |
|
2.004 |
|
|
https://www.linkedin.com/company/robasciotti-&-philipson/ |
https://robasciotti.com/ |
Robasciotti & Philipson is a values-aligned investment management firm that is majority-owned and operated by women, people of color, and members of the LGBTQ+ community. Our commitment to investing with social justice values, led us to create Adasina Social Capital, an innovative investment firm that combines financial wisdom with the needs, perspectives, and voices of impacted communities, intended to generate both individual and collective good. |
|
| Robbins Farley, LLC |
Bob |
Robbins |
Principal |
(603) 703-0255 |
WM |
bob.robbins@robbinsfarley.com |
info@robbinsfarley.com |
1000 Elm St. Suite 707 |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/bob-robbins-96a3672/ |
|
2.012 |
|
|
https://www.linkedin.com/company/robbinsfarleyllc/ |
https://www.robbinsfarley.com/ |
Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. |
|
| Robbins Farley, LLC |
Colleen |
Farley |
Managing Principal |
(603) 703-0255 |
WM |
colleen.farley@robbinsfarley.com |
info@robbinsfarley.com |
1000 Elm St. Suite 707 |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/colleenfarley/ |
|
2.012 |
|
|
https://www.linkedin.com/company/robbinsfarleyllc/ |
https://www.robbinsfarley.com/ |
Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. |
|
| Robbins Farley, LLC |
David |
Lanzillo |
Vice President |
(603) 703-0255 |
WM |
david.lanzillo@robbinsfarley.com |
info@robbinsfarley.com |
1000 Elm St. Suite 707 |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/davidblanzillo/ |
|
2.012 |
|
|
https://www.linkedin.com/company/robbinsfarleyllc/ |
https://www.robbinsfarley.com/ |
Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. |
|
| Robbins Farley, LLC |
Dawn |
Sullivan |
Director of Operations and Trading |
(603) 703-0255 |
WM |
dawn.moschella@robbinsfarley.com |
info@robbinsfarley.com |
1000 Elm St. Suite 707 |
Manchester |
NH |
03101 |
United States of America |
North America |
https://www.linkedin.com/in/dawn-sullivan-72149b77/ |
|
2.012 |
|
|
https://www.linkedin.com/company/robbinsfarleyllc/ |
https://www.robbinsfarley.com/ |
Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. |
|
| Robert W. Baird |
Peter |
Kies |
Managing Director |
(800) 792-2473 |
WM |
pkies@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/peter-kies-5041406/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Baird |
Geoff |
Mackey |
Managing Director, Chief Marketing & Communications Officer |
(800) 792-2473 |
WM |
gmackey@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/geoff-mackey-95815812/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Baird |
Laura |
Thurow |
Director of Wealth Solutions and Operations |
(800) 792-2473 |
WM |
lthurow@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/laura-thurow-cfa-4b80338/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Bird |
Rob |
Andrews |
Managing Director |
(800) 792-2473 |
WM |
randrews@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/rob-andrews-76513b6/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Bird |
Timothy |
Byrne |
CIO & Managing Director |
(800) 792-2473 |
WM |
tbyrne@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/tim-byrne-95303272/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Bird |
Erik |
Dahlberg |
Executive Director - Private Wealth Management Branch System |
(800) 792-2473 |
WM |
edahlberg@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/erik-dahlberg-84b17913/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Bird |
Brian |
Doyal |
Co-Head of Global Investment Banking |
(800) 792-2473 |
WM |
bdoyal@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/brian-doyal-4333201/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robert W. Bird |
Terrance |
Maxwell |
CFO |
(800) 792-2473 |
WM |
tmaxwell@rwbaird.com |
|
P.O. Box 0672 |
Milkwaukee |
WI |
53201-0672 |
United States of America |
North America |
https://www.linkedin.com/in/terry-maxwell-0971493a/ |
Private Equity |
1.919 |
$285B |
|
https://www.linkedin.com/company/robert-w-baird-&-co |
http://www.rwbaird.com/ |
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. |
|
| Robertson Stephens |
John |
Murray |
Principal |
(415) 500-6839 |
WM |
jmurray@rscapital.com |
info@rscapital.com |
201 Mission Street, Suite 510 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/john-murray-5421ba37/ |
|
|
$488 million |
|
https://www.linkedin.com/company/robertson-stephens-wealth-management-/ |
https://rscapital.com/ |
Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients' best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community. |
|
| Robertson Stephens |
Stuart |
Katz |
CEO and Chief Investment Officer |
(415) 500-6830 |
WM |
skatz@rscapital.com |
info@rscapital.com |
201 Mission Street, Suite 510 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-katz-171087175/ |
|
|
$488 million |
|
https://www.linkedin.com/company/robertson-stephens-wealth-management-/ |
https://rscapital.com/ |
Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients' best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community. |
|
| Robinson Smith Wealth Advisors |
David |
Robinson |
Senior Financial Advisor, Managing Member |
(207) 874-9840 |
WM |
drobinson@robinsonsmithwealth.com |
|
1 Harbour Place #12 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/robfin/ |
|
1.995 |
|
|
https://www.linkedin.com/company/robinson-smith-wealth-advisors |
https://www.robinsonsmithwealth.com/ |
Robinson Smith Wealth Advisors provides independent fee-only advice to high net worth individuals on how to achieve their financial goals and enjoy their wealth. RSWA team members work with individuals looking for an advisor not driven by commissions but driven by the desire to do right by the client to help them achieve their goals. Compensated only by clients and not by selling products, RSWA offers investment management and full comprehensive financial planning to simplify and organize complex financial lives. By consulting and working side by side with clients, together we create a roadmap to retirement planning, college funding and other financial goals so clients can approach the future with confidence. |
|
| Robinson Smith Wealth Advisors |
David |
Smith |
Senior Financial Advisor, Managing Member |
(603) 427-8926 |
WM |
dsmith@robinsonsmithwealth.com |
|
1 Harbour Place #12 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/david-m-smith-cima®-cfp®-5691b811/ |
|
1.995 |
|
|
https://www.linkedin.com/company/robinson-smith-wealth-advisors |
https://www.robinsonsmithwealth.com/ |
Robinson Smith Wealth Advisors provides independent fee-only advice to high net worth individuals on how to achieve their financial goals and enjoy their wealth. RSWA team members work with individuals looking for an advisor not driven by commissions but driven by the desire to do right by the client to help them achieve their goals. Compensated only by clients and not by selling products, RSWA offers investment management and full comprehensive financial planning to simplify and organize complex financial lives. By consulting and working side by side with clients, together we create a roadmap to retirement planning, college funding and other financial goals so clients can approach the future with confidence. |
|
| Robinson Wealth Management Group - Fort Worth |
Jim |
Robinson |
Owner |
(817) 706-4183 |
WM |
jim@rwmg.net |
|
6721 Meadow Haven Dr. |
Fort Worth |
TX |
76132 |
United States of America |
North America |
https://www.linkedin.com/in/financialplanningatrwmg/ |
|
|
|
|
|
https://rwmg.net/ |
At RWMG, Our Foremost Priority Is To Assist Our Clients In Achieving Their Current And Future Financial Goals And Aspirations. RWMG Is An Independent Registered Investment Advisory Firm. We Are Dedicated To Providing Access To High-Quality Investment Products And Sound Asset Allocation Strategies. These Products And Strategies Are Designed To Help You Succeed In A Constantly Changing And Complex Marketplace. Our Core Focus And Pledge Is To Provide Outstanding Support, Educational Value, And Integrity. |
|
| Roble Belko & Company, Inc. |
Roger |
Roble |
President |
(724) 935-4990 |
WM |
rroble@roblebelko.com |
info@roblebelko.com |
2200 Georgetowne Drive, Suite 200 |
Sewickley |
PA |
15143 |
United States of America |
North America |
https://www.linkedin.com/in/roger-roble-22a62325/ |
|
2.000 |
$470M |
|
https://www.linkedin.com/company/roble-belko-&-company |
http://roblebelko.com/ |
Roble Belko & Company is an investment advisory firm located in Pittsburgh, PA offering wealth and risk management services for high net worth individuals, families, and small institutions. |
|
| Rocco & Associates Wealth Management, Inc. |
Joe |
Rocco |
Founder |
(203) 255-6022 |
WM |
joseph.rocco@roccoandassociates.com |
|
2150 Post Road Suite 201 |
Fairfield |
CT |
06824 |
United States of America |
North America |
https://www.linkedin.com/in/josephwrocco/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rocco-&-associates-wealth-management-inc- |
http://www.roccoandassociates.com |
Rocco & Associates Wealth Management, Inc. was founded to assist individuals and families across all aspects of their financial lives. We provide life planning to help create financial stability and independence for each of our clients. In doing so, we’ve earned a reputation for excellence in our industry by providing high-touch, personalized service and unbiased advice and guidance. |
|
| Rocco & Associates Wealth Management, Inc. |
Charlie |
Rocco |
President & CEO |
(203) 255-6022 |
WM |
charles.rocco@roccoandassociates.com |
|
2150 Post Road Suite 201 |
Fairfield |
CT |
06824 |
United States of America |
North America |
https://www.linkedin.com/in/charlesrocco/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rocco-&-associates-wealth-management-inc- |
http://www.roccoandassociates.com |
Rocco & Associates Wealth Management, Inc. was founded to assist individuals and families across all aspects of their financial lives. We provide life planning to help create financial stability and independence for each of our clients. In doing so, we’ve earned a reputation for excellence in our industry by providing high-touch, personalized service and unbiased advice and guidance. |
|
| Rocco & Associates Wealth Management, Inc. |
Eric |
Johnson |
COO |
(203) 255-6022 |
WM |
eric.johnson@roccoandassociates.com |
|
2150 Post Road Suite 201 |
Fairfield |
CT |
06824 |
United States of America |
North America |
https://www.linkedin.com/in/eric-johnson-8810b32/ |
|
1.973 |
|
|
https://www.linkedin.com/company/rocco-&-associates-wealth-management-inc- |
http://www.roccoandassociates.com |
Rocco & Associates Wealth Management, Inc. was founded to assist individuals and families across all aspects of their financial lives. We provide life planning to help create financial stability and independence for each of our clients. In doing so, we’ve earned a reputation for excellence in our industry by providing high-touch, personalized service and unbiased advice and guidance. |
|
| Rockbridge Investment Management, LLC |
Craig |
Buckhout |
Principal |
(315) 671-1930 |
WM |
cbuckhout@rockbridgeinvest.com |
info@rockbridgeinvest.com |
220 S Warren St 9th Floor |
Syracuse |
NY |
13202 |
United States of America |
North America |
https://www.linkedin.com/in/craigbuckhout/ |
|
1.991 |
$336M |
|
https://www.linkedin.com/company/rockbridge-investment-management |
https://rockbridgeinvest.com/ |
Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. |
|
| Rockbridge Investment Management, LLC |
Anthony |
Farella |
Principal |
(315) 671-1927 |
WM |
afarella@rockbridgeinvest.com |
info@rockbridgeinvest.com |
220 S Warren St 9th Floor |
Syracuse |
NY |
13202 |
United States of America |
North America |
https://www.linkedin.com/in/anthonyfarella/ |
|
1.991 |
$336M |
|
https://www.linkedin.com/company/rockbridge-investment-management |
https://rockbridgeinvest.com/ |
Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. |
|
| Rockbridge Investment Management, LLC |
Patrick |
Rohe |
Principal |
(315) 671-1926 |
WM |
prohe@rockbridgeinvest.com |
info@rockbridgeinvest.com |
220 S Warren St 9th Floor |
Syracuse |
NY |
13202 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-rohe-cfp®-10a32110/ |
|
1.991 |
$336M |
|
https://www.linkedin.com/company/rockbridge-investment-management |
https://rockbridgeinvest.com/ |
Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. |
|
| Rockbridge Investment Management, LLC |
Edward |
Barno |
Partner |
(315) 671-1925 |
WM |
ebarno@rockbridgeinvest.com |
info@rockbridgeinvest.com |
220 S Warren St 9th Floor |
Syracuse |
NY |
13202 |
United States of America |
North America |
https://www.linkedin.com/in/ed-barno-2748549/ |
|
1.991 |
$336M |
|
https://www.linkedin.com/company/rockbridge-investment-management |
https://rockbridgeinvest.com/ |
Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. |
|
| Rockefeller Capital Management |
Jimmy |
Chang |
Managing Director, Chief Investment Strategist |
(212) 549-5100 |
WM |
jimmy.chang@rockco.com |
info@rockco.com |
10 Rockefeller Plaza |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/jimmy-chang-28a37120/ |
|
|
$18.1B |
|
https://www.linkedin.com/company/rockefeller-capital-management/?originalSubdomain=ph |
https://www.rockco.com/ |
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. |
|
| Rockefeller Capital Management |
David |
Harris |
Managing Director, Chief Investment Officer |
(212) 549-5100 |
WM |
david.harris@rockco.com |
info@rockco.com |
10 Rockefeller Plaza |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/david-harris-6b22006/ |
|
|
$18.1B |
|
https://www.linkedin.com/company/rockefeller-capital-management/?originalSubdomain=ph |
https://www.rockco.com/ |
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. |
|
| Rockwood Stone Wealth Management, LLC |
Ken |
Clark |
Financial Advisor |
(208) 233-1122 |
WM |
kclark@aisgadvisor.com |
|
275 S. 5th Avenue, Suite 285 |
Pocatello |
ID |
83201 |
United States of America |
North America |
https://www.linkedin.com/in/ken-clark-636875142/ |
|
|
|
|
|
https://www.rockwoodstonewealthmanagement.com/ |
Using a "team approach", Rockwood Stone Wealth Management takes time to understand each individual's financial and family situation, lifestyle needs, goals and dreams. We view each client relationship as a long term commitment that is based on mutual trust and equal value.
As your wealth grows, your needs become more specialized. The accumulation of wealth is not, after all, the end of your journey but rather a new start. Generally, this is the time to seek the comfort that comes from knowing everything you've worked to acquire will be managed, preserved and transferred according to your wishes. As a team, our goal is to help you take advantage of the opportunities which are best for your specific situation. |
|
| Rockwood Stone Wealth Management, LLC |
Lisa |
Adams |
Financial Advisor |
(208) 233-1122 |
WM |
ladams@aisgadvisor.com |
|
275 S. 5th Avenue, Suite 285 |
Pocatello |
ID |
83201 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-adams-rockwoodstonewealthmanagement-licensed-financial-advisor/ |
|
|
|
|
|
https://www.rockwoodstonewealthmanagement.com/ |
Using a "team approach", Rockwood Stone Wealth Management takes time to understand each individual's financial and family situation, lifestyle needs, goals and dreams. We view each client relationship as a long term commitment that is based on mutual trust and equal value.
As your wealth grows, your needs become more specialized. The accumulation of wealth is not, after all, the end of your journey but rather a new start. Generally, this is the time to seek the comfort that comes from knowing everything you've worked to acquire will be managed, preserved and transferred according to your wishes. As a team, our goal is to help you take advantage of the opportunities which are best for your specific situation. |
|
| Rockwood Stone Wealth Management, LLC |
Tressa |
Rockwood |
Financial Advisor |
(208) 233-1122 |
WM |
trockwood@aisgadvisor.com |
|
275 S. 5th Avenue, Suite 285 |
Pocatello |
ID |
83201 |
United States of America |
North America |
https://www.linkedin.com/in/tressa-rockwood-3b5985140/ |
|
|
|
|
|
https://www.rockwoodstonewealthmanagement.com/ |
Using a "team approach", Rockwood Stone Wealth Management takes time to understand each individual's financial and family situation, lifestyle needs, goals and dreams. We view each client relationship as a long term commitment that is based on mutual trust and equal value.
As your wealth grows, your needs become more specialized. The accumulation of wealth is not, after all, the end of your journey but rather a new start. Generally, this is the time to seek the comfort that comes from knowing everything you've worked to acquire will be managed, preserved and transferred according to your wishes. As a team, our goal is to help you take advantage of the opportunities which are best for your specific situation. |
|
| Rockwood Wealth Management |
John |
Augenblick |
Founder and President |
(267) 983-6400 |
WM |
john@rockwoodwealth.com |
|
6464 Lower York Road, Suite A |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/johnaugenblick/ |
|
2.007 |
|
|
https://www.linkedin.com/company/rockwood-wealth-management/ |
https://www.rockwoodwealth.com/ |
Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA.
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. |
|
| Rockwood Wealth Management |
Megan |
Lottier |
CCO |
(267) 983-6400 |
WM |
megan.lottier@rockwoodwealth.com |
|
6464 Lower York Road, Suite A |
New Hope |
PA |
18938 |
United States of America |
North America |
https://www.linkedin.com/in/megan-lottier-7464483/ |
|
2.007 |
|
|
https://www.linkedin.com/company/rockwood-wealth-management/ |
https://www.rockwoodwealth.com/ |
Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA.
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. |
|
| Rocky Mountain Wealth Management, LLC |
Brian |
Crook |
Founder |
(208) 472-8850 |
WM |
bcrook@rockymountainwm.com |
bcrook@rockymountainwm.com |
702 West Idaho Street, Suite 1100 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/brian-crook-cws-1a011714/ |
|
2.011 |
|
|
https://www.linkedin.com/company/rocky-mountain-wealth-management-llc/ |
https://www.rockymountainwm.com/ |
Rocky Mountain Wealth Management is a wealth management firm based in Boise, ID. The company provides some wonderful tools and strategies that we've developed to help you manage your wealth. We know that managing the relationship between risk and reward is the key to long-term investment success. Our overriding goal is to manage your risk, while we simultaneously pursue attractive investment returns for your investment portfolio. |
|
| Rodgers & Associates |
Rick |
Rodgers |
CoFounder and President |
(717) 5560-3800 |
WM |
rick@rodgers-associates.com |
info@rodgers-associates.com |
2025 Lititz Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/rodgersrick/ |
|
1.996 |
|
|
https://www.linkedin.com/company/rodgers-&-associates/ |
https://rodgers-associates.com/ |
Rodgers & Associates, an SEC Registered Investment Adviser* offers financial planning, tax planning and investment counseling to retirees and pre-retirees with over $500,000 of investable assets. Our specialty is helping people plan for and manage their retirement by providing them with professional, personalized service. If you are tired of endless sales pitches and are searching for a financial planner that understands the intricacies of retirement planning and the unique concerns retirees share, you have come to the right place. Our advisers offer all aspects of Financial Planning including Investment Advisory Service, Retirement Rollover Advice, Estate Tax and Income Tax Planning and Estate Transfer Planning to individuals who are retired or about to retire. |
|
| Rodgers & Associates |
Sandy |
Skrodinsky |
CCO |
(717) 5560-3800 |
WM |
rick@rodgers-associates.com |
info@rodgers-associates.com |
2025 Lititz Pike |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/sandy-skrodinsky-618b5498/ |
|
1.996 |
|
|
https://www.linkedin.com/company/rodgers-&-associates/ |
https://rodgers-associates.com/ |
Rodgers & Associates, an SEC Registered Investment Adviser* offers financial planning, tax planning and investment counseling to retirees and pre-retirees with over $500,000 of investable assets. Our specialty is helping people plan for and manage their retirement by providing them with professional, personalized service. If you are tired of endless sales pitches and are searching for a financial planner that understands the intricacies of retirement planning and the unique concerns retirees share, you have come to the right place. Our advisers offer all aspects of Financial Planning including Investment Advisory Service, Retirement Rollover Advice, Estate Tax and Income Tax Planning and Estate Transfer Planning to individuals who are retired or about to retire. |
|
| Rogers Wealth Group |
Craig |
Rogers |
Chief Executive Officer |
(817) 334-0351 |
WM |
crogers@rogersco.com |
|
1330 Summit Avenue |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/craig-rogers-32b95454/ |
|
1.973 |
$765M |
|
https://www.linkedin.com/company/rogers-wealth-group/ |
https://www.rogersco.com/ |
Rogers Wealth Group, Inc. provides investment advisory services. The Company offers investment management, retirement planning, estate planning, tax management, and account consolidation services. Rogers Wealth Group serves its clients throughout the United States. |
|
| Rollins Financial |
Joe |
Rollins |
Principal |
(404) 892-7967 |
WM |
jrollins@rollinsfinancial.com |
invest@rollinsfinancial.com |
3343 Peachtree Road NE East Tower Suite 500 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/jrrollins/ |
|
1.990 |
$319M |
|
https://www.linkedin.com/company/rollins-financial/ |
http://www.rollinsfinancial.com/ |
Rollins Financial, Inc. is an Atlanta-based registered investment advisory (RIA) firm with more than 25 years of unparalleled service. Rollins offers fee-only independent investment management services for individuals, small businesses and corporations nationwide. The firm holds a strong commitment to objectivity, transparency and disciplined investing, and offers a wide variety of services including asset management, financial planning, and coordinated tax planning and preparation (through its affiliated certified public accounting firm, Rollins & Van Lear, P.C.). |
|
| Rollins Financial |
Robby |
Schultz |
Partner |
(404) 892-7967 |
WM |
rschultz@rollinsfinancial.com |
invest@rollinsfinancial.com |
3343 Peachtree Road NE East Tower Suite 500 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/robbyschultz/ |
|
1.990 |
$319M |
|
https://www.linkedin.com/company/rollins-financial/ |
http://www.rollinsfinancial.com/ |
Rollins Financial, Inc. is an Atlanta-based registered investment advisory (RIA) firm with more than 25 years of unparalleled service. Rollins offers fee-only independent investment management services for individuals, small businesses and corporations nationwide. The firm holds a strong commitment to objectivity, transparency and disciplined investing, and offers a wide variety of services including asset management, financial planning, and coordinated tax planning and preparation (through its affiliated certified public accounting firm, Rollins & Van Lear, P.C.). |
|
| Rollins Financial |
Eddie |
Wilcox |
Partner |
(404) 892-7967 |
WM |
ewilcox@rollinsfinancial.com |
invest@rollinsfinancial.com |
3343 Peachtree Road NE East Tower Suite 500 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/eddie-wilcox-cfa-cfp-2294798/ |
|
1.990 |
$319M |
|
https://www.linkedin.com/company/rollins-financial/ |
http://www.rollinsfinancial.com/ |
Rollins Financial, Inc. is an Atlanta-based registered investment advisory (RIA) firm with more than 25 years of unparalleled service. Rollins offers fee-only independent investment management services for individuals, small businesses and corporations nationwide. The firm holds a strong commitment to objectivity, transparency and disciplined investing, and offers a wide variety of services including asset management, financial planning, and coordinated tax planning and preparation (through its affiliated certified public accounting firm, Rollins & Van Lear, P.C.). |
|
| Romano Brothers & Co. Wealth Management |
Richard |
Romano |
Founder and Chairman |
(847) 866-7700 |
WM |
rromano@romanowealth.com |
info@romanowealth.com |
1560 Sherman Avenue, Suite 1300 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/richard-romano-3245149a/ |
|
1.962 |
|
|
https://www.linkedin.com/company/romano-wealth-management/ |
https://romanowealth.com/ |
Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs). Here are a few of the differences that distinguish us within the industry.
As a boutique firm, we offer our clients a most precious commodity: the personalized attention required to meet their specific investment needs. There are no intermediaries or “relationship” managers serving as an unnecessary buffer between the client and investment manager. Instead, clients discuss their investment needs directly with their Romano Wealth Management professional. In addition, the client has direct access to the executive staff at all times, including the firm’s president. |
|
| Romano Brothers & Co. Wealth Management |
Joseph |
R.V. Romano |
President |
(847) 866-7700 |
WM |
jromano@romanowealth.com |
info@romanowealth.com |
1560 Sherman Avenue, Suite 1300 |
Evanston |
IL |
60201 |
United States of America |
North America |
|
|
1.962 |
|
|
https://www.linkedin.com/company/romano-wealth-management/ |
http://romanowealth.com/ |
Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs). Here are a few of the differences that distinguish us within the industry.
As a boutique firm, we offer our clients a most precious commodity: the personalized attention required to meet their specific investment needs. There are no intermediaries or “relationship” managers serving as an unnecessary buffer between the client and investment manager. Instead, clients discuss their investment needs directly with their Romano Wealth Management professional. In addition, the client has direct access to the executive staff at all times, including the firm’s president. |
|
| Romano Brothers & Co. Wealth Management |
Douglas |
Geisser |
Vice President |
(847) 866-7700 |
WM |
dgeisser@romanowealth.com |
info@romanowealth.com |
1560 Sherman Avenue, Suite 1300 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/doug-geisser-b763196/ |
|
1.962 |
|
|
https://www.linkedin.com/company/romano-wealth-management/ |
http://romanowealth.com/ |
Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs). Here are a few of the differences that distinguish us within the industry.
As a boutique firm, we offer our clients a most precious commodity: the personalized attention required to meet their specific investment needs. There are no intermediaries or “relationship” managers serving as an unnecessary buffer between the client and investment manager. Instead, clients discuss their investment needs directly with their Romano Wealth Management professional. In addition, the client has direct access to the executive staff at all times, including the firm’s president. |
|
| Romano Brothers & Co. Wealth Management |
Eric |
Bederman |
Chief Operating & Compliance Officer |
(847) 866-7700 |
WM |
ebederman@romanowealth.com |
info@romanowealth.com |
1560 Sherman Avenue, Suite 1300 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/ebederman/ |
|
1.962 |
|
|
https://www.linkedin.com/company/romano-wealth-management/ |
http://romanowealth.com/ |
Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs). Here are a few of the differences that distinguish us within the industry.
As a boutique firm, we offer our clients a most precious commodity: the personalized attention required to meet their specific investment needs. There are no intermediaries or “relationship” managers serving as an unnecessary buffer between the client and investment manager. Instead, clients discuss their investment needs directly with their Romano Wealth Management professional. In addition, the client has direct access to the executive staff at all times, including the firm’s president. |
|
| Ronald Blue & Co., LLC |
Russ |
Crosson |
Executive Vice Chairman of the Board |
(770) 280-6000 |
WM |
russ.crosson@ronblue.com |
info@ronblue.com |
1125 Sanctuary Parkway, Suite 500 |
Alpharetta |
GA |
30009 |
United States of America |
North America |
https://www.linkedin.com/in/russcrosson/ |
|
2.017 |
$7M |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/ |
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. |
|
| Ronald Blue & Co., LLC |
Brian |
Shepler |
President, EVP Client Services |
(770) 280-6000 |
WM |
brian.shepler@ronblue.com |
info@ronblue.com |
1125 Sanctuary Parkway, Suite 500 |
Alpharetta |
GA |
30009 |
United States of America |
North America |
https://www.linkedin.com/in/brian-shepler-79b8a/ |
|
2.017 |
$7M |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/ |
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. |
|
| Ronald Blue & Co., LLC |
Mike |
Searcy |
Managing Director |
(480) 820-2660 |
WM |
mike.searcy@ronblue.com |
info@ronblue.com |
1125 Sanctuary Parkway, Suite 500 |
Alpharetta |
GA |
30009 |
United States of America |
North America |
https://www.linkedin.com/in/mike-searcy-a0b7a7116/ |
|
2.017 |
$10B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/ |
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. |
|
| Ronald Blue & Co., LLC |
Jason |
Gehl |
Senior Private Wealth Advisor |
(480) 820-2660 |
WM |
jason@ronblue.com |
info@ronblue.com |
1125 Sanctuary Parkway, Suite 500 |
Alpharetta |
GA |
30009 |
United States of America |
North America |
https://www.linkedin.com/in/jason-gehl-a77614b2/ |
|
2.017 |
$10B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/ |
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. |
|
| Ronald Blue & Co., LLC |
Ken |
Desmarchais |
Senior Private Wealth Advisor |
(480) 820-2660 |
WM |
ken.desmarchais@ronblue.com |
info@ronblue.com |
1125 Sanctuary Parkway, Suite 500 |
Alpharetta |
GA |
30009 |
United States of America |
North America |
https://www.linkedin.com/in/ken-desmarchais-cfp®-29a28174/ |
|
2.017 |
$10B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/ |
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. |
|
| Ronald Blue Trust |
George |
Kawasaki |
Managing Director |
(847) 945-2214 |
WM |
george.kawasaki@ronblue.com |
info@ronblue.com |
500 Lake Cook Road, Suite 430 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/george-kawasaki-01936110/ |
|
2.017 |
$7B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/chicago |
Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services. |
|
| Ronald Blue Trust |
Shawn |
Jacques |
Private Wealth Advisor |
(847) 945-2214 |
WM |
shawn.jacques@ronblue.com |
info@ronblue.com |
500 Lake Cook Road, Suite 430 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/shawnjacques/ |
|
2.017 |
$7B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/chicago |
Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services. |
|
| Ronald Blue Trust |
Keith |
Kreb |
Senior Private Wealth Advisor |
(847) 945-2214 |
WM |
keith.kreb@ronblue.com |
info@ronblue.com |
500 Lake Cook Road, Suite 430 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/shawnjacques/ |
|
2.017 |
$7B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/chicago |
Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services. |
|
| Ronald Blue Trust |
Brent |
Prorok |
Senior Financial Planner |
(847) 945-2214 |
WM |
brent.prorok@ronblue.com |
info@ronblue.com |
500 Lake Cook Road, Suite 430 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/keith-kreb-26638a8/ |
|
2.017 |
$7B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/chicago |
Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services. |
|
| Ronald Blue Trust |
John |
Yukawa |
Senior Private Wealth Advisor |
(847) 945-2214 |
WM |
john.yukawa@ronblue.com |
info@ronblue.com |
500 Lake Cook Road, Suite 430 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/john-yukawa-72a3479/ |
|
2.017 |
$7B |
|
https://www.linkedin.com/company/ronaldbluetrust/ |
https://www.ronblue.com/chicago |
Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services. |
|
| Roof Advisory Group, Inc. |
Kevin |
Roof |
COO & Chief Compliance Officer |
(717) 260-9281 |
WM |
kroof@roofadvisory.com |
news@roofadvisory.com |
507 N. Front st. |
Harrisburg |
PA |
17101 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-s-roof-9a8a815b/ |
|
1.998 |
$425M |
|
https://www.linkedin.com/company/roofadvisorygroup/ |
https://www.roofadvisory.com/ |
Roof Advisory Group has a team of in-house financial advisors with expertise in wealth management, financial planning, and investment analysis that create personalized results. Our duty of care and loyalty puts the clients’ best interests first. The sole mission of the firm is delivering objective investment management and financial advice on a fee-only basis. The firm receives no compensation whatsoever in the form of loads, commissions, or 12b-1 fees. We advise clients on managing their assets in the most effective and efficient manner, providing customized solutions for both individual and institutional clients. |
|
| Roof Advisory Group, Inc. |
Bradley |
Newman |
Financial Planner |
(717) 260-9281 |
WM |
bnewman@roofadvisory.com |
news@roofadvisory.com |
507 N. Front st. |
Harrisburg |
PA |
17101 |
United States of America |
North America |
https://www.linkedin.com/in/brad-newman-cfp®-34570610/ |
|
1.998 |
$425M |
|
https://www.linkedin.com/company/roofadvisorygroup/ |
https://www.roofadvisory.com/ |
Roof Advisory Group has a team of in-house financial advisors with expertise in wealth management, financial planning, and investment analysis that create personalized results. Our duty of care and loyalty puts the clients’ best interests first. The sole mission of the firm is delivering objective investment management and financial advice on a fee-only basis. The firm receives no compensation whatsoever in the form of loads, commissions, or 12b-1 fees. We advise clients on managing their assets in the most effective and efficient manner, providing customized solutions for both individual and institutional clients. |
|
| Ropes Wealth Advisors |
Robert |
Shapiro |
CEO |
(617) 951-7217 |
WM |
Robert.Shapiro@ropeswealth.com |
|
Prudential Tower 800 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/robert-shapiro-b33a5118b/ |
|
2.013 |
$2,707 million |
|
|
https://www.ropeswealthadvisors.com/ |
Ropes Wealth Advisors LLC operates as a wealth management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. Ropes Wealth Advisors serves customers worldwide. |
|
| Ropes Wealth Advisors |
Michelle |
Knight |
Chief Investment Officer & Chief Economist |
(617) 951-7531 |
WM |
Michelle.Knight@ropeswealth.com |
|
Prudential Tower 800 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
|
|
2.013 |
$2,707 million |
|
|
https://www.ropeswealthadvisors.com/ |
Ropes Wealth Advisors LLC operates as a wealth management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. Ropes Wealth Advisors serves customers worldwide. |
|
| Ropes Wealth Advisors |
Kristina |
Fazio |
Chief Compliance Officer |
(617) 951-7551 |
WM |
Kristin.Fazio@ropeswealth.com |
|
Prudential Tower 800 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-fazio-9205041/ |
|
2.013 |
$2,707 million |
|
|
https://www.ropeswealthadvisors.com/ |
Ropes Wealth Advisors LLC operates as a wealth management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. Ropes Wealth Advisors serves customers worldwide. |
|
| Rose Capital Advisors |
Michael |
Rose |
Managing Partner |
(305) 534-7673 |
WM |
michael@rosecapitaladvisors.com |
info@rosecapitaladvisors.com |
119 Washington Ave., Suite 400 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/michaeljrose/ |
|
2.012 |
$203M |
|
https://www.linkedin.com/company/rose-capital-advisors/ |
http://rosecapitaladvisors.com/ |
Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. |
|
| Rose Capital Advisors |
Gareth |
Evans |
Director of Business Development |
(305) 534-7673 |
WM |
gareth@rosecapitaladvisors.com |
info@rosecapitaladvisors.com |
119 Washington Ave., Suite 400 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/gareth-evans-4a96014/ |
|
2.012 |
$203M |
|
https://www.linkedin.com/company/rose-capital-advisors/ |
http://rosecapitaladvisors.com/ |
Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. |
|
| RoseRock Wealth Management |
Ryan |
Huey |
Founder |
(214) 220-8989 |
WM |
ryan@roserockwealth.com |
info@roserockwealth.com |
5956 Sherry Lane Suite 1000 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/ryanhuey/ |
|
|
|
|
https://www.linkedin.com/company/roserockwealth/ |
https://roserockwealth.com |
RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives. With over 30 years of combined experience, Ryan W. Huey, CFP® and Franklin Matute, CFP® are committed to helping clients achieve their goals and find fulfillment. |
|
| RoseRock Wealth Management |
Franklin |
Matute |
Financial Advisor |
(214) 220-8989 |
WM |
franklin@roserockwealth.com |
info@roserockwealth.com |
5956 Sherry Lane Suite 1000 |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/franklin-matute-cfp®-48575559/ |
|
|
|
|
https://www.linkedin.com/company/roserockwealth/ |
https://roserockwealth.com |
RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives. With over 30 years of combined experience, Ryan W. Huey, CFP® and Franklin Matute, CFP® are committed to helping clients achieve their goals and find fulfillment. |
|
| Rosevest Financial |
Jake |
Guttman |
Founder & CEO |
(480) 951-5300 |
WM |
jake@rosevestfinancial.com |
info@rosevestfinancial.com |
7220 North 16th Street, Suite C |
Phoenix |
AZ |
85020 |
United States of America |
North America |
https://www.linkedin.com/in/jakegut722 |
|
2.007 |
|
|
|
https://www.rosevestfinancial.com/ |
Rosevest is a multi-generational, family-owned and operated, financial advisory firm predicated on four key foundations; family-first, purposeful action, balance, and elegant solutions. Utilizing these founding principles, our mission, as an organization is to act as a trusted confidant to successful executives and families, and to help our clients and our community in “tuning out the noise” of the financial world. It is our intention that each and every individual and family we assist is left in a better position than when they started. We encourage all clients to live a life of balance and purpose, partnering with our firm as their chosen advisor for investment and planning responsibilities. By fostering meaningful, long-term, mutually beneficial relationships, we can guide our clients through their financial lives and act as a trusted partner when they must make life’s toughest decisions. |
|
| Rosevest Financial |
Joy |
Audet |
Client Relationship Manager |
(480) 951-5300 |
WM |
joy@rosevestfinancial.com |
info@rosevestfinancial.com |
7220 North 16th Street, Suite C |
Phoenix |
AZ |
85020 |
United States of America |
North America |
|
|
2.007 |
|
|
|
https://www.rosevestfinancial.com/ |
Rosevest is a multi-generational, family-owned and operated, financial advisory firm predicated on four key foundations; family-first, purposeful action, balance, and elegant solutions. Utilizing these founding principles, our mission, as an organization is to act as a trusted confidant to successful executives and families, and to help our clients and our community in “tuning out the noise” of the financial world. It is our intention that each and every individual and family we assist is left in a better position than when they started. We encourage all clients to live a life of balance and purpose, partnering with our firm as their chosen advisor for investment and planning responsibilities. By fostering meaningful, long-term, mutually beneficial relationships, we can guide our clients through their financial lives and act as a trusted partner when they must make life’s toughest decisions. |
|
| Rosevest Financial |
Shawn |
Fitzpatrick |
Director of Client Care |
(480) 951-5300 |
WM |
shawn@rosevestfinancial.com |
info@rosevestfinancial.com |
7220 North 16th Street, Suite C |
Phoenix |
AZ |
85020 |
United States of America |
North America |
|
|
2.007 |
|
|
|
https://www.rosevestfinancial.com/ |
Rosevest is a multi-generational, family-owned and operated, financial advisory firm predicated on four key foundations; family-first, purposeful action, balance, and elegant solutions. Utilizing these founding principles, our mission, as an organization is to act as a trusted confidant to successful executives and families, and to help our clients and our community in “tuning out the noise” of the financial world. It is our intention that each and every individual and family we assist is left in a better position than when they started. We encourage all clients to live a life of balance and purpose, partnering with our firm as their chosen advisor for investment and planning responsibilities. By fostering meaningful, long-term, mutually beneficial relationships, we can guide our clients through their financial lives and act as a trusted partner when they must make life’s toughest decisions. |
|
| Rosseau Asset Management |
Jow |
Lee |
CFO |
(416) 777-2558 |
WM |
jwlee@rosseau.com |
info@rosseau.com |
181 Bay Street Suite 2920 Box 736 |
Toronto |
ON |
M5J 2T3 |
Canada |
North America |
https://www.linkedin.com/in/jow-lee-cpa-ca-9343b5186/ |
|
1.998 |
$300M |
|
|
http://www.rosseau.com/ |
Established in 1998, Rosseau Asset Management Ltd. is a money management firm based in Toronto that caters to the needs of high net worth and institutional investors. Rosseau employs a number of alternative investment strategies to maximize returns for investors. |
|
| Rothschild Asset Management Inc. |
Chris |
Kaufman |
Managing Director |
(212) 403-3819 |
WM |
chris.kaufman@rothschild.com |
caitlin.champlin@rothschild.com |
1251 Avenue of the Americas 33rd Floor |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/chris-kaufman-466336a/ |
|
1.798 |
$4M |
|
https://www.linkedin.com/company/rothschildandco/ |
https://www.rothschild.com/ |
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. |
|
| Rothschild Asset Management Inc. |
Tina |
Jones |
Managing Director |
(212) 403-3619 |
WM |
tina.jones@rothschild.com |
caitlin.champlin@rothschild.com |
1251 Avenue of the Americas 33rd Floor |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/tina-jones-20459822/ |
|
1.798 |
$4M |
|
https://www.linkedin.com/company/rothschildandco/ |
https://www.rothschild.com/ |
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. |
|
| Rothschild Asset Management Inc. |
Joseph |
Bellantoni |
Managing Director, Portfolio Manager |
(212) 403-5466 |
WM |
joseph.bellantoni@rothschild.com |
caitlin.champlin@rothschild.com |
1251 Avenue of the Americas 33rd Floor |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/joe-bellantoni-cfa-b3205a83/ |
|
1.798 |
$4M |
|
https://www.linkedin.com/company/rothschildandco/ |
https://www.rothschild.com/ |
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. |
|
| Rothschild Investment Corporation |
Richard |
Karger |
Chairnan / CEO |
(312) 983-8950 |
WM |
rkarger@rothschildinv.com |
|
311 South Wacker Drive, Suite 6500 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/rothschild-investment-corporation/ |
https://www.rothschildinv.com/ |
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions. |
|
| Rothschild Investment Corporation |
Bart |
Bonga |
President |
(312) 983-8914 |
WM |
bbonga@rothschildinv.com |
|
311 South Wacker Drive, Suite 6500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/bart-bonga-4b1b6a7/ |
|
1.908 |
|
|
https://www.linkedin.com/company/rothschild-investment-corporation/ |
https://www.rothschildinv.com/ |
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions. |
|
| Rothschild Investment Corporation |
Bradley |
Drake |
EVP / CFO / CCO |
(312) 983-8956 |
WM |
bdrake@rothschildinv.com |
|
311 South Wacker Drive, Suite 6500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brad-drake-a1b1a68/ |
|
1.908 |
|
|
https://www.linkedin.com/company/rothschild-investment-corporation/ |
https://www.rothschildinv.com/ |
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions. |
|
| Rothschild Investment Corporation |
Luke |
Novak |
Vice President |
(312) 983-8975 |
WM |
lnovak@rothschildinv.com |
|
311 South Wacker Drive, Suite 6500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/luke-novak-920a67/ |
|
1.908 |
|
|
https://www.linkedin.com/company/rothschild-investment-corporation/ |
https://www.rothschildinv.com/ |
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions. |
|
| Rothschild Investment Corporation |
Joel |
Solomon |
EVP |
(312) 983-8976 |
WM |
jsolomon@rothschildinv.com |
|
311 South Wacker Drive, Suite 6500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/joelesolomon/ |
|
1.908 |
|
|
https://www.linkedin.com/company/rothschild-investment-corporation/ |
https://www.rothschildinv.com/ |
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions. |
|
| Rothschild Investment Corporation |
Charles |
Callahan |
Vice President |
(312) 983-8999 |
WM |
ccallahan@rothschildinv.com |
|
311 South Wacker Drive, Suite 6500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/charles-callahan-73824b8/ |
|
1.908 |
|
|
https://www.linkedin.com/company/rothschild-investment-corporation/ |
https://www.rothschildinv.com/ |
Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions. |
|
| Round Hill Wealth Management |
Douglas |
Brymer |
President / Wealth Advisor |
(630) 210-8210 |
WM |
dbrymer@roundhillwealth.com |
info@roundhillwealth.com |
280 Shuman Boulevard, Suite 140 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-brymer-06353296/ |
|
2.013 |
|
|
|
https://www.roundhillwealth.com/ |
At Round Hill Wealth Management, we take financial theory and adapt it to the Real World. We remain acutely aware of the past – yet focus on the present and what it may mean for the future. We acknowledge the psychology of investing unique to each individual client – and never ignore it in favor of our own opinions. Our resources are dedicated to creating an exceptional experience for all clients – rather than maximizing the number we serve. And while we relish the friendships we have made with clients, we always understand that we are hired first and foremost as a trusted financial advisor. |
|
| Round Hill Wealth Management |
David |
Swanson |
Principal / Wealth Advisor |
(630) 210-8212 |
WM |
dswanson@roundhillwealth.com |
info@roundhillwealth.com |
280 Shuman Boulevard, Suite 140 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/davidlswanson/ |
|
2.013 |
|
|
|
https://www.roundhillwealth.com/ |
At Round Hill Wealth Management, we take financial theory and adapt it to the Real World. We remain acutely aware of the past – yet focus on the present and what it may mean for the future. We acknowledge the psychology of investing unique to each individual client – and never ignore it in favor of our own opinions. Our resources are dedicated to creating an exceptional experience for all clients – rather than maximizing the number we serve. And while we relish the friendships we have made with clients, we always understand that we are hired first and foremost as a trusted financial advisor. |
|
| Round Table Services LLC |
Bruce |
Hyde |
Wealth Manager |
(908) 789-7310 |
WM |
bruce@roundtableservices.com |
info@roundtableservices.com |
241 North Avenue W, Third Floor, Suite 300 |
Westfield |
NJ |
7090 |
United States of America |
North America |
https://www.linkedin.com/in/brucehyde/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$900M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
New York Office:
145 West 57th Street, 14th Floor
New York, NY 10019
Phone: (212) 257-4369 |
| Round Table Services LLC |
Robert |
Davis |
Chief Investment Officer |
(908) 789-7310 |
WM |
robert@roundtableservices.com |
info@roundtableservices.com |
241 North Avenue W, Third Floor, Suite 300 |
Westfield |
NJ |
7090 |
United States of America |
North America |
https://www.linkedin.com/in/robert-davis-7716b51a/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$900M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
New York Office:
145 West 57th Street, 14th Floor
New York, NY 10019
Phone: (212) 257-4369 |
| Round Table Services LLC |
Steven |
Giacona |
Founder |
(908) 789-7310 |
WM |
steven@roundtableservices.com |
info@roundtableservices.com |
241 North Avenue W, Third Floor, Suite 300 |
Westfield |
NJ |
7090 |
United States of America |
North America |
https://www.linkedin.com/in/steven-giacona-44925876/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$900M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
New York Office:
145 West 57th Street, 14th Floor
New York, NY 10019
Phone: (212) 257-4369 |
| Round Table Services LLC |
Theodore |
Schneider |
Associate & Portfolio Analyst |
(908) 789-7310 |
WM |
theodore@roundtablewealth.com |
info@roundtableservices.com |
241 North Avenue W, Third Floor, Suite 300 |
Westfield |
NJ |
7090 |
United States of America |
North America |
https://www.linkedin.com/in/theodoreschneider/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$900M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
New York Office:
145 West 57th Street, 14th Floor
New York, NY 10019
Phone: (212) 257-4369 |
| Round Table Wealth Management, LLC |
Eric |
Thompson |
Wealth Analyst |
Direct: (908) 374-2579 |
WM |
eric@roundtablewealth.com |
info@roundtableservices.com |
241 North Avenue W., Third Floor, Suite 300 |
Westfield |
NJ |
07090 |
United States of America |
North America |
https://www.linkedin.com/in/ericmthomps/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$950M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
|
| Round Table Wealth Management, LLC |
Michael |
Fischer |
Wealth Advisor |
Direct: (908) 374-2576 |
WM |
michael@roundtablewealth.com |
info@roundtableservices.com |
241 North Avenue W., Third Floor, Suite 300 |
Westfield |
NJ |
07090 |
United States of America |
North America |
https://www.linkedin.com/in/mbfischer/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$950M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
|
| Round Table Wealth Management, LLC |
Steven |
Giacona |
Partner & CEO |
(908) 789-7310 |
WM |
steven@roundtablewealth.com |
info@roundtableservices.com |
241 North Avenue W., Third Floor, Suite 300 |
Westfield |
NJ |
07090 |
United States of America |
North America |
https://www.linkedin.com/in/steven-giacona-44925876/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$950M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
|
| Round Table Wealth Management, LLC |
Richard |
Freeman |
Senior Director & Wealth Advisor |
(908) 789-7310 |
WM |
rich@roundtablewealth.com |
info@roundtableservices.com |
241 North Avenue W., Third Floor, Suite 300 |
Westfield |
NJ |
07090 |
United States of America |
North America |
https://www.linkedin.com/in/richardbfreeman/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
1.999 |
$950M |
|
https://www.linkedin.com/company/round-table-services-llc |
http://roundtablewealth.com/ |
With a heritage in delivering multi-family office services, Round Table Services understand family dynamics. More often than not, we serve as statesmen, diplomatic representatives, and mediators on behalf of our clients. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. |
|
| Roundtable Capital Partners Inc. |
Jim |
Allan |
Chairman |
(416) 306-9953 |
WM |
jim@rcpinc.ca |
info@rcpinc.ca |
100 Adelaide Street West, Suite 2920 |
Toronto |
ON |
M5H 1S3 |
Canada |
North America |
https://www.linkedin.com/in/jim-allan-2942997/ |
|
2.005 |
$3 billion |
|
https://www.linkedin.com/company/roundtable-capital-partners-inc- |
http://www.roundtablecapital.ca/ |
Roundtable Capital Partners Inc. is an independent, private wealth management firm offering investment services to high-net-worth families, foundations and institutions. The central mission is to build and protect the capital of clients seeking superior long-term absolute returns. The Company was incorporated in 2005 and is registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. |
|
| Roundtable Capital Partners Inc. |
Geoff |
Spidle |
President |
(416) 306-9953 |
WM |
geoff@rcpinc.ca |
info@rcpinc.ca |
100 Adelaide Street West, Suite 2920 |
Toronto |
ON |
M5H 1S3 |
Canada |
North America |
https://www.linkedin.com/in/geoff-spidle-7162aa26/ |
|
2.005 |
$3 billion |
|
https://www.linkedin.com/company/roundtable-capital-partners-inc- |
http://www.roundtablecapital.ca/ |
Roundtable Capital Partners Inc. is an independent, private wealth management firm offering investment services to high-net-worth families, foundations and institutions. The central mission is to build and protect the capital of clients seeking superior long-term absolute returns. The Company was incorporated in 2005 and is registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. |
|
| Roundtable Capital Partners Inc. |
Peter |
McCarthy |
Principal |
(416) 306-9953 |
WM |
peter@rcpinc.ca |
info@rcpinc.ca |
100 Adelaide Street West, Suite 2920 |
Toronto |
ON |
M5H 1S3 |
Canada |
North America |
https://www.linkedin.com/in/peter-mccarthy-bb02306/ |
|
2.005 |
$3 billion |
|
https://www.linkedin.com/company/roundtable-capital-partners-inc- |
http://www.roundtablecapital.ca/ |
Roundtable Capital Partners Inc. is an independent, private wealth management firm offering investment services to high-net-worth families, foundations and institutions. The central mission is to build and protect the capital of clients seeking superior long-term absolute returns. The Company was incorporated in 2005 and is registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. |
|
| Rovin Capital |
Michael |
Staffieri |
Founder / Chairman |
(480) 739-2110 |
WM |
mike@rovincapital.com |
info@rovincapital.com |
6640 E. Baseline Rd., Suite 103 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/michael-staffieri-93a95162/ |
|
1.988 |
|
|
https://www.linkedin.com/company/financial-advisory-corporation/ |
https://rovincapital.com/ |
At Rovin Capital we believe that healthy, long-term, successful relationships are built on trust. We also believe that trust is fostered in a relationship through empathetic listening, making and keeping commitments, exceeding expectations and having a genuine concern for the well-being of those we serve. As stewards in our own families, we understand the trust our clients place in us as we help them build a legacy for future generations. Following are the four pillars that support the strength of our company and our relationship with you. |
|
| Rovin Capital |
Markell |
Staffieri |
CEO & President |
Direct: (858) 815-9760 |
WM |
markell@rovincapital.com |
info@rovincapital.com |
6640 E. Baseline Rd., Suite 103 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/markellstaffieri/ |
|
1.988 |
|
|
https://www.linkedin.com/company/financial-advisory-corporation/ |
https://rovincapital.com/ |
At Rovin Capital we believe that healthy, long-term, successful relationships are built on trust. We also believe that trust is fostered in a relationship through empathetic listening, making and keeping commitments, exceeding expectations and having a genuine concern for the well-being of those we serve. As stewards in our own families, we understand the trust our clients place in us as we help them build a legacy for future generations. Following are the four pillars that support the strength of our company and our relationship with you. |
|
| Rovin Capital |
Eric |
Pierce |
SVP, Wealth Management |
Direct: (801) 821-4770, Mobile: (801) 615-1331 |
WM |
eric@rovincapital.com |
info@rovincapital.com |
6640 E. Baseline Rd., Suite 103 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/k-eric-pierce-522850/ |
|
1.988 |
|
|
https://www.linkedin.com/company/financial-advisory-corporation/ |
https://rovincapital.com/ |
At Rovin Capital we believe that healthy, long-term, successful relationships are built on trust. We also believe that trust is fostered in a relationship through empathetic listening, making and keeping commitments, exceeding expectations and having a genuine concern for the well-being of those we serve. As stewards in our own families, we understand the trust our clients place in us as we help them build a legacy for future generations. Following are the four pillars that support the strength of our company and our relationship with you. |
|
| Rovin Capital |
Diane |
Collins |
Chief Client Officer & Chief Compliance Officer |
Direct: (602) 283-2595 |
WM |
diane@rovincapital.com |
info@rovincapital.com |
6640 E. Baseline Rd., Suite 103 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/diane-collins-0474a010/ |
|
1.988 |
|
|
https://www.linkedin.com/company/financial-advisory-corporation/ |
https://rovincapital.com/ |
At Rovin Capital we believe that healthy, long-term, successful relationships are built on trust. We also believe that trust is fostered in a relationship through empathetic listening, making and keeping commitments, exceeding expectations and having a genuine concern for the well-being of those we serve. As stewards in our own families, we understand the trust our clients place in us as we help them build a legacy for future generations. Following are the four pillars that support the strength of our company and our relationship with you. |
|
| Rowland Carmichael Advisors, Inc. |
Corey |
Bird |
Principal & Wealth Manager |
(480) 421-2660 |
WM |
corey.bird@rcla.com |
rowland.carmichael@rcla.com |
6720 North Scottsdale Road, Suite 212 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/birdman/ |
|
|
$199M |
|
https://www.linkedin.com/company/rowland-carmichael/ |
https://rowlandcarmichael.com/ |
Rowland Carmichael’s long-term approach to wealth management, investing and financial planning reflects a quarter-century commitment to placing your interests ahead of ours. |
|
| Rowland Carmichael Advisors, Inc. |
David |
Carmichael |
President & Founding Principal |
(480) 421-2660 |
WM |
david.carmichael@rcla.com |
rowland.carmichael@rcla.com |
6720 North Scottsdale Road, Suite 212 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/david-carmichael-2411a06 |
|
|
$199M |
|
https://www.linkedin.com/company/rowland-carmichael/ |
https://rowlandcarmichael.com/ |
Rowland Carmichael’s long-term approach to wealth management, investing and financial planning reflects a quarter-century commitment to placing your interests ahead of ours. |
|
| Rowland Carmichael Advisors, Inc. |
Jaron |
Carmichael |
Principal & Wealth Manager |
(480) 421-2660 |
WM |
jaron.carmichael@rcla.com |
rowland.carmichael@rcla.com |
6720 North Scottsdale Road, Suite 212 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/jaroncarmichael |
|
|
$199M |
|
https://www.linkedin.com/company/rowland-carmichael/ |
https://rowlandcarmichael.com/ |
Rowland Carmichael’s long-term approach to wealth management, investing and financial planning reflects a quarter-century commitment to placing your interests ahead of ours. |
|
| Rowland Carmichael Advisors, Inc. |
Timothy |
Rowland |
Chairman and Founding Principal |
(480) 421-2660 |
WM |
trowland@rcla.com |
rowland.carmichael@rcla.com |
6720 North Scottsdale Road, Suite 212 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-rowland-38b17213/ |
|
|
$199M |
|
https://www.linkedin.com/company/rowland-carmichael/ |
https://rowlandcarmichael.com/ |
Rowland Carmichael’s long-term approach to wealth management, investing and financial planning reflects a quarter-century commitment to placing your interests ahead of ours. |
|
| RRBB Asset Management LLC |
Carl |
Schwartz |
President of Executive Committee |
(973) 763-7727 |
WM |
cschwartz@rrbbam.com |
|
111 Dunnell Road, Suite 100 |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/carl-schwartz-8263461/ |
|
1.961 |
|
|
https://www.linkedin.com/company/rrbb-asset-management-llc/ |
https://www.rrbbam.com/ |
RRBB Asset Management is a financial planning and investment advisory firm developed with one goal in mind, to help our clients achieve financial success. We work closely with our clients to learn their objectives and match that standard to build a suitable portfolio. Key members of the financial planning team are investment advisor representatives utilizing the resources of TD Ameritrade. We actively manage securities accounts investing and trading in stocks, bonds, and other securities through individualized accounts at TD Ameritrade. |
|
| RRBB Asset Management LLC |
Steven |
Truppo |
Vice President of Executive Committee |
(973) 763-7727 |
WM |
struppo@rrbbam.com |
|
111 Dunnell Road, Suite 100 |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/steve-truppo-a6ba738/ |
|
1.961 |
|
|
https://www.linkedin.com/company/rrbb-asset-management-llc/ |
https://www.rrbbam.com/ |
RRBB Asset Management is a financial planning and investment advisory firm developed with one goal in mind, to help our clients achieve financial success. We work closely with our clients to learn their objectives and match that standard to build a suitable portfolio. Key members of the financial planning team are investment advisor representatives utilizing the resources of TD Ameritrade. We actively manage securities accounts investing and trading in stocks, bonds, and other securities through individualized accounts at TD Ameritrade. |
|
| RRBB Asset Management LLC |
Eric |
Schwartz |
Vice President |
(973) 763-7727 |
WM |
eschwartz@rrbbam.com |
|
111 Dunnell Road, Suite 100 |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/eric-schwartz-16349123/ |
|
1.961 |
|
|
https://www.linkedin.com/company/rrbb-asset-management-llc/ |
https://www.rrbbam.com/ |
RRBB Asset Management is a financial planning and investment advisory firm developed with one goal in mind, to help our clients achieve financial success. We work closely with our clients to learn their objectives and match that standard to build a suitable portfolio. Key members of the financial planning team are investment advisor representatives utilizing the resources of TD Ameritrade. We actively manage securities accounts investing and trading in stocks, bonds, and other securities through individualized accounts at TD Ameritrade. |
|
| RRBB Asset Management LLC |
Francis |
DenDulk |
Director |
(973) 763-7727 |
WM |
fdendulk@rrbbam.com |
|
111 Dunnell Road, Suite 100 |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/francis-dendulk-87743b9/ |
|
1.961 |
|
|
https://www.linkedin.com/company/rrbb-asset-management-llc/ |
https://www.rrbbam.com/ |
RRBB Asset Management is a financial planning and investment advisory firm developed with one goal in mind, to help our clients achieve financial success. We work closely with our clients to learn their objectives and match that standard to build a suitable portfolio. Key members of the financial planning team are investment advisor representatives utilizing the resources of TD Ameritrade. We actively manage securities accounts investing and trading in stocks, bonds, and other securities through individualized accounts at TD Ameritrade. |
|
| RRBB Asset Management LLC |
Robert |
Friedman |
Senior Research Analyst |
Direct: (973) 763-6363 Ext. 27, Mobile: (973) 464-6761 |
WM |
rfriedman@aemadvisory.com |
|
111 Dunnell Road, Suite 100 |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/robert-e-friedman-cpa-mba-cgma-10135b14/ |
|
1.961 |
|
|
https://www.linkedin.com/company/rrbb-asset-management-llc/ |
https://www.rrbbam.com/ |
RRBB Asset Management is a financial planning and investment advisory firm developed with one goal in mind, to help our clients achieve financial success. We work closely with our clients to learn their objectives and match that standard to build a suitable portfolio. Key members of the financial planning team are investment advisor representatives utilizing the resources of TD Ameritrade. We actively manage securities accounts investing and trading in stocks, bonds, and other securities through individualized accounts at TD Ameritrade. |
|
| RS Crum Inc. |
Mark |
Rylance |
Financial Advisor |
(949) 428-9696 |
WM |
mark@rscrum.com |
info@rscrum.com |
4 Upper Newport Plaza, Suite 201 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/rylance/ |
|
1.976 |
|
|
https://www.linkedin.com/company/rs-crum-inc./ |
https://rscrum.com/ |
RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. As fiduciary consultants, we prefer to serve our clients – not sell to them. |
|
| RS Crum Inc. |
Lynne |
Behunin |
Operations Manager |
(949) 428-9696 |
WM |
lynne@rscrum.com |
info@rscrum.com |
4 Upper Newport Plaza, Suite 201 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/lynne-behunin-85055613/ |
|
1.976 |
|
|
https://www.linkedin.com/company/rs-crum-inc./ |
https://rscrum.com/ |
RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. As fiduciary consultants, we prefer to serve our clients – not sell to them. |
|
| RSM US LLP |
Doug |
Opheim |
CFO |
(949) 255-6500 |
WM |
doug.opheim@mcgladrey.com |
|
18401 Von Karman Ave., Fifth Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/doug-opheim-67508024/ |
|
1.926 |
$18B |
|
https://www.linkedin.com/company/rsm-us-llp/ |
https://rsmus.com/ |
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. |
|
| RTS Private Wealth Management |
David |
Robinson |
CEO & Founder |
(602) 224-7850 |
WM |
drobinson@rtsadvisors.com |
bpeterson@rtsadvisors.com |
2425 E Camelback Rd., Suite 620 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/david-robinson-cfp®-8baa1b14/ |
|
2.000 |
$240M |
|
https://www.linkedin.com/company/rts-private-wealth-management/ |
http://www.rtsadvisors.com/ |
RTS practices fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values. You will have an experienced wealth manager providing personal service with your long-term interests always at the forefront. Our goal is to protect your hard-earned assets and safely grow your wealth using independent solutions tailored to match your aims and responsibilities. |
|
| RTS Private Wealth Management |
Keith |
Tigue |
President |
(602) 224-7850 |
WM |
ktigue@rtsadvisors.com |
bpeterson@rtsadvisors.com |
2425 E Camelback Rd., Suite 620 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/keith-tigue-27056219/ |
|
2.000 |
$240M |
|
https://www.linkedin.com/company/rts-private-wealth-management/ |
http://www.rtsadvisors.com/ |
RTS practices fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values. You will have an experienced wealth manager providing personal service with your long-term interests always at the forefront. Our goal is to protect your hard-earned assets and safely grow your wealth using independent solutions tailored to match your aims and responsibilities. |
|
| RTS Private Wealth Management |
Lisa |
Sponcil |
CFO & CCO |
(602) 224-7850 |
WM |
lsponcil@rtsadvisors.com |
bpeterson@rtsadvisors.com |
2425 E Camelback Rd., Suite 620 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-sponcil-93787810/ |
|
2.000 |
$240M |
|
https://www.linkedin.com/company/rts-private-wealth-management/ |
http://www.rtsadvisors.com/ |
RTS practices fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values. You will have an experienced wealth manager providing personal service with your long-term interests always at the forefront. Our goal is to protect your hard-earned assets and safely grow your wealth using independent solutions tailored to match your aims and responsibilities. |
|
| Ruedi Wealth Management, Inc. |
Paul |
Ruedi |
CEO |
(972) 532-7833 |
WM |
info@ruediwealth.com |
info@ruediwealth.com |
5851 Legacy Circle, 6th Floor |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/paulruedi/ |
|
2.014 |
|
|
https://www.linkedin.com/company/ruedi-wealth-management/ |
https://www.ruediwealth.com/ |
Ruedi Wealth Management is a financial advisory firm that helps people in central Illinois and North Dallas make smart financial decisions about retirement. We support our clients with financial planning, investment management, and ongoing advice to gently guide them through every phase of the retirement process. We firmly believe in the value of long-term relationships, and our primary goal is to make a lasting, positive impact on the lives of the people we serve. |
|
| Ruggie Wealth Management |
Thomas |
Ruggie |
President & CEO |
(352) 343-2700 |
WM |
truggie@ruggiewealth.com |
info@ruggiewealth.com |
2100 Lake Eustis Drive |
Tavares |
FL |
32778 |
United States of America |
North America |
https://www.linkedin.com/in/tomruggie/ |
|
1.991 |
$421M |
|
https://www.linkedin.com/company/ruggie-wealth-management/ |
https://www.ruggiewealth.com/ |
Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC®, CFP® who started in the financial industry in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals. |
|
| Rutherford Asset Planning |
Keith |
Amburgey |
CEO |
(813) 343-4501 |
WM |
keith@rutherfordasset.com |
|
14105 Stilton Street |
Tampa |
FL |
33626 |
United States of America |
North America |
https://www.linkedin.com/in/keithamburgey/ |
|
|
|
|
|
https://www.rutherfordasset.com/ |
Rutherford Asset Planning, Inc. operates as a wealth management firm. The Firm offers investment advisory, tax management, insurance and cash flow, brokerage, investment strategies, trading, and risk management services. Rutherford Asset Planning serves customers in the United States. |
|
| RVW Wealth, LLC |
Jonathan |
Gerber |
President |
(310) 945-4000 |
WM |
jg@rvwwealth.com |
|
1880 Century Park East, Suite 200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/jonathanlgerbercpa/ |
|
2.006 |
|
|
https://www.linkedin.com/company/rvw-wealth/ |
https://rvwwealth.com/ |
At RVW Wealth, we are dedicated to delivering the highest quality investment management and related services to our clients. RVW Wealth, a registered investment adviser*, was founded in 2006, built on the back of a thriving CPA firm (Gerber & Co.) founded in 1986. Drawing from our legacy experience, our wealth team includes CPAs, personal financial planners, tax specialists, and economists – all to provide you with the sound perspectives you need to invest intelligently. |
|
| RVW Wealth, LLC |
Selwyn |
Gerber |
Chairman |
Direct: (310) 432-4382 |
WM |
sg@rvwwealth.com |
|
1880 Century Park East, Suite 200 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/selwyn-gerber-b6b270/ |
|
2.006 |
|
|
https://www.linkedin.com/company/rvw-wealth/ |
https://rvwwealth.com/ |
At RVW Wealth, we are dedicated to delivering the highest quality investment management and related services to our clients. RVW Wealth, a registered investment adviser*, was founded in 2006, built on the back of a thriving CPA firm (Gerber & Co.) founded in 1986. Drawing from our legacy experience, our wealth team includes CPAs, personal financial planners, tax specialists, and economists – all to provide you with the sound perspectives you need to invest intelligently. |
|
| RW Baker Wealth Mangement |
Rosalyn |
Wallach Baker |
President |
Office: (307) 514-4445, Mobile: (307) 630-5466 |
WM |
Rosalyn@RWBakerWealth.com |
Rosalyn@RWBakerWealth.com |
100 West 17th Street |
Cheyenne |
WY |
82001 |
United States of America |
North America |
|
|
1.983 |
$73.6M |
|
|
https://rwbakerwealth.com/ |
Cheyenne, Wyoming is home for Rosalyn Baker and the RW Baker Wealth Management Group, serving individuals, families and non-profits across Wyoming, the West and many other states throughout the country. A financial advisor since 1983, Rosalyn has been active in the Cheyenne business community since choosing to settle here in 1979. Honesty, integrity, and mutual trust are her guiding principles as she builds long-term relationships with clients and guides them along the path to achieving their financial goals. |
|
| RW Roge |
Ron |
Roge |
Chairman and CEO |
(631) 218-0077 |
WM |
ron@rwroge.com |
info@rwroge.com |
One Corporate Drive Suite 101 |
Bohemia |
NY |
11716 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-w-rogé-ms-cfp®-4713162/ |
|
1.986 |
$221 million |
|
https://www.linkedin.com/company/r-w-roge-&-company-inc-/ |
https://www.rwroge.com |
R.W. Rogé & Company of Long Island, New York, is one of the nation’s most highly regarded wealth management firms.
We are a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients, and our services are always provided in your best interest. Our expertise in financial planning and investment advisory allows us to provide unbiased advice on planning your future. |
|
| RW Roge |
Rosanne |
Roge |
Managing Director |
(631) 218-0077 |
WM |
rosanne@rwroge.com |
info@rwroge.com |
One Corporate Drive Suite 101 |
Bohemia |
NY |
11716 |
United States of America |
North America |
https://www.linkedin.com/in/rosanne-rogé-713398b/ |
|
1.986 |
$221 million |
|
https://www.linkedin.com/company/r-w-roge-&-company-inc-/ |
https://www.rwroge.com |
R.W. Rogé & Company of Long Island, New York, is one of the nation’s most highly regarded wealth management firms.
We are a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients, and our services are always provided in your best interest. Our expertise in financial planning and investment advisory allows us to provide unbiased advice on planning your future. |
|
| RW Roge |
Steven |
Roge |
Director of Research and Portfolio Manager |
(631) 218-0077 |
WM |
steven@rwroge.com |
info@rwroge.com |
One Corporate Drive Suite 101 |
Bohemia |
NY |
11716 |
United States of America |
North America |
https://www.linkedin.com/in/steven-roge-8625575/ |
|
1.986 |
$221 million |
|
https://www.linkedin.com/company/r-w-roge-&-company-inc-/ |
https://www.rwroge.com |
R.W. Rogé & Company of Long Island, New York, is one of the nation’s most highly regarded wealth management firms.
We are a fee-only wealth management firm, which means we do not have a financial relationship with anyone except our clients, and our services are always provided in your best interest. Our expertise in financial planning and investment advisory allows us to provide unbiased advice on planning your future. |
|
| RZ Wealth - Financial Advisors |
Irvin |
Rosenzweig |
President, Chief Investment Officer |
(610) 627-5921 |
WM |
irosenzweig@rzwealth.com |
allstaff@rzwealth.com |
480 East Swedesford Road Suite 120 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/irosenzweig/ |
|
2.003 |
|
|
https://www.linkedin.com/company/rzwealth/?originalSubdomain=jm |
https://www.rzwealth.com/ |
RZ Wealth is an independent Registered Investment Advisor committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management. RZ Wealth's access and collaboration with teams of nationally-recognized professionals skilled in portfolio management, financial planning, legal and accounting knowledge delivers a unique and high-quality experience. |
|
| RZ Wealth - Financial Advisors |
Sharon |
Clifton |
VP, Operations Manager |
(610) 627-5923 |
WM |
sclifton@rzwealth.com |
allstaff@rzwealth.com |
480 East Swedesford Road Suite 120 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/sharon-clifton-ba04539/ |
|
2.003 |
|
|
https://www.linkedin.com/company/rzwealth/?originalSubdomain=jm |
https://www.rzwealth.com/ |
RZ Wealth is an independent Registered Investment Advisor committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management. RZ Wealth's access and collaboration with teams of nationally-recognized professionals skilled in portfolio management, financial planning, legal and accounting knowledge delivers a unique and high-quality experience. |
|
| RZ Wealth - Financial Advisors |
Samuel |
Varano |
Senior Financial Advisor |
(610) 627-5926 |
WM |
svarano@rzwealth.com |
allstaff@rzwealth.com |
480 East Swedesford Road Suite 120 |
Wayne |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/samvarano/ |
|
2.003 |
|
|
https://www.linkedin.com/company/rzwealth/?originalSubdomain=jm |
https://www.rzwealth.com/ |
RZ Wealth is an independent Registered Investment Advisor committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management. RZ Wealth's access and collaboration with teams of nationally-recognized professionals skilled in portfolio management, financial planning, legal and accounting knowledge delivers a unique and high-quality experience. |
|
| RZ Wealth - Financial Advisors |
Peter |
Hackenback |
Financial Advisor |
(610) 627-5920 |
WM |
phackenbrack@rzwealth.com |
allstaff@rzwealth.com |
480 East Swedesford Road Suite 120 |
Wayne |
PA |
19087 |
United States of America |
North America |
|
|
2.003 |
|
|
https://www.linkedin.com/company/rzwealth/?originalSubdomain=jm |
https://www.rzwealth.com/ |
RZ Wealth is an independent Registered Investment Advisor committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management. RZ Wealth's access and collaboration with teams of nationally-recognized professionals skilled in portfolio management, financial planning, legal and accounting knowledge delivers a unique and high-quality experience. |
|
| S.E.A. Asset Management Pte. Ltd. |
Alexander |
Zeeh |
CEO, Fund Manager |
65 6732 4864 |
WM |
alexander.zeeh@seagroup.com.sg |
info@seagroup.com.sg |
230 Orchard Road #10-232, Faber House |
Singapore |
|
238854 |
Singapore |
Asia |
https://www.linkedin.com/in/alex-zeeh-36a10568/ |
|
2.015 |
|
|
https://www.linkedin.com/company/s-e-a-funds-sicav/ |
http://www.seagroup.com.sg/ |
Providend is a fee-only financial advisory firm and a registered fund management company with Monetary Authority of Singapore. We provide financial coaching, planning and investing advisory service to the affluent and expats in Singapore. Over the years, we are now known as a retirement specialist. |
|
| S3 Wealth Management |
Paul |
Goldbach |
Managing Member / Investment Advisor |
(954) 233-1961 ext 701 |
WM |
Paul.goldbach@lpl.com |
|
7401 Wiles Road, Suite 102 |
Coral Springs |
FL |
33067 |
United States of America |
North America |
|
|
|
|
|
|
http://www.s3wealth.com/ |
S3 Wealth’s mission is to inspire our clients to pursue True Wealth through education, communication and service, which exceeds their expectations. Utilizing a comprehensive suite of investment management and wealth planning strategies, S3 Wealth advisors have been serving clients since 1984. S3 Wealth was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you. |
|
| S3 Wealth Management |
Dwight |
Melgaard |
Managing Member / Investment Advisor |
(954) 233-1961 ext 700 |
WM |
Dwight.melgaard@lpl.com |
|
7401 Wiles Road, Suite 102 |
Coral Springs |
FL |
33067 |
United States of America |
North America |
https://www.linkedin.com/in/dwight-melgaard-a1b0b315/ |
|
|
|
|
|
http://www.s3wealth.com/ |
S3 Wealth’s mission is to inspire our clients to pursue True Wealth through education, communication and service, which exceeds their expectations. Utilizing a comprehensive suite of investment management and wealth planning strategies, S3 Wealth advisors have been serving clients since 1984. S3 Wealth was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you. |
|
| Sabur Private Wealth Management |
N/A |
N/A |
|
|
WM |
Advice@SaburPWM.com |
Advice@SaburPWM.com |
950 E.State Hwy 114, Suite 160 |
Southlake |
TX |
76092 |
United States of America |
North America |
|
|
|
|
|
|
https://www.saburpwm.com/ |
Business owners, professional athletes, medical professionals and executives of large corporations choose our firm, since we provide:
* Independent fee based fiduciary level advice
* 365 days anytime access to our advisors to help you make intelligent decisions
* Advanced holistic financial strategies
* Synergy of personal and business assets / wealth management |
|
| Saddock Wealth |
David |
Saddock |
President |
(972) 435-0685 |
WM |
dsaddock@saddock.com |
info@saddock.com |
7920 Belt Line Road, Suite 550 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/david-saddock-6578524/ |
|
|
|
|
|
https://saddockwealth.com/ |
Saddock Wealth, LLC is a unique wealth management firm. We advocate the best interests of your family and actively work with you as stewards of your resources. Instead of merely providing investment advice or financial product information, we provide a holistic approach to the complex financial affairs of wealth families. |
|
| Saddock Wealth |
Stephen |
Saddock |
Managing Director |
(972) 435-0685 |
WM |
ssaddock@saddock.com |
info@saddock.com |
7920 Belt Line Road, Suite 550 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/ssaddock/ |
|
|
|
|
|
https://saddockwealth.com/ |
Saddock Wealth, LLC is a unique wealth management firm. We advocate the best interests of your family and actively work with you as stewards of your resources. Instead of merely providing investment advice or financial product information, we provide a holistic approach to the complex financial affairs of wealth families. |
|
| Safir Wealth Advisors |
Edwin |
Safir |
Principal, Private Wealth Advisor |
(603) 430-6001 |
WM |
ted@safiradvisors.com |
info@safiradvisors.com |
63 Niblick Lane |
Greenland |
NH |
03840 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/safiradvisors/ |
https://safiradvisors.com/ |
Safir Wealth Advisors, LLC provides a holistic and multidisciplinary approach to wealth management, advising you and your family on a wide range of investing and financial planning needs. We plan for your long term financial health, crafting a comprehensive strategy that aligns your wealth with your family’s financial goals and aspirations.
We are a fee-only, SEC registered investment advisory firm located in the New Hampshire Seacoast area. We primarily serve high-net-worth individuals and affluent families, managing a wide range of their investing and financial planning needs. |
|
| Safir Wealth Advisors |
Andrew |
Safir |
Principal, Private Wealth Advisor |
(603) 430-6001 |
WM |
andrew@safiradvisors.com |
info@safiradvisors.com |
63 Niblick Lane |
Greenland |
NH |
03840 |
United States of America |
North America |
https://www.linkedin.com/in/andrewsafir |
|
|
|
|
https://www.linkedin.com/company/safiradvisors/ |
https://safiradvisors.com/ |
Safir Wealth Advisors, LLC provides a holistic and multidisciplinary approach to wealth management, advising you and your family on a wide range of investing and financial planning needs. We plan for your long term financial health, crafting a comprehensive strategy that aligns your wealth with your family’s financial goals and aspirations.
We are a fee-only, SEC registered investment advisory firm located in the New Hampshire Seacoast area. We primarily serve high-net-worth individuals and affluent families, managing a wide range of their investing and financial planning needs. |
|
| Safran Wealth Advisors LLC |
Erika |
Safran |
President |
Direct: (212) 328-9530, Mobile: (917) 363-7356 |
WM |
esafran@safranwealthadvisors.com |
|
641 Lexington Ave., 14th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/erikasafran/ |
|
2.009 |
$71 million |
|
https://www.linkedin.com/company/safran-wealth-advisors-llc |
http://www.safranwealthadvisors.com |
Safran Wealth Advisors is a fee - only wealth management and financial planning firm, founded to provide expert financial guidance to successful and high net worth clients. |
|
| Sage Financial Group, LLC |
Stephen |
Cohn |
Co-President & Co-Founder |
(484) 342-4400 |
WM |
scohn@sagefinancial.com |
|
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 |
West Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-cohn-0bb194/ |
|
1.989 |
$1.6B |
|
https://www.linkedin.com/company/sage-financial-group/ |
https://www.sagefinancial.com/ |
Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $1.5 billion of assets and provides investment management and financial planning services to more than 500 clients. |
|
| Sage Financial Group, LLC |
Mitchell |
Bednoff |
Executive Wealth Manager & Principal |
(484) 342-4400 |
WM |
mbednoff@sagefinancial.com |
|
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 |
West Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/mitchell-bednoff-95a25b/ |
|
1.989 |
$1.6B |
|
https://www.linkedin.com/company/sage-financial-group/ |
https://www.sagefinancial.com/ |
Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $1.5 billion of assets and provides investment management and financial planning services to more than 500 clients. |
|
| Sage Wealth Management - Morgan Stanley |
Mark |
Seruya |
Managing Director, Wealth Management |
(212) 903-7699 |
WM |
Mark.Seruya@morganstanleypwm.com |
|
55 East 52nd St., 29th Floor |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/markseruya/ |
|
|
|
|
|
https://advisor.morganstanley.com/sage-wealth-management |
Sage is a Private Wealth Management team focused on helping select individuals and families build and preserve their wealth, maintain their lifestyle, and ensure an impactful and lasting legacy. Three important attributes set us apart from our peers: the breadth and depth of our team, our investment management experience and capabilities, and our “concierge” level of client service and care. We work in a highly consultative fashion with your legal and tax advisors to deliver comprehensive solutions for all of your financial needs; much like a Family Office, but with all the benefits of being at Morgan Stanley. |
|
| Sage Wealth Management - Morgan Stanley |
Russell |
Ganz |
Managing Director, Wealth Management |
(212) 903-7661 |
WM |
Russell.Ganz@morganstanley.com |
|
55 East 52nd St., 29th Floor |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/russell-ganz-350b2b40/ |
|
|
|
|
|
https://advisor.morganstanley.com/sage-wealth-management |
Sage is a Private Wealth Management team focused on helping select individuals and families build and preserve their wealth, maintain their lifestyle, and ensure an impactful and lasting legacy. Three important attributes set us apart from our peers: the breadth and depth of our team, our investment management experience and capabilities, and our “concierge” level of client service and care. We work in a highly consultative fashion with your legal and tax advisors to deliver comprehensive solutions for all of your financial needs; much like a Family Office, but with all the benefits of being at Morgan Stanley. |
|
| Sage Wealth Management - Morgan Stanley |
David |
Berdon |
Managing Director, Wealth Management |
(212) 649-8597 |
WM |
David.Berdon@morganstanleypwm.com |
|
55 East 52nd St., 29th Floor |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/david-berdon-61a60b49/ |
|
|
|
|
|
https://advisor.morganstanley.com/sage-wealth-management |
Sage is a Private Wealth Management team focused on helping select individuals and families build and preserve their wealth, maintain their lifestyle, and ensure an impactful and lasting legacy. Three important attributes set us apart from our peers: the breadth and depth of our team, our investment management experience and capabilities, and our “concierge” level of client service and care. We work in a highly consultative fashion with your legal and tax advisors to deliver comprehensive solutions for all of your financial needs; much like a Family Office, but with all the benefits of being at Morgan Stanley. |
|
| Sage Wealth Management - Morgan Stanley |
Ryan |
Willsen |
Vice President, Wealth Management |
(212) 903-7636 |
WM |
Ryan.Willsen@morganstanleypwm.com |
|
55 East 52nd St., 29th Floor |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-willsen-cfp®-89322415/ |
|
|
|
|
|
https://advisor.morganstanley.com/sage-wealth-management |
Sage is a Private Wealth Management team focused on helping select individuals and families build and preserve their wealth, maintain their lifestyle, and ensure an impactful and lasting legacy. Three important attributes set us apart from our peers: the breadth and depth of our team, our investment management experience and capabilities, and our “concierge” level of client service and care. We work in a highly consultative fashion with your legal and tax advisors to deliver comprehensive solutions for all of your financial needs; much like a Family Office, but with all the benefits of being at Morgan Stanley. |
|
| Sage Wealth Management - Morgan Stanley |
Alexandra |
Novak |
Assistant Vice President, Group Director |
(212) 649-8512 |
WM |
Alexandra.Novak@morganstanleypwm.com |
|
55 East 52nd St., 29th Floor |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/alexandra-novak-13aa54a/ |
|
|
|
|
|
https://advisor.morganstanley.com/sage-wealth-management |
Sage is a Private Wealth Management team focused on helping select individuals and families build and preserve their wealth, maintain their lifestyle, and ensure an impactful and lasting legacy. Three important attributes set us apart from our peers: the breadth and depth of our team, our investment management experience and capabilities, and our “concierge” level of client service and care. We work in a highly consultative fashion with your legal and tax advisors to deliver comprehensive solutions for all of your financial needs; much like a Family Office, but with all the benefits of being at Morgan Stanley. |
|
| Sage Wealth Management - Morgan Stanley |
Robin |
Russell |
Wealth Management Associate |
(212) 903-7693 |
WM |
Robin.Russell@morganstanley.com |
|
55 East 52nd St., 29th Floor |
New York |
NY |
10055 |
United States of America |
North America |
https://www.linkedin.com/in/robin-russell-97613a42/ |
|
|
|
|
|
https://advisor.morganstanley.com/sage-wealth-management |
Sage is a Private Wealth Management team focused on helping select individuals and families build and preserve their wealth, maintain their lifestyle, and ensure an impactful and lasting legacy. Three important attributes set us apart from our peers: the breadth and depth of our team, our investment management experience and capabilities, and our “concierge” level of client service and care. We work in a highly consultative fashion with your legal and tax advisors to deliver comprehensive solutions for all of your financial needs; much like a Family Office, but with all the benefits of being at Morgan Stanley. |
|
| SageBroadview |
Larry |
Annello |
Partner & Wealth Manager |
(973) 539-0200 |
WM |
larry@SAGEbroadview.com |
|
Courthouse Plaza 60 Washington Street Suite 102 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/lawrence-j-annello-b329914/ |
|
2.014 |
|
|
https://www.linkedin.com/company/sagebroadview-financial-planning-llc/ |
https://sagebroadview.com/ |
SAGEbroadview is an independent, Fee-Only Registered Investment Advisor (RIA) firm, helping families across the Eastern Seaboard and beyond Appreciate the Wealth of Their Lives. SAGEbroadview was founded in 2014 by bringing together two seasoned firms – SAGE Advisory Group and BroadView Financial Planning. Our clients experience custom-crafted service based on three pillars of support: financial planning, investment management and tax planning. |
|
| SageBroadview |
Sheri |
Iannetta Cupo |
Partner & Wealth Manager |
(973) 539-0200 |
WM |
sheri@SAGEbroadview.com |
|
Courthouse Plaza 60 Washington Street Suite 102 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/sheriiannettacupo/ |
|
2.014 |
|
|
https://www.linkedin.com/company/sagebroadview-financial-planning-llc/ |
https://sagebroadview.com/ |
SAGEbroadview is an independent, Fee-Only Registered Investment Advisor (RIA) firm, helping families across the Eastern Seaboard and beyond Appreciate the Wealth of Their Lives. SAGEbroadview was founded in 2014 by bringing together two seasoned firms – SAGE Advisory Group and BroadView Financial Planning. Our clients experience custom-crafted service based on three pillars of support: financial planning, investment management and tax planning. |
|
| SageBroadview |
David |
Principe |
Wealth Manager |
(973) 539-0200 |
WM |
david@SAGEbroadview.com |
|
Courthouse Plaza 60 Washington Street Suite 102 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/davidprincipe/ |
|
2.014 |
|
|
https://www.linkedin.com/company/sagebroadview-financial-planning-llc/ |
https://sagebroadview.com/ |
SAGEbroadview is an independent, Fee-Only Registered Investment Advisor (RIA) firm, helping families across the Eastern Seaboard and beyond Appreciate the Wealth of Their Lives. SAGEbroadview was founded in 2014 by bringing together two seasoned firms – SAGE Advisory Group and BroadView Financial Planning. Our clients experience custom-crafted service based on three pillars of support: financial planning, investment management and tax planning. |
|
| SageBroadview |
Christopher |
Annello |
Wealth Manager |
(973) 539-0200 |
WM |
chris@SAGEbroadview.com |
|
Courthouse Plaza 60 Washington Street Suite 102 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/christopherannello/ |
|
2.014 |
|
|
https://www.linkedin.com/company/sagebroadview-financial-planning-llc/ |
https://sagebroadview.com/ |
SAGEbroadview is an independent, Fee-Only Registered Investment Advisor (RIA) firm, helping families across the Eastern Seaboard and beyond Appreciate the Wealth of Their Lives. SAGEbroadview was founded in 2014 by bringing together two seasoned firms – SAGE Advisory Group and BroadView Financial Planning. Our clients experience custom-crafted service based on three pillars of support: financial planning, investment management and tax planning. |
|
| SageBroadview |
Karina |
Isabel Sales Linehan |
Associate Adviser |
(973) 539-0200 |
WM |
karina@SAGEbroadview.com |
|
Courthouse Plaza 60 Washington Street Suite 102 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/karinaisales/ |
|
2.014 |
|
|
https://www.linkedin.com/company/sagebroadview-financial-planning-llc/ |
https://sagebroadview.com/ |
SAGEbroadview is an independent, Fee-Only Registered Investment Advisor (RIA) firm, helping families across the Eastern Seaboard and beyond Appreciate the Wealth of Their Lives. SAGEbroadview was founded in 2014 by bringing together two seasoned firms – SAGE Advisory Group and BroadView Financial Planning. Our clients experience custom-crafted service based on three pillars of support: financial planning, investment management and tax planning. |
|
| Sageview Advisory Group, LLC |
William |
Dowd |
Managing Principal |
(804) 523-1677 |
WM |
wdowd@sageviewadvisory.com |
info@sageviewadvisory.com |
1920 Main Street, Suite 800 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/william-dowd-a357b419/ |
|
1.989 |
$20,178 million |
|
https://www.linkedin.com/company/sageview-advisory-group/ |
http://www.sageviewadvisory.com |
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $101B in retirement plan assets. Headquartered in Irvine, CA with 25 offices nationwide. |
|
| Sageview Advisory Group, LLC |
Mark |
Hendrickson |
CFO |
(949) 955-3501 |
WM |
mhendrickson@sageviewadvisory.com |
info@sageviewadvisory.com |
1920 Main Street, Suite 800 |
Irvine |
CA |
92614 |
United States of America |
North America |
|
|
1.989 |
$20,178 million |
|
https://www.linkedin.com/company/sageview-advisory-group/ |
http://www.sageviewadvisory.com |
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $101B in retirement plan assets. Headquartered in Irvine, CA with 25 offices nationwide. |
|
| Sageview Advisory Group, LLC |
Mark |
Kordonsky |
Principal |
(301) 698-0778 |
WM |
mkordonsky@sageviewadvisory.com |
info@sageviewadvisory.com |
1920 Main Street, Suite 800 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/mark-kordonsky-4444014/ |
|
1.989 |
$20,178 million |
|
https://www.linkedin.com/company/sageview-advisory-group/ |
http://www.sageviewadvisory.com |
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $101B in retirement plan assets. Headquartered in Irvine, CA with 25 offices nationwide. |
|
| Sageview Advisory Group, LLC |
Randall |
Long |
Founder and Managing Principal |
(949) 955-5787 |
WM |
rlong@sageviewadvisory.com |
info@sageviewadvisory.com |
1920 Main Street, Suite 800 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/randy-long-aif-491a411/ |
|
1.989 |
$20,178 million |
|
https://www.linkedin.com/company/sageview-advisory-group/ |
http://www.sageviewadvisory.com |
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $101B in retirement plan assets. Headquartered in Irvine, CA with 25 offices nationwide. |
|
| Sageview Advisory Group, LLC |
Jon |
Upham |
Principal |
(949) 955-5789 |
WM |
jupham@sageviewadvisory.com |
info@sageviewadvisory.com |
1920 Main Street, Suite 800 |
Irvine |
CA |
92614 |
United States of America |
North America |
https://www.linkedin.com/in/jonupham/ |
|
1.989 |
$20,178 million |
|
https://www.linkedin.com/company/sageview-advisory-group/ |
http://www.sageviewadvisory.com |
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $101B in retirement plan assets. Headquartered in Irvine, CA with 25 offices nationwide. |
|
| Saguaro Wealth Management |
Scott |
Hitchler |
Owner |
(480) 240-8484 |
WM |
scott@saguarowealthmanagement.com |
|
7025 North Scottsdale Rd Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/scott-hitchler/ |
|
|
|
|
|
http://www.saguarowealthmanagement.com/ |
Saguaro Wealth Management is a comprehensive retirement planning firm in Scottsdale, Arizona. We help individuals, business owners and organizations create and maintain a high quality retirement plan so they can reach their short- and long-term goals. |
|
| Salem Partners, LLC |
John |
Dyett |
Co-Founder and Managing Director |
(310) 806-4200 |
WM |
jdyett@salempartners.com |
careers@salempartners.com |
11111 Santa Monica Blvd., Suite 2250 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
|
|
1.997 |
$371M |
|
https://www.linkedin.com/company/salem-partners-llc/ |
http://www.salempartners.com/ |
Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution. Our wealth management professionals provide customized investment solutions in a multi-family office environment. |
|
| Salem Partners, LLC |
Jeffrey |
Barc |
Managing Director |
(310) 806-4200 |
WM |
jbarcy@salempartners.com |
careers@salempartners.com |
11111 Santa Monica Blvd., Suite 2250 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
|
|
1.997 |
$371M |
|
https://www.linkedin.com/company/salem-partners-llc/ |
http://www.salempartners.com/ |
Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution. Our wealth management professionals provide customized investment solutions in a multi-family office environment. |
|
| Salem Partners, LLC |
Brendan |
Houlihan |
Managing Director |
(310) 806-4200 |
WM |
bhoulihan@salempartners.com |
careers@salempartners.com |
11111 Santa Monica Blvd., Suite 2250 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/brendan-houlihan-3945a04/ |
|
1.997 |
$371M |
|
https://www.linkedin.com/company/salem-partners-llc/ |
http://www.salempartners.com/ |
Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution. Our wealth management professionals provide customized investment solutions in a multi-family office environment. |
|
| Salem Partners, LLC |
James |
Ratkovich |
Managing Director |
(310) 806-4200 |
WM |
jratkovich@salempartners.com |
careers@salempartners.com |
11111 Santa Monica Blvd., Suite 2250 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/jim-ratkovich-5254a29/ |
|
1.997 |
$371M |
|
https://www.linkedin.com/company/salem-partners-llc/ |
http://www.salempartners.com/ |
Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our investment banking professionals leverage extensive domain knowledge and industry relationships to provide insightful strategic advice and successful transaction execution. Our wealth management professionals provide customized investment solutions in a multi-family office environment. |
|
| Salient Private Client |
Jeremy |
Radcliffe |
President |
(713) 993-4010 |
WM |
jradcliffe@salientpartners.com |
|
4400 Post Oak Parkway Suite 2600 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/jeremylradcliffe/ |
|
2.008 |
$2.1 billion |
|
https://www.linkedin.com/company/hightoweradvisors/ |
http://www.salientprivateclient.com/contact/ |
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). |
|
| Salient Private Client |
Heinrich |
Grobler |
COO |
(713) 993-4052 |
WM |
hgrobler@hightoweradvisors.com |
|
4400 Post Oak Parkway Suite 2600 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/heinrichgrobler/ |
|
2.008 |
$2.1 billion |
|
https://www.linkedin.com/company/hightoweradvisors/ |
http://www.salientprivateclient.com/contact/ |
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). |
|
| Salient Private Client |
Mike |
Conway |
Managing Director |
(713) 548-2647 |
WM |
mconway@hightoweradvisors.com |
|
4400 Post Oak Parkway Suite 2600 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/mike-conway-9911ab16/ |
|
2.008 |
$2.1 billion |
|
https://www.linkedin.com/company/hightoweradvisors/ |
http://www.salientprivateclient.com/contact/ |
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). |
|
| Salient Private Client |
Cole |
Dawson |
Managing Director |
(713) 548-2602 |
WM |
cdawson@hightoweradvisors.com |
|
4400 Post Oak Parkway Suite 2600 |
Houston |
TX |
77027 |
United States of America |
North America |
https://www.linkedin.com/in/cole-dawson-36059757/ |
|
2.008 |
$2.1 billion |
|
https://www.linkedin.com/company/hightoweradvisors/ |
http://www.salientprivateclient.com/contact/ |
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). |
|
| Saline Wealth Management Group |
Jeffrey |
Saline |
President |
(856) 795-8000 |
WM |
jeff@salinewmg.com |
info@salinewmg.com |
817 Berlin Road |
Cherry Hill |
NJ |
08034 |
United States of America |
North America |
|
|
2.004 |
|
|
|
https://www.salinewmg.com/ |
Founded in 2004, Saline Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Wealth Management Group, we provide holistic financial planning, giving clients advice on their whole financial world. This includes advice in the areas of Retirement, Investments, Insurance, Education, and Corporate planning. |
|
| Saline Wealth Management Group |
James |
Stahl |
Investment Adviser Representative |
(856) 795-8000 |
WM |
jim@salinewmg.com |
info@salinewmg.com |
817 Berlin Road |
Cherry Hill |
NJ |
08034 |
United States of America |
North America |
https://www.linkedin.com/in/james-m-stahl-cfp®-chfc®-6a7a251/ |
|
2.004 |
|
|
|
https://www.salinewmg.com/ |
Founded in 2004, Saline Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Wealth Management Group, we provide holistic financial planning, giving clients advice on their whole financial world. This includes advice in the areas of Retirement, Investments, Insurance, Education, and Corporate planning. |
|
| Saline Wealth Management Group |
Kathleen |
Moore |
Comprehensive Wealth Manager |
(856) 795-8000 |
WM |
kathy@salinewmg.com |
info@salinewmg.com |
817 Berlin Road |
Cherry Hill |
NJ |
08034 |
United States of America |
North America |
https://www.linkedin.com/in/kathleen-moore-b69749123/?originalSubdomain=lu |
|
2.004 |
|
|
|
https://www.salinewmg.com/ |
Founded in 2004, Saline Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Wealth Management Group, we provide holistic financial planning, giving clients advice on their whole financial world. This includes advice in the areas of Retirement, Investments, Insurance, Education, and Corporate planning. |
|
| Saline Wealth Management Group |
Eli |
Saline |
Financial Planning Specialist / OSJ Principal |
(856) 795-8000 |
WM |
eli@salinewmg.com |
info@salinewmg.com |
817 Berlin Road |
Cherry Hill |
NJ |
08034 |
United States of America |
North America |
|
|
2.004 |
|
|
|
https://www.salinewmg.com/ |
Founded in 2004, Saline Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Wealth Management Group, we provide holistic financial planning, giving clients advice on their whole financial world. This includes advice in the areas of Retirement, Investments, Insurance, Education, and Corporate planning. |
|
| Salvus Wealth Management, LLC |
Charles |
Woolston |
Co-Founder & Chief Executive Officer |
(732)542-2629 |
WM |
cwoolston@salvuswealth.com |
info@salvuswealth.com |
200 Schulz Dr., Suite 402 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/charleswoolston/ |
|
2.014 |
$156M |
cwoolston@woolstoncpas.com |
https://www.woolstoncpas.com/ |
http://www.salvuswealth.com/ |
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital. |
|
| Salvus Wealth Management, LLC |
Robert |
Joel |
Co-Founder & Chief Investment Officer |
(904) 674-3353 |
WM |
bjoel@salvuswealth.com |
info@salvuswealth.com |
6022 San Jose Blvd., Suite 100N |
Jacksonville |
FL |
32217 |
United States of America |
North America |
https://www.linkedin.com/in/robert-w-joel-cfp®-7580ba4/ |
|
2.014 |
$156M |
|
https://www.linkedin.com/company/salvus-wealth-management/ |
http://www.salvuswealth.com/ |
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital. |
|
| Salvus Wealth Management, LLC |
Sonja |
Elia |
Operations Director |
(904) 674-3353 |
WM |
selia@salvuswealth.com |
info@salvuswealth.com |
6022 San Jose Blvd., Suite 100N |
Jacksonville |
FL |
32217 |
United States of America |
North America |
https://www.linkedin.com/in/sonjaelia/ |
|
2.014 |
$156M |
|
https://www.linkedin.com/company/salvus-wealth-management/ |
http://www.salvuswealth.com/ |
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital. |
|
| Salvus Wealth Management, LLC |
Anna Marie |
Rogers |
Client Relationship Manager |
(732) 542-2629 |
WM |
arogers@salvuswealth.com |
info@salvuswealth.com |
200 Schulz Dr., Suite 402 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/anna-marie-rogers-410792149/ |
|
2.014 |
$156M |
arogers@woolstoncpas.com |
https://www.woolstoncpas.com/ |
http://www.salvuswealth.com/ |
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital. |
|
| Sammons Wealth Management LLC |
Stephanie |
Sammons |
Founder and CEO |
(800) 796-4280 |
WM |
stephanie@sammonswealth.com |
info@sammonswealth.com |
14555 Dallas Pkwy., Suite 100-257 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/stephaniesammons/ |
|
2.017 |
|
|
https://www.linkedin.com/company/wired-advisor/ |
https://sammonswealth.com/ |
Sammons Wealth Management is an independent, fiduciary and Fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective. |
|
| Sampson Investment Management |
Scott |
Sampson |
Owner / President |
(925) 743-8449 |
WM |
scott@sampson-investment.com |
|
17865 Ballinger Way NE |
Seattle |
WA |
98155 |
United States of America |
North America |
https://www.linkedin.com/in/scott-sampson-certified-financial-planner®-5aa40115/ |
|
|
$62.1 million |
|
https://www.linkedin.com/company/smart-portfolios-llc |
http://sampson-investment.com |
Smart Portfolios began as a builder and manager of custom trading algorithms for hedge fund, mutual fund and registered investment advisory firms. In 2004, the company learned of an exciting new theoretical framework for understanding markets, called Extreme Value Theory, which offered new mathematical algorithms applicable to asset allocation. Smart Portfolios seized on this opportunity and pioneered the application of Extreme Value Theory (EVT) by developing its Dynamic Portfolio OptimizationTM asset allocation system. This state-of-the-art asset allocation methodology gives Smart’s financial engineers a better understanding of risk and diversification while providing a superior tool for forecasting returns. The mathematical algorithms taken from Extreme Value Theory represent a significant upgrade to the math used in traditional asset allocation models and allow a more accurate assessment and projection of risk-adjusted returns |
|
| Sampson Investment Management |
Kristin |
Copper |
Director of Operations |
(925) 743-8449 |
WM |
Kristin@sampson-investment.com |
|
17865 Ballinger Way NE |
Seattle |
WA |
98155 |
United States of America |
North America |
https://www.linkedin.com/in/kristinyarwood/ |
|
|
$62.1 million |
|
https://www.linkedin.com/company/smart-portfolios-llc |
http://sampson-investment.com |
Smart Portfolios began as a builder and manager of custom trading algorithms for hedge fund, mutual fund and registered investment advisory firms. In 2004, the company learned of an exciting new theoretical framework for understanding markets, called Extreme Value Theory, which offered new mathematical algorithms applicable to asset allocation. Smart Portfolios seized on this opportunity and pioneered the application of Extreme Value Theory (EVT) by developing its Dynamic Portfolio OptimizationTM asset allocation system. This state-of-the-art asset allocation methodology gives Smart’s financial engineers a better understanding of risk and diversification while providing a superior tool for forecasting returns. The mathematical algorithms taken from Extreme Value Theory represent a significant upgrade to the math used in traditional asset allocation models and allow a more accurate assessment and projection of risk-adjusted returns |
|
| Samson Wealth Management Group, LLC |
Mark |
Samson |
President |
(215) 693-5000 |
WM |
mark.samson@samsonwmg.com |
|
500 Office Center Drive, Suite 103 |
Fort Washington |
PA |
19034 |
United States of America |
North America |
https://www.linkedin.com/in/mark-samson-8606956/ |
|
2.012 |
|
|
|
https://fa.wellsfargoadvisors.com/samson-wmg/ |
At Samson Wealth Management Group, we work closely with wealthy families to help them navigate the multifaceted issues that come with their success. We guide our clients with strategies to help them create, grow and preserve their family's wealth. This provides a level of comfort which allows the families to focus on the people and activities they care about most in their lives. Wealth management is a comprehensive discipline that, based on each family's unique needs, combines wealth planning, investment planning, retirement planning, asset protection planning and executive planning. |
|
| Samson Wealth Management Group, LLC |
Douglas |
Callan |
Vice President, Investment Analyst |
(215) 693-5000 |
WM |
douglas.callan@samsonwmg.com |
|
500 Office Center Drive, Suite 103 |
Fort Washington |
PA |
19034 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-callan-cfa-65901829/ |
|
2.012 |
|
|
|
https://fa.wellsfargoadvisors.com/samson-wmg/ |
At Samson Wealth Management Group, we work closely with wealthy families to help them navigate the multifaceted issues that come with their success. We guide our clients with strategies to help them create, grow and preserve their family's wealth. This provides a level of comfort which allows the families to focus on the people and activities they care about most in their lives. Wealth management is a comprehensive discipline that, based on each family's unique needs, combines wealth planning, investment planning, retirement planning, asset protection planning and executive planning. |
|
| Samson Wealth Management Group, LLC |
Amy |
Lytle |
Administrative Manager |
(215) 693-5000 |
WM |
amy.k.lytle@samsonwmg.com |
|
500 Office Center Drive, Suite 103 |
Fort Washington |
PA |
19034 |
United States of America |
North America |
|
|
2.012 |
|
|
|
https://fa.wellsfargoadvisors.com/samson-wmg/ |
At Samson Wealth Management Group, we work closely with wealthy families to help them navigate the multifaceted issues that come with their success. We guide our clients with strategies to help them create, grow and preserve their family's wealth. This provides a level of comfort which allows the families to focus on the people and activities they care about most in their lives. Wealth management is a comprehensive discipline that, based on each family's unique needs, combines wealth planning, investment planning, retirement planning, asset protection planning and executive planning. |
|
| Samson Wealth Management Group, LLC |
Jennifer |
Telesca |
Client Relationship Manager |
(215) 693-5000 |
WM |
jennifer.telesca@samsonwmg.com |
|
500 Office Center Drive, Suite 103 |
Fort Washington |
PA |
19034 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-bixler-telesca-cima-crpc-00b4b46/ |
|
2.012 |
|
|
|
https://fa.wellsfargoadvisors.com/samson-wmg/ |
At Samson Wealth Management Group, we work closely with wealthy families to help them navigate the multifaceted issues that come with their success. We guide our clients with strategies to help them create, grow and preserve their family's wealth. This provides a level of comfort which allows the families to focus on the people and activities they care about most in their lives. Wealth management is a comprehensive discipline that, based on each family's unique needs, combines wealth planning, investment planning, retirement planning, asset protection planning and executive planning. |
|
| San Diego Wealth Management |
Cory |
Schmelzer |
Founder and Financial Life Planner |
(858) 270-7705 |
WM |
cory@sandiegowealth.com |
contact@sandiegowealth.com |
6390 Greenwich Dr., Suite 230 |
San Diego |
CA |
92122 |
United States of America |
North America |
https://www.linkedin.com/in/coryschmelzer/ |
|
2.004 |
|
|
https://www.linkedin.com/company/san-diego-wealth/ |
https://www.sandiegowealth.com/ |
At San Diego Wealth, we are a whole life planning firm that merges your vision for the life you’ve always wanted to live with the acumen of skilled financial planning, the science of investing, and the best practices in managing your resources. We partner with you to bring a powerful planning process that goes beyond your goals, to your deepest heart’s core yearnings and dreams of real freedom and inspired living. It’s a process that helps you achieve a sense of control and achievement about your own “Wealth of Life.” |
|
| Sanchez Wealth Management, LLC |
Jon |
Sanchez |
CEO |
(775) 800-1801 |
WM |
jon@SanchezWealthManagement.com |
info@SanchezWealthManagement.com |
1645 HWY 395 |
Minden |
NV |
89423 |
United States of America |
North America |
https://www.linkedin.com/in/jon-g-sanchez-54476288/ |
|
1.993 |
$250M |
|
https://www.linkedin.com/company/sanchez-wealth-management-llc/ |
https://sanchezwealthmanagement.com/ |
As CEO of Sanchez Wealth Management, LLC, Jon Sanchez and his team manage over $250 million in client assets (as of July 2020). With over 25 years of experience in the financial services industry, he is a veteran of the securities business. Jon focuses on the vast and complicated areas of retirement and wealth building by utilizing stock market investments, real estate, and small businesses. As a leader in the Northern Nevada and California financial community, Jon has created, bought, or sold over 20 businesses. |
|
| Sanctuary Wealth Advisors, LLC |
Martin |
Erzinger |
Founding Member |
(303) 220-5376 |
WM |
martyerz@sanctuaryadvisors.com |
|
1860 Blake Street, Suite 200 |
Denver |
CO |
80202 |
United States of America |
North America |
https://www.linkedin.com/in/martin-erzinger-8b6420163/ |
|
2.011 |
|
|
https://www.linkedin.com/company/sanctuary-wealth-advisors-llc/ |
http://www.sanctuaryadvisors.com/ |
Sanctuary understands the unique and individual needs of each client. We provide comprehensive wealth advisory services with outstanding client service. We're focused on helping investors reach their financial objectives at every point during their lives. |
|
| Sanctuary Wealth Advisors, LLC |
Karen |
Jorgensen |
Managing Director |
(303) 220-5374 |
WM |
kjorgensen@sanctuaryadvisors.com |
|
1860 Blake Street, Suite 200 |
Denver |
CO |
80202 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/sanctuary-wealth-advisors-llc/ |
http://www.sanctuaryadvisors.com/ |
Sanctuary understands the unique and individual needs of each client. We provide comprehensive wealth advisory services with outstanding client service. We're focused on helping investors reach their financial objectives at every point during their lives. |
|
| Sanctum Wealth Management |
Shiv |
Gupta |
Founder & CEO |
91 22 6177 9500 |
WM |
shiv.gupta@sanctumwealth.com |
info@sanctumwealth.com |
Unit 1501, Tower 2B, One Indiabulls Centre, 841, Jupiter Mills, Off Senapati Bapat Marg |
Lower Parel |
Mumbai |
|
India |
Asia |
https://www.linkedin.com/in/shiv-gupta-06499019/ |
|
|
|
|
https://www.linkedin.com/company/sanctum-wealth-management/ |
https://sanctumwealth.com/ |
Sanctum is an Indian wealth management firm which has acquired RBS India’s Private Banking business. We are here to help you realise your financial goals and secure your legacy for yourself and your future generations. With end-to-end wealth management solutions for High Net Worth Individuals (HNIs), we aspire to be the most trusted Indian Wealth Advisor for our clients and partners. This is a vision shared by our people and is predicated on a commitment to upholding the highest standards of conduct and service in all our dealings. We understand that wealth means more than just numbers and it reflects in the way we approach our relationships. An in-depth knowledge of today’s financial world and sensitivity to future trends enable us to provide timely and impactful solutions. Our experts have developed insights and experience in domestic and international markets to create innovative and adaptable solutions to suit the varied needs of our clients. |
|
| Sancus Wealth Management, LLC |
Vincent |
Lapietra |
Managing Partner |
(469) 547-1669 |
WM |
vincent.lapietra@sancuswealth.com |
|
10703 Preston Rd |
Dallas |
TX |
75230 |
United States of America |
North America |
https://www.linkedin.com/in/vincent-lapietra-a524772/ |
|
|
|
|
|
http://www.sancuswealth.com/ |
Sancus Wealth Management is a full service, fee based financial planning firm that helps clients pursue their long term wealth goals. |
|
| Sancus Wealth Management, LLC |
Smitha |
Thomas |
Managing Partner |
(972) 807-9261 |
WM |
smitha.thomas@sancuswealth.com |
|
10703 Preston Rd |
Dallas |
TX |
75230 |
United States of America |
North America |
https://www.linkedin.com/in/smitha-thomas-cfp®-446014b0/ |
|
|
|
|
|
http://www.sancuswealth.com/ |
Sancus Wealth Management is a full service, fee based financial planning firm that helps clients pursue their long term wealth goals. |
|
| Sanderson Wealth Management, LLC |
John |
Sanderson |
President, CEO and Founding Member |
(716) 566-2420 |
WM |
john.sanderson@sandersonllc.com |
contact.us@sandersonllc.com |
50 Fountain Plaza, Suite 750 |
Buffalo |
NY |
14202-2213 |
United States of America |
North America |
https://www.linkedin.com/in/john-sanderson-cpa-cima®-91916540/ |
|
2.001 |
$605M |
|
https://www.linkedin.com/company/sanderson-wealth-management/ |
https://www.sandersonllc.com/ |
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). |
|
| Sanderson Wealth Management, LLC |
James |
Warner |
Partner and VP of Investment Advisory Services |
(716) 566-2420 |
WM |
jwarner@sandersonllc.com |
contact.us@sandersonllc.com |
50 Fountain Plaza, Suite 750 |
Buffalo |
NY |
14202-2213 |
United States of America |
North America |
https://www.linkedin.com/in/jim-warner-385a4512/ |
|
2.001 |
$605M |
|
https://www.linkedin.com/company/sanderson-wealth-management/ |
https://www.sandersonllc.com/ |
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). |
|
| Sanderson Wealth Management, LLC |
John |
Gullo |
Chief Investment Officer and COO |
(716) 566-2420 |
WM |
jgullo@sandersonllc.com |
contact.us@sandersonllc.com |
50 Fountain Plaza, Suite 750 |
Buffalo |
NY |
14202-2213 |
United States of America |
North America |
https://www.linkedin.com/in/jsgullo/ |
|
2.001 |
$605M |
|
https://www.linkedin.com/company/sanderson-wealth-management/ |
https://www.sandersonllc.com/ |
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). |
|
| Sanderson Wealth Management, LLC |
Justin |
Sanderson |
Chief Compliance Officer, VP of Investment Advisory Services |
(716) 566-2420 |
WM |
justin.sanderson@sandersonllc.com |
contact.us@sandersonllc.com |
50 Fountain Plaza, Suite 750 |
Buffalo |
NY |
14202-2213 |
United States of America |
North America |
https://www.linkedin.com/in/justin-sanderson-6229a813/ |
|
2.001 |
$605M |
|
https://www.linkedin.com/company/sanderson-wealth-management/ |
https://www.sandersonllc.com/ |
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). |
|
| Sandhill Investment Management |
Marc |
Bernstein |
Partner, VP, Business Development |
(716) 852-0279 x311 |
WM |
mbernstein@sandhill-im.com |
info@sandhill-im.com |
360 Delaware Ave Suite 402 |
Buffalo |
NY |
14202 |
United States of America |
North America |
https://www.linkedin.com/in/marc-d-bernstein-1b63119 |
|
2.004 |
$503,188,768 |
|
https://www.linkedin.com/company/sandhill-investment-management/ |
https://sandhill-im.com |
Sandhill Investment Management is a boutique investment management firm providing management and oversight of over $1 Billion in assets. Sandhill was founded in 2004 and is headquartered in Buffalo, New York. We support private clients, foundations, endowments, 401k plans and institutions. |
|
| Sandhill Investment Management |
Edwin (Tim) |
Johnston III |
Founder, Managing Partner |
(716) 852-0279 Ext. 302 |
WM |
emj@sandhill-im.com |
YourTeam@sandhill-im.com |
40 Fountain Plaza, Suite 1300 |
Chicago |
IL |
14202 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/sandhill-investment-management |
https://sandhill-im.com/ |
Sandhill Investment Management is a boutique investment management firm providing management and oversight of over $1 Billion in assets. Sandhill was founded in 2004 and is headquartered in Buffalo, New York. We support private clients, foundations, endowments, 401k plans and institutions.
In many cases, Sandhill is the sole steward of our clients' capital. While it is important to earn a healthy return for our clients, we never lose sight of protecting our clients' capital. |
|
| Sandhill Investment Management |
Larry |
Stolzenburg |
Partner, Head of Advisory Services |
(716) 852-0279 Ext. 301 |
WM |
lstolzenburg@sandhill-im.com |
YourTeam@sandhill-im.com |
40 Fountain Plaza, Suite 1300 |
Chicago |
IL |
14202 |
United States of America |
North America |
https://www.linkedin.com/in/larrystolzenburg/ |
|
|
|
|
https://www.linkedin.com/company/sandhill-investment-management |
https://sandhill-im.com/ |
Sandhill Investment Management is a boutique investment management firm providing management and oversight of over $1 Billion in assets. Sandhill was founded in 2004 and is headquartered in Buffalo, New York. We support private clients, foundations, endowments, 401k plans and institutions.
In many cases, Sandhill is the sole steward of our clients' capital. While it is important to earn a healthy return for our clients, we never lose sight of protecting our clients' capital. |
|
| Sandhill Investment Management |
Jonathan |
Amoia |
Partner, Director |
Direct: (716) 852-0279 Ext. 306, Mobile: (716) 597-9662 |
WM |
jamoia@sandhill-im.com |
YourTeam@sandhill-im.com |
40 Fountain Plaza, Suite 1300 |
Chicago |
IL |
14202 |
United States of America |
North America |
https://www.linkedin.com/in/jamoia/ |
|
|
|
|
https://www.linkedin.com/company/sandhill-investment-management |
https://sandhill-im.com/ |
Sandhill Investment Management is a boutique investment management firm providing management and oversight of over $1 Billion in assets. Sandhill was founded in 2004 and is headquartered in Buffalo, New York. We support private clients, foundations, endowments, 401k plans and institutions.
In many cases, Sandhill is the sole steward of our clients' capital. While it is important to earn a healthy return for our clients, we never lose sight of protecting our clients' capital. |
|
| Sandhill Investment Management |
Christopher |
Kicinski |
Partner, Investment Advisor |
(716) 852-0279 Ext. 308 |
WM |
ckicinski@sandhill-im.com |
YourTeam@sandhill-im.com |
40 Fountain Plaza, Suite 1300 |
Chicago |
IL |
14202 |
United States of America |
North America |
https://www.linkedin.com/in/chris-kicinski-cpa-cfp-r-347b36a/ |
|
|
|
|
https://www.linkedin.com/company/sandhill-investment-management |
https://sandhill-im.com/ |
Sandhill Investment Management is a boutique investment management firm providing management and oversight of over $1 Billion in assets. Sandhill was founded in 2004 and is headquartered in Buffalo, New York. We support private clients, foundations, endowments, 401k plans and institutions.
In many cases, Sandhill is the sole steward of our clients' capital. While it is important to earn a healthy return for our clients, we never lose sight of protecting our clients' capital. |
|
| Sandhill Investment Management |
Shant |
Goubrial |
Partner, COO |
(716) 852-0279 Ext. 305, (716) 216-2761 |
WM |
sgoubrial@sandhill-im.com |
YourTeam@sandhill-im.com |
40 Fountain Plaza, Suite 1300 |
Chicago |
IL |
14202 |
United States of America |
North America |
https://www.linkedin.com/in/shant-goubrial-7b796a22/ |
|
|
|
|
https://www.linkedin.com/company/sandhill-investment-management |
https://sandhill-im.com/ |
Sandhill Investment Management is a boutique investment management firm providing management and oversight of over $1 Billion in assets. Sandhill was founded in 2004 and is headquartered in Buffalo, New York. We support private clients, foundations, endowments, 401k plans and institutions.
In many cases, Sandhill is the sole steward of our clients' capital. While it is important to earn a healthy return for our clients, we never lose sight of protecting our clients' capital. |
|
| Sands Financial Services |
Eric |
Sands |
Owner, Financial Advisor |
(954) 721-4767 |
WM |
eric.sands@myavantax.com |
eric.sands@myavantax.com |
6750 N Andrews Avenue, Suite 200 |
Fort Lauderdale |
FL |
33309 |
United States of America |
North America |
|
|
|
|
eric.sands@hdvest.net |
|
https://www.ericsands.net/ |
At Sands Financial Services, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals. |
|
| SANDSTONE Asset Management |
Sharon |
Watkins |
CEO and Chief Investment Strategist |
(403) 218-6125 |
WM |
swatkins@sandstoneam.com |
info@sandstoneam.com |
115, 101 – 6 Street SW |
Calgary |
AB |
T2P 5K7 |
Canada |
North America |
https://www.linkedin.com/in/sharon-watkins-3810936/ |
|
2.004 |
|
|
https://www.linkedin.com/company/sandstone-asset-management-inc/ |
http://www.sandstoneam.com/ |
SANDSTONE Asset Management is a Calgary based firm offering global discretionary investment management to private individuals, foundations, and family trusts. Our pride of ownership is evident through our passion for investing and our dedication to providing key assurances: DIRECTION. CONFIDENCE. INDEPENDENCE. |
|
| SANDSTONE Asset Management |
Brent |
Pickerl |
President |
Direct: (403) 218-6128 |
WM |
bpickerl@sandstoneam.com |
info@sandstoneam.com |
115, 101 – 6 Street SW |
Calgary |
AB |
T2P 5K7 |
Canada |
North America |
https://www.linkedin.com/in/brent-pickerl-574399128/ |
|
2.004 |
|
|
https://www.linkedin.com/company/sandstone-asset-management-inc/ |
http://www.sandstoneam.com/ |
SANDSTONE Asset Management is a Calgary based firm offering global discretionary investment management to private individuals, foundations, and family trusts. Our pride of ownership is evident through our passion for investing and our dedication to providing key assurances: DIRECTION. CONFIDENCE. INDEPENDENCE. |
|
| SANDSTONE Asset Management |
Joanna |
Bosgra |
Executive Associate |
(403) 218-6125 |
WM |
jbosgra@sandstoneam.com |
info@sandstoneam.com |
115, 101 – 6 Street SW |
Calgary |
AB |
T2P 5K7 |
Canada |
North America |
https://www.linkedin.com/in/joanne-bosgra-ba506968/ |
|
2.004 |
|
|
https://www.linkedin.com/company/sandstone-asset-management-inc/ |
http://www.sandstoneam.com/ |
SANDSTONE Asset Management is a Calgary based firm offering global discretionary investment management to private individuals, foundations, and family trusts. Our pride of ownership is evident through our passion for investing and our dedication to providing key assurances: DIRECTION. CONFIDENCE. INDEPENDENCE. |
|
| Sather Financial Group Inc. |
Dave |
Sather |
President |
(361) 570-1800 |
WM |
dave@satherfinancial.com |
|
120 E. Constitution St. |
Victoria |
TX |
77901 |
United States of America |
North America |
https://www.linkedin.com/in/dave-sather-512a7b2/ |
|
|
$850M |
dsather@businessbankoftexas.com |
https://www.businessbankoftexas.com/ |
http://www.satherfinancial.com/ |
Sather Financial Group is a “fee-only” financial planning and investment management firm responsible for overseeing approximately $850 million in client assets. It is our belief that a “fee-only” financial planning and investment management business is the best way to take care of clients, always putting their interests first. In this manner, no income is derived from commissions or any other type of transaction oriented activity. All fees are earned as a result of asset management fees. Given this, the goals of the Sather Financial Group, Inc. remain aligned with the clients. |
|
| Satori Wealth Management, Inc. |
Danny |
Michael |
Principal & Founder |
(310) 210-7275 |
WM |
danny@satoriwealth.com |
info@satoriwealth.com |
12100 Wilshire Boulevard, 8th Floor |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/dannygmichael/ |
|
|
|
|
https://www.linkedin.com/company/satoriwealthmanagement/ |
https://satoriwealth.com/ |
Satori Wealth Management, Inc. is a fee-only financial planning firm that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals, and families. Based in Southern California, we leverage the latest technology available to ensure that we can work with clients no matter where they are located, which gives us the ability to deliver the advice you need in the comfort of your own home or while you’re on the go — at nearly any time of the day. Paired with our unique approach of understanding every aspect of our client’s short and long-term goals, we deliver a customized, comprehensive solution providing you with the peace of mind needed so you can focus on the things that matter most. |
|
| Satovsky Asset Management |
Jonathan |
Satovsky |
Founder |
(212) 584-1900 |
WM |
jonathan@satovsky.com |
|
232 Madison Avenue Suite 400 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/satovsky/ |
|
|
$428 million |
|
https://www.linkedin.com/company/satovsky-asset-management-llc/ |
https://www.satovsky.com |
Satovsky Asset Management is a New York City-based independent wealth management firm. We serve the financial needs of a limited number of high-net-worth families and investors around the world by creating long-term, holistic solutions that are individually tailored and managed to each client’s unique needs, goals, and obligations. |
|
| Saul Wealth Advisors LLC |
Matthew |
Saul |
Owner |
(212) 457-1990 |
WM |
msaul1@barnumfg.com |
|
200 Park Avenue, 32nd Floor |
New York |
NY |
10166 |
United States of America |
North America |
|
|
|
|
|
|
http://www.saulwealthadvisors.com |
Saul Wealth Advisors is the financial advisory firm for clients who understand that building wealth is about more than short-term gains. Our clients are serious about their financial future, and we can match their dedication with expertise and attention to detail you won't find anywhere else. |
|
| Savant Capital Management |
LaVonne |
Brown |
Chief Communications & Culture Officer |
(815) 227-0300 |
WM |
lbrown@savantcapital.com |
info@savantcapital.com |
190 Buckley Drive |
Rockford |
IL |
61107 |
United States of America |
North America |
https://www.linkedin.com/in/lavonnebrown/ |
|
1.986 |
$4.6B |
|
https://www.linkedin.com/company/savant-capital-management/ |
https://www.savantcapital.com |
Savant Capital Management is an independent, fee-only wealth management firm helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals. |
|
| Savant Capital Management |
Brent |
Brodeski |
Chief Executive Officer & Financial Advisor |
(815) 227-0300 |
WM |
bbrodeski@savantcapital.com |
info@savantcapital.com |
190 Buckley Drive |
Rockford |
IL |
61107 |
United States of America |
North America |
https://www.linkedin.com/in/brent-brodeski-b760651/ |
|
1.986 |
$4.6B |
|
https://www.linkedin.com/company/savant-capital-management/ |
https://www.savantcapital.com |
Savant Capital Management is an independent, fee-only wealth management firm helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals. |
|
| Savant Capital Management |
Perla |
Rodriguez |
Managing Director |
(815) 227-0300 |
WM |
prodriguez@savantcapital.com |
info@savantcapital.com |
190 Buckley Drive |
Rockford |
IL |
61107 |
United States of America |
North America |
|
|
1.986 |
$4.6B |
|
https://www.linkedin.com/company/savant-capital-management/ |
https://www.savantcapital.com |
Savant Capital Management is an independent, fee-only wealth management firm helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals. |
|
| Savant Investment Group, LLC |
Scott |
Lummer |
CEO, Chief Investment Officer, Advisor |
Direct: (415) 926-7236, Mobile: (415) 819-7588 |
WM |
Scott@savantig.com |
info@savantig.com |
555 12th Street, Suite 925 |
Oakland |
CA |
94607 |
United States of America |
North America |
https://www.linkedin.com/in/scott-lummer-ph-d-cfa-028279a/ |
|
1.991 |
$685M |
|
https://www.linkedin.com/company/savant-investment-group-llc/ |
https://www.savantig.com/ |
Savant Investment Group has been building wealth for its valued clients since 1991. We provide the same quality of investment management received by the largest institutional investors in the world to our individual and pension clients. We have two basic foundations that provide us with this ability. First, our advisors have an average of 25 years of experience in the investment profession and are highly credentialed (including Ph.D., CFA, and CFP designations). The second is our independence – we are beholden to no other entity, as we receive no fees for commissions, fund recommendations, or referrals. We feel independence is absolutely critical to earning your trust – our recommendations are objective and are made solely in your best interest. |
|
| Savant Investment Group, LLC |
Joseph |
Sims |
Deputy Chief Investment Officer |
(415) 926-7200 |
WM |
Joe@savantig.com |
info@savantig.com |
555 12th Street, Suite 925 |
Oakland |
CA |
94607 |
United States of America |
North America |
|
|
1.991 |
$685M |
|
https://www.linkedin.com/company/savant-investment-group-llc/ |
https://www.savantig.com/ |
Savant Investment Group has been building wealth for its valued clients since 1991. We provide the same quality of investment management received by the largest institutional investors in the world to our individual and pension clients. We have two basic foundations that provide us with this ability. First, our advisors have an average of 25 years of experience in the investment profession and are highly credentialed (including Ph.D., CFA, and CFP designations). The second is our independence – we are beholden to no other entity, as we receive no fees for commissions, fund recommendations, or referrals. We feel independence is absolutely critical to earning your trust – our recommendations are objective and are made solely in your best interest. |
|
| Savant Investment Group, LLC |
Lorraine |
Sommers |
COO, CCO |
(415) 926-7200 |
WM |
lorraine@savantig.com |
info@savantig.com |
555 12th Street, Suite 925 |
Oakland |
CA |
94607 |
United States of America |
North America |
https://www.linkedin.com/in/lorraine-sommers-b61323100/ |
|
1.991 |
$685M |
|
https://www.linkedin.com/company/savant-investment-group-llc/ |
https://www.savantig.com/ |
Savant Investment Group has been building wealth for its valued clients since 1991. We provide the same quality of investment management received by the largest institutional investors in the world to our individual and pension clients. We have two basic foundations that provide us with this ability. First, our advisors have an average of 25 years of experience in the investment profession and are highly credentialed (including Ph.D., CFA, and CFP designations). The second is our independence – we are beholden to no other entity, as we receive no fees for commissions, fund recommendations, or referrals. We feel independence is absolutely critical to earning your trust – our recommendations are objective and are made solely in your best interest. |
|
| Savant Investment Group, LLC |
Stuart |
Johnston |
Senior Advisor |
(415) 926-7200 |
WM |
stu@savantig.com |
info@savantig.com |
555 12th Street, Suite 925 |
Oakland |
CA |
94607 |
United States of America |
North America |
https://www.linkedin.com/in/stu-johnston-163bb317/ |
|
1.991 |
$685M |
|
https://www.linkedin.com/company/savant-investment-group-llc/ |
https://www.savantig.com/ |
Savant Investment Group has been building wealth for its valued clients since 1991. We provide the same quality of investment management received by the largest institutional investors in the world to our individual and pension clients. We have two basic foundations that provide us with this ability. First, our advisors have an average of 25 years of experience in the investment profession and are highly credentialed (including Ph.D., CFA, and CFP designations). The second is our independence – we are beholden to no other entity, as we receive no fees for commissions, fund recommendations, or referrals. We feel independence is absolutely critical to earning your trust – our recommendations are objective and are made solely in your best interest. |
|
| Savant Investment Group, LLC |
Pamela |
Hunt |
Wealth Management Advisor |
(415) 926-7200 |
WM |
pamela@savantig.com |
info@savantig.com |
555 12th Street, Suite 925 |
Oakland |
CA |
94607 |
United States of America |
North America |
https://www.linkedin.com/in/pamela-hunt-schubert-cfp®-1723004/ |
|
1.991 |
$685M |
|
https://www.linkedin.com/company/savant-investment-group-llc/ |
https://www.savantig.com/ |
Savant Investment Group has been building wealth for its valued clients since 1991. We provide the same quality of investment management received by the largest institutional investors in the world to our individual and pension clients. We have two basic foundations that provide us with this ability. First, our advisors have an average of 25 years of experience in the investment profession and are highly credentialed (including Ph.D., CFA, and CFP designations). The second is our independence – we are beholden to no other entity, as we receive no fees for commissions, fund recommendations, or referrals. We feel independence is absolutely critical to earning your trust – our recommendations are objective and are made solely in your best interest. |
|
| Sawgrass Asset Management, LLC |
Brian |
Monroe |
CoFounding Principal, Director of Marketing & Client Service |
(904) 493-5500 |
WM |
monroeb@saw-grass.com |
info@saw-grass.com |
1579 The Greens Way, Suite 20 |
Jacksonville Beach |
FL |
32250 |
United States of America |
North America |
https://www.linkedin.com/in/brian-monroe-b2386b6/ |
|
1.998 |
$4B |
|
https://www.linkedin.com/company/sawgrass-asset-management/ |
https://saw-grass.com/ |
Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. |
|
| Sawgrass Asset Management, LLC |
Marty |
LaPrade |
Partner, Equity Portfolio Manager |
(904) 493-5500 |
WM |
lapradem@saw-grass.com |
info@saw-grass.com |
1579 The Greens Way, Suite 20 |
Jacksonville Beach |
FL |
32250 |
United States of America |
North America |
https://www.linkedin.com/in/marty-laprade-6082abb/ |
|
1.998 |
$4B |
|
https://www.linkedin.com/company/sawgrass-asset-management/ |
https://saw-grass.com/ |
Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. |
|
| Sawgrass Asset Management, LLC |
David |
Furfine |
Partner, Director of Fixed Income |
(904) 493-5500 |
WM |
furfined@saw-grass.com |
operations@saw-grass.com |
1579 The Greens Way, Suite 20 |
Jacksonville Beach |
FL |
32250 |
United States of America |
North America |
https://www.linkedin.com/in/david-furfine-cfa-b986945/ |
|
1.998 |
$4B |
|
https://www.linkedin.com/company/sawgrass-asset-management/ |
https://saw-grass.com/ |
Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. |
|
| Sawgrass Asset Management, LLC |
Andy |
Cantor |
CoFounding Principal, Compliance / Investment Advisor |
(904) 493-5500 |
WM |
info@saw-grass.com |
info@saw-grass.com |
1579 The Greens Way, Suite 20 |
Jacksonville Beach |
FL |
32250 |
United States of America |
North America |
https://www.linkedin.com/in/andy-cantor-055b6180/ |
|
1.998 |
$4B |
|
https://www.linkedin.com/company/sawgrass-asset-management/ |
https://saw-grass.com/ |
Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. |
|
| Sawtooth Solutions |
Brad |
Pries |
CEO |
(952) 831-0039 |
WM |
brad@sawtootham.com |
sales@sawtootham.com |
3600 American Blvd W Suite 750 |
Minneapolis |
MN |
55431 |
United States of America |
North America |
https://www.linkedin.com/in/brad-pries-057b213/ |
|
2.009 |
|
|
https://www.linkedin.com/company/sawtooth-asset-management/about/ |
https://www.sawtootham.com/ |
Sawtooth is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration. Our collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes. |
|
| Sawtooth Solutions |
Thomas |
Rozman |
President & CIO |
(952) 831-0039 |
WM |
thomas.rozman@sawtootham.com |
sales@sawtootham.com |
3600 American Blvd W Suite 750 |
Minneapolis |
MN |
55431 |
United States of America |
North America |
https://www.linkedin.com/in/thomasjrozman/ |
|
2.009 |
|
|
https://www.linkedin.com/company/sawtooth-asset-management/about/ |
https://www.sawtootham.com/ |
Sawtooth is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration. Our collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes. |
|
| Sawtooth Solutions |
Rich |
Conley |
EVP, Head of Sales |
(952) 831-0039 |
WM |
richc@sawtootham.com |
sales@sawtootham.com |
3600 American Blvd W Suite 750 |
Minneapolis |
MN |
55431 |
United States of America |
North America |
https://www.linkedin.com/in/rich-conley-4365652/ |
|
2.009 |
|
|
https://www.linkedin.com/company/sawtooth-asset-management/about/ |
https://www.sawtootham.com/ |
Sawtooth is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration. Our collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes. |
|
| Sax Wealth Advisors, LLC |
Kyle |
Stawicki |
Partner-in-Charge |
(973) 859-2199 |
WM |
kstawicki@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-stawicki-chfc-15444640/ |
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| Sax Wealth Advisors, LLC |
Marie |
DeCaprio |
Partner |
(973) 859-2199 |
WM |
mdecaprio@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
https://www.linkedin.com/in/marie-decaprio-cfp®-cfa-75829510/ |
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| Sax Wealth Advisors, LLC |
Guy |
McPhail |
Principal |
(973) 859-2199 |
WM |
gmcphail@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
https://www.linkedin.com/in/guymcphail/ |
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| Sax Wealth Advisors, LLC |
Matthew |
Bernocchi |
Associate Wealth Advisor |
(973) 859-2199 |
WM |
mbernocchi@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
https://www.linkedin.com/in/matt-bernocchi-cfp®-9145074a/ |
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| Sax Wealth Advisors, LLC |
Paul |
Cheransky |
Associate Wealth Advisor |
(973) 859-2199 |
WM |
pcheransky@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| Sax Wealth Advisors, LLC |
Gregory |
Duffy |
Wealth Advisor |
(973) 859-2199 |
WM |
gduffy@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-duffy-1ab893/ |
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| Sax Wealth Advisors, LLC |
Stuart |
Herrman |
Wealth Advisor |
Mobile: (201) 362-4466 |
WM |
sherrmann@saxwa.com |
info@saxwa.com |
855 Valley Road |
Clifton |
NJ |
07013 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/sax-wealth-advisors-llc/ |
https://www.saxwa.com/ |
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. |
|
| SB Capital Management, Inc. |
Sandy |
Singer |
Founding Partner |
(818) 774-1000 |
WM |
rsinger@sbcapitalmanagement.com |
info@singerburke.com |
6345 Balboa Boulevard, Building 4, Suite 375 |
Encino |
CA |
91316 |
United States of America |
North America |
https://www.linkedin.com/in/richard-singer-a31b654/ |
|
1.972 |
$499M |
|
https://www.linkedin.com/company/singer-burke/ |
https://singerburke.com/ |
SB Capital Management is a Registered Investment Advisory firm providing comprehensive investment management and wealth planning services. Our goal is to deliver confidence and clarity, allowing our clients greater freedom and focus to pursue their passion, whether that’s writing, directing, acting, composing, running a studio, or pushing barriers in new media and technology. |
|
| SB Capital Management, Inc. |
Matthew |
Burke |
Managing Partner |
(818) 774-1000 |
WM |
mburke@sbcapitalmanagement.com |
info@singerburke.com |
6345 Balboa Boulevard, Building 4, Suite 375 |
Encino |
CA |
91316 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-burke-6802bb8/ |
|
1.972 |
$499M |
|
https://www.linkedin.com/company/singer-burke/ |
https://singerburke.com/ |
SB Capital Management is a Registered Investment Advisory firm providing comprehensive investment management and wealth planning services. Our goal is to deliver confidence and clarity, allowing our clients greater freedom and focus to pursue their passion, whether that’s writing, directing, acting, composing, running a studio, or pushing barriers in new media and technology. |
|
| SB Capital Management, Inc. |
Amitha |
Harichandran |
Wealth Management Partner / CCO |
(818) 774-1000 |
WM |
amitha@sbcapitalmanagement.com |
info@singerburke.com |
6345 Balboa Boulevard, Building 4, Suite 375 |
Encino |
CA |
91316 |
United States of America |
North America |
https://www.linkedin.com/in/amitha-harichandran-cfp®-54666641/ |
|
1.972 |
$499M |
|
https://www.linkedin.com/company/singer-burke/ |
https://singerburke.com/ |
SB Capital Management is a Registered Investment Advisory firm providing comprehensive investment management and wealth planning services. Our goal is to deliver confidence and clarity, allowing our clients greater freedom and focus to pursue their passion, whether that’s writing, directing, acting, composing, running a studio, or pushing barriers in new media and technology. |
|
| Scheffel Financial Services, Inc. |
Jeffrey |
Westerhold |
Principal |
(618) 656-1207 |
WM |
jeff.westerhold@lpl.com |
scheffelfinancial@lpl.com |
143 North Kansas Street |
Edwardsville |
IL |
62025 |
United States of America |
North America |
|
Estate and Retirement Planning |
2.001 |
|
|
|
http://www.scheffelfinancial.com/ |
Scheffel Financial Services is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs. |
|
| Scheffel Financial Services, Inc. |
Chad |
Burns |
Wealth Manager |
(618) 656-1207 |
WM |
chad.burns@lpl.com |
scheffelfinancial@lpl.com |
143 North Kansas Street |
Edwardsville |
IL |
62025 |
United States of America |
North America |
https://www.linkedin.com/in/chad-burns-cpa-423b9560/ |
Estate and Retirement Planning |
2.001 |
|
|
|
http://www.scheffelfinancial.com/ |
Scheffel Financial Services is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs. |
|
| Scheffel Financial Services, Inc. |
Matthew |
Gorton |
Financial Consultant |
(618) 656-1207 |
WM |
matthew.gorton@lpl.com |
scheffelfinancial@lpl.com |
143 North Kansas Street |
Edwardsville |
IL |
62025 |
United States of America |
North America |
|
Estate and Retirement Planning |
2.001 |
|
|
|
http://www.scheffelfinancial.com/ |
Scheffel Financial Services is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs. |
|
| Scheffel Financial Services, Inc. |
Lisa |
De La Rosa |
Operations Manager |
(618) 656-1207 |
WM |
lisa.delarosa@lpl.com |
scheffelfinancial@lpl.com |
143 North Kansas Street |
Edwardsville |
IL |
62025 |
United States of America |
North America |
|
Estate and Retirement Planning |
2.001 |
|
|
|
http://www.scheffelfinancial.com/ |
Scheffel Financial Services is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs. |
|
| Scheirer Wealth Management |
Andrew |
Scheirer |
President |
(321) 275-5922 |
WM |
andrew@scheirerwealth.com |
|
1540 International Parkway, Suite 2000 |
Lake Mary |
FL |
32746 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-scheirer-ii-cws®-bb6ab36/ |
|
|
|
|
|
https://scheirerwealthmanagement.com/ |
Whether you are just starting to save for your future, or are a seasoned investor, Scheirer Wealth Management has the financial management experience to direct you towards reaching your objectives. We offer financial and investments services through API Financial Advisors, LLC. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that is one benefit of an independent perspective.We now offer the latest in sophisticated algorithmic portfolios thru API Financial Advisors, LLC. |
|
| Schlager Schlager & Levin |
Robert |
Schlager |
Principal |
(239) 333-0490 |
WM |
robertschlager@ssladvisors.net |
info@ssladvisors.net |
12525 New Brittany Blvd., Suite 30 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/robert-schlager-72780118/ |
|
2.006 |
|
|
https://www.linkedin.com/company/schlager-schlager-&-levin-tax-stratagies-and-financial-services/ |
http://www.ssladvisors.net/ |
SS&L has been helping our clients in Southwest Florida for over 30 years, The financial planning process at SS&L integrates expertise from various disciplines, including investments advisory, tax planning, legal & insurance consultations. Advisors with particular knowledge and experience with these areas are consulted to analyze, develop and implement comprehensive plan designs for your unique personal circumstance. By taking a team approach to your financial planning, we attempt to insure that there is always someone ready to help you who fully understand your personal need and details of your long term plan.
At Schlager Schlager & Levin we provide independent and objective financial planning advice. Our allegiance is to our clients. We have an unyielding commitment to our client's financial goals and objectives. We will never lose sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success. |
|
| Schlager Schlager & Levin |
Reina |
Schlager |
CoOwner and Financial Advisor |
(239) 333-0490 |
WM |
reinaschlager@ssladvisors.net |
info@ssladvisors.net |
12525 New Brittany Blvd., Suite 30 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/reina-schlager-cpa-pfs-rhu-25938490/ |
|
2.006 |
|
|
https://www.linkedin.com/company/schlager-schlager-&-levin-tax-stratagies-and-financial-services/ |
http://www.ssladvisors.net/ |
SS&L has been helping our clients in Southwest Florida for over 30 years, The financial planning process at SS&L integrates expertise from various disciplines, including investments advisory, tax planning, legal & insurance consultations. Advisors with particular knowledge and experience with these areas are consulted to analyze, develop and implement comprehensive plan designs for your unique personal circumstance. By taking a team approach to your financial planning, we attempt to insure that there is always someone ready to help you who fully understand your personal need and details of your long term plan.
At Schlager Schlager & Levin we provide independent and objective financial planning advice. Our allegiance is to our clients. We have an unyielding commitment to our client's financial goals and objectives. We will never lose sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success. |
|
| Schlager Schlager & Levin |
Kenneth |
Levin |
Certified Financial Fiduciary |
(239) 333-0490 |
WM |
kennethlevin@ssladvisors.net |
info@ssladvisors.net |
12525 New Brittany Blvd., Suite 30 |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-levin-cff®-rfc-3b207345/ |
|
2.006 |
|
|
https://www.linkedin.com/company/schlager-schlager-&-levin-tax-stratagies-and-financial-services/ |
http://www.ssladvisors.net/ |
SS&L has been helping our clients in Southwest Florida for over 30 years, The financial planning process at SS&L integrates expertise from various disciplines, including investments advisory, tax planning, legal & insurance consultations. Advisors with particular knowledge and experience with these areas are consulted to analyze, develop and implement comprehensive plan designs for your unique personal circumstance. By taking a team approach to your financial planning, we attempt to insure that there is always someone ready to help you who fully understand your personal need and details of your long term plan.
At Schlager Schlager & Levin we provide independent and objective financial planning advice. Our allegiance is to our clients. We have an unyielding commitment to our client's financial goals and objectives. We will never lose sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success. |
|
| Schneider Wealth Management |
Todd |
Schneider |
CEO & Founder |
(817) 482-1800 |
WM |
todd@Schneider-Wealth.com |
Info@Schneider-Wealth.com |
3100 W. Southlake Blvd. Suite 110 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/toddschneiderceo/ |
|
2.002 |
|
|
https://www.linkedin.com/company/schneider-wealth-management/ |
https://schneider-wealth.com/ |
Schneider Wealth Management works with successful professionals, business owners and retirees who are concerned with building and maintaining financial security for themselves, and their families, so they can fully enjoy their retirement years. Our clients are typically those who currently earn good incomes and are disciplined savers, but have rarely looked at the big picture. Or, those who have a good savings or pension available now in their retirement years. They have begun to realize that a successful retirement will depend not only on Accumulating Assets, but on having the proper Retirement Income Plan and Insurance in place, having an up-to-date Estate Plan, and having a plan for Taking Distributions from their Portfolio, that Maximizes Income while Reducing Taxes and Expenses - along with Hedging the Risk of Inflation. They realize that this is more than they should do on their own. They need a Comprehensive Plan and a Fiduciary Advisor to guide them through this ever changing process. |
|
| Schoeppler Wealth Group, A Private Wealth Advisory Practice of Ameriprise Financial |
Detlef |
Schoeppler |
President |
(813) 253-3171 |
WM |
brandon.m.schoeppler@ampf.com |
|
420 S Cedar Ave |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/detlef-schoeppler-crpc®-2b571515/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/schoeppler-wealth-group |
Schoeppler Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Schrette & Lee Wealth Management |
Paul |
Schrette |
President |
(208) 743-1943 |
WM |
pschrette@schretteandlee.com |
|
1875 N Lakewood Drive, Suite 102 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/paul-schrette-68a0385a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/schrette-and-lee-wealth-management/ |
https://www.schretteandlee.com/ |
While our individual experience in the investment world goes well beyond our years as a firm, Schrette & Lee Wealth Management, was founded by friends, golfing buddies and investment professionals Paul D. Schrette and Joseph V. Lee in June of 2002.
We created the firm with one specific purpose, to give investors in north Idaho and eastern Washington, and select clients nationwide, the ability to access a diverse offering of products, services and investment strategies.
We recognized technology was changing the investment landscape and foresaw a future where individual investors and their families would soon be able to access a diverse offering of investment strategies from institutional-caliber money management firms offering various investment strategies (commonly known as Managed Accounts). We wanted to be a part of bringing this type of money management to our area and our clients. In retrospect, our timing could not have been better.
Today at Schrette & Lee Wealth Management, through just one of the state of the art technology platforms we have available to us, we have unbiased access to nearly 7000 financial products, including a variety of asset management firms and strategist – many of which are pioneers in the industry. Wonder how we sort through all that data and select what we believe is the most appropriate money management firm or strategy for you? Ask us. We would be happy to show you how we do it. Just Click here to make an appointment. |
|
| Schrette & Lee Wealth Management |
Joseph |
Lee |
Vice President |
(208) 743-1943 |
WM |
jlee@schretteandlee.com |
|
1875 N Lakewood Drive, Suite 102 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-lee-8b30385a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/schrette-and-lee-wealth-management/ |
https://www.schretteandlee.com/ |
While our individual experience in the investment world goes well beyond our years as a firm, Schrette & Lee Wealth Management, was founded by friends, golfing buddies and investment professionals Paul D. Schrette and Joseph V. Lee in June of 2002.
We created the firm with one specific purpose, to give investors in north Idaho and eastern Washington, and select clients nationwide, the ability to access a diverse offering of products, services and investment strategies.
We recognized technology was changing the investment landscape and foresaw a future where individual investors and their families would soon be able to access a diverse offering of investment strategies from institutional-caliber money management firms offering various investment strategies (commonly known as Managed Accounts). We wanted to be a part of bringing this type of money management to our area and our clients. In retrospect, our timing could not have been better.
Today at Schrette & Lee Wealth Management, through just one of the state of the art technology platforms we have available to us, we have unbiased access to nearly 7000 financial products, including a variety of asset management firms and strategist – many of which are pioneers in the industry. Wonder how we sort through all that data and select what we believe is the most appropriate money management firm or strategy for you? Ask us. We would be happy to show you how we do it. Just Click here to make an appointment. |
|
| Schrette & Lee Wealth Management |
Gini |
Roberge |
Administrative Assistant |
(208) 743-1943 |
WM |
groberge@schretteandlee.com |
|
1875 N Lakewood Drive, Suite 102 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/schrette-and-lee-wealth-management/ |
https://www.schretteandlee.com/ |
While our individual experience in the investment world goes well beyond our years as a firm, Schrette & Lee Wealth Management, was founded by friends, golfing buddies and investment professionals Paul D. Schrette and Joseph V. Lee in June of 2002.
We created the firm with one specific purpose, to give investors in north Idaho and eastern Washington, and select clients nationwide, the ability to access a diverse offering of products, services and investment strategies.
We recognized technology was changing the investment landscape and foresaw a future where individual investors and their families would soon be able to access a diverse offering of investment strategies from institutional-caliber money management firms offering various investment strategies (commonly known as Managed Accounts). We wanted to be a part of bringing this type of money management to our area and our clients. In retrospect, our timing could not have been better.
Today at Schrette & Lee Wealth Management, through just one of the state of the art technology platforms we have available to us, we have unbiased access to nearly 7000 financial products, including a variety of asset management firms and strategist – many of which are pioneers in the industry. Wonder how we sort through all that data and select what we believe is the most appropriate money management firm or strategy for you? Ask us. We would be happy to show you how we do it. Just Click here to make an appointment. |
|
| Schrette & Lee Wealth Management |
Frances |
Collicott |
Administrative Assistant |
(208) 664-6952 |
WM |
frances@schretteandlee.com |
|
1875 N Lakewood Drive, Suite 102 |
Coeur d’Alene |
ID |
83814 |
United States of America |
North America |
https://www.linkedin.com/in/frances-collicott-8b9b06122/ |
|
2.002 |
|
|
https://www.linkedin.com/company/schrette-and-lee-wealth-management/ |
https://www.schretteandlee.com/ |
While our individual experience in the investment world goes well beyond our years as a firm, Schrette & Lee Wealth Management, was founded by friends, golfing buddies and investment professionals Paul D. Schrette and Joseph V. Lee in June of 2002.
We created the firm with one specific purpose, to give investors in north Idaho and eastern Washington, and select clients nationwide, the ability to access a diverse offering of products, services and investment strategies.
We recognized technology was changing the investment landscape and foresaw a future where individual investors and their families would soon be able to access a diverse offering of investment strategies from institutional-caliber money management firms offering various investment strategies (commonly known as Managed Accounts). We wanted to be a part of bringing this type of money management to our area and our clients. In retrospect, our timing could not have been better.
Today at Schrette & Lee Wealth Management, through just one of the state of the art technology platforms we have available to us, we have unbiased access to nearly 7000 financial products, including a variety of asset management firms and strategist – many of which are pioneers in the industry. Wonder how we sort through all that data and select what we believe is the most appropriate money management firm or strategy for you? Ask us. We would be happy to show you how we do it. Just Click here to make an appointment. |
|
| Schultz Collins Lawson Chambers |
Patrick |
Collins |
Founding Principal |
(415) 291-3000 |
WM |
patrick@schultzcollins.com |
|
455 Market Street Suite 1250 |
San Francisco |
CA |
94105-2431 |
United States of America |
North America |
https://www.linkedin.com/in/patrickjcollins1640/ |
|
1.995 |
$900M |
|
https://www.linkedin.com/company/schultz-collins-inc/ |
https://schultzcollins.com/ |
Schultz Collins is an investment advisory firm headquartered in San Francisco, California, with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $900 million in client assets (as of 12/31/19). |
|
| Schultz Collins Lawson Chambers |
Kristor |
Lawson |
Founding Principal |
(415) 291-3000 |
WM |
kristor@schultzcollins.com |
|
455 Market Street Suite 1250 |
San Francisco |
CA |
94105-2431 |
United States of America |
North America |
|
|
1.995 |
$900M |
|
https://www.linkedin.com/company/schultz-collins-inc/ |
https://schultzcollins.com/ |
Schultz Collins is an investment advisory firm headquartered in San Francisco, California, with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $900 million in client assets (as of 12/31/19). |
|
| Schultz Financial Group Inc. |
Russell |
Schultz |
Chief Executive Officer & Chief Investment Officer |
(775) 859-5620 |
WM |
rschultz@sfginc.com |
info@sfginc.com |
10765 Double R Blvd., Suite 200 |
Reno |
NV |
89521 |
United States of America |
North America |
https://www.linkedin.com/in/russ-schultz-36520b16a/ |
|
1.982 |
$201M |
|
https://www.linkedin.com/company/schultz-financial-group-inc./ |
https://sfginc.com/ |
Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. The Four Capital approach is based on objective, goal-based advice. We are a team of innovative wealth managers redefining the approach to wealth management and family office services for high-net-worth families and individuals. |
|
| Schultz Financial Group Inc. |
Vicki |
Schultz |
Executive Vice President |
(775) 859-5620 |
WM |
vschultz@sfginc.com |
info@sfginc.com |
10765 Double R Blvd., Suite 200 |
Reno |
NV |
89521 |
United States of America |
North America |
https://www.linkedin.com/in/vickischultz/ |
|
1.982 |
$201M |
|
https://www.linkedin.com/company/schultz-financial-group-inc./ |
https://sfginc.com/ |
Since 1982 we have approached wealth management differently by focusing on our clients’ Four Capitals. The Four Capital approach is based on objective, goal-based advice. We are a team of innovative wealth managers redefining the approach to wealth management and family office services for high-net-worth families and individuals. |
|
| Scotia Wealth Management |
Craig |
Gilchrist |
Head of ScotiaMcLeod, Managing Director and SVP |
(800) 399-8520 |
WM |
craig.gilchrist@scotiabank.com |
|
Scotia Plaza, 40 King St W 49th Floor |
Toronto |
ON |
M5H 1H1 |
Canada |
North America |
|
|
|
|
|
https://www.linkedin.com/showcase/scotia-wealth-management/ |
https://www.scotiawealthmanagement.com/ |
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking® |
|
| Scotia Wealth Management |
Stan |
Wong |
Director, Wealth Management & Portfolio Manager |
(800) 399-8520 |
WM |
stan.wong@scotiawealth.com |
|
Scotia Plaza, 40 King St W 49th Floor |
Toronto |
ON |
M5H 1H1 |
Canada |
North America |
https://www.linkedin.com/in/stan-wong-b0458b19/ |
|
|
|
|
https://www.linkedin.com/showcase/scotia-wealth-management/ |
https://www.scotiawealthmanagement.com/ |
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking® |
|
| Scotia Wealth Management |
Karina |
Alfarano |
Regional Director |
(416) 865-6043 |
WM |
karina.alfarano@scotiawealth.com |
|
Scotia Plaza, 40 King St W 49th Floor |
Toronto |
ON |
M5H 1H1 |
Canada |
North America |
https://www.linkedin.com/in/karina-alfarano-aab182144/ |
|
|
|
|
https://www.linkedin.com/showcase/scotia-wealth-management/ |
https://www.scotiawealthmanagement.com/ |
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking® |
|
| Scotia Wealth Management |
Andres |
Vera |
Branch Manager |
(416) 945-4710 |
WM |
andres.vera@scotiabank.com |
|
Scotia Plaza, 40 King St W 49th Floor |
Toronto |
ON |
M5H 1H1 |
Canada |
North America |
https://www.linkedin.com/in/andres-vera-32034213/ |
|
|
|
|
https://www.linkedin.com/showcase/scotia-wealth-management/ |
https://www.scotiawealthmanagement.com/ |
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking® |
|
| Scott White Advisors, LLC |
Scott |
White |
President and Financial Planner |
(239) 936-6300 |
WM |
scott@scottwhiteadvisors.com |
|
1510 Royal Palm Square Blvd., Suite 103 |
Fort Myers |
FL |
33919 |
United States of America |
North America |
https://www.linkedin.com/in/ascottwhite/ |
|
2.001 |
|
|
|
http://scottwhiteadvisors.com/ |
Scott White Advisors helps families maintain and invest family wealth for current and future generations. At Scott White Advisors, we understand the many decisions that accompany significant portfolios, and we work closely with our clients to prepare for the years ahead by developing and implementing a plan for asset diversification, trusts, estate plans, investments and retirement. with their comprehensive financial planning needs. Our firm is limited to a select number of clients so that every client receives the personalized attention that is the cornerstone of our practice. I'd like to invite you to take a look at Scott White Advisors and discover how we can help you with your comprehensive financial planning needs. |
|
| Scottsdale Wealth Advisory |
Brent |
Matthew |
Founder / President / Portfolio Manager |
(480) 247-9090 |
WM |
brent@swafirm.com |
info@SWAFirm.com |
8501 N. Scottsdale Road, Ste 205 |
Paradise Valley |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/brent-matthew/ |
|
2.016 |
|
|
https://www.linkedin.com/company/scottsdale-wealth-advisory-llc. |
https://www.scottsdalewealthadvisory.com/ |
Scottsdale Wealth Advisory LLC, a state registered investment advisor serving Scottsdale, Arizona and surrounding communities, provides asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Scottsdale Wealth Advisory LLC. |
|
| Scripps Wealth Management |
John |
Gergurich |
President |
(858) 271-1488 |
WM |
jgergurich@prowealthplan.com |
|
9915 Mira Mesa Boulevard, Suite 110 |
San Diego |
CA |
92131 |
United States of America |
North America |
https://www.linkedin.com/in/jmgergurich/ |
Retirement, Investment, Estate, Insurance, Tax, Money, Lifestyle |
1.975 |
|
|
https://www.linkedin.com/company/scripps-tax-&-financial-group/ |
https://www.scrippswealth.com/ |
Scripps Wealth Management is a San Diego accounting and wealth management firm that is dedicated to providing a range of comprehensive accounting services.Scripps Wealth Management and their predecessor firms have been serving clients in San Diego and the surrounding areas since 1975; we want our clients to get the most out of their money when they visit us for business accounting, retirement planning, and wealth management services. |
|
| SCS Financial |
Antony |
Abbiati |
Managing Director |
(617) 204-6400 |
WM |
tabbiati@scsfinancial.com |
ir@scsfinancial.com |
888 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/tony-abbiati-7113264/ |
|
2.002 |
$16.6 billion |
|
https://www.linkedin.com/company/scs-financial/ |
https://www.scsfinancial.com/ |
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $22 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. |
|
| SCS Financial |
Brian |
Brandt |
Senior Client Investment Advisor, Managing Director |
(617) 204-6400 |
WM |
bbrandt@scsfinancial.com |
ir@scsfinancial.com |
888 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/brian-brandt-b178b31b/ |
|
2.002 |
$16.6 billion |
|
https://www.linkedin.com/company/scs-financial/ |
https://www.scsfinancial.com/ |
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $22 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. |
|
| SCS Financial |
Alice |
Burley |
Senior Client Investment Advisor, Director |
(617) 204-6400 |
WM |
aburley@scsfinancial.com |
ir@scsfinancial.com |
888 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/alice-burley-91775613 |
|
2.002 |
$16.6 billion |
|
https://www.linkedin.com/company/scs-financial/ |
https://www.scsfinancial.com/ |
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $22 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. |
|
| SCS Financial |
Steve |
Goff |
Director of Operations |
(617) 204-6400 |
WM |
sgoff@scsfinancial.com |
ir@scsfinancial.com |
888 Boylston Street |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/steve-goff-b8286a5/ |
|
2.002 |
$16.6 billion |
|
https://www.linkedin.com/company/scs-financial/ |
https://www.scsfinancial.com/ |
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $22 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. |
|
| SD Mayer & Associates, LLP |
Elias |
Tarabay |
Partner, Audit & Assurance Services |
(415) 691-4037 |
WM |
etarabay@sdmayer.com |
info@sdmayer.com |
235 Montgomery St 30th Floor |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/elias-tarabay-5a01265a/ |
|
2.012 |
|
|
https://www.linkedin.com/company/sdmayerllp |
https://www.sdmayer.com/ |
SD Mayer & Associates is a fast-growing, full-service, community-minded technology, accounting, advisory and wealth management firm. We can also help clients plan for their future through our retirement and wealth management services. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies. |
|
| Seacoast Asset Management Inc |
Mark |
Sullivan |
Owner / President |
(603) 766-1955 |
WM |
msullivan@seacoastassetmgt.com |
info@SeacoastAssetMgt.com |
One New Hampshire Avenue, Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/mark-sullivan-8bb90516/ |
|
2.006 |
|
|
|
http://www.seacoastassetmgt.com/ |
People are living longer and saving less. At the same time, uncertain market returns, unknown life expenses, and vanishing pension benefits remain facts of life. Now more than ever, investors need experienced, objective advice delivered in frequent intervals. Seacoast Asset Management believes the best plans are developed by working with a team of professionals collaborating to serve the client’s best interests. In the ideal situation, the team should consist of a qualified estate planning attorney, a CPA, and a CEP who is an experienced wealth advisor and can manage assets in a fiduciary capacity as an Investment Adviser Representative. |
|
| SeaCrest Wealth Management |
Rajesh |
Gupta |
Managing Partner |
(914) 502-1905 |
WM |
RGupta@SeaCrestIM.com |
|
3000 Westchester Avenue, Suite 206 |
Purchase |
NY |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/rajesh-k-gupta-9553057/ |
|
2.008 |
|
|
https://www.linkedin.com/company/seacrest-wealth-management/ |
http://www.seacrestwm.com/ |
At SeaCrest, we understand the unique challenges in managing wealth. We are a trusted partner for individualsLighthouse - Landing Site and institutions, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of each client relationship: from accumulation and growth through preservation and distribution. We take an objective and proactive approach that reflects the nuances and complexities of each situation. |
|
| SeaCrest Wealth Management |
Edward |
Sullivan |
Founding Partner & President |
(914) 502-1920 |
WM |
esullivan@seacrestwm.com |
|
3000 Westchester Avenue, Suite 206 |
Purchase |
NY |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/edward-m-sullivan-9b3b4312/ |
|
2.008 |
|
|
https://www.linkedin.com/company/seacrest-wealth-management/ |
http://www.seacrestwm.com/ |
At SeaCrest, we understand the unique challenges in managing wealth. We are a trusted partner for individualsLighthouse - Landing Site and institutions, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of each client relationship: from accumulation and growth through preservation and distribution. We take an objective and proactive approach that reflects the nuances and complexities of each situation. |
|
| SeaCrest Wealth Management |
Ronald |
Lenihan |
Managing Partner |
(914) 502-1905, (203) 561-2867 |
WM |
rlenihan@seacrestwm.com |
|
100 West Big Beaver Road, Suite 200 |
Troy |
MI |
48084 |
United States of America |
North America |
https://www.linkedin.com/in/ron-lenihan-b261115/ |
|
2.008 |
|
|
https://www.linkedin.com/company/seacrest-wealth-management/ |
http://www.seacrestwm.com/ |
At SeaCrest, we understand the unique challenges in managing wealth. We are a trusted partner for individualsLighthouse - Landing Site and institutions, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of each client relationship: from accumulation and growth through preservation and distribution. We take an objective and proactive approach that reflects the nuances and complexities of each situation. |
|
| SeaCrest Wealth Management |
Amy |
McLandress |
Wealth Advisor |
Mobile: (248) 207-4733, Direct: (248) 524-0394 |
WM |
AMcLandress@SeaCrestWM.com |
|
100 West Big Beaver Road, Suite 200 |
Troy |
MI |
48084 |
United States of America |
North America |
https://www.linkedin.com/in/amy-mclandress-cima-55bb129/ |
|
2.008 |
|
|
https://www.linkedin.com/company/seacrest-wealth-management/ |
http://www.seacrestwm.com/ |
At SeaCrest, we understand the unique challenges in managing wealth. We are a trusted partner for individualsLighthouse - Landing Site and institutions, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of each client relationship: from accumulation and growth through preservation and distribution. We take an objective and proactive approach that reflects the nuances and complexities of each situation. |
|
| Seamans Wealth Management |
Robert |
Seamans |
Managing Principal |
(480) 258-6107 |
WM |
rseamans@wfafinet.com |
|
6991 E Camelback Rd # D200 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/robert-c-seamans-iii-122b509/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/rob-seamans/about.htm |
Seamans Wealth Management, associated with Wells Fargo Advisors Financial Network LLC, is an independent investment consulting and planning practice. Managing Principal, Rob Seamans started the company in 2006 to give clients a more personal, client-friendly alternative to the traditional brokerage experience, while at the same time being associated with a large, long standing financial institution. Seamans Wealth Management provides a family atmosphere in which we are able to truly place the interests of our clients first. |
|
| Seamans Wealth Management |
Lisa |
Preston |
Operations Manager |
(480) 258-6106 |
WM |
lpreston@wfafinet.com |
|
6991 E Camelback Rd # D200 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-preston-8921a31a/ |
|
|
|
|
|
https://fa.wellsfargoadvisors.com/rob-seamans/about.htm |
Seamans Wealth Management, associated with Wells Fargo Advisors Financial Network LLC, is an independent investment consulting and planning practice. Managing Principal, Rob Seamans started the company in 2006 to give clients a more personal, client-friendly alternative to the traditional brokerage experience, while at the same time being associated with a large, long standing financial institution. Seamans Wealth Management provides a family atmosphere in which we are able to truly place the interests of our clients first. |
|
| Seamark Asset Management |
Bob |
McKim |
CEO |
(902) 423-9367 |
WM |
rmckim@seamark.ca |
aslawter@seamark.ca |
400-1718 Argyle Street |
Halifax |
NS |
B3J 3N6 |
Canada |
North America |
https://www.linkedin.com/in/robert-mckim-cfa-b639736b/ |
|
1.982 |
|
|
https://www.linkedin.com/company/seamark-asset-management/ |
https://www.seamark.ca/ |
SEAMARK Asset Management Ltd. provides investment management services with a focus on preserving and enhancing clients' assets over the long-term. |
|
| Seamark Asset Management |
Donald |
Wishart |
President |
(902) 423-4741 |
WM |
dwishart@seamark.ca |
aslawter@seamark.ca |
400-1718 Argyle Street |
Halifax |
NS |
B3J 3N6 |
Canada |
North America |
https://www.linkedin.com/in/don-wishart-02427517/ |
|
1.982 |
|
|
https://www.linkedin.com/company/seamark-asset-management/ |
https://www.seamark.ca/ |
SEAMARK Asset Management Ltd. provides investment management services with a focus on preserving and enhancing clients' assets over the long-term. |
|
| Seascape Capital Management |
Monica |
McCarthy |
CEO |
(603) 964-4480 |
WM |
mmccarthy@seascape-capital.com |
info@seascape-capital.com |
99 Bow Street, Suite 300 East |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.003 |
|
|
https://www.linkedin.com/company/seascape-capital-management-llc/?originalSubdomain=sv |
https://www.seascape-capital.com/ |
Seascape Capital Management is an independent, boutique wealth management firm committed to helping high net worth individuals, families, and businesses achieve their financial objectives. The firm delivers disciplined, proven, and highly customized financial planning and asset management strategies to clients, empowering them to focus on their professional and personal goals. |
|
| Seascape Capital Management |
Andrew |
Litzerman |
Senior Wealth Strategist |
(603) 964-4480 |
WM |
alitzerman@seascape-capital.com |
info@seascape-capital.com |
99 Bow Street, Suite 300 East |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/chrissy-mason-ctfa-cfp®-76505438/ |
|
2.003 |
|
|
https://www.linkedin.com/company/seascape-capital-management-llc/?originalSubdomain=sv |
https://www.seascape-capital.com/ |
Seascape Capital Management is an independent, boutique wealth management firm committed to helping high net worth individuals, families, and businesses achieve their financial objectives. The firm delivers disciplined, proven, and highly customized financial planning and asset management strategies to clients, empowering them to focus on their professional and personal goals. |
|
| Seascape Capital Management |
Christian (Chrissy) |
Mason |
Investment Services Manager |
(603) 964-4480 |
WM |
cmason@seascape-capital.com |
info@seascape-capital.com |
99 Bow Street, Suite 300 East |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/suzanne-johnson-4ba4584/ |
|
2.003 |
|
|
https://www.linkedin.com/company/seascape-capital-management-llc/?originalSubdomain=sv |
https://www.seascape-capital.com/ |
Seascape Capital Management is an independent, boutique wealth management firm committed to helping high net worth individuals, families, and businesses achieve their financial objectives. The firm delivers disciplined, proven, and highly customized financial planning and asset management strategies to clients, empowering them to focus on their professional and personal goals. |
|
| Seascape Capital Management |
Suzanne |
Johnson |
Chief Investment Officer |
(603) 964-4480 |
WM |
sjohnson@seascape-capital.com |
info@seascape-capital.com |
99 Bow Street, Suite 300 East |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-litzerman-60734b59/ |
|
2.003 |
|
|
https://www.linkedin.com/company/seascape-capital-management-llc/?originalSubdomain=sv |
https://www.seascape-capital.com/ |
Seascape Capital Management is an independent, boutique wealth management firm committed to helping high net worth individuals, families, and businesses achieve their financial objectives. The firm delivers disciplined, proven, and highly customized financial planning and asset management strategies to clients, empowering them to focus on their professional and personal goals. |
|
| Seaview Wealth Management |
Debra |
Fournier |
Founder |
(732) 800-8400 |
WM |
debra.fournier@lpl.com |
|
2006 Highway 71, Suite 1 |
Spring Lake |
NJ |
07762 |
United States of America |
North America |
https://www.linkedin.com/in/debrafournierfinancialplanner/ |
|
|
|
|
|
http://www.seaviewwealth.com/ |
Welcome to Seaview Wealth Management, a full-service wealth management firm located in Spring Lake, New Jersey. We are dedicated to providing experienced guidance on all aspects of wealth management. As your personal financial advocate, we are committed to helping you discover suitable, realistic opportunities as you pursue your financial goals--and to providing clear, objective financial guidance to help you stay on course toward your vision of the future. |
|
| Sebold Capital Management, Inc. |
Sean |
Sebold |
President |
(630) 548-9700 |
WM |
sts@seboldcapital.com |
info@seboldcapital.com |
400 East Diehl Road, Suite 100 |
Naperville |
IL |
60563 |
United States of America |
North America |
https://www.linkedin.com/in/seansebold/ |
|
1.998 |
$128M |
|
https://www.linkedin.com/company/sebold-capital-management/?trk=top_nav_home |
http://www.seboldcapital.com/ |
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates value for high net-worth clients. We commit to putting your needs first, providing service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry. |
|
| SecondHalf Coach Wealth Management |
William |
Urbanik |
Wealth Planner & Managing Partner |
(724) 537-2799 |
WM |
bill@shcwealthmanagement.com |
info@shcwealthmanagement.com |
2519 Ligonier Street, P.O. Box 421 |
Latrobe |
PA |
15650 |
United States of America |
North America |
https://www.linkedin.com/in/william-j-urbanik-963850159/ |
|
1.985 |
$400M |
|
https://www.linkedin.com/in/secondhalfcoach/ |
https://www.shcwealthmanagement.com/ |
SecondHalf Coach Wealth Management is a comprehensive financial services firm specializing in fee-based asset management and financial planning. Our firm proudly embodies a team oriented approach effectively engaging the talents and expertise of each team member and together, we strive to foster long-term relationships founded on trust.
In addition to our wealth management services, we provide timely and relevant communications on the economy, financial markets, tax law changes and other issues that are important to investors of all ages. In an effort to further educate our clients, we host numerous seminars and workshops throughout the year and client appreciation events to thank our clients for their continued loyalty and business.
Our primary goal is to be considered a positive and empowering influence and to serve our clients as a trusted coach at their side throughout the many stages of their lives. |
|
| SecondHalf Coach Wealth Management |
Anthony |
Slezak |
Wealth Planner & Managing Partner |
(724) 537-2799 |
WM |
tony@shcwealthmanagement.com |
info@shcwealthmanagement.com |
2519 Ligonier Street, P.O. Box 421 |
Latrobe |
PA |
15650 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-slezak-82b037134/ |
|
1.985 |
$400M |
|
https://www.linkedin.com/in/secondhalfcoach/ |
https://www.shcwealthmanagement.com/ |
SecondHalf Coach Wealth Management is a comprehensive financial services firm specializing in fee-based asset management and financial planning. Our firm proudly embodies a team oriented approach effectively engaging the talents and expertise of each team member and together, we strive to foster long-term relationships founded on trust.
In addition to our wealth management services, we provide timely and relevant communications on the economy, financial markets, tax law changes and other issues that are important to investors of all ages. In an effort to further educate our clients, we host numerous seminars and workshops throughout the year and client appreciation events to thank our clients for their continued loyalty and business.
Our primary goal is to be considered a positive and empowering influence and to serve our clients as a trusted coach at their side throughout the many stages of their lives. |
|
| SecondHalf Coach Wealth Management |
Jessica |
Marazza |
Wealth Planner & Managing Partner |
(724) 537-2799 |
WM |
jessm@shcwealthmanagement.com |
info@shcwealthmanagement.com |
2519 Ligonier Street, P.O. Box 421 |
Latrobe |
PA |
15650 |
United States of America |
North America |
|
|
1.985 |
$400M |
|
https://www.linkedin.com/in/secondhalfcoach/ |
https://www.shcwealthmanagement.com/ |
SecondHalf Coach Wealth Management is a comprehensive financial services firm specializing in fee-based asset management and financial planning. Our firm proudly embodies a team oriented approach effectively engaging the talents and expertise of each team member and together, we strive to foster long-term relationships founded on trust.
In addition to our wealth management services, we provide timely and relevant communications on the economy, financial markets, tax law changes and other issues that are important to investors of all ages. In an effort to further educate our clients, we host numerous seminars and workshops throughout the year and client appreciation events to thank our clients for their continued loyalty and business.
Our primary goal is to be considered a positive and empowering influence and to serve our clients as a trusted coach at their side throughout the many stages of their lives. |
|
| SecondHalf Coach Wealth Management |
Bryan |
Kisiel |
Strategic Partner |
(724) 626-2926 |
WM |
bryan@kaacpa.com |
info@shcwealthmanagement.com |
2519 Ligonier Street, P.O. Box 421 |
Latrobe |
PA |
15650 |
United States of America |
North America |
|
|
1.985 |
$400M |
|
https://www.linkedin.com/in/secondhalfcoach/ |
https://www.shcwealthmanagement.com/ |
SecondHalf Coach Wealth Management is a comprehensive financial services firm specializing in fee-based asset management and financial planning. Our firm proudly embodies a team oriented approach effectively engaging the talents and expertise of each team member and together, we strive to foster long-term relationships founded on trust.
In addition to our wealth management services, we provide timely and relevant communications on the economy, financial markets, tax law changes and other issues that are important to investors of all ages. In an effort to further educate our clients, we host numerous seminars and workshops throughout the year and client appreciation events to thank our clients for their continued loyalty and business.
Our primary goal is to be considered a positive and empowering influence and to serve our clients as a trusted coach at their side throughout the many stages of their lives. |
|
| Secure Wealth Management |
James |
Dougall |
Managing Director |
41 227 553 383 |
WM |
james.dougall@securewm.com |
etfspecialists@securewm.com |
25 avenue Adrien Lachenal, Versoix |
Geneva |
|
1290 |
Switzerland |
Europe |
https://ch.linkedin.com/in/jamesdougall |
|
2.009 |
$111M |
|
https://www.linkedin.com/company/secure-wealth-management/ |
https://securewm.com/ |
SWM is the specialists in low-cost, diversified portfolios made up of ETFs. We are in our seventh year of successfully running our ETF portfolios. We aim to be a premier provider globally in the provision of managed ETF portfolios. SWM provides actively-managed ETF portfolio solutions to Independent Financial Advisers (IFAs), Independent Asset Managers (IAMs), financial planners and family offices. Coming from a wealth advisory background, we are here to partner with you and to allow you to outsource some of the investment management function. This will free up your time to grow your business and gather assets, without having to worry about the investment markets. SWM works with BlackRock, the world’s largest asset manager, in our ETF portfolio construction. We make extensive use of their research in our asset selection and risk management processes. |
|
| Segall Bryant & Hamill |
Ralph |
Segall |
Chief Investment Officer, Principal |
(312) 474-1222 |
WM |
rsegall@sbhic.com |
careers@sbhic.com |
540 West Madison Street Suite 1900 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/ralph-segall-1529563/ |
|
1.994 |
$9,468,095,251 |
|
https://www.linkedin.com/company/segall-bryant-&-hamill/ |
https://www.sbhic.com/ |
Segall Bryant & Hamill (SBH) is a registered investment advisor established in 1994. SBH provides professional portfolio management of domestic and international equity, fixed income and balanced portfolios, as well as alternative investments to foundations, endowments, corporations, public funds, multi-employer plans and private clients. |
|
| Segall Bryant & Hamill |
John |
Lafferty Jr |
Senior Portfolio Manager, Principal |
(312) 474-1222 |
WM |
jlafferty@sbhic.com |
careers@sbhic.com |
540 West Madison Street Suite 1900 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/john-lafferty-47b4b26/ |
|
1.994 |
$9,468,095,251 |
|
https://www.linkedin.com/company/segall-bryant-&-hamill/ |
https://www.sbhic.com/ |
Segall Bryant & Hamill (SBH) is a registered investment advisor established in 1994. SBH provides professional portfolio management of domestic and international equity, fixed income and balanced portfolios, as well as alternative investments to foundations, endowments, corporations, public funds, multi-employer plans and private clients. |
|
| Segall Bryant & Hamill |
Philip |
Hildebrandt |
CEO, Principal |
(312) 474-1222 |
WM |
phildebrandt@sbhic.com |
careers@sbhic.com |
540 West Madison Street Suite 1900 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/philip-hildebrandt-2805371/ |
|
1.994 |
$9,468,095,251 |
|
https://www.linkedin.com/company/segall-bryant-&-hamill/ |
https://www.sbhic.com/ |
Segall Bryant & Hamill (SBH) is a registered investment advisor established in 1994. SBH provides professional portfolio management of domestic and international equity, fixed income and balanced portfolios, as well as alternative investments to foundations, endowments, corporations, public funds, multi-employer plans and private clients. |
|
| Segall Bryant & Hamill |
Carolyn |
Goldhaber |
CFO, Principal |
(312) 474-1222 |
WM |
cgoldhaber@sbhic.com |
careers@sbhic.com |
540 West Madison Street Suite 1900 |
Chicago |
IL |
60661 |
United States of America |
North America |
|
|
1.994 |
$9,468,095,251 |
|
https://www.linkedin.com/company/segall-bryant-&-hamill/ |
https://www.sbhic.com/ |
Segall Bryant & Hamill (SBH) is a registered investment advisor established in 1994. SBH provides professional portfolio management of domestic and international equity, fixed income and balanced portfolios, as well as alternative investments to foundations, endowments, corporations, public funds, multi-employer plans and private clients. |
|
| Segetia Wealth Management SA |
Diego |
Dufour |
Partner |
41 228 160 050 |
WM |
ddufour@segetia.com |
info@segetia.com |
23, rue du Rhône |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/diego-dufour-cfa-7b63403/ |
|
2.010 |
$330M |
|
|
https://www.segetia.com/ |
Wealth consolidation, independent advice and discretionary management. Segetia's objective is to provide its clients with attractive positive performance while mitigating risks in all markets conditions. A personal comprehensive reporting is the starting point of an analytical process that helps our clients grasp their global financial situation. It ensures a stable foundation for a tailor-made and sustainable wealth management relationship. Segetia’s portfolios are constructed following a consistent investment approach where limiting the downside comes before performance and where the team has made it a point of honor to challenge conventional views in order to implement contrarian positions. |
|
| SEIA |
Brian |
Holmes |
President, CEO |
(310) 712-2326 |
WM |
bholmes@seia.com |
|
2121 Avenue of the Stars Suite 1600 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/brian-holmes-ab75155/ |
|
1.997 |
$3,605 million |
|
https://www.linkedin.com/company/signature-estate-&-investment-advisors-llc/ |
http://www.seia.com |
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. |
|
| SEIA |
Gary |
Liska |
Founding Partner, CFO |
(800) 723-5115 |
WM |
gliska@seia.com |
|
2121 Avenue of the Stars Suite 1600 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/gary-liska-ms-cfp®-aif-crpc-aams-7280a49/ |
|
1.997 |
$3,605 million |
|
https://www.linkedin.com/company/signature-estate-&-investment-advisors-llc/ |
http://www.seia.com |
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. |
|
| SEIA |
Mark |
Copeland |
Senior Partner |
(800) 472-1066 |
WM |
mcopeland@seia.com |
|
2121 Avenue of the Stars Suite 1600 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/mark-copeland-cfp/ |
|
1.997 |
$3,605 million |
|
https://www.linkedin.com/company/signature-estate-&-investment-advisors-llc/ |
http://www.seia.com |
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. |
|
| SEIA |
Paul |
Taghibagi |
Senior Partner |
(800) 723-5115 |
WM |
pt@seia.com |
|
2121 Avenue of the Stars Suite 1600 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/paul-taghibagi-cfp-aif-3970219/ |
|
1.997 |
$3,605 million |
|
https://www.linkedin.com/company/signature-estate-&-investment-advisors-llc/ |
http://www.seia.com |
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. |
|
| SEIA |
Vince |
DiLeva |
Senior Partner |
(310) 712-2320 |
WM |
vdileva@seia.com |
|
2121 Avenue of the Stars Suite 1600 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/vincedileva/ |
|
1.997 |
$3,605 million |
|
https://www.linkedin.com/company/signature-estate-&-investment-advisors-llc/ |
http://www.seia.com |
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. |
|
| Select Investors |
Miles |
Gooseman |
Principal |
65 8113 0494 |
WM |
miles.gooseman@sjpp.asia |
select.investors@sjpp.asia |
#15-61, One Raffles Place (Tower 2) |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/miles-gooseman/ |
|
2.018 |
|
|
https://www.linkedin.com/company/select-investors-partners-in-managing-your-wealth/ |
https://www.selectinvestors.sg/ |
Select Investors is a Partner Practice of St. James's Place Wealth Management which specialises in providing first-class holistic tax, wealth and succession advice, tailored for British, Australian, Singaporean and Hong Kong clients. We aim to be the most respected and trusted Wealth Management Practice in Singapore and Hong Kong, engaging, inspiring and delighting our clients. Our approach is focused upon delivering what you need and helping you make informed financial decisions to achieve your goals through personal tax-efficient financial advice. |
|
| Select Investors |
Colin |
Clark |
Senior Private Wealth Manager |
65 6390 4717 |
WM |
colin.clark@sjpp.asia |
select.investors@sjpp.asia |
#15-61, One Raffles Place (Tower 2) |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/colin-clark-37042033/ |
|
2.018 |
|
|
https://www.linkedin.com/company/select-investors-partners-in-managing-your-wealth/ |
https://www.selectinvestors.sg/ |
Select Investors is a Partner Practice of St. James's Place Wealth Management which specialises in providing first-class holistic tax, wealth and succession advice, tailored for British, Australian, Singaporean and Hong Kong clients. We aim to be the most respected and trusted Wealth Management Practice in Singapore and Hong Kong, engaging, inspiring and delighting our clients. Our approach is focused upon delivering what you need and helping you make informed financial decisions to achieve your goals through personal tax-efficient financial advice. |
|
| Selvi & Cie SA. |
Laurent |
Selvi |
Administrateur Délégué |
41 223 188 800 |
WM |
laurent@selvi.ch |
info@selvi.ch |
Rue du Grütli 4 |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/laurent-selvi-54708937/ |
|
|
$350M |
|
|
http://www.selvi.ch/ |
Selvi & Cie SA is a swiss company founded in 1970 and specialised since 1982 in wealth management, investment advisory, securities and currency trading as well as custodial services on behalf of its clients |
|
| Selway Asset Management |
Mark |
Matsko |
President & Chief Executive Officer |
(208) 343-7556 |
WM |
mark@selwayinvest.com |
|
877 W. Main Street, Suite 602 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
$255M |
|
|
http://selwayinvest.com/ |
Selway Asset Management is the first Registered Investment Advisor in Idaho. We changed our name from Burroughs Hutchinson in 2013, but our team and exceptional client service remains the same. Since the day we opened our doors in 1967, Selway has been successfully building, growing, and preserving wealth for our clients. As the decades have gone by, our original leaders have transitioned out of the firm, but our dedication to the mission they began is unwavering. The seasoned investment team at Selway has a variety of backgrounds and training. The combination of our deep experience and constant innovation gives our clients the best opportunity for success. |
|
| Selway Asset Management |
Scott |
Brassey |
Vice President & Portfolio Manager |
(208) 343-7556 |
WM |
scott@selwayinvest.com |
|
877 W. Main Street, Suite 602 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
$255M |
|
|
http://selwayinvest.com/ |
Selway Asset Management is the first Registered Investment Advisor in Idaho. We changed our name from Burroughs Hutchinson in 2013, but our team and exceptional client service remains the same. Since the day we opened our doors in 1967, Selway has been successfully building, growing, and preserving wealth for our clients. As the decades have gone by, our original leaders have transitioned out of the firm, but our dedication to the mission they began is unwavering. The seasoned investment team at Selway has a variety of backgrounds and training. The combination of our deep experience and constant innovation gives our clients the best opportunity for success. |
|
| Semmax Financial Advisors |
Jonathan |
Short |
Director of Operations |
(336) 85-0080 |
WM |
jon@semmax.com |
info@semmax.com |
1447 Trademart Blvd |
Winstom Salem |
NC |
27127 |
United States of America |
North America |
|
|
|
|
|
|
http://semmax.com |
Semmax Financial Group, Inc. is a full service wealth management and retirement planning firm with offices located in Greensboro and Winston-Salem, North Carolina. The company was founded in 2003 with a commitment to serving the complex financial needs of retirees and aspiring retirees. |
|
| Semmax Financial Advisors |
Eric |
Mattinson |
Investment Adviser Representative/Corporate Chaplain |
(336) 85-0080 |
WM |
eric@semmax.com |
info@semmax.com |
1447 Trademart Blvd |
Winstom Salem |
NC |
27127 |
United States of America |
North America |
|
|
|
|
|
|
http://semmax.com |
Semmax Financial Group, Inc. is a full service wealth management and retirement planning firm with offices located in Greensboro and Winston-Salem, North Carolina. The company was founded in 2003 with a commitment to serving the complex financial needs of retirees and aspiring retirees. |
|
| Sendero Wealth Management |
Fred |
Middleton |
Chairman Emeritus, Investment Advisor |
(210) 805-0171 |
WM |
fmiddleton@sendero.com |
support@sendero.com |
250 W Nottingham Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
https://www.linkedin.com/in/fred-w-middleton-5589099/ |
|
2.008 |
$852M |
|
https://www.linkedin.com/company/sendero-wealth-management/ |
https://senderowealthmanagement.com/ |
Sendero Wealth Management is a private, boutique wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations. |
|
| Sendero Wealth Management |
Scott |
McMillan |
Chairman, Chief Investment Advisor |
(210) 805-0171 |
WM |
smcmillian@sendero.com |
support@sendero.com |
250 W Nottingham Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
|
|
2.008 |
$852M |
|
https://www.linkedin.com/company/sendero-wealth-management/ |
https://senderowealthmanagement.com/ |
Sendero Wealth Management is a private, boutique wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations. |
|
| Sendero Wealth Management |
Elizabeth |
Flavin Crawford |
CEO, Investment Advisor |
(210) 805-0171 |
WM |
ecrawford@sendero.com |
support@sendero.com |
250 W Nottingham Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-crawford-b76b5212/ |
|
2.008 |
$852M |
|
https://www.linkedin.com/company/sendero-wealth-management/ |
https://senderowealthmanagement.com/ |
Sendero Wealth Management is a private, boutique wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations. |
|
| Sendero Wealth Management |
Edward |
Hart |
President, Investment Advisor |
(210) 805-0171 |
WM |
ehart@sendero.com |
support@sendero.com |
250 W Nottingham Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
https://www.linkedin.com/in/edward-a-hart/ |
|
2.008 |
$852M |
|
https://www.linkedin.com/company/sendero-wealth-management/ |
https://senderowealthmanagement.com/ |
Sendero Wealth Management is a private, boutique wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations. |
|
| Sensible Money, LLC |
Dana |
Anspach |
Founder and CEO |
(480) 719-7290 |
WM |
dana@sensiblemoney.com |
info@sensiblemoney.com |
4200 N Marshall Way, Suite 2 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/danaanspach/ |
|
2.011 |
|
|
https://www.linkedin.com/company/sensible-money-llc/ |
https://www.sensiblemoney.com/ |
Sensible Money is a fee-only wealth management firm that brings calm, clarity, and comfort to retirement planning with straight forward, step-by-step advice from independent advisors. The planning process is designed to look at all the retirement risks you face, such as longevity, inflation, over-spending, and sequence risk. These concepts and available decisions are then explained in language you can understand. Once a holistic income plan is in place, an investment plan is created that aligns to your income or accumulation goals. |
|
| Sentinel Wealth Management, Inc. |
Mark |
Joseph |
President |
(703) 787-5770 |
WM |
mjoseph@sentinelwealth.com |
|
11710 Plaza America Drive, Suite 130 |
Reston |
VA |
20190 |
United States of America |
North America |
https://www.linkedin.com/in/markjosephcfp/ |
|
2.002 |
$178M |
|
https://www.linkedin.com/company/sentinelwealthmanagement |
http://www.sentinelwealth.com/ |
Sentinel Wealth Management’s singular focus is on helping our clients expertly grow, steward, and protect their personal wealth to help them realize their goals and dreams. We strive to help our clients clearly define their long-term goals as the foundation for the careful, comprehensive counsel we provide to help them achieve them. Because planning for our clients’ financial lives is generally complex, we have assembled a team that is both highly experienced and credentialed. |
|
| SentinelWealth Management Pty Ltd |
Justin |
Hooper |
Managing Director |
61 2 8908 5300 |
WM |
justinh@sentinelwealth.com.au |
info@sentinelwealth.com.au |
Level 24, 56 Pitt Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/justinhooper1/ |
|
2.005 |
$179M |
|
https://www.linkedin.com/company/sentinelwealth/ |
https://sentinelwealth.com.au/ |
SentinelWealth is the culmination of many years of life and financial experience. The founders have many years of experience dealing with clients through a number of extreme market conditions and under both small privately owned firms and large institutions.
Financial planning and investing is ultimately about producing the cash flow required at the time it is required. We calculate the required return and risk to achieve this objective and create strategies to do so whilst taking the least possible risk. There is no logic to taking more risk than needed. Our process is designed to first uncover our clients conscious areas of financial distraction, then the areas which aren’t obvious, scope the work/services which will resolve them and after approval, go ahead and solve them. Within a short time these concerns are resolved. |
|
| Sentry Advisors |
Alex |
Flagg |
Principal |
(415) 229-9071 |
WM |
alex@sentryadv.com |
info@sentryadv.com |
100 Pine Street, Suite 2700 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/alexanderflagg/ |
|
|
|
|
|
http://sentryadv.com/ |
Sentry Advisors is a registered investment adviser (RIA) committed to providing the highest level of financial advice for our clients. We strive to develop a thoughtful understanding of our clients’ needs and risk tolerance by applying our experience and expertise to each relationship. By partnering with companies that are committed to excellence in research and technology, we deliver a unique solution to each of our clients: objectively, transparently and confidentially. |
|
| SEQUOIA Asset Management SA |
Louis |
Soots |
Portfolio Manager |
41 223 193 333 |
WM |
info@sequoia-ge.com |
info@sequoia-ge.com |
Rue de Jargonnant 2 |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/louis-soots-98541419/ |
|
2.000 |
$1B |
|
|
https://sequoia.ch/ |
SEQUOIA aims to bring together fund and wealth managers in order to become one of the leading investment advisory groups of its generation. For more than 20 years, SEQUOIA has been meeting the needs of demanding customers such as Swiss and foreign entrepreneurs, investment advisors and Family Offices. SEQUOIA accompanies them in the management of their wealth or that of their customers. SEQUOIA not only offers a wide range of external products and services, thanks to its open architecture positioning, but also customized investment solutions structured in compliance with regulatory constraints and customer requirements. |
|
| Sequoia Financial Group |
Michael |
Baker |
Senior Manager, Wealth Planning |
(330) 255-4326 |
WM |
mbaker@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/michaelbakerfp/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Financial Group |
Heather |
Welsh |
VP, Wealth Planning |
(330) 255-2124 |
WM |
hwelsh@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/heather-welsh/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Financial Group |
Jared |
Cox |
Senior Associate, Wealth Planning |
(330) 374-1040 |
WM |
jcox@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/jared-cox-cfp®-67889570/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Financial Group |
Michael |
Cymbal |
Manager, Wealth Planning |
(330) 255-2125 |
WM |
jcox@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/michael-cymbal-8a774015b/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Financial Group |
William |
Gandert |
Manager, Wealth Planning |
(234) 466-1414 |
WM |
wgandert@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/william-gandert-30911119a/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Financial Group |
Don |
Laubacher |
Senior Vice President, Family Wealth |
(330) 255-2130 |
WM |
dlaubacher@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/don-laubacher-2607131/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Financial Group |
Russell |
Moenich |
Chief Investment Officer |
(330) 255-4330 |
WM |
rmoenich@sequoia-financial.com |
info@sequoia-financial.com |
3500 Embassy Pkwy., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/russellmoenich/ |
|
1.991 |
|
|
https://www.linkedin.com/company/sequoia-financial-group/ |
https://www.sequoia-financial.com/ |
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. |
|
| Sequoia Wealth Advisors |
Kristina |
Kuprina |
CEO |
(408) 645-2500 |
WM |
kkuprina@sequoiawa.com |
kaitlin@sequoiawa.com |
99 Almaden Blvd. | Suite 925 |
San Jose |
CA |
95113 |
United States of America |
North America |
https://www.linkedin.com/in/kristinakuprinasequoia/ |
|
|
|
|
|
http://www.sequoiawa.com |
Sequoia Wealth Advisors & Investment Management Inc. is a private Wealth Management, Financial Planning and Investment Management firm, whose goal is to provide individuals, families, businesses, and tax-exempt organizations the most innovative strategies, disciplined investment methodology and the best client experience within the financial services industry. We are seen by our clients as their valued advisors and their primary source for information and advice. More importantly, we care deeply about our clients, not only about their financial life but also their challenges, successes, health and well being. |
|
| Seros Financial, LLC |
Bill |
Kelso |
Financial Advisor / Retirement Planner |
(480) 967-1155 |
WM |
bill@teamseros.com |
support@teamseros.com |
2141 East Broadway Road, Suite 220 |
Tempe |
AZ |
85282 |
United States of America |
North America |
https://www.linkedin.com/in/wilsonkelso/ |
|
2.011 |
|
|
https://www.linkedin.com/company/seros-financial-llc/ |
https://www.serosfinancial.com/ |
Seros is an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. One of our primary goals is to develop a long-term, trusting relationship with you. Your agenda is our agenda. |
|
| Seros Financial, LLC |
Jeremy |
Smith |
Owner and Advisor |
(480) 967-1155 |
WM |
jeremy@teamseros.com |
support@teamseros.com |
2141 East Broadway Road, Suite 220 |
Tempe |
AZ |
85282 |
United States of America |
North America |
https://www.linkedin.com/in/jeremywsmith/ |
|
2.011 |
|
|
https://www.linkedin.com/company/seros-financial-llc/ |
https://www.serosfinancial.com/ |
Seros is an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. One of our primary goals is to develop a long-term, trusting relationship with you. Your agenda is our agenda. |
|
| Seros Financial, LLC |
Jill |
Baumes |
Advisor |
(480) 967-1155 |
WM |
jill@teamseros.com |
support@teamseros.com |
2141 East Broadway Road, Suite 220 |
Tempe |
AZ |
85282 |
United States of America |
North America |
https://www.linkedin.com/in/jill-baumes-a4b17111/ |
|
2.011 |
|
|
https://www.linkedin.com/company/seros-financial-llc/ |
https://www.serosfinancial.com/ |
Seros is an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. One of our primary goals is to develop a long-term, trusting relationship with you. Your agenda is our agenda. |
|
| Seros Financial, LLC |
Collin |
Bryce |
Registered Investment Advisor |
(480) 967-1155 |
WM |
jeremy@teamseros.com |
support@teamseros.com |
2141 East Broadway Road, Suite 220 |
Tempe |
AZ |
85282 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/seros-financial-llc/ |
https://www.serosfinancial.com/ |
Seros is an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. One of our primary goals is to develop a long-term, trusting relationship with you. Your agenda is our agenda. |
|
| Seros Financial, LLC |
Sherod |
Bigelow |
Registered Principal / CCO |
(480) 967-1155 |
WM |
sherod@teamseros.com |
support@teamseros.com |
2141 East Broadway Road, Suite 220 |
Tempe |
AZ |
85282 |
United States of America |
North America |
https://www.linkedin.com/in/sherodbigelow/ |
|
2.011 |
|
|
https://www.linkedin.com/company/seros-financial-llc/ |
https://www.serosfinancial.com/ |
Seros is an independent firm, we are committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. One of our primary goals is to develop a long-term, trusting relationship with you. Your agenda is our agenda. |
|
| Seven Post Investment Office, LP |
Ali |
Bastani |
Managing Director |
(415) 341-9300 |
WM |
ali.bastani@sevenpost.com |
|
One Montgomery Street, Suite 3150 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/alibastani/ |
|
1.999 |
$5.2B |
|
https://www.linkedin.com/company/seven-post-investment-office-lp/ |
https://www.sevenpost.com/ |
Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making.
Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. |
|
| Seven Post Investment Office, LP |
Bruce |
Bligh |
Managing Director |
(415) 341-9300 |
WM |
bruce.bligh@sevenpost.com |
|
One Montgomery Street, Suite 3150 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-bligh-7911052/ |
|
1.999 |
$5.2B |
|
https://www.linkedin.com/company/seven-post-investment-office-lp/ |
https://www.sevenpost.com/ |
Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making.
Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. |
|
| Seven Post Investment Office, LP |
Charlie |
Wyman |
Principal |
(415) 341-9300 |
WM |
charlie.wyman@sevenpost.com |
|
One Montgomery Street, Suite 3150 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/charliewyman/ |
|
1.999 |
$5.2B |
|
https://www.linkedin.com/company/seven-post-investment-office-lp/ |
https://www.sevenpost.com/ |
Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making.
Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. |
|
| Seyle Hickey Wealth Management of Raymond James |
Rusty |
Seyle |
Managing Director & Sr. Vice President, Investments |
(484) 954-3655 |
WM |
Rusty.Seyle@RaymondJames.com |
|
3773 Corporate Pkwy, Suite 180 |
Center Valley |
PA |
18034 |
United States of America |
North America |
https://www.linkedin.com/in/rusty-seyle-52700a1/ |
|
|
|
|
|
https://www.raymondjames.com/seylehickey |
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Seyle Hickey's access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives. |
|
| Seyle Hickey Wealth Management of Raymond James |
Timothy |
Hickey |
Managing Director & Sr. Vice President, Investments |
(484) 954-3656 |
WM |
Timothy.Hickey@RaymondJames.com |
|
3773 Corporate Pkwy, Suite 180 |
Center Valley |
PA |
18034 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-hickey-a8bb6868/ |
|
|
|
|
|
https://www.raymondjames.com/seylehickey |
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Seyle Hickey's access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives. |
|
| Seyle Hickey Wealth Management of Raymond James |
Kristin |
DeLong |
Investment Portfolio Associate |
(484) 954-3657 |
WM |
Kristin.DeLong@RaymondJames.com |
|
3773 Corporate Pkwy, Suite 180 |
Center Valley |
PA |
18034 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-delong-9104471a7/ |
|
|
|
|
|
https://www.raymondjames.com/seylehickey |
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Seyle Hickey's access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives. |
|
| Seyle Hickey Wealth Management of Raymond James |
Alison |
Ehret |
Senior Client Relationship Associate |
(484) 954-3658 |
WM |
Alison.Ehret@RaymondJames.com |
|
3773 Corporate Pkwy, Suite 180 |
Center Valley |
PA |
18034 |
United States of America |
North America |
https://www.linkedin.com/in/alison-ehret-960560186/ |
|
|
|
|
|
https://www.raymondjames.com/seylehickey |
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Seyle Hickey's access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives. |
|
| SFMG Wealth Advisors |
Greg |
Morgan |
Managing Director, Founder |
(972) 960-6460 |
WM |
greg@sfmg.com |
|
7800 Dallas Parkway, Suite 350 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/greg-morgan-20bb877/ |
|
1.992 |
$914 million |
|
https://www.linkedin.com/company/sfmg-wealth-advisors/ |
http://sfmg.com |
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. |
|
| SFMG Wealth Advisors |
David |
White |
Managing Director |
(972) 960-6460 |
WM |
david@sfmg.com |
|
7800 Dallas Parkway, Suite 350 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/david-white-b0433927/ |
|
1.992 |
$914 million |
|
https://www.linkedin.com/company/sfmg-wealth-advisors/ |
http://sfmg.com |
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. |
|
| SFMG Wealth Advisors |
Craig |
Greenway |
Managing Director |
(972) 960-6460 |
WM |
craig@sfmg.com |
|
7800 Dallas Parkway, Suite 350 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/craiggreenway/ |
|
1.992 |
$914 million |
|
https://www.linkedin.com/company/sfmg-wealth-advisors/ |
http://sfmg.com |
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. |
|
| SFMG Wealth Advisors |
Kevin |
Margolis |
Managing Director |
(972) 960-6460 |
WM |
kevin@sfmg.com |
|
7800 Dallas Parkway, Suite 350 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-margolis-6917a/ |
|
1.992 |
$914 million |
|
https://www.linkedin.com/company/sfmg-wealth-advisors/ |
http://sfmg.com |
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. |
|
| SFMG Wealth Advisors |
Ryan |
Blair |
Director |
(972) 960-6460 |
WM |
ryan@sfmg.com |
|
7800 Dallas Parkway, Suite 350 |
Plano |
TX |
75024 |
United States of America |
North America |
http://www.linkedin.com/in/ryanjblair/ |
|
1.992 |
$914 million |
|
https://www.linkedin.com/company/sfmg-wealth-advisors/ |
http://sfmg.com |
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 1992, our team offers high-touch, personalized financial planning and wealth management for individuals and families. We approach each client relationship from a planning perspective. We see this as an ongoing, dynamic relationship rather than a one-time event. |
|
| SG Financial Advisors, LLC |
Russell |
Wood |
Chief Investment Strategist |
(404) 459-0027 |
WM |
wood@sgfinancialadvisors.com |
|
333 Sandy Springs Circle, Suite 121 |
Sandy Springs |
GA |
30328 |
United States of America |
North America |
https://www.linkedin.com/in/russwood-/ |
|
|
$255M |
|
|
https://sgfinancial.com/ |
SG Financial offers personalized and objective advice to assist you in developing strategies for wealth accumulation, wealth conservation, and wealth distribution. Because accumulating, conserving and distributing wealth are not done in a vacuum, we coordinate these strategies with clients' other advisors seeking financial peace of mind for each client. We are Registered Investment Advisors licensed by the SEC and serve individuals and families across the United States. |
|
| SG Financial Advisors, LLC |
Sammy |
Grant |
President |
(404) 459-0027 |
WM |
grant@sgfinancialadvisors.com |
|
333 Sandy Springs Circle, Suite 121 |
Sandy Springs |
GA |
30328 |
United States of America |
North America |
https://www.linkedin.com/in/sammy-grant-b33b404/ |
|
|
$255M |
|
|
https://sgfinancial.com/ |
SG Financial offers personalized and objective advice to assist you in developing strategies for wealth accumulation, wealth conservation, and wealth distribution. Because accumulating, conserving and distributing wealth are not done in a vacuum, we coordinate these strategies with clients' other advisors seeking financial peace of mind for each client. We are Registered Investment Advisors licensed by the SEC and serve individuals and families across the United States. |
|
| SG Wealth Management |
Robert |
Szigeti |
President and Managing Partner |
(609)-309-5533 |
WM |
rszigeti@sgwealthmgt.com |
admin@sgwealthmgt.com |
116 Village Boulevard Suite 200 |
Princeton |
NJ |
08540 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/sg-wealth-management-llc/ |
https://www.sgwealthmgt.com/ |
SG Wealth Management, LLC manages relationships with a long-term view. Whether you are an individual, family, business owner, or corporation, we develop customized strategies to help you develop a strong sense of confidence, provide financial peace of mind, and safekeep your legacy. |
|
| SG Wealth Management |
Michael |
Bonaventure |
CPA Partner |
(856)-853-4773 |
WM |
mbonaventure@verizon.net |
admin@sgwealthmgt.com |
116 Village Boulevard Suite 200 |
Princeton |
NJ |
08540 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/sg-wealth-management-llc/ |
https://www.sgwealthmgt.com/ |
SG Wealth Management, LLC manages relationships with a long-term view. Whether you are an individual, family, business owner, or corporation, we develop customized strategies to help you develop a strong sense of confidence, provide financial peace of mind, and safekeep your legacy. |
|
| Sharkey Howes & Javer Inc. |
Joel |
Javer |
Principal |
(303) 639-5100 |
WM |
joel@shwj.com |
info@shwj.com |
720 S Colorado Blvd., Suite 600, South Tower |
Denver |
CO |
80246 |
United States of America |
North America |
https://www.linkedin.com/in/joel-javer-a14027a7/ |
|
1.990 |
$740M |
|
https://www.linkedin.com/company/sharkey-howes-&-javer/ |
https://www.shwj.com/ |
Sharkey, Howes & Javer is one of Denver's oldest Financial Planning and Investment Management firms. At SH&J, our team of Certified Financial Planner™ professionals will help you create a personal financial plan geared towards meeting your goals. |
|
| Sharkey Howes & Javer Inc. |
Lawrence |
Howes |
Founder & Principal |
(303) 639-5100 |
WM |
larry@shwj.com |
info@shwj.com |
720 S Colorado Blvd., Suite 600, South Tower |
Denver |
CO |
80246 |
United States of America |
North America |
|
|
1.990 |
$740M |
|
https://www.linkedin.com/company/sharkey-howes-&-javer/ |
https://www.shwj.com/ |
Sharkey, Howes & Javer is one of Denver's oldest Financial Planning and Investment Management firms. At SH&J, our team of Certified Financial Planner™ professionals will help you create a personal financial plan geared towards meeting your goals. |
|
| Sharp Asset Management Inc. |
Patricia |
Stewart |
President & Chief Compliance Officer |
(416) 722-9009 |
WM |
pstewart@sharpasset.com |
|
P.O. Box 74539 Humbertown Centre 270 The Kingsway |
Toronto |
ON |
M9A 5E2.1 |
Canada |
North America |
|
|
|
$0.2 billion |
|
|
https://www.sharpasset.com/ |
Sharp Asset Management Inc. is an independent Investment Counseling firm that is 100% owner operated. Since we are a highly concentrated group of professionals, we are able to respond quickly to changing market conditions. We are not affiliated with any financial institution, securities firm or mutual fund company; as a result, our investment decisions are unbiased. We do not earn any commissions or fees on investments we choose on behalf of our clients. Our efforts are completely focused on achieving the investment objectives for each client. |
|
| Sharp Asset Management Inc. |
Hilary |
Poff |
Associate Portfolio Manager |
(416) 877 - 4487 |
WM |
hilarypoff@sharpasset.com |
|
P.O. Box 74539 Humbertown Centre 270 The Kingsway |
Toronto |
ON |
M9A 5E2.1 |
Canada |
North America |
https://www.linkedin.com/in/hilary-mk-poff-mba-cfa-66310619/ |
|
|
$0.2 billion |
|
|
https://www.sharpasset.com |
Sharp Asset Management Inc. is an independent Investment Counseling firm that is 100% owner operated. Since we are a highly concentrated group of professionals, we are able to respond quickly to changing market conditions. We are not affiliated with any financial institution, securities firm or mutual fund company; as a result, our investment decisions are unbiased. We do not earn any commissions or fees on investments we choose on behalf of our clients. Our efforts are completely focused on achieving the investment objectives for each client. |
|
| SharpePoint Private Client Group |
Brian |
Robinson |
Financial Advisor & Partner |
(480) 999-3033 |
WM |
Brian.robinson@sharpepoint.com |
invest@sharpepoint.com |
5090 N. 40th Street, Suite 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/brianrobinsoncfp/ |
|
|
|
|
https://www.linkedin.com/company/sharpepoint-private-client-group/ |
https://sharpepoint.com/ |
SharpePoint works with Professionals, HNW Individuals, and Family offices to create sustainable legacies. Our Innovative Client-Centric Solution to financial planning combines SynerG Services with Partners and Advisors who share a wealth of knowledge and remain steadfast to improving your financial well-being. |
|
| SharpePoint Private Client Group |
James |
Regan |
Financial Advisor & Partner |
(480) 999-3033 |
WM |
James.regan@sharpepoint.com |
invest@sharpepoint.com |
5090 N. 40th Street, Suite 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/james-regan-32a7388b/ |
|
|
|
|
https://www.linkedin.com/company/sharpepoint-private-client-group/ |
https://sharpepoint.com/ |
SharpePoint works with Professionals, HNW Individuals, and Family offices to create sustainable legacies. Our Innovative Client-Centric Solution to financial planning combines SynerG Services with Partners and Advisors who share a wealth of knowledge and remain steadfast to improving your financial well-being. |
|
| SharpePoint Private Client Group |
Daniel |
Laraway |
Financial Advisor & Partner |
(480) 999-3033 |
WM |
Daniel.laraway@sharpepoint.com |
invest@sharpepoint.com |
5090 N. 40th Street, Suite 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/sharpepoint-private-client-group/ |
https://sharpepoint.com/ |
SharpePoint works with Professionals, HNW Individuals, and Family offices to create sustainable legacies. Our Innovative Client-Centric Solution to financial planning combines SynerG Services with Partners and Advisors who share a wealth of knowledge and remain steadfast to improving your financial well-being. |
|
| Shepherd Kaplan, LLC |
David |
Shepherd |
Managing Member & Co-CEO |
(617) 896-1600 |
WM |
dshepherd@sk-llc.com |
info@sk-llc.com |
125 Summer Street 22nd Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/david-m-shepherd-256b5116/ |
|
1.998 |
$10,276 million |
|
https://www.linkedin.com/company/shepherd-kaplan-llc/ |
https://www.sk-llc.com/ |
Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. |
|
| Shepherd Kaplan, LLC |
David |
Kaplan |
Managing Member & Co-CEO |
Direct: (617) 896-1644 |
WM |
dkaplan@sk-llc.com |
info@sk-llc.com |
125 Summer Street 22nd Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/david-kaplan-139a8213/ |
|
1.998 |
$10,276 million |
|
https://www.linkedin.com/company/shepherd-kaplan-llc/ |
https://www.sk-llc.com/ |
Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. |
|
| Shepherd Kaplan, LLC |
Jonathan |
Perry |
CFO, Managing Director of Finance & HR |
(617) 896-1600 |
WM |
jperry@sk-llc.com |
info@sk-llc.com |
125 Summer Street 22nd Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-perry-40b74522/ |
|
1.998 |
$10,276 million |
|
https://www.linkedin.com/company/shepherd-kaplan-llc/ |
https://www.sk-llc.com/ |
Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. |
|
| Shepherd Kaplan, LLC |
Michael |
Halloran |
Member, Managing Director, Institutional Advisory Practive |
(617) 896-1600 |
WM |
mhalloran@sk-llc.com |
info@sk-llc.com |
125 Summer Street 22nd Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/michael-halloran-56972818/ |
|
1.998 |
$10,276 million |
|
https://www.linkedin.com/company/shepherd-kaplan-llc/ |
https://www.sk-llc.com/ |
Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. |
|
| Sheridan Road |
Alona |
Anspach |
Managing Director |
(224) 765-0676 |
WM |
aanspach@sheridanroad.com |
|
707 Skokie Boulevard, Suite 400 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/alonawanspach/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sheridan-road-financial/ |
https://sheridanroad.com |
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience. |
|
| Sheridan Road |
Daniel |
Bryant |
Managing Partner, CEO |
(224) 765-0794 |
WM |
dbryant@sheridanroad.com |
|
707 Skokie Boulevard, Suite 400 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/danielbryant91/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sheridan-road-financial/ |
https://sheridanroad.com |
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience. |
|
| Sheridan Road |
Karen |
Campbell |
CFO |
(224) 765-0795 |
WM |
kcampbell@sheridanroad.com |
|
707 Skokie Boulevard, Suite 400 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/karen-campbell-85460b4a/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sheridan-road-financial/ |
https://sheridanroad.com |
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience. |
|
| Sheridan Road |
Michael |
Driscoll |
Managing Director |
(414) 376-5084 |
WM |
mdriscoll@sheridanroad.com |
|
707 Skokie Boulevard, Suite 400 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/michael-driscoll-2a31b318/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sheridan-road-financial/ |
https://sheridanroad.com |
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience. |
|
| Sheridan Road |
Tim |
Feldheim |
Managing Director |
(224) 765-0681 |
WM |
tfeldheim@sheridanroad.com |
|
707 Skokie Boulevard, Suite 400 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/tfeldheim/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sheridan-road-financial/ |
https://sheridanroad.com |
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience. |
|
| Sherrill & Hutchins Financial Advisory, Inc. |
Mark |
Sheerin |
Senior Advisor & Chief Executive Officer |
(770) 395-9797 |
WM |
mark@sh-advisors.com |
info@sh-advisors.com |
4401 Northside Parkway NW, Suite 425 |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/mark-sheerin-78302824/ |
|
|
$382M |
|
https://www.linkedin.com/company/sherrill-hutchins-financial-advisory-inc/about/ |
https://sherrillandhutchins.com/ |
Sherrill & Hutchins is an independent, fee-only firm with simple origins and deep Atlanta roots.
> We provide financial planning to clients that is not a sales pitch in disguise
> We focus on growing long term relationships and make sure we are a good fit before beginning a new relationship
> We strive to maintain a positive work/life balance and we encourage our clients to do the same
> We utilize the latest technology platform to give our clients a clear and up to date picture of their finances
> We grow and maintain strong connections to the communities where we live
> We practice what we preach by living within our means at every stage of life |
|
| Sherrill & Hutchins Financial Advisory, Inc. |
Rick |
Hutchins |
Co-Founder & Chief Investment Officer |
(770) 395-9797 |
WM |
info@sh-advisors.com |
info@sh-advisors.com |
4401 Northside Parkway NW, Suite 425 |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/ricky-hutchins-cfp®-572aa4b/ |
|
|
$382M |
|
https://www.linkedin.com/company/sherrill-hutchins-financial-advisory-inc/about/ |
http://sherrillandhutchins.com/ |
Sherrill & Hutchins is an independent, fee-only firm with simple origins and deep Atlanta roots.
> We provide financial planning to clients that is not a sales pitch in disguise
> We focus on growing long term relationships and make sure we are a good fit before beginning a new relationship
> We strive to maintain a positive work/life balance and we encourage our clients to do the same
> We utilize the latest technology platform to give our clients a clear and up to date picture of their finances
> We grow and maintain strong connections to the communities where we live
> We practice what we preach by living within our means at every stage of life |
|
| Shield Wealth Management |
Bugra |
Bakan |
Founder and CEO |
(415) 944-6428 |
WM |
bbakan@shieldwm.com |
contact@shieldwm.com |
One Harbor Drive, Suite 300 |
Sausalito |
CA |
94965 |
United States of America |
North America |
https://www.linkedin.com/in/bugra-bakan-cfp®-mba-00a952b/ |
|
|
|
|
|
http://www.shieldwealthmanagement.com/ |
Shield Wealth Management (SWM) is a Registered Investment Advisor, providing financial planning and investment management services on a fee only basis. |
|
| Shore Point Advisors |
Jason |
Lamb |
Founder & CEO |
(732) 876-3777 |
WM |
jlamb@shorepointadvisors.com |
info@shorepointadvisors.com |
402 Higgins Avenue |
Brielle |
NJ |
08730 |
United States of America |
North America |
https://www.linkedin.com/in/jason-lamb-749b85168/ |
|
2.016 |
|
|
https://www.linkedin.com/company/shore-point-advisors/ |
https://shorepointadvisors.com/ |
Shore Point Advisors, a unique approach to wealth management using parallel paths of preservation and accumulation. |
|
| Shore Point Advisors |
James |
Fay |
Senior Vice President |
(732) 876-3777 |
WM |
jfay@shorepointadvisors.com |
info@shorepointadvisors.com |
402 Higgins Avenue |
Brielle |
NJ |
08730 |
United States of America |
North America |
https://www.linkedin.com/in/james-fay-21575b113/ |
|
2.016 |
|
|
https://www.linkedin.com/company/shore-point-advisors/ |
https://shorepointadvisors.com/ |
Shore Point Advisors, a unique approach to wealth management using parallel paths of preservation and accumulation. |
|
| Shore Point Advisors |
Jake |
Rue |
Portfolio Manager |
(732) 876-3777 |
WM |
jrue@shorepointadvisors.com |
info@shorepointadvisors.com |
402 Higgins Avenue |
Brielle |
NJ |
08730 |
United States of America |
North America |
https://www.linkedin.com/in/jakerue/ |
|
2.016 |
|
|
https://www.linkedin.com/company/shore-point-advisors/ |
https://shorepointadvisors.com/ |
Shore Point Advisors, a unique approach to wealth management using parallel paths of preservation and accumulation. |
|
| Shore Point Advisors |
John |
Scalabrini |
Senior Vice President |
(732) 876-3777 |
WM |
jscalabrini@shorepointadvisors.com |
info@shorepointadvisors.com |
402 Higgins Avenue |
Brielle |
NJ |
08730 |
United States of America |
North America |
https://www.linkedin.com/in/john-j-scalabrini-603b83b0/ |
|
2.016 |
|
|
https://www.linkedin.com/company/shore-point-advisors/ |
https://shorepointadvisors.com/ |
Shore Point Advisors, a unique approach to wealth management using parallel paths of preservation and accumulation. |
|
| ShoreHaven Wealth Partners, LLC |
Lawrence |
Durso |
Founding Partner & CEO |
Direct: (732) 447-9302, Mobile: (908) 601-2686 |
WM |
larry@shorehavenwealth.com |
Team@ShoreHavenWealth.com |
188 East Bergen Place, Suite 202 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/lawrence-durso-7317a463/ |
|
2.020 |
$100M |
|
https://www.linkedin.com/company/shorehaven-wealth-partners/ |
https://shorehavenwealth.com/ |
ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect, grow and transition their assets. Many of our clients are family-owned businesses who face succession and transition challenges.
Our objective is to help our clients enjoy what’s important in their lives, through the benefit of financial prosperity. |
|
| ShoreHaven Wealth Partners, LLC |
Michael |
Lombardi |
Founding Partner, Chief Planning Officer |
Direct: (732) 447-9305, Mobile: (732) 284-1587 |
WM |
mlombardi@shorehavenwealth.com |
Team@ShoreHavenWealth.com |
188 East Bergen Place, Suite 202 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/michael-lombardi-cfp®-80aa8071/ |
|
2.020 |
$100M |
|
https://www.linkedin.com/company/shorehaven-wealth-partners/ |
https://shorehavenwealth.com/ |
ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect, grow and transition their assets. Many of our clients are family-owned businesses who face succession and transition challenges.
Our objective is to help our clients enjoy what’s important in their lives, through the benefit of financial prosperity. |
|
| ShoreHaven Wealth Partners, LLC |
Michael |
Durso |
Founding Partner, Chief Investment Officer |
Direct: (732) 447-9306, Mobile: (732) 687-2919 |
WM |
mdurso@shorehavenwealth.com |
Team@ShoreHavenWealth.com |
188 East Bergen Place, Suite 202 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/michael-durso-cfa-7168665/ |
|
2.020 |
$100M |
|
https://www.linkedin.com/company/shorehaven-wealth-partners/ |
https://shorehavenwealth.com/ |
ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect, grow and transition their assets. Many of our clients are family-owned businesses who face succession and transition challenges.
Our objective is to help our clients enjoy what’s important in their lives, through the benefit of financial prosperity. |
|
| ShoreHaven Wealth Partners, LLC |
Sheryl |
Iannuzzelli |
Director of Relationship Management, Chief Compliance Officer |
Direct: (732) 447-9303 |
WM |
sheryl@shorehavenwealth.com |
Team@ShoreHavenWealth.com |
188 East Bergen Place, Suite 202 |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/sheryl-iannuzzelli-shorehaven/ |
|
2.020 |
$100M |
|
https://www.linkedin.com/company/shorehaven-wealth-partners/ |
https://shorehavenwealth.com/ |
ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect, grow and transition their assets. Many of our clients are family-owned businesses who face succession and transition challenges.
Our objective is to help our clients enjoy what’s important in their lives, through the benefit of financial prosperity. |
|
| Shorepine Wealth Management |
Marc |
Lieberman |
CEO & Wealth Manager |
(415) 888-3954 |
WM |
marc@shorepinewealth.com |
|
1610 Tiburon Boulevard Suite 202 |
Tiburon |
CA |
94920 |
United States of America |
North America |
https://www.linkedin.com/in/liebermanmarc/ |
|
2.017 |
|
|
https://www.linkedin.com/company/shorepine-wealth-management/ |
https://shorepinewealth.com/about/ |
Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in today’s marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances. |
|
| Shrier Wealth Management LLC |
Steve |
Shrier |
Principal and Chief Investment Officer |
(310) 201-0200 |
WM |
steve@shrierwealth.com |
|
1925 Century Park East, Suite 2020 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/shrier-wealth-management-llc/ |
https://www.shrierwealth.com/ |
Shrier's goal is to improve our clients’ financial position over time. We construct highly-individualized portfolios, balancing asset growth with capital preservation. We manage our clients’ assets with an investment discipline that is rooted in time-tested, value-based principles. We aim to select attractively-priced, quality investments with track records of increasing shareholder value. In good markets, we strive to deliver appreciable returns. In difficult markets, we aim to substantially outperform indices.
Every client’s portfolio is managed individually. For clients who can tolerate more risk, we employ more aggressive strategies. For clients who want or need to focus on asset preservation, we focus on generating current income and shielding portfolios from excessive downside by selecting assets that have historically retained their value in difficult markets. |
|
| Shrier Wealth Management LLC |
Zachary |
Shrier |
CoFounder |
(310) 201-0200 |
WM |
zach@shrierwealth.com |
|
1925 Century Park East, Suite 2020 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/zachshrier/ |
|
1.998 |
|
|
https://www.linkedin.com/company/shrier-wealth-management-llc/ |
https://www.shrierwealth.com/ |
Shrier's goal is to improve our clients’ financial position over time. We construct highly-individualized portfolios, balancing asset growth with capital preservation. We manage our clients’ assets with an investment discipline that is rooted in time-tested, value-based principles. We aim to select attractively-priced, quality investments with track records of increasing shareholder value. In good markets, we strive to deliver appreciable returns. In difficult markets, we aim to substantially outperform indices.
Every client’s portfolio is managed individually. For clients who can tolerate more risk, we employ more aggressive strategies. For clients who want or need to focus on asset preservation, we focus on generating current income and shielding portfolios from excessive downside by selecting assets that have historically retained their value in difficult markets. |
|
| Shrier Wealth Management LLC |
Lindsay |
Bourkoff |
Director of Financial Planning |
(310) 201-0200 |
WM |
lindsay@shrierwealth.com |
|
1925 Century Park East, Suite 2020 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/lindsay-bourkoff-cfp®-9406647/ |
|
1.998 |
|
|
https://www.linkedin.com/company/shrier-wealth-management-llc/ |
https://www.shrierwealth.com/ |
Shrier's goal is to improve our clients’ financial position over time. We construct highly-individualized portfolios, balancing asset growth with capital preservation. We manage our clients’ assets with an investment discipline that is rooted in time-tested, value-based principles. We aim to select attractively-priced, quality investments with track records of increasing shareholder value. In good markets, we strive to deliver appreciable returns. In difficult markets, we aim to substantially outperform indices.
Every client’s portfolio is managed individually. For clients who can tolerate more risk, we employ more aggressive strategies. For clients who want or need to focus on asset preservation, we focus on generating current income and shielding portfolios from excessive downside by selecting assets that have historically retained their value in difficult markets. |
|
| Shufro, Rose & Co., LLC |
John |
Contant |
Principal & Senior Financial Advisor |
(212) 754-5100 |
WM |
john@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/john-contant-bb259323/ |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
Steven |
Glass |
Principal & Senior Financial Advisor |
(212) 754-5100 |
WM |
sglass@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/steven-glass-b100a010/ |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
Tonia |
Kaminsky |
Principal & Senior Financial Advisor |
(212) 754-5100 |
WM |
tkaminsky@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/tonia-kaminsky-1a49b815 |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
Stephen |
Leit |
Principal & Senior Financial Advisor |
(212) 754-5100 |
WM |
sleit@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-leit-646289124/ |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
Gregory |
Shufro |
Principal & Senior Financial Advisor |
Direct: (212) 754-5491 |
WM |
gshufro@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-shufro-5020925/ |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
Harvey |
Wacht |
Principal & Senior Financial Advisor |
(212) 754-5100 |
WM |
hwacht@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
Vibhaw |
Arya |
Chief Operating Officer |
(212) 754-5100 |
WM |
varya@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/vibhawarya/ |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shufro, Rose & Co., LLC |
John |
Wilkens |
Chief Financial Officer & Chief Compliance Officer |
(212) 754-5100 |
WM |
jwilkens@shufrorose.com |
contact@shufrorose.com |
600 Lexington Avenue, 15th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/john-wilkens/ |
|
1.938 |
$1.68B |
|
https://www.linkedin.com/company/shufro-rose-&-co.-llc/ |
https://www.shufrorose.com/ |
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.
Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. |
|
| Shutowick Wealth Management |
Michael |
Shutowick |
CoFounder |
(954) 327-1400 |
WM |
mshutowick@shutowickwealth.com |
|
6810 N. State Road 7 Ste B |
Coconut Creek |
FL |
33073 |
United States of America |
North America |
https://www.linkedin.com/in/mike-shutowick-782658120/ |
|
|
|
|
|
http://www.shutowickwealth.com |
We are a wealth management firm with experience in all aspects of financial planning, investment management, tax planning, and estate planning.
Our firm is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. |
|
| Shutowick Wealth Management |
John |
Shutowick |
CoFounder |
(954) 327-1800 |
WM |
jshutowick@shutowickwealth.com |
|
6810 N. State Road 7 Ste B |
Coconut Creek |
FL |
33073 |
United States of America |
North America |
https://www.linkedin.com/in/michael-c-shutowick-387abb98/ |
|
|
|
|
|
http://www.shutowickwealth.com |
We are a wealth management firm with experience in all aspects of financial planning, investment management, tax planning, and estate planning.
Our firm is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. |
|
| Sica Wealth Management |
Jeffrey |
Sica |
Founder, President and Chief Investment Officer |
(973) 975-0730 |
WM |
jeffrey.sica@sicawealthmgt.com |
info@sicawealthmgt.com |
20 Community Place, Suite 7 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/jeffreysica/ |
|
2.010 |
$91 million |
|
https://www.linkedin.com/company/sica-wealth-management |
http://sicawealthmgt.com |
SICA Wealth Management is a private, fully independent firm. We are not restricted to any investment product and work exclusively as a trusted advisor, delivering independent minded advice with complete confidentiality. We welcome the opportunity to work closely with you through every stage of the wealth planning process — taking the time to develop a detailed understanding of each client’s individual circumstances and objectives. |
|
| Sica Wealth Management |
Cheryl |
Costa |
SVP / Director of Operations |
(973) 975-0732 |
WM |
Cheryl.Costa@SicaWealthMgt.com |
info@sicawealthmgt.com |
20 Community Place, Suite 7 |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/cheryl-costa-045a9a24/ |
|
2.010 |
$91 million |
|
https://www.linkedin.com/company/sica-wealth-management |
http://sicawealthmgt.com |
SICA Wealth Management is a private, fully independent firm. We are not restricted to any investment product and work exclusively as a trusted advisor, delivering independent minded advice with complete confidentiality. We welcome the opportunity to work closely with you through every stage of the wealth planning process — taking the time to develop a detailed understanding of each client’s individual circumstances and objectives. |
|
| Sickle Hunter Financial Advisors |
Travis |
Sickle |
President / Wealth Advisor |
(813) 321-6423 |
WM |
travis.sickle@sicklehunter.com |
info@sicklehunter.com |
1905 N. Market Street |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/travissickle/ |
|
|
|
|
https://www.linkedin.com/company/sickle-hunter-financial-advisors/ |
https://www.sicklehunter.com/ |
Sickle Hunter Financial Advisors are independent financial advisors with LPL Financial – the largest independent broker/dealer in the United States for 14 consecutive years*. We have no “hidden agenda” or drive to sell any particular financial product. Our firm truly puts OUR CLIENTS’ INTERESTS FIRST. |
|
| Sickle Hunter Financial Advisors |
James |
Baskey |
Financial Advisor |
(813) 321-6423 |
WM |
james.baskey@sicklehunter.com |
info@sicklehunter.com |
1905 N. Market Street |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/jamesbaskeysh/ |
|
|
|
|
https://www.linkedin.com/company/sickle-hunter-financial-advisors/ |
https://www.sicklehunter.com/ |
Sickle Hunter Financial Advisors are independent financial advisors with LPL Financial – the largest independent broker/dealer in the United States for 14 consecutive years*. We have no “hidden agenda” or drive to sell any particular financial product. Our firm truly puts OUR CLIENTS’ INTERESTS FIRST. |
|
| SigFig Wealth Management, LLC |
Terry |
Banet |
Chief Investment Officer |
(415) 558-9611 |
WM |
terry@sigfig.com |
privacy@sigfig.com |
225 Valencia Street |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/terry-banet-3a61a922 |
|
2.007 |
$120 million |
|
https://www.linkedin.com/company/sigfig |
https://www.sigfig.com |
SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. |
|
| SigFig Wealth Management, LLC |
Aaron |
Gubin |
Director of Finance & Research |
(415) 558-9611 |
WM |
aaron@sigfig.com |
privacy@sigfig.com |
225 Valencia Street |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/aarongubin/ |
|
2.007 |
$120 million |
|
https://www.linkedin.com/company/sigfig |
https://www.sigfig.com |
SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. |
|
| SigFig Wealth Management, LLC |
Mike |
Sha |
CoFounder and CEO |
(415) 558-9611 |
WM |
mike@sigfig.com |
privacy@sigfig.com |
225 Valencia Street |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/miketsha/ |
|
2.007 |
$120 million |
|
https://www.linkedin.com/company/sigfig |
https://www.sigfig.com |
SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market for its partners, while doing so in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. |
|
| Signature Chicago Wealth Management |
Chris |
McCurdy |
Managing Director |
(847) 268-1036, (847) 877-2283 |
WM |
cmccurdy@signaturechicagowm.com |
cmccurdy@signaturechicagowm.com |
9701 W Higgins Road, Suite 500 |
Rosemont |
IL |
60018 |
United States of America |
North America |
https://www.linkedin.com/in/chris-mccurdy-b0196a3/ |
Investment Strategy, Estate Planning, Income Tax Planning, Comprehensive Financial Planning, Retirement Planning, Insurance, Trusts, Employee Retirement Benefits |
2.016 |
|
|
https://www.linkedin.com/company/signature-chicago-wealth-management/ |
https://www.signaturechicagowm.com/ |
At Signature Chicago Wealth Management we understand that no two investors are alike. That is why we provide each client personalized attention and customer service while delivering professional, objective financial advice. Working alongside you to understand your plans, our team helps you develop your path to financial freedom. No matter your financial goals or needs, Signature Chicago Wealth Management can guide you on your journey. |
|
| Signature Family Wealth Advisors |
Susan |
Colpitts |
Founder, Chief of Client Experience |
(757) 625-7670 |
WM |
susan.colpitts@signaturefamilywealth.com |
info@signaturefamilywealth.com |
World Trade Center 101 West Main Street, Suite 700 |
Norfolk |
VA |
23510 |
United States of America |
North America |
https://www.linkedin.com/in/susan-colpitts-65256212/ |
|
1.994 |
|
|
https://www.linkedin.com/company/signature-family-wealth-advisors/ |
https://www.signaturefamilywealth.com/ |
Signature Family Wealth Advisors addresses every facet of your financial life in an integrated, personal way. With 3 offices in Virginia, we partner with clients to create a blueprint for financial success. We craft comprehensive strategies and solutions for all aspects of their financial life.
We do not stop there. Using the blueprint, we work with our clients and their attorneys and accountants to ensure that the strategies are successfully carried out. The process is never finished, but the blueprint will change and grow with you. Peace of mind is our goal.
At Signature Family Wealth Advisors, we believe every journey is unique. Let us help you navigate yours. |
|
| Signature FD |
Kameron |
Besson |
Partner |
404 253 7602 |
WM |
kameron.besson@signaturefd.com |
info@signaturefd.com |
1230 Peachtree St., NE, Suite 1800 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/kameron-besson-aa96442a/ |
|
1.997 |
|
|
https://www.linkedin.com/company/signaturefd/ |
http://www.signaturefd.com/ |
https://www.linkedin.com/company/signaturefd/ |
|
| Signature FD |
David |
Fisher |
Co-Founder & Chief Investment Officer |
(404) 253-7610 |
WM |
david.fisher@signaturefd.com |
info@signaturefd.com |
1230 Peachtree St., NE, Suite 1800 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/david-fisher-2359771/ |
|
1.997 |
$2.6B |
|
https://www.linkedin.com/company/signaturefd/ |
https://www.signaturefd.com/ |
https://www.linkedin.com/company/signaturefd/ |
|
| Signature FD |
Jeffrey |
Peller |
Co-Founder & Chief Executive Officer |
(404) 253-7620 |
WM |
jeff.peller@signaturefd.com |
info@signaturefd.com |
1230 Peachtree St., NE, Suite 1800 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/jeffpellersfd/ |
|
1.997 |
$2.6B |
|
https://www.linkedin.com/company/signaturefd/ |
https://www.signaturefd.com/ |
https://www.linkedin.com/company/signaturefd/ |
|
| Signature FD |
Matt |
Barber |
Partner |
Direct: (770) 595-3405 |
WM |
matt.barber@signaturefd.com |
info@signaturefd.com |
1230 Peachtree St., NE, Suite 1800 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/mattbbarber/ |
|
1.997 |
$2.6B |
|
https://www.linkedin.com/company/signaturefd/ |
https://www.signaturefd.com/ |
https://www.linkedin.com/company/signaturefd/ |
|
| Silicon Hills Wealth Management, LLC |
James |
Werner |
Partner |
(512) 774-5340 |
WM |
james.werner@siliconhillswealth.com |
info@siliconhillswealth.com |
8834 N. Capital of Texas Highway, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/jameswerner/ |
|
2.013 |
$175M |
|
https://www.linkedin.com/company/siliconhillswealth/ |
https://siliconhillswealth.com/ |
At Silicon Hills Wealth Management, we believe money is personal, people are fascinating, and wealth is only as valuable as the joy and fulfillment it delivers for you, your family, your community, and the world in which you live. Help us understand what inspires you and together we will create exceptionally personalized and purposeful financial solutions – Be Truly Invested. |
|
| Silicon Hills Wealth Management, LLC |
Tom |
Brown |
Partner |
(512) 774-5340 |
WM |
tom.brown@siliconhillswealth.com |
info@siliconhillswealth.com |
8834 N. Capital of Texas Highway, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/thomaswbrown1/ |
|
2.013 |
$175M |
|
https://www.linkedin.com/company/siliconhillswealth/ |
https://siliconhillswealth.com/ |
At Silicon Hills Wealth Management, we believe money is personal, people are fascinating, and wealth is only as valuable as the joy and fulfillment it delivers for you, your family, your community, and the world in which you live. Help us understand what inspires you and together we will create exceptionally personalized and purposeful financial solutions – Be Truly Invested. |
|
| Silicon Hills Wealth Management, LLC |
Pam |
Friedman |
Partner |
(512) 774-5340 |
WM |
pam.friedman@siliconhillswealth.com |
info@siliconhillswealth.com |
8834 N. Capital of Texas Highway, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/pamfriedman-cfp-cdfa/ |
|
2.013 |
$175M |
|
https://www.linkedin.com/company/siliconhillswealth/ |
https://siliconhillswealth.com/ |
At Silicon Hills Wealth Management, we believe money is personal, people are fascinating, and wealth is only as valuable as the joy and fulfillment it delivers for you, your family, your community, and the world in which you live. Help us understand what inspires you and together we will create exceptionally personalized and purposeful financial solutions – Be Truly Invested. |
|
| Silicon Hills Wealth Management, LLC |
Dean |
Rogers |
Portfolio Management Analyst |
(512) 774-5345 |
WM |
dean.rogers@siliconhillswealth.com |
info@siliconhillswealth.com |
8834 N. Capital of Texas Highway, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/dean-rogers-16164186/ |
|
2.013 |
$175M |
|
https://www.linkedin.com/company/siliconhillswealth/ |
https://siliconhillswealth.com/ |
At Silicon Hills Wealth Management, we believe money is personal, people are fascinating, and wealth is only as valuable as the joy and fulfillment it delivers for you, your family, your community, and the world in which you live. Help us understand what inspires you and together we will create exceptionally personalized and purposeful financial solutions – Be Truly Invested. |
|
| Silicon Hills Wealth Management, LLC |
Glenda |
Molina |
Director of Financial Planning |
(512) 774-5340 |
WM |
glenda.molina@siliconhillswealth.com |
info@siliconhillswealth.com |
8834 N. Capital of Texas Highway, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/glendamolina/ |
|
2.013 |
$175M |
|
https://www.linkedin.com/company/siliconhillswealth/ |
https://siliconhillswealth.com/ |
At Silicon Hills Wealth Management, we believe money is personal, people are fascinating, and wealth is only as valuable as the joy and fulfillment it delivers for you, your family, your community, and the world in which you live. Help us understand what inspires you and together we will create exceptionally personalized and purposeful financial solutions – Be Truly Invested. |
|
| Siligmueller Financial Management, LLC |
Dale |
Siligmueller |
Founder & Partner |
(630) 858-3651 |
WM |
dsiligmueller@siligmueller.com |
|
586 Duane Street, Suite 202 |
Glen Ellyn |
IL |
60137 |
United States of America |
North America |
https://www.linkedin.com/in/dale-siligmueller-73a07011/ |
|
1.998 |
$120.5M |
|
https://www.linkedin.com/company/siligmueller-&-norvid-wealth-advisors/ |
http://www.siligmueller.com/ |
Siligmueller & Norvid Wealth Advisors (SNWA) has provided personalized financial planning and investment management services to high net worth individuals and families, managing $193 million as of 12/31/19. Today, SNWA continues to demonstrate value and trust as a financial partner to our clientele. We provide all our services for one all-inclusive asset-based fee that starts at 0.75%, lower than many other financial advisors.
Most high net worth individuals lack a clear, cohesive plan for achieving financial goals. Our first step is to define your financial goals and objectives. we conduct an assessment review with you by completing a risk questionnaire and having a candid discussion. Next, we develop your personalized written financial plan that provides a detailed review of your current financial situation and financial goals, and recommended strategies to best achieve your goals. |
|
| Siligmueller Financial Management, LLC |
Steve |
Norvid |
Partner |
(630) 793-9642 |
WM |
snorvid@siligmueller.com |
|
586 Duane Street, Suite 202 |
Glen Ellyn |
IL |
60137 |
United States of America |
North America |
https://www.linkedin.com/in/stevenorvidcfariaglenellyn/ |
|
1.998 |
$120.5M |
|
https://www.linkedin.com/company/siligmueller-&-norvid-wealth-advisors/ |
http://www.siligmueller.com/ |
Siligmueller & Norvid Wealth Advisors (SNWA) has provided personalized financial planning and investment management services to high net worth individuals and families, managing $193 million as of 12/31/19. Today, SNWA continues to demonstrate value and trust as a financial partner to our clientele. We provide all our services for one all-inclusive asset-based fee that starts at 0.75%, lower than many other financial advisors.
Most high net worth individuals lack a clear, cohesive plan for achieving financial goals. Our first step is to define your financial goals and objectives. we conduct an assessment review with you by completing a risk questionnaire and having a candid discussion. Next, we develop your personalized written financial plan that provides a detailed review of your current financial situation and financial goals, and recommended strategies to best achieve your goals. |
|
| Siligmueller Financial Management, LLC |
Dave |
Siligmueller |
Advisor Associate |
Direct: (630) 474-9966 |
WM |
dave@siligmueller.com |
|
586 Duane Street, Suite 202 |
Glen Ellyn |
IL |
60137 |
United States of America |
North America |
https://www.linkedin.com/in/davesiligmueller/ |
|
1.998 |
$120.5M |
|
https://www.linkedin.com/company/siligmueller-&-norvid-wealth-advisors/ |
http://www.siligmueller.com/ |
Siligmueller & Norvid Wealth Advisors (SNWA) has provided personalized financial planning and investment management services to high net worth individuals and families, managing $193 million as of 12/31/19. Today, SNWA continues to demonstrate value and trust as a financial partner to our clientele. We provide all our services for one all-inclusive asset-based fee that starts at 0.75%, lower than many other financial advisors.
Most high net worth individuals lack a clear, cohesive plan for achieving financial goals. Our first step is to define your financial goals and objectives. we conduct an assessment review with you by completing a risk questionnaire and having a candid discussion. Next, we develop your personalized written financial plan that provides a detailed review of your current financial situation and financial goals, and recommended strategies to best achieve your goals. |
|
| Silver Heights Capital Management Inc. |
Ming |
Lam |
Co-Founder |
(416) 342-5626 |
WM |
mlam@silverheights.com |
|
Bay Adelaide Centre, West Tower 333 Bay Street – Suite 1140 |
Toronto |
ON |
M5H 2R2 |
Canada |
North America |
https://www.linkedin.com/in/ming-lam-8958764/ |
|
2.006 |
|
|
https://www.linkedin.com/company/silver-heights-capital-management |
http://silverheights.com/ |
Silver Heights Capital Management is an exclusive, discretionary investment management firm focused on high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we apply a time-tested, business-minded rational approach to investing. A founding principle of our firm is “Investment First” – investment excellence always takes precedence. This principle governs everything we do. |
|
| Silver Heights Capital Management Inc. |
Katherine |
Dimou |
Director |
Direct: (416) 342-5630 |
WM |
kdimou@silverheights.com |
|
Bay Adelaide Centre, West Tower 333 Bay Street – Suite 1140 |
Toronto |
ON |
M5H 2R2 |
Canada |
North America |
https://www.linkedin.com/in/katdimou-livelongandprosper/ |
|
2.006 |
|
|
https://www.linkedin.com/company/silver-heights-capital-management |
http://silverheights.com/ |
Silver Heights Capital Management is an exclusive, discretionary investment management firm focused on high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we apply a time-tested, business-minded rational approach to investing. A founding principle of our firm is “Investment First” – investment excellence always takes precedence. This principle governs everything we do. |
|
| Silver Heights Capital Management Inc. |
Kevin |
Kuebler |
Co-Founder |
(416) 342-5625 |
WM |
kkuebler@silverheights.com |
|
Bay Adelaide Centre, West Tower 333 Bay Street – Suite 1140 |
Toronto |
ON |
M5H 2R2 |
Canada |
North America |
https://www.linkedin.com/in/kevin-kuebler-93805512/ |
|
2.006 |
|
|
https://www.linkedin.com/company/silver-heights-capital-management |
http://silverheights.com/ |
Silver Heights Capital Management is an exclusive, discretionary investment management firm focused on high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we apply a time-tested, business-minded rational approach to investing. A founding principle of our firm is “Investment First” – investment excellence always takes precedence. This principle governs everything we do. |
|
| Silver Heights Capital Management Inc. |
Yahphen Yvonne |
Chang |
Vice President |
(416) 342-5628 |
WM |
ychang@silverheights.com |
dmirunski@silverheights.com |
Bay Adelaide Centre, West Tower 333 Bay Street – Suite 1140 |
Toronto |
ON |
M5H 2R2 |
Canada |
North America |
https://www.linkedin.com/in/yahphen-yvonne-chang-8422a96a/ |
|
2.006 |
|
|
https://www.linkedin.com/company/silver-heights-capital-management |
http://silverheights.com/ |
Silver Heights Capital Management is an exclusive, discretionary investment management firm focused on high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we apply a time-tested, business-minded rational approach to investing. A founding principle of our firm is “Investment First” – investment excellence always takes precedence. This principle governs everything we do. |
|
| Silver Lining Wealth Advisors - Ameriprise Financial Services, Inc. |
Carl |
Anderson |
Financial Advisor |
(480) 922-4200 |
WM |
Carl.S.Anderson@ampf.com |
silverliningwealthadvisors@ampf.com |
16220 N Scottsdale Rd Ste 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/carlandersoncrpc/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/silver-lining-wealth-advisors/ |
At Silver Lining Wealth, we are passionate about empowering you and your family to pursue your financial goals. Our practice’s goal is to prepare you for the certainty of uncertainty through a customized roadmap that aims to be realistic, actionable and measurable; focused to improve one thing: your return on life. |
|
| Silver Lining Wealth Advisors - Ameriprise Financial Services, Inc. |
Nayan |
Ranchhod |
Private Wealth Advisor |
(480) 922-4234 |
WM |
nayan.x.ranchhod@ampf.com |
silverliningwealthadvisors@ampf.com |
16220 N Scottsdale Rd Ste 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/nayanranchhod/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/silver-lining-wealth-advisors/ |
At Silver Lining Wealth, we are passionate about empowering you and your family to pursue your financial goals. Our practice’s goal is to prepare you for the certainty of uncertainty through a customized roadmap that aims to be realistic, actionable and measurable; focused to improve one thing: your return on life. |
|
| Silver Lining Wealth Advisors - Ameriprise Financial Services, Inc. |
Stephen |
Bouton |
Financial Advisor |
(480) 922-4244 |
WM |
STEPHEN.BOUTON@ampf.com |
silverliningwealthadvisors@ampf.com |
16220 N Scottsdale Rd Ste 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-bouton-5070b536/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/silver-lining-wealth-advisors/ |
At Silver Lining Wealth, we are passionate about empowering you and your family to pursue your financial goals. Our practice’s goal is to prepare you for the certainty of uncertainty through a customized roadmap that aims to be realistic, actionable and measurable; focused to improve one thing: your return on life. |
|
| Silver Oak Wealth Advisors, LLC |
Linda |
Cao |
President |
(310) 207-4800 |
WM |
lcao@silveroakwa.com |
admin@silveroakwa.com |
10866 Wilshire Blvd., Suite 1270 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/linda-shufan-cao-3b6b381/ |
|
2.005 |
|
|
https://www.linkedin.com/company/silver-oak-wealth-advisors-llc/ |
http://silveroakwa.com/ |
Silver Oak is designed and structured to act as the Chief Financial Officer (CFO) for you and your family. In this role, we seek to understand each client’s goals and underlying values pertaining to money, then create a systematic path toward achieving those goals. Further, we delve into and continue to monitor the key components required in maintaining your financial security. By providing holistic guidance to our client’s financial lives, we are more than just wealth managers. We become thinking partners and life coaches.
Our advisers have extensive experience in providing planning and advisory services, with a dedicated mission to treat each of our client’s assets as if they were our own. We take a personal involvement with each and every client to best understand their wants, needs, hopes and fears, and the purpose of money in their lives. |
|
| Silver Sail Wealth Advisors |
Christi |
Author |
President, Wealth Manager |
(972) 608-2624 |
WM |
christi.staib@lpl.com |
|
5601 Democracy Drive Suite 275 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/christistaib/ |
|
|
|
|
|
http://www.silversailwealthadvisors.com/ |
Silver Sail Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence. |
|
| Silvercrest Asset Management Group |
Richard |
Hough III |
Chairman and CEO |
(212) 649-0600 |
WM |
rhough@silvercrestgroup.com |
info@silvercrestgroup.com |
1330 Avenue of the Americas 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/richard-hough-75a929/ |
|
2.002 |
$16.7 billion |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
http://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
|
| Silvercrest Asset Management Group |
Albert |
Messina |
Managing Director and Member of Borad of Directors |
(212) 649-0600 |
WM |
amessina@silvercrestgroup.com |
info@silvercrestgroup.com |
1330 Avenue of the Americas 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
|
|
2.002 |
$16.7 billion |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
http://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
|
| Silvercrest Asset Management Group |
Scott |
Gerard |
CFO |
(212) 649-0600 |
WM |
sgerard@silvercrestgroup.com |
info@silvercrestgroup.com |
1330 Avenue of the Americas 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/scott-gerard-740b8b7/ |
|
2.002 |
$16.7 billion |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
http://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
|
| Silvercrest Asset Management Group |
Kim |
Campione |
Director of Operations and Managing Director |
(212) 649-0600 |
WM |
kcampione@silvercrestgroup.com |
info@silvercrestgroup.com |
1330 Avenue of the Americas 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/kim-campione-822a864/ |
|
2.002 |
$16.7 billion |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
http://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
|
| Silvercrest Asset Management Group |
Roger |
Vogel |
Managing Director and Portfolio Manager |
(212) 649-0600 |
WM |
rvogel@silvercrestgroup.com |
info@silvercrestgroup.com |
1330 Avenue of the Americas 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/roger-vogel-b1863110/ |
|
2.002 |
$16.7 billion |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
http://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
|
| Silverhawk Private Wealth |
Paul |
Mershon |
Founder & CEO |
(480) 296-0200 |
WM |
paul@silverhawkfinancial.com |
info@silverhawkfinancial.com |
21090 N. Pima Road |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/paulmershon/ |
|
|
|
|
https://www.linkedin.com/company/silverhawk-financial/ |
https://silverhawkfinancial.com/ |
We are a private wealth firm. It is our mission to plan, grow and protect your wealth using proven wealth management strategies. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible. |
|
| Silverhawk Private Wealth |
Scott |
Rose |
COO |
(480) 296-0200 |
WM |
scott@silverhawkfinancial.com |
info@silverhawkfinancial.com |
21090 N. Pima Road |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/scott-rose-aams®-crpc®-6787872/ |
|
|
|
|
https://www.linkedin.com/company/silverhawk-financial/ |
https://silverhawkfinancial.com/ |
We are a private wealth firm. It is our mission to plan, grow and protect your wealth using proven wealth management strategies. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible. |
|
| Silverhawk Private Wealth |
Joe |
Laux |
Certified Private Wealth Advisor |
Direct: (480) 246-3303, Mobile: (480) 326-2362 |
WM |
joe@silverhawkfinancial.com |
info@silverhawkfinancial.com |
21090 N. Pima Road |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/joelaux/ |
|
|
|
|
https://www.linkedin.com/company/silverhawk-financial/ |
https://silverhawkfinancial.com/ |
We are a private wealth firm. It is our mission to plan, grow and protect your wealth using proven wealth management strategies. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible. |
|
| Silverhawk Private Wealth |
Shanna |
Rivera |
Operations Manager |
(480) 296-0200 |
WM |
shanna@silverhawkfinancial.com |
info@silverhawkfinancial.com |
21090 N. Pima Road |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/shanna-rivera-b47b8bb8/ |
|
|
|
|
https://www.linkedin.com/company/silverhawk-financial/ |
https://silverhawkfinancial.com/ |
We are a private wealth firm. It is our mission to plan, grow and protect your wealth using proven wealth management strategies. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible. |
|
| Silverhawk Private Wealth |
Sean |
Puckett |
Chief Investment Strategist |
(480) 296-0200 |
WM |
sean@silverhawkfinancial.com |
info@silverhawkfinancial.com |
21090 N. Pima Road |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/puckettsean/ |
|
|
|
|
https://www.linkedin.com/company/silverhawk-financial/ |
https://silverhawkfinancial.com/ |
We are a private wealth firm. It is our mission to plan, grow and protect your wealth using proven wealth management strategies. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible. |
|
| Silveroak Wealth Management, LLC |
Shannon |
King |
Partner, President, Chief Compliance Officer |
(952) 896-5700 |
WM |
sking@silveroakwealth.com |
info@silveroakwealth.com |
7650 Edinborough Way Suite 250 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-king-cpa-cfp-pfs-cima-mbt-210aa98/ |
|
|
$489,730,390 |
|
|
http://silveroakwealth.com/silveroakwealth.aspx |
SilverOak Wealth Management is an independent wealth management firm that provides customized and comprehensive advice and solutions to high net worth individuals and families, business owners and corporate executes. As a fee-only advisor, SilverOak's team is able to provide its clients comprehensive and unbiased advice and solutions. Our mission is to be our client's financial partner for life, their trusted advocate and guide, helping them achieve a greater peace of mind. |
|
| Silveroak Wealth Management, LLC |
Kim |
Schwichtenberg |
Partner, Chief Manager |
(952) 896-5700 |
WM |
kschwichtenberg@silveroakwealth.com |
info@silveroakwealth.com |
7650 Edinborough Way Suite 250 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/kim-schwichtenberg-4ab18918/ |
|
|
$489,730,390 |
|
|
http://silveroakwealth.com/silveroakwealth.aspx |
SilverOak Wealth Management is an independent wealth management firm that provides customized and comprehensive advice and solutions to high net worth individuals and families, business owners and corporate executes. As a fee-only advisor, SilverOak's team is able to provide its clients comprehensive and unbiased advice and solutions. Our mission is to be our client's financial partner for life, their trusted advocate and guide, helping them achieve a greater peace of mind. |
|
| Silveroak Wealth Management, LLC |
Kathy |
Nelson |
Partner |
(952) 896-5700 |
WM |
knelson@silveroakwealth.com |
info@silveroakwealth.com |
7650 Edinborough Way Suite 250 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-nelson-cpa-cfp-pfs-b691b814/ |
|
|
$489,730,390 |
|
|
http://silveroakwealth.com/silveroakwealth.aspx |
SilverOak Wealth Management is an independent wealth management firm that provides customized and comprehensive advice and solutions to high net worth individuals and families, business owners and corporate executes. As a fee-only advisor, SilverOak's team is able to provide its clients comprehensive and unbiased advice and solutions. Our mission is to be our client's financial partner for life, their trusted advocate and guide, helping them achieve a greater peace of mind. |
|
| Silveroak Wealth Management, LLC |
Jonathan |
Scharlau |
Partner |
(952) 896-5700 |
WM |
jscharlau@silveroakwealth.com |
info@silveroakwealth.com |
7650 Edinborough Way Suite 250 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/jonscharlau/ |
|
|
$489,730,390 |
|
|
http://silveroakwealth.com/silveroakwealth.aspx |
SilverOak Wealth Management is an independent wealth management firm that provides customized and comprehensive advice and solutions to high net worth individuals and families, business owners and corporate executes. As a fee-only advisor, SilverOak's team is able to provide its clients comprehensive and unbiased advice and solutions. Our mission is to be our client's financial partner for life, their trusted advocate and guide, helping them achieve a greater peace of mind. |
|
| Silveroak Wealth Management, LLC |
Janelle |
Luense |
Partner of Compliance & Operations |
(952) 896-5700 |
WM |
jluense@silveroakwealth.com |
info@silveroakwealth.com |
7650 Edinborough Way Suite 250 |
Edina |
MN |
55435 |
United States of America |
North America |
https://www.linkedin.com/in/janelle-luense-7a9a4593/ |
|
|
$489,730,390 |
|
|
http://silveroakwealth.com/silveroakwealth.aspx |
SilverOak Wealth Management is an independent wealth management firm that provides customized and comprehensive advice and solutions to high net worth individuals and families, business owners and corporate executes. As a fee-only advisor, SilverOak's team is able to provide its clients comprehensive and unbiased advice and solutions. Our mission is to be our client's financial partner for life, their trusted advocate and guide, helping them achieve a greater peace of mind. |
|
| Singer Wealth Management, LLC |
Keith |
Singer |
President |
(561) 998-9985 |
WM |
keith@singerwealth.com |
keith@singerwealth.com |
175 SW 7th St., Suite 2410 |
Miami |
FL |
33130 |
United States of America |
North America |
https://www.linkedin.com/in/keithsinger/ |
|
2.003 |
|
ksinger@altruisticradio.com |
http://www.altruisticradio.com/ |
https://keithsinger.com/ |
At Singer Wealth, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. |
|
| Singer Xenos Wealth Management |
Marc |
Singer |
Founding Partner & Advisor |
(305) 443-0060 |
WM |
msinger@singerxenos.com |
info@singerxenos.com |
800 S. Douglas Road, Suite 900 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
|
|
1.985 |
$1.8B |
|
https://www.linkedin.com/company/singer-xenos-wealth-management/ |
http://singerxenos.com/ |
For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. |
|
| Singer Xenos Wealth Management |
Faith |
Read Xenos |
Founding Partner, CIO, COO & Advisor |
(305) 443-0060 |
WM |
fxenos@singerxenos.com |
info@singerxenos.com |
800 S. Douglas Road, Suite 900 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/faithxenos/ |
|
1.985 |
$1.8B |
|
https://www.linkedin.com/company/singer-xenos-wealth-management/ |
http://singerxenos.com/ |
For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. |
|
| Singer Xenos Wealth Management |
Neil |
Sosler |
Partner & Senior Advisor |
(305) 443-0060 |
WM |
nsosler@singerxenos.com |
info@singerxenos.com |
800 S. Douglas Road, Suite 900 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/neil-sosler-89001a3/ |
|
1.985 |
$1.8B |
|
https://www.linkedin.com/company/singer-xenos-wealth-management/ |
http://singerxenos.com/ |
For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. |
|
| SingerXenos Wealth Management |
Faith |
Read Xenos |
Founding Partner, Chief Investment Officer, COO, Advisor |
(305) 443-0060 |
WM |
frxenos@singerxenos.com |
employment@singerxenos.com |
800 S. Douglas Road, Suite 900 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/faithxenos/ |
|
1.985 |
$1.8B |
|
https://www.linkedin.com/company/singer-xenos-wealth-management/ |
http://singerxenos.com/ |
For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. |
|
| Sino Suisse Capital Pte. Ltd. |
Lawrence |
Lee |
Chief Investment Officer |
65 9664 8304 |
WM |
law1983@gmail.com |
mail@sino-suisse.com |
133 Cecil Street #11-02 |
Singapore |
|
069535 |
Singapore |
Asia |
https://www.linkedin.com/in/lawrence-lee-cfa-frm-989961b5/ |
Multi-Asset Investment Focus, Equities, Fixed Income, Options, Commodities, Structured Product |
|
|
|
https://www.linkedin.com/company/sino-suisse-capital-pte-ltd/ |
https://www.sino-suisse.com/ |
Sino Suisse Capital is an independent wealth management firm, providing bespoke financial services to ultra-high net worth individuals across Asia. |
|
| Sisu Wealth Management |
George |
Ray Jr |
Founder |
(972) 918-5132 |
WM |
george@sisuwealth.com |
|
13155 Noel Rd., Suite 900 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/george-ray-748a3428/ |
|
|
|
|
|
http://www.sisuwealth.com/ |
Sisu Wealth Management is keen to work as your trusted partner through the currents of adversity you may face. With our comprehensive investment strategies and collaborative approach, we are dedicated to aligning your financial objectives with the values that are truly important to you. |
|
| SJK Wealth Management |
Scott |
Kleiman |
Founder & Wealth Advisor |
(267) 880-6116 |
WM |
scott.kleiman@lpl.com |
|
182 West Court Street |
Doylestown |
PA |
18901 |
United States of America |
North America |
https://www.linkedin.com/in/sjkwealthmanagement/ |
|
2.001 |
|
|
https://www.linkedin.com/company/sjk-wealth-management/ |
https://sjkwealthmanagement.com/ |
At SJK Wealth Management, our investors become our family: we are a community. Our mission is to serve those investors with unbiased one-on-one advice. No tricks, gimmicks, cookie-cutter solutions, and no limited, proprietary menu of investment options. Just a commitment to knowledgeable, frank, human interactions that make for a unique and transparent experience. Our dynamic wealth management process is designed to keep your needs and investment goals top of mind. It's dynamic because while we are financial plan-centered, we are constantly reviewing, monitoring and measuring your financial achievement, and are always prepared to offer alternatives tailored to you—our client. |
|
| SJK Wealth Management |
Christopher |
Tuck |
Wealth Advisor |
(267) 880-6116 |
WM |
christopher.tuck@lpl.com |
|
182 West Court Street |
Doylestown |
PA |
18901 |
United States of America |
North America |
https://www.linkedin.com/in/sjkwealthmanagement/ |
|
2.001 |
|
|
https://www.linkedin.com/company/sjk-wealth-management/ |
https://sjkwealthmanagement.com/ |
At SJK Wealth Management, our investors become our family: we are a community. Our mission is to serve those investors with unbiased one-on-one advice. No tricks, gimmicks, cookie-cutter solutions, and no limited, proprietary menu of investment options. Just a commitment to knowledgeable, frank, human interactions that make for a unique and transparent experience. Our dynamic wealth management process is designed to keep your needs and investment goals top of mind. It's dynamic because while we are financial plan-centered, we are constantly reviewing, monitoring and measuring your financial achievement, and are always prepared to offer alternatives tailored to you—our client. |
|
| SJK Wealth Management |
Billie |
Lee |
Administrative Assistant |
(267) 880-6116 |
WM |
billie.sonntag@lpl.com |
|
182 West Court Street |
Doylestown |
PA |
18901 |
United States of America |
North America |
https://www.linkedin.com/in/billie-lee-sonntag-821962151/ |
|
2.001 |
|
|
https://www.linkedin.com/company/sjk-wealth-management/ |
https://sjkwealthmanagement.com/ |
At SJK Wealth Management, our investors become our family: we are a community. Our mission is to serve those investors with unbiased one-on-one advice. No tricks, gimmicks, cookie-cutter solutions, and no limited, proprietary menu of investment options. Just a commitment to knowledgeable, frank, human interactions that make for a unique and transparent experience. Our dynamic wealth management process is designed to keep your needs and investment goals top of mind. It's dynamic because while we are financial plan-centered, we are constantly reviewing, monitoring and measuring your financial achievement, and are always prepared to offer alternatives tailored to you—our client. |
|
| SJK Wealth Management |
Lindsey |
Tuck |
LPL Registered Administrative Assistant |
(267) 880-6116 |
WM |
lindsey.tuck@lpl.com |
|
182 West Court Street |
Doylestown |
PA |
18901 |
United States of America |
North America |
https://www.linkedin.com/in/lindseykleiman/ |
|
2.001 |
|
|
https://www.linkedin.com/company/sjk-wealth-management/ |
https://sjkwealthmanagement.com/ |
At SJK Wealth Management, our investors become our family: we are a community. Our mission is to serve those investors with unbiased one-on-one advice. No tricks, gimmicks, cookie-cutter solutions, and no limited, proprietary menu of investment options. Just a commitment to knowledgeable, frank, human interactions that make for a unique and transparent experience. Our dynamic wealth management process is designed to keep your needs and investment goals top of mind. It's dynamic because while we are financial plan-centered, we are constantly reviewing, monitoring and measuring your financial achievement, and are always prepared to offer alternatives tailored to you—our client. |
|
| SJK Wealth Management |
Elizabeth |
LeMay |
Operations Assistant |
(267) 880-6116 |
WM |
elizabeth.lemay@lpl.com |
|
182 West Court Street |
Doylestown |
PA |
18901 |
United States of America |
North America |
https://www.linkedin.com/in/elizabethpiercelemay/ |
|
2.001 |
|
|
https://www.linkedin.com/company/sjk-wealth-management/ |
https://sjkwealthmanagement.com/ |
At SJK Wealth Management, our investors become our family: we are a community. Our mission is to serve those investors with unbiased one-on-one advice. No tricks, gimmicks, cookie-cutter solutions, and no limited, proprietary menu of investment options. Just a commitment to knowledgeable, frank, human interactions that make for a unique and transparent experience. Our dynamic wealth management process is designed to keep your needs and investment goals top of mind. It's dynamic because while we are financial plan-centered, we are constantly reviewing, monitoring and measuring your financial achievement, and are always prepared to offer alternatives tailored to you—our client. |
|
| Skylark Wealth |
Michal |
Skowronski |
Principal |
(415) 881-7569 |
WM |
michal@skylarkwealth.com |
|
2443 Fillmore Street, Num 380-1492 |
San Francisco |
CA |
94115 |
United States of America |
North America |
https://www.linkedin.com/in/michaljs/ |
|
2.016 |
$6 million |
|
https://www.linkedin.com/company/skylark-wealth/ |
https://skylarkwealth.com/ |
An independent fee-only fiduciary San Francisco based wealth management firm focused on securing and actualizing client financial goals. |
|
| SlateStone Wealth |
Sharon "Sherri" |
Daniels |
Co-Founder & Managing Partner |
(561) 244-2504 |
WM |
info@SlateStone.com |
info@SlateStone.com |
4495 Military Trail, Suite 207 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/sherri-a-daniels-55b674127/ |
|
2.017 |
|
|
https://www.linkedin.com/company/slatestone/ |
https://www.slatestone.com/ |
SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning. |
|
| SlateStone Wealth |
Patrick |
Tylander |
Co-Founder & Managing Partner |
(561) 244-2504 |
WM |
info@SlateStone.com |
info@SlateStone.com |
4495 Military Trail, Suite 207 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-tylander-66982523/ |
|
2.017 |
|
|
https://www.linkedin.com/company/slatestone/ |
https://www.slatestone.com/ |
SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning. |
|
| SlateStone Wealth |
David |
Costigan |
Managing Partner |
(561) 244-2504 |
WM |
info@SlateStone.com |
info@SlateStone.com |
4495 Military Trail, Suite 207 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/david-costigan-33867312/ |
|
2.017 |
|
|
https://www.linkedin.com/company/slatestone/ |
https://www.slatestone.com/ |
SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning. |
|
| SlateStone Wealth |
Kenneth |
Polcari |
Managing Partner |
Mobile: (914) 420-3835 |
WM |
kpolcari@slatestone.com |
info@SlateStone.com |
4495 Military Trail, Suite 207 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/kennypolcari/ |
|
2.017 |
|
|
https://www.linkedin.com/company/slatestone/ |
https://www.slatestone.com/ |
SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning. |
|
| Smallwood Wealth Management |
John |
Smallwood |
Senior Wealth Advisor |
(800) 797-1000 |
WM |
johnl@smallwoodwealth.com |
|
199 Broad St. |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/john-l-smallwood-7821032/ |
|
1.990 |
|
|
https://www.linkedin.com/company/smallwood-wealth-management/ |
https://www.smallwoodassociates.com/ |
The Smallwood Wealth Investment Management Process follows five main steps. The first step, The Wealth Curve Conversation, is a holistic approach and an in-depth discovery of your lifestyle, your financial situation, your risks, and your goals. We aggregate all the aspects of your current financial plan into one big picture, called The Wealth Curve Blueprint. It will show you the opportunities and deficiencies of your current plan. We move onto step three which is The Wealth Curve Score Card. This score card is a powerful visual tool that highlights where your plan is strong and where it needs some attention. |
|
| Smallwood Wealth Management |
Edward |
Bao Jr |
Senior Wealth Advisor |
(800) 797-1000 |
WM |
edwardb@smallwoodwealth.com |
|
199 Broad St. |
Red Bank |
NJ |
07701 |
United States of America |
North America |
https://www.linkedin.com/in/edwardbaocfpaif/ |
|
1.990 |
|
|
https://www.linkedin.com/company/smallwood-wealth-management/ |
https://www.smallwoodassociates.com/ |
The Smallwood Wealth Investment Management Process follows five main steps. The first step, The Wealth Curve Conversation, is a holistic approach and an in-depth discovery of your lifestyle, your financial situation, your risks, and your goals. We aggregate all the aspects of your current financial plan into one big picture, called The Wealth Curve Blueprint. It will show you the opportunities and deficiencies of your current plan. We move onto step three which is The Wealth Curve Score Card. This score card is a powerful visual tool that highlights where your plan is strong and where it needs some attention. |
|
| Smallwood Wealth Management |
Leanne |
Menzel |
Client Services Administrator |
(800) 797-1000 |
WM |
lmenzel@smallwoodwealth.com |
|
199 Broad St. |
Red Bank |
NJ |
07701 |
United States of America |
North America |
|
|
1.990 |
|
|
https://www.linkedin.com/company/smallwood-wealth-management/ |
https://www.smallwoodassociates.com/ |
The Smallwood Wealth Investment Management Process follows five main steps. The first step, The Wealth Curve Conversation, is a holistic approach and an in-depth discovery of your lifestyle, your financial situation, your risks, and your goals. We aggregate all the aspects of your current financial plan into one big picture, called The Wealth Curve Blueprint. It will show you the opportunities and deficiencies of your current plan. We move onto step three which is The Wealth Curve Score Card. This score card is a powerful visual tool that highlights where your plan is strong and where it needs some attention. |
|
| SMF Wealth Management |
John |
Robinson |
State Manager SMF / Authorised Representative of Consultum / CFP® / SA Fin / GAICD |
61 3 6215 5900 |
WM |
john.robinson@smf.com.au |
hobartwm@smf.com.au |
GPO Box 529 |
Hobart |
TAS |
7001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/john-robinson-75197671/ |
|
|
$615M |
|
https://www.linkedin.com/company/smf-wealth-management-pty/ |
https://www.smf.com.au/ |
With offices in Hobart and Launceston, SMF Wealth Management has the breadth and experience to provide you with the appropriate financial solutions. We believe that providing you with the tools and advice to help you achieve your goals is at the forefront of what we do.
We will work with you to develop a tailored plan that provides you with a snapshot of your current position, our recommendations, and demonstrating how our recommendations will help you achieve a better outcome for both you and the ones you love. |
|
| SMF Wealth Management |
Jonathon |
Croome |
Authorised Representative of Consultum / Senior Financial Planner / CFP® / B. Com / Dip FP |
61 3 6215 5900 |
WM |
jonathon.croome@smf.com.au |
hobartwm@smf.com.au |
GPO Box 529 |
Hobart |
TAS |
7001 |
Australia |
Australia / Oceania |
|
|
|
$615M |
|
https://www.linkedin.com/company/smf-wealth-management-pty/ |
https://www.smf.com.au/ |
With offices in Hobart and Launceston, SMF Wealth Management has the breadth and experience to provide you with the appropriate financial solutions. We believe that providing you with the tools and advice to help you achieve your goals is at the forefront of what we do.
We will work with you to develop a tailored plan that provides you with a snapshot of your current position, our recommendations, and demonstrating how our recommendations will help you achieve a better outcome for both you and the ones you love. |
|
| SMF Wealth Management |
Tony |
Smith |
Authorised Representative of Consultum / Senior Financial Planner / Dip FP |
61 3 6215 5900 |
WM |
tony.smith@smf.com.au |
hobartwm@smf.com.au |
GPO Box 529 |
Hobart |
TAS |
7001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/tony-smith-89b3b330/ |
|
|
$615M |
|
https://www.linkedin.com/company/smf-wealth-management-pty/ |
https://www.smf.com.au/ |
With offices in Hobart and Launceston, SMF Wealth Management has the breadth and experience to provide you with the appropriate financial solutions. We believe that providing you with the tools and advice to help you achieve your goals is at the forefront of what we do.
We will work with you to develop a tailored plan that provides you with a snapshot of your current position, our recommendations, and demonstrating how our recommendations will help you achieve a better outcome for both you and the ones you love. |
|
| SMF Wealth Management |
Alan |
Palmer |
Authorised Representative of Consultum / Senior Financial Planner / CFP® / Dip FP |
61 3 6215 5900 |
WM |
alan.palmer@smf.com.au |
hobartwm@smf.com.au |
GPO Box 529 |
Hobart |
TAS |
7001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/alan-palmer-56776669/ |
|
|
$615M |
|
https://www.linkedin.com/company/smf-wealth-management-pty/ |
https://www.smf.com.au/ |
With offices in Hobart and Launceston, SMF Wealth Management has the breadth and experience to provide you with the appropriate financial solutions. We believe that providing you with the tools and advice to help you achieve your goals is at the forefront of what we do.
We will work with you to develop a tailored plan that provides you with a snapshot of your current position, our recommendations, and demonstrating how our recommendations will help you achieve a better outcome for both you and the ones you love. |
|
| Smith & Howard Wealth Management, LLC |
Mark |
Abrams |
Partner |
(404) 874-6244 |
WM |
mabrams@smith-howard.com |
info@smithhowardwealth.com |
271 17th Street, NW, Suite 1600 |
Atlanta |
GA |
30363 |
United States of America |
North America |
https://www.linkedin.com/in/mark-abrams-5105211/ |
|
1.971 |
$1.2B |
|
https://www.smith-howard.com/ |
https://www.smithhowardwealth.com/ |
Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO. More than simply investment management advisors, the team at Smith & Howard Wealth Management brings a well-rounded, organized approach to the maze of issues that affect the growth and preservation of wealth, and ultimately the satisfaction of reaching your financial goals. |
|
| Smith & Howard Wealth Management, LLC |
John |
Lucht |
Managing Partner |
(404) 874-6244 |
WM |
jlucht@smith-howard.com |
info@smithhowardwealth.com |
271 17th Street, NW, Suite 1600 |
Atlanta |
GA |
30363 |
United States of America |
North America |
https://www.linkedin.com/in/johnlucht/ |
|
1.971 |
$1.2B |
|
https://www.smith-howard.com/ |
https://www.smithhowardwealth.com/ |
Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO. More than simply investment management advisors, the team at Smith & Howard Wealth Management brings a well-rounded, organized approach to the maze of issues that affect the growth and preservation of wealth, and ultimately the satisfaction of reaching your financial goals. |
|
| Smith & Howard Wealth Management, LLC |
Paul |
Atkinson |
Partner |
(404) 874-6244 |
WM |
patkinson@smith-howard.com |
info@smithhowardwealth.com |
271 17th Street, NW, Suite 1600 |
Atlanta |
GA |
30363 |
United States of America |
North America |
https://www.linkedin.com/in/atkinsonpaul/ |
|
1.971 |
$1.2B |
|
https://www.smith-howard.com/ |
https://www.smithhowardwealth.com/ |
Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO. More than simply investment management advisors, the team at Smith & Howard Wealth Management brings a well-rounded, organized approach to the maze of issues that affect the growth and preservation of wealth, and ultimately the satisfaction of reaching your financial goals. |
|
| Smith & Howard Wealth Management, LLC |
Marc |
Azar |
Partner |
(404) 874-6244 |
WM |
mazar@smith-howard.com |
info@smithhowardwealth.com |
271 17th Street, NW, Suite 1600 |
Atlanta |
GA |
30363 |
United States of America |
North America |
https://www.linkedin.com/in/marcazar/ |
|
1.971 |
$1.2B |
|
https://www.smith-howard.com/ |
https://www.smithhowardwealth.com/ |
Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO. More than simply investment management advisors, the team at Smith & Howard Wealth Management brings a well-rounded, organized approach to the maze of issues that affect the growth and preservation of wealth, and ultimately the satisfaction of reaching your financial goals. |
|
| Smith & Howard Wealth Management, LLC |
Melissa |
Horne |
Partner |
(404) 874-6244 |
WM |
mhorne@smith-howard.com |
info@smithhowardwealth.com |
271 17th Street, NW, Suite 1600 |
Atlanta |
GA |
30363 |
United States of America |
North America |
https://www.linkedin.com/in/melissahorne/ |
|
1.971 |
$1.2B |
|
https://www.smith-howard.com/ |
https://www.smithhowardwealth.com/ |
Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO. More than simply investment management advisors, the team at Smith & Howard Wealth Management brings a well-rounded, organized approach to the maze of issues that affect the growth and preservation of wealth, and ultimately the satisfaction of reaching your financial goals. |
|
| Smith Affiliated Capital (SAC) |
Matthew |
Smith |
President, Co-CIO, Portfolio Manager, Enhanced Fixed Investments |
(212) 644-9440 |
WM |
msmith@smithcapital.com |
info@smithcapital.com |
88 Pine Street, 5th Floor |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-smith-33788210/ |
|
|
$2B |
|
|
http://www.smithcapital.com/ |
We are an investment management firm rooted in the ideals of the West and dedicated to the principles of integrity and accountability. Our word and the bond it carries are the bedrock upon which we are built. We have assembled an experienced team with a focus on investing, people, and culture – and an unrelenting drive to serve our clients. |
|
| Smith Affiliated Capital (SAC) |
Jiang |
Peng |
Co-CIO, Portfolio Manager Performance Analytics / Credit Research |
(212) 644-9440 |
WM |
jpeng@smithcapital.com |
info@smithcapital.com |
88 Pine Street, 5th Floor |
New York |
NY |
10005 |
United States of America |
North America |
https://www.linkedin.com/in/jiang-peng-b995677/ |
|
|
$2B |
|
|
http://www.smithcapital.com/ |
We are an investment management firm rooted in the ideals of the West and dedicated to the principles of integrity and accountability. Our word and the bond it carries are the bedrock upon which we are built. We have assembled an experienced team with a focus on investing, people, and culture – and an unrelenting drive to serve our clients. |
|
| Smith Anglin Financial |
Steve |
Anglin |
Partner and Wealth Advisor |
(972) 267-1244 |
WM |
sanglin@smithanglin.com |
contact@smithanglin.com |
14755 Preston Road Suite 700 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/stevenanglin/ |
|
2.001 |
$554 million |
|
https://www.linkedin.com/company/smith-anglin-financial/ |
http://www.smithanglin.com |
Smith Anglin is a Wealth Management firm that helps clients make financial and tax decisions triggered by unique life events that occur before, at and after retirement. As stewards of their wealth, our goal is provide peace of mind by conscientiously helping our clients secure their financial status over the course of their lives. |
|
| Smith Anglin Financial |
Chris |
Lott |
Partner and Wealth Advisor |
(972) 267-1244 |
WM |
clott@smithanglin.com |
contact@smithanglin.com |
14755 Preston Road Suite 700 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/lottchris/ |
|
2.001 |
$554 million |
|
https://www.linkedin.com/company/smith-anglin-financial/ |
http://www.smithanglin.com |
Smith Anglin is a Wealth Management firm that helps clients make financial and tax decisions triggered by unique life events that occur before, at and after retirement. As stewards of their wealth, our goal is provide peace of mind by conscientiously helping our clients secure their financial status over the course of their lives. |
|
| Smith Anglin Financial |
Rex |
Moxley |
Partner and Wealth Advisor |
(972) 267-1244 |
WM |
rmoxley@smithanglin.com |
contact@smithanglin.com |
14755 Preston Road Suite 700 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/rexmoxley/ |
|
2.001 |
$554 million |
|
https://www.linkedin.com/company/smith-anglin-financial/ |
http://www.smithanglin.com |
Smith Anglin is a Wealth Management firm that helps clients make financial and tax decisions triggered by unique life events that occur before, at and after retirement. As stewards of their wealth, our goal is provide peace of mind by conscientiously helping our clients secure their financial status over the course of their lives. |
|
| Smith Anglin Financial |
Weston |
Pollock |
Partner and Wealth Advisor |
(972) 267-1244 |
WM |
wpollock@smithanglin.com |
contact@smithanglin.com |
14755 Preston Road Suite 700 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/weston-pollock-8ba51815/ |
|
2.001 |
$554 million |
|
https://www.linkedin.com/company/smith-anglin-financial/ |
http://www.smithanglin.com |
Smith Anglin is a Wealth Management firm that helps clients make financial and tax decisions triggered by unique life events that occur before, at and after retirement. As stewards of their wealth, our goal is provide peace of mind by conscientiously helping our clients secure their financial status over the course of their lives. |
|
| Smith Group Asset Management |
John |
Brim |
President, Portfolio Manager |
(214) 880-4600 |
WM |
john@smithasset.com |
info@smithasset.com |
100 Crescent Ct., Suite 1150 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/john-brim-9b561a4/ |
|
1.995 |
$4B |
|
https://www.linkedin.com/company/smith-group-asset-management/ |
https://smithasset.com/ |
Smith Asset Management Group is based in Dallas, Texas and is dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. The firm takes a team-based approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time. |
|
| Smith Shellnut Wilson |
Frank |
Smith |
Principal |
(601) 605-1776 |
WM |
franks@ssw1776.com |
|
661 Sunnybrook Rd., Suite 130 |
Ridgeland |
MS |
39157 |
United States of America |
North America |
https://www.linkedin.com/in/frank-smith-jr-5233804b/ |
|
|
|
|
|
https://www.ssw1776.com/ |
Smith Shellnut Wilson (SSW) is a registered investment advisor specializing in managing investment portfolios for individuals, corporations, and foundations. SSW offers its clients a combination of skilled investment management and unremitting client service. Smith Shellnut Wilson is dedicated to the premise that client relationships and performance, not transactions, are the ultimate goals. |
|
| Smith Shellnut Wilson |
William |
Johnson, Jr |
Principal |
(601) 605-1776 |
WM |
willj@ssw1776.com |
|
661 Sunnybrook Rd., Suite 130 |
Ridgeland |
MS |
39157 |
United States of America |
North America |
|
|
|
|
|
|
https://www.ssw1776.com/ |
Smith Shellnut Wilson (SSW) is a registered investment advisor specializing in managing investment portfolios for individuals, corporations, and foundations. SSW offers its clients a combination of skilled investment management and unremitting client service. Smith Shellnut Wilson is dedicated to the premise that client relationships and performance, not transactions, are the ultimate goals. |
|
| Smith Shellnut Wilson |
Kenneth |
Lott |
Principal |
(601) 605-1776 |
WM |
kennethl@ssw1776.com |
|
661 Sunnybrook Rd., Suite 130 |
Ridgeland |
MS |
39157 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-lott-86a0b819/ |
|
|
|
|
|
https://www.ssw1776.com/ |
Smith Shellnut Wilson (SSW) is a registered investment advisor specializing in managing investment portfolios for individuals, corporations, and foundations. SSW offers its clients a combination of skilled investment management and unremitting client service. Smith Shellnut Wilson is dedicated to the premise that client relationships and performance, not transactions, are the ultimate goals. |
|
| Snow Garrett Wealth Management |
Wayne |
Garrett |
Chief Executive Officer |
(817) 550-6750 |
WM |
wayne@sg-wealth.com |
info@sg-wealth.com |
201 Fort Worth Hwy. |
Weatherford |
TX |
76086 |
United States of America |
North America |
https://www.linkedin.com/in/garrettwayne/ |
|
|
|
|
http://www.sg-wealth.com/ |
https://bentoakcapital.com/ |
BentOak Capital, a registered investment advisor and separate entity from LPL Financial. |
|
| Snow Garrett Wealth Management |
Brandon |
Garrett |
President & Chief Investment Officer |
(817) 550-6750 |
WM |
brandon@sg-wealth.com |
info@sg-wealth.com |
201 Fort Worth Hwy. |
Weatherford |
TX |
76086 |
United States of America |
North America |
https://www.linkedin.com/in/brandonwgarrett/ |
|
|
|
|
http://www.sg-wealth.com/ |
https://bentoakcapital.com/ |
BentOak Capital, a registered investment advisor and separate entity from LPL Financial. |
|
| Snow Garrett Wealth Management |
Stefan |
Simpson |
Chief Compliance Officer & Director of Business Operations |
(817) 550-6750 |
WM |
stefan@sg-wealth.com |
info@sg-wealth.com |
201 Fort Worth Hwy. |
Weatherford |
TX |
76086 |
United States of America |
North America |
https://www.linkedin.com/in/stefan-simpson-52a637163/ |
|
|
|
|
http://www.sg-wealth.com/ |
https://bentoakcapital.com/ |
BentOak Capital, a registered investment advisor and separate entity from LPL Financial. |
|
| SOL Capital Management Company |
Ernest |
Odinec |
Managing Director |
(301) 881-3727 |
WM |
eodinec@sol-capital.com |
info@sol-capital.com |
111 Rockville Pike, Suite 750 |
Rockville |
MD |
20850 |
United States of America |
North America |
https://www.linkedin.com/in/ernest-odinec-0b76a824/ |
|
1.987 |
$1.9B |
|
https://www.linkedin.com/company/sol-capital-management-company |
http://www.sol-capital.com/ |
SOL Capital Management is a registered investment adviser serving the needs of institutions and high-net-worth individuals. We have been in business since 1987 and currently manage approximately $2.5 billion for clients worldwide. Through highly customized portfolios, we provide access to a broad range of asset classes and investment strategies. |
|
| SOL Capital Management Company |
Karin |
Schultz |
Senior Investment Analyst & Portfolio Manager |
(301) 881-3727 |
WM |
kschultz@sol-capital.com |
info@sol-capital.com |
111 Rockville Pike, Suite 750 |
Rockville |
MD |
20850 |
United States of America |
North America |
https://www.linkedin.com/in/karin-schultz-5174a9/ |
|
1.987 |
$1.9B |
|
https://www.linkedin.com/company/sol-capital-management-company |
http://www.sol-capital.com/ |
SOL Capital Management is a registered investment adviser serving the needs of institutions and high-net-worth individuals. We have been in business since 1987 and currently manage approximately $2.5 billion for clients worldwide. Through highly customized portfolios, we provide access to a broad range of asset classes and investment strategies. |
|
| Solid Wealth Company |
Dirk |
Wall |
Founder |
(208) 350-7283 |
WM |
dirk@solidwealthco.com |
dirk@solidwealthco.com |
3715 E Overland, Suite 170 |
Meridian |
ID |
83642 |
United States of America |
North America |
https://www.linkedin.com/in/dirkwall/ |
|
2.014 |
|
|
https://www.linkedin.com/company/solid-wealth-company/ |
http://solidwealthco.com/ |
Solid Wealth Company’s mission is to make a positive impact in our clients’ confidence and financial outlook. Our primary focus is on income planning, cash flow management, investment planning, asset management and retirement account distribution through the use of investments and insurance products, if applicable. Dirk Wall founded Solid Wealth Company to be independent from corporate influences such as required quotas or a board of directors. When shareholders come first, it forces one to sell company-only products. This was critical to fulfilling Dirk’s objective of truly finding the best tools to help families. |
|
| Soloff Wealth Management |
Adam |
Soloff |
Founder & Managing Member |
(215) 874-7147 |
WM |
Adam.Soloff@SoloffWealth.com |
info@SoloffWealth.com |
654 Red Lion Road, 2nd Floor |
Huntingdon Valley |
PA |
19006 |
United States of America |
North America |
https://www.linkedin.com/in/adamsoloff/ |
|
2.006 |
$70M |
|
|
https://www.soloffwealth.com/ |
Soloff Wealth’s mission is to help our clients achieve True Wealth through planning, investment management, education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and wealth planning strategies, serving affluent families, business owners, executives and institutions. |
|
| Soloff Wealth Management |
Heather |
Soloff |
Client Success Coordinator |
(215) 874-7147 |
WM |
heather.soloff@soloffwealth.com |
info@SoloffWealth.com |
654 Red Lion Road, 2nd Floor |
Huntingdon Valley |
PA |
19006 |
United States of America |
North America |
https://www.linkedin.com/in/heather-soloff-20b44339/ |
|
2.006 |
$70M |
|
|
https://www.soloffwealth.com/ |
Soloff Wealth’s mission is to help our clients achieve True Wealth through planning, investment management, education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and wealth planning strategies, serving affluent families, business owners, executives and institutions. |
|
| Solomon CPAs & Financial Services PLLC |
Chris |
Solomon |
Partner |
(602) 773-6830 |
WM |
chris@solomoncpaz.com |
cpa@solomoncpaz.com |
7254 East Southern Ave. Suite 103 |
Mesa |
AZ |
85209 |
United States of America |
North America |
https://www.linkedin.com/in/ctsolomoncpa/ |
|
2.008 |
|
|
https://www.linkedin.com/company/solomon-cpas-&-financial-planner/ |
http://www.solomoncpaz.com/ |
Solomon CPAs & Financial Services PLLC is a financial organization in Mesa, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in tax, accounting, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Investment services are offered by Chris Solomon and Rick Solomon through affiliation with HD Vest. |
|
| Solomon CPAs & Financial Services PLLC |
Rick |
Solomon |
Owner |
(602) 773-6830 |
WM |
rick@solomoncpaz.com |
cpa@solomoncpaz.com |
7254 East Southern Ave. Suite 103 |
Mesa |
AZ |
85209 |
United States of America |
North America |
https://www.linkedin.com/in/solomonr/ |
|
2.008 |
|
|
https://www.linkedin.com/company/solomon-cpas-&-financial-planner/ |
http://www.solomoncpaz.com/ |
Solomon CPAs & Financial Services PLLC is a financial organization in Mesa, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in tax, accounting, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Investment services are offered by Chris Solomon and Rick Solomon through affiliation with HD Vest. |
|
| Soltis Investment Advisors |
Ben |
Justice |
Senior Advisor |
(800) 735-1601 |
WM |
ben@soltisadvisors.com |
wealth@soltisadvisors.com |
2131 E. Kirkwood, Suite 130 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/benjamin-w-justice-208a6634/ |
|
1.993 |
|
|
https://www.linkedin.com/company/soltis-investment-advisors/ |
https://soltisadvisors.com/ |
Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. |
|
| Solutions 4 Wealth |
Donald |
Hatcher |
President |
(817) 934-7010 |
WM |
donny@apnow.com |
info@Solutions4Wealth.com |
566 N. Kimball Ave., Suite 120 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/donald-hatcher-8295ba/ |
|
|
|
|
https://www.linkedin.com/company/solutions-4-wealth/ |
https://www.solutions4wealth.com/ |
Solutions 4 Wealth’s approach to investing is to efficiently take advantage of the good aspects of public markets while also opening up your investment horizon to other possibilities using contracts, real estate, and private markets. Let us show you how to maximize your investment opportunities. |
|
| Sonder Private Wealth Management, LLC |
Renee |
Duba |
Founder |
(312) 401-0033 |
WM |
renee@sonderwealth.com |
info@sonderwealth.com |
|
Chicago |
IL |
|
United States of America |
North America |
https://www.linkedin.com/in/reneeduba/ |
|
2.017 |
|
|
|
https://sonderwealth.com/ |
With over 30 years of experience, Sonder Wealth provides high-quality, high-touch holistic, independent, and unbiased financial advisory and investment management services to families, business owners, and non-profit organizations. In concert with your other advisors, Sonder Wealth can address the entire spectrum of challenging financial issues you may be facing today. From growing to preserving wealth, funding higher education and retirement, transitioning your business or leaving a legacy, Sonder has the professional services to design a plan for the road ahead. |
|
| Sonora Investment Management, LLC |
Bradley |
Toland, Jr |
Partner |
(480) 474-4188 |
WM |
btoland@invmgmt.com |
tmckasson@invmgmt.com |
11220 North Tatum Blvd., Suite 103 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/brad-toland-b4641734/ |
|
1.986 |
$1B |
|
|
https://invmgmt.com/ |
Sonora Investment Management is an independently owned Registered Investment Advisor founded in 1986. The firm manages investment portfolios for individuals, trusts, pension funds and corporations. Sonora Investment Management never maintains physical custody of client assets.
The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis. Sonora currently manages over $1 billion in assets with offices in Phoenix and Tucson, Arizona. |
|
| Sonora Investment Management, LLC |
Douglas |
Rogers |
Partner |
(480) 474-4188 |
WM |
drogers@invmgmt.com |
tmckasson@invmgmt.com |
11220 North Tatum Blvd., Suite 103 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/doug-rogers-a7902231/ |
|
1.986 |
$1B |
|
|
https://invmgmt.com/ |
Sonora Investment Management is an independently owned Registered Investment Advisor founded in 1986. The firm manages investment portfolios for individuals, trusts, pension funds and corporations. Sonora Investment Management never maintains physical custody of client assets.
The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis. Sonora currently manages over $1 billion in assets with offices in Phoenix and Tucson, Arizona. |
|
| Sonora Investment Management, LLC |
Tim |
Wilcox |
Partner |
(480) 474-4188 |
WM |
twilcox@invmgmt.com |
tmckasson@invmgmt.com |
11220 North Tatum Blvd., Suite 103 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/tim-wilcox-2228465/ |
|
1.986 |
$1B |
|
|
https://invmgmt.com/ |
Sonora Investment Management is an independently owned Registered Investment Advisor founded in 1986. The firm manages investment portfolios for individuals, trusts, pension funds and corporations. Sonora Investment Management never maintains physical custody of client assets.
The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis. Sonora currently manages over $1 billion in assets with offices in Phoenix and Tucson, Arizona. |
|
| Sonora Investment Management, LLC |
Grahams |
Gaines IV |
Partner |
(480) 474-4188 |
WM |
ggaines@invmgmt.com |
tmckasson@invmgmt.com |
11220 North Tatum Blvd., Suite 103 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/l-graham-gaines-iv-8483a928/ |
|
1.986 |
$1B |
|
|
https://invmgmt.com/ |
Sonora Investment Management is an independently owned Registered Investment Advisor founded in 1986. The firm manages investment portfolios for individuals, trusts, pension funds and corporations. Sonora Investment Management never maintains physical custody of client assets.
The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis. Sonora currently manages over $1 billion in assets with offices in Phoenix and Tucson, Arizona. |
|
| Sonora Investment Management, LLC |
Michael |
Arko |
Partner |
(480) 474-4188 |
WM |
marko@invmgmt.com |
tmckasson@invmgmt.com |
11220 North Tatum Blvd., Suite 103 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
https://www.linkedin.com/in/michael-arko-503b076/ |
|
1.986 |
$1B |
|
|
https://invmgmt.com/ |
Sonora Investment Management is an independently owned Registered Investment Advisor founded in 1986. The firm manages investment portfolios for individuals, trusts, pension funds and corporations. Sonora Investment Management never maintains physical custody of client assets.
The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis. Sonora currently manages over $1 billion in assets with offices in Phoenix and Tucson, Arizona. |
|
| Sonora Investment Management, LLC |
Noah |
Putnam |
Managing Director |
Direct: (520) 624-4554 |
WM |
nputnam@invmgmt.com |
tmckasson@invmgmt.com |
11220 North Tatum Blvd., Suite 103 |
Phoenix |
AZ |
85028 |
United States of America |
North America |
|
|
1.986 |
$1B |
|
|
https://invmgmt.com/ |
Sonora Investment Management is an independently owned Registered Investment Advisor founded in 1986. The firm manages investment portfolios for individuals, trusts, pension funds and corporations. Sonora Investment Management never maintains physical custody of client assets.
The firm constructs customized portfolios of individual equity and fixed income securities based on the goals and needs of each client. Depending on suitability, portfolios can range from a short-term fixed income approach to a long-term equity emphasis. Sonora currently manages over $1 billion in assets with offices in Phoenix and Tucson, Arizona. |
|
| Sound Wealth Management Group |
Gary |
Vescio |
Managing Director / SVP - Investments |
(561) 293-3500 |
WM |
gary.vescio@raymondjames.com |
|
3801 PGA Boulevard, Suite 910 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/gary-vescio-247ab213/ |
|
|
|
|
|
https://www.raymondjames.com/soundwealthmanagement/ |
Our SOUND WEALTH MANAGEMENT GROUP of Raymond James financial advisory team provides a complete array of financial and investment management services for individuals, institutions, artists, musicians and doctors. |
|
| Sound Wealth Management Group |
Brandon |
Levine |
Senior Portfolio & Investment Specialist |
(561) 293-3500 |
WM |
brandon.levine@raymondjames.com |
|
3801 PGA Boulevard, Suite 910 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/levinebrandon/ |
|
|
|
|
|
https://www.raymondjames.com/soundwealthmanagement/ |
Our SOUND WEALTH MANAGEMENT GROUP of Raymond James financial advisory team provides a complete array of financial and investment management services for individuals, institutions, artists, musicians and doctors. |
|
| Sound Wealth Management Group |
Adriana |
Zeron |
Registered Client Service Associate |
(561) 293-3500 |
WM |
adriana.zeron@raymondjames.com |
|
3801 PGA Boulevard, Suite 910 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
https://www.linkedin.com/in/adriana-zeron-a62074102/ |
|
|
|
|
|
https://www.raymondjames.com/soundwealthmanagement/ |
Our SOUND WEALTH MANAGEMENT GROUP of Raymond James financial advisory team provides a complete array of financial and investment management services for individuals, institutions, artists, musicians and doctors. |
|
| Sound Wealth Management Group |
Molly |
Haga |
Senior Practice Marketing Associate |
(561) 293-3500 |
WM |
Molly.Haga@RaymondJames.com |
|
3801 PGA Boulevard, Suite 910 |
Palm Beach Gardens |
FL |
33410 |
United States of America |
North America |
|
|
|
|
|
|
https://www.raymondjames.com/soundwealthmanagement/ |
Our SOUND WEALTH MANAGEMENT GROUP of Raymond James financial advisory team provides a complete array of financial and investment management services for individuals, institutions, artists, musicians and doctors. |
|
| Source Financial Advisors LLC |
Michelle |
Smith |
CEO |
(212) 273-0400 |
WM |
msmith@sourcefa.com |
info@sourcefa.com |
545 5th Avenue, Suite 1100 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/divorceconsigliere/ |
|
2.012 |
$278 million |
|
https://www.linkedin.com/company/source-financial-advisors/ |
https://www.sourcefa.com |
Financial Inspiration is an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This is not your father's money management. This is not your husband's money management. This is your financial freedom. |
|
| South Florida Wealth Management, LLC |
Ellen |
Gallagher |
Financial Advisor |
(561) 840-8440 |
WM |
e.gallagher@taiadvisor.com |
e.gallagher@taiadvisor.com |
701 Us Highway 1, Suite 404 |
North Palm Beach |
FL |
33408 |
United States of America |
North America |
|
|
|
|
|
|
https://www.southfloridawealthmanagement.com/ |
At South Florida Wealth Management we work with individuals, business owners, and fiduciaries to provide financial solutions for 4 important goals:
> Create and grow wealth
> Protect and preserve assets
> Plan for tax advantaged distribution of wealth during one's lifetime
> Plan for tax advantaged distribution of wealth at death
We are an independent advisory firm, free from the conflicts of interest that plague many advisors and firms. We offer objective and independent advice using the best financial solutions to help you reach your goals. Together, we'll create a personalized strategy based upon your current and long-term goals. As those goals change over time, we'll work with you to review and adjust your strategy. Every client is important to us, and we value those relationships. |
|
| Southern Wealth Management LLP |
Richard |
Jones |
Managing Partner |
(210) 402-7200 |
WM |
dick.jones@southernwealth.com |
|
1826 North Loop 1604 West, Suite 260 |
San Antonio |
TX |
78248 |
United States of America |
North America |
https://www.linkedin.com/in/dick-jones-bb444725/ |
|
|
$2,184 million |
|
|
http://www.southernwealth.com/ |
Southern Wealth Management, LLP provides investment management services. The Company offers business valuation, bookkeeping, bill paying, financial planning, investment advisory, tax compliance, and consulting services. Southern Wealth Management operates in the United States. |
|
| Southern Wealth Management LLP |
Michael |
Horlick |
Partner |
(972) 661-4600 |
WM |
michael.horlick@southernwealth.com |
|
5005 LBJ Freeway, Suite 1313 |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/michael-horlick-37361011/ |
|
|
$2,184 million |
|
|
http://www.southernwealth.com/ |
Southern Wealth Management, LLP provides investment management services. The Company offers business valuation, bookkeeping, bill paying, financial planning, investment advisory, tax compliance, and consulting services. Southern Wealth Management operates in the United States. |
|
| Southern Wealth Management LLP |
Kelly |
Pattillo |
Principal |
(972) 661-4600 |
WM |
kelly.pattillo@southernwealth.com |
|
5005 LBJ Freeway, Suite 1313 |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-pattillo-226b9ab/ |
|
|
$2,184 million |
|
|
http://www.southernwealth.com/ |
Southern Wealth Management, LLP provides investment management services. The Company offers business valuation, bookkeeping, bill paying, financial planning, investment advisory, tax compliance, and consulting services. Southern Wealth Management operates in the United States. |
|
| Southlake Financial Services |
Darrell |
Todd |
Financial Advisor |
(972) 996-2565 |
WM |
darrelltodd@swsfinancial.com |
|
578 N. Kimball Avenue Suite 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/darrell-todd-b6007b12a/ |
|
|
|
|
|
http://www.darrelltodd.com/ |
We are a full-service financial firm providing you with the highest level of products and services to help build and protect your wealth. We offer personalized planning, objective advice, and dedication to help you achieve success as an investor. With our resources and capabilities, we can help you develop and maintain a sound investment strategy - one that can give you peace of mind and security. |
|
| Southwestern Retirement Planning Advisors Inc. |
Kurt |
Rohrs |
Financial Planning Advisor |
(480) 812-8640 |
WM |
kurtrohrs@SWRetire.com |
info@swretire.com |
3800 S. Alma School Road, Suite 123 |
Chandler |
AZ |
85248 |
United States of America |
North America |
https://www.linkedin.com/in/swretire/ |
|
2.001 |
|
|
https://www.linkedin.com/company/southwestern-retirement-planning-advisors-inc-/ |
https://swretire.com/ |
Retirement Planning and Personal Wealth Management ... Southwestern Retirement Planning Advisors, Inc. takes a comprehensive Wealth Management approach to integrate Financial Planning and Investment Portfolio Management in order to bring about a well-managed strategy for Financial Independence. We plan for the long term to provide adequate income, portfolio growth, tax-favored strategies and asset protection for our clients. |
|
| Sovereign Wealth Management |
D.R. |
Nelson |
CEO, President |
(972) 679-4107 |
WM |
dr@swmplanning.com |
|
713 Main Street |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/drnelsonjr/ |
|
|
|
|
https://www.linkedin.com/company/sovereignwealthmgmt/ |
https://swmplanning.com/ |
Sovereign Wealth Management has helped successful individuals and families plan for their futures for more than 25 years. As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected... and unexpected. We work as your partner, providing you with counsel on an ongoing basis. Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about. |
|
| Sovereign Wealth Management |
Andrea |
Nelson |
Director of Client Experience |
(972) 679-4107 |
WM |
andrea@swmplanning.com |
|
713 Main Street |
Coppell |
TX |
75019 |
United States of America |
North America |
https://www.linkedin.com/in/andreanelsonaz/ |
|
|
|
|
https://www.linkedin.com/company/sovereignwealthmgmt/ |
https://swmplanning.com/ |
Sovereign Wealth Management has helped successful individuals and families plan for their futures for more than 25 years. As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected... and unexpected. We work as your partner, providing you with counsel on an ongoing basis. Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about. |
|
| Sovereignty Wealth Adivsors LLC |
Russell |
Gebhard |
President, Principal Partner |
(713) 527-3400 |
WM |
rgebhard@sovereigngrp.com |
info@sovereigngrp.com |
3120 Southwest Freeway Suite 500 |
Houston |
TX |
77098 |
United States of America |
North America |
https://www.linkedin.com/in/rustygebhard |
|
2.005 |
|
|
https://www.linkedin.com/company/sovereign-investment-group/ |
http://www.sovereigngrp.com |
Sovereign Investment Group is an independent wealth management firm managing over $800 million in client assets through LPL Financial, the nation’s largest independent broker dealer. *As reported by Financial Planning magazine, June 1996-2011, based on total revenue. Sovereign Investment Group serves over 6,000 clients nationwide and across southeast Texas who include high net-worth individuals and families. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. |
|
| Sovereignty Wealth Adivsors LLC |
David |
Hanson |
Managing Director |
(713) 527-3400 |
WM |
david.hanson@lpl.com |
info@sovereigngrp.com |
3120 Southwest Freeway Suite 500 |
Houston |
TX |
77098 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/sovereign-investment-group/ |
http://www.sovereigngrp.com |
Sovereign Investment Group is an independent wealth management firm managing over $800 million in client assets through LPL Financial, the nation’s largest independent broker dealer. *As reported by Financial Planning magazine, June 1996-2011, based on total revenue. Sovereign Investment Group serves over 6,000 clients nationwide and across southeast Texas who include high net-worth individuals and families. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. |
|
| Sovereignty Wealth Adivsors LLC |
Neal |
Britt |
SVP, Wealth Consultant |
(713) 527-3400 |
WM |
nbritt@sovereigngrp.com |
info@sovereigngrp.com |
3120 Southwest Freeway Suite 500 |
Houston |
TX |
77098 |
United States of America |
North America |
https://www.linkedin.com/in/nealbritt/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sovereign-investment-group/ |
http://www.sovereigngrp.com |
Sovereign Investment Group is an independent wealth management firm managing over $800 million in client assets through LPL Financial, the nation’s largest independent broker dealer. *As reported by Financial Planning magazine, June 1996-2011, based on total revenue. Sovereign Investment Group serves over 6,000 clients nationwide and across southeast Texas who include high net-worth individuals and families. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. |
|
| Spectrum Management Group |
Leslie |
Thompson |
Managing Principal |
(317) 663-5600 |
WM |
lthompson@spectrum-mgmt.com |
smg@spectrum-mgmt.com |
600 East 96th Street, Suite 130 |
Indianpolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/leslie-d-thompson-020b78b9/ |
|
|
$508 million |
|
|
https://www.spectrum-mgmt.com/ |
Spectrum Management Group is an independent boutique wealth management firm dedicated to providing comprehensive wealth management and family office services. For more than 20 years, our clients have trusted us to help grow, preserve, and manage their wealth. Effective wealth management should consider the totality of one's financial life, and must also be fluid, dynamic, and proactive in order to address the myriad of details and decision points that arise over time. |
|
| Spectrum Wealth Management |
John |
Lunghino |
President |
(716) 362-9229 |
WM |
john@spectrumwm.com |
|
4925 Main Street, Suite 202 |
Amherst |
NY |
14226 |
United States of America |
North America |
https://www.linkedin.com/in/john-lunghino-42828a9b/ |
|
|
$34 million |
|
|
http://www.spectrumwm.com |
Spectrum Wealth Management has been one of the leaders in the financial services field within the Buffalo area for over 30 years. Living in a medium-sized community has allowed us to give our clients the ability to feel like we are part of the family. Being from the Western New York area gives us the ability to understand what our clients are going through and relate to them on a more personal level. Giving people the opportunity to establish themselves as financially secure is the greatest gift we can offer our clients. |
|
| Spectrum Wealth Management |
Ann |
Sommers |
Director of Operations |
(716) 362-9229 |
WM |
ann@spectrumwm.com |
|
4925 Main Street, Suite 202 |
Amherst |
NY |
14226 |
United States of America |
North America |
|
|
|
$34 million |
|
|
http://www.spectrumwm.com |
Spectrum Wealth Management has been one of the leaders in the financial services field within the Buffalo area for over 30 years. Living in a medium-sized community has allowed us to give our clients the ability to feel like we are part of the family. Being from the Western New York area gives us the ability to understand what our clients are going through and relate to them on a more personal level. Giving people the opportunity to establish themselves as financially secure is the greatest gift we can offer our clients. |
|
| Spinnaker Financial Advisors, LLC |
Danielle |
Dursteller |
Director |
(208) 542-0742 |
WM |
dani@spinnakerfinancial.com |
info@spinnakerfinancial.com |
2922 Cortez Ave. |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/dani-dursteler-9617a711a/ |
|
1.998 |
$61M |
|
https://www.linkedin.com/company/spinnaker-financial-advisors-llc-/ |
http://www.spinnakerfinancial.com/ |
Spinnaker Financial Advisors, a professional fee-only wealth management firm deeply committed to helping individuals and families achieve their life and financial goals. We help our clients achieve their goals by thorough and creative planning, systematic implementation, disciplined investing, and control of implementation, tax and management costs.
>Investing For Specific Goals – Investing works best when it is for a specific, measurable set of goals. This way, a custom asset allocation (mix of investments) can be crafted to meet those goals. A goal-oriented financial plan is essential to determining how to invest. |
|
| Spinnaker Financial Advisors, LLC |
Alan |
Campbell |
Financial Advisor |
(208) 542-0742 |
WM |
alan@spinnakerfinancial.com |
info@spinnakerfinancial.com |
2922 Cortez Ave. |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/alanscampbell/ |
|
1.998 |
$61M |
|
https://www.linkedin.com/company/spinnaker-financial-advisors-llc-/ |
http://www.spinnakerfinancial.com/ |
Spinnaker Financial Advisors, a professional fee-only wealth management firm deeply committed to helping individuals and families achieve their life and financial goals. We help our clients achieve their goals by thorough and creative planning, systematic implementation, disciplined investing, and control of implementation, tax and management costs.
>Investing For Specific Goals – Investing works best when it is for a specific, measurable set of goals. This way, a custom asset allocation (mix of investments) can be crafted to meet those goals. A goal-oriented financial plan is essential to determining how to invest. |
|
| Spinosa Wealth Management Group |
Randy |
Spinosa |
Principal Advisor |
(985) 674-6722 |
WM |
randy@spinosawmg.com |
|
4565 LaSalle Street, Suite 201 |
Mandeville |
LA |
70471 |
United States of America |
North America |
https://www.linkedin.com/in/randyspinosa/ |
|
1.987 |
$100M |
|
|
https://www.spinosawmg.com/ |
Spinosa is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success. |
|
| Spinosa Wealth Management Group |
Brittany |
Roaden |
Wealth Manager |
(985) 674-6722 |
WM |
brittany@spinosawmg.com |
|
4565 LaSalle Street, Suite 201 |
Mandeville |
LA |
70471 |
United States of America |
North America |
|
|
1.987 |
$100M |
|
|
https://www.spinosawmg.com/ |
Spinosa is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success. |
|
| Spinosa Wealth Management Group |
Jordan |
Spinosa |
Wealth Director |
(985) 674-6722 |
WM |
jordan@spinosawmg.com |
|
4565 LaSalle Street, Suite 201 |
Mandeville |
LA |
70471 |
United States of America |
North America |
|
|
1.987 |
$100M |
|
|
https://www.spinosawmg.com/ |
Spinosa is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success. |
|
| Spinosa Wealth Management Group |
Emily |
Hartzog |
Administrative Assistant |
(985) 674-6722 |
WM |
emily@spinosawmg.com |
|
4565 LaSalle Street, Suite 201 |
Mandeville |
LA |
70471 |
United States of America |
North America |
https://www.linkedin.com/in/emily-hartzog-067899169/ |
|
1.987 |
$100M |
|
|
https://www.spinosawmg.com/ |
Spinosa is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success. |
|
| Spire Investment Partners, LLC. |
David |
Blisk |
Chief Executive Officer |
(703) 748-5824 |
WM |
david.blisk@spireip.com |
info@spireip.com |
7901 Jones Branch Dr., Suite 800 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/david-blisk-3164a85/ |
|
1.997 |
$1.85B |
|
https://www.linkedin.com/company/spire-investment-partners/ |
http://www.spireip.com/ |
Spire Investment Partners, LLC. is a highly flexible, Hybrid Financial Advising Firm that is Dually-Registered parent of both a SEC RIA and a FINRA member BD. We offer clearing and custody access to multiple custodial platforms. Spire is built to leverage its open architecture and advanced technology in building successful practices. |
|
| Spire Investment Partners, LLC. |
Bob |
Lord |
Chief Operating Officer |
(703) 748-5812 |
WM |
bob.lord@spireip.com |
info@spireip.com |
7901 Jones Branch Dr., Suite 800 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/blord1111/ |
|
1.997 |
$1.85B |
|
https://www.linkedin.com/company/spire-investment-partners/ |
http://www.spireip.com/ |
Spire Investment Partners, LLC. is a highly flexible, Hybrid Financial Advising Firm that is Dually-Registered parent of both a SEC RIA and a FINRA member BD. We offer clearing and custody access to multiple custodial platforms. Spire is built to leverage its open architecture and advanced technology in building successful practices. |
|
| Spire Investment Partners, LLC. |
Charles |
Alba |
Vice President/Wealth Manager |
(301) 571-9447 |
WM |
Chuck.Alba@spireip.com |
info@spireip.com |
6701 Democracy Boulevard Suite 300 |
Bethesda |
MD |
20817 |
United States of America |
North America |
|
|
1.997 |
$1.85B |
|
https://www.linkedin.com/company/spire-investment-partners/ |
http://www.spireip.com/ |
Spire Investment Partners, LLC. is a highly flexible, Hybrid Financial Advising Firm that is Dually-Registered parent of both a SEC RIA and a FINRA member BD. We offer clearing and custody access to multiple custodial platforms. Spire is built to leverage its open architecture and advanced technology in building successful practices. |
|
| Spraker Wealth Management, Inc. |
John |
West |
Advisor, COO & CCO |
(407) 478-7899 |
WM |
john@sprakerwealth.com |
kyron@sprakerwealth.com |
543 N. Wymore Road, Suite 104 |
Maitland |
FL |
32751 |
United States of America |
North America |
https://www.linkedin.com/in/john-west-mba-cfp®-053b358/ |
|
2.008 |
$145M |
|
https://www.linkedin.com/company/spraker-wealth-management |
http://sprakerwealth.com/ |
Spraker Wealth Management is an independent, fee-only, SEC Registered Investment Advisory (RIA) firm. We provide holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. Our Team, which includes both CFA® and CFP® fiduciary professionals, has over 70 years of industry experience. |
|
| Spraker Wealth Management, Inc. |
Susan |
Spraker |
Senior Advisor |
(407) 478-7899 |
WM |
susan@sprakerwealth.com |
kyron@sprakerwealth.com |
543 N. Wymore Road, Suite 104 |
Maitland |
FL |
32751 |
United States of America |
North America |
https://www.linkedin.com/in/susan-spraker-7b43ba1a/ |
|
2.008 |
$145M |
|
https://www.linkedin.com/company/spraker-wealth-management |
http://sprakerwealth.com/ |
Spraker Wealth Management is an independent, fee-only, SEC Registered Investment Advisory (RIA) firm. We provide holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. Our Team, which includes both CFA® and CFP® fiduciary professionals, has over 70 years of industry experience. |
|
| Springsteel Investment Advisors |
Mark |
Springsteel |
President |
(480) 269-9400 |
WM |
mark@springsteelinvest.com |
|
2198 East Camelback Road Suite 220 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/markspringsteel/ |
|
2.012 |
|
|
https://www.linkedin.com/company/springsteel-investment-advisors-llc |
http://www.springsteelinvest.com/ |
Springsteel Investment Advisors, an independent Registered Investment Advisor, specializes in providing comprehensive wealth management to individuals and families.
Our comprehensive method focuses in building and preserving wealth through professional investment management, insurance protection, tax management, estate planning and charitable giving. |
|
| Sprott Asset Management |
Peter |
Grosskopf |
CEO |
(855) 943-8099 |
WM |
pgrosskopf@sprott.com |
invest@sprott.com |
200 Bay Street Suite 2600 |
Toronto |
ON |
M5J 2J1 |
Canada |
North America |
https://www.linkedin.com/in/peter-grosskopf-36840061/ |
|
1.981 |
$11.5 billion |
|
https://www.linkedin.com/company/sprott |
http://www.sprott.com/ |
Sprott is a global asset manager providing investors with access to highly-differentiated precious metals and real assets investment strategies. |
|
| Sprott Asset Management |
Kevin |
Hibbert |
Senior Managing Director & CFO |
(855) 943-8099 |
WM |
khibbert@sprott.com |
invest@sprott.com |
200 Bay Street Suite 2600 |
Toronto |
ON |
M5J 2J1 |
Canada |
North America |
https://www.linkedin.com/in/kevin-hibbert-fcpa-fca-3001a6164/ |
|
1.981 |
$11.5 billion |
|
https://www.linkedin.com/company/sprott |
http://www.sprott.com/ |
Sprott is a global asset manager providing investors with access to highly-differentiated precious metals and real assets investment strategies. |
|
| Sprung Investment Management |
Michael |
Sprung |
President |
(416) 934-7160 |
WM |
msprung@sprunginvestment.com |
info@sprunginvestment.com |
10 King Street East, Suite 801 |
Toronto |
ON |
M5C 1C3 |
Canada |
North America |
https://www.linkedin.com/in/michael-sprung-59a700b/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sprung-investment-management-inc-/ |
http://www.sprunginvestment.com/ |
Sprung Investment Management builds and manages investment portfolios on behalf of clients. Our investment portfolios are custom tailored to individual circumstances. We do not recommend or sell anything except our services. As managers, we earn no revenues of any kind except client fees. |
|
| Sprung Investment Management |
Fred |
Palik |
Vice President |
(416) 607-6890 |
WM |
fpalik@sprunginvestment.com |
info@sprunginvestment.com |
10 King Street East, Suite 801 |
Toronto |
ON |
M5C 1C3 |
Canada |
North America |
https://www.linkedin.com/in/fred-palik-cfa-84076465/ |
|
2.005 |
|
|
https://www.linkedin.com/company/sprung-investment-management-inc-/ |
http://www.sprunginvestment.com/ |
Sprung Investment Management builds and manages investment portfolios on behalf of clients. Our investment portfolios are custom tailored to individual circumstances. We do not recommend or sell anything except our services. As managers, we earn no revenues of any kind except client fees. |
|
| Squam Lakes Financial Advisors LLC |
Robert |
Maloney |
Managing Member |
(603) 968-2317 |
WM |
bob@squamlakesfinancial.com |
info@squamlakesfinancial.com |
31 Coxboro Road |
Holderness |
NH |
03245 |
United States of America |
North America |
https://www.linkedin.com/in/chieflistener/ |
|
|
|
|
https://www.linkedin.com/company/squam-lakes-financial-advisors-llc/ |
https://www.squamlakesfinancial.com/ |
A New-Hampshire-based fee-only financial advisor firm providing financial planning help to doctors, business owners, widows, and families in New Hampshire, Vermont, Maine and Massachusetts. |
|
| Squire & Company, PC |
Julie |
Anderson |
Manager, Wealth Management |
(801) 226-7722 |
WM |
juliea@squire.com |
wealthadvisors@squire.com |
1329 South 800 East |
Orem |
UT |
84097 |
United States of America |
North America |
https://www.linkedin.com/in/julie-anderson-aa44107/ |
|
1.973 |
$111.1M |
|
https://www.linkedin.com/company/squire/ |
https://squirewealthadvisors.com/ |
Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth. As a Registered Investment Advisor firm, we build client relationships grounded in personalized care, and strengthened by our “can do” team dynamics. |
|
| Squire & Company, PC |
David |
Archibald |
Partner, Technology & Business Advisory |
(801) 494-6025 |
WM |
davida@squire.com |
wealthadvisors@squire.com |
1329 South 800 East |
Orem |
UT |
84097 |
United States of America |
North America |
|
|
1.973 |
$111.1M |
|
https://www.linkedin.com/company/squire/ |
https://squirewealthadvisors.com/ |
Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth. As a Registered Investment Advisor firm, we build client relationships grounded in personalized care, and strengthened by our “can do” team dynamics. |
|
| Squire & Company, PC |
Wayne |
Barben |
Financial Advisor |
(801) 226-7722 |
WM |
wayneb@squire.com |
wealthadvisors@squire.com |
1329 South 800 East |
Orem |
UT |
84097 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-barben-04917010/ |
|
1.973 |
$111.1M |
|
https://www.linkedin.com/company/squire/ |
https://squirewealthadvisors.com/ |
Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth. As a Registered Investment Advisor firm, we build client relationships grounded in personalized care, and strengthened by our “can do” team dynamics. |
|
| Squire & Company, PC |
Drew |
Bigler |
Manager, Wealth Management |
(801) 226-7722 |
WM |
drewb@squire.com |
wealthadvisors@squire.com |
1329 South 800 East |
Orem |
UT |
84097 |
United States of America |
North America |
https://www.linkedin.com/in/drew-bigler-17a86326/ |
|
1.973 |
$111.1M |
|
https://www.linkedin.com/company/squire/ |
https://squirewealthadvisors.com/ |
Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth. As a Registered Investment Advisor firm, we build client relationships grounded in personalized care, and strengthened by our “can do” team dynamics. |
|
| Squire & Company, PC |
Tim |
Christensen |
Partner, Wealth Management |
(801) 226-7722 |
WM |
timc@squire.com |
wealthadvisors@squire.com |
1329 South 800 East |
Orem |
UT |
84097 |
United States of America |
North America |
|
|
1.973 |
$111.1M |
|
https://www.linkedin.com/company/squire/ |
https://squirewealthadvisors.com/ |
Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth. As a Registered Investment Advisor firm, we build client relationships grounded in personalized care, and strengthened by our “can do” team dynamics. |
|
| SRI Wealth Management Group |
Thomas |
Van Dyck |
Managing Director - Financial Advisor, Senior Consulting Group |
(415) 445-8304 |
WM |
thomas.vandyck@rbc.com |
gwenne.bacani@rbc.com |
345 California Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/thomasvandyck |
|
|
$2.6B |
|
|
https://us.rbcwealthmanagement.com/sri/ |
For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets. |
|
| SRI Wealth Management Group |
Catherine |
Chen |
Managing Director - Financial Advisor, Senior Consulting Group |
(415) 445-8308 |
WM |
catherine.r.chen@rbc.com |
gwenne.bacani@rbc.com |
345 California Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/catherine-chen-04469130/ |
|
|
$2.6B |
|
|
https://us.rbcwealthmanagement.com/sri/ |
For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets. |
|
| SRI Wealth Management Group |
Michelle |
Levy |
Financial Advisor |
(415) 445-8232 |
WM |
michelle.levy@rbc.com |
gwenne.bacani@rbc.com |
345 California Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-levy-1206262/ |
|
|
$2.6B |
|
|
https://us.rbcwealthmanagement.com/sri/ |
For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets. |
|
| SRI Wealth Management Group |
Farralon |
Udom |
Senior Financial Associate |
(415) 445-8309 |
WM |
farralon.udom@rbc.com |
gwenne.bacani@rbc.com |
345 California Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/farralonudomcfa/ |
|
|
$2.6B |
|
|
https://us.rbcwealthmanagement.com/sri/ |
For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets. |
|
| SRI Wealth Management Group |
Hector |
Maldonado |
Senior Financial Associate |
(415) 445-8310 |
WM |
hector.maldonado@rbc.com |
gwenne.bacani@rbc.com |
345 California Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/hector-maldonado-9635124a/ |
|
|
$2.6B |
|
|
https://us.rbcwealthmanagement.com/sri/ |
For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets. |
|
| St. James’s Place Wealth Management |
Andrew |
Croft |
CEO & Chairman |
44-1753-447-414 |
WM |
andrew.croft@sjp.co.uk |
|
1 Tetbury Road |
Cirencester |
Gloucestershire |
GL7 1FP |
United Kingdom |
Europe |
https://www.linkedin.com/in/andrew-croft-1081484/ |
Wealth Management, Investment Planning, Retirement Planning, Protecting You & Your Estate |
1.991 |
£109.3B |
|
https://www.linkedin.com/company/st-james-s-place-wealth-management/ |
https://www.sjp.co.uk/ |
St James' Place UK Plc offers wealth management services to business and individuals. The Company provides investments, retirement planning, business strategy, estate management, savings and mortgages. St James's Place provides services across the United Kingdom. |
|
| St. James’s Place Wealth Management |
Sarah |
Smith |
Personal Assistant to CEO & Chairman |
44-1753-447-414 |
WM |
sarah.smith@sjp.co.uk |
|
1 Tetbury Road |
Cirencester |
Gloucestershire |
GL7 1FP |
United Kingdom |
Europe |
https://www.linkedin.com/in/sarah-smith-67b023150/ |
Wealth Management, Investment Planning, Retirement Planning, Protecting You & Your Estate |
1.991 |
£109.3B |
|
https://www.linkedin.com/company/st-james-s-place-wealth-management/ |
https://www.sjp.co.uk/ |
St James' Place UK Plc offers wealth management services to business and individuals. The Company provides investments, retirement planning, business strategy, estate management, savings and mortgages. St James's Place provides services across the United Kingdom. |
|
| St. James’s Place Wealth Management |
David |
Lamb |
Managing Director |
44-1753-447-414 |
WM |
david.lamb@sjp.co.uk |
|
1 Tetbury Road |
Cirencester |
Gloucestershire |
GL7 1FP |
United Kingdom |
Europe |
https://www.linkedin.com/in/david-lamb-03100735/ |
Wealth Management, Investment Planning, Retirement Planning, Protecting You & Your Estate |
1.991 |
£109.3B |
|
https://www.linkedin.com/company/st-james-s-place-wealth-management/ |
https://www.sjp.co.uk/ |
St James' Place UK Plc offers wealth management services to business and individuals. The Company provides investments, retirement planning, business strategy, estate management, savings and mortgages. St James's Place provides services across the United Kingdom. |
|
| St. James’s Place Wealth Management |
Ian |
Gascoigne |
Managing Director |
44-1753-447-414 |
WM |
ian.gascoigne@sjp.co.uk |
|
1 Tetbury Road |
Cirencester |
Gloucestershire |
GL7 1FP |
United Kingdom |
Europe |
https://www.linkedin.com/in/ian-gascoigne-1a470017/ |
Wealth Management, Investment Planning, Retirement Planning, Protecting You & Your Estate |
1.991 |
£109.3B |
|
https://www.linkedin.com/company/st-james-s-place-wealth-management/ |
https://www.sjp.co.uk/ |
St James' Place UK Plc offers wealth management services to business and individuals. The Company provides investments, retirement planning, business strategy, estate management, savings and mortgages. St James's Place provides services across the United Kingdom. |
|
| St. James's Place Wealth Management Asia |
Gary |
Harvey |
Chief Executive Officer |
65 6390 4717 |
WM |
gary.harvey@sjp.asia |
info@sjp.asia |
#15-61 One Raffles Place (Tower 2), 1 Raffles Place |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/garyharveymba/ |
Wealth Management, Investment Planning, Retirement Planning, Protecting You & Your Estate |
1.992 |
£109.3B |
|
https://www.linkedin.com/company/st-james-s-place-wealth-management-asia/ |
https://www.sjp.asia/ |
With offices in Hong Kong, Singapore and across Mainland China, St. James’s Place - Asia is one of Asia's leading wealth management companies. We’re a FTSE-100 wealth management business that puts long-term relationships and advice that clients trust at the heart of everything we do. Since we were founded in 1992, we’ve grown rapidly to be the largest company in our sector in the UK, with £112.8bn of client funds under management. Because every client has different needs and aspirations, we offer personalised advice that covers financial, investment and tax planning, designed specifically for their lifestyle goals and stage of life. |
|
| St. James's Place Wealth Management Asia |
David |
Gardner |
Wealth Advisor, Partner |
Mobile: 65 9085 8704 |
WM |
david.gardner@sjpp.asia |
info@sjp.asia |
#15-61 One Raffles Place (Tower 2), 1 Raffles Place |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/davidgardner81/ |
Wealth Management, Investment Planning, Retirement Planning, Protecting You & Your Estate |
1.992 |
£109.3B |
|
https://www.linkedin.com/company/st-james-s-place-wealth-management-asia/ |
https://www.sjp.asia/ |
With offices in Hong Kong, Singapore and across Mainland China, St. James’s Place - Asia is one of Asia's leading wealth management companies. We’re a FTSE-100 wealth management business that puts long-term relationships and advice that clients trust at the heart of everything we do. Since we were founded in 1992, we’ve grown rapidly to be the largest company in our sector in the UK, with £112.8bn of client funds under management. Because every client has different needs and aspirations, we offer personalised advice that covers financial, investment and tax planning, designed specifically for their lifestyle goals and stage of life. |
|
| STA Wealth Management |
Luke |
Patterson |
CEO & Chief Investment Officer / CoFounder |
(281) 822-8800 |
WM |
Craig@STAwealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/luke-patterson-3444b636/ |
Financial Planning, Investment Management, Private Placements, Insurance |
2.003 |
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| STA Wealth Management |
Michael |
Smith |
President and Partner / CoFounder |
(281) 822-8800 |
WM |
Luke@STAwealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/mike-smith-49898412/ |
Financial Planning, Investment Management, Private Placements, Insurance |
2.003 |
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| STA Wealth Management |
Scott |
Bishop |
Partner, EVP - Financial Planning |
(713) 600-9000 |
WM |
Scott@STAwealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/scottbishopcfp/ |
Financial Planning, Investment Management, Private Placements, Insurance |
2.003 |
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| STA Wealth Management |
Cy |
Cattan |
Partner, Senior Director of Wealth Management |
(281) 822-8800 |
WM |
Cy@STAwealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
|
Financial Planning, Investment Management, Private Placements, Insurance |
2.003 |
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| STA Wealth Management |
Hope |
Edick |
Chief Compliance Officer |
(281) 822-8800 |
WM |
Hope@STAwealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/hope-edick-178bb795/ |
Financial Planning, Investment Management, Private Placements, Insurance |
2.003 |
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| STA Wealth Management |
Patrick |
Fleming |
Senior Director of Wealth Management |
(281) 822-8800 |
WM |
patrick@stawealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-fleming-27153b9b/ |
Financial Planning, Investment Management, Private Placements, Insurance |
2.003 |
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| STA Wealth Management |
Braxton |
Bartlett |
Wealth Management Associate |
(281) 822-8800 |
WM |
bbartlett@stawealth.com |
|
800 Town & Country Boulevard, Suite 410 |
Houston |
TX |
77024 |
United States of America |
North America |
https://www.linkedin.com/in/braxton-bartlett-029a3864/ |
|
|
$745M |
|
https://www.linkedin.com/company/sta-wealth-management/ |
https://www.stawealth.com/ |
Founded in 2003, STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm. With offices in the Memorial Area of Houston and Sugar Land, TX our highly-specialized expert team of more than 30 seasoned executives, skilled advisors, and supporting staff share a steadfast dedication to serving our diverse client base.
With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we’re committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategically—while consistently maintaining our core values of accountability, collaboration, gratitude, impact, and fun. |
|
| Stableford Capital |
Andrew |
Brinkman |
Founder |
(480) 939-3363 |
WM |
andy@stablefordcapital.com |
inquiries@stablefordcapital.com |
14646 North Kierland Blvd, Suite 145 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-brinkman-50539589/ |
Private Equity, Venture Capital |
2.014 |
|
|
https://www.linkedin.com/company/stablefordcapital/ |
https://stablefordcapital.com/ |
Stableford serves as your problem solver in asset management, financial planning, and tax services striving to maximize the growth of your wealth, while aiming to satisfy your liquidity needs over all time horizons. Our business is guided by a set of core values that shape the way we approach every relationship and interaction.
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters. |
|
| Stableford Capital |
Justin |
Thomas |
Managing Partner |
(203) 307-1099 |
WM |
justin@stablefordcapital.com |
inquiries@stablefordcapital.com |
14646 North Kierland Blvd, Suite 145 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/justin-thomas-cpa-68283050/ |
Private Equity, Venture Capital |
2.014 |
|
|
https://www.linkedin.com/company/stablefordcapital/ |
https://stablefordcapital.com/ |
Stableford serves as your problem solver in asset management, financial planning, and tax services striving to maximize the growth of your wealth, while aiming to satisfy your liquidity needs over all time horizons. Our business is guided by a set of core values that shape the way we approach every relationship and interaction.
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters. |
|
| Stableford Capital |
Jim |
Patterson |
Director, Technician & CTO |
(404) 551-5625 |
WM |
jim@stablefordcapital.com |
inquiries@stablefordcapital.com |
14646 North Kierland Blvd, Suite 145 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jim-patterson-cmt-84844113/ |
Private Equity, Venture Capital |
2.014 |
|
|
https://www.linkedin.com/company/stablefordcapital/ |
https://stablefordcapital.com/ |
Stableford serves as your problem solver in asset management, financial planning, and tax services striving to maximize the growth of your wealth, while aiming to satisfy your liquidity needs over all time horizons. Our business is guided by a set of core values that shape the way we approach every relationship and interaction.
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters. |
|
| Stableford Capital |
Alexander |
Merk |
Partner |
(480) 493-2300 |
WM |
Alex@stablefordcapital.com |
inquiries@stablefordcapital.com |
14646 North Kierland Blvd, Suite 145 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/alexandermeek/ |
Private Equity, Venture Capital |
2.014 |
|
|
https://www.linkedin.com/company/stablefordcapital/ |
https://stablefordcapital.com/ |
Stableford serves as your problem solver in asset management, financial planning, and tax services striving to maximize the growth of your wealth, while aiming to satisfy your liquidity needs over all time horizons. Our business is guided by a set of core values that shape the way we approach every relationship and interaction.
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters. |
|
| Stableford Capital |
Nikki |
Sutcliffe |
Director of Client Relations |
(480) 750-9967 |
WM |
nikki@stablefordcapital.com |
inquiries@stablefordcapital.com |
14646 North Kierland Blvd, Suite 145 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/nikki-sutcliffe-cfp®-59910a26/ |
Private Equity, Venture Capital |
2.014 |
|
|
https://www.linkedin.com/company/stablefordcapital/ |
https://stablefordcapital.com/ |
Stableford serves as your problem solver in asset management, financial planning, and tax services striving to maximize the growth of your wealth, while aiming to satisfy your liquidity needs over all time horizons. Our business is guided by a set of core values that shape the way we approach every relationship and interaction.
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters. |
|
| Stabrowski Wealth Management |
Paul |
Stabrowski |
Founder |
(630) 668-5560 |
WM |
paul.stabrowski@ceterafs.com |
|
1730 Park St Suite 124 |
Naperville |
IL |
60563 |
United States of America |
North America |
|
|
|
|
|
|
http://www.stabrowskiwealthmgmt.com/ |
Stabrowski Wealth Management, Ltd., is an independent full-service firm assisting with financial planning, wealth management, and corporate benefits. In everything we do, our goal is to provide impeccable service and personalized attention, standing out as a firm truly dedicated to helping people pursue their greatest financial goals. |
|
| Stanhope Capital LLP |
Daniel |
Pinto |
Chief Executive & Founding Partner |
44 207 725-1800 |
WM |
dpinto@stanhopecapital.com |
enquiries@stanhopecapital.com |
35 Portman Square |
London |
|
W1H 6LR |
United Kingdom |
Europe |
|
Private Investment Office, Asset & Investment Management services, Merchant Banking & Corporate Finance, and Charities, Endowments |
2.004 |
$9.5B |
|
https://www.linkedin.com/company/stanhope-capital-llp |
http://www.stanhopecapital.com/ |
Stanhope Capital is a global investment office overseeing over $9 billion on behalf of wealthy families, charities and other institutions around the world. |
44 153 488-0633
Email: jersey@stanhopecapital.com |
| Stanhope Capital LLP |
Ivo |
Coulson |
Partner, Head of Portfolio Management |
44 207 725-1800 |
WM |
icoulson@stanhopecapital.com |
enquiries@stanhopecapital.com |
35 Portman Square |
London |
|
W1H 6LR |
United Kingdom |
Europe |
https://www.linkedin.com/in/ivo-coulson-5310584b/ |
Private Investment Office, Asset & Investment Management services, Merchant Banking & Corporate Finance, and Charities, Endowments |
2.004 |
$9.5B |
|
https://www.linkedin.com/company/stanhope-capital-llp |
http://www.stanhopecapital.com/ |
Stanhope Capital is a global investment office overseeing over $9 billion on behalf of wealthy families, charities and other institutions around the world. |
44 153 488-0633
Email: jersey@stanhopecapital.com |
| Stanhope Capital LLP |
James |
Hordern |
Partner, Head of Investment Research |
44 207 725-1800 |
WM |
jhordern@stanhopecapital.com |
enquiries@stanhopecapital.com |
35 Portman Square |
London |
|
W1H 6LR |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-hordern-a028b323/ |
Private Investment Office, Asset & Investment Management services, Merchant Banking & Corporate Finance, and Charities, Endowments |
2.004 |
$9.5B |
|
https://www.linkedin.com/company/stanhope-capital-llp |
http://www.stanhopecapital.com/ |
Stanhope Capital is a global investment office overseeing over $9 billion on behalf of wealthy families, charities and other institutions around the world. |
44 153 488-0633
Email: jersey@stanhopecapital.com |
| Stanhope Capital LLP |
Simon |
Paul |
Partner, Portfolio Management |
44 207 725-1800 |
WM |
spaul@stanhopecapital.com |
enquiries@stanhopecapital.com |
35 Portman Square |
London |
|
W1H 6LR |
United Kingdom |
Europe |
https://www.linkedin.com/in/simon-paul-92b9766/ |
Private Investment Office, Asset & Investment Management services, Merchant Banking & Corporate Finance, and Charities, Endowments |
2.004 |
$9.5B |
|
https://www.linkedin.com/company/stanhope-capital-llp |
http://www.stanhopecapital.com/ |
Stanhope Capital is a global investment office overseeing over $9 billion on behalf of wealthy families, charities and other institutions around the world. |
44 153 488-0633
Email: jersey@stanhopecapital.com |
| Stanhope Capital LLP |
Jonathan |
Bell |
Partner & Chief Investment Officer |
44 207 725-1800 |
WM |
jbell@stanhopecapital.com |
enquiries@stanhopecapital.com |
35 Portman Square |
London |
|
W1H 6LR |
United Kingdom |
Europe |
https://www.linkedin.com/in/jonathan-bell-550b105/ |
Private Investment Office, Asset & Investment Management services, Merchant Banking & Corporate Finance, and Charities, Endowments |
2.004 |
$9.5B |
|
https://www.linkedin.com/company/stanhope-capital-llp |
http://www.stanhopecapital.com/ |
Stanhope Capital is a global investment office overseeing over $9 billion on behalf of wealthy families, charities and other institutions around the world. |
44 153 488-0633
Email: jersey@stanhopecapital.com |
| Starlifter Wealth Management |
Scott |
Summerlin |
President |
(208) 841-5678 |
WM |
summerlin.scott@principal.com |
|
1550 S Cloverdale Rd., Suite 307 |
Boise |
ID |
83709 |
United States of America |
North America |
https://www.linkedin.com/in/scottsummerlin/ |
|
|
|
|
|
|
Scott is a great money manager that always has his clients best interest. He takes care of all my financial needs with honesty and integrity. |
|
| State Street Global Advisors |
Lynn |
Blake |
CIO, Global Equity Beta Solutions |
(312) 789-6520 |
WM |
lblake@StateStreet.com |
contact@ssga.com |
1 Iron Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/lynn-blake-cfa-b7730019/ |
|
1.978 |
|
|
https://www.linkedin.com/company/state-street-spdr-etfs |
https://www.ssga.com/ |
At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. |
|
| State Street Global Advisors |
Daniel |
Farley |
CIO, Investment Solutions Group |
(312) 789-6520 |
WM |
dfarley@StateStreet.com |
contact@ssga.com |
1 Iron Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/danfarley/ |
|
1.978 |
|
|
https://www.linkedin.com/company/state-street-spdr-etfs |
https://www.ssga.com/ |
At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. |
|
| State Street Global Advisors |
Lori |
Heinel |
Deputy Global Chief Investment Officer |
(312) 789-6520 |
WM |
lheinel@StateStreet.com |
contact@ssga.com |
1 Iron Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/lori-heinel-53398024/ |
|
1.978 |
|
|
https://www.linkedin.com/company/state-street-spdr-etfs |
https://www.ssga.com/ |
At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. |
|
| Stearns Financial Group |
Pamela |
Stearns |
CFO |
(336) 230-1811 |
WM |
pstearns@stearnsfinancial.com |
stearnsfinancial@stearnsfinancial.com |
1414 Raleigh Road, Suite 110 |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/pam-stearns-0695442/ |
|
1.991 |
|
|
https://www.linkedin.com/company/stearns-financial-services-group/ |
https://stearnsfinancial.com/ |
Stearns Financial Group, (“SFG”) is a registered investment advisor offering personalized financial planning, investment management, wealth management, and investment consultancy services. SFG provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. SFG’s advisory services are tailored to the individual needs of our clients. |
|
| Stearns Financial Group |
Phillip |
Williams |
CoCIO and Global Strategist |
(336) 230-1811 |
WM |
pwilliams@stearnsfinancial.com |
stearnsfinancial@stearnsfinancial.com |
1414 Raleigh Road, Suite 110 |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/pj-williams-cfa-495bb112/ |
|
1.991 |
|
|
https://www.linkedin.com/company/stearns-financial-services-group/ |
https://stearnsfinancial.com/ |
Stearns Financial Group, (“SFG”) is a registered investment advisor offering personalized financial planning, investment management, wealth management, and investment consultancy services. SFG provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. SFG’s advisory services are tailored to the individual needs of our clients. |
|
| Stearns Financial Group |
Glenn |
Joyce |
VP, CoCIO and Director of Investments |
(336) 230-1811 |
WM |
gjoyce@stearnsfinancial.com |
stearnsfinancial@stearnsfinancial.com |
1414 Raleigh Road, Suite 110 |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/glenn-joyce-cfa-cfp®-82829a23/ |
|
1.991 |
|
|
https://www.linkedin.com/company/stearns-financial-services-group/ |
https://stearnsfinancial.com/ |
Stearns Financial Group, (“SFG”) is a registered investment advisor offering personalized financial planning, investment management, wealth management, and investment consultancy services. SFG provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. SFG’s advisory services are tailored to the individual needs of our clients. |
|
| Steele Capital Management, Inc. |
Bradley |
Lewis |
Senior Portfolio Manager |
(800) 397-2097 |
WM |
brad@steelecapital.com |
info@steelecapital.com |
788 Main Street |
Dubuque |
IA |
52001 |
United States of America |
North America |
https://www.linkedin.com/in/brad-lewis-47063523/ |
|
1.995 |
$1.7B |
|
https://www.linkedin.com/company/steele-capital-management-inc- |
https://www.steelecapital.com/ |
Since 1946 the Steele family has provided superior solutions to discerning individuals, businesses and organizations. Today at Steele Capital Management, we continue that tradition through comprehensive investment management. Our independence is what makes us different. As a Registered Investment Advisor (RIA) we have a fiduciary duty to act in your best interests. We do not earn commissions to sell you a product; we are paid a fee to give you the unbiased advice you need to become a successful investor. |
|
| Steele Capital Management, Inc. |
Brett |
Wessels |
Chief Investment Officer |
(800) 397-2097 |
WM |
brett@steelecapital.com |
info@steelecapital.com |
788 Main Street |
Dubuque |
IA |
52001 |
United States of America |
North America |
https://www.linkedin.com/in/brett-wessels-cfa-5434313b/ |
|
1.995 |
$1.7B |
|
https://www.linkedin.com/company/steele-capital-management-inc- |
https://www.steelecapital.com/ |
Since 1946 the Steele family has provided superior solutions to discerning individuals, businesses and organizations. Today at Steele Capital Management, we continue that tradition through comprehensive investment management. Our independence is what makes us different. As a Registered Investment Advisor (RIA) we have a fiduciary duty to act in your best interests. We do not earn commissions to sell you a product; we are paid a fee to give you the unbiased advice you need to become a successful investor. |
|
| SteelPeak Wealth Management |
Reza |
Zamani |
CEO, Founding Partner |
(818) 835-8721 |
WM |
reza.zamani@spwm.com |
steelpeakwealth@spwm.com |
21650 Oxnard Street, Suite 2300 |
Woodland Hills |
CA |
91367 |
United States of America |
North America |
https://www.linkedin.com/in/reza-zamani-aif®-cpm®-cfs®-cas®-74424550/ |
|
2.012 |
$702 million |
|
https://www.linkedin.com/company/steel-peak-wealth-management |
http://steelpeakwealth.com/ |
Steel Peak is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process. |
|
| SteelPeak Wealth Management |
Maziar |
Esmailbeigi |
Chief Investment Officer, Founding Partner |
(818) 835-8722 |
WM |
maz.esmailbeigi@spwm.com |
steelpeakwealth@spwm.com |
21650 Oxnard Street, Suite 2300 |
Woodland Hills |
CA |
91367 |
United States of America |
North America |
|
|
2.012 |
$702 million |
|
https://www.linkedin.com/company/steel-peak-wealth-management |
http://steelpeakwealth.com/ |
Steel Peak is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process. |
|
| SteelPeak Wealth Management |
Ali |
Zamani |
CFO, Founding Partner |
(818) 835-8723 |
WM |
ali.zamani@spwm.com |
steelpeakwealth@spwm.com |
21650 Oxnard Street, Suite 2300 |
Woodland Hills |
CA |
91367 |
United States of America |
North America |
|
|
2.012 |
$702 million |
|
https://www.linkedin.com/company/steel-peak-wealth-management |
http://steelpeakwealth.com/ |
Steel Peak is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process. |
|
| Steigerwald, Gordon & Koch |
John |
Steigerwald |
Partner and CoFounder |
(703) 777-8826 |
WM |
john@sgkwealthadvisors.com |
|
893-A Harrison Street, S.E., |
Leesburg |
VA |
20175 |
United States of America |
North America |
https://www.linkedin.com/in/john-steigerwald-692a0b13/ |
|
1.995 |
$511 million |
|
https://www.linkedin.com/company/steigerwald-gordon-koch-wealth-advisors |
http://www.sgkwealthadvisors.com |
Leesburg, VA-based SGK Wealth Advisors is an independent, fee-only wealth management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. |
|
| Steigerwald, Gordon & Koch |
Jeff |
Gordon |
President |
(703) 777-8826 |
WM |
jeff@sgkwealthadvisors.com |
|
893-A Harrison Street, S.E., |
Leesburg |
VA |
20175 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-gordon-9381246/ |
|
1.995 |
$511 million |
|
https://www.linkedin.com/company/steigerwald-gordon-koch-wealth-advisors |
http://www.sgkwealthadvisors.com |
Leesburg, VA-based SGK Wealth Advisors is an independent, fee-only wealth management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. |
|
| Steigerwald, Gordon & Koch |
Darren |
Koch |
Financial Planner & Partner |
(703) 777-8826 |
WM |
Darren@sgkwealthadvisors.com |
|
893-A Harrison Street, S.E., |
Leesburg |
VA |
20175 |
United States of America |
North America |
https://www.linkedin.com/in/sgkwealthadvisors/ |
|
1.995 |
$511 million |
|
https://www.linkedin.com/company/steigerwald-gordon-koch-wealth-advisors |
http://www.sgkwealthadvisors.com |
Leesburg, VA-based SGK Wealth Advisors is an independent, fee-only wealth management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. |
|
| Steinmetz Jackson Wealth Management Grp |
Kenneth |
Steinmetz |
Vice President/ Wealth Management, Financial Advisor |
(954) 762-4477 |
WM |
ksteinmetz@janney.com |
|
200 SW First Avenue, Suite 900 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-steinmetz-74a2407/ |
|
|
|
|
|
https://advisor.janney.com/steinmetzjackson/ |
We deliver customized services based on each client’s unique circumstances. We strive to build lasting client relationships in which they turn to us for guidance at every stage of their financial lives. We work with a diverse group of clients at different stages in their financial lives. Our clients range from high net worth individuals and families, business owners, executives and professionals to retirees who are enjoying the wealth they worked hard to create. |
|
| Steinmetz Jackson Wealth Management Grp |
James |
Jackson |
Financial Advisor |
(954) 762-4472 |
WM |
jcjackson@janney.com |
|
200 SW First Avenue, Suite 900 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/james-jackson-a8bab127/ |
|
|
|
|
|
https://advisor.janney.com/steinmetzjackson/ |
We deliver customized services based on each client’s unique circumstances. We strive to build lasting client relationships in which they turn to us for guidance at every stage of their financial lives. We work with a diverse group of clients at different stages in their financial lives. Our clients range from high net worth individuals and families, business owners, executives and professionals to retirees who are enjoying the wealth they worked hard to create. |
|
| Steinmetz Jackson Wealth Management Grp |
Raquel |
Nacht |
Registered Private Client Associate |
(954) 762-4480 |
WM |
rnacht@janney.com |
|
200 SW First Avenue, Suite 900 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/raquel-nacht-66103326/ |
|
|
|
|
|
https://advisor.janney.com/steinmetzjackson/ |
We deliver customized services based on each client’s unique circumstances. We strive to build lasting client relationships in which they turn to us for guidance at every stage of their financial lives. We work with a diverse group of clients at different stages in their financial lives. Our clients range from high net worth individuals and families, business owners, executives and professionals to retirees who are enjoying the wealth they worked hard to create. |
|
| Stellar Capital Management, LLC |
Stephen |
Taddie |
Managing Partner |
(602) 778-0307 |
WM |
staddie@stellarmgt.com |
|
2200 East Camelback Road, Suite 130 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/stevetaddie/ |
|
1.984 |
|
|
https://www.linkedin.com/company/stellar-capital-management-llc/ |
https://www.stellarmgt.com/ |
Stellar Capital Management is a Phoenix, Arizona based independent investment advisory firm with more than a quarter century of history in Arizona. Stellar’s core business is to provide discretionary portfolio management and non-discretionary investment consulting for Employer Sponsored Retirement Plans. |
|
| Stellar Capital Management, LLC |
Phillip |
LaMell |
Senior Portfolio Manager |
(602) 778-0307 |
WM |
plamell@stellarmgt.com |
|
2200 East Camelback Road, Suite 130 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/philip-lamell-a9b62017/ |
|
1.984 |
|
|
https://www.linkedin.com/company/stellar-capital-management-llc/ |
https://www.stellarmgt.com/ |
Stellar Capital Management is a Phoenix, Arizona based independent investment advisory firm with more than a quarter century of history in Arizona. Stellar’s core business is to provide discretionary portfolio management and non-discretionary investment consulting for Employer Sponsored Retirement Plans. |
|
| Stellar Capital Management, LLC |
John |
Reimer |
Director of Research |
(602) 778-0307 |
WM |
jreimer@stellarmgt.com |
|
2200 East Camelback Road, Suite 130 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/plo9plo9/ |
|
1.984 |
|
|
https://www.linkedin.com/company/stellar-capital-management-llc/ |
https://www.stellarmgt.com/ |
Stellar Capital Management is a Phoenix, Arizona based independent investment advisory firm with more than a quarter century of history in Arizona. Stellar’s core business is to provide discretionary portfolio management and non-discretionary investment consulting for Employer Sponsored Retirement Plans. |
|
| Stellar Capital Management, LLC |
Gregg |
Balderrama |
Senior Portfolio Manager |
(602) 778-0307 |
WM |
gbalderrama@stellarmgt.com |
|
2200 East Camelback Road, Suite 130 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/greggbalderramacfa/ |
|
1.984 |
|
|
https://www.linkedin.com/company/stellar-capital-management-llc/ |
https://www.stellarmgt.com/ |
Stellar Capital Management is a Phoenix, Arizona based independent investment advisory firm with more than a quarter century of history in Arizona. Stellar’s core business is to provide discretionary portfolio management and non-discretionary investment consulting for Employer Sponsored Retirement Plans. |
|
| Stephen A. Taylor Wealth Management, LLC |
Stephen |
Taylor |
Director of Wealth Management |
(305) 722-0091 |
WM |
SAT@SATWealthMan.com |
SAT@SATWealthMan.com |
1666 79th Street Causeway, Suite 501 |
North Bay Village |
FL |
33141 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-taylor-jd-cfp®-9a6999/ |
|
2.014 |
|
|
https://www.linkedin.com/company/stephen-a--taylor-esq-/ |
https://satwealthman.com/ |
Stephen A. Taylor Wealth Management, a Registered Investment Adviser in the State of Florida. The views expressed today are our own, solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. |
|
| Stephens Inc. |
Douglas |
Martin |
Senior Managing Director |
(501) 377-2154 |
WM |
doug.martin@stephens.com |
|
111 Center Street |
Little Rock |
AR |
72201 |
United States of America |
North America |
https://www.linkedin.com/in/doug-martin-39013310b/ |
|
1.933 |
$44 million |
|
https://www.linkedin.com/company/stephens-inc-/ |
https://www.stephens.com/ |
Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. |
|
| Stephens Wealth Management Group |
Sheryl |
Stephens |
President |
(810) 732-7411 |
WM |
sheryl.stephens@stephenswmg.com |
|
5206 Gateway Centre, Suite 300 |
Flint |
MI |
48507 |
United States of America |
North America |
https://www.linkedin.com/in/sherristephens/ |
|
1.975 |
|
|
https://www.linkedin.com/company/stephens-wealth-management-group/ |
https://www.stephenswmg.com/ |
At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results. This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning. Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to mitigate estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve. |
|
| Stephens Wealth Management Group |
Victoria 'Tori' |
Boswell |
Financial Advisor |
(813) 251-1879 |
WM |
tori.boswell@stephenswmg.com |
|
712 S. Oregon Avenue |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/toriboswell/ |
|
1.975 |
|
|
https://www.linkedin.com/company/stephens-wealth-management-group/ |
https://www.stephenswmg.com/ |
At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results. This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning. Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to mitigate estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve. |
|
| Stephens Wealth Management Group |
Jill |
Carrillo |
Financial Advisor |
(810) 732-7411 |
WM |
jill.carr@stephenswmg.com |
|
5206 Gateway Centre, Suite 300 |
Flint |
MI |
48507 |
United States of America |
North America |
https://www.linkedin.com/in/jillrcarr/ |
|
1.975 |
|
|
https://www.linkedin.com/company/stephens-wealth-management-group/ |
https://www.stephenswmg.com/ |
At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results. This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning. Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to mitigate estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve. |
|
| Stephens Wealth Management Group |
Jason Alan |
Guenther |
Financial Advisor |
(810) 732-7411 |
WM |
jason.guenther@stephenswmg.com |
|
5206 Gateway Centre, Suite 300 |
Flint |
MI |
48507 |
United States of America |
North America |
https://www.linkedin.com/in/jasonaguenther/ |
|
1.975 |
|
|
https://www.linkedin.com/company/stephens-wealth-management-group/ |
https://www.stephenswmg.com/ |
At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results. This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning. Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to mitigate estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve. |
|
| Stephens Wealth Management Group |
Tyler |
Stephens |
Financial Advisor |
(810) 732-7411 |
WM |
tyler.stephens@stephenswmg.com |
|
5206 Gateway Centre, Suite 300 |
Flint |
MI |
48507 |
United States of America |
North America |
https://www.linkedin.com/in/tylerjstephens/ |
|
1.975 |
|
|
https://www.linkedin.com/company/stephens-wealth-management-group/ |
https://www.stephenswmg.com/ |
At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results. This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning. Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to mitigate estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve. |
|
| Stepp & Rothwell, Inc. |
Kathy |
Stepp |
Principal & Founder |
(913) 345-4800 |
WM |
kathy@steppandrothwell.com |
info@steppandrothwell.com |
7300 College Boulevard, Suite 100 |
Overland Park |
KS |
66210 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-stepp-9991a92/ |
|
1.992 |
$575M |
|
https://www.linkedin.com/company/stepp-rothwell-inc/ |
http://www.steppandrothwell.com/ |
Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size. |
|
| Stepp & Rothwell, Inc. |
Howard |
Rothwell |
Principal & Founder |
(913) 345-4800 |
WM |
howard@steppandrothwell.com |
info@steppandrothwell.com |
7300 College Boulevard, Suite 100 |
Overland Park |
KS |
66210 |
United States of America |
North America |
https://www.linkedin.com/in/howard-rothwell-4b0a2339/ |
|
1.992 |
$575M |
|
https://www.linkedin.com/company/stepp-rothwell-inc/ |
http://www.steppandrothwell.com/ |
Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size. |
|
| Steppe Capital Pte Ltd |
Simon |
Byrne |
Chief Executive Officer |
65 6438 7408 |
WM |
simon.byrne@steppecapital.com |
|
10 Collyer Quay, #08-09 Ocean Financial Centre |
Singapore |
|
049315 |
Singapore |
Asia |
https://www.linkedin.com/in/simon-byrne-140968b/ |
Private Equity, Oil & Gas, Metals & Mining, Infrastructure, Aviation, Hospitality, Real Estate, Retail |
|
|
|
https://www.linkedin.com/company/steppe-capital-pte-ltd/ |
http://steppecapital.com/ |
Steppe Capital is a Singapore based investment holding company and international family office with a highly diversified private equity portfolio. We invest primarily in the emerging and frontier markets of the CIS (Kazakhstan and Russia), South Asia (India) and South East Asia. We seek to leverage our investment team’s decades of experience to create and sustain long term value for our shareholder. |
|
| Sterling Capital Management |
Thomas |
Clapp |
Executive Director & CIO |
(704) 372-8670 |
WM |
tclapp@sterling-capital.com |
amcalister@sterling-capital.com |
4350 Congress Street, Suite 1000 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/c-thomas-clapp-tom-cfa-45b207123/ |
|
1.970 |
$51B |
|
https://www.linkedin.com/company/sterlingcapitalmanagement/ |
https://sterlingcapital.com/ |
Sterling Capital Management LLC is a registered investment advisor founded in 1970. An investment firm, Sterling is an independently operated subsidiary of BB&T Corporation now Truist Financial Corporation, one of the largest financial services holding companies. Sterling is headquartered in Charlotte, NC with offices in Raleigh, Virginia Beach, Philadelphia, San Francisco, Richmond, and Washington, D.C. Sterling provides investment management services to a diversified group of clients including corporate, public, healthcare, private clients, endowment, foundation, insurance, sub-advisory and managed investment pools. |
|
| Sterling Wealth Advisors®, Inc. |
Elizabeth |
Barrett |
Owner and President |
(954) 771-1313 Ext. 3 |
WM |
Elizabeth@sterlingwealthadvisors.com |
|
8201 Peters Rd., Suite 1000 |
Plantation |
FL |
33324 |
United States of America |
North America |
|
|
|
|
|
|
https://www.sterlingwealthadvisors.com/ |
Elizabeth serves as CEO and Senior Wealth Advisor of Sterling Wealth Advisors®. She is a Certified Financial Planner™ and an Accredited Investment Fiduciary® designee. She focuses her expertise in the areas of tax planning, estate planning, retirement planning, and investment management. Elizabeth holds a master’s degree in counseling psychology. Because of her extensive training in this area, she has the unique advantage of helping her clients understand their personal psychological beliefs regarding wealth, which often impact the way they attain their financial goals. Elizabeth prides herself on maintaining close client relationships. She has a passion for life and for the people who are part of hers. |
|
| Sterling Wealth Management |
Scott |
Gardner |
President |
(702) 228-0500 |
WM |
scott@sterlingwealth.net |
|
9516 W. Flamingo Drive, Suite 205 |
Las Vegas |
NV |
89147 |
United States of America |
North America |
https://www.linkedin.com/in/scott-gardner-76283529/ |
Alternative Investments |
2.015 |
|
|
https://www.linkedin.com/company/sterling-wealth-management |
http://www.sterlingwealth.net/ |
Sterling Wealth Management is a Nevada Registered Investment Adviser (RIA) that provides wealth management services—investment advice and portfolio management. |
Nevada Management Services
9516 W. Flamingo Drive, Suite 205
Las Vegas, Nevada 89147
Mailing Address:
P.O. Box 371330
Las Vegas, NV 89137-1330 |
| SterlingNoble Wealth Management, LLC. |
Robert |
D'Andria |
President |
(732) 359-7900 |
WM |
rdandria@sterlingnoblellc.com |
|
309 Morris Avenue, Suite C. |
Spring Lake |
NJ |
07762 |
United States of America |
North America |
https://www.linkedin.com/in/rdandria/ |
|
2.010 |
|
|
https://www.linkedin.com/company/sterlingnoblellc/ |
https://sterlingnoblellc.com/ |
SterlingNoble Wealth Management was established to create an environment where individual investors and institutional investors alike can communicate and share ideas about investing. We listen to those comments and implement a strategy to achieve client goals. We have assembled a team of advisors possessing decades of industry experience. This level of knowledge has created an environment of independence and entrepreneurship where our advisors have the flexibility to think outside the box and provide solutions to challenging obstacles. The market has become extremely complicated in recent years and investors are becoming paralyzed. Making the wrong investment decisions or not having a financial road map to navigate the markets can be devastating. |
|
| SterlingNoble Wealth Management, LLC. |
Joseph |
Giacchi |
Financial Advisor / Operations |
(732) 359-7900 |
WM |
jgiacchi@sterlingnoblellc.com |
|
309 Morris Avenue, Suite C. |
Spring Lake |
NJ |
07762 |
United States of America |
North America |
https://www.linkedin.com/in/jgiacchi/ |
|
2.010 |
|
|
https://www.linkedin.com/company/sterlingnoblellc/ |
https://sterlingnoblellc.com/ |
SterlingNoble Wealth Management was established to create an environment where individual investors and institutional investors alike can communicate and share ideas about investing. We listen to those comments and implement a strategy to achieve client goals. We have assembled a team of advisors possessing decades of industry experience. This level of knowledge has created an environment of independence and entrepreneurship where our advisors have the flexibility to think outside the box and provide solutions to challenging obstacles. The market has become extremely complicated in recent years and investors are becoming paralyzed. Making the wrong investment decisions or not having a financial road map to navigate the markets can be devastating. |
|
| SterlingNoble Wealth Management, LLC. |
Ellen |
Donnelly |
VP of Investments |
(732) 359-7900 |
WM |
ellen@sterlingnoblellc.com |
|
309 Morris Avenue, Suite C. |
Spring Lake |
NJ |
07762 |
United States of America |
North America |
https://www.linkedin.com/in/ellen-fleming-donnelly-59656520/ |
|
2.010 |
|
|
https://www.linkedin.com/company/sterlingnoblellc/ |
https://sterlingnoblellc.com/ |
SterlingNoble Wealth Management was established to create an environment where individual investors and institutional investors alike can communicate and share ideas about investing. We listen to those comments and implement a strategy to achieve client goals. We have assembled a team of advisors possessing decades of industry experience. This level of knowledge has created an environment of independence and entrepreneurship where our advisors have the flexibility to think outside the box and provide solutions to challenging obstacles. The market has become extremely complicated in recent years and investors are becoming paralyzed. Making the wrong investment decisions or not having a financial road map to navigate the markets can be devastating. |
|
| SterlingNoble Wealth Management, LLC. |
Edward |
Massari, Jr |
Financial Advisor |
(732) 359-7900 |
WM |
eddie@sterlingnoblellc.com |
|
309 Morris Avenue, Suite C. |
Spring Lake |
NJ |
07762 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/sterlingnoblellc/ |
https://sterlingnoblellc.com/ |
SterlingNoble Wealth Management was established to create an environment where individual investors and institutional investors alike can communicate and share ideas about investing. We listen to those comments and implement a strategy to achieve client goals. We have assembled a team of advisors possessing decades of industry experience. This level of knowledge has created an environment of independence and entrepreneurship where our advisors have the flexibility to think outside the box and provide solutions to challenging obstacles. The market has become extremely complicated in recent years and investors are becoming paralyzed. Making the wrong investment decisions or not having a financial road map to navigate the markets can be devastating. |
|
| Steward Partners |
James |
Gold |
CEO |
(202) 930-6000 |
WM |
james.gold@stewardpartners.com |
|
1776 I Street NW Suite 700 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/jim-gold-5382b373/ |
|
2.013 |
|
|
https://www.linkedin.com/company/steward-partners-global-advisory/?trk=company_logo |
https://www.stewardpartners.com/ |
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. |
|
| Steward Partners |
Hy |
Saporta |
President and COO |
(202) 930-6000 |
WM |
hy.saporta@stewardpartners.com |
|
1776 I Street NW Suite 700 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/hysaporta/ |
|
2.013 |
|
|
https://www.linkedin.com/company/steward-partners-global-advisory/?trk=company_logo |
https://www.stewardpartners.com/ |
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. |
|
| Steward Partners |
Gregory |
Banasz |
Managing Director, Head of Business Development |
(202) 930-6000 |
WM |
greg.banasz@stewardpartners.com |
|
1776 I Street NW Suite 700 |
Washington |
DC |
20006 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-banasz-a7655a15/ |
|
2.013 |
|
|
https://www.linkedin.com/company/steward-partners-global-advisory/?trk=company_logo |
https://www.stewardpartners.com/ |
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. |
|
| Steward Partners |
Nathan |
Kudla |
Partner, SVP, Operations Manager |
(202) 930-6000 |
WM |
nathan.kudla@stewardpartners.com |
|
1776 I Street NW Suite 700 |
Washington |
DC |
20006 |
United States of America |
North America |
|
|
2.013 |
|
|
https://www.linkedin.com/company/steward-partners-global-advisory/?trk=company_logo |
https://www.stewardpartners.com/ |
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. |
|
| Steward Partners |
Joann |
McDevitt |
Partner, SVP, Senior Operations Manager |
(202) 930-6000 |
WM |
Joann.mcdevitt@stewardpartners.com |
|
1776 I Street NW Suite 700 |
Washington |
DC |
20006 |
United States of America |
North America |
|
|
2.013 |
|
|
https://www.linkedin.com/company/steward-partners-global-advisory/?trk=company_logo |
https://www.stewardpartners.com/ |
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. |
|
| Steward Wealth Management |
Vince |
Hawkins |
CoFounder, Principal |
(817) 428-1145 |
WM |
vince@stewardwealthmanagement.com |
mail@stewardwealthmanagement.com |
26 Main Street |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/vince-hawkins-0585a5bb/ |
|
2.007 |
|
|
https://www.linkedin.com/company/steward-wealth-management/ |
https://www.stewardwealthmanagement.com/ |
Steward is a fee-only, wealth management firm providing comprehensive solutions with independent, objective advice. We combine the leverage of an in house CPA and attorney with the sound financial advice grounded in Nobel prize winning research, institutional trading, and goal based financial plans. |
|
| Steward Wealth Management |
Dustin |
Stiefel |
CoFounder, Principal |
(817) 428-1145 |
WM |
dustin@stewardwealthmanagement.com |
mail@stewardwealthmanagement.com |
26 Main Street |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/dustin-stiefel-3b4657173/ |
|
2.007 |
|
|
https://www.linkedin.com/company/steward-wealth-management/ |
https://www.stewardwealthmanagement.com/ |
Steward is a fee-only, wealth management firm providing comprehensive solutions with independent, objective advice. We combine the leverage of an in house CPA and attorney with the sound financial advice grounded in Nobel prize winning research, institutional trading, and goal based financial plans. |
|
| Steward Wealth Management |
Joseph |
McIntosh |
Investment Advisor, Partner |
(817) 428-1145 |
WM |
joseph@stewardwealthmanagement.com |
mail@stewardwealthmanagement.com |
26 Main Street |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-mcintosh-cpa-30930750/ |
|
2.007 |
|
|
https://www.linkedin.com/company/steward-wealth-management/ |
https://www.stewardwealthmanagement.com/ |
Steward is a fee-only, wealth management firm providing comprehensive solutions with independent, objective advice. We combine the leverage of an in house CPA and attorney with the sound financial advice grounded in Nobel prize winning research, institutional trading, and goal based financial plans. |
|
| Stewards Of Capital & Co |
John |
Lopez |
Founder / President / CEO |
(305) 448-5550 |
WM |
jlopez@stewardsofcapital.com |
mortgages@stewardsofcapital.com |
8603 South Dixie Highway | Suite 218 |
Pinecrest |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/john-f-lopez-m-b-a-rfc®-cmps®-044a7015/ |
|
2.005 |
|
|
https://www.linkedin.com/company/stewards-of-capital-&-co-/?viewAsMember=true |
http://www.stewardsofcapital.com |
At Stewards of Capital®, we help hundreds of Americans purchase their first home every day, and help others lower their monthly payment by refinancing. Our exclusive home mortgage programs allow you to buy a home with a minimal down payment in as little as 15 days. Some home mortgage programs require as little as 0% down! In many cases, your down payment can be a gift from a relative or nonprofit organization. |
|
| STF Wealth Management |
Christopher |
Ordway |
Owner |
(602) 396-7840 |
WM |
ceordway@hefar.org |
mail@stfwealth.com |
1250 E. Missouri Ave. |
Phoenix |
AZ |
85014 |
United States of America |
North America |
https://www.linkedin.com/in/christopherordway/ |
|
1.989 |
|
|
https://www.linkedin.com/company/stfwealth/ |
http://www.stfwealth.com/ |
At STF Wealth Management, planning starts with you. We commit over a decade and a half of experience to strengthening your financial life. Whether you’re in the heart of your career, preparing to send your children to school, buying a new home, or preparing for retirement, our advisors are dedicated to enhancing your success.
Trust is a hallmark of our firm. We believe our clients deserve custom strategies that take everything into consideration, from risk tolerance and family situations to employment history and more. Through understanding the full picture of your financial life, we strive to align our plans with your most valued goals and objectives.
As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation, yet adaptable to change. When your life evolves, so should your strategies.
Our holistic approach provides countless benefits to our clients and their families. We encourage you to reach out today to get started. |
|
| STF Wealth Management |
Timothy |
Garretson |
Financial Advisor |
(602) 396-7840 |
WM |
tgarretson@stfwealth.com |
mail@stfwealth.com |
1250 E. Missouri Ave. |
Phoenix |
AZ |
85014 |
United States of America |
North America |
https://www.linkedin.com/in/tim-garretson-3b064413/ |
|
1.989 |
|
|
https://www.linkedin.com/company/stfwealth/ |
http://www.stfwealth.com/ |
At STF Wealth Management, planning starts with you. We commit over a decade and a half of experience to strengthening your financial life. Whether you’re in the heart of your career, preparing to send your children to school, buying a new home, or preparing for retirement, our advisors are dedicated to enhancing your success.
Trust is a hallmark of our firm. We believe our clients deserve custom strategies that take everything into consideration, from risk tolerance and family situations to employment history and more. Through understanding the full picture of your financial life, we strive to align our plans with your most valued goals and objectives.
As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation, yet adaptable to change. When your life evolves, so should your strategies.
Our holistic approach provides countless benefits to our clients and their families. We encourage you to reach out today to get started. |
|
| Stifel Private Client Group |
Howard |
Rosen |
VP Strategic Planning and Programming |
(314) 342-2251 |
WM |
rosenh@stifel.com |
snclientserv@stifel.com |
501 N Broadway |
St Louis |
MO |
63102 |
United States of America |
North America |
https://www.linkedin.com/in/howard-rosen-8ba984/ |
|
1.890 |
$43.6 billion |
|
https://www.linkedin.com/company/stifel-financial-corp-/ |
http://www.stifel.com |
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. |
|
| Stifel Private Client Group |
Geoffrey |
Bright Jr |
Vp, Director - Compliance Examinations |
(314) 342-2251 |
WM |
brightg@stifel.com |
snclientserv@stifel.com |
501 N Broadway |
St Louis |
MO |
63102 |
United States of America |
North America |
https://www.linkedin.com/in/geoffrey-bright-jr-7084833b/ |
|
1.890 |
$43.6 billion |
|
https://www.linkedin.com/company/stifel-financial-corp-/ |
http://www.stifel.com |
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. |
|
| Stoffer Wealth Advisors |
Jeff |
Stoffer |
Portfolio Manager, Financial Planner, Owner |
(415) 706-7800 |
WM |
jeff@stofferwealthadvisors.com |
|
3950 Civic Center Dr Ste 230 |
San Rafael |
CA |
94903 |
United States of America |
North America |
https://www.linkedin.com/in/jeffstoffer/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stoffer-wealth-advisors |
https://stofferwealthadvisors.com |
We specialize in single professional and executive level women approaching retirement. We collaborate with you to develop a plan for the future that emphasizes conscious choices with your money. By focusing on values and priorities your money goes toward what matters most! |
|
| Stoker Ostler Wealth Advisors |
Michael |
Bolar |
Chief Investment Officer and Senior Portfolio Manager |
(480) 890-8088 |
WM |
mike.bolar@stokerostler.com |
|
4900 North Scottsdale Road, Suite 2600 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
|
$1.2B |
|
|
https://stokerostler.com/ |
Ostler, a firm that serves more than 750 individuals and families, business owners and entrepreneurs, executives and charitable organizations across the U.S. and internationally, overseeing more than $1.2 billion in assets under management. |
|
| Stoker Ostler Wealth Advisors |
Michelle |
Decker |
Managing Director and Senior Manager |
(480) 890-8088 |
WM |
michellel.decker@stokerostler.com |
|
4900 North Scottsdale Road, Suite 2600 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/michelleldecker/ |
|
|
$1.2B |
|
|
https://stokerostler.com/ |
Ostler, a firm that serves more than 750 individuals and families, business owners and entrepreneurs, executives and charitable organizations across the U.S. and internationally, overseeing more than $1.2 billion in assets under management. |
|
| Stoker Ostler Wealth Advisors |
Michael |
Halls |
Chief Financial Officer and Senior Portfolio Manager |
(801) 579-0888 |
WM |
mike.halls@stokerostler.com |
|
4900 North Scottsdale Road, Suite 2600 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/michael-halls-6992b813/ |
|
|
$1.2B |
|
|
https://stokerostler.com/ |
Ostler, a firm that serves more than 750 individuals and families, business owners and entrepreneurs, executives and charitable organizations across the U.S. and internationally, overseeing more than $1.2 billion in assets under management. |
|
| Stone Asset Management Limited |
Richard |
Stone |
Chairman and Chief Investment Officer |
(800) 336-9528 |
WM |
richards@stoneco.com |
info@stoneco.com |
901-40 University Ave |
Toronto |
ON |
M5J1T1 |
Canada |
North America |
https://www.linkedin.com/in/richard-stone-75515651/ |
|
|
$0.6 billion |
|
|
https://www.stoneco.com |
Stone Investment Group Limited is an independent, Canadian-owned wealth management company and the parent company to its wholly owned subsidiary, Stone Asset Management Limited (“SAM”). SAM is an active asset manager, providing investment management services via distinctive investment mandates, overseen daily by the disciplined execution of a proprietary investment process and investment philosophy. Access to SAM investment mandates can be achieved via a family of open-ended mutual funds, a pooled fund, and Private Wealth Management services. SAM’s expertise ranges from servicing Canada’s retail investors and working with their financial advisors to the complexities of working directly with Family Offices, endowments and foundations. |
|
| Stonebridge Wealth Advisors, LLC |
Annette |
Findling |
Founder |
(312) 945-5950 |
WM |
annette.findling@stonebridgewealthadvisors.com |
info@stonebridgewealthadvisors.com |
980 North Michigan Avenue, Suite 1245 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/annettefindling/ |
|
|
|
|
http://richwomenrock.com/ |
http://www.stonebridgewealthadvisors.com/ |
At Stonebridge Wealth Advisors, we specialize in helping clients make prudent financial decisions that seek to preserve their wealth and positively impact their future. As your personal advocates, we help clarify what's most important to you, pinpointing your financial objectives and identifying specific strategies for helping to turn your dreams into realities. Our firm is independent. We strongly believe the most effective advisor/client relationship results when an advisor is able to be objective and has no proprietary investment or insurance products to recommend. |
|
| Stonebridge Wealth Advisors, LLC |
Leslie |
North |
Co-Founder |
(312) 945-5950 |
WM |
leslie.north@stonebridgewealthadvisors.com |
info@stonebridgewealthadvisors.com |
980 North Michigan Avenue, Suite 1245 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/leslienorthfinancialconsultant/ |
|
|
|
|
https://www.linkedin.com/company/stonebridgewealthadvisorsllc/ |
http://www.stonebridgewealthadvisors.com/ |
At Stonebridge Wealth Advisors, we specialize in helping clients make prudent financial decisions that seek to preserve their wealth and positively impact their future. As your personal advocates, we help clarify what's most important to you, pinpointing your financial objectives and identifying specific strategies for helping to turn your dreams into realities. Our firm is independent. We strongly believe the most effective advisor/client relationship results when an advisor is able to be objective and has no proprietary investment or insurance products to recommend. |
|
| Stonebridge Wealth Advisors, LLC |
Barbara |
Adelman |
Principal |
(312) 945-5950 |
WM |
barbara.adelman@stonebridgewealthadvisors.com |
info@stonebridgewealthadvisors.com |
980 North Michigan Avenue, Suite 1245 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-s-adelman-aa126213/ |
|
|
|
|
https://www.linkedin.com/company/stonebridgewealthadvisorsllc/ |
http://www.stonebridgewealthadvisors.com/ |
At Stonebridge Wealth Advisors, we specialize in helping clients make prudent financial decisions that seek to preserve their wealth and positively impact their future. As your personal advocates, we help clarify what's most important to you, pinpointing your financial objectives and identifying specific strategies for helping to turn your dreams into realities. Our firm is independent. We strongly believe the most effective advisor/client relationship results when an advisor is able to be objective and has no proprietary investment or insurance products to recommend. |
|
| StoneCrest Wealth Management, Inc |
Casey |
Mahan |
Wealth Manager, President |
(602) 258-9400 |
WM |
casey.mahan@stonecrestwealth.com |
|
118 S Kyrene Rd #4 |
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/kcaseymahan/ |
|
|
|
|
https://www.linkedin.com/company/stonecrest-wealth-management-inc/ |
http://www.stonecrestwealth.com/ |
StoneCrest Wealth Management and our affiliates have been providing trusted investment management and financial planning services to high-net-worth individuals and business owners since 1987. Based in Chandler, Arizona, we provide comprehensive wealth management to a select group of clients across the country. |
|
| Stonegate Wealth Management, LLC |
Laura |
Mattia |
Partner & Managing Director of Sarasota Office |
Mobile: (201) 400-5685 |
WM |
lauram@stonegatewealth.com |
|
393 Ramapo Valley Road, Suite 2 |
Oakland |
NJ |
07436 |
United States of America |
North America |
https://www.linkedin.com/in/laura-mattia-ph-d-mba-cfp®-a596154/ |
|
1.993 |
|
Laura@lauramattia.com |
https://www.linkedin.com/company/stonegate-wealth-management-llc_2/ |
https://www.stonegatewealth.com/ |
Stonegate Wealth Management is a nationally known wealth management firm located in Oakland, New Jersey. We abide by a Fiduciary Standard which ensures we act in the client’s best interest, disclose how we are compensated, and subscribe to the NAPFA Code of Ethics. We provide comprehensive financial planning, retirement planning and investment management for clients in all financial situations. We act as a fiduciary and never earn commissions. We offer a full range of wealth advisory services including financial planning, trust and estate planning, investment advice, portfolio management and tax planning. These services are provided to individuals, families and their related entities (such as trusts) or other similar strategies. |
|
| Stonegate Wealth Management, LLC |
Stephen |
Craffen |
Partner & Senior Wealth Manager |
(201) 791-0085 |
WM |
stevec@stonegatewealth.com |
|
393 Ramapo Valley Road, Suite 2 |
Oakland |
NJ |
07436 |
United States of America |
North America |
https://www.linkedin.com/in/stephencraffen/ |
|
1.993 |
|
|
https://www.linkedin.com/company/stonegate-wealth-management-llc_2/ |
https://www.stonegatewealth.com/ |
Stonegate Wealth Management is a nationally known wealth management firm located in Oakland, New Jersey. We abide by a Fiduciary Standard which ensures we act in the client’s best interest, disclose how we are compensated, and subscribe to the NAPFA Code of Ethics. We provide comprehensive financial planning, retirement planning and investment management for clients in all financial situations. We act as a fiduciary and never earn commissions. We offer a full range of wealth advisory services including financial planning, trust and estate planning, investment advice, portfolio management and tax planning. These services are provided to individuals, families and their related entities (such as trusts) or other similar strategies. |
|
| Stonegate Wealth Management, LLC |
Thomas |
Geraghty Jr |
Partner & Senior Wealth Manager |
(201) 791-0085 |
WM |
tomg@stonegatewealth.com |
|
393 Ramapo Valley Road, Suite 2 |
Oakland |
NJ |
07436 |
United States of America |
North America |
https://www.linkedin.com/in/geraghtyatstonegate/ |
|
1.993 |
|
|
https://www.linkedin.com/company/stonegate-wealth-management-llc_2/ |
https://www.stonegatewealth.com/ |
Stonegate Wealth Management is a nationally known wealth management firm located in Oakland, New Jersey. We abide by a Fiduciary Standard which ensures we act in the client’s best interest, disclose how we are compensated, and subscribe to the NAPFA Code of Ethics. We provide comprehensive financial planning, retirement planning and investment management for clients in all financial situations. We act as a fiduciary and never earn commissions. We offer a full range of wealth advisory services including financial planning, trust and estate planning, investment advice, portfolio management and tax planning. These services are provided to individuals, families and their related entities (such as trusts) or other similar strategies. |
|
| Stonegate Wealth Management, LLC |
Gary |
Hirsh |
Senior Wealth Manager |
(201) 791-0085 |
WM |
garyh@stonegatewealth.com |
|
393 Ramapo Valley Road, Suite 2 |
Oakland |
NJ |
07436 |
United States of America |
North America |
https://www.linkedin.com/in/gary-hirsh-a8a2568/ |
|
1.993 |
|
|
https://www.linkedin.com/company/stonegate-wealth-management-llc_2/ |
https://www.stonegatewealth.com/ |
Stonegate Wealth Management is a nationally known wealth management firm located in Oakland, New Jersey. We abide by a Fiduciary Standard which ensures we act in the client’s best interest, disclose how we are compensated, and subscribe to the NAPFA Code of Ethics. We provide comprehensive financial planning, retirement planning and investment management for clients in all financial situations. We act as a fiduciary and never earn commissions. We offer a full range of wealth advisory services including financial planning, trust and estate planning, investment advice, portfolio management and tax planning. These services are provided to individuals, families and their related entities (such as trusts) or other similar strategies. |
|
| Stonewood Investment Management |
Eldon |
Beinart |
CEO |
44 (0) 1481 722 589 |
WM |
eldon@stonewood.gg |
|
Suite 3, 2 Grange Place, The Grange |
St Peter Port |
|
GY1 2QA |
Guernsey |
Europe |
https://www.linkedin.com/in/eldon-beinart-526a5a10/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stonewood-capital/ |
https://stonewood.gg/ |
Stonewood Investment Management manages global investment funds providing value to our clients by delivering returns in excess of an agreed benchmark. |
|
| Stonewood Investment Management |
Sean |
Patterson |
Director |
44 (0) 1481 722 589 |
WM |
sean@stonewood.gg |
|
Suite 3, 2 Grange Place, The Grange |
St Peter Port |
|
GY1 2QA |
Guernsey |
Europe |
https://www.linkedin.com/in/sean-patterson-81b80b72/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stonewood-capital/ |
https://stonewood.gg/ |
Stonewood Investment Management manages global investment funds providing value to our clients by delivering returns in excess of an agreed benchmark. |
|
| Stonewood Investment Management |
Diane |
Harvey |
Fund & Client Services Administrator |
44 (0) 1481 722 589 |
WM |
dialanharvey@gmail.com |
|
Suite 3, 2 Grange Place, The Grange |
St Peter Port |
|
GY1 2QA |
Guernsey |
Europe |
https://www.linkedin.com/in/diane-harvey-potter-445a0729/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stonewood-capital/ |
https://stonewood.gg/ |
Stonewood Investment Management manages global investment funds providing value to our clients by delivering returns in excess of an agreed benchmark. |
|
| Stowe Financial Planning Inc |
Bob |
Stowe |
Founding Principal |
(972) 733-9959 |
WM |
bob@stowefinancialplanning.com |
|
1316 Village Creek, Suite 700 |
Plano |
TX |
75093 |
United States of America |
North America |
https://www.linkedin.com/in/stowefinancialplanning/ |
|
2.001 |
|
|
|
http://www.stowefinancialplanning.com/ |
SFP offers prudent administration of your investable assets with the goal being to achieve maximum risk/reward ratio. Simply put, our aim is to place your money in investments that provide optimal return on investment without undue risk or costs. Through careful research, ongoing monitoring of the industry and personal attention to your portfolio, we believe we offer one of the finest asset management services available anywhere. SFP is a Fee-Only firm so our compensation comes exclusively from you, our client. Refusing any conflicting, third-party incentives helps further align our interests with your own. We focus on providing a high level of personal service, getting to know you and your goals, in the true spirit of professional partnership. |
|
| Strata Wealth Advisors, LLC |
Ken |
Painter |
Founder & Chief Wealth Advisor |
(214) 420-7020 |
WM |
kpainter@stratawealth.com |
info@stratawealth.com |
8750 North Central Expressway Suite 1875 |
Dallas |
TX |
75231 |
United States of America |
North America |
https://www.linkedin.com/in/ken-painter/ |
|
2.017 |
$101 million |
|
https://www.linkedin.com/company/strata-wealth |
https://www.stratawealth.com |
Strata is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals. |
|
| Strategic Asset Management Group |
Andrew |
Oden |
CFO |
(954) 473-1110 |
WM |
Andrew@1samgroup.com |
|
6451 North Federal Highway Suite 409 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/robert-oden-953768b8/ |
|
|
|
|
|
http://www.1samgroup.com |
Strategic Asset Management is an independently owned registered investment adviser. We provide wealth management services and work to improve the lives of families, business owners, professionals, police officers, and other successful individuals. Our comprehensive approach encompasses thoughtful asset allocation combined with a conservative multi-manager selection process. We value our role as a boutique firm and feel that our size allows us to provide more personalized service. Our firm helps you reach your financial goals, giving you the opportunity to focus on your family or career. |
|
| Strategic Capital Advisers |
John |
Hancock |
President |
(303) 333-0060 Ext. 2 |
WM |
john@scadv.com |
|
3457 Ringsby Court #214 |
Denver |
CO |
80216 |
United States of America |
North America |
https://www.linkedin.com/in/john-hancock-cfp®-6337ab9/ |
|
|
$3,853 million |
|
|
https://www.scadv.com |
SCA is an Independent Investment Management firm founded in 1994. SCA is registered with the Securities and Exchange Commission as a Registered Investment Adviser (RIA). Starting out as a fiduciary in a consulting role to Pension Plans, over the next 20 years SCA evolved into an Investment Management Firm offering both discretionary and non-discretionary services. |
|
| Strategic Capital Advisers |
Jonathan |
Ahalt |
Principal |
(303) 333-0060 Ext. 3 |
WM |
ahalt@scadv.com |
|
3457 Ringsby Court #214 |
Denver |
CO |
80216 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-ahalt-65866a6/ |
|
|
$3,853 million |
|
|
https://www.scadv.com |
SCA is an Independent Investment Management firm founded in 1994. SCA is registered with the Securities and Exchange Commission as a Registered Investment Adviser (RIA). Starting out as a fiduciary in a consulting role to Pension Plans, over the next 20 years SCA evolved into an Investment Management Firm offering both discretionary and non-discretionary services. |
|
| Strategic Capital Advisers |
Phil |
Woodford |
Operations Manager |
(303) 333-0060 Ext. 1 |
WM |
phil@scadv.com |
|
3457 Ringsby Court #214 |
Denver |
CO |
80216 |
United States of America |
North America |
https://www.linkedin.com/in/philwoodford/ |
|
|
$3,853 million |
|
|
https://www.scadv.com |
SCA is an Independent Investment Management firm founded in 1994. SCA is registered with the Securities and Exchange Commission as a Registered Investment Adviser (RIA). Starting out as a fiduciary in a consulting role to Pension Plans, over the next 20 years SCA evolved into an Investment Management Firm offering both discretionary and non-discretionary services. |
|
| Strategic Capital Advisers |
Richard |
Purdy |
Analyst |
(303) 333-0060 Ext. 4 |
WM |
rich@scadv.com |
|
3457 Ringsby Court #214 |
Denver |
CO |
80216 |
United States of America |
North America |
https://www.linkedin.com/in/rich-purdy-9310871a/ |
|
|
$3,853 million |
|
|
https://www.scadv.com |
SCA is an Independent Investment Management firm founded in 1994. SCA is registered with the Securities and Exchange Commission as a Registered Investment Adviser (RIA). Starting out as a fiduciary in a consulting role to Pension Plans, over the next 20 years SCA evolved into an Investment Management Firm offering both discretionary and non-discretionary services. |
|
| Strategic Capital Allocation Group |
Brian |
Hunter |
Managing Director |
Direct: (617) 450-9301, Mobile: (617) 818-1470 |
WM |
bhunter@scagrp.com |
info@scagrp.com |
800 Boylston Street, 24th Floor |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/brian-hunter-26106515/ |
|
|
|
|
https://www.linkedin.com/company/strategic-capital-allocation-group-llc |
http://scagrp.com/ |
Strategic Capital Allocation Group is an investment strategy firm specializing in customized global asset allocation across traditional and alternative investments including hedge funds and private equity for endowments, foundations, other institutional investors, ultra high net worth individuals and family offices. |
|
| Strategic Capital Allocation Group |
Laurent |
Laskowski |
Director |
(617) 450-9300 |
WM |
llaskowski@scagrp.com |
info@scagrp.com |
800 Boylston Street, 24th Floor |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/laurent-laskowski-cfa-3952824/ |
|
|
|
|
https://www.linkedin.com/company/strategic-capital-allocation-group-llc |
http://scagrp.com/ |
Strategic Capital Allocation Group is an investment strategy firm specializing in customized global asset allocation across traditional and alternative investments including hedge funds and private equity for endowments, foundations, other institutional investors, ultra high net worth individuals and family offices. |
|
| Strategic Capital Allocation Group |
Ryan |
Spagnolo |
Director |
(617) 450-9300 |
WM |
rspagnolo@scagrp.com |
info@scagrp.com |
800 Boylston Street, 24th Floor |
Boston |
MA |
02199 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-spagnolo-cfa-3843b112/ |
|
|
|
|
https://www.linkedin.com/company/strategic-capital-allocation-group-llc |
http://scagrp.com/ |
Strategic Capital Allocation Group is an investment strategy firm specializing in customized global asset allocation across traditional and alternative investments including hedge funds and private equity for endowments, foundations, other institutional investors, ultra high net worth individuals and family offices. |
|
| Strategic Income Group, LLC |
Michael |
Gauthier |
Owner |
(480) 466-7070 |
WM |
michael@strategicincomegroup.com |
|
2330 W Ray Rd., Suite 3 |
Chandler |
AZ |
85224 |
United States of America |
North America |
https://www.linkedin.com/in/michaeljgauthier/ |
|
2.013 |
|
mike@truthinfinancialplanning.com |
https://truthinfinancialplanning.com/ |
https://strategicincomegroup.com/ |
Strategic Income Groups mission is to remove the financial burden of wealth management; by educating and guiding our clients to help them enjoy life and maximize their financial potential. We believe that managing your financial life does not have to get in the way of life. Using technology, time tested values, discipline and common sense, we guide our clients through the noise that surrounds our finances. Creating an ongoing plan that is customized to fit everyone of our clients unique situations, we focus on all four areas of financial planning: Estate, Investment, Insurance and Taxes. |
|
| Strategic Wealth Advisors Group, Inc. |
Tim |
Sullivan |
Founder & CEO |
(586) 203-2275 |
WM |
tsullivan@strategicwealthadvisorsgroup.com |
tsullivan@strategicwealthadvisorsgroup.com |
11111 Hall Road, Suite 101 |
Utica |
MI |
48317 |
United States of America |
North America |
https://www.linkedin.com/in/tim-sullivan-520947114/ |
|
2.014 |
|
|
https://www.linkedin.com/company/strategicwealthadvisorsgroupinc/ |
https://strategicwealthadvisorsgroup.com/ |
Strategic Wealth Advisors Group prides itself on helping you achieve financial peace of mind. Our success is based on your continued satisfaction. |
|
| Strategic Wealth Advisors, LLC |
Laurie |
Bagley |
Founder & Principal |
(480) 998-1798 |
WM |
laurie@xpertadvice.com |
info@xpertadvice.com |
9375 E Shea Blvd |
Scottsdale |
AR |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/laurie-bagley-cfa-b3677514/ |
|
1.998 |
$135M |
|
https://www.linkedin.com/company/strategic-wealth-advisors-llc |
http://www.xpertadvice.com/new/strategicwealthadvisors/ |
Strategic Wealth Advisors, LLC is a fee-only wealth management firm based in Scottsdale, Arizona. We focus on high net worth individuals and families, providing a customized approach to investment management and financial planning. |
|
| Strategic Wealth Advisors, LLC |
John |
Bagley |
Principal |
(480) 998-1798 |
WM |
john@xpertadvice.com |
info@xpertadvice.com |
9375 E Shea Blvd |
Scottsdale |
AR |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/john-bagley-38547111/ |
|
1.998 |
$135M |
|
https://www.linkedin.com/company/strategic-wealth-advisors-llc |
http://www.xpertadvice.com/new/strategicwealthadvisors/ |
Strategic Wealth Advisors, LLC is a fee-only wealth management firm based in Scottsdale, Arizona. We focus on high net worth individuals and families, providing a customized approach to investment management and financial planning. |
|
| Strategic Wealth Advisors, LLC |
Laurie |
Bagley |
Founder/Principal |
(480) 998-1798 |
WM |
Laurie@xpertadvice.com |
info@Xpertadvice.com |
9375 E Shea Blvd |
Scottsdale |
AR |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/laurie-bagley-cfa-b3677514/ |
|
1.998 |
$135 million |
|
https://www.linkedin.com/company/strategic-wealth-advisors-llc |
http://www.xpertadvice.com/new/strategicwealthadvisors/ |
Strategic Wealth Advisors, LLC is a fee-only wealth management firm based in Scottsdale, Arizona. We focus on high net worth individuals and families, providing a customized approach to investment management and financial planning. |
|
| Strategic Wealth Advisors, LLC |
John |
Bagley |
Principal |
(480) 998-1798 |
WM |
John@xpertadvice.com |
info@Xpertadvice.com |
9375 E Shea Blvd |
Scottsdale |
AR |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/john-bagley-38547111/ |
|
1.998 |
$135 million |
|
https://www.linkedin.com/company/strategic-wealth-advisors-llc |
http://www.xpertadvice.com/new/strategicwealthadvisors/ |
Strategic Wealth Advisors, LLC is a fee-only wealth management firm based in Scottsdale, Arizona. We focus on high net worth individuals and families, providing a customized approach to investment management and financial planning. |
|
| Strategic Wealth Management Group, LLC |
Michael |
Bigley |
President & Principal |
(724) 969-1180 |
WM |
mbigley@swmgroup.com |
|
Chief Centre - Suite 100, 455 Valleybrook Road |
McMurray |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/mike-bigley-329a3a31/ |
|
1.986 |
$1.1B |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://www.swmgroup.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| Strategic Wealth Management Group, LLC |
James |
Berquist |
Vice-President & Principal |
(724) 969-1180 |
WM |
jberquist@swmgroup.com |
|
Chief Centre - Suite 100, 455 Valleybrook Road |
McMurray |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/james-berquist-1718126/ |
|
1.986 |
$1.1B |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://www.swmgroup.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| Strategic Wealth Management Group, LLC |
James |
Reese Jr |
Treasurer & Principal |
(724) 969-1180 |
WM |
jreese@swmgroup.com |
|
Chief Centre - Suite 100, 455 Valleybrook Road |
McMurray |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/jimpreesejr/ |
|
1.986 |
$1.1B |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://www.swmgroup.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| Strategic Wealth Management Group, LLC |
Richard |
Hurt |
Chief Financial Officer & Client Relationship Manager |
(724) 969-1180 |
WM |
rhurt@swmgroup.com |
|
Chief Centre - Suite 100, 455 Valleybrook Road |
McMurray |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/hurt-richard-1832a35/ |
|
1.986 |
$1.1B |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://www.swmgroup.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| Strategic Wealth Management Group, LLC |
Karen |
Chess |
Operations Manager |
(724) 969-1180 |
WM |
kchess@swmgroup.com |
|
Chief Centre - Suite 100, 455 Valleybrook Road |
McMurray |
PA |
15317 |
United States of America |
North America |
https://www.linkedin.com/in/karen-chess-6138469a/ |
|
1.986 |
$1.1B |
|
https://www.linkedin.com/company/mcmahon-financial-advisors-llc/ |
https://www.swmgroup.com/ |
At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. Our service and long-term thinking are the cornerstones of our business. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. At MFA, the growth of our business is secondary to our primary concern of serving our existing relationships. We strive to be the preeminent financial services resource in the region. |
|
| Strategic Wealth Partners |
Mark |
Weil |
Wealth Advisor |
(224) 632-1600 |
WM |
mweil@stratwealth.com |
info@stratwealth.com |
520 Lake Cook Road, Suite 520 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/mark-weil-cfp®-18361682/ |
|
2.008 |
$540M |
|
https://www.linkedin.com/company/strategic-wealth-partners-llc |
https://www.stratwealth.com/ |
Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve. |
|
| Strategic Wealth Partners |
Ashley |
Bebeau |
Wealth Advisor & Senior Financial Planner |
(224) 632-1600 |
WM |
abebeau@stratwealth.com |
info@stratwealth.com |
520 Lake Cook Road, Suite 520 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/abebeau/ |
|
2.008 |
$540M |
|
https://www.linkedin.com/company/strategic-wealth-partners-llc |
https://www.stratwealth.com/ |
Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve. |
|
| Strategic Wealth Partners |
David |
Copeland |
Principal |
(224) 632-1600 |
WM |
dcopeland@stratwealth.com |
info@stratwealth.com |
520 Lake Cook Road, Suite 520 |
Deerfield |
IL |
60015 |
United States of America |
North America |
https://www.linkedin.com/in/david-copeland-6888a741/ |
|
2.008 |
$540 million |
|
https://www.linkedin.com/company/strategic-wealth-partners-llc |
https://www.stratwealth.com/ |
Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve. |
|
| Strategic Wealth Planning |
Stephen |
Blum |
President |
(214) 727-6000, Mobile: (214) 727-6000 |
WM |
sjblum@awealthplan.com |
info@awealthplan.com |
14900 Landmark Blvd Suite 460 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/awealthplan/ |
|
2.003 |
$382 million |
|
https://www.linkedin.com/company/strategicwealthplanning |
http://awealthplan.com |
Strategic Wealth Management, Inc. provides wealth management services. The Company offers portfolio management, financial planning, and institutional consulting solutions. Strategic Wealth Management operates in the State of Washington. |
|
| Strategic Wealth Planning |
Mitchell |
Kuhn |
Director of Advanced Planning and Due Diligence |
(214) 727-6000 |
WM |
MKuhn@awealthplan.com |
info@awealthplan.com |
14900 Landmark Blvd Suite 460 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/mitchellkuhn/ |
|
2.003 |
$382 million |
|
https://www.linkedin.com/company/strategicwealthplanning |
http://awealthplan.com |
Strategic Wealth Management, Inc. provides wealth management services. The Company offers portfolio management, financial planning, and institutional consulting solutions. Strategic Wealth Management operates in the State of Washington. |
|
| Strategic Wealth Planning |
Brant |
Brubaker |
Senior Investment Strategist |
(214) 727-6000 |
WM |
bbrubaker@awealthplan.com |
info@awealthplan.com |
14900 Landmark Blvd Suite 460 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/brantbrubaker/ |
|
2.003 |
$382 million |
|
https://www.linkedin.com/company/strategicwealthplanning |
http://awealthplan.com |
Strategic Wealth Management, Inc. provides wealth management services. The Company offers portfolio management, financial planning, and institutional consulting solutions. Strategic Wealth Management operates in the State of Washington. |
|
| Strategy Financial Group, LLC |
Calvin |
Goetz |
Founder & President |
(602) 343-9301 |
WM |
cgoetz@strategyfinancialgroup.com |
info@strategyfinancialgroup.com |
3200 E. Camelback Rd., Suite 285 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/calvingoetz/ |
|
2.010 |
|
|
https://www.linkedin.com/company/strategy-financial-group/ |
https://www.strategyfinancialgroup.com/ |
Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement Planning and Financial Planning. For more than a decade, the Partners of Strategy Financial Group have helped hundreds of clients throughout the nation tailor a personalized suite of services to best fit their goals.
Strategy Financial Group offers on-site educational workshops for your employees. Our Financial Wellness Program is a great way to educate your employees on a variety of financial and retirement planning topics. Please visit our website for a list of topics. Call us to learn more or to schedule one of our fun lunch and learns. |
|
| StratFI |
James |
Lee |
Founder |
(302) 884-6742 |
WM |
jlee@stratfi.com |
|
1201 N. Orange, Suite 742 |
Wilmington |
DE |
19801 |
United States of America |
North America |
https://www.linkedin.com/in/jleeadvisor/ |
|
|
|
|
|
https://www.stratfi.com/ |
We are a Wilmington, Delaware-based wealth management firm with a unique approach to capturing investment returns while minimizing risk. |
|
| Strathmore Capital Advisors |
Max |
Stroman |
Financial Advisor |
Mobile: (202) 750-8357 |
WM |
ems@strathmorecapadv.com |
|
1200 G St. NW, 8th Floor |
Washington |
DC |
20005 |
United States of America |
North America |
https://www.linkedin.com/in/max-stroman-cfp®-53bb4495/ |
Taxes, Insurance, Estate Planning |
2.005 |
$240M |
|
|
http://www.strathmorecapadv.com/ |
Strathmore Capital Advisors is a family owned wealth management firm founded in 2005. Our goal is simple: Provide fee-only wealth management services that are designed to help our clients make the best possible decisions for their financial futures. |
|
| Strathmore Capital Advisors |
John Charles |
Kernodle |
President & Financial Advisor |
Office: (704) 364-4241, Mobile: (704) 905-7051 |
WM |
jck@strathmorecapadv.com |
|
1200 G St. NW, 8th Floor |
Washington |
DC |
20005 |
United States of America |
North America |
https://www.linkedin.com/in/jkernodle/ |
Taxes, Insurance, Estate Planning |
2.005 |
$240M |
|
|
http://www.strathmorecapadv.com/ |
Strathmore Capital Advisors is a family owned wealth management firm founded in 2005. Our goal is simple: Provide fee-only wealth management services that are designed to help our clients make the best possible decisions for their financial futures. |
|
| Stratos Wealth Partners, Ltd |
Jeff |
Concepcion |
Founder & CEO |
(866) 553-9882 |
WM |
jconcepcion@stratoswp.com |
Info@stratoswp.com |
3750 Park East Drive |
Beachwood |
OH |
44122 |
United States of America |
North America |
https://www.linkedin.com/in/jeffconcepcion1/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.stratoswealthpartners.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| Stratos Wealth Partners, Ltd |
Nancy |
Andrefsky |
CFO & COO |
(866) 553-9882 |
WM |
nandrefsky@stratoswp.com |
Info@stratoswp.com |
3750 Park East Drive |
Beachwood |
OH |
44122 |
United States of America |
North America |
|
|
2.008 |
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.stratoswealthpartners.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| Stratos Wealth Partners, Ltd |
Charles |
Shapiro |
Founding Partner, Chief Development Officer |
(866) 553-9882 |
WM |
cshapiro@stratoswp.com |
Info@stratoswp.com |
3750 Park East Drive |
Beachwood |
OH |
44122 |
United States of America |
North America |
https://www.linkedin.com/in/charles-shapiro-81074b49/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.stratoswealthpartners.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| Stratos Wealth Partners, Ltd |
Matthew |
Dunn |
CCO |
(866) 553-9882 |
WM |
mdunn@stratoswp.com |
Info@stratoswp.com |
3750 Park East Drive |
Beachwood |
OH |
44122 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-dunn-9453b0177/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.stratoswealthpartners.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| Stratos Wealth Partners, Ltd |
Jim |
Lupica |
Founding and Managing Partner |
(866) 553-9882 |
WM |
jlupica@stratoswp.com |
Info@stratoswp.com |
3750 Park East Drive |
Beachwood |
OH |
44122 |
United States of America |
North America |
https://www.linkedin.com/in/jameslupica/ |
|
2.008 |
|
|
https://www.linkedin.com/company/stratos-wealth-partners/ |
https://www.stratoswealthpartners.com/ |
Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. |
|
| STRIVE Wealth & Protection Planning LLC |
Jed |
Reese |
President and CEO |
(208) 853-0600 |
WM |
jed@striveplanning.com |
contact@striveplanning.com |
3597 E. Monarch Sky Lane, Suite 240 |
Boise |
ID |
83646 |
United States of America |
North America |
https://www.linkedin.com/in/jedreese/ |
|
2.013 |
|
|
https://www.linkedin.com/company/strive-wealth-&-protection-planning-llc/ |
http://www.striveplanning.com/ |
STRIVE Wealth & Protection Planning specializes in providing comprehensive financial solutions for business and individuals with an emphasis in corporate benefit plans and financial planning. We are committed to go above and beyond what is expected and consistently deliver a WOW experience to each one of our clients and professional partners. |
|
| Stronghold Wealth Management |
Keith |
Downey |
Founding Manager / Managing Director |
(813) 775-7099 |
WM |
kdowney@strwealth.com |
firm@strwealth.com |
1005 W. Cleveland Street |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/keithdowneyfinancialadvisor/ |
|
|
|
|
https://www.linkedin.com/company/stronghold-wealth-management/ |
http://www.strwealth.com/ |
Stronghold Wealth Management is a planning and asset management firm that believes in developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs. |
|
| Stronghold Wealth Management |
Richard |
Alley |
Equity Partner / Director of Investment Research |
(813) 775-7099 |
WM |
ralley@strwealth.com |
firm@strwealth.com |
1005 W. Cleveland Street |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/richardhalley/ |
|
|
|
|
https://www.linkedin.com/company/stronghold-wealth-management/ |
http://www.strwealth.com/ |
Stronghold Wealth Management is a planning and asset management firm that believes in developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs. |
|
| Stylus Asset Management Inc. |
Richard |
Przyblski |
President and Chief Investment Officer |
(416) 847-5900 |
WM |
rickp@stylusam.com |
contact@stylusam.com |
1525 Cornwall Rd Unit 5 |
Oakville |
ON |
L6J 0B2 |
Canada |
North America |
|
|
|
$400M |
|
https://www.linkedin.com/company/stylus-asset-management-inc-/?originalSubdomain=ca |
http://stylusam.com/ |
STYLUS is a boutique wealth management firm providing comprehensive investment and financial planning services to individuals, families, corporations, and trusts. With a focus on creating sustainable, multi-generational wealth, we work exclusively with a minimum household investment of $500,000. |
|
| Stylus Asset Management Inc. |
Juliana |
Varpalotai-Xavier |
CFO & COO |
(416) 847-5900 |
WM |
julianna@stylusam.com |
contact@stylusam.com |
1525 Cornwall Rd Unit 5 |
Oakville |
ON |
L6J 0B2 |
Canada |
North America |
https://www.linkedin.com/in/julianna-varpalotai-xavier-45a4aa15/ |
|
|
$400M |
|
https://www.linkedin.com/company/stylus-asset-management-inc-/?originalSubdomain=ca |
http://stylusam.com/ |
STYLUS is a boutique wealth management firm providing comprehensive investment and financial planning services to individuals, families, corporations, and trusts. With a focus on creating sustainable, multi-generational wealth, we work exclusively with a minimum household investment of $500,000. |
|
| Stylus Asset Management Inc. |
Brennan |
Carson |
Vice President |
(416) 847-5900 ext 6 |
WM |
bcarson@stylusam.com |
contact@stylusam.com |
1525 Cornwall Rd Unit 5 |
Oakville |
ON |
L6J 0B2 |
Canada |
North America |
https://www.linkedin.com/in/brennan-carson-40181b4/ |
|
|
$400M |
|
https://www.linkedin.com/company/stylus-asset-management-inc-/?originalSubdomain=ca |
http://stylusam.com/ |
STYLUS is a boutique wealth management firm providing comprehensive investment and financial planning services to individuals, families, corporations, and trusts. With a focus on creating sustainable, multi-generational wealth, we work exclusively with a minimum household investment of $500,000. |
|
| Success Wealth Management | Jorge I. Blanco, CFP®, Certified Financial Planner™ |
Jorge |
Blanco |
President / Financial Planner |
(813) 237-7767 |
WM |
jorge@SuccessWealthManagement.com |
|
401 E. Jackson St. Suite 3675 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/jorgeiblanco/ |
|
2.010 |
|
|
https://www.linkedin.com/company/success-wealth-management/ |
https://www.successwealthmanagement.com/ |
Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation. |
|
| Success Wealth Management | Jorge I. Blanco, CFP®, Certified Financial Planner™ |
Karim "KP" |
Poonawala |
Wealth Manager |
(407) 377-0060 |
WM |
karim.poonawala@lpl.com |
|
401 E. Jackson St. Suite 3675 |
Tampa |
FL |
33602 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/success-wealth-management/ |
https://www.successwealthmanagement.com/ |
Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation. |
|
| Sullivan, Bruyette, Speros & Blayney, LLC |
Kris |
Andrejev |
Principal, Senior Client Advisor |
(703) 734-4644 |
WM |
kris.andrejev@sbsbllc.com |
|
8444 Westpark Dr Suite 610 |
McLean |
VA |
22102 |
United States of America |
North America |
|
|
1.991 |
$2.7B |
|
https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/ |
https://sbsbllc.com |
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. |
|
| Sullivan, Bruyette, Speros & Blayney, LLC |
James |
Bruyette |
Principal, CoFounder |
(703) 734-9321 |
WM |
jim.bruyette@sbsbllc.com |
|
8444 Westpark Dr Suite 610 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/jim-bruyette-128bb57/ |
|
1.991 |
$2.7B |
|
https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/ |
https://sbsbllc.com |
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. |
|
| Sullivan, Bruyette, Speros & Blayney, LLC |
Patrick |
Dunne |
Principal, Senior Client Advisor |
(703) 734-4638 |
WM |
patrick.dunne@sbsbllc.com |
|
8444 Westpark Dr Suite 610 |
McLean |
VA |
22102 |
United States of America |
North America |
|
|
1.991 |
$2.7B |
|
https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/ |
https://sbsbllc.com |
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. |
|
| Sullivan, Bruyette, Speros & Blayney, LLC |
Gary |
Ingram |
Principal, Senior Client Advisor |
(703) 734-4617 |
WM |
gary.ingram@sbsbllc.com |
|
8444 Westpark Dr Suite 610 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/gary-ingram-2075212/ |
|
1.991 |
$2.7B |
|
https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/ |
https://sbsbllc.com |
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. |
|
| Sullivan, Bruyette, Speros & Blayney, LLC |
Mark |
Johannessen |
Principal, Senior Client Advisor |
Mobile: (301) 906-3936 |
WM |
mark.johannessen@sbsbllc.com |
|
8444 Westpark Dr Suite 610 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/mark-johannessen-b68085a4/ |
|
1.991 |
$2.7B |
|
https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/ |
https://sbsbllc.com |
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. |
|
| Sullivan, Bruyette, Speros & Blayney, LLC |
Allison |
Cardenas |
Senior Associate |
(703) 734-4637 |
WM |
Allison.Cardenas@sbsbllc.com |
|
8444 Westpark Dr Suite 610 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/allisonchittenden/ |
|
1.991 |
$2.7B |
|
https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney/ |
https://sbsbllc.com |
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. |
|
| Sulzberger Capital Advisors |
Gene |
Sulzberger |
President |
(305) 573-4900 |
WM |
gene@sulzbergercapital.com |
|
4500 Biscayne Boulevard
Suite 205 |
Miami |
FL |
33137 |
United States of America |
North America |
https://www.linkedin.com/in/gene-sulzberger-jd-tep-cfp®-adpa®-b636052/ |
|
|
|
|
https://www.linkedin.com/company/sulzberger-capital-advisors/ |
http://www.sulzbergercapital.com/ |
Sulzberger Capital Advisors works with individual U.S. and international clients and their unique investment needs. Our mission is to create customized investment solutions to help our clients meet their long term financial and retirement goals. Think of Sulzberger Capital Advisors as an alternative to the big name companies when you are looking for a personalized approach. |
|
| Summit Asset Management, LLC |
John |
Laughlin |
Principal & Advisor |
(901) 729-8100 |
WM |
john@summitassetmanagement.com |
info@summitassetmanagement.com |
5100 Wheelis Drive, Suite 107 |
Memphis |
TN |
38117 |
United States of America |
North America |
https://www.linkedin.com/in/john-laughlin-1401541/ |
|
1.991 |
$506M |
|
|
http://www.summitassetmanagement.com/ |
Summit Asset Management has been providing investment services and financial advice since 1991. We have deep roots that have connected us to the community and the financial services industry for generations. Accordingly, we know the importance of lasting relationships. Our vision is to continue that legacy and that same commitment to people in everything we do. |
|
| Summit Asset Management, LLC |
Alex |
Thompson |
Principals |
(901) 729-8100 |
WM |
alex@summitassetmanagement.com |
info@summitassetmanagement.com |
5100 Wheelis Drive, Suite 107 |
Memphis |
TN |
38117 |
United States of America |
North America |
|
|
1.991 |
$506M |
|
|
http://www.summitassetmanagement.com/ |
Summit Asset Management has been providing investment services and financial advice since 1991. We have deep roots that have connected us to the community and the financial services industry for generations. Accordingly, we know the importance of lasting relationships. Our vision is to continue that legacy and that same commitment to people in everything we do. |
|
| Summit Financial |
Stan |
Gregor |
CEO |
(973) 285-4530 |
WM |
sgregor@sfr1.com |
|
4 Campus Drive |
Parsippany |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/stan-gregor-2113465/ |
|
1.982 |
|
|
https://www.linkedin.com/company/summit-financialllc/ |
https://summitfinancial.com/ |
Summit Financial, LLC, founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. |
|
| Summit Financial |
Steven |
Weinman |
President |
(973) 285-3600 |
WM |
sweinman@sfr1.com |
|
4 Campus Drive |
Parsippany |
NJ |
07054 |
United States of America |
North America |
|
|
1.982 |
|
|
https://www.linkedin.com/company/summit-financialllc/ |
https://summitfinancial.com/ |
Summit Financial, LLC, founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. |
|
| Summit Financial |
Michael |
Bremer |
COO |
(973) 285-3600 |
WM |
mbremer@sfr1.com |
|
4 Campus Drive |
Parsippany |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/michael-bremer-87984a7/ |
|
1.982 |
|
|
https://www.linkedin.com/company/summit-financialllc/ |
https://summitfinancial.com/ |
Summit Financial, LLC, founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. |
|
| Summit Financial |
Mara |
Stempler |
CFO |
(973) 285-3600 |
WM |
mstempler@sfr1.com |
|
4 Campus Drive |
Parsippany |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/mara-stempler-80a17412/ |
|
1.982 |
|
|
https://www.linkedin.com/company/summit-financialllc/ |
https://summitfinancial.com/ |
Summit Financial, LLC, founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. |
|
| Summit Financial |
Craig |
Weiss |
CCO |
(973) 285-3600 |
WM |
cweiss@sfr1.com |
|
4 Campus Drive |
Parsippany |
NJ |
07054 |
United States of America |
North America |
https://www.linkedin.com/in/craig-weiss-5932309/ |
|
1.982 |
|
|
https://www.linkedin.com/company/summit-financialllc/ |
https://summitfinancial.com/ |
Summit Financial, LLC, founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. |
|
| Summit Financial Strategies |
Liam |
Hurley |
Partner, Chief Investment Officer, Senior Financial Advisor |
(614) 885-1115 |
WM |
liam@summitfin.com |
|
7965 N. High St., Suite 350 |
Columbus |
OH |
43235 |
United States of America |
North America |
https://www.linkedin.com/in/liam-hurley-a251a813/ |
|
1.995 |
$1B |
|
https://www.linkedin.com/company/summit-financial-strategies-inc/ |
https://www.summitfin.com/ |
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. |
|
| Summit Financial Strategies |
Samantha |
Macchia |
President & Chief Executive Officer |
(614) 885-1115 |
WM |
samantha@summitfin.com |
|
7965 N. High St., Suite 350 |
Columbus |
OH |
43235 |
United States of America |
North America |
https://www.linkedin.com/in/samantha-macchia-9922a97/ |
|
1.995 |
$1B |
sam.macchia@summitfin.com |
https://www.linkedin.com/company/summit-financial-strategies-inc/ |
https://www.summitfin.com/ |
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. |
|
| Summit Private Wealth Management |
Scott |
Clarke |
Owner & Founder |
(817) 685-7570 |
WM |
scott@summitpwm.com |
|
4008 Gateway Dr., Suite 100 |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/scott-clarke-15396489/ |
|
|
|
|
|
https://www.summitpwm.com/ |
Summit Private Wealth Management offers 3 levels of services to help you answer all those “what if” financial questions that life’s big transitions like divorce, loss of a loved one, or a job change bring -- so whether you are looking for free educational resources, need some short-term financial guidance, or prefer long-term financial planning, we’ve got something for you. |
|
| Summit Private Wealth Management |
Dawn |
Clarke |
Business Consultant |
(817) 685-7570 |
WM |
dawn@summitpwm.com |
|
4008 Gateway Dr., Suite 100 |
Colleyville |
TX |
76034 |
United States of America |
North America |
|
|
|
|
|
|
https://www.summitpwm.com/ |
Summit Private Wealth Management offers 3 levels of services to help you answer all those “what if” financial questions that life’s big transitions like divorce, loss of a loved one, or a job change bring -- so whether you are looking for free educational resources, need some short-term financial guidance, or prefer long-term financial planning, we’ve got something for you. |
|
| Summit Private Wealth Management |
Maria |
Penzes |
Client Service Coordinator |
(817) 685-7570 |
WM |
maria@summitpwm.com |
|
4008 Gateway Dr., Suite 100 |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/maria-penzes-5121371b/ |
|
|
|
|
|
https://www.summitpwm.com/ |
Summit Private Wealth Management offers 3 levels of services to help you answer all those “what if” financial questions that life’s big transitions like divorce, loss of a loved one, or a job change bring -- so whether you are looking for free educational resources, need some short-term financial guidance, or prefer long-term financial planning, we’ve got something for you. |
|
| Summit Private Wealth Management |
Theresa |
Vella |
Office Manager |
(817) 685-7570 |
WM |
theresa@summitpwm.com |
|
4008 Gateway Dr., Suite 100 |
Colleyville |
TX |
76034 |
United States of America |
North America |
https://www.linkedin.com/in/theresa-vella-28189063/ |
|
|
|
|
|
https://www.summitpwm.com/ |
Summit Private Wealth Management offers 3 levels of services to help you answer all those “what if” financial questions that life’s big transitions like divorce, loss of a loved one, or a job change bring -- so whether you are looking for free educational resources, need some short-term financial guidance, or prefer long-term financial planning, we’ve got something for you. |
|
| Summit Trail Advisors |
Michael |
Cohen |
Partner, Advisor |
(212) 812-7010 |
WM |
michael.cohen@summittrail.com |
|
2 Grand Central Tower 140 East 45th Street 28th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michael-cohen-4287483b/ |
|
2.015 |
|
|
https://www.linkedin.com/company/summit-trail-advisors/ |
https://www.summittrail.com/ |
Summit Trail Advisors is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. |
|
| Summit Trail Advisors |
James |
Cantelupe |
Partner, Advisor |
(212) 812-7010 |
WM |
james.cantelupe@summittrail.com |
|
2 Grand Central Tower 140 East 45th Street 28th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/james-cantelupe-42276658/ |
|
2.015 |
|
|
https://www.linkedin.com/company/summit-trail-advisors/ |
https://www.summittrail.com/ |
Summit Trail Advisors is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. |
|
| Summit Trail Advisors |
Peter |
Gambee |
Partner, Advisor |
(212) 812-7010 |
WM |
peter.gambee@summittrail.com |
|
2 Grand Central Tower 140 East 45th Street 28th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/peter-gambee-0a9a719/ |
|
2.015 |
|
|
https://www.linkedin.com/company/summit-trail-advisors/ |
https://www.summittrail.com/ |
Summit Trail Advisors is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. |
|
| Summit Trail Advisors |
Thomas |
Harms |
Partner, COO |
(212) 812-7010 |
WM |
tom.harms@summittrail.com |
|
2 Grand Central Tower 140 East 45th Street 28th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/tom-harms-6a08803/ |
|
2.015 |
|
|
https://www.linkedin.com/company/summit-trail-advisors/ |
https://www.summittrail.com/ |
Summit Trail Advisors is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. |
|
| Summit Trail Advisors |
Jerome |
Lucas |
Partner, Advisor |
(212) 812-7010 |
WM |
jerome.lucas@summittrail.com |
|
2 Grand Central Tower 140 East 45th Street 28th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jerry-lucas-a3865147/ |
|
2.015 |
|
|
https://www.linkedin.com/company/summit-trail-advisors/ |
https://www.summittrail.com/ |
Summit Trail Advisors is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. |
|
| Summit Wealth Group |
Randy |
Morris |
CEO |
(602) 388-1794 |
WM |
rmorris@summitwealthgroup.com |
info@summitwealthgroup.com |
13710 Struthers Road, Suite 115 |
Colorado Springs |
CO |
80921 |
United States of America |
North America |
https://www.linkedin.com/in/morrisrandy/ |
|
2.002 |
|
|
https://www.linkedin.com/company/summitwealthgroup/ |
https://www.summitwealthgroup.com/ |
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. At Summit Wealth Group, we understand that individuals, families, and business owners all face unique challenges and opportunities throughout their financial journey. Whether you are preparing for retirement, saving for college, going through a life transition, or implementing an estate strategy, our personalized service focuses on your needs and objectives. In addition, our in-house tax and accounting team specializes in tax strategies and business consulting to help your business and personal objectives work together more cohesively. |
|
| Summit Wealth Group |
Scott |
Marks |
Financial Advisor |
(602) 388-1794 |
WM |
smarks@summitwealthgroup.com |
info@summitwealthgroup.com |
13710 Struthers Road, Suite 115 |
Colorado Springs |
CO |
80921 |
United States of America |
North America |
https://www.linkedin.com/in/r-scott-marks-cfp®-0464806a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/summitwealthgroup/ |
https://www.summitwealthgroup.com/ |
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. At Summit Wealth Group, we understand that individuals, families, and business owners all face unique challenges and opportunities throughout their financial journey. Whether you are preparing for retirement, saving for college, going through a life transition, or implementing an estate strategy, our personalized service focuses on your needs and objectives. In addition, our in-house tax and accounting team specializes in tax strategies and business consulting to help your business and personal objectives work together more cohesively. |
|
| Summit Wealth Management |
Ed |
Grogan |
President |
(253) 858-2884 |
WM |
ed@summitplans.com |
info@summitplans.com |
6625 Wagner Way, Suite 320 |
Gig Harbor |
WA |
98335 |
United States of America |
North America |
https://www.linkedin.com/in/edgrogangigharbor/ |
|
|
|
|
https://www.linkedin.com/company/summit-plans/ |
https://summitplans.com/ |
Summit Wealth Management is an award-winning, client-driven wealth management firm with clients spanning the globe. We are a boutique firm, but we have partnered with Commonwealth Financial Network, which means we offer the best of both worlds. We avoid the pitfalls of a complex corporate hierarchy, so we are focused on our clients and their business, instead of our own. And yet we have the resources, expertise and comprehensive range of services of a one hundred billion dollar broker/dealer. We pride ourselves on being professional and are very, very good at what we do. We also love what we do, and we aren’t afraid to show it. We are headquartered in Gig Harbor because it is an incredible place to live, and we love being an active and engaged part of our community. Another passion is serving the community we live and work in every day. |
|
| Summit Wealth Management |
Molly |
Hill |
Vice President of Operations |
(253) 858-2884 |
WM |
molly@summitplans.com |
info@summitplans.com |
6625 Wagner Way, Suite 320 |
Gig Harbor |
WA |
98335 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/summit-plans/ |
https://summitplans.com/ |
Summit Wealth Management is an award-winning, client-driven wealth management firm with clients spanning the globe. We are a boutique firm, but we have partnered with Commonwealth Financial Network, which means we offer the best of both worlds. We avoid the pitfalls of a complex corporate hierarchy, so we are focused on our clients and their business, instead of our own. And yet we have the resources, expertise and comprehensive range of services of a one hundred billion dollar broker/dealer. We pride ourselves on being professional and are very, very good at what we do. We also love what we do, and we aren’t afraid to show it. We are headquartered in Gig Harbor because it is an incredible place to live, and we love being an active and engaged part of our community. Another passion is serving the community we live and work in every day. |
|
| Summitry (fka The Golub Group) |
Colin |
Higgins |
President |
(650) 212-2240 |
WM |
colin@golubgroup.com |
hello@summitry.com |
1850 Gateway Dr Suite 100 |
San Mateo |
CA |
94404 |
United States of America |
North America |
https://www.linkedin.com/in/colin-higgins-b8a6952/ |
|
2.003 |
$1B |
|
https://www.linkedin.com/company/golubgroup |
http://www.golubgroup.com |
Summitry was organized as an independent investment advisory firm in 2003. We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund. |
|
| Summitry (fka The Golub Group) |
Kurt |
Hoefer |
Partner |
(650) 212-2240 |
WM |
kurt@golubgroup.com |
hello@summitry.com |
1850 Gateway Dr Suite 100 |
San Mateo |
CA |
94404 |
United States of America |
North America |
https://www.linkedin.com/in/kurt-hoefer-cfa-b82377/ |
|
2.003 |
$1B |
|
https://www.linkedin.com/company/golubgroup |
http://www.golubgroup.com |
Summitry was organized as an independent investment advisory firm in 2003. We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund. |
|
| Summitry (fka The Golub Group) |
Joe |
Martin |
Partner |
(650) 212-2240 |
WM |
Joe@golubgroup.com |
hello@summitry.com |
1850 Gateway Dr Suite 100 |
San Mateo |
CA |
94404 |
United States of America |
North America |
https://www.linkedin.com/in/joe-martin-2ba2aa28/ |
|
2.003 |
$1B |
|
https://www.linkedin.com/company/golubgroup |
http://www.golubgroup.com |
Summitry was organized as an independent investment advisory firm in 2003. We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund. |
|
| Summitry (fka The Golub Group) |
Jennifer |
Rouse |
Director of Operations, CCO |
(650) 212-2240 |
WM |
jennifer@golubgroup.com |
hello@summitry.com |
1850 Gateway Dr Suite 100 |
San Mateo |
CA |
94404 |
United States of America |
North America |
https://www.linkedin.com/in/rousejennifer/ |
|
2.003 |
$1B |
|
https://www.linkedin.com/company/golubgroup |
http://www.golubgroup.com |
Summitry was organized as an independent investment advisory firm in 2003. We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund. |
|
| SummitWealth Partners |
Tom |
Francis |
Principal |
(972) 455-9004 |
WM |
tom@summitwealthpartners.com |
Tony@summitwealthpartners.com |
12377 Merit Dr #1500 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/thomasjfrancis/ |
|
|
$409 million |
|
|
http://www.summitwealthpartners.com |
At SummitWealth Partners we believe whether your financial goals are personal or business related, they are unique to you. To help realize these goals you want to have a collaborative one-on-one relationship with a highly qualified partner who can help identify and prioritize your short and long-term goals. |
|
| SummitWealth Partners |
Nasmi |
Morales |
Principal |
(972) 455-9016 |
WM |
nasmi@summitwealthpartners.com |
Tony@summitwealthpartners.com |
12377 Merit Dr #1500 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/nasmimorales/ |
|
|
$409 million |
|
|
http://www.summitwealthpartners.com |
At SummitWealth Partners we believe whether your financial goals are personal or business related, they are unique to you. To help realize these goals you want to have a collaborative one-on-one relationship with a highly qualified partner who can help identify and prioritize your short and long-term goals. |
|
| SummitWealth Partners |
Patti |
Holloway |
Director of Communications |
(972) 455-9025 |
WM |
patti@summitwealthpartners.com |
Tony@summitwealthpartners.com |
12377 Merit Dr #1500 |
Dallas |
TX |
75251 |
United States of America |
North America |
https://www.linkedin.com/in/patti-holloway-8a379b27/ |
|
|
$409 million |
|
|
http://www.summitwealthpartners.com |
At SummitWealth Partners we believe whether your financial goals are personal or business related, they are unique to you. To help realize these goals you want to have a collaborative one-on-one relationship with a highly qualified partner who can help identify and prioritize your short and long-term goals. |
|
| Sumnicht & Associates |
Vern |
Sumnicht |
CEO |
(920) 731-4455 |
WM |
vern@sumnicht.com |
clientservices@sumnicht.com |
W6240 Communication Court, Suite 1 |
Appleton |
WI |
54914 |
United States of America |
North America |
https://www.linkedin.com/in/vernsumnichtcfp/ |
|
1.988 |
|
|
|
http://www.sumnicht.com/ |
Sumnicht & Associates is a Wisconsin-based investment management firm. The firm offers investment services to high-net-worth individuals, trusts, corporations, and foundations. Additionally, it provides investment advisory, estate planning, tax management, and retirement planning services. The firm was founded in 1988 and is based in Appleton, Wisconsin. |
|
| Sumnicht & Associates |
David |
Hackney |
Managing Director |
(920) 731-4455 |
WM |
david@sumnicht.com |
clientservices@sumnicht.com |
W6240 Communication Court, Suite 1 |
Appleton |
WI |
54914 |
United States of America |
North America |
https://www.linkedin.com/in/david-hackney-97a10184/ |
|
1.988 |
|
|
|
http://www.sumnicht.com/ |
Sumnicht & Associates is a Wisconsin-based investment management firm. The firm offers investment services to high-net-worth individuals, trusts, corporations, and foundations. Additionally, it provides investment advisory, estate planning, tax management, and retirement planning services. The firm was founded in 1988 and is based in Appleton, Wisconsin. |
|
| Suncoast Equity Management, LLC |
Donald |
Jowdy |
CEO and Chief Investment Officer |
(813) 963-0502 |
WM |
djowdy@suncoastequity.com |
info@suncoastequity.com |
5550 W. Executive Dr., Suite 320 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/don-jowdy-4337b37/ |
|
1.997 |
|
|
https://www.linkedin.com/company/suncoast-equity-management-inc-/ |
https://suncoastequity.com/ |
Suncoast Equity Management is dedicated to providing you with what we believe is a time-tested strategy with proven success. Established in 1997, we are an investment management firm in Tampa, Florida. As a registered investment advisor, we offer a portfolio of stocks in carefully selected, high-quality corporations. This portfolio of stocks is designed for the long term, and has delivered above-average returns and less risk.
Our approach for long-term investment begins by selecting a group of companies that meet the stringent criteria of Suncoast Equity Management’s Disciplined Investment System (SEM-DIS). Through this 5-step system, our investment management experts employ the proven philosophy of Warren Buffett and Benjamin Graham. Like Graham and Buffett, we believe true wealth is created through investing in top-quality companies for the long term. Our investment management principles have attracted clients from far and wide. We serve a diverse group of clients, including high net-worth individuals, trust funds, endowments, foundations, corporations, retirement accounts, and financial planners in search of investment opportunities for their clients. |
|
| Suncoast Equity Management, LLC |
Beth |
Dopking Neal |
Senior Relationship Manager |
(813) 963-0502 |
WM |
bneal@suncoastequity.com |
info@suncoastequity.com |
5550 W. Executive Dr., Suite 320 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/bethdopkingtampa/ |
|
1.997 |
|
|
https://www.linkedin.com/company/suncoast-equity-management-inc-/ |
https://suncoastequity.com/ |
Suncoast Equity Management is dedicated to providing you with what we believe is a time-tested strategy with proven success. Established in 1997, we are an investment management firm in Tampa, Florida. As a registered investment advisor, we offer a portfolio of stocks in carefully selected, high-quality corporations. This portfolio of stocks is designed for the long term, and has delivered above-average returns and less risk.
Our approach for long-term investment begins by selecting a group of companies that meet the stringent criteria of Suncoast Equity Management’s Disciplined Investment System (SEM-DIS). Through this 5-step system, our investment management experts employ the proven philosophy of Warren Buffett and Benjamin Graham. Like Graham and Buffett, we believe true wealth is created through investing in top-quality companies for the long term. Our investment management principles have attracted clients from far and wide. We serve a diverse group of clients, including high net-worth individuals, trust funds, endowments, foundations, corporations, retirement accounts, and financial planners in search of investment opportunities for their clients. |
|
| Suncoast Equity Management, LLC |
Elliott |
Sharp |
Director of Operations and Trading |
(813) 963-0502 |
WM |
esharp@suncoastequity.com |
info@suncoastequity.com |
5550 W. Executive Dr., Suite 320 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/elliottsharp/ |
|
1.997 |
|
|
https://www.linkedin.com/company/suncoast-equity-management-inc-/ |
https://suncoastequity.com/ |
Suncoast Equity Management is dedicated to providing you with what we believe is a time-tested strategy with proven success. Established in 1997, we are an investment management firm in Tampa, Florida. As a registered investment advisor, we offer a portfolio of stocks in carefully selected, high-quality corporations. This portfolio of stocks is designed for the long term, and has delivered above-average returns and less risk.
Our approach for long-term investment begins by selecting a group of companies that meet the stringent criteria of Suncoast Equity Management’s Disciplined Investment System (SEM-DIS). Through this 5-step system, our investment management experts employ the proven philosophy of Warren Buffett and Benjamin Graham. Like Graham and Buffett, we believe true wealth is created through investing in top-quality companies for the long term. Our investment management principles have attracted clients from far and wide. We serve a diverse group of clients, including high net-worth individuals, trust funds, endowments, foundations, corporations, retirement accounts, and financial planners in search of investment opportunities for their clients. |
|
| Suncoast Wealth Management Inc |
Robert |
Fox |
Financial Advisor |
(813) 949-3800 |
WM |
robert.fox@raymondjames.com |
robert.fox@raymondjames.com |
8902 N Dale Mabry Hwy, Ste 103C |
Tampa |
FL |
33614 |
United States of America |
North America |
https://www.linkedin.com/in/robert-fox-cfp®-clu-chfc-54b88748/ |
|
|
|
|
|
https://www.raymondjames.com/suncoastwealth/about-us |
|
|
| SunTrust Private Wealth Management |
Cory |
McCallum |
Head of Operations |
(404) 479-2344 |
WM |
cory.mccallum@suntrust.com |
|
303 Peachtree St. NE, Suite 3200 |
Atlanta |
GA |
30308 |
United States of America |
North America |
https://www.linkedin.com/in/corymccallum/ |
|
|
$45.8B |
|
https://www.linkedin.com/company/suntrust-investment-services/ |
https://www.suntrust.com |
Cory McCallum is the retail broker-dealer for SunTrust, Private Wealth Management. |
|
| Sunwealth Management |
Adam |
Berlin |
Founder and President |
(305) 534-7000, mobile (305) 987-9954 |
WM |
adam@sunwm.com |
|
429 Lenox Avenue |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/adamberlin/ |
|
2.013 |
|
|
https://www.linkedin.com/company/sunwealth-management |
http://www.sunwm.com/ |
Sunwealth Management is an independent financial services company dedicated to providing holistic financial planning, investment strategies, asset protection strategies and lending services to our clients. We work with a select number of high net worth families, physicians and business's to provide the highest level of service. |
|
| Surevest Wealth Management |
Robert |
Luna |
CEO & Chief Investment Strategist |
(480) 272-7116 |
WM |
robert@svwealth.com |
info@svwealth.com |
2425 E. Camelback Road, Suite 890 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/robluna/ |
|
2.002 |
|
|
https://www.linkedin.com/company/surevest-wealth-management/ |
https://svwealth.com/ |
Surevest Wealth Management (formerly Surevest Capital Management) is a boutique wealth management firm for successful individuals who want to delegate their financial planning and portfolio management to a team of trusted advisors. Our goal is to help each client get their financial house in order and keep it in order for the rest of their lives. |
|
| Surevest Wealth Management |
Luis |
Galdamez |
COO & Director of Investments |
(480) 272-7116 |
WM |
luis@svwealth.com |
info@svwealth.com |
2425 E. Camelback Road, Suite 890 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/luisgaldamezjr/ |
|
2.002 |
|
|
https://www.linkedin.com/company/surevest-wealth-management/ |
https://svwealth.com/ |
Surevest Wealth Management (formerly Surevest Capital Management) is a boutique wealth management firm for successful individuals who want to delegate their financial planning and portfolio management to a team of trusted advisors. Our goal is to help each client get their financial house in order and keep it in order for the rest of their lives. |
|
| Susko Wealth Advisors |
Jaime |
Susko Bollinger |
Founder |
(610) 706-0900 |
WM |
jaimebollinger@suskowealthadvisors.com |
|
2626 Walbert Avenue |
Allentown |
PA |
18104 |
United States of America |
North America |
https://www.linkedin.com/in/jaimesuskobollinger/ |
|
|
|
|
|
http://www.suskowealthadvisors.com/ |
Susko Wealth Advisors is an independent multi-disciplinary wealth management services firm, providing clients with versatile financial solutions. With our our tailored approach, we help you: create, maintain, protect and manage your wealth throughout your life and beyond. |
|
| Susquehanna Financial Advisors LLC |
Edward |
Gormley |
President & CEO |
(717) 506-2100 |
WM |
ed@sfausa.com |
laurie@sfausa.com |
4999 Louise Drive, Suite 101 |
Mechanicsburg |
PA |
17055 |
United States of America |
North America |
https://www.linkedin.com/in/edward-gormley-314bab10/ |
Stocks and Bonds, Mutual Funds, Money Markets, Certificates of Deposit, Real Estate Investment Trust |
1.994 |
|
|
|
http://www.susquehannafinancialadvisors.com/ |
Susquehanna Financial Advisors is a boutique wealth management firm, offering exceptional personalized service. We take a comprehensive approach to financial planning, using state of the art tools, in order to make sure your investments are tailored to your particular goals, time horizon and risk tolerance. Susquehanna Financial Advisors is an independent, fee based advisory firm. By exclusively serving a limited number of clients, we are able to provide you with a more personalized experience. |
|
| Sustainable Wealth Advisors |
Harry |
Moran |
Owner & Founder |
(305) 372-0299, (518) 450-1755 |
WM |
hmoran@prginc.net |
swa@prginc.net |
112 Spring Street, Suite 302 |
Saratoga Springs |
NY |
12866 |
United States of America |
North America |
https://www.linkedin.com/in/harry-moran-6848198/ |
|
|
|
|
|
http://www.sustainablewealthadvisors.com/ |
Sustainable Wealth Advisors (SWA) is a financial planning and investment management firm based in Saratoga Springs, New York. Harry Moran is SWA's founder and has been providing financial guidance to socially conscious investors since 1988. |
|
| Sutton Wealth Management, Inc. |
Edward |
Sutton |
Owner / Financial Advisor |
(813) 514-1800 |
WM |
esutton@suttonwealth.com |
info@suttonwealth.com |
3708 West Swann Ave., Suite 102 |
Tampa |
FL |
33609 |
United States of America |
North America |
|
|
|
$247M |
|
|
https://www.suttonwealth.com/ |
Sutton Wealth Advisors is a large advisory firm based in Tampa. It manages $246.95 million of regulatory assets for 407 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Georgia, Louisiana, North Carolina, and Texas. |
|
| Sutton Wealth Management, Inc. |
Linda |
Kocher |
Operations Manager |
(813) 514-1800 |
WM |
lkocher@suttonwealth.com |
info@suttonwealth.com |
3708 West Swann Ave., Suite 102 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/linda-kocher-418738124/ |
|
|
$247M |
|
|
https://www.suttonwealth.com/ |
Sutton Wealth Advisors is a large advisory firm based in Tampa. It manages $246.95 million of regulatory assets for 407 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Georgia, Louisiana, North Carolina, and Texas. |
|
| SVA Plumb Wealth Management |
Dan |
Gibson |
Principal |
(608) 826-2322 |
WM |
gibsond@svaplumb.com |
info@svaplumb.com |
1221 John Q Hammons Drive |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/dangibsoncfp/ |
|
2.010 |
$1954.6 million |
|
https://www.linkedin.com/company/sva-trust-company/ |
http://plumb.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Plumb Wealth Management |
Randy |
Godsell |
Principal |
(262) 923-5151 |
WM |
godsellr@svaplumb.com |
info@svaplumb.com |
1221 John Q Hammons Drive |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/randygodsell/ |
|
2.010 |
$1954.6 million |
|
https://www.linkedin.com/company/sva-trust-company/ |
http://plumb.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Plumb Wealth Management |
Maureen |
Hansen |
Principal |
(262) 923-5180 |
WM |
hansenm@svaplumb.com |
info@svaplumb.com |
1221 John Q Hammons Drive |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/maureen-e-hansen-clu®-8ab02741/ |
|
2.010 |
$1954.6 million |
|
https://www.linkedin.com/company/sva-trust-company/ |
http://plumb.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Plumb Wealth Management |
Tammy |
Koester-Parks |
President |
(608) 826-2658 |
WM |
parkst@svaplumb.com |
info@svaplumb.com |
1221 John Q Hammons Drive |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/tammykoesterparks/ |
|
2.010 |
$1954.6 million |
|
https://www.linkedin.com/company/sva-trust-company/ |
http://plumb.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Wealth Management, Inc. |
Donna |
Baker |
Principal and Chief Administrative Officer |
Direct: (608) 826-2744, Mobile: (608) 576-3945 |
WM |
bakerd@svafinancial.com |
info@svafinancial.com |
1221 John Q Hammons Drive. |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/donnabakersvaplumb/ |
|
1.974 |
|
|
https://www.linkedin.com/company/sva/ |
https://financial.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Wealth Management, Inc. |
John |
Baltees |
CEO, President and Principal |
(608) 826-2078 |
WM |
baltesj@sva.com |
info@svafinancial.com |
1221 John Q Hammons Drive. |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/johnbaltessva/ |
|
1.974 |
|
|
https://www.linkedin.com/company/sva/ |
https://financial.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Wealth Management, Inc. |
Daniel |
Gibson |
Principal & CFP |
Direct: (608) 826-2322 |
WM |
gibsond@svafinancial.com |
info@svafinancial.com |
1221 John Q Hammons Drive. |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/dangibsoncfp/ |
|
1.974 |
|
|
https://www.linkedin.com/company/sva/ |
https://financial.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Wealth Management, Inc. |
Beth |
Heiting |
Client Relations Specialist |
Direct: (608) 826-2315 |
WM |
heitingb@svafinancial.com |
info@svafinancial.com |
1221 John Q Hammons Drive. |
Madison |
WI |
53717 |
United States of America |
North America |
https://www.linkedin.com/in/bethheiting/ |
|
1.974 |
|
|
https://www.linkedin.com/company/sva/ |
https://financial.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| SVA Wealth Management, Inc. |
Kristen |
Heck |
Client Relations Specialist |
|
WM |
heckk@svafinancial.com |
info@svafinancial.com |
1221 John Q Hammons Drive. |
Madison |
WI |
53717 |
United States of America |
North America |
|
|
1.974 |
|
|
https://www.linkedin.com/company/sva/ |
https://financial.sva.com/ |
SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. |
|
| Swaen Capital Pte. Ltd. |
Henry |
Leong |
Chief Operating Officer, Executive Director |
65 3109 1932 |
WM |
henryl@swaencapital.com |
clientservice@swaencapital.com |
8 Eu Tong Sen Street, #19-89 The Central |
Singapore |
|
059818 |
Singapore |
Asia |
https://www.linkedin.com/in/henry-leong-29366445/ |
Private Banking, Wealth Management |
2.011 |
|
|
https://www.linkedin.com/company/swaen-capital/ |
https://www.swaencapital.com/ |
Swaen Capital is committed to change the perception and implementation of true wealth management, in building a system in which the interest of the client comes first. Swaen Capital is a Singapore based licensed (CMS registration number 100212-2) independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers in the universe of finance putting the clients interest first. |
|
| Swaen Capital Pte. Ltd. |
Cliff |
Go |
Founder & Chief Executive Officer |
65 3109 1932 |
WM |
cliffgo@swaencapital.com |
clientservice@swaencapital.com |
8 Eu Tong Sen Street, #19-89 The Central |
Singapore |
|
059818 |
Singapore |
Asia |
https://www.linkedin.com/in/cliff-go-06696030/ |
Private Banking, Wealth Management |
2.011 |
|
|
https://www.linkedin.com/company/swaen-capital/ |
https://www.swaencapital.com/ |
Swaen Capital is committed to change the perception and implementation of true wealth management, in building a system in which the interest of the client comes first. Swaen Capital is a Singapore based licensed (CMS registration number 100212-2) independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers in the universe of finance putting the clients interest first. |
|
| Swicorp |
Daniel |
Schenker |
CEO & Board Member |
41 227 373 737 |
WM |
dschenker@swicorp.com |
info@swicorp.com |
8, Quai Gustave-Ador, P.O. Box 6404 |
Geneva 6 |
|
1211 |
Switzerland |
Europe |
|
|
1.987 |
$1.4B |
|
https://www.linkedin.com/company/swicorp |
http://www.swicorp.com/ |
Swicorp is a leading asset management, private equity and investment banking firm with a specific regional focus on the Middle-East and North Africa (MENA) region. |
|
| Swicorp |
David |
Rey |
Co-Head of Private Equity |
41 227 373 737 |
WM |
drey@swicorp.com |
info@swicorp.com |
8, Quai Gustave-Ador, P.O. Box 6404 |
Geneva 6 |
|
1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/david-rey-175b9244/ |
|
1.987 |
$1.4B |
|
https://www.linkedin.com/company/swicorp |
http://www.swicorp.com/ |
Swicorp is a leading asset management, private equity and investment banking firm with a specific regional focus on the Middle-East and North Africa (MENA) region. |
|
| Swiss Capital Wealth Management AG |
Andreas |
Knott |
Managing Partner |
41 442 265 288 |
WM |
knott@swisscap.com |
|
Klausstrasse 4 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/andreas-knott-a2884912/ |
|
1.998 |
|
|
|
https://www.scwm.ch/ |
For 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice, discretionary portfolio management, as well as family office services.
Our firm was established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. With regard to the Swiss Anti-Money Laundering Act (GWG) we are subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA). Further, as asset managers we are geared towards the Rules of Conduct by the Financial Services Standards Association (VQF). The supervision of respective compliance is being conducted by our auditors. Our subsidiary companies in Liechtenstein and Singapore are regulated by the Financial Market Authority (FMA) respectively by the Monetary Authority of Singapore (MAS).
Each and every client receives a dedicated personal service from one of our experienced partners. Together with our autonomy, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures. |
|
| Swiss Capital Wealth Management AG |
Marc |
Bourquin |
Managing Partner |
41 442 265 220 |
WM |
bourquin@swisscap.com |
|
Klausstrasse 4 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/marc-b-bourquin-156a05a/ |
|
1.998 |
|
|
|
https://www.scwm.ch/ |
For 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice, discretionary portfolio management, as well as family office services.
Our firm was established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. With regard to the Swiss Anti-Money Laundering Act (GWG) we are subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA). Further, as asset managers we are geared towards the Rules of Conduct by the Financial Services Standards Association (VQF). The supervision of respective compliance is being conducted by our auditors. Our subsidiary companies in Liechtenstein and Singapore are regulated by the Financial Market Authority (FMA) respectively by the Monetary Authority of Singapore (MAS).
Each and every client receives a dedicated personal service from one of our experienced partners. Together with our autonomy, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures. |
|
| Swiss Capital Wealth Management AG |
Marcel |
Hofmann |
Partner & COO |
Direct: 41 442 265 226, Mobile: 41 764 170 585 |
WM |
hofmann@swisscap.com |
|
Klausstrasse 4 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/marcel-hofmann-b8a840170/ |
|
1.998 |
|
|
|
https://www.scwm.ch/ |
For 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice, discretionary portfolio management, as well as family office services.
Our firm was established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. With regard to the Swiss Anti-Money Laundering Act (GWG) we are subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA). Further, as asset managers we are geared towards the Rules of Conduct by the Financial Services Standards Association (VQF). The supervision of respective compliance is being conducted by our auditors. Our subsidiary companies in Liechtenstein and Singapore are regulated by the Financial Market Authority (FMA) respectively by the Monetary Authority of Singapore (MAS).
Each and every client receives a dedicated personal service from one of our experienced partners. Together with our autonomy, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures. |
|
| Swiss Capital Wealth Management AG |
Thomas |
Rosenberger |
Partner |
41 442 265 224 |
WM |
rosenberger@swisscap.com |
|
Klausstrasse 4 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
|
|
1.998 |
|
|
|
https://www.scwm.ch/ |
For 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice, discretionary portfolio management, as well as family office services.
Our firm was established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. With regard to the Swiss Anti-Money Laundering Act (GWG) we are subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA). Further, as asset managers we are geared towards the Rules of Conduct by the Financial Services Standards Association (VQF). The supervision of respective compliance is being conducted by our auditors. Our subsidiary companies in Liechtenstein and Singapore are regulated by the Financial Market Authority (FMA) respectively by the Monetary Authority of Singapore (MAS).
Each and every client receives a dedicated personal service from one of our experienced partners. Together with our autonomy, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures. |
|
| Swiss Capital Wealth Management AG |
Marc |
Wandfluh |
Portfolio Manager |
41 442 265 293 |
WM |
marc.wandfluh@swisscap.com |
|
Klausstrasse 4 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
|
|
1.998 |
|
|
|
https://www.scwm.ch/ |
For 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice, discretionary portfolio management, as well as family office services.
Our firm was established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. With regard to the Swiss Anti-Money Laundering Act (GWG) we are subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA). Further, as asset managers we are geared towards the Rules of Conduct by the Financial Services Standards Association (VQF). The supervision of respective compliance is being conducted by our auditors. Our subsidiary companies in Liechtenstein and Singapore are regulated by the Financial Market Authority (FMA) respectively by the Monetary Authority of Singapore (MAS).
Each and every client receives a dedicated personal service from one of our experienced partners. Together with our autonomy, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures. |
|
| Syfe |
Dhruv |
Arora |
Founder and CEO |
65 3138 1215 |
WM |
dhruv@syfe.com |
support@syfe.com |
10th Floor, UIC Building, 5 Shenton Way |
Singapore |
|
068808 |
Singapore |
Asia |
https://www.linkedin.com/in/arora-dhruv/ |
|
2.018 |
|
|
https://www.linkedin.com/company/syfe/ |
https://www.syfe.com/ |
Syfe is the digital wealth manager for investors who expect more – greater transparency, smarter personalised portfolios, and better investment outcomes.
We combine proven investment strategies with game-changing technology to give investors globally diversified portfolios that are in sync with their personal risk profiles. Unlike traditional investment management, there are no high fees or hidden costs involved, so investors can be sure they are always earning the best possible return on their investment. |
|
| Syfe |
Ritesh |
Ganeriwal |
Head of Investment Advisory |
65 3138 1215 |
WM |
ritesh@syfe.com |
support@syfe.com |
10th Floor, UIC Building, 5 Shenton Way |
Singapore |
|
068808 |
Singapore |
Asia |
https://www.linkedin.com/in/riteshganeriwal/ |
|
2.018 |
|
|
https://www.linkedin.com/company/syfe/ |
https://www.syfe.com/ |
Syfe is the digital wealth manager for investors who expect more – greater transparency, smarter personalised portfolios, and better investment outcomes.
We combine proven investment strategies with game-changing technology to give investors globally diversified portfolios that are in sync with their personal risk profiles. Unlike traditional investment management, there are no high fees or hidden costs involved, so investors can be sure they are always earning the best possible return on their investment. |
|
| Symmetry Partners |
David |
Connelly Jr |
Principal and CoFounder |
(800) 786-3309 |
WM |
dconnelly@symmetrypartners.com |
advisorservices@symmetrypartners.com |
151 National Drive |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/david-connelly-b1487435/ |
|
1.994 |
$4,029 million |
|
https://www.linkedin.com/company/symmetry-partners/ |
https://symmetrypartners.com |
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Sidestepping traditional investment approaches and looking instead to academia for investment insight, Glastonbury-based boutique investment manager Symmetry Partners has built a successful business providing portfolio management to individuals, retirement plans and institutions. The firm has steadily attracted attention and assets since its founding in 1994 by partnering with independent financial advisors looking for a client-focused, fee-based approach. Symmetry's focus on helping investors optimize return potential while mitigating risk has attracted advisors across the country who outsource investment management and back-end support functions to Symmetry. The firm specializes in offering marketing, branding, technological and operational support to advisors to help them gain visibility in their marketplace, increase efficiency and maximize productivity so that they can effectively grow their businesses. |
|
| Symmetry Partners |
Dana |
D'Auria |
Director of Research |
(800) 786-3309 |
WM |
ddauria@symmetrypartners.com |
advisorservices@symmetrypartners.com |
151 National Drive |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/dana-m-d-auria-cfa-75987838/ |
|
1.994 |
$4,029 million |
|
https://www.linkedin.com/company/symmetry-partners/ |
https://symmetrypartners.com |
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Sidestepping traditional investment approaches and looking instead to academia for investment insight, Glastonbury-based boutique investment manager Symmetry Partners has built a successful business providing portfolio management to individuals, retirement plans and institutions. The firm has steadily attracted attention and assets since its founding in 1994 by partnering with independent financial advisors looking for a client-focused, fee-based approach. Symmetry's focus on helping investors optimize return potential while mitigating risk has attracted advisors across the country who outsource investment management and back-end support functions to Symmetry. The firm specializes in offering marketing, branding, technological and operational support to advisors to help them gain visibility in their marketplace, increase efficiency and maximize productivity so that they can effectively grow their businesses. |
|
| Synergistic Wealth Management llc |
David |
Ingle |
Founding Partner/Managing Member |
(480) 463-4357 |
WM |
david.ingle@synwm.com |
|
|
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/ingledavid/ |
|
|
|
|
https://www.linkedin.com/company/synwm |
https://www.synwm.com/ |
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. |
|
| Synovus Family Asset Management |
Mike |
Sluder |
Chief Investment Officer |
(703) 649-5756 |
WM |
mikesluder@synovus.com |
familyoffice@synovus.com |
1111 Bay Avenue Suite 400 |
Columbus |
GA |
31901 |
United States of America |
North America |
https://www.linkedin.com/in/mike-sluder-b9405b39/ |
|
1.888 |
$32 billion |
|
https://www.linkedin.com/company/synovus/?originalSubdomain=ph |
https://fam.synovus.com/ |
Synovus Financial Corp. is a financial services company based in Columbus, Georgia, with approximately $32 billion in assets. |
|
| Synovus Family Asset Management |
Katherine |
Dunlevie |
Managing Director |
(703) 649-5756 |
WM |
katherinedunlevie@synovus.com |
familyoffice@synovus.com |
1111 Bay Avenue Suite 400 |
Columbus |
GA |
31901 |
United States of America |
North America |
https://www.linkedin.com/in/katherine-dunlevie-cfp-chfc-63141188/ |
|
1.888 |
$32 billion |
|
https://www.linkedin.com/company/synovus/?originalSubdomain=ph |
https://fam.synovus.com/ |
Synovus Financial Corp. is a financial services company based in Columbus, Georgia, with approximately $32 billion in assets. |
|
| T. Rowe Price |
William |
Stromberg |
President and CEO |
(800) 225-5132 |
WM |
william_stromberg@troweprice.com |
|
100 East Pratt Street |
Baltimore |
MD |
21202 |
United States of America |
North America |
|
|
1.937 |
|
|
https://www.linkedin.com/company/t--rowe-price/ |
https://www.troweprice.com/ |
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. |
|
| T. Rowe Price |
Christopher |
Alderson |
Head of International Equity & Co-Head of Global Equity |
(800) 225-5132 |
WM |
christopher_alderson@troweprice.com |
|
100 East Pratt Street |
Baltimore |
MD |
21202 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-alderson-62513638/ |
|
1.937 |
|
|
https://www.linkedin.com/company/t--rowe-price/ |
https://www.troweprice.com/ |
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. |
|
| T. Rowe Price |
Celine |
Dufetel |
CFO and Treasurer |
(800) 225-5132 |
WM |
celine_dufetel@troweprice.com |
|
100 East Pratt Street |
Baltimore |
MD |
21202 |
United States of America |
North America |
https://www.linkedin.com/in/céline-dufétel-93a798/ |
|
1.937 |
|
|
https://www.linkedin.com/company/t--rowe-price/ |
https://www.troweprice.com/ |
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. |
|
| T. Rowe Price |
Robert |
Sharps |
Head of Investments |
(800) 225-5132 |
WM |
robert_sharps@troweprice.com |
|
100 East Pratt Street |
Baltimore |
MD |
21202 |
United States of America |
North America |
https://www.linkedin.com/in/robert-sharps/ |
|
1.937 |
|
|
https://www.linkedin.com/company/t--rowe-price/ |
https://www.troweprice.com/ |
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. |
|
| Table Rock Financial Planning |
Rick |
Boss |
Owner |
(208) 629.2349 |
WM |
Rick.Boss@tablerockfinancial.com |
rick.boss@tablerockfinancial.com |
Banner Bank Building, 950 West Bannock, 11th Floor |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/rick-boss-83454b11/ |
|
|
$24M |
|
|
https://tablerockfinancial.com/ |
Table Rock Financial Planning is a fee-only financial planning and registered investment advisor firm serving Boise and Southwest Idaho. A member of the Garrett Planning Network, it is the type of place where people from all walks of life can receive objective, competent advice to help them achieve their personal financial goals. |
|
| Tacita Capital Inc. |
Michael |
Nairne |
President & Chief Investment Officer |
(416) 640-9961 |
WM |
mnairne@tacitacapital.com |
info@tacitacapital.com |
Suite 2020-150 King St West Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/michael-nairne-00a00511/ |
|
2.005 |
|
|
https://www.linkedin.com/company/tacita-capital-inc |
https://www.tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
|
| Tacita Capital Inc. |
Joanne |
Swystun |
VP, Director of Wealth Management |
(416) 640-9960 |
WM |
jswystun@tacitacapital.com |
info@tacitacapital.com |
Suite 2020-150 King St West Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/joanne-swystun-7007b42b/ |
|
2.005 |
|
|
https://www.linkedin.com/company/tacita-capital-inc |
https://www.tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
|
| Tacita Capital Inc. |
Garnet |
Anderson |
VP, Portfolio Manager |
(416) 640-9962 |
WM |
ganderson@tacitacapital.com |
info@tacitacapital.com |
Suite 2020-150 King St West Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/garnet-anderson-ca-cfa-2b14b319/ |
|
2.005 |
|
|
https://www.linkedin.com/company/tacita-capital-inc |
https://www.tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
|
| Tag Associates LLC |
Stanley |
Pantowich |
Co-Founder & Chairman |
(212) 275-1500 |
WM |
spantowich@tagassoc.com |
|
810 Seventh Avenue, 7th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/john-pantowich-0b5a443/ |
|
1.983 |
$8B |
|
https://www.linkedin.com/company/tag-associates/ |
https://tagassoc.com/ |
TAG Associates is a leading multi-client family office and portfolio management services company managing more than $8 billion of assets under management for approximately 110 clients. TAG is consistently ranked among the largest multi-client family office in the U.S. TAG is a registered investment advisor and a registered commodities pool operator. |
|
| Tailwind Advisors |
John |
Batton |
Principal and Chief Investment Officer |
(817) 708-3663 |
WM |
john@tailwindadvisors.com |
|
1320 S. University Drive Suite 701 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
https://www.linkedin.com/in/john-batton-83839427/ |
|
2.009 |
|
|
https://www.linkedin.com/company/tailwind-advisors/ |
https://www.tailwindadvisors.com/ |
Tailwind Advisors is an investment firm for families of significant wealth, offering sophisticated independent wealth management services. |
|
| Tailwind Advisors |
Stewart |
Henderson |
Principal |
(817) 708-3663 |
WM |
stewart@tailwindadvisors.com |
|
1320 S. University Drive Suite 701 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
https://www.linkedin.com/in/stewart-henderson-0b816739/ |
|
2.009 |
|
|
https://www.linkedin.com/company/tailwind-advisors/ |
https://www.tailwindadvisors.com/ |
Tailwind Advisors is an investment firm for families of significant wealth, offering sophisticated independent wealth management services. |
|
| Tailwind Advisors |
Joey |
Bryce |
Principal and VP of Investments |
(817) 708-3663 |
WM |
joey@tailwindadvisors.com |
|
1320 S. University Drive Suite 701 |
Fort Worth |
TX |
76107 |
United States of America |
North America |
https://www.linkedin.com/in/joeybryce/ |
|
2.009 |
|
|
https://www.linkedin.com/company/tailwind-advisors/ |
https://www.tailwindadvisors.com/ |
Tailwind Advisors is an investment firm for families of significant wealth, offering sophisticated independent wealth management services. |
|
| Tall Tree Investment Management |
William |
Lenga |
Managing Partner and CEO |
(312) 224-7800 |
WM |
william.lenga@talltreeim.com |
info@talltreeim.com |
222 South Riverside Plaza Suite 620 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
2.005 |
$1 billion |
|
|
http://talltreeim.com |
Tall Tree is an independent, employee-owned asset manager and is also a registered investment advisor*. TTIM believes that the employee ownership structure fosters a significant alignment of interest with investors of the managed funds as the success of both TTIM and of each team member is dependent on the success of the funds we manage. The Tall Tree platform consists of experienced professionals who have worked together for 15+ years and have 25+ years average experience dedicated to portfolio management, credit research, loan workout, structuring, trading, and operations. The Tall Tree team has a thorough understanding of the CLO portfolio management process, documentation, and reporting. In addition to portfolio management and credit research, TTIM also has structuring, trading, loan workout, and investment operations capabilities in-house. |
|
| Tall Tree Investment Management |
Frank |
Sherrod |
COO and CCO |
(312) 224-7800 |
WM |
frank.sherrod@talltreeim.com |
info@talltreeim.com |
222 South Riverside Plaza Suite 620 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/frank-sherrod-448b10b/ |
|
2.005 |
$1 billion |
|
|
http://talltreeim.com |
Tall Tree is an independent, employee-owned asset manager and is also a registered investment advisor*. TTIM believes that the employee ownership structure fosters a significant alignment of interest with investors of the managed funds as the success of both TTIM and of each team member is dependent on the success of the funds we manage. The Tall Tree platform consists of experienced professionals who have worked together for 15+ years and have 25+ years average experience dedicated to portfolio management, credit research, loan workout, structuring, trading, and operations. The Tall Tree team has a thorough understanding of the CLO portfolio management process, documentation, and reporting. In addition to portfolio management and credit research, TTIM also has structuring, trading, loan workout, and investment operations capabilities in-house. |
|
| Tandem Wealth Advisors LLC |
Sean |
Harris |
Vice President |
(602) 297-8600 |
WM |
sharris@tandemwealth.com |
info@tandemwealth.com |
1850 N Central Avenue, Suite 330 |
Phoenix |
AZ |
85004 |
United States of America |
North America |
https://www.linkedin.com/in/sean-harris-226aa2117/ |
|
2.011 |
|
|
https://www.linkedin.com/company/tandem-wealth-advisors/ |
https://tandemwealth.com/ |
Tandem Wealth Advisors was founded in 2011 as a financial planning and investment management firm to evolve alongside an ever-changing world of increasing complexity and uncertainty. |
|
| Tandem Wealth Advisors LLC |
Colin |
Denker |
Director of Operations and Client Services |
(602) 297-8600 |
WM |
cdenker@tandemwealth.com |
info@tandemwealth.com |
1850 N Central Avenue, Suite 330 |
Phoenix |
AZ |
85004 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/tandem-wealth-advisors/ |
https://tandemwealth.com/ |
Tandem Wealth Advisors was founded in 2011 as a financial planning and investment management firm to evolve alongside an ever-changing world of increasing complexity and uncertainty. |
|
| Tansey, LLP |
Susan |
Benson |
Partner |
(302) 442-6210 |
WM |
sbenson@danielstansey.com |
|
1013 Centre Rd Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/susan-benson-7590287/ |
|
2.001 |
$263,278,150 |
|
https://www.linkedin.com/in/chris-daniels-cfa-09b35192/ |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Tansey, LLP |
Christopher |
Daniels |
Partner |
(302) 442-6205 |
WM |
cdaniels@danielstansey.com |
|
1013 Centre Rd Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
|
|
2.001 |
$263,278,150 |
|
https://www.linkedin.com/in/chris-daniels-cfa-09b35192/ |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Tansey, LLP |
DeVon |
Daniels |
Partner |
(302) 442-6207 |
WM |
ddaniels@danielstansey.com |
|
1013 Centre Rd Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/devon-w-daniels-31287810/ |
|
2.001 |
$263,278,150 |
|
https://www.linkedin.com/in/chris-daniels-cfa-09b35192/ |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Tansey, LLP |
Adele |
McIntosh |
Partner |
(302) 442-6201 |
WM |
amcintosh@danielstansey.com |
|
1013 Centre Rd Suite 220 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/adele-mcintosh-82274910/ |
|
2.001 |
$263,278,150 |
|
https://www.linkedin.com/in/chris-daniels-cfa-09b35192/ |
http://www.danielstansey.com/ |
Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. |
|
| Tarbox Family Office |
Laura |
Tarbox |
Founder and CEO |
(949) 721-2330 |
WM |
laura@tarbox.com |
info@tarbox.com |
645 East Missouri Avenue, Suite 175 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
https://www.linkedin.com/in/latarbox/ |
|
|
|
|
https://www.linkedin.com/company/thetarboxgroupinc./about/ |
http://tarbox.com/ |
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. |
|
| Tarbox Family Office |
Mike |
Nozzarella |
Chief Investment Officer |
(949) 721-2330 |
WM |
mike@tarbox.com |
info@tarbox.com |
645 East Missouri Avenue, Suite 175 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
https://www.linkedin.com/in/mikenozz/ |
|
|
|
|
https://www.linkedin.com/company/thetarboxgroupinc./about/ |
http://tarbox.com/ |
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. |
|
| Tarbox Family Office |
Mary |
Sigler |
COO |
(949) 721-2330 |
WM |
mary@tarbox.com |
info@tarbox.com |
645 East Missouri Avenue, Suite 175 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
https://www.linkedin.com/in/marysiglertarbox/ |
|
|
|
|
https://www.linkedin.com/company/thetarboxgroupinc./about/ |
http://tarbox.com/ |
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. |
|
| Tarbox Family Office |
Matt |
Walker |
Head of Family Office Services |
(949) 721-2330 |
WM |
matt@tarbox.com |
info@tarbox.com |
645 East Missouri Avenue, Suite 175 |
Phoenix |
AZ |
85012 |
United States of America |
North America |
https://www.linkedin.com/in/matt-walkercpa-cgma/ |
|
|
|
|
https://www.linkedin.com/company/thetarboxgroupinc./about/ |
http://tarbox.com/ |
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. |
|
| Tate Wealth Management, LLC |
Stacey |
Tate |
President and CEO |
(817) 520-1023 |
WM |
info@tatewealth.com |
info@tatewealth.com |
1600 Airport Freewar No 338 |
Bedford |
TX |
76022 |
United States of America |
North America |
https://www.linkedin.com/in/stacey-tate-116570a/ |
|
|
|
|
|
https://www.tatewealth.com |
Tate Wealth Management’s mission is to help retirees and those nearing retirement solve life’s financial challenges while growing and preserving their wealth. Our primary focus is on wealth management strategies and comprehensive financial planning. |
|
| Taurus Asset Management LLC |
Bradford |
Peck |
Managing Principal and Senior Portfolio Manager |
(212) 457-9922 |
WM |
bpeck@taurusllc.com |
inquiries@taurusllc.com |
590 Madison Avenue 9th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/bradford-peck-2669549/ |
|
2.004 |
$831 million |
|
https://www.linkedin.com/company/taurusassetmanagementllc/ |
http://www.taurusassetmanagement.com |
Taurus Asset Management is a boutique wealth management firm that crafts customized investment solutions for high net worth individuals, families, and institutions. Beyond stewardship, Taurus’ aim is to grow wealth by selecting the right balance of asset classes tailored to reflect each of our clients’ investment aspirations. |
|
| Taurus Wealth Advisors Pte Ltd |
Mandeep |
Nalwa |
Founder & CEO |
65 6440 7627 |
WM |
mandeep.nalwa@tauruswealth.com.sg |
client_relations@tauruswealth.com.sg |
3 Pickering Street #01-70 China Square Central (Nankin Row) |
Singapore |
|
048660 |
Singapore |
Asia |
https://www.linkedin.com/in/mandeep-nalwa-8a37599/ |
|
2.008 |
|
|
https://www.linkedin.com/company/taurus-wealth-advisors-pte-ltd/ |
https://tauruswealth.com.sg/ |
Taurus Family Office is a leading fee based multi-family office headquartered in Singapore that provides high net-worth individuals and families, a full suite of wealth management solutions. This unique advisory model ensures that our clients’ interests come first by removing the inherent conflict of interest typically prevalent in wealth management advice. |
|
| Taurus Wealth Advisors Pte Ltd |
Yash |
Mishra |
Managing Director / Head of Private Clients |
65 6440 7627 |
WM |
yash.mishra@tauruswealth.com.sg |
client_relations@tauruswealth.com.sg |
3 Pickering Street #01-70 China Square Central (Nankin Row) |
Singapore |
|
048660 |
Singapore |
Asia |
|
|
2.008 |
|
|
https://www.linkedin.com/company/taurus-wealth-advisors-pte-ltd/ |
https://tauruswealth.com.sg/ |
Taurus Family Office is a leading fee based multi-family office headquartered in Singapore that provides high net-worth individuals and families, a full suite of wealth management solutions. This unique advisory model ensures that our clients’ interests come first by removing the inherent conflict of interest typically prevalent in wealth management advice. |
|
| Taurus Wealth Advisors Pte Ltd |
Haren |
Shah |
Managing Director / Head of Investments |
65 6440 7627 |
WM |
haren.shah@tauruswealth.com.sg |
client_relations@tauruswealth.com.sg |
3 Pickering Street #01-70 China Square Central (Nankin Row) |
Singapore |
|
048660 |
Singapore |
Asia |
https://www.linkedin.com/in/haren-shah-53aaa3120/ |
|
2.008 |
|
|
https://www.linkedin.com/company/taurus-wealth-advisors-pte-ltd/ |
https://tauruswealth.com.sg/ |
Taurus Family Office is a leading fee based multi-family office headquartered in Singapore that provides high net-worth individuals and families, a full suite of wealth management solutions. This unique advisory model ensures that our clients’ interests come first by removing the inherent conflict of interest typically prevalent in wealth management advice. |
|
| Taurus Wealth Advisors Pte Ltd |
Nirman |
Chhabra |
Executive Director |
65 6440 7627 |
WM |
nirman.chhabra@tauruswealth.com.sg |
client_relations@tauruswealth.com.sg |
3 Pickering Street #01-70 China Square Central (Nankin Row) |
Singapore |
|
048660 |
Singapore |
Asia |
https://www.linkedin.com/in/nirman-chhabra-00767913/ |
|
2.008 |
|
|
https://www.linkedin.com/company/taurus-wealth-advisors-pte-ltd/ |
https://tauruswealth.com.sg/ |
Taurus Family Office is a leading fee based multi-family office headquartered in Singapore that provides high net-worth individuals and families, a full suite of wealth management solutions. This unique advisory model ensures that our clients’ interests come first by removing the inherent conflict of interest typically prevalent in wealth management advice. |
|
| Taylor Financial Group |
Debra |
Taylor |
Founder, Wealth Advisor |
Main: 201-891-1130 ext. 108 Direct: 201-891-1979 |
WM |
dtaylor@taylorfinancialgroup.com |
|
795 Franklin Avenue Bldg. C, Suite 202 |
Franklin Lakes |
NJ |
07417 |
United States of America |
North America |
https://www.linkedin.com/in/taylorfinancialgroup/ |
|
|
|
|
https://www.linkedin.com/company/taylor-financial-group/ |
https://www.taylorfinancialgroup.com/ |
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in high net worth families, independent women and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience. |
|
| Taylor Financial Group |
Robert |
Taylor |
COO |
Main: 201-891-1130 ext. 103
Direct: 201-485-8464 |
WM |
rtaylor@taylorfinancialgroup.com |
|
795 Franklin Avenue Bldg. C, Suite 202 |
Franklin Lakes |
NJ |
07417 |
United States of America |
North America |
https://www.linkedin.com/in/rob-taylor-a553a61/ |
|
|
|
|
https://www.linkedin.com/company/taylor-financial-group/ |
https://www.taylorfinancialgroup.com/ |
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in high net worth families, independent women and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience. |
|
| Taylor Financial Group |
Robert |
Papa |
Operations Associate, Registered Representative |
Main: 201-891-1130 ext. 105
Direct: 201-485-8493 |
WM |
rpapa@taylorfinancialgroup.com |
|
795 Franklin Avenue Bldg. C, Suite 202 |
Franklin Lakes |
NJ |
07417 |
United States of America |
North America |
https://www.linkedin.com/in/rob-papa-b90b65b7/ |
|
|
|
|
https://www.linkedin.com/company/taylor-financial-group/ |
https://www.taylorfinancialgroup.com/ |
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in high net worth families, independent women and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience. |
|
| Taylor Financial Group |
Jared |
Marzocco |
Operations Associate |
(201) 891-1130 |
WM |
jmarzocco@taylorfinancialgroup.com |
|
795 Franklin Avenue Bldg. C, Suite 202 |
Franklin Lakes |
NJ |
07417 |
United States of America |
North America |
https://www.linkedin.com/in/jaredmarzocco/ |
|
|
|
|
https://www.linkedin.com/company/taylor-financial-group/ |
https://www.taylorfinancialgroup.com/ |
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in high net worth families, independent women and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience. |
|
| TC Wealth Partners, LLC |
William |
Giffin |
Chief Executive Officer |
Direct: (630) 545-3664, Mobile: (312) 420-6377 |
WM |
bgiffin@tcwealthpartners.com |
jward@tcwealthpartners.com |
1901 Butterfield Road, Suite 1000 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/william-giffin-ba19b064/ |
Wealth and Investment Management, Qualified Retirement Plan Design and Administration, Trust and Estate Planning, Fiduciary Services |
1.993 |
|
|
https://www.linkedin.com/company/tcwealthpartners/ |
https://www.tcwealthpartners.com/ |
TC Wealth Partners serves individuals and families as they move through the various phases of life and transition from generation to generation. With expertise in financial planning, investments, trust services, and retirement plans, the firm covers the entire life cycle of a family and its members. Our team of professionals has the credentials and industry experience to successfully guide you as you discover the freedom to live your dreams in every season of life. Trust services and retirement plan services are provided by the Trust Company of Illinois, a trust company chartered by the Illinois Department of Financial and Professional Regulation. |
|
| TC Wealth Partners, LLC |
Terence |
Kothe |
Principal, Wealth Advisor |
Direct: (630) 545-3667, Mobile: (630) 712-1688 |
WM |
tkothe@tcwealthpartners.com |
jward@tcwealthpartners.com |
1901 Butterfield Road, Suite 1000 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/terencekothe/ |
Wealth and Investment Management, Qualified Retirement Plan Design and Administration, Trust and Estate Planning, Fiduciary Services |
1.993 |
|
|
https://www.linkedin.com/company/tcwealthpartners/ |
https://www.tcwealthpartners.com/ |
TC Wealth Partners serves individuals and families as they move through the various phases of life and transition from generation to generation. With expertise in financial planning, investments, trust services, and retirement plans, the firm covers the entire life cycle of a family and its members. Our team of professionals has the credentials and industry experience to successfully guide you as you discover the freedom to live your dreams in every season of life. Trust services and retirement plan services are provided by the Trust Company of Illinois, a trust company chartered by the Illinois Department of Financial and Professional Regulation. |
|
| TC Wealth Partners, LLC |
Jerome |
Avner |
Wealth Advisor |
Direct: (630) 545-3652, (888) 545-2200 |
WM |
javner@tcwealthpartners.com |
jward@tcwealthpartners.com |
1901 Butterfield Road, Suite 1000 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/jeromeavner/ |
Wealth and Investment Management, Qualified Retirement Plan Design and Administration, Trust and Estate Planning, Fiduciary Services |
1.993 |
|
|
https://www.linkedin.com/company/tcwealthpartners/ |
https://www.tcwealthpartners.com/ |
TC Wealth Partners serves individuals and families as they move through the various phases of life and transition from generation to generation. With expertise in financial planning, investments, trust services, and retirement plans, the firm covers the entire life cycle of a family and its members. Our team of professionals has the credentials and industry experience to successfully guide you as you discover the freedom to live your dreams in every season of life. Trust services and retirement plan services are provided by the Trust Company of Illinois, a trust company chartered by the Illinois Department of Financial and Professional Regulation. |
|
| TCI Wealth Advisors |
Trisa |
Summers |
CEO |
(480) 991-0401 |
WM |
trisa.summers@tciwealth.com |
TCI@tciwealth.com |
6929 Greenway Pkwy. Ste.150 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/trisasummers/ |
|
1.990 |
$2.2B |
|
https://www.linkedin.com/company/tci-wealth-advisors-inc-/ |
https://tciwealth.com/ |
TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica and over $2 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. |
|
| TCI Wealth Advisors |
John |
Stephens |
Shareholder / Senior Wealth Advisor |
(520) 733-1477 |
WM |
john.stephens@tciwealth.com |
TCI@tciwealth.com |
4011 East Sunrise Drive |
Tucson |
AZ |
85718 |
United States of America |
North America |
https://www.linkedin.com/in/johnstephensmd/ |
|
1.990 |
$2.2B |
|
https://www.linkedin.com/company/tci-wealth-advisors-inc-/ |
https://tciwealth.com/ |
TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica and over $2 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. |
|
| TCI Wealth Advisors |
Lori |
Booth-Houle |
Wealth Advisor & Shareholder |
(480) 991-0401 |
WM |
lori.boothhoule@tciwealth.com |
TCI@tciwealth.com |
6929 Greenway Pkwy., Suite 150 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/lori-booth-houle-cpa-cfp®-tci/ |
|
1.990 |
$2.2B |
|
https://www.linkedin.com/company/tci-wealth-advisors-inc-/ |
https://tciwealth.com/ |
TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica and over $2 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. |
|
| TCI Wealth Advisors |
Catherine |
Nichols |
President & Shareholder |
(520) 733-1477 |
WM |
catherine.nichols@tciwealth.com |
TCI@tciwealth.com |
4011 E. Sunrise Dr. |
Tucson |
AZ |
85718 |
United States of America |
North America |
https://www.linkedin.com/in/catherine-nichols-56365237/ |
|
1.990 |
$2.2B |
|
https://www.linkedin.com/company/tci-wealth-advisors-inc-/ |
https://tciwealth.com/ |
TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica and over $2 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. |
|
| TCM Wealth |
Ted |
Cowan |
Owner |
(480) 518-1905 |
WM |
Ted@tcmwealth.com |
|
8426 E Shea Blvd |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/ted-cowan-3b99919/ |
|
|
$17M |
|
|
http://www.tcmwealth.com/ |
At TCM Wealth Management, LLC we strive for ethical and trusted relationships where we always place the client's needs first. Our clients enjoy peace of mind and exceptional client service. Our goal is to provide objective and comprehensive wealth management and to deliver an outstanding investment experience to our clients. |
|
| TCV Trust & Wealth Management |
Richard |
Gates |
Chairman of the Board |
(804) 272-9044 |
WM |
dgates@tcva.com |
|
9030 Stony Point Parkway, Suite 300 |
Richmond |
VA |
23235 |
United States of America |
North America |
|
|
1.993 |
|
|
https://www.linkedin.com/company/tcv-trust-and-wealth-management/ |
https://www.tcvwealth.com/ |
TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation. This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.
We take an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles. |
|
| TCV Trust & Wealth Management |
Douglas |
Nunn |
Managing Director - CEO |
(804) 272-9044 |
WM |
dnunn@tcva.com |
|
9030 Stony Point Parkway, Suite 300 |
Richmond |
VA |
23235 |
United States of America |
North America |
https://www.linkedin.com/in/doug-nunn-6b48aa2a/ |
|
1.993 |
|
|
https://www.linkedin.com/company/tcv-trust-and-wealth-management/ |
https://www.tcvwealth.com/ |
TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation. This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.
We take an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles. |
|
| TCV Trust & Wealth Management |
Donna |
Chapman |
COO |
(804) 272-9044 |
WM |
dchapman@tcva.com |
|
9030 Stony Point Parkway, Suite 300 |
Richmond |
VA |
23235 |
United States of America |
North America |
https://www.linkedin.com/in/donna-chapman-754b7811/ |
|
1.993 |
|
|
https://www.linkedin.com/company/tcv-trust-and-wealth-management/ |
https://www.tcvwealth.com/ |
TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation. This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.
We take an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles. |
|
| TCV Trust & Wealth Management |
David |
Robinson |
CFO |
(804) 272-9044 |
WM |
drobinson@tcva.com |
|
9030 Stony Point Parkway, Suite 300 |
Richmond |
VA |
23235 |
United States of America |
North America |
|
|
1.993 |
|
|
https://www.linkedin.com/company/tcv-trust-and-wealth-management/ |
https://www.tcvwealth.com/ |
TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation. This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.
We take an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles. |
|
| TD Asset Management |
Bruce |
Cooper |
CEO & CIO |
(416) 983-4150 |
WM |
bruce.cooper@td.com |
td.mutualfunds@td.com |
161 Bay Street, 34th floor |
Toronto |
ON |
M5J 2T2 |
Canada |
North America |
https://www.linkedin.com/in/bruce-cooper-5998bb4b/ |
|
|
$333B |
|
https://www.linkedin.com/showcase/tdassetmanagement/ |
https://www.tdassetmanagement.com/ |
At TD Asset Management Inc., we bring new thinking to your most important challenges.
TD Asset Management Inc. aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps us to develop a comprehensive perspective on managing risk and taking advantage of opportunities. |
|
| TD Asset Management |
Julie |
Sherratt |
Managing Director, Investment Risk Management TDAM |
(416) 983-4150 |
WM |
julie.sherratt@td.com |
td.mutualfunds@td.com |
161 Bay Street, 34th floor |
Toronto |
ON |
M5J 2T2 |
Canada |
North America |
https://www.linkedin.com/in/julie-sherratt-50b35569/ |
|
|
$333B |
Julie.Sherratt@tdsecurities.com |
https://www.linkedin.com/showcase/tdassetmanagement/ |
https://www.tdassetmanagement.com/ |
At TD Asset Management Inc., we bring new thinking to your most important challenges.
TD Asset Management Inc. aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps us to develop a comprehensive perspective on managing risk and taking advantage of opportunities. |
|
| TD Asset Management |
Donna |
Green |
Director |
(416) 983-4150 |
WM |
Donna.Green@tdam.com |
td.mutualfunds@td.com |
161 Bay Street, 34th floor |
Toronto |
ON |
M5J 2T2 |
Canada |
North America |
|
|
|
$333B |
|
https://www.linkedin.com/showcase/tdassetmanagement/ |
https://www.tdassetmanagement.com/ |
At TD Asset Management Inc., we bring new thinking to your most important challenges.
TD Asset Management Inc. aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps us to develop a comprehensive perspective on managing risk and taking advantage of opportunities. |
|
| Technomart Investment Advisors |
Joseph |
Parnes |
Founder & CEO |
(800) 828-6555 |
WM |
jparnes@technomartrga.com |
|
401 E. Pratt Street, Suite 312, World Trade Center |
Baltimore |
MD |
21204 |
United States of America |
North America |
https://www.linkedin.com/in/technomart/ |
|
1.979 |
$195M |
|
|
http://www.technomartrga.com/ |
Technomart Investment Advisors is an independent, family operated, highly known firm specializing in customized, separately managed accounts. Joseph Parnes, Founder/President is responsible for supplying the firm’s private and institutional clients with actionable investment advice with a special focus on growth companies and long and short selling strategies.Investment services are available to individuals, trusts, and corporations on a discretionary basis. |
|
| Telemus Capital |
Andrew |
Bass |
Chief Wealth Officer |
(312) 870-1900 |
WM |
abass@telemus.com |
|
230 W. Monroe Street Suite 1415 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-bass-62aa388/ |
|
2.005 |
|
|
https://www.linkedin.com/company/telemus-capital-partners/ |
https://telemus.com/ |
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. |
|
| Telemus Capital |
David |
Post |
Co-Chief Investment Officer |
(312) 870-1900 |
WM |
dpost@telemus.com |
|
230 W. Monroe Street Suite 1415 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/david-post-9aaaa713/ |
|
2.005 |
|
|
https://www.linkedin.com/company/telemus-capital-partners/ |
https://telemus.com/ |
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. |
|
| Telemus Capital |
Diana |
Joseph |
Co-CIO, Partner, Sr Advisor |
(312) 870-1900 |
WM |
djoseph@telemus.com |
|
230 W. Monroe Street Suite 1415 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/diana-j-joseph/ |
|
2.005 |
|
|
https://www.linkedin.com/company/telemus-capital-partners/ |
https://telemus.com/ |
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. |
|
| Telemus Capital |
Eric |
Oppenheim |
General Counsel and Chief Regulatory/Compliance Officer |
(312) 870-1900 |
WM |
eoppenheim@telemus.com |
|
230 W. Monroe Street Suite 1415 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/eric-oppenheim-566942129/ |
|
2.005 |
|
|
https://www.linkedin.com/company/telemus-capital-partners/ |
https://telemus.com/ |
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. |
|
| Telemus Capital |
Gary |
Ryan |
Chairman/CEO, Senior Financial Life Advisor, Partner |
(312) 870-1900 |
WM |
gran@telemus.com |
|
230 W. Monroe Street Suite 1415 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/gary-ryan-a180a9104/ |
|
2.005 |
|
|
https://www.linkedin.com/company/telemus-capital-partners/ |
https://telemus.com/ |
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. |
|
| Telemus Capital |
Josh |
Levine |
Senior Financial Life Advisor, Partner |
(312) 870-1900 |
WM |
jlevine@telemus.com |
|
230 W. Monroe Street Suite 1415 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/telemus-capital-partners/ |
https://telemus.com/ |
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. |
|
| Tellone Management Group, Inc. |
Dean |
Tellone |
President & Founder |
(714) 998-2290 |
WM |
dino@tellone.com |
info@tellone.com |
6200 East Canyon Rim Road, Suite 201 |
Anaheim Hills |
CA |
92807 |
United States of America |
North America |
https://www.linkedin.com/in/dinotellone/ |
|
1.986 |
$305M |
|
https://www.linkedin.com/company/tellonefinancial/ |
https://www.tellone.com/ |
From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life. |
|
| Tellone Management Group, Inc. |
Steven |
Wolfe |
Vice President |
(714) 998-2290 |
WM |
wolfe@tellone.com |
info@tellone.com |
6200 East Canyon Rim Road, Suite 201 |
Anaheim Hills |
CA |
92807 |
United States of America |
North America |
https://www.linkedin.com/in/steven-wolfe-85a3142b/ |
|
1.986 |
$305M |
|
https://www.linkedin.com/company/tellonefinancial/ |
https://www.tellone.com/ |
From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life. |
|
| Tellone Management Group, Inc. |
Derek |
Pantele |
Director |
(714) 998-2290 |
WM |
derek@tellone.com |
info@tellone.com |
6200 East Canyon Rim Road, Suite 201 |
Anaheim Hills |
CA |
92807 |
United States of America |
North America |
https://www.linkedin.com/in/derek-pantele-cfp-cfa-980b407/ |
|
1.986 |
$305M |
|
https://www.linkedin.com/company/tellonefinancial/ |
https://www.tellone.com/ |
From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life. |
|
| Tempewick Wealth Management |
John |
Anderson |
Founder and Managing Principal |
(973) 285-1000 x305 |
WM |
ja@tempewickinvestments.com |
|
177 Madison Avenue |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/john-anderson-clu-0194673/ |
|
2.006 |
|
|
https://www.linkedin.com/company/tempewick-wealth-management/ |
http://www.tempewick.com/ |
Tempewick Wealth Management's Private Client Group provides estate planning, life insurance, and wealth planning to affluent individuals and their families. Our Private Client team assists individuals and their families in all aspects of their estate and investment plan, from analyzing products, to choosing a corporate fiduciary, to the implementation of the plan over time. In addition to offering advisory services involving traditional insurance and investment products, the professionals at Tempewick Wealth Management are also specialists in the design, implementation, and administration of Private Placement Life Insurance and Private Placement Annuity programs, which are designed to enhance the after-tax returns of tax-inefficient investments. |
|
| Tempewick Wealth Management |
Trixy |
Homeijer |
Director of New Business |
(973) 285-1000 x304 |
WM |
trixyhomeijer@tempewick.com |
|
177 Madison Avenue |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/trixy-homeijer-8470b91a/ |
|
2.006 |
|
|
https://www.linkedin.com/company/tempewick-wealth-management/ |
http://www.tempewick.com/ |
Tempewick Wealth Management's Private Client Group provides estate planning, life insurance, and wealth planning to affluent individuals and their families. Our Private Client team assists individuals and their families in all aspects of their estate and investment plan, from analyzing products, to choosing a corporate fiduciary, to the implementation of the plan over time. In addition to offering advisory services involving traditional insurance and investment products, the professionals at Tempewick Wealth Management are also specialists in the design, implementation, and administration of Private Placement Life Insurance and Private Placement Annuity programs, which are designed to enhance the after-tax returns of tax-inefficient investments. |
|
| Tempewick Wealth Management |
Abigail |
Reilly |
Associate |
(973) 285-1000 x307 |
WM |
abigailreilly@tempewick.com |
|
177 Madison Avenue |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/abigail-reilly-994255115/ |
|
2.006 |
|
|
https://www.linkedin.com/company/tempewick-wealth-management/ |
http://www.tempewick.com/ |
Tempewick Wealth Management's Private Client Group provides estate planning, life insurance, and wealth planning to affluent individuals and their families. Our Private Client team assists individuals and their families in all aspects of their estate and investment plan, from analyzing products, to choosing a corporate fiduciary, to the implementation of the plan over time. In addition to offering advisory services involving traditional insurance and investment products, the professionals at Tempewick Wealth Management are also specialists in the design, implementation, and administration of Private Placement Life Insurance and Private Placement Annuity programs, which are designed to enhance the after-tax returns of tax-inefficient investments. |
|
| Teresa Bear |
Teresa |
Bear |
Chief Executive Officer |
(480) 503-0050 |
WM |
teresa@teresabear.com |
teresa@teresabear.com |
233 E Southern Ave., Unit 25446 |
Mesa |
AZ |
85206 |
United States of America |
North America |
https://www.linkedin.com/in/teresabear/ |
|
|
|
|
http://teresabearblog.com/ |
http://teresabear.com/ |
Teresa Bear, specializes in financial planning and asset preservation for retirees. Teresa has been seen in USA Today, The Wall Street Journal and Woman's Day magazine. She has also appeared on ABC, NBC, CBS and Fox. Teresa is the author of the Amazon bestselling book, "She Retired Happily Ever After". Teresa, a graduate of Iowa’s Graceland University, has an MBA from the University of Kansas. She is a Certified Public Accountant who has been practicing in the area of taxation for over thirty years. Additionally, she is a Certified Financial Planner™ who combines her knowledge of taxes with her expertise in investments. |
|
| Tessara Financial Advisors, Inc |
Larry |
Krause |
Principal |
(415) 925-1100 |
WM |
larry@tessaraadvisors.com |
info@tessaraadvisors.com |
100 Larkspur Landing, Suite 200 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/laka4u/ |
|
|
|
|
https://www.linkedin.com/company/tessara-financial-advisors-inc. |
http://tessaraadvisors.com |
We are an independent primarily fee only wealth management firm that specializes in developing a comprehensive financial strategy which is specifically tailored for each client. We can also charge an hourly rate or a commission if our client prefers. We do not subscribe to get-rich quick schemes. Instead through highly customized financial planning, our goal is to have your capital accumulate more efficiently as well as preserve the buying power of your assets without high risk. We are in the stay-rich business, not the get-rich business. |
|
| Tessara Financial Advisors, Inc |
Gisela |
Lake |
Principal |
(415) 925-1100 |
WM |
gisela@tessaraadvisors.com |
info@tessaraadvisors.com |
100 Larkspur Landing, Suite 200 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/gisela-lake-cfp-®-6a23b033/ |
|
|
|
|
https://www.linkedin.com/company/tessara-financial-advisors-inc. |
http://tessaraadvisors.com |
We are an independent primarily fee only wealth management firm that specializes in developing a comprehensive financial strategy which is specifically tailored for each client. We can also charge an hourly rate or a commission if our client prefers. We do not subscribe to get-rich quick schemes. Instead through highly customized financial planning, our goal is to have your capital accumulate more efficiently as well as preserve the buying power of your assets without high risk. We are in the stay-rich business, not the get-rich business. |
|
| Teton Wealth Management (LPL Financial) |
Jacob |
Murray |
LPL Financial Advisor |
(208) 534-7658 |
WM |
jake@tetonwealthmanagement.com |
info@tetonwealth.com |
1530 Elk Creek Drive |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/jacob-murray-830b1b5/ |
|
|
|
|
|
https://www.tetonwealthmanagement.com/ |
At Teton Wealth Management, we strive to provide comprehensive wealth management services for every stage of the journey. Our mission is to enhance your life by helping create sound, financial strategies.
Teton Wealth Management specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Teton Wealth Management (LPL Financial) |
Jill |
Phillips |
LPL Financial Advisor |
(208) 534-7658 |
WM |
jill@tetonwealthmanagement.com |
info@tetonwealth.com |
1530 Elk Creek Drive |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
|
|
|
|
|
|
https://www.tetonwealthmanagement.com/ |
At Teton Wealth Management, we strive to provide comprehensive wealth management services for every stage of the journey. Our mission is to enhance your life by helping create sound, financial strategies.
Teton Wealth Management specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Teton Wealth Management (LPL Financial) |
Michael |
Canavan |
LPL Financial Advisor |
(208) 534-7659 |
WM |
mike@tetonwealth.com |
info@tetonwealth.com |
1530 Elk Creek Drive |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
|
|
|
|
mike@tetonwealthmanagement.com |
|
https://www.tetonwealthmanagement.com/ |
At Teton Wealth Management, we strive to provide comprehensive wealth management services for every stage of the journey. Our mission is to enhance your life by helping create sound, financial strategies.
Teton Wealth Management specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Teton Wealth Management (LPL Financial) |
Kelsey |
Salsbery |
Executive Assistant |
(208) 534-7658 |
WM |
kelsey@tetonwealthmanagement.com |
info@tetonwealth.com |
1530 Elk Creek Drive |
Idaho Falls |
ID |
83404 |
United States of America |
North America |
https://www.linkedin.com/in/kelseysalsbery/ |
|
|
|
|
|
https://www.tetonwealthmanagement.com/ |
At Teton Wealth Management, we strive to provide comprehensive wealth management services for every stage of the journey. Our mission is to enhance your life by helping create sound, financial strategies.
Teton Wealth Management specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. |
|
| Tetrem Capital Management Ltd. |
Daniel |
Bubis |
President and CIO |
(204) 975-2865 |
WM |
dbubis@tetrem.com |
info@tetrem.com |
1910-201 Portage Avenue |
Winnipeg |
MB |
R3B 3K6 |
Canada |
North America |
https://www.linkedin.com/in/danny-bubis-cfa-aa28402b/ |
|
|
$5.8 billion |
|
https://www.linkedin.com/company/tetrem-capital-management |
http://www.tetrem.com/ |
Tetrem Capital Management Ltd. operates as an investment management firm. The Company provides investment advisory services and manages investment portfolios for mutual funds, institutional clients, foundations, pension plans, and individuals. Tetrem Capital Management serves clients in Canada and the United States. |
|
| Tewks Wealth Management, LLC |
Shawn |
Tewksbury |
Owner |
(603) 213-6165 |
WM |
shawn@tewkswm.com |
|
15 N. Southwood Drive |
Nashua |
NH |
03063 |
United States of America |
North America |
https://www.linkedin.com/in/shawn-tewksbury-cpa-cfp/ |
|
2.017 |
|
|
|
https://tewkswm.com/ |
Shawn has provided investment, accounting, tax, and business advisor services for over 20 years. Shawn provides services to corporations, small businesses and individuals throughout the NH and MA areas. With his expertise as both a CPA and Certified Financial Planner, Shawn creates financial and retirement plans that not only address his clients’ goals, but also optimize their tax consequences. This big-picture approach helps ensure his clients’ nest eggs will be there to fund their retirement dreams. |
|
| TFG Wealth Management |
Mark |
Fried |
President |
(215) 968-1755 |
WM |
mark@tfgwealth.com |
|
642 Newtown Yardley Road, Suite 115 |
Newtown |
PA |
18940 |
United States of America |
North America |
https://www.linkedin.com/in/mark-fried-a0b1156/ |
|
2.001 |
|
|
https://www.linkedin.com/company/tfg-wealth-management/ |
https://tfgwealth.com/ |
Since opening the doors to this independent financial advisory firm, the team at TFG Wealth Management, have been determined to help others deal with the financial uncertainties that they will experience throughout life, and that are especially important leading up to and during retirement. TFG Wealth Management was built with the goal of helping each client meet three primary financial objectives – control, security and freedom. |
|
| TFG Wealth Management |
Lisa |
Odoski |
Vice President & Director of Operations |
(215) 968-1755 |
WM |
lisa@tfgwealth.com |
|
642 Newtown Yardley Road, Suite 115 |
Newtown |
PA |
18940 |
United States of America |
North America |
https://www.linkedin.com/in/lisaodoski/ |
|
2.001 |
|
|
https://www.linkedin.com/company/tfg-wealth-management/ |
https://tfgwealth.com/ |
Since opening the doors to this independent financial advisory firm, the team at TFG Wealth Management, have been determined to help others deal with the financial uncertainties that they will experience throughout life, and that are especially important leading up to and during retirement. TFG Wealth Management was built with the goal of helping each client meet three primary financial objectives – control, security and freedom. |
|
| TFO Phoenix, Inc. |
Chris |
Erblich |
Chairman |
(602) 466-2611 |
WM |
cerblich@tfophoenix.com |
|
5060 North 40th Street, Ste. 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/chriserblich/ |
|
2.011 |
$1.3B |
|
https://www.linkedin.com/company/tfo-phoenix-inc/ |
https://tfophoenix.com/ |
We are a family wealth office. We help affluent families like yours connect wealth with purpose so your family’s wealth will endure life’s inevitable transitions. |
|
| TFO Phoenix, Inc. |
Scott |
Horn |
President |
(602) 466-2611 |
WM |
shorn@tfophoenix.com |
|
5060 North 40th Street, Ste. 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/scott-horn-757a9a42/ |
|
2.011 |
$1.3B |
|
https://www.linkedin.com/company/tfo-phoenix-inc/ |
https://tfophoenix.com/ |
We are a family wealth office. We help affluent families like yours connect wealth with purpose so your family’s wealth will endure life’s inevitable transitions. |
|
| TFO Phoenix, Inc. |
Chuck |
Carroll |
Chief Investment Officer |
(602) 466-2611 |
WM |
ccarroll@tfophoenix.com |
|
5060 North 40th Street, Ste. 200 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-carroll-5067216/ |
|
2.011 |
$1.3B |
|
https://www.linkedin.com/company/tfo-phoenix-inc/ |
https://tfophoenix.com/ |
We are a family wealth office. We help affluent families like yours connect wealth with purpose so your family’s wealth will endure life’s inevitable transitions. |
|
| TFR Wealth Management |
Bobby |
James |
President / CEO |
(972) 599-3388 |
WM |
bjames@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| TFR Wealth Management |
Bryan |
Leinart |
Wealth Management Advisor |
(972) 599-3870 |
WM |
bleinart@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| TFR Wealth Management |
Heather |
Taylor |
VP / Financial Paraplanner Qualified Professional |
(972) 599-3383 |
WM |
htaylor@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| TFR Wealth Management |
Joshua |
Dunham |
Chief Investment Officer |
(972) 599-3389 |
WM |
jdunham@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| TFR Wealth Management |
Michael |
Crawford |
Wealth Management Advisor |
(972) 599-3387 |
WM |
mcrawford@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| TFR Wealth Management |
Wesley |
Moore |
Wealth Management Advisor |
(972) 608-3883 |
WM |
wmoore@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| TFR Wealth Management |
Zach |
James |
Wealth Management Advisor |
(214) 778-1106 |
WM |
zjames@tfr-inc.com |
TFR_Team@tfr-inc.com |
5040 Tennyson Parkway |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/texas-financial-resources-lp/ |
https://www.tfr-inc.com/ |
TFR Wealth Management provides complete wealth management and investment advice. Our efforts provide our clients a comprehensive and coordinated financial future. Our goal for TFR is to be recognized by our clients and the community as an organization of integrity. We strive to impact and improve our clients lives by always placing the client's interest to the utmost degree. |
|
| Thayer & Co. Total Wealth Management |
Kate |
Thayer |
Investment Advisor Representative |
(214) 361-3555 |
WM |
kate@thayerwealth.com |
|
8117 Preston Rd., Suite 180 West |
Dallas |
TX |
75225 |
United States of America |
North America |
https://www.linkedin.com/in/kate-thayer-2499a563/ |
|
|
|
|
|
http://thayerwealth.com/ |
As one of the nation’s top financial professionals, Lance Thayer is held in the highest esteem by the many clients he serves across the country. Despite being involved in numerous ventures and activities, Lance knows it is essential to add a personal touch as he helps each client attain financial health and security through his advising services. With this mission in mind, he maintains a network of financial professionals to serve his clients in all 50 states. |
|
| The BeachPointe Group - Morgan Stanley |
James |
Frank |
Executive Director, Financial Advisor |
(561) 822-4920 |
WM |
James.Frank@morganstanley.com |
|
777 S Flagler Drive, Suite 700E |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/james-frank-37a39021/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-beachpointe-group |
Every individual is different. You may, however, share many of the same questions, challenges and opportunities. With a combined tenure of over 100 years, we are here to help you answer those questions and help coordinate all aspects of your financial life. We believe in providing the highest echelon of tailored and personalized service. You’ll experience a level of service and personal attention that’s hard to find elsewhere. |
|
| The BeachPointe Group - Morgan Stanley |
Fred |
Gober |
Executive Director, Financial Advisor |
(561) 822-4921 |
WM |
Fred.Gober@morganstanley.com |
|
777 S Flagler Drive, Suite 700E |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/fred-m-gober-46016515/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-beachpointe-group |
Every individual is different. You may, however, share many of the same questions, challenges and opportunities. With a combined tenure of over 100 years, we are here to help you answer those questions and help coordinate all aspects of your financial life. We believe in providing the highest echelon of tailored and personalized service. You’ll experience a level of service and personal attention that’s hard to find elsewhere. |
|
| The BeachPointe Group - Morgan Stanley |
Jared |
Soper |
Senior Vice President, Financial Advisor |
(561) 822-4922 |
WM |
Jared.Soper@morganstanley.com |
|
777 S Flagler Drive, Suite 700E |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/jaredsoper/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-beachpointe-group |
Every individual is different. You may, however, share many of the same questions, challenges and opportunities. With a combined tenure of over 100 years, we are here to help you answer those questions and help coordinate all aspects of your financial life. We believe in providing the highest echelon of tailored and personalized service. You’ll experience a level of service and personal attention that’s hard to find elsewhere. |
|
| The BeachPointe Group - Morgan Stanley |
Mona |
Wilson |
Associate Vice President, Financial Advisor |
(561) 838-8901 |
WM |
Mona.Wilson@morganstanley.com |
|
777 S Flagler Drive, Suite 700E |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/mona-wilson-019b5119b/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-beachpointe-group |
Every individual is different. You may, however, share many of the same questions, challenges and opportunities. With a combined tenure of over 100 years, we are here to help you answer those questions and help coordinate all aspects of your financial life. We believe in providing the highest echelon of tailored and personalized service. You’ll experience a level of service and personal attention that’s hard to find elsewhere. |
|
| The BeachPointe Group - Morgan Stanley |
Mark |
Lindblom |
Financial Advisor |
(561) 650-7545 |
WM |
Mark.Lindblom@morganstanley.com |
|
777 S Flagler Drive, Suite 700E |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/mark-n-lindblom-9640b3b/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-beachpointe-group |
Every individual is different. You may, however, share many of the same questions, challenges and opportunities. With a combined tenure of over 100 years, we are here to help you answer those questions and help coordinate all aspects of your financial life. We believe in providing the highest echelon of tailored and personalized service. You’ll experience a level of service and personal attention that’s hard to find elsewhere. |
|
| The BeachPointe Group - Morgan Stanley |
Deborah |
Rathbun |
Business Development Manager |
(561) 822-4923 |
WM |
Deborah.Rathbun@morganstanley.com |
|
777 S Flagler Drive, Suite 700E |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/the-beachpointe-group |
Every individual is different. You may, however, share many of the same questions, challenges and opportunities. With a combined tenure of over 100 years, we are here to help you answer those questions and help coordinate all aspects of your financial life. We believe in providing the highest echelon of tailored and personalized service. You’ll experience a level of service and personal attention that’s hard to find elsewhere. |
|
| The Beringer Group |
Theodore |
Beringer |
CEO |
(610) 293-2020 |
WM |
ted@theberingergroup.com |
info@theberingergroup.com |
201 King of Prussia Rd Suite 340 |
Radnor |
PA |
19087 |
United States of America |
North America |
|
|
1.979 |
$395M |
|
|
http://theberingergroup.info/ |
The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979. We have helped our clients make some of the most difficult decisions of their lives. Our innovative succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues. In the process, we have helped them avoid catastophic tax consequences, give their businesses and endeavors new life, and provide for their families, their employees and their communities for generations to come. |
|
| The Beringer Group |
Christopher |
Beringer |
President |
(610) 293-2020 |
WM |
cberinger@theberingergroup.com |
info@theberingergroup.com |
201 King of Prussia Rd Suite 340 |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/chris-beringer-7050004/ |
|
1.979 |
$395M |
|
|
http://theberingergroup.info/ |
The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979. We have helped our clients make some of the most difficult decisions of their lives. Our innovative succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues. In the process, we have helped them avoid catastophic tax consequences, give their businesses and endeavors new life, and provide for their families, their employees and their communities for generations to come. |
|
| The Beringer Group |
John |
Fye |
Managing Director |
(610) 293-2020 |
WM |
jfye@theberingergroup.com |
info@theberingergroup.com |
201 King of Prussia Rd Suite 340 |
Radnor |
PA |
19087 |
United States of America |
North America |
|
|
1.979 |
$395M |
|
|
http://theberingergroup.info/ |
The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979. We have helped our clients make some of the most difficult decisions of their lives. Our innovative succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues. In the process, we have helped them avoid catastophic tax consequences, give their businesses and endeavors new life, and provide for their families, their employees and their communities for generations to come. |
|
| The Beringer Group |
Linda |
Postorivo |
Chief Investment Officer |
(610) 293-2020 |
WM |
lpostorivo@theberingergroup.com |
info@theberingergroup.com |
201 King of Prussia Rd Suite 340 |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/linda-postorivo-96131b56/ |
|
1.979 |
$395M |
|
|
http://theberingergroup.info/ |
The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979. We have helped our clients make some of the most difficult decisions of their lives. Our innovative succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues. In the process, we have helped them avoid catastophic tax consequences, give their businesses and endeavors new life, and provide for their families, their employees and their communities for generations to come. |
|
| The BlueStone Wealth Management Group - Morgan Stanley |
Dennis |
Cutrone |
Managing Director, Wealth Management, Private Wealth Advisor |
(212) 692-2829 |
WM |
Dennis.Cutrone@morganstanleypwm.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/denniscutrone/ |
|
|
$1.8B |
|
|
https://advisor.morganstanley.com/the-bluestone-wealth-management-group |
Every path in life offers a wealth of possibilities: the opportunity to endow a philanthropic cause, build an estate, or expand a business or enterprise you’ve worked hard to create. You want an advisor who understands the dimensions of your journey, and can provide direction for the road ahead. With assets in excess of $1.8 billion as of January 2017. The BlueStone Group at Morgan Stanley is an experienced, fourteen member Wealth Management team. We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth. |
|
| The BlueStone Wealth Management Group - Morgan Stanley |
George |
Spiropoulos |
Managing Director, Wealth Management, Financial Advisor |
(212) 692-2835 |
WM |
George.Spiropoulos@morganstanley.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/george-spiropoulos-cfp%C2%AE-9951a81/ |
|
|
$1.8B |
|
|
https://advisor.morganstanley.com/the-bluestone-wealth-management-group |
Every path in life offers a wealth of possibilities: the opportunity to endow a philanthropic cause, build an estate, or expand a business or enterprise you’ve worked hard to create. You want an advisor who understands the dimensions of your journey, and can provide direction for the road ahead. With assets in excess of $1.8 billion as of January 2017. The BlueStone Group at Morgan Stanley is an experienced, fourteen member Wealth Management team. We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth. |
|
| The BlueStone Wealth Management Group - Morgan Stanley |
Don |
Healy |
Financial Advsir, Senior Vice President, Wealth Management |
(212) 492-6919 |
WM |
Don.Healy@morganstanleypwm.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/don-healy-8228b83b/ |
|
|
$1.8B |
|
|
https://advisor.morganstanley.com/the-bluestone-wealth-management-group |
Every path in life offers a wealth of possibilities: the opportunity to endow a philanthropic cause, build an estate, or expand a business or enterprise you’ve worked hard to create. You want an advisor who understands the dimensions of your journey, and can provide direction for the road ahead. With assets in excess of $1.8 billion as of January 2017. The BlueStone Group at Morgan Stanley is an experienced, fourteen member Wealth Management team. We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth. |
|
| The BlueStone Wealth Management Group - Morgan Stanley |
Tania |
Espinal |
Vice President, Private Wealth Avdisor |
(212) 468-4548 |
WM |
Tania.Espinal@morganstanley.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/gengsheng/ |
|
|
$1.8B |
|
|
https://advisor.morganstanley.com/the-bluestone-wealth-management-group |
Every path in life offers a wealth of possibilities: the opportunity to endow a philanthropic cause, build an estate, or expand a business or enterprise you’ve worked hard to create. You want an advisor who understands the dimensions of your journey, and can provide direction for the road ahead. With assets in excess of $1.8 billion as of January 2017. The BlueStone Group at Morgan Stanley is an experienced, fourteen member Wealth Management team. We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth. |
|
| The BlueStone Wealth Management Group - Morgan Stanley |
Lloyd |
Goldfarb |
Senior Vice President, Wealth Management, Financial Advisor |
(212) 878-3982 |
WM |
lloyd.goldfarb@morganstanley.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
|
|
|
$1.8B |
|
|
https://advisor.morganstanley.com/the-bluestone-wealth-management-group |
Every path in life offers a wealth of possibilities: the opportunity to endow a philanthropic cause, build an estate, or expand a business or enterprise you’ve worked hard to create. You want an advisor who understands the dimensions of your journey, and can provide direction for the road ahead. With assets in excess of $1.8 billion as of January 2017. The BlueStone Group at Morgan Stanley is an experienced, fourteen member Wealth Management team. We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth. |
|
| The Calandro Group at Merrill Lynch |
Robert |
Chris Calandro |
Financial Advisor |
(214) 969-2646 |
WM |
chris.calandro@ml.com |
|
2100 Ross Ave., Suite 1000/1100 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/chriscalandro/ |
|
|
|
|
|
https://fa.ml.com/texas/dallas/calandro/ |
At The Calandro Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you. |
|
| The Cerato Group LLC |
Michael |
Cerato |
Managing Director |
(603) 324-0171 |
WM |
mcerato@theceratogroup.com |
|
4 Water St., Suite 201 |
Nashua |
NH |
03060-9322 |
United States of America |
North America |
https://www.linkedin.com/in/mike-cerato-24b38111/ |
|
2.004 |
|
|
|
https://www.theceratogroup.com/ |
The Cerato Group, an independent financial services firm focusing on The High Net Worth Investor and their families. We utilize a customized portfolio and risk management approach based on the individual needs of our clients. |
|
| The Cerato Group LLC |
James |
Abagis |
Vice President |
(603) 324-0171 |
WM |
jabagis@theceratogroup.com |
|
4 Water St., Suite 201 |
Nashua |
NH |
03060-9322 |
United States of America |
North America |
|
|
2.004 |
|
|
|
https://www.theceratogroup.com/ |
The Cerato Group, an independent financial services firm focusing on The High Net Worth Investor and their families. We utilize a customized portfolio and risk management approach based on the individual needs of our clients. |
|
| The Cerato Group LLC |
Melanie |
Lavigne |
Client Service Manager |
(603) 324-0171 |
WM |
mlavigne@theceratogroup.com |
|
4 Water St., Suite 201 |
Nashua |
NH |
03060-9322 |
United States of America |
North America |
|
|
2.004 |
|
|
|
https://www.theceratogroup.com/ |
The Cerato Group, an independent financial services firm focusing on The High Net Worth Investor and their families. We utilize a customized portfolio and risk management approach based on the individual needs of our clients. |
|
| The Clarius Group |
Keith |
Vernon |
Partner |
(206) 462-7400 |
WM |
keith@clariusgroup.com |
info@clariusgroup.com |
999 3rd Avenue, Suite 3050 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/keith-vernon-cfa-abb6b87/ |
|
2.015 |
|
|
|
http://www.clariusgroup.com/ |
Clarius's shared family office model, with alignment at its core, stands in stark contrast to industry norms. Our approach starts with a philosophy that we exist to serve our clients and that our clients’ interests sit above all others. This perspective informs everything we do, from the services and advice we provide to the way we manage the firm. Our goal is for each family to experience Clarius as their single family office. |
|
| The Cogent Advisor |
Michael |
Evans |
CEO |
(312) 382-8388 |
WM |
michael@thecogentadvisor.com |
conversations@thecogentadvisor.com |
77 W. Wacker Dr., Suite 4500 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/cogentadvisor/ |
|
2.010 |
$108M |
|
https://www.linkedin.com/company/cogent-advisor-llc/ |
https://cogentsw.com/ |
Cogent Strategic Wealth provides financial and investment strategies to high-achieving professionals. Working alongside you to reach your goals.
Most high-achieving individuals have every aspect of their lives planned out, but leave their financial future to chance. We fill in the gaps with wealth management strategies so that peoples' financial lives are as well planned out as their personal and professional lives. You’ve got financial goals in life that you are wanting to achieve. At Cogent Strategic Wealth, we work with high achieving individuals like yourself, that have spent their entire lives planning out every aspect of their life, except for their financial life. |
|
| The Cogent Advisor |
Kelly |
Stanley |
Wealth Advisor |
(312) 382-8388 Ext. 2 |
WM |
kelly@thecogentadvisor.com |
conversations@thecogentadvisor.com |
77 W. Wacker Dr., Suite 4500 |
Chicago |
IL |
60601 |
United States of America |
North America |
https://www.linkedin.com/in/kellystanley/ |
|
2.010 |
$108M |
|
https://www.linkedin.com/company/cogent-advisor-llc/ |
https://cogentsw.com/ |
Cogent Strategic Wealth provides financial and investment strategies to high-achieving professionals. Working alongside you to reach your goals.
Most high-achieving individuals have every aspect of their lives planned out, but leave their financial future to chance. We fill in the gaps with wealth management strategies so that peoples' financial lives are as well planned out as their personal and professional lives. You’ve got financial goals in life that you are wanting to achieve. At Cogent Strategic Wealth, we work with high achieving individuals like yourself, that have spent their entire lives planning out every aspect of their life, except for their financial life. |
|
| The Colony Group (fka Bridgewater Wealth Management, LLC) |
Ron |
Rubin |
President, Vice Chairman & Chief Culture Officer |
Mobile: (301) 461-2245 |
WM |
rrubin@thecolonygroup.com |
|
7475 Wisconsin Avenue, Suite 600 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/ron-rubin-63b86811/ |
|
|
$900M |
|
|
http://www.bridgewaterwealth.com/ |
We serve successful professionals, multi-generational families, athletes, entertainers, as well as businesses and non-profit organizations as we strive to deliver what we believe is the best set of solutions and a unique cultural experience for our clients. |
|
| The Colony Group, LLC |
Gina |
Bradley |
Chief Operating Officer & General Counsel |
(617) 723-8200 |
WM |
gbradley@thecolonygroup.com |
info@thecolonygroup.com |
One Boston Place 201 Washington Street, 11th Floor |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/gina-bradley-1b930514/ |
|
1.986 |
$5.2B |
|
https://www.linkedin.com/company/the-colony-group |
https://www.thecolonygroup.com/ |
We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world. |
|
| The Colony Group, LLC |
Brian |
Katz |
President of Colony Investment Management & Chief Investment Officer |
(617) 723-8200 |
WM |
bkatz@thecolonygroup.com |
info@thecolonygroup.com |
One Boston Place 201 Washington Street, 11th Floor |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/brian-katz-1788854/ |
|
1.986 |
$5.2B |
|
https://www.linkedin.com/company/the-colony-group |
https://www.thecolonygroup.com/ |
We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world. |
|
| The Colony Group, LLC |
Stephen |
Stelljes |
President of Client Services |
(617) 723-8200 |
WM |
sstelljes@thecolonygroup.com |
info@thecolonygroup.com |
One Boston Place 201 Washington Street, 11th Floor |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-stelljes-jd-cfp®-96496210/ |
|
1.986 |
$5.2B |
|
https://www.linkedin.com/company/the-colony-group |
https://www.thecolonygroup.com/ |
We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world. |
|
| The Colony Group, LLC |
Jeanie |
Kirkiles |
Director of Finance & Administration |
(617) 723-8200 |
WM |
jkirkiles@thecolonygroup.com |
info@thecolonygroup.com |
One Boston Place 201 Washington Street, 11th Floor |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/jeanie-kirkiles-516a1a14/ |
|
1.986 |
$5.2B |
|
https://www.linkedin.com/company/the-colony-group |
https://www.thecolonygroup.com/ |
We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world. |
|
| The Compass Wealth Group, LLC |
Randy |
Halfpop |
Owner & Certified Financial Planner |
(719) 632-4188 |
WM |
Randy.Halfpop@RaymondJames.com |
Cherie.Przymus@RaymondJames.com |
455 E Pikes Peak Ave., Suite 301 |
Colorado Springs |
CO |
80903 |
United States of America |
North America |
https://www.linkedin.com/in/randyhalfpop/ |
|
2.011 |
|
|
|
https://www.raymondjames.com/thecompasswealthgroup |
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. |
|
| The Compass Wealth Group, LLC |
Brian |
Eilers |
Owner & Certified Financial Planner |
(307) 635-6644 |
WM |
Brian.Eilers@RaymondJames.com |
Cherie.Przymus@RaymondJames.com |
455 E Pikes Peak Ave., Suite 301 |
Colorado Springs |
CO |
80903 |
United States of America |
North America |
https://www.linkedin.com/in/brian-eilers-a93b8814/ |
|
2.011 |
|
|
|
https://www.raymondjames.com/thecompasswealthgroup |
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. |
|
| The Compass Wealth Group, LLC |
Jess |
Ryan |
Financial Advisor, Accredited Investment Fiduciary |
(307) 635-6644 |
WM |
jess.ryan@raymondjames.com |
Cherie.Przymus@RaymondJames.com |
5920 Yellowstone Rd., Suite 3 |
Cheyenne |
WY |
82009 |
United States of America |
North America |
https://www.linkedin.com/in/jessjensenryan/ |
|
2.011 |
|
|
|
https://www.raymondjames.com/thecompasswealthgroup |
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. |
|
| The Compass Wealth Group, LLC |
Ben |
Voss |
Financial Advisor |
(307) 635-6644 |
WM |
Ben.Voss@RaymondJames.com |
Cherie.Przymus@RaymondJames.com |
4033 Boardwalk Dr., Unit 201 |
Fort Collins |
CO |
80525-5936 |
United States of America |
North America |
https://www.linkedin.com/in/ben-voss-110097199/ |
|
2.011 |
|
|
|
https://www.raymondjames.com/thecompasswealthgroup |
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. |
|
| The Compass Wealth Group, LLC |
Troy |
Kimball |
Certified Financial Planner |
(307) 635-6644 |
WM |
Troy.Kimball@RaymondJames.com |
Cherie.Przymus@RaymondJames.com |
5920 Yellowstone Rd., Suite 3 |
Cheyenne |
WY |
82009 |
United States of America |
North America |
|
|
2.011 |
|
|
|
https://www.raymondjames.com/thecompasswealthgroup |
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. |
|
| The Crimmins Wealth Management Group - Morgan Stanley |
Michael |
Crimmins |
First VP, Wealth Management, Wealth Advisor, Portfolio Manager |
(813) 227-2129 |
WM |
Michael.Crimmins@morganstanley.com |
|
100 N Tampa St., Suite 3000 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/michael-crimmins-cfp®-363a4b11/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-crimmins-wealth-management-group |
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| The Crimmins Wealth Management Group - Morgan Stanley |
Jennifer |
Lucier-Crimmins |
First VP, Wealth Management, Wealth Advisor, Portfolio Manager |
(813) 227-2168 |
WM |
Jennifer.Crimmins@morganstanley.com |
|
100 N Tampa St., Suite 3000 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-lucier-crimmins-89487350/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-crimmins-wealth-management-group |
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. |
|
| The Di Vito Consulting Group |
Joe |
DiVito |
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus |
(602) 381-5340 |
WM |
joe.divito@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
|
|
|
|
https://us.rbcwealthmanagement.com/thedivitoconsultinggroup/ |
At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest. |
|
| The Di Vito Consulting Group |
David |
DiVito |
Financial Advisor |
(602) 381-5302 |
WM |
david.divito@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
|
|
|
|
https://us.rbcwealthmanagement.com/thedivitoconsultinggroup/ |
At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest. |
|
| The Di Vito Consulting Group |
Michelle |
Cunningham |
Senior Registered Client Associate |
(602) 381-5343 |
WM |
michelle.cunningham@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
|
|
|
|
https://us.rbcwealthmanagement.com/thedivitoconsultinggroup/ |
At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest. |
|
| The Di Vito Consulting Group |
Chelsea |
Wilson |
Investment Associate |
(602) 381-5319 |
WM |
Chelsea.Wilson1@rbc.com |
|
2398 E. Camelback Rd., Suite 700 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
|
|
|
|
|
|
https://us.rbcwealthmanagement.com/thedivitoconsultinggroup/ |
At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest. |
|
| The F&G Group - Morgan Stanley |
Jose Joaquin |
Figueroa |
Private Wealth Advisor, International Client Advisor |
(212) 271-0684 |
WM |
Jose.J.Figueroa@morganstanleypwm.com |
|
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jose-joaquin-figueroa-111b9920/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-f-g-group |
As Family Wealth Directors (FWD), Private Wealth Advisors (PWA), International Client Advisors (ICA) and European Economic Area Specialists (EEA), F&G focuses on servicing the needs of individuals and families of significant wealth (as well as of family offices and independent wealth advisors) and providing tailored solutions to the complexities clients face in preserving, managing and transferring their wealth and legacy to the next generation. |
|
| The F&G Group - Morgan Stanley |
Armando |
Gonzalez |
Private Wealth Advisor, International Client Advisor |
(305) 533-5398 |
WM |
Armando.A.Gonzalez@morganstanleypwm.com |
|
200 S. Biscayne Blvd., 51st Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/armando-gonzalez-966ba720/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-f-g-group |
As Family Wealth Directors (FWD), Private Wealth Advisors (PWA), International Client Advisors (ICA) and European Economic Area Specialists (EEA), F&G focuses on servicing the needs of individuals and families of significant wealth (as well as of family offices and independent wealth advisors) and providing tailored solutions to the complexities clients face in preserving, managing and transferring their wealth and legacy to the next generation. |
|
| The F&G Group - Morgan Stanley |
Sergio |
Espinoza Baviera |
Financial Advisor |
(305) 533-5488 |
WM |
Sergio.Espinoza@morganstanley.com |
|
200 S. Biscayne Blvd., 51st Floor |
Miami |
FL |
33131 |
United States of America |
North America |
|
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-f-g-group |
As Family Wealth Directors (FWD), Private Wealth Advisors (PWA), International Client Advisors (ICA) and European Economic Area Specialists (EEA), F&G focuses on servicing the needs of individuals and families of significant wealth (as well as of family offices and independent wealth advisors) and providing tailored solutions to the complexities clients face in preserving, managing and transferring their wealth and legacy to the next generation. |
|
| The F&G Group - Morgan Stanley |
Luis |
Zabala |
Senior Analyst |
(212) 271-0675 |
WM |
Luis.Zabala@morganstanleypwm.com |
|
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/luis-zabala-cfa-7821736a/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-f-g-group |
As Family Wealth Directors (FWD), Private Wealth Advisors (PWA), International Client Advisors (ICA) and European Economic Area Specialists (EEA), F&G focuses on servicing the needs of individuals and families of significant wealth (as well as of family offices and independent wealth advisors) and providing tailored solutions to the complexities clients face in preserving, managing and transferring their wealth and legacy to the next generation. |
|
| The F&G Group - Morgan Stanley |
Sylvia |
Haltenhof |
Senior Registered Associate |
(305) 533-5485 |
WM |
sylvia.haltenhof@ms.com |
|
200 S. Biscayne Blvd., 51st Floor |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/sylvia-haltenhof-8265621b7/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-f-g-group |
As Family Wealth Directors (FWD), Private Wealth Advisors (PWA), International Client Advisors (ICA) and European Economic Area Specialists (EEA), F&G focuses on servicing the needs of individuals and families of significant wealth (as well as of family offices and independent wealth advisors) and providing tailored solutions to the complexities clients face in preserving, managing and transferring their wealth and legacy to the next generation. |
|
| The Family Firm, Inc. |
Nathan |
Gendelman |
President & Director of Investments |
(301) 656-3999 |
WM |
ngendelman@familyfirm.com |
staff@familyfirm.com |
8120 Woodmont Avenue, Suite 630 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-gendelman-7b229b11/ |
|
1.984 |
$521M |
|
https://www.linkedin.com/company/the-family-firm-inc. |
http://familyfirm.com/ |
The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind. |
|
| The Family Firm, Inc. |
Stacy |
Bakri |
Financial Advisor |
(301) 656-3999 |
WM |
sbakri@familyfirm.com |
staff@familyfirm.com |
8120 Woodmont Avenue, Suite 630 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/stacy-kelly-bakri-22a8999/ |
|
1.984 |
$521M |
|
https://www.linkedin.com/company/the-family-firm-inc. |
http://familyfirm.com/ |
The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind. |
|
| The Family Office |
Abdulmohsin |
Al Omram |
CEO |
973 17578000 |
WM |
a.alomran@tfoco.com |
inquiry@tfoco.com |
Al Zamil Tower, 9th floor
Building 31, Road 383, Government Avenue,
Manama Center - 305
PO Box 18024 |
Manama |
|
|
Kingdom of Bahrain |
Middle East |
https://www.linkedin.com/in/abdulmohsin-omran-alomran-579bb213/ |
|
2.004 |
|
|
https://www.linkedin.com/company/the-family-office |
http://www.tfoco.com/ |
"We are a global investment manager that specializes in developing integrated long-term solutions."
At The Family Office we devote ourselves entirely to one activity: Wealth Management. Developing integrated long-term wealth plans for individuals and families in the Gulf is our one and only focus. |
|
| The Family Office |
Adel |
Al Mangour |
Deputy CEO |
973 17578000 |
WM |
a.almangour@tfoco.com |
inquiry@tfoco.com |
Al Zamil Tower, 9th floor
Building 31, Road 383, Government Avenue,
Manama Center - 305
PO Box 18024 |
Manama |
|
|
Kingdom of Bahrain |
Middle East |
https://www.linkedin.com/in/adel-al-mangour-a4245026/ |
|
2.004 |
|
|
https://www.linkedin.com/company/the-family-office |
http://www.tfoco.com/ |
"We are a global investment manager that specializes in developing integrated long-term solutions."
At The Family Office we devote ourselves entirely to one activity: Wealth Management. Developing integrated long-term wealth plans for individuals and families in the Gulf is our one and only focus. |
|
| The FCG Wealth Management Group - Morgan Stanley |
Diane |
Finnerty |
Senior Vice President, Wealth Advisor |
(212) 296-1046 |
WM |
Diane.Finnerty@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/diane-finnerty-49140584/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-fcg-wealth-management-group |
FCG stands for Finnerty, Cuvin, and Griffiths. We are a team of Financial Advisors with a notable depth of experience and breadth of credentials. But we don’t rest on our laurels. We know that successful investing in complex business environments requires continual learning and we have an imperative to grow our knowledge and that of our clients. As technological advances expand the range of financial services available to investors, we understand that knowledge is not only power, it’s also the foundation for intelligent, well-considered decisions. |
|
| The FCG Wealth Management Group - Morgan Stanley |
Gregg |
Cuvin |
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director |
(212) 296-1020 |
WM |
Gregg.Cuvin@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/gregg-cuvin-cfp®-26713a1b/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-fcg-wealth-management-group |
FCG stands for Finnerty, Cuvin, and Griffiths. We are a team of Financial Advisors with a notable depth of experience and breadth of credentials. But we don’t rest on our laurels. We know that successful investing in complex business environments requires continual learning and we have an imperative to grow our knowledge and that of our clients. As technological advances expand the range of financial services available to investors, we understand that knowledge is not only power, it’s also the foundation for intelligent, well-considered decisions. |
|
| The FCG Wealth Management Group - Morgan Stanley |
R Arioch |
Griffiths |
First Vice President, Financial Advisor |
(212) 296-1038 |
WM |
R.Arioch.Griffiths@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/arioch-griffiths-2a95161a/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-fcg-wealth-management-group |
FCG stands for Finnerty, Cuvin, and Griffiths. We are a team of Financial Advisors with a notable depth of experience and breadth of credentials. But we don’t rest on our laurels. We know that successful investing in complex business environments requires continual learning and we have an imperative to grow our knowledge and that of our clients. As technological advances expand the range of financial services available to investors, we understand that knowledge is not only power, it’s also the foundation for intelligent, well-considered decisions. |
|
| The FCG Wealth Management Group - Morgan Stanley |
Logan |
Craig |
Senior Registered Associate, Financial Planning Specialist |
(212) 296-0177 |
WM |
logan.craig@MorganStanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/logan-craig-1a494566/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-fcg-wealth-management-group |
FCG stands for Finnerty, Cuvin, and Griffiths. We are a team of Financial Advisors with a notable depth of experience and breadth of credentials. But we don’t rest on our laurels. We know that successful investing in complex business environments requires continual learning and we have an imperative to grow our knowledge and that of our clients. As technological advances expand the range of financial services available to investors, we understand that knowledge is not only power, it’s also the foundation for intelligent, well-considered decisions. |
|
| The FCG Wealth Management Group - Morgan Stanley |
Marla |
Oster |
Registered Associate |
(212) 296-7468 |
WM |
marla.j.oster@morganstanley.com |
|
522 5th Avenue, 15th Floor |
New York |
NY |
10036 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/the-fcg-wealth-management-group |
FCG stands for Finnerty, Cuvin, and Griffiths. We are a team of Financial Advisors with a notable depth of experience and breadth of credentials. But we don’t rest on our laurels. We know that successful investing in complex business environments requires continual learning and we have an imperative to grow our knowledge and that of our clients. As technological advances expand the range of financial services available to investors, we understand that knowledge is not only power, it’s also the foundation for intelligent, well-considered decisions. |
|
| The Fulcrum New York Group - Morgan Stanley |
Bob |
Gibbons |
Senior Vice President, Financial Advisor |
(212) 692-2851 |
WM |
Bob.Gibbons@morganstanley.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/rjgibbons/ |
|
|
|
|
|
https://advisor.morganstanley.com/ |
|
|
| The Fulcrum New York Group - Morgan Stanley |
Thomas |
Poteat |
Vice President, Wealth Management |
(212) 893-7590 |
WM |
Thomas.G.Poteat@morganstanley.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-poteat-561b486/ |
|
|
|
|
|
https://advisor.morganstanley.com/ |
|
|
| The Fulcrum New York Group - Morgan Stanley |
Peter |
Knowles |
Financial Advisor |
(212) 692-2376 |
WM |
Peter.Knowles@morganstanley.com |
|
1290 Avenue Of The Americas, Floor 12 |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/peter-knowles-cfp®-ab8a2614/ |
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https://advisor.morganstanley.com/ |
|
|
| The GenWealth Group |
Michael |
Leanza |
Founder & President, Chief Compliance Officer |
(973) 761-0400 |
WM |
michael@thegenwealthgroup.com |
|
6 Inwood Place |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/michael-p-leanza-cfp®-05595425/ |
|
2.008 |
|
|
https://www.linkedin.com/company/thegenwealthgroup/ |
http://www.thegenwealthgroup.com/ |
Based in Maplewood, NJ, The GenWealth Group is a Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth our clients have worked hard to accumulate. As an RIA, we have the legal and fiduciary responsibility to always put client interests first. Together, we work through life’s events and develop progressive financial strategies for what lies ahead. |
|
| The GenWealth Group |
Cherie |
Leanza |
Vice President, Marketing & Business Development |
(973) 761-0400 |
WM |
cherie@thegenwealthgroup.com |
|
6 Inwood Place |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/cherie-leanza-a10311b/ |
|
2.008 |
|
cherie2@thegenwealthgroup.com |
https://www.linkedin.com/company/thegenwealthgroup/ |
http://www.thegenwealthgroup.com/ |
Based in Maplewood, NJ, The GenWealth Group is a Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth our clients have worked hard to accumulate. As an RIA, we have the legal and fiduciary responsibility to always put client interests first. Together, we work through life’s events and develop progressive financial strategies for what lies ahead. |
|
| The GenWealth Group |
Kimberly |
Di Blasi |
Chief Operations Officer |
(973) 761-0400 |
WM |
kimberly@thegenwealthgroup.com |
|
6 Inwood Place |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/kimberly-diblasi-4185a751/ |
|
2.008 |
|
|
https://www.linkedin.com/company/thegenwealthgroup/ |
http://www.thegenwealthgroup.com/ |
Based in Maplewood, NJ, The GenWealth Group is a Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth our clients have worked hard to accumulate. As an RIA, we have the legal and fiduciary responsibility to always put client interests first. Together, we work through life’s events and develop progressive financial strategies for what lies ahead. |
|
| The GenWealth Group |
Braden |
Schipke |
Senior Financial Advisor |
(973) 761-0400 |
WM |
braden@thegenwealthgroup.com |
|
6 Inwood Place |
Maplewood |
NJ |
07040 |
United States of America |
North America |
https://www.linkedin.com/in/bradenschipke/ |
|
2.008 |
|
|
https://www.linkedin.com/company/thegenwealthgroup/ |
http://www.thegenwealthgroup.com/ |
Based in Maplewood, NJ, The GenWealth Group is a Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth our clients have worked hard to accumulate. As an RIA, we have the legal and fiduciary responsibility to always put client interests first. Together, we work through life’s events and develop progressive financial strategies for what lies ahead. |
|
| The Glenmede Trust Company, N.A. |
Dominique |
DuMouchel |
Business Development Director | VP |
(215) 419-6000 |
WM |
dominique.dumouchel@glenmede.com |
melissa.stonberg@glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/dominiquedumouchel/ |
|
1.956 |
|
|
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
Glenmede is an independent investment and wealth management firm Founded in 1956 by the Pew family Glenmede serves families endowments foundations and institutions |
|
| The Glenmede Trust Company, N.A. |
Gordon |
Fowler Jr |
President, CEO, Chief Investment Officer |
Direct: (215) 419-6640 |
WM |
gordon.fowler@glenmede.com |
melissa.stonberg@glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/gbfowlerjr/ |
|
1.956 |
|
angelika.minervino@glenmede.com |
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
Glenmede is an independent investment and wealth management firm Founded in 1956 by the Pew family Glenmede serves families endowments foundations and institutions |
|
| The Glenmede Trust Company, N.A. |
Laura |
Larosa |
Executive Director of Client Development |
(215) 419-6000 |
WM |
laura.larosa@glenmede.com |
melissa.stonberg@glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/lauralarosaglenmede/ |
|
1.956 |
|
|
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
Glenmede is an independent investment and wealth management firm Founded in 1956 by the Pew family Glenmede serves families endowments foundations and institutions |
|
| The Glenmede Trust Company, N.A. |
Susan |
Mucciarone |
Executive Director of Private Wealth Management |
(215) 419-6000 |
WM |
susan.mucciarone@glenmede.com |
melissa.stonberg@glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/susan-mucciarone-a88b9611/ |
|
1.956 |
|
|
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
Glenmede is an independent investment and wealth management firm Founded in 1956 by the Pew family Glenmede serves families endowments foundations and institutions |
|
| The Glenmede Trust Company, N.A. |
Raj |
Tewari |
COO |
(215) 419-6000 |
WM |
raj.tewari@glenmede.com |
melissa.stonberg@glenmede.com |
1650 Market Street Suite 1200 |
Philadelphia |
PA |
19103 |
United States of America |
North America |
https://www.linkedin.com/in/raj-tewari-1b56608/ |
|
1.956 |
|
|
https://www.linkedin.com/company/glenmede/ |
https://www.glenmede.com/ |
Glenmede is an independent investment and wealth management firm Founded in 1956 by the Pew family Glenmede serves families endowments foundations and institutions |
|
| The Harbor Group Inc. |
Marc |
Hebert |
Partner |
(603) 668-0634 |
WM |
mhebert@harborgroup.com |
info@harborgroup.com |
331 South River Road |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/marie-hebert-74918b171/ |
|
1.981 |
|
|
https://www.linkedin.com/company/the-harbor-group-inc/ |
https://www.harborgroup.com/ |
Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.* |
|
| The Harbor Group Inc. |
Timothy |
Riley |
Principal |
(603) 668-0634 |
WM |
triley@harborgroup.com |
info@harborgroup.com |
331 South River Road |
Bedford |
NH |
03110 |
United States of America |
North America |
|
|
1.981 |
|
|
https://www.linkedin.com/company/the-harbor-group-inc/ |
https://www.harborgroup.com/ |
Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.* |
|
| The Harbor Group Inc. |
Vickie |
Worrad |
CERTIFIED FINANCIAL PLANNER™ |
(603) 668-0634 |
WM |
vworrad@harborgroup.com |
info@harborgroup.com |
331 South River Road |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/vickie-worrad-b1559782/ |
|
1.981 |
|
|
https://www.linkedin.com/company/the-harbor-group-inc/ |
https://www.harborgroup.com/ |
Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.* |
|
| The Harbor Group Inc. |
Ryan |
Callaghan |
CERTIFIED FINANCIAL PLANNER™ |
(603) 668-0634 |
WM |
rcallaghan@harborgroup.com |
info@harborgroup.com |
331 South River Road |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/ryanjcallaghan/ |
|
1.981 |
|
|
https://www.linkedin.com/company/the-harbor-group-inc/ |
https://www.harborgroup.com/ |
Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.* |
|
| The Harbor Group Inc. |
Chris |
MacBean |
CERTIFIED FINANCIAL PLANNER™ |
(603) 668-0634 |
WM |
cmacbean@harborgroup.com |
info@harborgroup.com |
331 South River Road |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/chris-macbean-msfp-cfp®-01745728/ |
|
1.981 |
|
|
https://www.linkedin.com/company/the-harbor-group-inc/ |
https://www.harborgroup.com/ |
Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.* |
|
| The Harbor Group Inc. |
Maria |
Fantoni |
CERTIFIED FINANCIAL PLANNER™ |
(603) 668-0634 |
WM |
mfantoni@harborgroup.com |
info@harborgroup.com |
331 South River Road |
Bedford |
NH |
03110 |
United States of America |
North America |
|
|
1.981 |
|
|
https://www.linkedin.com/company/the-harbor-group-inc/ |
https://www.harborgroup.com/ |
Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.* |
|
| The Haverford Trust Company |
George |
Connell |
Founder & Director |
(610) 995-8733 |
WM |
gconnell@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
|
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
Timothy |
Hoyle |
Co-Chief Investment Officer & Director of Equity Research |
(610) 995-8737 |
WM |
thoyle@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/timhoyle/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
Joseph |
McLaughlin Jr |
Chairman & CEO |
(610) 995-8702 |
WM |
jmclaughlin@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-mclaughlin-320a116/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
MarieElena |
Ness |
VP & CCO |
(610) 995-8741 |
WM |
mness@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/marieelena-ness-64b57812/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
Paul |
Rovner |
VP & CFO |
(610) 995-8721 |
WM |
provner@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/paulrovner/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
Henry |
Smith |
Director, CoChief Investment Officer |
(610) 995-8705 |
WM |
hsmith@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/hank-smith-0b086673/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
John |
Supplee |
Chief Operating Officer |
(610) 995-8731 |
WM |
jsupplee@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/jsupplee/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Haverford Trust Company |
Binney |
Wietlisbach |
President |
(610) 995-8703 |
WM |
bwietlisbach@haverfordquality.com |
|
Three Radnor Corporate Center - Suite 450, 100 Matsonford Road |
Radnor |
PA |
19087 |
United States of America |
North America |
https://www.linkedin.com/in/binney-wietlisbach-5664b0177/ |
|
1.979 |
$9.9B |
|
https://www.linkedin.com/company/the-haverford-trust-company/ |
https://haverfordquality.com/ |
Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and over $9.9 billion* in assets, our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. |
|
| The Helmstar Group |
Ben |
Boettcher |
Founding Principal |
(208) 429-0800 |
WM |
ben@helmstargroup.com |
info@pinnacleportfolio.com |
250 S. 5th St. Suite 600 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/ben-boettcher-648a499/ |
|
2.005 |
|
|
https://www.linkedin.com/company/the-helmstar-group/ |
https://helmstargroup.com/ |
We Passionately provide financial planning and wealth management services; focusing on the goals, values, and vision of motivated individuals, families, and non-profits with our Wealth Clarifying process that is planning, service, relationship, and results driven. |
|
| The Helmstar Group |
Tom |
Steelman |
Founding Principal |
(208) 429-0800 |
WM |
tom@helmstargroup.com |
info@pinnacleportfolio.com |
250 S. 5th St. Suite 600 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/the-helmstar-group/ |
https://helmstargroup.com/ |
We Passionately provide financial planning and wealth management services; focusing on the goals, values, and vision of motivated individuals, families, and non-profits with our Wealth Clarifying process that is planning, service, relationship, and results driven. |
|
| The Helmstar Group |
Joe |
Piscione |
Partner |
(208) 429-0800 |
WM |
joe@helmstargroup.com |
info@pinnacleportfolio.com |
250 S. 5th St. Suite 600 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/joe-piscione-a9b31614/ |
|
2.005 |
|
|
https://www.linkedin.com/company/the-helmstar-group/ |
https://helmstargroup.com/ |
We Passionately provide financial planning and wealth management services; focusing on the goals, values, and vision of motivated individuals, families, and non-profits with our Wealth Clarifying process that is planning, service, relationship, and results driven. |
|
| The Karras Company, Inc. |
Brett |
Karras |
President |
(801) 825-3000 |
WM |
brett.karras@raymondJames.com |
|
4695 South 1900 West, Suite 3 |
Roy |
UT |
84067 |
United States of America |
North America |
https://www.linkedin.com/in/brettkarras/ |
|
1.997 |
$1.2B |
|
https://www.linkedin.com/company/thekarrascompanyinc |
https://www.thekarrascompany.com/ |
The Karras Company is a Registered Investment Adviser with the SEC (Securities and Exchange Commission), is a member FINRA/SIPC, and is primarily affiliated with its broker/dealer Raymond James.
The Karras Company provides financial planning and investment advisory services to select individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, or business entities. We give continuous advice to clients or make investments for them based on their individual needs. Through personal discussions, we develop goals and objectives based upon clients investment time horizon and risk tolerance, as well as their core financial related values. We assist clients in developing their personal investment policy, and then create and manage a portfolio based on that policy. |
|
| The Karras Company, Inc. |
William |
Merrell |
Financial Advisor |
(801) 825-3000 |
WM |
will.merrell@raymondJames.com |
|
4695 South 1900 West, Suite 3 |
Roy |
UT |
84067 |
United States of America |
North America |
https://www.linkedin.com/in/will-merrell/ |
|
1.997 |
$1.2B |
|
https://www.linkedin.com/company/thekarrascompanyinc |
https://www.thekarrascompany.com/ |
The Karras Company is a Registered Investment Adviser with the SEC (Securities and Exchange Commission), is a member FINRA/SIPC, and is primarily affiliated with its broker/dealer Raymond James.
The Karras Company provides financial planning and investment advisory services to select individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, or business entities. We give continuous advice to clients or make investments for them based on their individual needs. Through personal discussions, we develop goals and objectives based upon clients investment time horizon and risk tolerance, as well as their core financial related values. We assist clients in developing their personal investment policy, and then create and manage a portfolio based on that policy. |
|
| The KFR Group - Morgan Stanley |
Jason |
Friedman |
Senior Vice President, Private Wealth Advisor, Senior Investment Consultant |
(212) 307-2853 |
WM |
Jason.Friedman@morganstanleypwm.com |
|
590 Madison Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jason-friedman-cfp®-986731/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-kfr-group |
Welcome to The KFR Group at Morgan Stanley Private Wealth Management. With over 60 years of experience, we are committed to a tailored, holistic, and collaborative approach to working with clients. The hallmarks of our practice include a steadfast focus on our client’s unique goals and objectives, process-driven advice that is unbiased and conflict-free; and ongoing, proactive reviews of investment strategies and financial plans. Our clients turn to us for assistance in addressing the sometimes challenging and often complex work of managing wealth so that they can focus on the things that are most important to them. With their trust and confidence, we take pride in helping individuals, families and entities preserve and grow their financial, family and social capital. We are proud of the solutions we deliver to our clients and although the financial world may be dynamic, our values and standard of excellence remain unwavering. |
|
| The KFR Group - Morgan Stanley |
Larry |
Rhea |
Financial Advisor |
(212) 307-2964 |
WM |
Larry.Rhea@morganstanley.com |
|
590 Madison Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/larry-rhea-cfp®-8514a628/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-kfr-group |
Welcome to The KFR Group at Morgan Stanley Private Wealth Management. With over 60 years of experience, we are committed to a tailored, holistic, and collaborative approach to working with clients. The hallmarks of our practice include a steadfast focus on our client’s unique goals and objectives, process-driven advice that is unbiased and conflict-free; and ongoing, proactive reviews of investment strategies and financial plans. Our clients turn to us for assistance in addressing the sometimes challenging and often complex work of managing wealth so that they can focus on the things that are most important to them. With their trust and confidence, we take pride in helping individuals, families and entities preserve and grow their financial, family and social capital. We are proud of the solutions we deliver to our clients and although the financial world may be dynamic, our values and standard of excellence remain unwavering. |
|
| The KFR Group - Morgan Stanley |
Gianna |
Palazzo |
Assistant Vice President, Wealth Management Associate |
(212) 315-6259 |
WM |
gianna.palazzo@morganstanleypwm.com |
|
590 Madison Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/gianna-palazzo-445a317b/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-kfr-group |
Welcome to The KFR Group at Morgan Stanley Private Wealth Management. With over 60 years of experience, we are committed to a tailored, holistic, and collaborative approach to working with clients. The hallmarks of our practice include a steadfast focus on our client’s unique goals and objectives, process-driven advice that is unbiased and conflict-free; and ongoing, proactive reviews of investment strategies and financial plans. Our clients turn to us for assistance in addressing the sometimes challenging and often complex work of managing wealth so that they can focus on the things that are most important to them. With their trust and confidence, we take pride in helping individuals, families and entities preserve and grow their financial, family and social capital. We are proud of the solutions we deliver to our clients and although the financial world may be dynamic, our values and standard of excellence remain unwavering. |
|
| The KFR Group - Morgan Stanley |
Jeanne |
Competiello |
Assistant Vice President, Wealth Management Associate |
(212) 315-6339 |
WM |
jeanne.competiello@morganstanleypwm.com |
|
590 Madison Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jeanne-competiello-b5a30414/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-kfr-group |
Welcome to The KFR Group at Morgan Stanley Private Wealth Management. With over 60 years of experience, we are committed to a tailored, holistic, and collaborative approach to working with clients. The hallmarks of our practice include a steadfast focus on our client’s unique goals and objectives, process-driven advice that is unbiased and conflict-free; and ongoing, proactive reviews of investment strategies and financial plans. Our clients turn to us for assistance in addressing the sometimes challenging and often complex work of managing wealth so that they can focus on the things that are most important to them. With their trust and confidence, we take pride in helping individuals, families and entities preserve and grow their financial, family and social capital. We are proud of the solutions we deliver to our clients and although the financial world may be dynamic, our values and standard of excellence remain unwavering. |
|
| The Levy Wealth Management Group - Morgan Stanley |
Donald |
Levy |
Senior Vice President, Financial Advisor, Family Wealth Director |
(914) 225-7111 |
WM |
Donald.I.Levy@morganstanley.com |
sandra.hooper@morganstanley.com |
2000 Westchester Ave. #1nc |
Purchase |
NY |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/donald-levy-6101711a/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-levy-wealth-management-group |
The Levy Wealth Management Group is more than a team of accomplished Financial Advisors. We are a family serving families. With a thorough understanding of family dynamics and more than 85 years of combined advisory experience, we can help you meet even your most complex needs by providing guidance on not only investments, but wealth transfer, retirement planning, lending, risk management and virtually every other dimension of your financial life. Like all families, each of us offers a different perspective and skillset that, when combined, provides our clients with a more comprehensive approach to their finances than is generally available through a single advisor. |
|
| The Levy Wealth Management Group - Morgan Stanley |
Leonard |
Levy |
First Vice President, Financial Advisor, Family Wealth Director |
(201) 967-6231 |
WM |
Leonard.Levy@morganstanley.com |
sandra.hooper@morganstanley.com |
2000 Westchester Ave. #1nc |
Purchase |
NY |
10577 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/the-levy-wealth-management-group |
The Levy Wealth Management Group is more than a team of accomplished Financial Advisors. We are a family serving families. With a thorough understanding of family dynamics and more than 85 years of combined advisory experience, we can help you meet even your most complex needs by providing guidance on not only investments, but wealth transfer, retirement planning, lending, risk management and virtually every other dimension of your financial life. Like all families, each of us offers a different perspective and skillset that, when combined, provides our clients with a more comprehensive approach to their finances than is generally available through a single advisor. |
|
| The Levy Wealth Management Group - Morgan Stanley |
Derek |
Levy |
First Vice President, Financial Advisor |
(201) 967-6315 |
WM |
Derek.Levy@morganstanley.com |
sandra.hooper@morganstanley.com |
2000 Westchester Ave. #1nc |
Purchase |
NY |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/dereklevy/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-levy-wealth-management-group |
The Levy Wealth Management Group is more than a team of accomplished Financial Advisors. We are a family serving families. With a thorough understanding of family dynamics and more than 85 years of combined advisory experience, we can help you meet even your most complex needs by providing guidance on not only investments, but wealth transfer, retirement planning, lending, risk management and virtually every other dimension of your financial life. Like all families, each of us offers a different perspective and skillset that, when combined, provides our clients with a more comprehensive approach to their finances than is generally available through a single advisor. |
|
| The Levy Wealth Management Group - Morgan Stanley |
Judith |
Battaglia |
Vice President, Financial Advisor, Portfolio Management Director |
(914) 225-4925 |
WM |
Judith.Battaglia@morganstanley.com |
sandra.hooper@morganstanley.com |
2000 Westchester Ave. #1nc |
Purchase |
NY |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/judith-levy-battaglia-cfp®-crpc®-6245765/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-levy-wealth-management-group |
The Levy Wealth Management Group is more than a team of accomplished Financial Advisors. We are a family serving families. With a thorough understanding of family dynamics and more than 85 years of combined advisory experience, we can help you meet even your most complex needs by providing guidance on not only investments, but wealth transfer, retirement planning, lending, risk management and virtually every other dimension of your financial life. Like all families, each of us offers a different perspective and skillset that, when combined, provides our clients with a more comprehensive approach to their finances than is generally available through a single advisor. |
|
| The Levy Wealth Management Group - Morgan Stanley |
Jacqueline |
Clowry |
Portfolio Associate, Senior Registered Client Services Associate |
(914) 225-5177 |
WM |
jacqueline.clowry@morganstanley.com |
sandra.hooper@morganstanley.com |
2000 Westchester Ave. #1nc |
Purchase |
NY |
10577 |
United States of America |
North America |
https://www.linkedin.com/in/jacqueline-clowry-1318b747/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-levy-wealth-management-group |
The Levy Wealth Management Group is more than a team of accomplished Financial Advisors. We are a family serving families. With a thorough understanding of family dynamics and more than 85 years of combined advisory experience, we can help you meet even your most complex needs by providing guidance on not only investments, but wealth transfer, retirement planning, lending, risk management and virtually every other dimension of your financial life. Like all families, each of us offers a different perspective and skillset that, when combined, provides our clients with a more comprehensive approach to their finances than is generally available through a single advisor. |
|
| The Lubitz Financial Group |
Linda |
Lubitz Boone |
Founder, President, CCO |
(305) 670-4440 |
WM |
lindal@lubitzfinancial.com |
mail@lubitzfinancial.com |
9350 S. Dixie Hwy., Suite 1500 |
Miami |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/lindalubitzboone/ |
|
1.999 |
$195M |
|
https://www.linkedin.com/company/the-lubitz-financial-group/ |
http://www.lubitzfinancial.com/ |
As an independent Registered Investment Advisory (RIA) firm, we are free of conflicts of interests and are on the same side of the table as our clients, providing them with fee-only financial planning and wealth management services at an optimal cost. |
|
| The Lubitz Financial Group |
Nancy |
Mele |
Business Operations Manager |
(305) 670-4440 |
WM |
nancym@lubitzfinancial.com |
mail@lubitzfinancial.com |
9350 S. Dixie Hwy., Suite 1500 |
Miami |
FL |
33156 |
United States of America |
North America |
https://www.linkedin.com/in/nancymele/ |
|
1.999 |
$195M |
|
https://www.linkedin.com/company/the-lubitz-financial-group/ |
http://www.lubitzfinancial.com/ |
As an independent Registered Investment Advisory (RIA) firm, we are free of conflicts of interests and are on the same side of the table as our clients, providing them with fee-only financial planning and wealth management services at an optimal cost. |
|
| The Malkin Group - Morgan Stanley |
Joshua |
Malkin |
Managing Director, Private Wealth Management, Private Wealth Advisor |
(212) 893-6530 |
WM |
Joshua.D.Malkin@morganstanleypwm.com |
caitlin.braun@morganstanleypwm.com |
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-malkin-5182ba4/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-malkin-group |
Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Malkin Group - Morgan Stanley |
Daniel |
Bello |
Associate Vice President, Private Wealth Advisor |
(212) 893-6305 |
WM |
Dan.Bello@morganstanley.com |
caitlin.braun@morganstanleypwm.com |
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/dan-bello-13754b11/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-malkin-group |
Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Malkin Group - Morgan Stanley |
Michael |
Kane |
Financial Advisor |
(212) 271-0638 |
WM |
Michael.J.Kane@morganstanley.com |
caitlin.braun@morganstanleypwm.com |
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/michael-kane-ab9b694/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-malkin-group |
Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Malkin Group - Morgan Stanley |
William |
Allgeier |
Director of Business Strategy, Private Wealth Management |
(212) 893-6330 |
WM |
William.Allgeier@morganstanleypwm.com |
caitlin.braun@morganstanleypwm.com |
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/williamallgeieriii/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-malkin-group |
Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Malkin Group - Morgan Stanley |
Nicholas |
Nappi |
Wealth Management Analyst |
(212) 893-6443 |
WM |
nicholas.nappi@morganstanleypwm.com |
caitlin.braun@morganstanleypwm.com |
399 Park Ave., 12th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-nappi/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/the-malkin-group |
Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Market Square Group - Morgan Stanley |
Richard |
Lyons |
First Vice President, Financial Advisor, Portfolio Management Director |
(603) 422-8909 |
WM |
Richard.W.Lyons@morganstanley.com |
|
1 Harbour Place, Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/richard-lyons-a5944647/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-market-square-group-10830943 |
As seasoned wealth management professionals, we understand what it takes to help achieve personal and professional goals. We know the hardships you must face and the decisions you must make. However, our professional team is determined to take advantage of opportunities in an effort to grow your wealth. We’ve built our practice over the past 33 years around customized financial solutions for people just like you. |
|
| The Market Square Group - Morgan Stanley |
Yvonne |
Legge |
Financial Advisor |
(603) 422-8913 |
WM |
Yvonne.Legge@morganstanley.com |
|
1 Harbour Place, Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/yvonne-legge-cfa-3693a822/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-market-square-group-10830943 |
As seasoned wealth management professionals, we understand what it takes to help achieve personal and professional goals. We know the hardships you must face and the decisions you must make. However, our professional team is determined to take advantage of opportunities in an effort to grow your wealth. We’ve built our practice over the past 33 years around customized financial solutions for people just like you. |
|
| The Market Square Group - Morgan Stanley |
Daniel |
Lyons |
Financial Advisor |
(603) 422-8943 |
WM |
Daniel.Lyons@morganstanley.com |
|
1 Harbour Place, Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-lyons-206236b2/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-market-square-group-10830943 |
As seasoned wealth management professionals, we understand what it takes to help achieve personal and professional goals. We know the hardships you must face and the decisions you must make. However, our professional team is determined to take advantage of opportunities in an effort to grow your wealth. We’ve built our practice over the past 33 years around customized financial solutions for people just like you. |
|
| The Market Square Group - Morgan Stanley |
Meredith |
Anderson |
Registered Client Service Associate |
(603) 422-8989 |
WM |
meredith.anderson@morganstanley.com |
|
1 Harbour Place, Suite 125 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/the-market-square-group-10830943 |
As seasoned wealth management professionals, we understand what it takes to help achieve personal and professional goals. We know the hardships you must face and the decisions you must make. However, our professional team is determined to take advantage of opportunities in an effort to grow your wealth. We’ve built our practice over the past 33 years around customized financial solutions for people just like you. |
|
| The Mather Group |
Michael |
Ryabik |
Managing Partner |
(888) 537-1080 |
WM |
mryabik@themathergroup.com |
info@themathergroup.com |
353 N Clark Street Suite 2775 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ryabik-954613164/ |
|
2.011 |
|
|
https://www.linkedin.com/company/themathergroup |
https://www.themathergroup.com/ |
The Mather Group is an independent, fee-only wealth management firm helping corporate executives and professionals achieve their unique vision of retirement. As a Registered Investment Advisor (RIA), we're held to a fiduciary standard—giving our clients the confidence that everything we do is always in their best interest. Working with TMG means only paying for expert guidance—no hidden costs, no broker commissions. |
|
| The Mather Group |
Stewart |
Mather |
Founding Partner |
(888) 537-1080 |
WM |
smather@themathergroup.com |
info@themathergroup.com |
353 N Clark Street Suite 2775 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/stewart-mather-cfp®-499a78142/ |
|
2.011 |
|
|
https://www.linkedin.com/company/themathergroup |
https://www.themathergroup.com/ |
The Mather Group is an independent, fee-only wealth management firm helping corporate executives and professionals achieve their unique vision of retirement. As a Registered Investment Advisor (RIA), we're held to a fiduciary standard—giving our clients the confidence that everything we do is always in their best interest. Working with TMG means only paying for expert guidance—no hidden costs, no broker commissions. |
|
| The Mathias Group - Morgan Stanley |
Trevor |
Mathias |
Managing Director, Wealth Advisor, Senior Portfolio Management Director |
(312) 443-6501 |
WM |
Trevor.Mathias@morganstanley.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/trevor-mathias-cfp®-crpc®-498b962/ |
|
|
|
Sara.Mouayed@morganstanley.com |
|
https://advisor.morganstanley.com/the-mathias-group |
"Earning your trust every day by making your wealth management needs our top priority." |
|
| The Mathias Group - Morgan Stanley |
Patrick |
Ryan |
VP, Financial Advisor, Senior Portfolio Manager, Family Wealth Advisor |
(312) 443-6507 |
WM |
Patrick.Ryan3@morganstanley.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-ryan-cfp®-cpwa®-75b80b20/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-mathias-group |
"Earning your trust every day by making your wealth management needs our top priority." |
|
| The Mathias Group - Morgan Stanley |
Adam |
Coons |
VP, Wealth Management, Financial Advisor |
(312) 443-6505 |
WM |
Adam.Coons@morganstanley.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/adam-c-coons-cfp-®-793a008/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-mathias-group |
"Earning your trust every day by making your wealth management needs our top priority." |
|
| The McGowanGroup |
Karen |
Duckworth |
Director of Operations |
(214) 888-3246 |
WM |
kd@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.986 |
|
|
https://www.linkedin.com/company/mcgowangroup-asset-management/ |
https://themcgowangroup.com/ |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service |
|
| The McGowanGroup |
Ismael |
Sanchez |
CCO & Comptoller |
(214) 888-3247 |
WM |
ismaels@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.986 |
|
|
https://www.linkedin.com/company/mcgowangroup-asset-management/ |
https://themcgowangroup.com/ |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service |
|
| The McGowanGroup |
Alexander |
Tollen |
Director of Client Development |
(214) 888-3243 |
WM |
Alext@themcgowangroup.com |
|
300 Crescent Court, Suite 1776 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/alextollen/ |
|
1.986 |
|
atollen@themcgowangroup.com |
https://www.linkedin.com/company/mcgowangroup-asset-management/ |
https://themcgowangroup.com/ |
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service |
|
| The Monroe Harbor Group - Morgan Stanley |
Gregory |
Meyer |
SVP, Wealth Management, Financial Advisor, Senior Portfolio Management Director |
(312) 827-6557 |
WM |
Gregory.Meyer@morganstanley.com |
|
Willis Tower, 233 South Wacker Drive, 86th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-meyer-086082a/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-monroe-harbor-group |
The Monroe Harbor Group at Morgan Stanley Wealth Management was created to deliver an uncompromising level of service to high-net-worth families and the businesses that they own. We strive to deliver both excellent returns and a personalized client experience that inspires confidence. |
|
| The Monroe Harbor Group - Morgan Stanley |
Stanley |
Janowiak |
SVP, Financial Advisor |
(818) 713-4799 |
WM |
Stanley.Janowiak@morganstanley.com |
|
Willis Tower, 233 South Wacker Drive, 86th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/s-janowiakms/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-monroe-harbor-group |
The Monroe Harbor Group at Morgan Stanley Wealth Management was created to deliver an uncompromising level of service to high-net-worth families and the businesses that they own. We strive to deliver both excellent returns and a personalized client experience that inspires confidence. |
|
| The Monroe Harbor Group - Morgan Stanley |
Christopher |
Porcelli |
Financial Advisor |
(312) 827-6624 |
WM |
Christopher.Porcelli@morganstanley.com |
|
Willis Tower, 233 South Wacker Drive, 86th Floor |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-porcelli-8005113/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-monroe-harbor-group |
The Monroe Harbor Group at Morgan Stanley Wealth Management was created to deliver an uncompromising level of service to high-net-worth families and the businesses that they own. We strive to deliver both excellent returns and a personalized client experience that inspires confidence. |
|
| The Montes Group - Morgan Stanley |
Manisha |
Patel |
Assistant Vice President, Wealth Management Associate |
(212) 503-2469 |
WM |
manisha.patel@morganstanleypwm.com |
|
101 Park Avenue, 24th Floor |
New York |
NY |
10178 |
United States of America |
North America |
https://www.linkedin.com/in/manisha-patel-8b065610/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/alina.montes |
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Montes Group - Morgan Stanley |
Alina |
Montes |
Executive Director, Private Wealth Advisor |
(212) 503-2468 |
WM |
Alina.Montes@morganstanleypwm.com |
|
101 Park Avenue, 24th Floor |
New York |
NY |
10178 |
United States of America |
North America |
https://www.linkedin.com/in/alinamontes/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/alina.montes |
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Montes Group - Morgan Stanley |
Nadia |
Persaud |
Client Service Associate |
(212) 503-2370 |
WM |
nadia.persaud@morganstanley.com |
|
101 Park Avenue, 24th Floor |
New York |
NY |
10178 |
United States of America |
North America |
https://www.linkedin.com/in/nadia-persaud-51ab48152/ |
|
1.977 |
$420B |
|
|
https://advisor.morganstanley.com/alina.montes |
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. |
|
| The Mosaic Financial Group, LLC |
Derrick |
Allen |
Senior Manager - Lead Client Advisor |
(312) 225-5490 |
WM |
dallen@themfg.com |
contact@themfg.com |
330 N Wabash Suite 1650 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/derrick-allen-90665714/ |
|
2.003 |
$441M |
|
|
http://www.themosaicgroupllc.com/ |
The Mosaic Financial Group is a fee-only wealth management firm based in Chicago, IL. |
|
| The MPT Wealth Management Group - Morgan Stanley |
Kurt |
Meyer |
Executive Director, Wealth Management |
(480) 345-4712 |
WM |
kurt.meyer@morganstanley.com |
|
14850 N Scottsdale Rd., Suite 600 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/kurt-meyer-68aabb11/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-mpt-wealth-management-group |
The MPT Wealth Management Group at Morgan Stanley is structured to serve the comprehensive and diverse financial needs of an exclusive group of affluent families. Our clients wish to live life to the fullest, accomplish their goals, and create a legacy for future generations. They are passionate people who assess the present and embrace the future as they seek opportunities to make a difference for themselves, their families, their communities, and the causes they care about.
We work with families like these to help ensure that every financial decision they make aligns strategically with their established goals, allowing them to minimize the time and effort they spend on managing their wealth. As a team, we provide thoughtful tailored advice, implementation, and ongoing monitoring of our clients’ comprehensive wealth plan. |
|
| The MPT Wealth Management Group - Morgan Stanley |
Ryan |
Turner |
SVP, Wealth Management |
(480) 345-4742 |
WM |
ryan.turner@morganstanley.com |
|
14850 N Scottsdale Rd., Suite 600 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/ryanrturner/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-mpt-wealth-management-group |
The MPT Wealth Management Group at Morgan Stanley is structured to serve the comprehensive and diverse financial needs of an exclusive group of affluent families. Our clients wish to live life to the fullest, accomplish their goals, and create a legacy for future generations. They are passionate people who assess the present and embrace the future as they seek opportunities to make a difference for themselves, their families, their communities, and the causes they care about.
We work with families like these to help ensure that every financial decision they make aligns strategically with their established goals, allowing them to minimize the time and effort they spend on managing their wealth. As a team, we provide thoughtful tailored advice, implementation, and ongoing monitoring of our clients’ comprehensive wealth plan. |
|
| The MPT Wealth Management Group - Morgan Stanley |
Pamela |
Pickens |
SVP, Financial Advisor |
(949) 717-5432 |
WM |
pamela.pickens@morganstanley.com |
|
14850 N Scottsdale Rd., Suite 600 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/pamela-pickens-33017126/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-mpt-wealth-management-group |
The MPT Wealth Management Group at Morgan Stanley is structured to serve the comprehensive and diverse financial needs of an exclusive group of affluent families. Our clients wish to live life to the fullest, accomplish their goals, and create a legacy for future generations. They are passionate people who assess the present and embrace the future as they seek opportunities to make a difference for themselves, their families, their communities, and the causes they care about.
We work with families like these to help ensure that every financial decision they make aligns strategically with their established goals, allowing them to minimize the time and effort they spend on managing their wealth. As a team, we provide thoughtful tailored advice, implementation, and ongoing monitoring of our clients’ comprehensive wealth plan. |
|
| The New Hampshire Trust Co. |
Michael |
Rafferty |
Owner & Co-President |
(603) 352-0862 |
WM |
mike@nhtrustco.com |
|
255 West Street |
Keene |
NH |
03431 |
United States of America |
North America |
https://www.linkedin.com/in/michael-rafferty-36069111/ |
|
|
|
mrafferty@nhtrust.com |
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://nhtrustco.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| The New Hampshire Trust Co. |
Kim |
LaCoste |
Vice President & Trust Officer |
(603) 352-2065 |
WM |
klacoste@nhtrust.com |
|
255 West Street |
Keene |
NH |
03431 |
United States of America |
North America |
https://www.linkedin.com/in/kim-lacoste-372b1614a/ |
|
|
|
|
https://www.linkedin.com/company/nhtrust-financial-advisors/ |
https://nhtrustco.com/ |
Independence Financial Advisors, LLC is a privately held, registered investment advisory firm. The company offers investment management, brokerage and insurance to individuals, businesses and non-profit institutions. IFA manages $145 million in investment assets, $18 million in brokerage assets along with $60 million in fixed annuities. |
|
| The New River Wealth Management Group - Morgan Stanley |
Shaun |
Orcinolo |
SVP, Financial Advisor, Family Wealth Director, Portfolio Management Director, Senior Investment Management Consultant, Executive Financial Services Director |
(954) 267-5660 |
WM |
Shaun.B.Orcinolo@morganstanley.com |
|
2400 E Commercial Blvd., Suit 1200 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/shaun-orcinolo-89726314/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-new-river-wealth-management-group |
The New River Wealth Management Group at Morgan Stanley is a team of five financial services professionals that represent over 100 years of combined investment advisory experience*. Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs. We distinguish ourselves from other financial service providers in South Florida and nationally by having a Family Wealth Director designate on our team. The training and coursework that are required for this specialization, which is held by only 230 financial professionals at Morgan Stanley, allows us to provide true “best-in-class” solutions as we work with you to develop a personalized strategy for managing your assets. We believe what differentiates us from the rest of the industry is our in-depth approach to discovering your financial goals/needs, developing a truly customized plan and delivering concierge level customer service. |
|
| The New River Wealth Management Group - Morgan Stanley |
Rick |
Silverman |
SVP, Financial Advisor |
(954) 267-5695 |
WM |
Rick.J.Silverman@morganstanley.com |
|
2400 E Commercial Blvd., Suit 1200 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/the-new-river-wealth-management-group |
The New River Wealth Management Group at Morgan Stanley is a team of five financial services professionals that represent over 100 years of combined investment advisory experience*. Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs. We distinguish ourselves from other financial service providers in South Florida and nationally by having a Family Wealth Director designate on our team. The training and coursework that are required for this specialization, which is held by only 230 financial professionals at Morgan Stanley, allows us to provide true “best-in-class” solutions as we work with you to develop a personalized strategy for managing your assets. We believe what differentiates us from the rest of the industry is our in-depth approach to discovering your financial goals/needs, developing a truly customized plan and delivering concierge level customer service. |
|
| The New River Wealth Management Group - Morgan Stanley |
Barry |
Klein |
SVP, Financial Advisor |
(954) 267-5620 |
WM |
Barry.J.Klein@morganstanley.com |
|
2400 E Commercial Blvd., Suit 1200 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/barry-klein-8866358a/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-new-river-wealth-management-group |
The New River Wealth Management Group at Morgan Stanley is a team of five financial services professionals that represent over 100 years of combined investment advisory experience*. Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs. We distinguish ourselves from other financial service providers in South Florida and nationally by having a Family Wealth Director designate on our team. The training and coursework that are required for this specialization, which is held by only 230 financial professionals at Morgan Stanley, allows us to provide true “best-in-class” solutions as we work with you to develop a personalized strategy for managing your assets. We believe what differentiates us from the rest of the industry is our in-depth approach to discovering your financial goals/needs, developing a truly customized plan and delivering concierge level customer service. |
|
| The New River Wealth Management Group - Morgan Stanley |
John |
Kirk |
VP, Financial Advisor, Senior Portfolio Manager |
(954) 267-5717 |
WM |
John.D.Kirk@morganstanley.com |
|
2400 E Commercial Blvd., Suit 1200 |
Fort Lauderdale |
FL |
33308 |
United States of America |
North America |
https://www.linkedin.com/in/john-kirk-b7a48727/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-new-river-wealth-management-group |
The New River Wealth Management Group at Morgan Stanley is a team of five financial services professionals that represent over 100 years of combined investment advisory experience*. Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs. We distinguish ourselves from other financial service providers in South Florida and nationally by having a Family Wealth Director designate on our team. The training and coursework that are required for this specialization, which is held by only 230 financial professionals at Morgan Stanley, allows us to provide true “best-in-class” solutions as we work with you to develop a personalized strategy for managing your assets. We believe what differentiates us from the rest of the industry is our in-depth approach to discovering your financial goals/needs, developing a truly customized plan and delivering concierge level customer service. |
|
| The Northern Trust Company |
John |
Fumagalli |
President |
(312) 630-6000 |
WM |
john.fumagalli@northerntrust.com |
|
50 S La Salle |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/johnfumagalli/ |
|
1.889 |
|
|
https://www.linkedin.com/company/northern-trust-wealth-management/ |
https://www.northerntrust.com/ |
Any successful wealth plan begins with a thorough discussion of your ambitions. Whether you’re pursuing your next dream, investing in your family’s future or exploring your philanthropic legacy, we take the full spectrum into consideration. By understanding the intricacies of your goals, we create a more meaningful approach to wealth management. |
|
| The Oberheide Group - Morgan Stanley |
James |
Oberheide |
Managing Director, Wealth Management, Private Wealth Advisor |
Direct: (312) 443-6090 |
WM |
James.Oberheide@morganstanleypwm.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/jamesoberheide/ |
|
2.007 |
|
|
|
https://advisor.morganstanley.com/the-oberheide-group |
The Oberheide Group was formed with the singular goal of providing sophisticated and highly-personalized investment advice to a small group of like-minded clients. Over many years, our hard work, attention to detail, extraordinary service, and operational excellence has earned us the opportunity to serve some of the most remarkable individuals and organizations in the country. As a close-knit group of professionals that seeks to intimately understand each of our clients and their unique dynamics, we run counter to recent industry trends toward “virtual” teaming and hyper-specialization. We aspire to embody the principles of objectivity and independent thought, and we are committed to the highest standards of ethical conduct. For all these reasons, the relationships we share with our clients are deep and marked by mutual respect. |
|
| The Oberheide Group - Morgan Stanley |
Brandon |
Schlesinger |
SVP, Private Wealth Advisor |
Direct: (312) 443-6094 |
WM |
Brandon.Schlesinger@morganstanleypwm.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/brandonschlesinger/ |
|
2.007 |
|
|
|
https://advisor.morganstanley.com/the-oberheide-group |
The Oberheide Group was formed with the singular goal of providing sophisticated and highly-personalized investment advice to a small group of like-minded clients. Over many years, our hard work, attention to detail, extraordinary service, and operational excellence has earned us the opportunity to serve some of the most remarkable individuals and organizations in the country. As a close-knit group of professionals that seeks to intimately understand each of our clients and their unique dynamics, we run counter to recent industry trends toward “virtual” teaming and hyper-specialization. We aspire to embody the principles of objectivity and independent thought, and we are committed to the highest standards of ethical conduct. For all these reasons, the relationships we share with our clients are deep and marked by mutual respect. |
|
| The Oberheide Group - Morgan Stanley |
Dana |
Hartnett |
Assistant Vice President, Wealth Management Associate |
Direct: (312) 443-6092 |
WM |
dana.hartnett@morganstanleypwm.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60602 |
United States of America |
North America |
|
|
2.007 |
|
|
|
https://advisor.morganstanley.com/the-oberheide-group |
The Oberheide Group was formed with the singular goal of providing sophisticated and highly-personalized investment advice to a small group of like-minded clients. Over many years, our hard work, attention to detail, extraordinary service, and operational excellence has earned us the opportunity to serve some of the most remarkable individuals and organizations in the country. As a close-knit group of professionals that seeks to intimately understand each of our clients and their unique dynamics, we run counter to recent industry trends toward “virtual” teaming and hyper-specialization. We aspire to embody the principles of objectivity and independent thought, and we are committed to the highest standards of ethical conduct. For all these reasons, the relationships we share with our clients are deep and marked by mutual respect. |
|
| The Oberheide Group - Morgan Stanley |
Casey |
Quinn |
Business Development Associate |
Direct: (312) 443-6093 |
WM |
casey.quinn@morganstanleypwm.com |
|
233 S Wacker Dr., Suite 8600 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/caseyaquinn/ |
|
2.007 |
|
|
|
https://advisor.morganstanley.com/the-oberheide-group |
The Oberheide Group was formed with the singular goal of providing sophisticated and highly-personalized investment advice to a small group of like-minded clients. Over many years, our hard work, attention to detail, extraordinary service, and operational excellence has earned us the opportunity to serve some of the most remarkable individuals and organizations in the country. As a close-knit group of professionals that seeks to intimately understand each of our clients and their unique dynamics, we run counter to recent industry trends toward “virtual” teaming and hyper-specialization. We aspire to embody the principles of objectivity and independent thought, and we are committed to the highest standards of ethical conduct. For all these reasons, the relationships we share with our clients are deep and marked by mutual respect. |
|
| The Philadelphia Wealth Management Co. |
Andrew |
Avellan |
Founding Partner |
(610) 660-4618 |
WM |
aavellan@ThePWMC.com |
MZeman@ThePWMC.com |
1 Belmont Ave., Suite 1000 |
Bala Cynwyd |
PA |
19004 |
United States of America |
North America |
https://www.linkedin.com/in/andrewavellan/ |
|
2.013 |
|
|
|
http://www.thepwmc.com/ |
At PWMC, our mission is to be the premier wealth management firm in this region. Our goal is to shape and lead our industry into the future with the highest commitment to service and relationship driven holistic planning. While we leverage technology and implement our passive-style investment strategies, we also provide cutting edge insurance solutions for our clients’ families and their businesses. Our mission is always executed with a strict adherence to the CFP code of ethics and its fiduciary standard. We draw from over 50 years of combined experience, the education we obtained in achieving our designations, and the resources the firm has at its finger tips. Specializing in executives and business leaders, our flexible and encompassing approach resonates with our clients. From retirement, investment planning, executive compensation strategies, and wealth transfer and protection techniques, our client experience adds tremendous value. |
|
| The Philadelphia Wealth Management Co. |
Peter |
D'Amico |
Founding Partner |
(610) 660-4618 |
WM |
pdamico@ThePWMC.com |
MZeman@ThePWMC.com |
1 Belmont Ave., Suite 1000 |
Bala Cynwyd |
PA |
19004 |
United States of America |
North America |
https://www.linkedin.com/in/peterdamicocfp/ |
|
2.013 |
|
|
|
http://www.thepwmc.com/ |
At PWMC, our mission is to be the premier wealth management firm in this region. Our goal is to shape and lead our industry into the future with the highest commitment to service and relationship driven holistic planning. While we leverage technology and implement our passive-style investment strategies, we also provide cutting edge insurance solutions for our clients’ families and their businesses. Our mission is always executed with a strict adherence to the CFP code of ethics and its fiduciary standard. We draw from over 50 years of combined experience, the education we obtained in achieving our designations, and the resources the firm has at its finger tips. Specializing in executives and business leaders, our flexible and encompassing approach resonates with our clients. From retirement, investment planning, executive compensation strategies, and wealth transfer and protection techniques, our client experience adds tremendous value. |
|
| The Planning Center, Inc. |
Cicily |
Maton |
Senior Financial Planner |
(312) 664-4090 |
WM |
cicily@theplanningcenter.com |
info@theplanningcenter.com |
303 West Erie Street, Suite 311 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/cicily-maton-4471bb/ |
|
1.998 |
|
|
https://www.linkedin.com/company/the-planning-center-inc./ |
https://www.theplanningcenter.com/ |
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind. |
|
| The Planning Center, Inc. |
Michelle |
Maton |
Senior Financial Planner |
(312) 664-4090 |
WM |
michelle@theplanningcenter.com |
info@theplanningcenter.com |
303 West Erie Street, Suite 311 |
Chicago |
IL |
60654 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-maton-16ba704/ |
|
1.998 |
|
|
https://www.linkedin.com/company/the-planning-center-inc./ |
https://www.theplanningcenter.com/ |
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind. |
|
| The Planning Center, Inc. |
Jude |
Boudreaux |
Senior Financial Planner |
(504) 717-4862 |
WM |
jude@theplanningcenter.com |
info@theplanningcenter.com |
2727 Prytania Street, Suite 18 - The Rink |
New Orleans |
LA |
70130 |
United States of America |
North America |
https://www.linkedin.com/in/judeb/ |
|
1.998 |
|
|
https://www.linkedin.com/company/the-planning-center-inc./ |
https://www.theplanningcenter.com/ |
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind. |
|
| The Planning Center, Inc. |
Marty |
Kurtz |
Founder & Sr. Financial Planner |
(309) 797-4030 |
WM |
marty@theplanningcenter.com |
info@theplanningcenter.com |
1615 Fifth Avenue |
Moline |
IL |
61265 |
United States of America |
North America |
https://www.linkedin.com/in/martinkurtz/ |
|
1.998 |
|
|
https://www.linkedin.com/company/the-planning-center-inc./ |
https://www.theplanningcenter.com/ |
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind. |
|
| The Planning Center, Inc. |
Eric |
Kies |
President, CCO & Sr. Financial Planner |
(309) 797-4030 |
WM |
eric@theplanningcenter.com |
info@theplanningcenter.com |
1615 Fifth Avenue |
Moline |
IL |
61265 |
United States of America |
North America |
https://www.linkedin.com/in/erickies/ |
|
1.998 |
|
|
https://www.linkedin.com/company/the-planning-center-inc./ |
https://www.theplanningcenter.com/ |
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind. |
|
| The Portfolio Strategy Group, LLC |
Larry |
Bartimer |
Managing Director |
(914) 328-6660 |
WM |
info@portfoliostrategygroup.com |
info@portfoliostrategygroup.com |
81 Main Street, Suite 201 |
White Plains |
NY |
10601 |
United States of America |
North America |
https://www.linkedin.com/in/larry-bartimer-7073272/ |
|
1.990 |
$500M |
|
https://www.linkedin.com/company/the-portfolio-strategy-group/ |
http://www.portfoliostrategygroup.com/ |
The Portfolio Strategy Group is a leading independent wealth management firm. For over 25 years, our team of highly experienced investment professionals has provided custom portfolio management and personalized guidance on a broad range of financial planning issues for wealthy individuals, families and institutions. We offer objective, thoughtful and intelligent advice with the highest level of personal service, attention and flexibility to clients nationwide. We manage over $1.5 billion in client assets. |
|
| The Proper Analysis Corporation |
Anne |
Ogan |
President |
(312) 248-8300 |
WM |
aogan@properanalysis.com |
|
225 W Wacker Drive Suite #2100 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/anne-ogan-b754561/ |
|
2.012 |
$325M |
|
https://www.linkedin.com/company/vivaldi-capital-management-llc/ |
http://properanalysis.com/ |
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way. |
|
| The Proper Analysis Corporation |
William |
Proper |
Chairman |
(312) 248-8300 |
WM |
billproper@williamproper.com |
|
225 W Wacker Drive Suite #2100 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
2.012 |
$325M |
|
https://www.linkedin.com/company/vivaldi-capital-management-llc/ |
http://properanalysis.com/ |
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way. |
|
| The Renn Wealth Management Group, Inc. |
Patrick |
Renn |
President |
(404) 467-9882 |
WM |
prenn@rennwealth.com |
|
3205 Paces Ferry Place, NW |
Atlanta |
GA |
30305 |
United States of America |
North America |
https://www.linkedin.com/in/patrickrenn/ |
|
2.002 |
$49M |
|
https://www.linkedin.com/company/the-renn-wealth-management-group/ |
http://www.rennwealth.com/ |
The Renn Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through The Renn Wealth Management Group. When seeking a trusted financial counsel, there are many important criteria to consider. Finding the right fit can play an essential role in your financial independence and well-being and that of your family or organization. Here is an overview of the factors we believe set us apart from the typical advisory firm.
Pat Renn and Kathryn Edmunds have more than 60 years of combined experience in financial planning and wealth management. They both hold the professional designation of Certified Financial Planner™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning. Pat, Kathryn and the rest of The Renn Wealth Management Group team have worked together for over 15 years. |
|
| The Renn Wealth Management Group, Inc. |
Kathryn |
Edmunds |
VP |
(404) 467-9882 |
WM |
kedmunds@rennwealth.com |
|
3205 Paces Ferry Place, NW |
Atlanta |
GA |
30305 |
United States of America |
North America |
https://www.linkedin.com/in/kathryn-edmunds-cfp®-60435122/ |
|
2.002 |
$49M |
|
https://www.linkedin.com/company/the-renn-wealth-management-group/ |
http://www.rennwealth.com/ |
The Renn Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through The Renn Wealth Management Group. When seeking a trusted financial counsel, there are many important criteria to consider. Finding the right fit can play an essential role in your financial independence and well-being and that of your family or organization. Here is an overview of the factors we believe set us apart from the typical advisory firm.
Pat Renn and Kathryn Edmunds have more than 60 years of combined experience in financial planning and wealth management. They both hold the professional designation of Certified Financial Planner™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning. Pat, Kathryn and the rest of The Renn Wealth Management Group team have worked together for over 15 years. |
|
| The Renn Wealth Management Group, Inc. |
Laura |
Martin |
Financial Advisor, Client Relations Manager |
(404) 467-9882 |
WM |
laura.martin@raymondjames.com |
|
3205 Paces Ferry Place, NW |
Atlanta |
GA |
30305 |
United States of America |
North America |
https://www.linkedin.com/in/laura-i-martin-20424a8/ |
|
2.002 |
$49M |
|
https://www.linkedin.com/company/the-renn-wealth-management-group/ |
http://www.rennwealth.com/ |
The Renn Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through The Renn Wealth Management Group. When seeking a trusted financial counsel, there are many important criteria to consider. Finding the right fit can play an essential role in your financial independence and well-being and that of your family or organization. Here is an overview of the factors we believe set us apart from the typical advisory firm.
Pat Renn and Kathryn Edmunds have more than 60 years of combined experience in financial planning and wealth management. They both hold the professional designation of Certified Financial Planner™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning. Pat, Kathryn and the rest of The Renn Wealth Management Group team have worked together for over 15 years. |
|
| The Renn Wealth Management Group, Inc. |
Tyler |
Renn |
Marketing Manager |
(404) 467-9882 |
WM |
tylerrenn@rennwealth.com |
|
3205 Paces Ferry Place, NW |
Atlanta |
GA |
30305 |
United States of America |
North America |
https://www.linkedin.com/in/tyler-renn-b495284/ |
|
2.002 |
$49M |
|
https://www.linkedin.com/company/the-renn-wealth-management-group/ |
http://www.rennwealth.com/ |
The Renn Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through The Renn Wealth Management Group. When seeking a trusted financial counsel, there are many important criteria to consider. Finding the right fit can play an essential role in your financial independence and well-being and that of your family or organization. Here is an overview of the factors we believe set us apart from the typical advisory firm.
Pat Renn and Kathryn Edmunds have more than 60 years of combined experience in financial planning and wealth management. They both hold the professional designation of Certified Financial Planner™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning. Pat, Kathryn and the rest of The Renn Wealth Management Group team have worked together for over 15 years. |
|
| The Rivlin Group |
David |
Rivlin |
Partner |
(410) 902-6120 |
WM |
david@rivlin-group.com |
info@rivlin-group.com |
300 Redland Ct., Ste.212 |
Owings Mills |
MD |
21117 |
United States of America |
North America |
https://www.linkedin.com/in/davidrivlincpa/ |
|
2.016 |
|
|
https://www.linkedin.com/company/the-rivlin-group-pc/ |
https://www.rivlin-group.com |
The Rivlin Group is a CPA & Wealth Management Multi-Family office specializing in providing advice and services for wealthy families through a comprehensive planning approach. |
|
| The Rivlin Group |
Josh |
Rivlin |
Principal |
(410) 902-6120 |
WM |
josh@rivlin-group.com |
info@rivlin-group.com |
300 Redland Ct., Ste.212 |
Owings Mills |
MD |
21117 |
United States of America |
North America |
https://www.linkedin.com/in/joshuarivlin/ |
|
2.016 |
|
|
https://www.linkedin.com/company/the-rivlin-group-pc/ |
https://www.rivlin-group.com |
The Rivlin Group is a CPA & Wealth Management Multi-Family office specializing in providing advice and services for wealthy families through a comprehensive planning approach. |
|
| The Rivlin Group |
Jonathan |
Rivlin |
President |
(410) 902-6120 |
WM |
jonathan@rivlin-group.com |
info@rivlin-group.com |
300 Redland Ct., Ste.212 |
Owings Mills |
MD |
21117 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-e-rivlin-cpa-90161a/ |
|
2.016 |
|
|
https://www.linkedin.com/company/the-rivlin-group-pc/ |
https://www.rivlin-group.com |
The Rivlin Group is a CPA & Wealth Management Multi-Family office specializing in providing advice and services for wealthy families through a comprehensive planning approach. |
|
| The Rosedale Group - ScotiaMcLeod |
Gord |
Love |
Director of Wealth Management, Senior Wealth Advisor, Portfolio Manager |
(647) 484-6868 |
WM |
gord.love@wprivate.ca |
therosedalegroup@wprivate.ca |
150 King St W Suite 1500 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/gord-love-200b8982/ |
Rosedale Group is backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank strategic partners located in Toronto, New York and Mexico City. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy across the global markets. |
|
$896B |
|
|
https://advisor.wellington-altus.ca/therosedalegroup |
The Rosedale Group is the Multi-Family Office for Wealthy Canadian Families. The Rosedale Group is committed to helping our clients reach their financial goals, while always acting with the integrity and professionalism expected by the discerning investor. By achieving our mission, we are the gold standard in comprehensive wealth management. |
|
| The Rosedale Group - ScotiaMcLeod |
Himalaya |
Jain |
Portfolio Manager, Wealth Advisor |
(647) 484-6871 |
WM |
himalaya.jain@wprivate.ca |
therosedalegroup@wprivate.ca |
150 King St W Suite 1500 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/himalaya-jain-118b35121/ |
Rosedale Group is backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank strategic partners located in Toronto, New York and Mexico City. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy across the global markets. |
|
$896B |
|
Sarah Jones, sarah.jones@scotiawealth.com |
https://advisor.wellington-altus.ca/therosedalegroup |
The Rosedale Group is the Multi-Family Office for Wealthy Canadian Families. The Rosedale Group is committed to helping our clients reach their financial goals, while always acting with the integrity and professionalism expected by the discerning investor. By achieving our mission, we are the gold standard in comprehensive wealth management. |
|
| The St. Louis Trust Company |
Alexander |
Bates |
Principal & Director of Investment Research |
(314) 719-1544 |
WM |
abates@stlouistrust.com |
sburke@stlouistrust.com |
7701 Forsyth Boulevard, Suite 1100 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/alexmbates/ |
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
2.002 |
$11B |
|
https://www.linkedin.com/company/the-st-louis-trust-company/ |
https://www.stlouistrust.com/ |
The St. Louis Trust Company’s approach to wealth management for families with multi-generational wealth is different from the norm. We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services. Your family receives a boutique experience while benefiting from unbiased advice and world-class expertise. Each client family is different, and so are we. |
|
| The St. Louis Trust Company |
James |
O'Connor |
Founder & Former CEO |
(314) 719-1521 |
WM |
joconnor@stlouistrust.com |
sburke@stlouistrust.com |
7701 Forsyth Boulevard, Suite 1100 |
St. Louis |
MO |
63105 |
United States of America |
North America |
|
Fund of Funds Nvesting N strategies targeting consistent growth through long-term risk adjusted Nvestment returns. |
2.002 |
$11B |
|
https://www.linkedin.com/company/the-st-louis-trust-company/ |
https://www.stlouistrust.com/ |
The St. Louis Trust Company’s approach to wealth management for families with multi-generational wealth is different from the norm. We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services. Your family receives a boutique experience while benefiting from unbiased advice and world-class expertise. Each client family is different, and so are we. |
|
| The St. Louis Trust Company |
John |
Jennings |
President |
Office: (314) 719-1523, Mobile: (314) 369-5692 |
WM |
jjennings@stlouistrust.com |
sburke@stlouistrust.com |
7701 Forsyth Boulevard, Suite 1100 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/john-jennings-433a054/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.002 |
$11B |
|
https://www.linkedin.com/company/the-st-louis-trust-company/ |
https://www.stlouistrust.com/ |
The St. Louis Trust Company’s approach to wealth management for families with multi-generational wealth is different from the norm. We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services. Your family receives a boutique experience while benefiting from unbiased advice and world-class expertise. Each client family is different, and so are we. |
|
| The St. Louis Trust Company |
Julie |
Lilly |
Chief Executive Officer |
(314) 719-1539 |
WM |
jlilly@stlouistrust.com |
sburke@stlouistrust.com |
7701 Forsyth Boulevard, Suite 1100 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/julielilly/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.002 |
$11B |
|
https://www.linkedin.com/company/the-st-louis-trust-company/ |
https://www.stlouistrust.com/ |
The St. Louis Trust Company’s approach to wealth management for families with multi-generational wealth is different from the norm. We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services. Your family receives a boutique experience while benefiting from unbiased advice and world-class expertise. Each client family is different, and so are we. |
|
| The St. Louis Trust Company |
Leslie |
Small |
Vice Chairman |
(314) 719-1536 |
WM |
lsmall@stlouistrust.com |
sburke@stlouistrust.com |
7701 Forsyth Boulevard, Suite 1100 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/les-small-27331a14/ |
Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.002 |
$11B |
|
https://www.linkedin.com/company/the-st-louis-trust-company/ |
https://www.stlouistrust.com/ |
The St. Louis Trust Company’s approach to wealth management for families with multi-generational wealth is different from the norm. We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services. Your family receives a boutique experience while benefiting from unbiased advice and world-class expertise. Each client family is different, and so are we. |
|
| The ST. Louis Trust Company |
Spencer |
Burke |
Principal |
314.719.1541 |
WM |
sburke@stlouistrust.com |
|
7701 Forsyth Blvd, Suite 1100 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/spencerbburke/ |
|
2.002 |
$650M-981M |
|
https://www.linkedin.com/company/the-st-louis-trust-company/ |
http://www.stlouistrust.com/ |
The St. Louis Trust Company serves as a multi-family office providing holistic, high-touch client service. Each family is different, and so are we. |
|
| The Vanguard Group |
Gregory |
Davis |
Chief Investment Officer |
(610) 669-1000 |
WM |
gregory_davis@vanguard.com |
advisor_services@vanguard.com |
100 Vanguard Boulevard V26 |
Malvern |
PA |
19355 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-davis/ |
|
1.975 |
$4.5T |
|
https://www.linkedin.com/company/vanguard/ |
https://about.vanguard.com/ |
Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. |
|
| The Vanguard Group |
John |
James |
Managing Director- HR, Vanguard Group |
(610) 669-1000 |
WM |
john_james@vanguard.com |
advisor_services@vanguard.com |
100 Vanguard Boulevard V26 |
Malvern |
PA |
19355 |
United States of America |
North America |
https://www.linkedin.com/in/vanguardjohnjames/ |
|
1.975 |
$4.5T |
|
https://www.linkedin.com/company/vanguard/ |
https://about.vanguard.com/ |
Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. |
|
| The Vanguard Group |
John |
Marcante |
Managing Director |
(610) 669-1000 |
WM |
john_marcante@vanguard.com |
advisor_services@vanguard.com |
100 Vanguard Boulevard V26 |
Malvern |
PA |
19355 |
United States of America |
North America |
https://www.linkedin.com/in/john-t-marcante-35287998/ |
|
1.975 |
$4.5T |
|
https://www.linkedin.com/company/vanguard/ |
https://about.vanguard.com/ |
Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. |
|
| The Wealth Advisory Group |
John |
Walsh, Jr |
Managing Partner |
(973) 975-0877 |
WM |
jwalsh@wealthadvisory.pro |
tara@wealthadvisory.pro |
33 Washington Street |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/johnpwalshcrpc/ |
|
|
|
|
|
https://www.thewealthadvisorygrp.com/ |
Located in the business district of historic Morristown, The Wealth Advisory Group is a boutique wealth management firm. Our mission is to impart superior financial and investment management strategies with honesty and integrity to each and every client. Through a holistic approach and complete understanding of individual situations, current financial needs and future goals, we offer each client a disciplined and strategic wealth management solution to address financial well-being. This all-encompassing process, with frequent and personal communication, contributes to our exceptional service philosophy which our clients welcome and have come to expect. |
|
| The Wealth Advisory Group |
Gregory |
Proechel |
Managing Partner - Wyckoff |
(201) 904-2181 |
WM |
gproechel@weg1.com |
tara@wealthadvisory.pro |
33 Washington Street |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-proechel-97a1b457/ |
|
|
|
|
|
https://www.thewealthadvisorygrp.com/ |
Located in the business district of historic Morristown, The Wealth Advisory Group is a boutique wealth management firm. Our mission is to impart superior financial and investment management strategies with honesty and integrity to each and every client. Through a holistic approach and complete understanding of individual situations, current financial needs and future goals, we offer each client a disciplined and strategic wealth management solution to address financial well-being. This all-encompassing process, with frequent and personal communication, contributes to our exceptional service philosophy which our clients welcome and have come to expect. |
|
| The Wealth Conservancy, Inc. |
Myra |
Salzer |
Founder |
(303) 444-1919 |
WM |
myra@thewealthconservancy.com |
twc@twcinc.org |
1525 Spruce Street, Suite 300 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/myra-salzer-140787b7/ |
|
1.983 |
$151M |
|
https://www.linkedin.com/company/twcinc/ |
https://www.thewealthconservancy.com/ |
The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer. |
|
| The Wealth Conservancy, Inc. |
Steve |
Henningsen |
Portfolio Manager |
(303) 444-1919 |
WM |
steve@thewealthconservancy.com |
twc@twcinc.org |
1525 Spruce Street, Suite 300 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/steverbell/ |
|
1.983 |
$151M |
|
https://www.linkedin.com/company/twcinc/ |
https://www.thewealthconservancy.com/ |
The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer. |
|
| The Wealth Conservatory, Inc. |
Myra |
Salzer |
Founder |
(303) 444-1919 |
WM |
myra@thewealthconservancy.com |
twc@twcinc.org |
1525 Spruce Street, Suite 300 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/myra-salzer-140787b7/ |
|
1.983 |
|
|
https://www.linkedin.com/company/twcinc/ |
https://www.thewealthconservancy.com/ |
The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer. |
|
| The Wealth Conservatory, Inc. |
Steve |
Henningsen |
Portfolio Manager |
(303) 444-1919 |
WM |
steve@thewealthconservancy.com |
twc@twcinc.org |
1525 Spruce Street, Suite 300 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/steverbell/ |
|
1.983 |
|
|
https://www.linkedin.com/company/twcinc/ |
https://www.thewealthconservancy.com/ |
The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer. |
|
| The Wealth Consulting Group |
Lisa |
Dashnaw |
Operations Manager |
(800) 300-2451 |
WM |
lisa@wealthcg.com |
info@wealthcg.com |
134 E. Washington St. |
New Castle |
PA |
16101 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-dashnaw-95166b199/ |
Wealth Planning, Investment Advisory, Insurance Brokerage, Retirement Planning |
1.995 |
|
|
https://www.linkedin.com/company/the-wealth-consulting-group/ |
https://www.wealthcg.com/ |
WCG is a boutique wealth management firm offering high-net-worth individuals and companies access to a powerful combination of industry-leading service, talent and national resources. Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking objective advice and sophisticated financial strategies. Our mission is to to serve as our client's Personal CFO and most trusted advisor. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. |
|
| The Wealth Consulting Group |
John |
Stewart |
Director of Operations |
(800) 300-2451 |
WM |
jstewart@wealthcg.com |
info@wealthcg.com |
134 E. Washington St. |
New Castle |
PA |
16101 |
United States of America |
North America |
https://www.linkedin.com/in/john-s-stewart-iv/ |
Wealth Planning, Investment Advisory, Insurance Brokerage, Retirement Planning |
1.995 |
|
|
https://www.linkedin.com/company/the-wealth-consulting-group/ |
https://www.wealthcg.com/ |
WCG is a boutique wealth management firm offering high-net-worth individuals and companies access to a powerful combination of industry-leading service, talent and national resources. Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking objective advice and sophisticated financial strategies. Our mission is to to serve as our client's Personal CFO and most trusted advisor. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. |
|
| The Wealth Consulting Group |
Jack |
Ewing |
CFO |
(800) 300-2451 |
WM |
jack@wealthcg.com |
info@wealthcg.com |
134 E. Washington St. |
New Castle |
PA |
16101 |
United States of America |
North America |
https://www.linkedin.com/in/jack-ewing-523a08b6/ |
Wealth Planning, Investment Advisory, Insurance Brokerage, Retirement Planning |
1.995 |
|
|
https://www.linkedin.com/company/the-wealth-consulting-group/ |
https://www.wealthcg.com/ |
WCG is a boutique wealth management firm offering high-net-worth individuals and companies access to a powerful combination of industry-leading service, talent and national resources. Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking objective advice and sophisticated financial strategies. Our mission is to to serve as our client's Personal CFO and most trusted advisor. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. |
|
| The Wealth Consulting Group |
Gabriel |
Adams |
Manager, Financial Planning |
(619) 269-5785 |
WM |
gadams@wealthcg.com |
info@wealthcg.com |
134 E. Washington St. |
New Castle |
PA |
16101 |
United States of America |
North America |
https://www.linkedin.com/in/gabriel-adams-cfp®-91315623/ |
Wealth Planning, Investment Advisory, Insurance Brokerage, Retirement Planning |
1.995 |
|
|
https://www.linkedin.com/company/the-wealth-consulting-group/ |
https://www.wealthcg.com/ |
WCG is a boutique wealth management firm offering high-net-worth individuals and companies access to a powerful combination of industry-leading service, talent and national resources. Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking objective advice and sophisticated financial strategies. Our mission is to to serve as our client's Personal CFO and most trusted advisor. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. |
|
| The Wealth Stewards |
Jeffrey |
Breese |
Branch Manager |
(602) 365-0534 |
WM |
Jeff.Breese@tws.finance |
|
2121 W Chandler Blvd., Suite 103 |
Chandler |
AZ |
85224 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-breese-870a9914/ |
|
2.017 |
|
|
https://www.linkedin.com/company/the-wealth-stewards/ |
https://www.raymondjames.com/tws |
Serving successful families through collaboration. The Wealth Stewards is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. An organization as selective as yours requires a wealth advisory firm matched in stature. One that understands success means thoughtful accountability for each decision you make. When working with a financial partner to manage your capital, only the most responsible and objective guide will do. Beyond our global resources and unfettered access to sophisticated strategies is a trusted team who can help propel your business forward. We provide expertise and dedication to your needs so you can continue doing great things with your mission in mind. |
|
| The Wealth Stewards |
Kathy |
Casillar |
COO |
(602) 365-0534 |
WM |
kathy.casillas@tws.finance |
|
2121 W Chandler Blvd., Suite 103 |
Chandler |
AZ |
85224 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-casillas-51b49231/ |
|
2.017 |
|
|
https://www.linkedin.com/company/the-wealth-stewards/ |
https://www.raymondjames.com/tws |
Serving successful families through collaboration. The Wealth Stewards is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. An organization as selective as yours requires a wealth advisory firm matched in stature. One that understands success means thoughtful accountability for each decision you make. When working with a financial partner to manage your capital, only the most responsible and objective guide will do. Beyond our global resources and unfettered access to sophisticated strategies is a trusted team who can help propel your business forward. We provide expertise and dedication to your needs so you can continue doing great things with your mission in mind. |
|
| The Wealth Stewards |
Denise |
McGuire |
Chief Investment Officer |
(602) 365-0534 |
WM |
DMcGuire@tws.finance |
|
2121 W Chandler Blvd., Suite 103 |
Chandler |
AZ |
85224 |
United States of America |
North America |
https://www.linkedin.com/in/denise-mcguire-8b73a5162/ |
|
2.017 |
|
|
https://www.linkedin.com/company/the-wealth-stewards/ |
https://www.raymondjames.com/tws |
Serving successful families through collaboration. The Wealth Stewards is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. An organization as selective as yours requires a wealth advisory firm matched in stature. One that understands success means thoughtful accountability for each decision you make. When working with a financial partner to manage your capital, only the most responsible and objective guide will do. Beyond our global resources and unfettered access to sophisticated strategies is a trusted team who can help propel your business forward. We provide expertise and dedication to your needs so you can continue doing great things with your mission in mind. |
|
| The Wealth Stewards |
Allie |
Stea |
Chief Client Officer |
(602) 365-0534 |
WM |
allie.stea@tws.finance |
|
2121 W Chandler Blvd., Suite 103 |
Chandler |
AZ |
85224 |
United States of America |
North America |
https://www.linkedin.com/in/allie-stea/ |
|
2.017 |
|
|
https://www.linkedin.com/company/the-wealth-stewards/ |
https://www.raymondjames.com/tws |
Serving successful families through collaboration. The Wealth Stewards is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. An organization as selective as yours requires a wealth advisory firm matched in stature. One that understands success means thoughtful accountability for each decision you make. When working with a financial partner to manage your capital, only the most responsible and objective guide will do. Beyond our global resources and unfettered access to sophisticated strategies is a trusted team who can help propel your business forward. We provide expertise and dedication to your needs so you can continue doing great things with your mission in mind. |
|
| The Wealth Stewards |
Elena |
Flores-Breese |
Director of Marketing |
(602) 365-0534 |
WM |
elena.breese@tws.finance |
|
2121 W Chandler Blvd., Suite 103 |
Chandler |
AZ |
85224 |
United States of America |
North America |
https://www.linkedin.com/in/elena-flores-breese-a31a568/ |
|
2.017 |
|
|
https://www.linkedin.com/company/the-wealth-stewards/ |
https://www.raymondjames.com/tws |
Serving successful families through collaboration. The Wealth Stewards is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. An organization as selective as yours requires a wealth advisory firm matched in stature. One that understands success means thoughtful accountability for each decision you make. When working with a financial partner to manage your capital, only the most responsible and objective guide will do. Beyond our global resources and unfettered access to sophisticated strategies is a trusted team who can help propel your business forward. We provide expertise and dedication to your needs so you can continue doing great things with your mission in mind. |
|
| The Wilshinsky Group - Morgan Stanley |
Andrew |
Wilshinsky |
Managing Director, Wealth Management |
(212) 643-5719 |
WM |
Andrew.R.Wilshinsky@morganstanley.com |
|
1 Penn Plaza 43rd Fl |
New York |
NY |
10119 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-r-wilshinsky-495481/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-wilshinsky-group |
The Wilshinsky Group at Morgan Stanley is a team of professionals
who focus on institutional retirement consulting and comprehensive
wealth management for its executives, officers and owners. Combined,
we have over 50 years of experience in helping institutions, individuals
and families meet their goals. Our diverse practice is well equipped to
deal with the complex issues that face you or your employees. |
|
| The Wilshinsky Group - Morgan Stanley |
Joseph |
Notarfrancesco |
Vice President, Financial Advisor |
Office: (212)-643-5792, Mobile: (332) 205-2896 |
WM |
Joseph.Notarfrancesco@ms.com |
|
1 Penn Plaza 43rd Fl |
New York |
NY |
10119 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-notarfrancesco-19475140/ |
|
|
|
|
|
https://advisor.morganstanley.com/the-wilshinsky-group |
The Wilshinsky Group at Morgan Stanley is a team of professionals
who focus on institutional retirement consulting and comprehensive
wealth management for its executives, officers and owners. Combined,
we have over 50 years of experience in helping institutions, individuals
and families meet their goals. Our diverse practice is well equipped to
deal with the complex issues that face you or your employees. |
|
| The Windsor Group, Ltd. |
Brian |
Shupe |
Managing Principal & Head of Investment Department |
(317) 848-3005 |
WM |
bshupe@windsor-group.com |
info@windsorwealth.com |
500 East 96th Street, Suite 450 |
Indianapolis |
IN |
46240 |
United States of America |
North America |
|
|
1.986 |
$1B |
|
https://www.linkedin.com/company/windsorwealth/ |
http://windsor-group.com/ |
The Windsor Group is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we don’t work on commission, so we can provide truly unbiased advice. Second, we have an amazing team. We’re tech savvy, we do our homework and we have deep knowledge in lots of different areas. Third, we keep our advisor- to-client ratio low, which allows us to deliver exceptional value to the people we serve. Our team is broadly knowledgeable, but also includes many specialists. So, you can rely on us for informed answers to virtually any finance-related question. |
|
| Thirdrock Capital Private Limited |
Jason |
Lai |
Founder |
65 6850 7665 |
WM |
jason@thirdrockgrp.com |
info@thirdrockgrp.com |
8 Cross Street, #28-01, Manulife Tower |
Singapore |
|
Singapore |
Singapore |
Asia |
|
Mergers and Acquisitions, Private Equity, Financial Technology |
2.010 |
|
|
|
http://www.thirdrockgrp.com/ |
Based in Singapore, Thirdrock was a leading independent investment management group, until the acquisition of its wealth and asset management business by Schroders & Co. (Asia) Ltd. in 2019. Founded in 2010 originally as a multi-family office serving a handful of Asian UHNW families, Thirdrock expanded its investment capabilities, beyond wealth management, to include funds management and corporate advisory. Backed by a comprehensive technology platform powered for high-impact investment insight, portfolio analysis, client management as well as compliance and risk management, Thirdrock was an institutional grade financial services provider based on a robust operational infrastructure, sound risk management and rigorous investment processes. Thirdrock is today an investment holding company backed by a corporate advisory arm, Thirdrock ISSEA, providing strategic and holistic solutions to investors and corporate clients globally. Our corporate advisory solutions include strategic advice on M&As, private equity, corporate finance, and capital raising. Thirdrock publishes a monthly global macro-economic research paper and is featured regularly on various media platforms. |
|
| Thirdrock Capital Private Limited |
Melvyn |
Yeo |
Partner/Co-Founder |
65 6850 7665 |
WM |
melvyn.yeo@thirdrockgrp.com |
info@thirdrockgrp.com |
8 Cross Street, #28-01, Manulife Tower |
Singapore |
|
048424 |
Singapore |
Asia |
|
Mergers and Acquisitions, Private Equity, Financial Technology |
2.010 |
|
|
|
http://www.thirdrockgrp.com/ |
Based in Singapore, Thirdrock was a leading independent investment management group, until the acquisition of its wealth and asset management business by Schroders & Co. (Asia) Ltd. in 2019. Founded in 2010 originally as a multi-family office serving a handful of Asian UHNW families, Thirdrock expanded its investment capabilities, beyond wealth management, to include funds management and corporate advisory. Backed by a comprehensive technology platform powered for high-impact investment insight, portfolio analysis, client management as well as compliance and risk management, Thirdrock was an institutional grade financial services provider based on a robust operational infrastructure, sound risk management and rigorous investment processes. Thirdrock is today an investment holding company backed by a corporate advisory arm, Thirdrock ISSEA, providing strategic and holistic solutions to investors and corporate clients globally. Our corporate advisory solutions include strategic advice on M&As, private equity, corporate finance, and capital raising. Thirdrock publishes a monthly global macro-economic research paper and is featured regularly on various media platforms. |
|
| Thirdrock Capital Private Limited |
Samuel |
Chan |
COO |
65 6850 7665 |
WM |
samuel.chan@thirdrockgrp.com |
info@thirdrockgrp.com |
8 Cross Street, #28-01, Manulife Tower |
Singapore |
|
048424 |
Singapore |
Asia |
https://www.linkedin.com/in/samuel-chan-a4159425/ |
Mergers and Acquisitions, Private Equity, Financial Technology |
2.010 |
|
|
|
http://www.thirdrockgrp.com/ |
Based in Singapore, Thirdrock was a leading independent investment management group, until the acquisition of its wealth and asset management business by Schroders & Co. (Asia) Ltd. in 2019. Founded in 2010 originally as a multi-family office serving a handful of Asian UHNW families, Thirdrock expanded its investment capabilities, beyond wealth management, to include funds management and corporate advisory. Backed by a comprehensive technology platform powered for high-impact investment insight, portfolio analysis, client management as well as compliance and risk management, Thirdrock was an institutional grade financial services provider based on a robust operational infrastructure, sound risk management and rigorous investment processes. Thirdrock is today an investment holding company backed by a corporate advisory arm, Thirdrock ISSEA, providing strategic and holistic solutions to investors and corporate clients globally. Our corporate advisory solutions include strategic advice on M&As, private equity, corporate finance, and capital raising. Thirdrock publishes a monthly global macro-economic research paper and is featured regularly on various media platforms. |
|
| Thomas Financial |
Rick |
Thomas |
Founder & CEO |
(813) 273-9416 |
WM |
rick_thomas@thomasfinancial.com |
|
5550 W. Executive Drive, Suite 500 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/rick-thomas-clu®-aep®-5a733452/ |
|
1.975 |
|
rthomas@thomasfinancial.com |
https://www.linkedin.com/company/thomas-financial-group/ |
https://thomasfinancial.com/ |
High net worth individuals and families enjoy great personal freedom and independence. At the same time, wealth engenders an astounding array of choices for capital investment, tax protection, and creating an enduring legacy. Thomas Financial wealth management develops strategic solutions for the complex, long-term planning requirements of high net worth clients. Our sophisticated wealth management solutions and financial services are capable of supporting clients’ lifestyles, capital assets, and philanthropic and family goals. We combine deep technical expertise with a client-centric network of professional relationships, leveraging the collective intelligence of a client’s advisors to generate thoughtful, collaborative advice. As Investment Advisors, we sit on your side of the table, providing objective advice. This purposeful, team-oriented approach to investing is essential to creating your unique investment strategy. |
|
| Thomas Financial |
Joel |
Stephens |
Principal |
(813) 273-9416 |
WM |
joel_stephens@thomasfinancial.com |
|
5550 W. Executive Drive, Suite 500 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/joel-stephens-89717a2/ |
|
1.975 |
|
|
https://www.linkedin.com/company/thomas-financial-group/ |
https://thomasfinancial.com/ |
High net worth individuals and families enjoy great personal freedom and independence. At the same time, wealth engenders an astounding array of choices for capital investment, tax protection, and creating an enduring legacy. Thomas Financial wealth management develops strategic solutions for the complex, long-term planning requirements of high net worth clients. Our sophisticated wealth management solutions and financial services are capable of supporting clients’ lifestyles, capital assets, and philanthropic and family goals. We combine deep technical expertise with a client-centric network of professional relationships, leveraging the collective intelligence of a client’s advisors to generate thoughtful, collaborative advice. As Investment Advisors, we sit on your side of the table, providing objective advice. This purposeful, team-oriented approach to investing is essential to creating your unique investment strategy. |
|
| Thomas Financial |
Ruth |
White |
Principal |
(813) 273-9416 |
WM |
Ruth_White@thomasfinancial.com |
|
5550 W. Executive Drive, Suite 500 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/ruth-white-9206641/ |
|
1.975 |
|
|
https://www.linkedin.com/company/thomas-financial-group/ |
https://thomasfinancial.com/ |
High net worth individuals and families enjoy great personal freedom and independence. At the same time, wealth engenders an astounding array of choices for capital investment, tax protection, and creating an enduring legacy. Thomas Financial wealth management develops strategic solutions for the complex, long-term planning requirements of high net worth clients. Our sophisticated wealth management solutions and financial services are capable of supporting clients’ lifestyles, capital assets, and philanthropic and family goals. We combine deep technical expertise with a client-centric network of professional relationships, leveraging the collective intelligence of a client’s advisors to generate thoughtful, collaborative advice. As Investment Advisors, we sit on your side of the table, providing objective advice. This purposeful, team-oriented approach to investing is essential to creating your unique investment strategy. |
|
| Thomas Financial |
Lauren |
Thomas Compton |
Managing Principal |
(813) 273-9416 |
WM |
Lauren_Thomas@thomasfinancial.com |
|
5550 W. Executive Drive, Suite 500 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-thomas-compton-cfp®-clu®-428692/ |
|
1.975 |
|
|
https://www.linkedin.com/company/thomas-financial-group/ |
https://thomasfinancial.com/ |
High net worth individuals and families enjoy great personal freedom and independence. At the same time, wealth engenders an astounding array of choices for capital investment, tax protection, and creating an enduring legacy. Thomas Financial wealth management develops strategic solutions for the complex, long-term planning requirements of high net worth clients. Our sophisticated wealth management solutions and financial services are capable of supporting clients’ lifestyles, capital assets, and philanthropic and family goals. We combine deep technical expertise with a client-centric network of professional relationships, leveraging the collective intelligence of a client’s advisors to generate thoughtful, collaborative advice. As Investment Advisors, we sit on your side of the table, providing objective advice. This purposeful, team-oriented approach to investing is essential to creating your unique investment strategy. |
|
| Thomas Financial |
Craig |
Faassen |
President |
(813) 273-9416 |
WM |
cfaassen@thomasfinancial.com |
|
5550 W. Executive Drive, Suite 500 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/craig-faassen-cfp®-a1635431/ |
|
1.975 |
|
|
https://www.linkedin.com/company/thomas-financial-group/ |
https://thomasfinancial.com/ |
High net worth individuals and families enjoy great personal freedom and independence. At the same time, wealth engenders an astounding array of choices for capital investment, tax protection, and creating an enduring legacy. Thomas Financial wealth management develops strategic solutions for the complex, long-term planning requirements of high net worth clients. Our sophisticated wealth management solutions and financial services are capable of supporting clients’ lifestyles, capital assets, and philanthropic and family goals. We combine deep technical expertise with a client-centric network of professional relationships, leveraging the collective intelligence of a client’s advisors to generate thoughtful, collaborative advice. As Investment Advisors, we sit on your side of the table, providing objective advice. This purposeful, team-oriented approach to investing is essential to creating your unique investment strategy. |
|
| Thomas Financial |
Leslie |
Darrigo |
Director of Operations |
(813) 273-9416 |
WM |
ldarrigo@thomasfinancial.com |
|
5550 W. Executive Drive, Suite 500 |
Tampa |
FL |
33609 |
United States of America |
North America |
https://www.linkedin.com/in/leslie-darrigo-97b92739/ |
|
1.975 |
|
|
https://www.linkedin.com/company/thomas-financial-group/ |
https://thomasfinancial.com/ |
High net worth individuals and families enjoy great personal freedom and independence. At the same time, wealth engenders an astounding array of choices for capital investment, tax protection, and creating an enduring legacy. Thomas Financial wealth management develops strategic solutions for the complex, long-term planning requirements of high net worth clients. Our sophisticated wealth management solutions and financial services are capable of supporting clients’ lifestyles, capital assets, and philanthropic and family goals. We combine deep technical expertise with a client-centric network of professional relationships, leveraging the collective intelligence of a client’s advisors to generate thoughtful, collaborative advice. As Investment Advisors, we sit on your side of the table, providing objective advice. This purposeful, team-oriented approach to investing is essential to creating your unique investment strategy. |
|
| Thomas Weisel Partners |
Toni |
Dobel |
Vice President of Operations |
(415) 364-2653 |
WM |
tdobel@tweisel.com |
|
1 Montgomery Street, 36th Floor |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/toni-dobel-5411871/ |
|
|
$6B |
|
|
http://www.tweisel.com/ |
At TWP we offer customized and independent investment guidance to clients with significant assets. For our individual clients, we help balance the important needs of family, investments, and philanthropy.
We work with our foundation, endowment, and retirement plan clients to blend their return goals and spending objectives with appropriate risk mitigation strategies. With more than $6 billion in client assets under advisement, we have the scale to access a broad range of high-quality investment opportunities at attractive price points. |
|
| Thomas, Wirig, Doll & Co. |
Joseph |
Kalinowski |
Principal / Owner |
(925) 280-5706 |
WM |
joe@thomasdoll.com |
|
165 Lennon Lane Suite 200 |
Walnut Creek |
CA |
94598 |
United States of America |
North America |
https://www.linkedin.com/in/joe-kalinowski-7a963968/ |
|
1.963 |
|
|
https://www.linkedin.com/company/thomasdoll/ |
https://thomasdoll.com/ |
Thomas Doll was founded in the 1960s as a tax practice. Early on, we discovered how difficult it could be to provide solid tax preparation services to small businesses such as medical and dental practices. Why? Most of our clients didn’t employ dedicated bookkeepers. Critical tasks like banking, bill paying and payroll fell to family members, overworked staff, or the physicians and dentists themselves. |
|
| Thomas, Wirig, Doll & Co. |
Haden |
Werhan |
Principal / Owner |
(925) 280-5741 |
WM |
haden@thomasdoll.com |
|
165 Lennon Lane Suite 200 |
Walnut Creek |
CA |
94598 |
United States of America |
North America |
|
|
1.963 |
|
|
https://www.linkedin.com/company/thomasdoll/ |
https://thomasdoll.com/ |
Thomas Doll was founded in the 1960s as a tax practice. Early on, we discovered how difficult it could be to provide solid tax preparation services to small businesses such as medical and dental practices. Why? Most of our clients didn’t employ dedicated bookkeepers. Critical tasks like banking, bill paying and payroll fell to family members, overworked staff, or the physicians and dentists themselves. |
|
| Thomas, Wirig, Doll & Co. |
Barry |
Oliver |
Partner |
(925) 280-5742 |
WM |
barry@thomasdoll.com |
|
165 Lennon Lane Suite 200 |
Walnut Creek |
CA |
94598 |
United States of America |
North America |
|
|
1.963 |
|
|
https://www.linkedin.com/company/thomasdoll/ |
https://thomasdoll.com/ |
Thomas Doll was founded in the 1960s as a tax practice. Early on, we discovered how difficult it could be to provide solid tax preparation services to small businesses such as medical and dental practices. Why? Most of our clients didn’t employ dedicated bookkeepers. Critical tasks like banking, bill paying and payroll fell to family members, overworked staff, or the physicians and dentists themselves. |
|
| Thomas, Wirig, Doll & Co. |
Jared |
Nelson |
Partner |
(925) 280-5718 |
WM |
jared@thomasdoll.com |
|
165 Lennon Lane Suite 200 |
Walnut Creek |
CA |
94598 |
United States of America |
North America |
https://www.linkedin.com/in/jared-nelson-cpa-313b6a5/ |
|
1.963 |
|
|
https://www.linkedin.com/company/thomasdoll/ |
https://thomasdoll.com/ |
Thomas Doll was founded in the 1960s as a tax practice. Early on, we discovered how difficult it could be to provide solid tax preparation services to small businesses such as medical and dental practices. Why? Most of our clients didn’t employ dedicated bookkeepers. Critical tasks like banking, bill paying and payroll fell to family members, overworked staff, or the physicians and dentists themselves. |
|
| Thomas, Wirig, Doll & Co. |
David |
Harlow |
Financial Advisor |
(925) 280-5764 |
WM |
dave@thomasdoll.com |
|
165 Lennon Lane Suite 200 |
Walnut Creek |
CA |
94598 |
United States of America |
North America |
|
|
1.963 |
|
|
https://www.linkedin.com/company/thomasdoll/ |
https://thomasdoll.com/ |
Thomas Doll was founded in the 1960s as a tax practice. Early on, we discovered how difficult it could be to provide solid tax preparation services to small businesses such as medical and dental practices. Why? Most of our clients didn’t employ dedicated bookkeepers. Critical tasks like banking, bill paying and payroll fell to family members, overworked staff, or the physicians and dentists themselves. |
|
| Thompson Wealth Management |
Neal |
Thompson |
President & Advisor |
(480) 305-2038 |
WM |
neal@twmplan.com |
|
16430 N. Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
|
|
|
|
https://twmplan.com/ |
Here at Thompson Wealth Management, we believe you deserve the financial freedom and peace of mind to focus on the things in life more important than money. Our goal is simple: to provide you with the best opportunity to achieve your financial goals. |
|
| Thompson Wealth Management |
Tiffany |
Moerke |
Director of Client Services |
(480) 305-2038 |
WM |
tiffany@twmplan.com |
|
16430 N. Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/tiffanymoerke/ |
|
|
|
|
|
https://twmplan.com/ |
Here at Thompson Wealth Management, we believe you deserve the financial freedom and peace of mind to focus on the things in life more important than money. Our goal is simple: to provide you with the best opportunity to achieve your financial goals. |
|
| Thor Investment Management, Inc. |
James |
Gore |
Chief Investment Officer |
(513) 271-6777 |
WM |
jim.gore@thorinvestment.com |
|
7346 Beechmont Avenue |
Cincinnati |
OH |
45230 |
United States of America |
North America |
https://www.linkedin.com/in/jimgore1/ |
|
1.992 |
$324M |
|
https://www.linkedin.com/company/thor-wealth-management/ |
https://www.thorwealthmanagement.com/ |
THOR's mission is to be a trusted advisor to you and your family by assisting with all of your financial and key life decisions, and helping to build and preserve your wealth. |
|
| Thor Investment Management, Inc. |
Mark |
Kleespies |
President |
(513) 271-6777 |
WM |
mkleespies@thorinvestment.com |
|
7346 Beechmont Avenue |
Cincinnati |
OH |
45230 |
United States of America |
North America |
https://www.linkedin.com/in/markkleespies/ |
|
1.992 |
$324M |
|
https://www.linkedin.com/company/thor-wealth-management/ |
https://www.thorwealthmanagement.com/ |
THOR's mission is to be a trusted advisor to you and your family by assisting with all of your financial and key life decisions, and helping to build and preserve your wealth. |
|
| Thor Investment Management, Inc. |
Gregory |
Luke |
CCO and Portfolio Manager |
(513) 271-6777 |
WM |
gluke@thorinvestment.com |
|
7346 Beechmont Avenue |
Cincinnati |
OH |
45230 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-luke-ab53235/ |
|
1.992 |
$324M |
|
https://www.linkedin.com/company/thor-wealth-management/ |
https://www.thorwealthmanagement.com/ |
THOR's mission is to be a trusted advisor to you and your family by assisting with all of your financial and key life decisions, and helping to build and preserve your wealth. |
|
| Thornmark Asset Management Inc. |
Daniel |
Bain |
Chief Investment Officer & CEO |
(416) 204-6200 |
WM |
dbain@thornmark.com |
invest@thornmark.com |
119 Spadina Avenue, Suite 701 |
Toronto |
ON |
M5V 2L1 |
Canada |
North America |
https://www.linkedin.com/in/danielbain/ |
|
1.998 |
$600M |
|
https://www.linkedin.com/company/thornmark/ |
https://thornmark.com/ |
For more than 25-years Thornmark has helped investors across Canada plan well, invest tactically, build wealth and retire well. Thornmark invests for individuals, family offices, foundations, and institutions in select Canadian provinces. The firm is a nimble asset manager with a history of consistency, attention to personal service, and a long-term commitment to helping clients meet their unique wealth management goals and objectives. |
|
| Three Bearings Fiduciary Advisors |
David |
Mayes |
President and Chief Investment Officer |
(603) 926-1775 |
WM |
info@threebearings.com |
info@threebearings.com |
380 Lafayette Road, Unit D |
Hampton |
NH |
03842 |
United States of America |
North America |
https://www.linkedin.com/in/davidtmayes/ |
|
|
|
|
https://www.linkedin.com/company/three-bearings-fiduciary-advisors/ |
https://threebearings.com/ |
Three Bearings Fiduciary Advisors is a fiduciary financial planning and investment management firm offering comprehensive planning and wealth management solutions to individuals, families, non-profits and New Hampshire municipalities. |
|
| Three Bell Capital |
Jon |
Porter |
Chief Executive Officer |
(650) 843-9836 |
WM |
jon@three-bell.com |
info@three-bell.com |
4 Main Street, Suite 230 |
Los Altos |
CA |
94022 |
United States of America |
North America |
https://www.linkedin.com/in/threebell/ |
|
2.011 |
$1.1B |
|
https://www.linkedin.com/company/three-bell-capital/ |
https://www.three-bell.com/ |
Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact. Our private wealth management practice is focused on founders, executives, and early employees who are somewhere in the process of starting, growing, and exiting private companies.
Our corporate practice structures, designs, implements and manages 401(k) and executive pension plans for some of most well-respected and successful venture capital firms and technology companies in the industry. In cases where our clients need early liquidity, we work through our FINRA registered broker dealer to diversify out of concentrated private stock positions via private placement sales. |
|
| Three Bell Capital |
Eric |
Patterson |
Chief Investment Officer |
(650) 843-9836 |
WM |
eric@three-bell.com |
info@three-bell.com |
4 Main Street, Suite 230 |
Los Altos |
CA |
94022 |
United States of America |
North America |
https://www.linkedin.com/in/ericcpatterson/ |
|
2.011 |
$1.1B |
|
https://www.linkedin.com/company/three-bell-capital/ |
https://www.three-bell.com/ |
Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact. Our private wealth management practice is focused on founders, executives, and early employees who are somewhere in the process of starting, growing, and exiting private companies.
Our corporate practice structures, designs, implements and manages 401(k) and executive pension plans for some of most well-respected and successful venture capital firms and technology companies in the industry. In cases where our clients need early liquidity, we work through our FINRA registered broker dealer to diversify out of concentrated private stock positions via private placement sales. |
|
| Three Bell Capital |
Andre |
Huaman |
Managing Partner |
(650) 843-9836 |
WM |
andre@three-bell.com |
info@three-bell.com |
4 Main Street, Suite 230 |
Los Altos |
CA |
94022 |
United States of America |
North America |
https://www.linkedin.com/in/andrehuaman/ |
|
2.011 |
$1.1B |
|
https://www.linkedin.com/company/three-bell-capital/ |
https://www.three-bell.com/ |
Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact. Our private wealth management practice is focused on founders, executives, and early employees who are somewhere in the process of starting, growing, and exiting private companies.
Our corporate practice structures, designs, implements and manages 401(k) and executive pension plans for some of most well-respected and successful venture capital firms and technology companies in the industry. In cases where our clients need early liquidity, we work through our FINRA registered broker dealer to diversify out of concentrated private stock positions via private placement sales. |
|
| Three Bell Capital |
William |
Martin |
Chief Investment Strategist |
(650) 843-9836 |
WM |
will@three-bell.com |
info@three-bell.com |
4 Main Street, Suite 230 |
Los Altos |
CA |
94022 |
United States of America |
North America |
https://www.linkedin.com/in/williamhmartincfa/ |
|
2.011 |
$1.1B |
|
https://www.linkedin.com/company/three-bell-capital/ |
https://www.three-bell.com/ |
Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact. Our private wealth management practice is focused on founders, executives, and early employees who are somewhere in the process of starting, growing, and exiting private companies.
Our corporate practice structures, designs, implements and manages 401(k) and executive pension plans for some of most well-respected and successful venture capital firms and technology companies in the industry. In cases where our clients need early liquidity, we work through our FINRA registered broker dealer to diversify out of concentrated private stock positions via private placement sales. |
|
| Three Bridge Wealth Advisors |
Fred |
Molfino Jr |
Managing Director |
(650) 433-3506 |
WM |
fred@threebridgewa.com |
info@threebridgewa.com |
3270 Alpine Road |
Portola Valley |
CA |
94028 |
United States of America |
North America |
https://www.linkedin.com/in/fredmolfinojr/ |
|
|
$410M |
|
|
http://threebridgewa.com/ |
Three Bridge Wealth Advisors is a registered investment advisory firm focused on providing comprehensive wealth management solutions for entrepreneurs, venture capitalists, and technology executives in Silicon Valley. We act as a family's personal chief financial officer. Using a consultative approach, we identify our clients' current financial situation and challenges and work with a team of experts to design comprehensive solutions to help them achieve all that is most important. |
|
| Three Bridge Wealth Advisors |
Brett |
Sharkey |
Managing Director |
(650) 433-3507 |
WM |
brett@threebridgewa.com |
info@threebridgewa.com |
3270 Alpine Road |
Portola Valley |
CA |
94028 |
United States of America |
North America |
https://www.linkedin.com/in/brettsharkey/ |
|
|
$410M |
|
|
http://threebridgewa.com/ |
Three Bridge Wealth Advisors is a registered investment advisory firm focused on providing comprehensive wealth management solutions for entrepreneurs, venture capitalists, and technology executives in Silicon Valley. We act as a family's personal chief financial officer. Using a consultative approach, we identify our clients' current financial situation and challenges and work with a team of experts to design comprehensive solutions to help them achieve all that is most important. |
|
| Three Bridge Wealth Advisors |
Eric |
Thurber |
Managing Director |
(650) 433-3505 |
WM |
eric@threebridgewa.com |
info@threebridgewa.com |
3270 Alpine Road |
Portola Valley |
CA |
94028 |
United States of America |
North America |
https://www.linkedin.com/in/ericthurber/ |
|
|
$410M |
|
|
http://threebridgewa.com/ |
Three Bridge Wealth Advisors is a registered investment advisory firm focused on providing comprehensive wealth management solutions for entrepreneurs, venture capitalists, and technology executives in Silicon Valley. We act as a family's personal chief financial officer. Using a consultative approach, we identify our clients' current financial situation and challenges and work with a team of experts to design comprehensive solutions to help them achieve all that is most important. |
|
| Three Bridge Wealth Advisors |
James |
Murphy |
Director of Operations |
(650) 433-3510 |
WM |
james@threebridgewa.com |
info@threebridgewa.com |
3270 Alpine Road |
Portola Valley |
CA |
94028 |
United States of America |
North America |
|
|
|
$410M |
|
|
http://threebridgewa.com/ |
Three Bridge Wealth Advisors is a registered investment advisory firm focused on providing comprehensive wealth management solutions for entrepreneurs, venture capitalists, and technology executives in Silicon Valley. We act as a family's personal chief financial officer. Using a consultative approach, we identify our clients' current financial situation and challenges and work with a team of experts to design comprehensive solutions to help them achieve all that is most important. |
|
| Thrive Wealth Management, LLC |
Steve |
Erfle |
Managing Partner |
Phone: 215-376-5530
Mobile: 610-389-4380 |
WM |
steve@thrivewealth.com |
|
2650 Audubon Road |
Audobon |
PA |
19403 |
United States of America |
North America |
https://www.linkedin.com/in/steveerfle/ |
|
2.013 |
|
|
https://www.linkedin.com/company/thrive-wealth-management-llc/ |
https://thrivewealth.com/ |
Thrive Wealth Management is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. |
|
| Thrive Wealth Management, LLC |
Mike |
Ptaszenski |
Managing Partner |
Phone: 215-376-5530
Mobile: 484-680-7036 |
WM |
mike@thrivewealth.com |
|
2650 Audubon Road |
Audobon |
PA |
19403 |
United States of America |
North America |
https://www.linkedin.com/in/mikeptaszenski/ |
|
2.013 |
|
|
https://www.linkedin.com/company/thrive-wealth-management-llc/ |
https://thrivewealth.com/ |
Thrive Wealth Management is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. |
|
| Thrive Wealth Management, LLC |
Loretta |
Hutchinson |
Partner |
215-376-5530 |
WM |
loretta@thrivewealth.com |
|
2650 Audubon Road |
Audobon |
PA |
19403 |
United States of America |
North America |
https://www.linkedin.com/in/lorettahutchinson/ |
|
2.013 |
|
|
https://www.linkedin.com/company/thrive-wealth-management-llc/ |
https://thrivewealth.com/ |
Thrive Wealth Management is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. |
|
| Thrive Wealth Management, LLC |
Norman |
MacQueen |
Financial Advisor |
Phone: 215-376-5530
Mobile: 484-437-1232 |
WM |
norman@thrivewealth.com |
|
2650 Audubon Road |
Audobon |
PA |
19403 |
United States of America |
North America |
|
|
2.013 |
|
|
https://www.linkedin.com/company/thrive-wealth-management-llc/ |
https://thrivewealth.com/ |
Thrive Wealth Management is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. |
|
| Thrive Wealth Management, LLC |
Michael |
Stanton |
Financial Advisor |
Phone: 215-376-5530
Mobile: 267-664-2609 |
WM |
mstanton@thrivewealth.com |
|
2650 Audubon Road |
Audobon |
PA |
19403 |
United States of America |
North America |
https://www.linkedin.com/in/michael-stanton-cfp®-749b8340/ |
|
2.013 |
|
|
https://www.linkedin.com/company/thrive-wealth-management-llc/ |
https://thrivewealth.com/ |
Thrive Wealth Management is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. |
|
| Thrivent Financial Ledgestone Associates |
Michael |
Peterson |
Wealth Advisor |
Office: 602-595-4065 Cell: 602-295-3759 |
WM |
michael.peterson@thrivent.com |
|
15640 N 7th St Ste B7 |
Phoenix |
AZ |
85022 |
United States of America |
North America |
https://www.linkedin.com/in/michaelpetersonthrivent/ |
|
|
|
|
https://www.linkedin.com/company/thrivent/ |
https://connect.thrivent.com/ |
Thrivent is a diversified financial services organization that helps people be wise with money so they can live more content, confident and generous lives.
As a mission-driven, membership-owned organization, Thrivent offers its more than 2 million members and customers a broad range of financial products, services and guidance to help them live content, confident and generous lives. Thrivent and its subsidiary and affiliate companies offer insurance, investments, banking and advice over the phone, online as well as through financial professionals and independent agents nationwide. |
|
| TIAA Phoenix |
Cody |
Wiseman |
Wealth Management Advisor |
(866) 548-3705 |
WM |
cody.wiseman@tiaa.org |
|
3131 E Camelback Suite 420 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/cody-wiseman-96167215/ |
|
1.918 |
|
|
https://www.linkedin.com/company/tiaa/ |
https://locations.tiaa.org/az/phoenix/3131-e-camelback |
Comprehensive private wealth management for affluent, high net worth, and ultra high net worth retirement plan participants; services include life insurance, managed investment portfolios, and banking. I also serve as a personal financial advisor to key influencer participants of the higher education institutions TIAA serves. |
|
| TIAA Phoenix |
Yusuf |
Mohamed |
Wealth Management Client Relationship Consultant |
Direct: (303) 607-2304 |
WM |
ymohamed@tiaa.org |
|
3131 E Camelback Suite 420 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/ym-aams®/ |
|
1.918 |
|
|
https://www.linkedin.com/company/tiaa/ |
https://locations.tiaa.org/az/phoenix/3131-e-camelback |
Comprehensive private wealth management for affluent, high net worth, and ultra high net worth retirement plan participants; services include life insurance, managed investment portfolios, and banking. I also serve as a personal financial advisor to key influencer participants of the higher education institutions TIAA serves. |
|
| TIAA Phoenix |
Spencer |
Humphrey |
Wealth Management Advisor |
(866) 548-3705 |
WM |
spencer.humphrey@tiaa.org |
|
3131 E Camelback Suite 420 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/spencerhumphrey/ |
|
1.918 |
|
|
https://www.linkedin.com/company/tiaa/ |
https://locations.tiaa.org/az/phoenix/3131-e-camelback |
Comprehensive private wealth management for affluent, high net worth, and ultra high net worth retirement plan participants; services include life insurance, managed investment portfolios, and banking. I also serve as a personal financial advisor to key influencer participants of the higher education institutions TIAA serves. |
|
| Timothy Financial Counsel, Inc. |
Mark |
Berg |
Founder |
(630) 681-0700 |
WM |
mark.berg@timothyfinancial.com |
|
225 W. Washington St. Suite 1010 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/markberg/ |
|
2.000 |
|
|
https://www.linkedin.com/company/timothy-financial-counsel-inc-/ |
https://timothyfinancial.com/ |
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives. |
|
| Timothy Financial Counsel, Inc. |
Hoan |
Taussig |
Senior Advisor & Principal |
(630) 681-0700 Ext. 110 |
WM |
hoan.taussig@timothyfinancial.com |
|
225 W. Washington St. Suite 1010 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/hoan-taussig-038a2655/ |
|
2.000 |
|
|
https://www.linkedin.com/company/timothy-financial-counsel-inc-/ |
https://timothyfinancial.com/ |
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives. |
|
| Timothy Financial Counsel, Inc. |
Michael |
Thrasher |
Lead Advisor & Principal |
(630) 681-0700 |
WM |
michael.thrasher@timothyfinancial.com |
|
225 W. Washington St. Suite 1010 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-thrasher-cpa-cfp®-51a12b52/ |
|
2.000 |
|
|
https://www.linkedin.com/company/timothy-financial-counsel-inc-/ |
https://timothyfinancial.com/ |
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives. |
|
| Timothy Financial Counsel, Inc. |
Brian |
Wildman |
Principal & President |
(630) 681-0700 |
WM |
brian.wildman@timothyfinancial.com |
|
225 W. Washington St. Suite 1010 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brianwildman/ |
|
2.000 |
|
|
https://www.linkedin.com/company/timothy-financial-counsel-inc-/ |
https://timothyfinancial.com/ |
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives. |
|
| Timothy Financial Counsel, Inc. |
Kara Beth |
Vance |
Senior Advisor |
(630) 681-0700 |
WM |
kara.vance@timothyfinancial.com |
|
225 W. Washington St. Suite 1010 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/karabethvance/ |
|
2.000 |
|
|
https://www.linkedin.com/company/timothy-financial-counsel-inc-/ |
https://timothyfinancial.com/ |
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives. |
|
| Titus Wealth Management |
Eric |
Aanes |
President and Founder |
(415) 461-4800 |
WM |
eric@tituswealth.com |
info@tituswealth.com |
700 Larkspur Landing Circle, Suite 109 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/ericaanes/ |
|
2.005 |
$319M |
|
https://www.linkedin.com/company/titus-wealth-management |
https://www.tituswealth.com/ |
As an independent firm, our clients' financial well-being is our number one priority. We provide an objective roadmap designed with goals that are realistic, attainable, and sustainable, using sound investment strategies. This is accomplished using our proprietary Pillar System aimed at providing liquidity, income, and growth. Building, retaining and managing wealth is the mission of Titus Wealth Management, so you can pursue your life's dreams. |
|
| Titus Wealth Management |
Clark |
Miller |
Managing Director |
(415) 461-4800 |
WM |
clark@tituswealth.com |
info@tituswealth.com |
400 South El Camino Real, Suite 260 |
San Mateo |
CA |
94402 |
United States of America |
North America |
https://www.linkedin.com/in/millerclark/ |
|
2.005 |
$319M |
|
https://www.linkedin.com/company/titus-wealth-management |
https://www.tituswealth.com/ |
As an independent firm, our clients' financial well-being is our number one priority. We provide an objective roadmap designed with goals that are realistic, attainable, and sustainable, using sound investment strategies. This is accomplished using our proprietary Pillar System aimed at providing liquidity, income, and growth. Building, retaining and managing wealth is the mission of Titus Wealth Management, so you can pursue your life's dreams. |
|
| Titus Wealth Management |
Scot |
Lance |
Managing Director |
(415) 461-4800 |
WM |
scot@tituswealth.com |
info@tituswealth.com |
400 South El Camino Real, Suite 260 |
San Mateo |
CA |
94402 |
United States of America |
North America |
https://www.linkedin.com/in/scotlance/ |
|
2.005 |
$319M |
|
https://www.linkedin.com/company/titus-wealth-management |
https://www.tituswealth.com/ |
As an independent firm, our clients' financial well-being is our number one priority. We provide an objective roadmap designed with goals that are realistic, attainable, and sustainable, using sound investment strategies. This is accomplished using our proprietary Pillar System aimed at providing liquidity, income, and growth. Building, retaining and managing wealth is the mission of Titus Wealth Management, so you can pursue your life's dreams. |
|
| Titus Wealth Management |
Myra |
Natter |
Wealth Advisor |
(415) 461-4800 |
WM |
Myra@tituswealth.com |
info@tituswealth.com |
400 South El Camino Real, Suite 260 |
San Mateo |
CA |
94402 |
United States of America |
North America |
https://www.linkedin.com/in/myra-natter-cfp®-ba35164/ |
|
2.005 |
$319M |
|
https://www.linkedin.com/company/titus-wealth-management |
https://www.tituswealth.com/ |
As an independent firm, our clients' financial well-being is our number one priority. We provide an objective roadmap designed with goals that are realistic, attainable, and sustainable, using sound investment strategies. This is accomplished using our proprietary Pillar System aimed at providing liquidity, income, and growth. Building, retaining and managing wealth is the mission of Titus Wealth Management, so you can pursue your life's dreams. |
|
| Titus Wealth Management |
Robert |
Gronski |
Managing Director |
(415) 382-7696 |
WM |
bgronski@lpl.com |
info@tituswealth.com |
400 South El Camino Real, Suite 260 |
San Mateo |
CA |
94402 |
United States of America |
North America |
|
|
2.005 |
$319M |
|
https://www.linkedin.com/company/titus-wealth-management |
https://www.tituswealth.com/ |
As an independent firm, our clients' financial well-being is our number one priority. We provide an objective roadmap designed with goals that are realistic, attainable, and sustainable, using sound investment strategies. This is accomplished using our proprietary Pillar System aimed at providing liquidity, income, and growth. Building, retaining and managing wealth is the mission of Titus Wealth Management, so you can pursue your life's dreams. |
|
| TKC Wealth Management |
T.K. Daniel |
Chen |
Senior Financial Advisor / Principal |
(214) 389-2000 |
WM |
daniel.chen@tkcadvisors.com |
info@tkcadvisors.com |
12900 Preston Rd Suite 700 |
Dallas |
TX |
75230 |
United States of America |
North America |
https://www.linkedin.com/in/t-k-daniel-chen-cfp-6822931a/ |
|
|
|
|
|
http://www.tkcadvisors.com/ |
TKC Wealth Management, LLC (TKCW) is a Texas Limited Liability Company formed on June 6, 2011. We provide full financial services to individuals and business owners, most of whom are new immigrants. TKCW is registered as a Registered Investment Adviser in the State of Texas and the State of California. |
|
| TL Private Wealth |
Dustin |
Tondre |
CoFounder and Managing Director |
(682) 831-1048 |
WM |
dustin@tlwealth.com |
|
165 S Kimball Ave Suite 120 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/dustintondre/ |
|
2.013 |
|
|
https://www.linkedin.com/company/tl-private-wealth/ |
http://www.tlwealth.com |
TL Private Wealth is an independent wealth management firm serving individuals, families, and small businesses. Our specialty is serving as primary trusted advisor on all matters of wealth planning. We address key wealth management issues including: investment management, estate planning, retirement, and tax planning. Above all else, our goal will always be to deliver these services with complete transparency, unbiased advice, and a dedication to our fiduciary obligation. |
|
| TL Private Wealth |
Brad |
Little |
CoFounder and Managing Partner |
(682) 831-1048 |
WM |
brad@tlwealth.com |
|
165 S Kimball Ave Suite 120 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/brad-little-8b846054/ |
|
2.013 |
|
|
https://www.linkedin.com/company/tl-private-wealth/ |
http://www.tlwealth.com |
TL Private Wealth is an independent wealth management firm serving individuals, families, and small businesses. Our specialty is serving as primary trusted advisor on all matters of wealth planning. We address key wealth management issues including: investment management, estate planning, retirement, and tax planning. Above all else, our goal will always be to deliver these services with complete transparency, unbiased advice, and a dedication to our fiduciary obligation. |
|
| Tobias Financial Advisors |
Marianela |
Collado |
CEO and Senior Financial Advisor |
(954) 424-1660 |
WM |
marianela@tobiasfinancial.com |
info@tobiasfinancial.com |
1000 S. Pine Island Road, Suite 450 |
Plantation |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/marianela/ |
|
1.980 |
|
|
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
https://tobiasfinancial.com/ |
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. Tobias Financial Advisors is committed to providing unbiased financial advice and acting exclusively in the best interests of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. |
|
| Tobias Financial Advisors |
Matthew |
Saneholtz |
President and Senior Financial Advisor |
(954) 424-1660 |
WM |
matt@tobiasfinancial.com |
info@tobiasfinancial.com |
1000 S. Pine Island Road, Suite 450 |
Plantation |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-saneholtz-cfa-cfp®-3312a215/ |
|
1.980 |
|
|
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
https://tobiasfinancial.com/ |
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. Tobias Financial Advisors is committed to providing unbiased financial advice and acting exclusively in the best interests of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. |
|
| Tobias Financial Advisors |
Edgar |
Collado |
CFO & COO |
(954) 424-1660 |
WM |
edgar@tobiasfinancial.com |
info@tobiasfinancial.com |
1000 S. Pine Island Road, Suite 450 |
Plantation |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/edgar-collado-a719761/ |
|
1.980 |
|
|
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
https://tobiasfinancial.com/ |
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. Tobias Financial Advisors is committed to providing unbiased financial advice and acting exclusively in the best interests of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. |
|
| Tobias Financial Advisors |
Catalina |
Franco-Cicero |
Financial Advisor |
(954) 424-1660 |
WM |
catalina@tobiasfinancial.com |
info@tobiasfinancial.com |
1000 S. Pine Island Road, Suite 450 |
Plantation |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/catalinafranco-cicero/ |
|
1.980 |
|
|
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
https://tobiasfinancial.com/ |
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. Tobias Financial Advisors is committed to providing unbiased financial advice and acting exclusively in the best interests of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. |
|
| Tobias Financial Advisors |
Yesenia |
Ramirez |
Financial Advisor |
(954) 424-1660 |
WM |
yesenia@tobiasfinancial.com |
info@tobiasfinancial.com |
1000 S. Pine Island Road, Suite 450 |
Plantation |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/yesenia-ramirez-cfp®-75a7a637/ |
|
1.980 |
|
|
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
https://tobiasfinancial.com/ |
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. Tobias Financial Advisors is committed to providing unbiased financial advice and acting exclusively in the best interests of our clients. We are proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard. |
|
| Tocqueville Asset Management L.P. |
Julia |
Hathaway |
Private Wealth Management |
Direct: (212) 698-0815, Mobile: (203) 253-6544 |
WM |
julia.hathaway@tocqueville.com |
institutional@tocqueville.com |
40 West 57th Street |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/julia-hathaway-996b8664/ |
|
1.985 |
$12.5B |
|
https://www.linkedin.com/company/tocqueville-asset-management/ |
http://tocqueville.com/ |
Founded in 1985, and based out of NYC, Vero Beach, FL and San Francisco, Tocqueville Asset Management is an independent, employee owned, wealth management company that manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. |
|
| Tocqueville Asset Management L.P. |
George |
Cooke |
Business Development |
Direct: (646) 467-6529, Mobile: (917) 885-4370 |
WM |
gcooke@tocqueville.com |
institutional@tocqueville.com |
40 West 57th Street |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/georgecooke1/ |
|
1.985 |
$12.5B |
|
https://www.linkedin.com/company/tocqueville-asset-management/ |
http://tocqueville.com/ |
Founded in 1985, and based out of NYC, Vero Beach, FL and San Francisco, Tocqueville Asset Management is an independent, employee owned, wealth management company that manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. |
|
| Tocqueville Asset Management LP |
Robert |
Kleinschmidt |
President, Chief Executive Officer and Chief Investment Officer |
212 698 0800 |
WM |
Rkleinschmidt@Tocqueville.com |
institutional@tocqueville.com |
40 West 57th Street |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/robert-kleinschmidt-56b9a615b/ |
|
1.985 |
$12.5B |
|
https://www.linkedin.com/company/tocqueville-asset-management/ |
http://tocqueville.com/ |
Founded in 1985, and based out of NYC, Vero Beach, FL and San Francisco, Tocqueville Asset Management is an independent, employee owned, wealth management company that manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. |
|
| Tolleson Wealth Management |
John |
Tolleson |
Chairman and CEO |
(214) 252-3250 |
WM |
jtolleson@tollesonwealth.com |
|
5500 Preston Road Suite 250 |
Dallas |
TX |
75205 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://www.tollesonwealth.com |
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. |
|
| Tolleson Wealth Management |
Richard |
Joyner |
President of Private Wealth Management and Director |
(214) 252-3250 |
WM |
rjoyner@tollesonwealth.com |
|
5500 Preston Road Suite 250 |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/richard-joyner-16933a13/ |
|
2.000 |
|
|
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://www.tollesonwealth.com |
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. |
|
| Tolleson Wealth Management |
Gregory |
Hall |
Managing Director of Client Advisory Team |
(214) 252-3250 |
WM |
ghall@tollesonwealth.com |
|
5500 Preston Road Suite 250 |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/greg-hall-95219020/ |
|
2.000 |
|
|
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://www.tollesonwealth.com |
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. |
|
| Tolleson Wealth Management |
Todd |
Clendening |
Managing Director of Client Advisory Team |
(214) 252-3250 |
WM |
tclendening@tollesonwealth.com |
|
5500 Preston Road Suite 250 |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/todd-clendening-6b784854/ |
|
2.000 |
|
|
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://www.tollesonwealth.com |
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. |
|
| Tolleson Wealth Management |
Philip |
Durst |
Chief Investment Officer |
(214) 252-3250 |
WM |
pdurst@tollesonwealth.com |
|
5500 Preston Road Suite 250 |
Dallas |
TX |
75205 |
United States of America |
North America |
https://www.linkedin.com/in/philip-durst-1527896 |
|
2.000 |
|
|
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://www.tollesonwealth.com |
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. |
|
| Tom Johnson Investment Management, LLC |
Richard |
Parry |
President & Chief Investment Officer |
(405) 236-2111 |
WM |
rparry@tjim.com |
|
201 Robert S. Kerr, Suite 510 |
Oklahoma City |
OK |
73102 |
United States of America |
North America |
|
Equity |
1.983 |
|
|
|
https://www.tjim.com/ |
Tom Johnson Investment Management was founded in 1983 and is centrally located in Oklahoma City, Oklahoma. We service a broad range of clients, such as pensions, profit sharing and 401(K) plans, individuals, individual retirement accounts (IRA), foundations, banks, insurance companies, public funds, corporations, and sovereign funds. We specialize in building separately managed accounts for each client to accommodate their personal objectives. Our services include independent research, individual stock and bond selection, professional investment management, and superior client service. A conservative philosophy with a focus on valuation and diversification. Our investment team builds, maintains and improves our models over time through diligent fundamental research. |
|
| Tom Johnson Investment Management, LLC |
Douglas |
Haws |
Vice President & Portfolio Manager |
(405) 236-2111 Ext. 109 |
WM |
dhaws@tjim.com |
|
201 Robert S. Kerr, Suite 510 |
Oklahoma City |
OK |
73102 |
United States of America |
North America |
|
Equity |
1.983 |
|
|
|
https://www.tjim.com/ |
Tom Johnson Investment Management was founded in 1983 and is centrally located in Oklahoma City, Oklahoma. We service a broad range of clients, such as pensions, profit sharing and 401(K) plans, individuals, individual retirement accounts (IRA), foundations, banks, insurance companies, public funds, corporations, and sovereign funds. We specialize in building separately managed accounts for each client to accommodate their personal objectives. Our services include independent research, individual stock and bond selection, professional investment management, and superior client service. A conservative philosophy with a focus on valuation and diversification. Our investment team builds, maintains and improves our models over time through diligent fundamental research. |
|
| Tom Johnson Investment Management, LLC |
Cory |
Robinson |
Vice President & Portfolio Manager |
(405) 236-2111 Ext. 110 |
WM |
crobinson@tjim.com |
|
201 Robert S. Kerr, Suite 510 |
Oklahoma City |
OK |
73102 |
United States of America |
North America |
https://www.linkedin.com/in/cory-robinson-cfa-frm-aa4b397/ |
Equity |
1.983 |
|
|
|
https://www.tjim.com/ |
Tom Johnson Investment Management was founded in 1983 and is centrally located in Oklahoma City, Oklahoma. We service a broad range of clients, such as pensions, profit sharing and 401(K) plans, individuals, individual retirement accounts (IRA), foundations, banks, insurance companies, public funds, corporations, and sovereign funds. We specialize in building separately managed accounts for each client to accommodate their personal objectives. Our services include independent research, individual stock and bond selection, professional investment management, and superior client service. A conservative philosophy with a focus on valuation and diversification. Our investment team builds, maintains and improves our models over time through diligent fundamental research. |
|
| Tompkins Financial Advisors |
Brian |
Howard |
President |
(607) 273-0037 |
WM |
BHoward@tompkinsfinancial.com |
|
118 E. Seneca St. |
Ithaca |
NY |
14850 |
United States of America |
North America |
https://www.linkedin.com/in/brian-howard-79a1b91a/ |
|
1.836 |
$3.9 billion |
|
https://www.linkedin.com/company/tompkins-financial-advisors/ |
http://www.tompkinsfinancialadvisors.com |
Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. |
|
| Tompkins Financial Advisors |
Tara |
Masters |
SVP, COO |
(607) 273-0037 |
WM |
TMasters@tompkinsfinancial.com |
|
118 E. Seneca St. |
Ithaca |
NY |
14850 |
United States of America |
North America |
https://www.linkedin.com/in/tara-masters-5658666/ |
|
1.836 |
$3.9 billion |
|
https://www.linkedin.com/company/tompkins-financial-advisors/ |
http://www.tompkinsfinancialadvisors.com |
Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. |
|
| Topel & DiStasi Wealth Management |
Jarrett |
Topel |
Financial Advisor / Certified Financial Planner |
(510) 898-1270 |
WM |
jarrett@td-wm.com |
|
2907 Claremont Ave., Suite 111 |
Berkeley |
CA |
94705 |
United States of America |
North America |
https://www.linkedin.com/in/jarrett-b-topel-cfp®-msfp-08688a4/ |
|
|
$61M |
|
https://www.linkedin.com/company/topel-&-distasi-wealth-management/ |
https://td-wm.com/ |
At Topel & DiStasi, comprehensive financial planning is the cornerstone of our wealth management approach. We believe that effective planning is an ongoing process that evolves over time through a partnership between client and trusted financial planner, not a one-time, boiler plate production of statistics. We provide our clients with personalized, independent and actionable advice that reflects their specific circumstances and life goals. |
|
| Topel & DiStasi Wealth Management |
Gavin |
DiStasi |
Partner |
(510) 898-1270 |
WM |
gavin@td-wm.com |
|
2907 Claremont Ave., Suite 111 |
Berkeley |
CA |
94705 |
United States of America |
North America |
https://www.linkedin.com/in/gavin-distasi-cdfa-ces-4116b517/ |
|
|
$61M |
|
https://www.linkedin.com/company/topel-&-distasi-wealth-management/ |
https://td-wm.com/ |
At Topel & DiStasi, comprehensive financial planning is the cornerstone of our wealth management approach. We believe that effective planning is an ongoing process that evolves over time through a partnership between client and trusted financial planner, not a one-time, boiler plate production of statistics. We provide our clients with personalized, independent and actionable advice that reflects their specific circumstances and life goals. |
|
| Torch Wealth Management, LLC |
Edward |
Haberer |
President and Owner |
(513) 285-7096 |
WM |
haberere@torchwealth.com |
|
4500 Cooper Road, Suite 201 |
Cincinnati |
OH |
45242 |
United States of America |
North America |
https://www.linkedin.com/in/edward-m-haberer-ab9ab71b/ |
|
|
$243M |
|
|
https://www.torchwealth.com/ |
Torch Wealth Management is a fee only investment management firm dedicated to providing long-term, objective investment management and financial planning. This is accomplished by providing a high level of personal service combined with solid financial advice in a manner that is tailored to each client. |
|
| Torch Wealth Management, LLC |
Donald |
Keller |
Chief Investment Officer and Owner |
(513) 795-1399 |
WM |
kellerd@torchwealth.com |
|
4500 Cooper Road, Suite 201 |
Cincinnati |
OH |
45242 |
United States of America |
North America |
https://www.linkedin.com/in/donald-keller-61993596/ |
|
|
$243M |
|
|
https://www.torchwealth.com/ |
Torch Wealth Management is a fee only investment management firm dedicated to providing long-term, objective investment management and financial planning. This is accomplished by providing a high level of personal service combined with solid financial advice in a manner that is tailored to each client. |
|
| Torch Wealth Management, LLC |
Irene |
Dake |
Chief Compliance Officer and Owner |
(513) 285-7097 |
WM |
dakei@torchwealth.com |
|
4500 Cooper Road, Suite 201 |
Cincinnati |
OH |
45242 |
United States of America |
North America |
https://www.linkedin.com/in/irene-dake-5971a090/ |
|
|
$243M |
|
|
https://www.torchwealth.com/ |
Torch Wealth Management is a fee only investment management firm dedicated to providing long-term, objective investment management and financial planning. This is accomplished by providing a high level of personal service combined with solid financial advice in a manner that is tailored to each client. |
|
| Torch Wealth Management, LLC |
Liz |
Dayter |
Investment Advisor Representative |
(513) 795-1392 |
WM |
daytere@torchwealth.com |
|
4500 Cooper Road, Suite 201 |
Cincinnati |
OH |
45242 |
United States of America |
North America |
https://www.linkedin.com/in/irene-dake-5971a090/ |
|
|
$243M |
|
|
https://www.torchwealth.com/ |
Torch Wealth Management is a fee only investment management firm dedicated to providing long-term, objective investment management and financial planning. This is accomplished by providing a high level of personal service combined with solid financial advice in a manner that is tailored to each client. |
|
| Toro Wealth Management |
Joseph |
Jimenez |
President |
(214) 326-1950 |
WM |
joseph@torowealth.com |
|
5048 Tennyson Parkway Suite 250 |
Plano |
TX |
75024 |
United States of America |
North America |
https://www.linkedin.com/in/torowealth |
|
2.014 |
|
|
https://www.linkedin.com/company/toro-wealth-management |
http://www.torowealth.com/ |
Toro Wealth Management is an Independent Financial Firm whose advisors are associated & affiliated with LPL Financial. |
|
| Toro Wealth Management |
Joseph |
Jimenez |
Senior Wealth Advisor |
(214) 326-1950 |
WM |
joseph@torowealth.com |
|
5048 Tennyson Parkway Suite 250 |
Plano |
TX |
75024 |
United States of America |
North America |
|
|
|
|
|
|
http://www.torowealth.com/ |
Toro Wealth Management is an Independent Financial Firm whose advisors are associated and affiliated with LPL Financial. With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture; someone who can help you define your life goals, establish a comprehensive financial plan, provide strategies focused on your needs, and help you stay on track. |
|
| Total Investment Management, Inc. |
John |
Foster II |
Founder and Chairman |
(800) 962-1180 |
WM |
John.foster@timgt.com |
info@timgt.com |
9383 E Bahia Dr #120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/john-foster-95004837/ |
Airline Industry |
1.991 |
$900M |
|
https://www.linkedin.com/company/total-investment-management/ |
https://www.timgt.com/ |
The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental. We are always trying to improve. |
|
| Total Investment Management, Inc. |
Todd |
Foster |
Chief Executive Officer |
(800) 962-1180 |
WM |
Todd.foster@timgt.com |
info@timgt.com |
9383 E Bahia Dr #120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/todd-m-foster-99a51a46/ |
Airline Industry |
1.991 |
$900M |
|
https://www.linkedin.com/company/total-investment-management/ |
https://www.timgt.com/ |
The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental. We are always trying to improve. |
|
| Total Investment Management, Inc. |
Denise |
Martinez |
Director of Operations |
(800) 962-1180 |
WM |
Denise.martinez@timgt.com |
info@timgt.com |
9383 E Bahia Dr #120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
Airline Industry |
1.991 |
$900M |
|
https://www.linkedin.com/company/total-investment-management/ |
https://www.timgt.com/ |
The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental. We are always trying to improve. |
|
| Total Investment Management, Inc. |
Philip |
Lowe |
Financial Advisor |
(800) 962-1180 |
WM |
Phil.lowe@timgt.com |
info@timgt.com |
9383 E Bahia Dr #120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
Airline Industry |
1.991 |
$900M |
|
https://www.linkedin.com/company/total-investment-management/ |
https://www.timgt.com/ |
The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental. We are always trying to improve. |
|
| Total Investment Management, Inc. |
John |
Greer |
Portfolio Manager |
(800) 962-1180 |
WM |
John.greer@timgt.com |
info@timgt.com |
9383 E Bahia Dr #120 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/johnwilliamgreer/ |
Airline Industry |
1.991 |
$900M |
|
https://www.linkedin.com/company/total-investment-management/ |
https://www.timgt.com/ |
The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental. We are always trying to improve. |
|
| Tower Bridge Advisors |
Maris |
Ogg |
President |
(610) 260-2216 |
WM |
mogg@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
|
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Tower Bridge Advisors |
James |
Meyer |
Principal & Chief Investment Officer |
(610) 260-2220 |
WM |
jmeyer@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/jim-meyer-3114b25/ |
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Tower Bridge Advisors |
Raymond |
Reed |
Principal |
(610) 260-2228 |
WM |
rreed@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/raymond-reed-9aa9b45b/ |
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Tower Bridge Advisors |
Robert |
Whalen |
Principal |
(610) 260-2224 |
WM |
rwhalen@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/robert-whalen-04854378/ |
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Tower Bridge Advisors |
Jeffrey |
Kachel |
CFO, Principal & CTO |
(610) 260-2205 |
WM |
jkachel@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-kachel-5761b029/ |
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Tower Bridge Advisors |
James |
Vogt |
Senior Portfolio Manager |
(610) 260-2214 |
WM |
jvogt@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
|
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Tower Bridge Advisors |
Christopher |
Gildea |
Senior Portfolio Manager |
(610) 260-2235 |
WM |
cgildea@towerbridgeadvisors.com |
nfilippo@towerbridgeadvisors.com |
101 West Elm Street, Suite 355 |
Conshohocken |
PA |
19428 |
United States of America |
North America |
https://www.linkedin.com/in/chris-gildea/ |
|
2.001 |
$1.02B |
|
https://www.linkedin.com/company/tower-bridge-advisors/ |
https://towerbridgeadvisors.com/ |
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client.
* Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
* Employee-owned, which ensures our incentives are aligned with our clients
* 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
* Customized portfolios created to meet each client’s unique needs
* Commitment to outstanding client service |
|
| Towneley Capital Management, Inc. |
Ernie |
Garrett |
Vice President, Investment Services |
(949) 837-3580 |
WM |
ernie@towneley.com |
cgardner@towneley.com |
23197 La Cadena Drive, Suite 103 |
Laguna Hills |
CA |
92653 |
United States of America |
North America |
https://www.linkedin.com/in/ernie-garrett-215b1b4/ |
|
1.971 |
$613M |
egarrett@towneley.com |
https://www.linkedin.com/company/towneley-capital-management-inc-/ |
https://www.towneley.com/ |
Towneley Capital Management, an SEC-registered* independent investment advisory firm, has provided investment counseling, asset management and financial planning services to hundreds of individual and institutional clients on a fee-only basis. Our management history has included individual stock and bond portfolios, a family of publicly traded mutual funds, a trio of hedge funds and multiple mutual fund and ETF strategies. The wisdom gained from our long-term, broad market experience makes us uniquely qualified to advise our clients in all market environments. |
|
| Towneley Capital Management, Inc. |
Tracy |
Kuntz |
President, Board Member |
(949) 837-3580 |
WM |
tracy@towneley.com |
cgardner@towneley.com |
23197 La Cadena Drive, Suite 103 |
Laguna Hills |
CA |
92653 |
United States of America |
North America |
https://www.linkedin.com/in/tracy-kuntz-43a9974/ |
|
1.971 |
$613M |
tkuntz@towneley.com |
https://www.linkedin.com/company/towneley-capital-management-inc-/ |
https://www.towneley.com/ |
Towneley Capital Management, an SEC-registered* independent investment advisory firm, has provided investment counseling, asset management and financial planning services to hundreds of individual and institutional clients on a fee-only basis. Our management history has included individual stock and bond portfolios, a family of publicly traded mutual funds, a trio of hedge funds and multiple mutual fund and ETF strategies. The wisdom gained from our long-term, broad market experience makes us uniquely qualified to advise our clients in all market environments. |
|
| Towneley Capital Management, Inc. |
Shannon |
Torrez |
Investment Director |
(949) 837-3580 |
WM |
STorrez@towneley.com |
cgardner@towneley.com |
23197 La Cadena Drive, Suite 103 |
Laguna Hills |
CA |
92653 |
United States of America |
North America |
|
|
1.971 |
$613M |
|
https://www.linkedin.com/company/towneley-capital-management-inc-/ |
https://www.towneley.com/ |
Towneley Capital Management, an SEC-registered* independent investment advisory firm, has provided investment counseling, asset management and financial planning services to hundreds of individual and institutional clients on a fee-only basis. Our management history has included individual stock and bond portfolios, a family of publicly traded mutual funds, a trio of hedge funds and multiple mutual fund and ETF strategies. The wisdom gained from our long-term, broad market experience makes us uniquely qualified to advise our clients in all market environments. |
|
| Townsquare Capital |
Kurt |
Brown |
Chief Investment Officer |
(385) 375-8650 |
WM |
kurt@townsquarecapital.com |
contact@townsquarecapital.com |
5314 River Run Drive, Suite 210 |
Provo |
UT |
84604 |
United States of America |
North America |
https://www.linkedin.com/in/kurtbrown2/ |
|
|
|
|
https://www.linkedin.com/company/townsquare-capital/ |
https://www.townsquarecapital.com/ |
TownSquare Capital is nn independent, turn-key asset management platform for family offices, wealth advisors, corporations, governments and foundations. We arm our clients with best-of-breed, competitive, and strategically unique investment strategies. We adhere to the time-tested philosophy that there are no shortcuts or gimmicks to wealth creation - - great investing is the result of buying high-quality assets at compelling prices. Each investment strategy and money manager added to the TownSquare platform passes a strict set of criteria prior to approval including:
* A 15-year minimum track record of success against their peers
* Top ranked performance over time
* A semi-concentrated portfolio (ie, their ‘best ideas’)
* High active share (they are good at picking securities that outperform)
* Tax friendly management (lower excess trading and turnover)
* A fundamental, bottoms-up approach to investing (they have a keen understanding of exactly what they own and why) |
|
| Townsquare Capital |
Erica |
West |
Head of Operations |
(385) 375-8650 |
WM |
erica@townsquarecapital.com |
contact@townsquarecapital.com |
5314 River Run Drive, Suite 210 |
Provo |
UT |
84604 |
United States of America |
North America |
https://www.linkedin.com/in/erica-west-10b54011a/ |
|
|
|
|
https://www.linkedin.com/company/townsquare-capital/ |
https://www.townsquarecapital.com/ |
TownSquare Capital is nn independent, turn-key asset management platform for family offices, wealth advisors, corporations, governments and foundations. We arm our clients with best-of-breed, competitive, and strategically unique investment strategies. We adhere to the time-tested philosophy that there are no shortcuts or gimmicks to wealth creation - - great investing is the result of buying high-quality assets at compelling prices. Each investment strategy and money manager added to the TownSquare platform passes a strict set of criteria prior to approval including:
* A 15-year minimum track record of success against their peers
* Top ranked performance over time
* A semi-concentrated portfolio (ie, their ‘best ideas’)
* High active share (they are good at picking securities that outperform)
* Tax friendly management (lower excess trading and turnover)
* A fundamental, bottoms-up approach to investing (they have a keen understanding of exactly what they own and why) |
|
| Trailhead Wealth Management, LLC |
Bryan |
Pieper |
Partner, SR PIM Portfolio Manager |
(720) 625-3311 |
WM |
bryan@trailheadwm.com |
|
801 Main Street, Suite 300 |
Louisville |
CO |
80027 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-pieper-4336356/ |
|
|
|
|
|
https://www.trailheadwm.com/ |
Trailhead Wealth Management is a private wealth management firm located on the third floor of the State Mercantile building on Main Street. Our mission is to help our clients achieve their ideal quality of life. Wherever you are on your life's "hike," we've seen the trail and can guide you along your way to help make it as enjoyable as possible. |
|
| Trailhead Wealth Management, LLC |
Gregory |
Stringari |
Partner, SR PIM Portfolio Manager |
(720) 625-3312 |
WM |
Greg@trailheadwm.com |
|
801 Main Street, Suite 300 |
Louisville |
CO |
80027 |
United States of America |
North America |
https://www.linkedin.com/in/gregstringari/ |
|
|
|
|
|
https://www.trailheadwm.com/ |
Trailhead Wealth Management is a private wealth management firm located on the third floor of the State Mercantile building on Main Street. Our mission is to help our clients achieve their ideal quality of life. Wherever you are on your life's "hike," we've seen the trail and can guide you along your way to help make it as enjoyable as possible. |
|
| Trailhead Wealth Management, LLC |
Audrey |
Ingram |
Operations Manager |
(720) 625-3315 |
WM |
Audrey@trailheadwm.com |
|
801 Main Street, Suite 300 |
Louisville |
CO |
80027 |
United States of America |
North America |
|
|
|
|
|
|
https://www.trailheadwm.com/ |
Trailhead Wealth Management is a private wealth management firm located on the third floor of the State Mercantile building on Main Street. Our mission is to help our clients achieve their ideal quality of life. Wherever you are on your life's "hike," we've seen the trail and can guide you along your way to help make it as enjoyable as possible. |
|
| Trailhead Wealth Management, LLC |
Ryan |
Holocher |
Vice President, Senior Financial Advisor |
(720) 625-3316 |
WM |
ryan@trailheadwm.com |
|
801 Main Street, Suite 300 |
Louisville |
CO |
80027 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-holocher-crpc®-6b17642a/ |
|
|
|
|
|
https://www.trailheadwm.com/ |
Trailhead Wealth Management is a private wealth management firm located on the third floor of the State Mercantile building on Main Street. Our mission is to help our clients achieve their ideal quality of life. Wherever you are on your life's "hike," we've seen the trail and can guide you along your way to help make it as enjoyable as possible. |
|
| Trailhead Wealth Management, LLC |
Kristy |
Tochihara |
Director |
(720) 625-3334 |
WM |
kristy@trailheadwm.com |
|
801 Main Street, Suite 300 |
Louisville |
CO |
80027 |
United States of America |
North America |
https://www.linkedin.com/in/kristytochihara/ |
|
|
|
|
|
https://www.trailheadwm.com/ |
Trailhead Wealth Management is a private wealth management firm located on the third floor of the State Mercantile building on Main Street. Our mission is to help our clients achieve their ideal quality of life. Wherever you are on your life's "hike," we've seen the trail and can guide you along your way to help make it as enjoyable as possible. |
|
| Trajan Wealth |
Jeff |
Junior |
Founder & CEO |
(480) 990-3300 |
WM |
jeff@trajanwealth.com |
info@trajanwealth.com |
7702 E Doubletree Ranch Road Suite 100 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-junior-2655a813/ |
|
|
|
|
https://www.linkedin.com/company/trajan-wealth-llc/ |
https://trajanwealth.com/ |
Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help navigate the ever changing economic landscape. |
|
| Transformative Wealth Management, LLC |
Allan |
Moskowitz |
Principal |
(510) 524-5500 |
WM |
allan@transformativewealthmgt.com |
|
6317 Fairmount Avenue |
El Cerrito |
CA |
94530 |
United States of America |
North America |
https://www.linkedin.com/in/allan-moskowitz-cfp-aif-2a535b19/ |
|
2.016 |
$29M |
|
https://www.linkedin.com/company/transformative-wealth-management-llc/ |
https://www.transformativewealthmgt.com/ |
Transformative Wealth Management is a Fee-Only CA Registered Investment Advisory Firm specializing in Sustainable, Responsible, Impact (SRI) investments. We love helping people and are deeply concerned about the kind of world we want to leave for our children and future generations. We must think and invest for the long-term and look at the big picture. We believe money has tremendous power for good or bad. |
|
| Transport Capital |
Philip |
Clausius |
Founder & Managing Partner |
65 6715 7190 |
WM |
pc@transportcapital.com |
enquiry@transportcapital.com |
1 Maritime Square #09-34 Harbourfront Centre |
Singapore |
|
099253 |
Singapore |
Asia |
https://www.linkedin.com/in/philip-clausius-19a964b/ |
|
2.013 |
|
|
https://www.linkedin.com/company/transportcapital/?originalSubdomain=sg |
https://transportcapital.com/ |
Transport Capital is an investment management and advisory company focused on the global transportation industry. The firm is headquartered in Singapore with further offices in Hamburg (Germany) and Athens (Greece). Transport Capital is the exclusive lending agent for German DekaBank in Asia (for shipping & aviation) and Greece (for shipping). Transport Capital cooperates with institutional investors and has an extensive track record for raising equity and debt in the international financial markets. |
|
| Transport Capital |
Soeren |
Ferre |
Partner & Head of Aviation |
65 6715 7190 |
WM |
sf@transportcapital.com |
enquiry@transportcapital.com |
1 Maritime Square #09-34 Harbourfront Centre |
Singapore |
|
099253 |
Singapore |
Asia |
https://www.linkedin.com/in/ferre-soeren-0870372b/ |
|
2.013 |
|
|
https://www.linkedin.com/company/transportcapital/?originalSubdomain=sg |
https://transportcapital.com/ |
Transport Capital is an investment management and advisory company focused on the global transportation industry. The firm is headquartered in Singapore with further offices in Hamburg (Germany) and Athens (Greece). Transport Capital is the exclusive lending agent for German DekaBank in Asia (for shipping & aviation) and Greece (for shipping). Transport Capital cooperates with institutional investors and has an extensive track record for raising equity and debt in the international financial markets. |
|
| Transport Capital |
Joshua |
Politis |
Partner & Head of Offshore |
65 6715 7190 |
WM |
jp@transportcapital.com |
enquiry@transportcapital.com |
1 Maritime Square #09-34 Harbourfront Centre |
Singapore |
|
099253 |
Singapore |
Asia |
https://www.linkedin.com/in/joshuapolitis/ |
|
2.013 |
|
|
https://www.linkedin.com/company/transportcapital/?originalSubdomain=sg |
https://transportcapital.com/ |
Transport Capital is an investment management and advisory company focused on the global transportation industry. The firm is headquartered in Singapore with further offices in Hamburg (Germany) and Athens (Greece). Transport Capital is the exclusive lending agent for German DekaBank in Asia (for shipping & aviation) and Greece (for shipping). Transport Capital cooperates with institutional investors and has an extensive track record for raising equity and debt in the international financial markets. |
|
| Transport Capital |
Kwa Lay |
San |
Partner & Head of Portfolio Management |
65 6715 7190 |
WM |
kls@transportcapital.com |
enquiry@transportcapital.com |
1 Maritime Square #09-34 Harbourfront Centre |
Singapore |
|
099253 |
Singapore |
Asia |
|
|
2.013 |
|
|
https://www.linkedin.com/company/transportcapital/?originalSubdomain=sg |
https://transportcapital.com/ |
Transport Capital is an investment management and advisory company focused on the global transportation industry. The firm is headquartered in Singapore with further offices in Hamburg (Germany) and Athens (Greece). Transport Capital is the exclusive lending agent for German DekaBank in Asia (for shipping & aviation) and Greece (for shipping). Transport Capital cooperates with institutional investors and has an extensive track record for raising equity and debt in the international financial markets. |
|
| Transport Capital |
Cheong Chee |
Tham |
Partner & CFO |
65 6715 7190 |
WM |
cct@transportcapital.com |
enquiry@transportcapital.com |
1 Maritime Square #09-34 Harbourfront Centre |
Singapore |
|
099253 |
Singapore |
Asia |
|
|
|
|
|
https://www.linkedin.com/company/transportcapital/?originalSubdomain=sg |
https://transportcapital.com/ |
Transport Capital is an investment management and advisory company focused on the global transportation industry. The firm is headquartered in Singapore with further offices in Hamburg (Germany) and Athens (Greece). Transport Capital is the exclusive lending agent for German DekaBank in Asia (for shipping & aviation) and Greece (for shipping). Transport Capital cooperates with institutional investors and has an extensive track record for raising equity and debt in the international financial markets. |
|
| Trapani Financial Wealth Management & Insurance Services |
Michael |
Trapani |
Wealth Management Advisor |
(213) 243-7090 |
WM |
mike.trapani@nm.com |
trapanifinancial@nm.com |
515 S Flower St., Fl 34 |
Los Angeles |
CA |
90071 |
United States of America |
North America |
|
|
|
|
|
|
http://trapanifinancial.nm.com/ |
Trapani Calvert, Wealth Management and Insurance Services has a depth of knowledge and experience in many aspects of personal, estate, and business planning. We work closely with our clients to look holistically at their goals, objectives, and planning needs. We use this information to create and track a financial game plan which includes risk planning, monitoring of both pre-tax and after-tax savings goals, investment management, retirement distribution, and estate planning. We work with our clients on a multi-generational level and provide continuity for many years, including through retirement and helping to ensure the financial success of each generation. |
|
| Trapani Financial Wealth Management & Insurance Services |
John Michael |
Trapani |
Wealth Management Advisor |
(213) 243-7122 |
WM |
john.trapani@nm.com |
trapanifinancial@nm.com |
515 S Flower St., Fl 34 |
Los Angeles |
CA |
90071 |
United States of America |
North America |
https://www.linkedin.com/in/john-trapani-cfp-3a023231 |
|
|
|
|
|
http://trapanifinancial.nm.com/ |
Trapani Calvert, Wealth Management and Insurance Services has a depth of knowledge and experience in many aspects of personal, estate, and business planning. We work closely with our clients to look holistically at their goals, objectives, and planning needs. We use this information to create and track a financial game plan which includes risk planning, monitoring of both pre-tax and after-tax savings goals, investment management, retirement distribution, and estate planning. We work with our clients on a multi-generational level and provide continuity for many years, including through retirement and helping to ensure the financial success of each generation. |
|
| Trapani Financial Wealth Management & Insurance Services |
John |
Calvert |
Wealth Management Advisor |
Direct: (213) 243-7137, Mobile: (213) 910-9810 |
WM |
john.calvert@nm.com |
trapanifinancial@nm.com |
515 S Flower St., Fl 34 |
Los Angeles |
CA |
90071 |
United States of America |
North America |
https://www.linkedin.com/in/johnrcalvert/ |
|
|
|
|
|
http://trapanifinancial.nm.com/ |
Trapani Calvert, Wealth Management and Insurance Services has a depth of knowledge and experience in many aspects of personal, estate, and business planning. We work closely with our clients to look holistically at their goals, objectives, and planning needs. We use this information to create and track a financial game plan which includes risk planning, monitoring of both pre-tax and after-tax savings goals, investment management, retirement distribution, and estate planning. We work with our clients on a multi-generational level and provide continuity for many years, including through retirement and helping to ensure the financial success of each generation. |
|
| Trapani Financial Wealth Management & Insurance Services |
Alexander |
Schneider |
Associate Financial Representative |
(310) 903-5050 |
WM |
alex.schneider@nm.com |
trapanifinancial@nm.com |
515 S Flower St., Fl 34 |
Los Angeles |
CA |
90071 |
United States of America |
North America |
|
|
|
|
|
|
http://trapanifinancial.nm.com/ |
Trapani Calvert, Wealth Management and Insurance Services has a depth of knowledge and experience in many aspects of personal, estate, and business planning. We work closely with our clients to look holistically at their goals, objectives, and planning needs. We use this information to create and track a financial game plan which includes risk planning, monitoring of both pre-tax and after-tax savings goals, investment management, retirement distribution, and estate planning. We work with our clients on a multi-generational level and provide continuity for many years, including through retirement and helping to ensure the financial success of each generation. |
|
| Trapani Financial Wealth Management & Insurance Services |
Quan |
Luong |
Associate Wealth Management Advisor |
(213) 243-7092 |
WM |
quan.luong@nm.com |
trapanifinancial@nm.com |
515 S Flower St., Fl 34 |
Los Angeles |
CA |
90071 |
United States of America |
North America |
|
|
|
|
|
|
http://trapanifinancial.nm.com/ |
Trapani Calvert, Wealth Management and Insurance Services has a depth of knowledge and experience in many aspects of personal, estate, and business planning. We work closely with our clients to look holistically at their goals, objectives, and planning needs. We use this information to create and track a financial game plan which includes risk planning, monitoring of both pre-tax and after-tax savings goals, investment management, retirement distribution, and estate planning. We work with our clients on a multi-generational level and provide continuity for many years, including through retirement and helping to ensure the financial success of each generation. |
|
| Traphagen CPAs & Wealth Advisors |
Robert |
Traphagen |
Managing Partner |
(201) 262-1040 |
WM |
robert@tfgllc.com |
info@tfgllc.com |
234 Kinderkamack Road |
Oradell |
NJ |
07649 |
United States of America |
North America |
https://www.linkedin.com/in/robert-traphagen-cpa-cgma-84b7a022/ |
|
1.970 |
|
|
https://www.linkedin.com/company/traphagen-financial-group/ |
https://tfgllc.com/ |
Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ. For nearly 50 years, Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in taxation, financial reporting & consulting services, including financing and M&A; our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services. As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals. |
|
| Traphagen CPAs & Wealth Advisors |
James |
Lawrence |
Partner |
(201) 262-1040 |
WM |
jim@tfgllc.com |
info@tfgllc.com |
234 Kinderkamack Road |
Oradell |
NJ |
07649 |
United States of America |
North America |
https://www.linkedin.com/in/jim-lawrence-cpa-ccps-801a4016/ |
|
1.970 |
|
|
https://www.linkedin.com/company/traphagen-financial-group/ |
https://tfgllc.com/ |
Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ. For nearly 50 years, Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in taxation, financial reporting & consulting services, including financing and M&A; our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services. As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals. |
|
| Traphagen CPAs & Wealth Advisors |
Christopher |
Chudyk |
Partner |
(201) 262-1040 |
WM |
chris@tfgllc.com |
info@tfgllc.com |
234 Kinderkamack Road |
Oradell |
NJ |
07649 |
United States of America |
North America |
https://www.linkedin.com/in/chris-chudyk/ |
|
1.970 |
|
|
https://www.linkedin.com/company/traphagen-financial-group/ |
https://tfgllc.com/ |
Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ. For nearly 50 years, Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in taxation, financial reporting & consulting services, including financing and M&A; our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services. As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals. |
|
| Traphagen CPAs & Wealth Advisors |
Joseph |
DeLorenzo |
Principal |
(201) 262-1040 |
WM |
joseph@tfgllc.com |
info@tfgllc.com |
234 Kinderkamack Road |
Oradell |
NJ |
07649 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-delorenzo-cpa-3a78b940/ |
|
1.970 |
|
|
https://www.linkedin.com/company/traphagen-financial-group/ |
https://tfgllc.com/ |
Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ. For nearly 50 years, Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in taxation, financial reporting & consulting services, including financing and M&A; our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services. As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals. |
|
| Tree City Advisors, LLC |
Brian |
Wiley |
Financial Advisor |
(208) 888-1244 |
WM |
brian@treecityadvisors.com |
|
1673 W Shoreline Drive, Suite 140 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
$104.1M |
|
|
https://www.treecityadvisors.com/ |
Tree City Advisors is a financial advisor company located in Boise, Idaho. The company controls $104.1 million in assets under management throughout 551 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group of seven employees, of which four are financial advisors. Tree City Advisors, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. |
|
| Tree City Advisors, LLC |
Alexandra |
Lundgren |
Financial Advisor |
(208) 888-1244 |
WM |
alex@treecityadvisors.com |
|
1673 W Shoreline Drive, Suite 140 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/alexandralundgren/ |
|
|
$104.1M |
|
|
https://www.treecityadvisors.com/ |
Tree City Advisors is a financial advisor company located in Boise, Idaho. The company controls $104.1 million in assets under management throughout 551 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group of seven employees, of which four are financial advisors. Tree City Advisors, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. |
|
| Tree City Advisors, LLC |
Jeremiah |
Bates |
Financial Advisor |
(208) 888-1244 |
WM |
jeremiah@treecityadvisors.com |
|
1673 W Shoreline Drive, Suite 140 |
Boise |
ID |
83702 |
United States of America |
North America |
|
|
|
$104.1M |
|
|
https://www.treecityadvisors.com/ |
Tree City Advisors is a financial advisor company located in Boise, Idaho. The company controls $104.1 million in assets under management throughout 551 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group of seven employees, of which four are financial advisors. Tree City Advisors, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. |
|
| Treybourne Wealth Planners, Inc. |
Martin |
Armbruster |
Founding Principal |
(312) 300-0800 |
WM |
mja@treybournewealth.com |
info@treybournewealth.com |
231 South LaSalle Street, Suite 2100 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/martin-armbruster-36948410/ |
|
1.983 |
|
|
https://www.linkedin.com/company/treybourne-wealth |
https://treybournewealth.com/ |
At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams. A fee-only registered investment advisor (RIA), we offer customized wealth management, investment management, retirement planning, and tax planning services to our clients in Indiana, Illinois, and across multiple states.
Treybourne Wealth Planners has offices in both Indiana and Illinois. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity. |
|
| Treybourne Wealth Planners, Inc. |
Stephanie |
Willison |
Principal |
(312) 300-0800 |
WM |
slw@treybournewealth.com |
info@treybournewealth.com |
231 South LaSalle Street, Suite 2100 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/stephaniewillison/ |
|
1.983 |
|
|
https://www.linkedin.com/company/treybourne-wealth |
https://treybournewealth.com/ |
At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams. A fee-only registered investment advisor (RIA), we offer customized wealth management, investment management, retirement planning, and tax planning services to our clients in Indiana, Illinois, and across multiple states.
Treybourne Wealth Planners has offices in both Indiana and Illinois. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity. |
|
| Treybourne Wealth Planners, Inc. |
Brian |
Rykovich |
Advisor |
(312) 300-0800 |
WM |
btr@treybournewealth.com |
info@treybournewealth.com |
231 South LaSalle Street, Suite 2100 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/brian-rykovich-cfp®-09bb13a/ |
|
1.983 |
|
|
https://www.linkedin.com/company/treybourne-wealth |
https://treybournewealth.com/ |
At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams. A fee-only registered investment advisor (RIA), we offer customized wealth management, investment management, retirement planning, and tax planning services to our clients in Indiana, Illinois, and across multiple states.
Treybourne Wealth Planners has offices in both Indiana and Illinois. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity. |
|
| Treybourne Wealth Planners, Inc. |
Tracy |
Bousky |
Lead Advisor |
(312) 300-0800 |
WM |
tmb@treybournewealth.com |
info@treybournewealth.com |
231 South LaSalle Street, Suite 2100 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/tracybousky/ |
|
1.983 |
|
|
https://www.linkedin.com/company/treybourne-wealth |
https://treybournewealth.com/ |
At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams. A fee-only registered investment advisor (RIA), we offer customized wealth management, investment management, retirement planning, and tax planning services to our clients in Indiana, Illinois, and across multiple states.
Treybourne Wealth Planners has offices in both Indiana and Illinois. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity. |
|
| Treybourne Wealth Planners, Inc. |
Chase |
Ying Huang |
Advisor |
(312) 300-0800 |
WM |
cyh@treybournewealth.com |
info@treybournewealth.com |
231 South LaSalle Street, Suite 2100 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/chase-ying-huang-cfp®-82849673/ |
|
1.983 |
|
|
https://www.linkedin.com/company/treybourne-wealth |
https://treybournewealth.com/ |
At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams. A fee-only registered investment advisor (RIA), we offer customized wealth management, investment management, retirement planning, and tax planning services to our clients in Indiana, Illinois, and across multiple states.
Treybourne Wealth Planners has offices in both Indiana and Illinois. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity. |
|
| Treybourne Wealth Planners, Inc. |
Brett |
Spencer |
Advisor Associate |
(312) 300-0800 |
WM |
jlb@treybournewealth.com |
info@treybournewealth.com |
231 South LaSalle Street, Suite 2100 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/bspencer1/ |
|
1.983 |
|
|
https://www.linkedin.com/company/treybourne-wealth |
https://treybournewealth.com/ |
At Treybourne Wealth Planners, we focus on helping individuals, families, and business owners at all stages of life achieve their financial dreams. A fee-only registered investment advisor (RIA), we offer customized wealth management, investment management, retirement planning, and tax planning services to our clients in Indiana, Illinois, and across multiple states.
Treybourne Wealth Planners has offices in both Indiana and Illinois. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity. |
|
| Triasima Portfolio Management |
Andre |
Chabot |
Founding Partner, CEO and CIO |
(514) 906-0667 |
WM |
andre.chabot@triasima.com |
|
900 de Maisonneuve Blvd. West Suite 2520 |
Montreal |
QC |
H3A 0A8 |
Canada |
North America |
https://www.linkedin.com/in/andré-chabot-11342322/ |
|
2.000 |
$4 billion |
|
https://www.linkedin.com/company/triasima-portfolio-management/ |
https://triasima.com/ |
Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of about 200 institutional and individual investors. |
|
| Triasima Portfolio Management |
Scott |
Collins |
Founding Partner and Portfolio Manager |
(514) 906-0667 |
WM |
scollins@triasima.com |
|
900 de Maisonneuve Blvd. West Suite 2520 |
Montreal |
QC |
H3A 0A8 |
Canada |
North America |
https://www.linkedin.com/in/scott-collins-cfa-8b829981/ |
|
2.000 |
$4 billion |
|
https://www.linkedin.com/company/triasima-portfolio-management/ |
https://triasima.com/ |
Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of about 200 institutional and individual investors. |
|
| Triasima Portfolio Management |
Redounae |
Khireddine |
Founding Partner and Portfolio Manager |
(514) 906-0667 |
WM |
rkhireddine@triasima.com |
|
900 de Maisonneuve Blvd. West Suite 2520 |
Montreal |
QC |
H3A 0A8 |
Canada |
North America |
https://www.linkedin.com/in/redouane-khireddine-8604445/ |
|
2.000 |
$4 billion |
|
https://www.linkedin.com/company/triasima-portfolio-management/ |
https://triasima.com/ |
Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of about 200 institutional and individual investors. |
|
| Triasima Portfolio Management |
Edward |
Antczak |
Portfolio Manager |
(514) 906-0667 |
WM |
eantczak@triasima.com |
|
900 de Maisonneuve Blvd. West Suite 2520 |
Montreal |
QC |
H3A 0A8 |
Canada |
North America |
https://www.linkedin.com/in/edward-antczak-4584bb175/ |
|
2.000 |
$4 billion |
|
https://www.linkedin.com/company/triasima-portfolio-management/ |
https://triasima.com/ |
Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of about 200 institutional and individual investors. |
|
| Triasima Portfolio Management |
Mathieu |
Tanguay |
President, Senior Partner, and Chief Compliance Officer |
(514) 906-0667 |
WM |
mtanguay@triasima.com |
|
900 de Maisonneuve Blvd. West Suite 2520 |
Montreal |
QC |
H3A 0A8 |
Canada |
North America |
https://www.linkedin.com/in/mathieu-tanguay-cfa-17998324/ |
|
2.000 |
$4 billion |
|
https://www.linkedin.com/company/triasima-portfolio-management/ |
https://triasima.com/ |
Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of about 200 institutional and individual investors. |
|
| Tribeca Financial, LLC |
Ryan |
Ricedorff |
Senior Wealth Advisor |
(480) 553-6247 |
WM |
ryan.ricedorff@tribecafinancial.us |
|
1635 N. Greenfield Rd., Suite 115 |
Mesa |
AZ |
85205 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-ricedorff-cfp®-015220a/ |
|
|
|
|
|
www.tribecafinancial.co |
Tribeca Financial, LLC is a fee-only Registered Investment Advisor (RIA) Firm that is committed to helping our clients improve their long-term financial goals. Our tailored programs are designed to grow and preserve our clients wealth by delivering personalized service. |
|
| Tricor Pacific Captial |
Rod |
Senft |
Chairman |
(604) 646-4363 |
WM |
rsenft@tricorpacific.com |
shaaksma@tricorpacific.com |
1111 West Hastings St., Suite 200 |
Vancouver |
BC |
V6E 2J3 |
Canada |
North America |
https://www.linkedin.com/in/rod-senft-46058941/ |
|
1.996 |
|
|
https://www.linkedin.com/company/tricor-pacific-capital-inc |
http://www.tricorpacific.com/ |
We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. |
|
| Tricor Pacific Captial |
Shawn |
Lewis |
President & Managing Director |
(604) 646-4370 |
WM |
slewis@tricorpacific.com |
shaaksma@tricorpacific.com |
1111 West Hastings St., Suite 200 |
Vancouver |
BC |
V6E 2J3 |
Canada |
North America |
https://www.linkedin.com/in/shawnlewis1/ |
|
1.996 |
|
|
https://www.linkedin.com/company/tricor-pacific-capital-inc |
http://www.tricorpacific.com/ |
We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. |
|
| Tricor Pacific Captial |
Trevor |
Johnstone |
Senior Advisor |
(604) 646-4364 |
WM |
tjohnstone@tricorpacific.com |
shaaksma@tricorpacific.com |
1111 West Hastings St., Suite 200 |
Vancouver |
BC |
V6E 2J3 |
Canada |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/tricor-pacific-capital-inc |
http://www.tricorpacific.com/ |
We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. |
|
| Tricor Pacific Captial |
Mark |
Townsend |
Principal, Diversified Investments |
(604) 908-7974 |
WM |
mtownsend@tricorpacific.com |
shaaksma@tricorpacific.com |
1111 West Hastings St., Suite 200 |
Vancouver |
BC |
V6E 2J3 |
Canada |
North America |
https://www.linkedin.com/in/marktownsend12/ |
|
1.996 |
|
|
https://www.linkedin.com/company/tricor-pacific-capital-inc |
http://www.tricorpacific.com/ |
We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. |
|
| Tricor Pacific Captial |
Chuck |
Cosma |
Principal, Diversified Investments |
(604) 362-7242 |
WM |
ccosman@tricorpacific.com |
shaaksma@tricorpacific.com |
1111 West Hastings St., Suite 200 |
Vancouver |
BC |
V6E 2J3 |
Canada |
North America |
|
|
1.996 |
|
|
https://www.linkedin.com/company/tricor-pacific-capital-inc |
http://www.tricorpacific.com/ |
We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. |
|
| Tricor Pacific Captial |
Gary |
Grewal |
Controller |
(778) 322-7094 |
WM |
ggrewal@tricorpacific.com |
shaaksma@tricorpacific.com |
1111 West Hastings St., Suite 200 |
Vancouver |
BC |
V6E 2J3 |
Canada |
North America |
https://www.linkedin.com/in/grewal1/ |
|
1.996 |
|
|
https://www.linkedin.com/company/tricor-pacific-capital-inc |
http://www.tricorpacific.com/ |
We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. |
|
| Trillium SA |
Marc |
Amyot |
Chief Executive Officer |
41 223 188 440 |
WM |
marc.amyot@trillium.ch |
trillium@trillium.ch |
P.O. Box 311, 75-77, avenue de Champel |
Geneva 12 |
|
1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/marc-amyot/ |
|
2.002 |
$4.2B |
|
https://www.linkedin.com/company/trillium-sa |
http://www.trillium.ch/ |
Trillium is a fully registered Swiss independent asset management company based in Geneva. Trillium specialises as an asset management and investment advisory company. Trillium holds an asset management licence from the Swiss Financial Market Supervisory Authority, FINMA, under the Collective investment schemes act (CISA). Trillium is also the promoter and manager of the Swiss regulated umbrella fund Manavest, which includes several compartments dedicated to key asset classes such as Equities, Fixed Income, Multi-asset and Alternative UCITS. |
|
| Trimp Wealth Management Inc. |
Patrick |
Trimp |
Owner |
(208) 542-0161 |
WM |
patrick.trimp@wfafinet.com |
|
1355 Fremont Ave. |
Idaho Falls |
ID |
83402 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-trimp-cfp®-62806b19/ |
|
2.008 |
|
|
|
https://fa.wellsfargoadvisors.com/trimp-wealth-management/ |
Trimp Wealth Management is dedicated to helping individuals, families, and small businesses reach their immediate financial needs as well as their long-term goals through education, strategic planning, and a commitment to success. Just as a lighthouse serves as a navigational aid to boats in treacherous waters, Trimp Wealth Management strives to be a source of navigation and light to clients in the financial industry. Rooted in a strong conviction and desire to do business the right way, we value high ethical standards and respect for our clients in all that we do. At Trimp Wealth Management you will find that we work to combine your personal values and goals into a comprehensive investment plan of action, implementation, and review. Our heart-felt commitment to putting our clients’ needs first drives our high-level, professional approach to financial services. Our vision is to be the source for our clients and our community for sound financial advice rooted in sensible strategies delivered by caring, committed professionals. |
|
| Trimp Wealth Management Inc. |
Jack |
Trimp |
Co-Founder |
(208) 542-0161 |
WM |
jack.trimp@wfafinet.com |
|
1355 Fremont Ave. |
Idaho Falls |
ID |
83402 |
United States of America |
North America |
https://www.linkedin.com/in/jack-trimp-33533516a/ |
|
2.008 |
|
|
|
https://fa.wellsfargoadvisors.com/trimp-wealth-management/ |
Trimp Wealth Management is dedicated to helping individuals, families, and small businesses reach their immediate financial needs as well as their long-term goals through education, strategic planning, and a commitment to success. Just as a lighthouse serves as a navigational aid to boats in treacherous waters, Trimp Wealth Management strives to be a source of navigation and light to clients in the financial industry. Rooted in a strong conviction and desire to do business the right way, we value high ethical standards and respect for our clients in all that we do. At Trimp Wealth Management you will find that we work to combine your personal values and goals into a comprehensive investment plan of action, implementation, and review. Our heart-felt commitment to putting our clients’ needs first drives our high-level, professional approach to financial services. Our vision is to be the source for our clients and our community for sound financial advice rooted in sensible strategies delivered by caring, committed professionals. |
|
| Trinity Financial Advisors, LLC |
Ellen |
Dowling |
Senior Financial Advisor |
(312) 245-1300 |
WM |
ellen.dowling@tfa-llc.com |
info@tfa-llc.com |
541 N. Fairbanks Ct. Suite 1060 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/ellendowling1/ |
|
1.999 |
$198M |
|
https://www.linkedin.com/company/trinity-financial-advisors-llc/ |
http://www.tfa-llc.com/ |
Trinity Financial Advisors, LLC provides financial planning, investment management and income tax preparation services for our clients on a fee-only basis. As fiduciaries, we provide these services with objectivity and independence. It is our goal to promote long-term relationships that continue from generation to generation. |
|
| Trinity Financial Advisors, LLC |
John |
Wimbiscus |
Principal |
(312) 245-1300 |
WM |
john.wimbiscus@tfa-llc.com |
info@tfa-llc.com |
541 N. Fairbanks Ct., Suite 1060 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/john-wimbiscus-cfp-rlp-0034225/ |
|
1.999 |
$198M |
|
https://www.linkedin.com/company/trinity-financial-advisors-llc/ |
http://www.tfa-llc.com/ |
Trinity Financial Advisors, LLC provides financial planning, investment management and income tax preparation services for our clients on a fee-only basis. As fiduciaries, we provide these services with objectivity and independence. It is our goal to promote long-term relationships that continue from generation to generation. |
|
| Trinity Financial Advisors, LLC |
Julie |
Pokorny |
Office Manager |
(312) 245-1300 |
WM |
julie.pokorny@tfa-llc.com |
info@tfa-llc.com |
541 N. Fairbanks Ct., Suite 1060 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/julie-pokorny-02301922/ |
|
1.999 |
$198M |
|
https://www.linkedin.com/company/trinity-financial-advisors-llc/ |
http://www.tfa-llc.com/ |
Trinity Financial Advisors, LLC provides financial planning, investment management and income tax preparation services for our clients on a fee-only basis. As fiduciaries, we provide these services with objectivity and independence. It is our goal to promote long-term relationships that continue from generation to generation. |
|
| Trinity Wealth Management Group, Inc |
Adam |
Parks |
President, Financial Adviso |
(847) 917-9954 |
WM |
Adam@TrinityWmg.com |
info@Trinitywmg.com |
3903 Northdale Boulevard Suite 100E |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/adam-d-parks-aif®-10a0477/ |
|
2.015 |
|
|
https://www.linkedin.com/company/trinity-wealth-management-group/ |
https://www.trinitywmg.com/ |
Trinity Wealth Management Group is a Private Wealth Management group committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times. |
|
| Trinity Wealth Management Group, Inc |
Michael |
Busler |
Financial Advisor |
(860) 906-8234 |
WM |
Michael.Busler@trinitywmg.com |
info@Trinitywmg.com |
3903 Northdale Boulevard Suite 100E |
Tampa |
FL |
33624 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/trinity-wealth-management-group/ |
https://www.trinitywmg.com/ |
Trinity Wealth Management Group is a Private Wealth Management group committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times. |
|
| Trinity Wealth Management Group, Inc |
Allen |
Keller |
Financial Advisor |
(813) 447-8211 |
WM |
Allen@Trinitywmg.com |
info@Trinitywmg.com |
3903 Northdale Boulevard Suite 100E |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/allenkeller/ |
|
2.015 |
|
|
https://www.linkedin.com/company/trinity-wealth-management-group/ |
https://www.trinitywmg.com/ |
Trinity Wealth Management Group is a Private Wealth Management group committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times. |
|
| Trinity Wealth Management Group, Inc |
Brian |
Fuller |
Financial Advisor |
(630) 991-6221 |
WM |
Brian@TrinityWMG.com |
info@Trinitywmg.com |
3903 Northdale Boulevard Suite 100E |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/brianlfullerjr/ |
|
2.015 |
|
|
https://www.linkedin.com/company/trinity-wealth-management-group/ |
https://www.trinitywmg.com/ |
Trinity Wealth Management Group is a Private Wealth Management group committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times. |
|
| True Capital Management |
Doug |
Raetz |
CEO |
(415) 538-3600 |
WM |
doug@truecapitalmgmt.com |
info@truecapitalmgmt.com |
101 Montgomery Street 2800 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/doug-raetz-2399799/ |
|
2.006 |
$830M |
|
https://www.linkedin.com/company/true-capital-management/ |
http://truecapitalmgmt.com/ |
Founded in 2006, True Capital Management is a boutique multi-family office specializing in business management and investment advisory services for athletes, entertainers and high net worth individuals. True Capital provides a suite of services and an open architecture wealth management platform that empowers our clients to protect and grow their legacy. The firm’s services encompass business and risk management, financial planning and investment advisory. |
|
| True Capital Management |
Heather |
Goodman |
COO & President |
(415) 538-3600 |
WM |
heather@truecapitalmgmt.com |
info@truecapitalmgmt.com |
101 Montgomery Street 2800 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/heather-goodman-a9286b4/ |
|
2.006 |
$830M |
|
https://www.linkedin.com/company/true-capital-management/ |
http://truecapitalmgmt.com/ |
Founded in 2006, True Capital Management is a boutique multi-family office specializing in business management and investment advisory services for athletes, entertainers and high net worth individuals. True Capital provides a suite of services and an open architecture wealth management platform that empowers our clients to protect and grow their legacy. The firm’s services encompass business and risk management, financial planning and investment advisory. |
|
| True Capital Management |
Justin |
Bass |
Managing Director |
(415) 538-3600 |
WM |
justin@truecapitalmgmt.com |
info@truecapitalmgmt.com |
101 Montgomery Street 2800 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/justin-bass-4a3a823/ |
|
2.006 |
$830M |
|
https://www.linkedin.com/company/true-capital-management/ |
http://truecapitalmgmt.com/ |
Founded in 2006, True Capital Management is a boutique multi-family office specializing in business management and investment advisory services for athletes, entertainers and high net worth individuals. True Capital provides a suite of services and an open architecture wealth management platform that empowers our clients to protect and grow their legacy. The firm’s services encompass business and risk management, financial planning and investment advisory. |
|
| True North Advisors |
Scott |
Wood |
Founding Principal |
(214) 360-7300 |
WM |
swood@truenorthadvisors.com |
info@truenorthadvisors.com |
3131 Turtle Creek Boulevard, Suite 1300 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/scott-wood-a09102/ |
|
2.000 |
$1.1B |
|
https://www.linkedin.com/company/true-north-advisors/ |
https://truenorthadvisors.com/ |
True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives. |
|
| True North Advisors |
Mark |
Gehlbach |
CoFounder and President |
(214) 360-7300 |
WM |
mgehlbach@truenorthadvisors.com |
info@truenorthadvisors.com |
3131 Turtle Creek Boulevard, Suite 1300 |
Dallas |
TX |
75219 |
United States of America |
North America |
|
|
2.000 |
$1.1B |
|
https://www.linkedin.com/company/true-north-advisors/ |
https://truenorthadvisors.com/ |
True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives. |
|
| True North Advisors |
Lisa |
Anderson |
Principal, Vice President and Senior Wealth Manager |
(214) 360-7300 |
WM |
landerson@truenorthadvisors.com |
info@truenorthadvisors.com |
3131 Turtle Creek Boulevard, Suite 1300 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-tilley-anderson-021ba77/ |
|
2.000 |
$1.1B |
|
https://www.linkedin.com/company/true-north-advisors/ |
https://truenorthadvisors.com/ |
True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives. |
|
| True North Advisors |
Michael |
Anderson |
Vp, Senior Wealth Manager |
(214) 360-7300 |
WM |
manderson@truenorthadvisors.com |
info@truenorthadvisors.com |
3131 Turtle Creek Boulevard, Suite 1300 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/mjanderson96/ |
|
2.000 |
$1.1B |
|
https://www.linkedin.com/company/true-north-advisors/ |
https://truenorthadvisors.com/ |
True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives. |
|
| True North Wealth Management, LLC |
Darnell |
Grossi |
Founder |
(480) 766-3161 |
WM |
darnell@truenorth.financial |
darnell@truenorth.financial |
|
Mesa |
AZ |
|
United States of America |
North America |
https://www.linkedin.com/in/darnellgrossi/ |
|
|
|
|
|
https://truenorth.financial/ |
True North Wealth Management specializes in providing investment management, retirement planning, and tax planning for clients. |
|
| True Wealth Design |
Stacey |
Stuchal |
Operations Manager |
(330) 777-0688 |
WM |
sstuchal@truewealthdesign.com |
info@truewealthdesign.com |
700 Ghent Rd., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/stacey-stuchal-a6a685163/ |
|
2.005 |
|
|
https://www.linkedin.com/company/true-wealth-design/ |
https://www.truewealthdesign.com/ |
True Wealth Design helps successful families "Plan Retirement Smarter and Live Retirement Better." With our deep expertise in retirement, tax, and investment planning, we simplify and streamline the complexities of your financial life into a coordinated strategy for retirement, giving you the clarity and confidence to pursue your dreams while protecting your family's future. |
|
| True Wealth Design |
Kevin |
Kroskey |
President & Senior Wealth Advisor |
(330) 777-0688 |
WM |
kkroskey@truewealthdesign.com |
info@truewealthdesign.com |
700 Ghent Rd., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/kevinkroskey/ |
|
2.005 |
|
|
http://www.kevinkroskey.com/ |
https://www.truewealthdesign.com/ |
True Wealth Design helps successful families "Plan Retirement Smarter and Live Retirement Better." With our deep expertise in retirement, tax, and investment planning, we simplify and streamline the complexities of your financial life into a coordinated strategy for retirement, giving you the clarity and confidence to pursue your dreams while protecting your family's future. |
|
| True Wealth Design |
Tyler |
Emrick |
Wealth Advisor |
(330) 777-0688 |
WM |
temrick@truewealthdesign.com |
info@truewealthdesign.com |
700 Ghent Rd., Suite 100 |
Akron |
OH |
44333 |
United States of America |
North America |
https://www.linkedin.com/in/tyler-emrick/ |
|
2.005 |
|
|
http://www.kevinkroskey.com/ |
https://www.truewealthdesign.com/ |
True Wealth Design helps successful families "Plan Retirement Smarter and Live Retirement Better." With our deep expertise in retirement, tax, and investment planning, we simplify and streamline the complexities of your financial life into a coordinated strategy for retirement, giving you the clarity and confidence to pursue your dreams while protecting your family's future. |
|
| TrueWealth Management |
John |
Edgar |
Principal & CoFounder |
(404) 487-0522 |
WM |
jedgar@truewealth.com |
INFO@truewealth.com |
3630 Peachtree Road, NE Suite 300 |
Atlanta |
GA |
30326 |
United States of America |
North America |
|
|
1.999 |
$1.2B |
|
https://www.linkedin.com/company/truewealthatl/ |
https://www.truewealth.com/ |
At TrueWealth, our clients know the financial course they’re on is as unique as they are. The individuals and families we serve understand the real benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. Combining informed expertise and a personalized approach, the TrueWealth team of advisors is truly committed to providing a wealth management experience that is as comfortable as it is productive. |
|
| TrueWealth Management |
Jim |
Heard |
CoFounder & Chairman |
(404) 487-0501 |
WM |
jheard@truewealth.com |
INFO@truewealth.com |
3630 Peachtree Road, NE Suite 300 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/jwheard/ |
|
1.999 |
$1.2B |
|
https://www.linkedin.com/company/truewealthatl/ |
https://www.truewealth.com/ |
At TrueWealth, our clients know the financial course they’re on is as unique as they are. The individuals and families we serve understand the real benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. Combining informed expertise and a personalized approach, the TrueWealth team of advisors is truly committed to providing a wealth management experience that is as comfortable as it is productive. |
|
| TrueWealth Management |
Roger |
Ward |
Wealth Advisor & CIO |
(404) 487-0504 |
WM |
rward@truewealth.com |
INFO@truewealth.com |
3630 Peachtree Road, NE Suite 300 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/rogergward/ |
|
1.999 |
$1.2B |
|
https://www.linkedin.com/company/truewealthatl/ |
https://www.truewealth.com/ |
At TrueWealth, our clients know the financial course they’re on is as unique as they are. The individuals and families we serve understand the real benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. Combining informed expertise and a personalized approach, the TrueWealth team of advisors is truly committed to providing a wealth management experience that is as comfortable as it is productive. |
|
| TruWest Wealth Management Services |
Darren |
Kennon |
Financial Advisor |
(602) 629-2071 |
WM |
dekennon@truwest.org |
WealthManagement@truwest.org |
5136 E Roosevelt St |
Phoenix |
AZ |
85008 |
United States of America |
North America |
|
|
|
|
|
|
http://www.truwestwms.org/ |
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| TSS Wealth Management, LLC |
Ernest |
Tyler |
Accounting Partner |
(603) 653-0044 |
WM |
ernest.tyler@tsswealthmanagement.com |
|
19 Morgan Drive |
Lebanon |
NH |
03766 |
United States of America |
North America |
|
|
1.986 |
|
|
|
https://www.tsswealthmanagement.com/ |
TSS Wealth Management provides independent wealth services. We focus on owners of closely-held businesses and their families, as well as reinsurance for dealerships. The value of assets held by our clients range from less than $100,000 to more than $15 million. Our services ranges from such immediate needs as business planning and investments, to long-term education, insurance, retirement and legacy planning needs. |
|
| TSS Wealth Management, LLC |
Kenneth |
Goodrow |
Accounting Partner |
(603) 653-0044 |
WM |
Ken.Goodrow@tss-cpa.com |
|
19 Morgan Drive |
Lebanon |
NH |
03766 |
United States of America |
North America |
|
|
1.986 |
|
|
|
https://www.tsswealthmanagement.com/ |
TSS Wealth Management provides independent wealth services. We focus on owners of closely-held businesses and their families, as well as reinsurance for dealerships. The value of assets held by our clients range from less than $100,000 to more than $15 million. Our services ranges from such immediate needs as business planning and investments, to long-term education, insurance, retirement and legacy planning needs. |
|
| TSS Wealth Management, LLC |
James |
Godfrey |
Accounting Partner |
(603) 653-0044 |
WM |
James.Godfrey@tss-cpa.com |
|
19 Morgan Drive |
Lebanon |
NH |
03766 |
United States of America |
North America |
|
|
1.986 |
|
|
|
https://www.tsswealthmanagement.com/ |
TSS Wealth Management provides independent wealth services. We focus on owners of closely-held businesses and their families, as well as reinsurance for dealerships. The value of assets held by our clients range from less than $100,000 to more than $15 million. Our services ranges from such immediate needs as business planning and investments, to long-term education, insurance, retirement and legacy planning needs. |
|
| TSS Wealth Management, LLC |
Virginia |
McGrody |
Accounting Partner |
(603) 653-0044 |
WM |
Virginia.McGrody@tss-cpa.com |
|
19 Morgan Drive |
Lebanon |
NH |
03766 |
United States of America |
North America |
|
|
1.986 |
|
|
|
https://www.tsswealthmanagement.com/ |
TSS Wealth Management provides independent wealth services. We focus on owners of closely-held businesses and their families, as well as reinsurance for dealerships. The value of assets held by our clients range from less than $100,000 to more than $15 million. Our services ranges from such immediate needs as business planning and investments, to long-term education, insurance, retirement and legacy planning needs. |
|
| Tufton Capital Management |
Randolph |
McMenamin |
Portfolio Manager & Managing Director |
(410) 400-8500 |
WM |
randy@tuftoncapital.com |
info@tuftoncapital.com |
303 International Circle, Suite 430 |
Hunt Valley |
MD |
21030 |
United States of America |
North America |
|
|
|
$695M |
|
|
http://tuftoncapital.com/ |
Tufton Capital Management is an independently owned wealth management and investment advisory firm serving high net worth individuals, families and institutions. We offer our clients customized investment advisory solutions tailored to their specific needs. Tufton follows a value-oriented investment approach to wealth management. |
|
| Tufton Capital Management |
Barbara |
Rishel |
Portfolio Manager & Vice President |
(410) 400-8512 |
WM |
barb@tuftoncapital.com |
info@tuftoncapital.com |
303 International Circle, Suite 430 |
Hunt Valley |
MD |
21030 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-rishel-08a5a485/ |
|
|
$695M |
|
|
http://tuftoncapital.com/ |
Tufton Capital Management is an independently owned wealth management and investment advisory firm serving high net worth individuals, families and institutions. We offer our clients customized investment advisory solutions tailored to their specific needs. Tufton follows a value-oriented investment approach to wealth management. |
|
| Tulett, Matthews & Associates |
Don |
Tulett |
Partner & Portfolio Manager |
(514) 695-0096 Ext. 109 |
WM |
don@tma-invest.com |
info@tma-invest.com |
3535 St-Charles Blvd., Suite 703 |
Kirkland |
QC |
H9H 5B9 |
Canada |
North America |
https://www.linkedin.com/in/tulett/ |
|
1.995 |
|
|
https://www.linkedin.com/company/tulett-matthews-&-associates-inc/ |
https://www.tma-invest.com/ |
Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals. Enjoy the peace of mind, comfort & security that come from having a personalized action plan with a clear path forward. |
|
| Tulett, Matthews & Associates |
Keith |
Matthews |
Partner & Portfolio Manager |
(514) 695-0096 Ext. 106 |
WM |
keith@tma-invest.com |
info@tma-invest.com |
3535 St-Charles Blvd., Suite 703 |
Kirkland |
QC |
H9H 5B9 |
Canada |
North America |
https://www.linkedin.com/in/keith-matthews-516b328/ |
|
1.995 |
|
|
https://www.linkedin.com/company/tulett-matthews-&-associates-inc/ |
https://www.tma-invest.com/ |
Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals. Enjoy the peace of mind, comfort & security that come from having a personalized action plan with a clear path forward. |
|
| Tulett, Matthews & Associates |
Hugh |
Campbell |
Partner |
(514) 695-0096 Ext. 103 |
WM |
hugh@tma-invest.com |
info@tma-invest.com |
3535 St-Charles Blvd., Suite 703 |
Kirkland |
QC |
H9H 5B9 |
Canada |
North America |
https://www.linkedin.com/in/hugh-campbell-78036430/ |
|
1.995 |
|
|
https://www.linkedin.com/company/tulett-matthews-&-associates-inc/ |
https://www.tma-invest.com/ |
Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals. Enjoy the peace of mind, comfort & security that come from having a personalized action plan with a clear path forward. |
|
| Tumwater Wealth Management |
Ben |
Warren |
Founder |
(208) 314-2114 |
WM |
ben@tumwaterwealth.com |
info@tumwaterwealth.com |
101 S. Capitol Blvd., Suite 1603 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/benjamin-warren-cfa-ab16371b/ |
|
2.019 |
|
|
https://www.linkedin.com/company/tumwater-wealth-management/ |
https://tumwaterwealth.com/ |
The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood. In addition to its calm swimming holes and beautiful scenery, the Tumwater Canyon is famous for its Class V Rapids. We believe that real wealth – an income you do not outlive and a significant legacy to your heirs - is achievable for regular people. We believe that achieving real wealth is not driven primarily by investment performance but by investor behavior – making the right decisions at the critical moment. |
|
| Turtle Creek Asset Management Inc. |
Andrew |
Brenton |
CEO |
(416) 363-7400 |
WM |
abrenton@turtlecreek.ca |
mbowen@turtlecreek.ca |
Scotia Plaza, 40 King Street West, Suite 5100 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/andrew-brenton-22340aa/ |
|
|
$2B |
|
https://www.linkedin.com/company/turtle-creek-asset-management |
http://www.turtlecreek.ca/ |
Turtle Creek is an independent investment management firm focused on long term capital growth for a clientele of high net worth individuals, families and institutions. We minimize risk through a deep and thorough understanding of each of our investments. Turtle Creek has an exceptional 18 year track record and the Partners are aligned to a degree that few other firms can match - all of our money is invested alongside our clients. |
|
| Turtle Creek Asset Management Inc. |
Jeffrey |
Cole |
Managing Partner |
(416) 363-7400 |
WM |
jcole@turtlecreek.ca |
mbowen@turtlecreek.ca |
Scotia Plaza, 40 King Street West, Suite 5100 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/jeffrey-cole-24083651/ |
|
|
$2B |
|
https://www.linkedin.com/company/turtle-creek-asset-management |
http://www.turtlecreek.ca/ |
Turtle Creek is an independent investment management firm focused on long term capital growth for a clientele of high net worth individuals, families and institutions. We minimize risk through a deep and thorough understanding of each of our investments. Turtle Creek has an exceptional 18 year track record and the Partners are aligned to a degree that few other firms can match - all of our money is invested alongside our clients. |
|
| Turtle Creek Asset Management Inc. |
Jeffrey |
Hebel |
Managing Partner |
(416) 363-7400 |
WM |
jhebel@turtlecreek.ca |
mbowen@turtlecreek.ca |
Scotia Plaza, 40 King Street West, Suite 5100 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/jeffrey-hebel-8a3ab719/ |
|
|
$2B |
|
https://www.linkedin.com/company/turtle-creek-asset-management |
http://www.turtlecreek.ca/ |
Turtle Creek is an independent investment management firm focused on long term capital growth for a clientele of high net worth individuals, families and institutions. We minimize risk through a deep and thorough understanding of each of our investments. Turtle Creek has an exceptional 18 year track record and the Partners are aligned to a degree that few other firms can match - all of our money is invested alongside our clients. |
|
| Turtle Creek Asset Management Inc. |
Michael |
Bowen |
Director, Business Development |
(416) 306-3043 |
WM |
mbowen@turtlecreek.ca |
mbowen@turtlecreek.ca |
Scotia Plaza, 40 King Street West, Suite 5100 |
Toronto |
ON |
M5H 3Y2 |
Canada |
North America |
https://www.linkedin.com/in/michael-bowen-09987012/ |
|
|
$2B |
|
https://www.linkedin.com/company/turtle-creek-asset-management |
http://www.turtlecreek.ca/ |
Turtle Creek is an independent investment management firm focused on long term capital growth for a clientele of high net worth individuals, families and institutions. We minimize risk through a deep and thorough understanding of each of our investments. Turtle Creek has an exceptional 18 year track record and the Partners are aligned to a degree that few other firms can match - all of our money is invested alongside our clients. |
|
| Turtle Creek WealthCare |
Doug |
Simmang |
Financial Advisor |
(800) 680-6120 |
WM |
doug@turtlecreekwc.com |
|
13355 Noel Rd Suite 1100 |
Dallas |
TX |
75240 |
United States of America |
North America |
https://www.linkedin.com/in/dsimmang/ |
|
1.999 |
|
|
https://www.linkedin.com/company/wealthcare-capital-management/ |
http://www.turtlecreekwc.com |
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. |
|
| Twin Peaks Wealth Advisors |
Tushar |
Kumar |
Partner |
(408) 489-3980, Mobile: (415) 870-4517 |
WM |
tushar@twinpwa.com |
|
1 Daniel Burnham Court Apt 713 |
San Francisco |
CA |
94109 |
United States of America |
North America |
https://www.linkedin.com/in/tkumar224/ |
|
2.015 |
$17M |
|
https://www.linkedin.com/company/twin-peaks-wealth-advisors/ |
http://www.twinpwa.com |
Twin Peaks Wealth Advisors is a financial planning and wealth management firm based in San Francisco that works with individuals, families, and business owners to understand and maximize their wealth potential. We offer highly customized and unbiased advice. At Twin Peaks Wealth Advisors we work to deliver the personalized service and relationship of a boutique wealth management firm, with the back-end capabilities of a large institutional investment company. Our mission is to empower clients to make the informed decisions necessary to achieve their wealth objectives. |
|
| Twin Peaks Wealth Advisors |
Vishal |
Kumar |
Partner |
(408) 859-5872 |
WM |
vishal@twinpwa.com |
|
1 Daniel Burnham Court Apt 713 |
San Francisco |
CA |
94109 |
United States of America |
North America |
https://www.linkedin.com/in/vishalk87/ |
|
2.015 |
$17M |
|
https://www.linkedin.com/company/twin-peaks-wealth-advisors/ |
http://www.twinpwa.com |
Twin Peaks Wealth Advisors is a financial planning and wealth management firm based in San Francisco that works with individuals, families, and business owners to understand and maximize their wealth potential. We offer highly customized and unbiased advice. At Twin Peaks Wealth Advisors we work to deliver the personalized service and relationship of a boutique wealth management firm, with the back-end capabilities of a large institutional investment company. Our mission is to empower clients to make the informed decisions necessary to achieve their wealth objectives. |
|
| Ty J. Young Inc. Wealth Management |
Ty |
Young |
CEO |
(877) 912-1919 |
WM |
ty@tyjyoung.com |
info@tyjyoung.com |
100 Galleria Parkway SE Suite 1300 |
Atlanta |
GA |
30339 |
United States of America |
North America |
https://www.linkedin.com/in/tyjyoungatlanta/ |
|
1.998 |
|
|
https://www.linkedin.com/company/ty-j--young-inc- |
https://tyjyoung.com |
Ty J. Young Inc. is a nationwide Wealth Management firm with our corporate headquarters located in Atlanta, GA. The firm was founded by Ty J. Young in 1998. Young has been in the finance, securities, and insurance industry for over 20 years. |
|
| U.S. Bank Wealth Management |
Mark |
Jordahl |
President |
(612) 303-3181 |
WM |
mark.jordahl@usbank.com |
|
425 Walnut Street |
Cincinnati |
OH |
45202 |
United States of America |
North America |
https://www.linkedin.com/in/markjordahl/ |
|
1.863 |
$45B |
|
https://www.linkedin.com/company/us-bank/ |
https://www.usbank.com/ |
Mark is president of U.S. Bank Wealth Management, where he is responsible for all wealth management services, including investment management, brokerage services, private banking, insurance, personal trust and estate services, philanthropic services, insurance, and financial planning. Under his leadership, Wealth Management has developed a client service platform that provides three distinctive service models to meet the unique needs of affluent, high-net-worth, and ultra-high-net-worth clients with investable assets of $100,000 to more than $100 million. |
|
| U.S. Wealth Management |
John |
Napolitano |
President and CEO |
(781) 884-2390 |
WM |
jnap@uswealthmanagement.com |
info@uswealthmanagement.com |
30 Braintree Hill Office Park, Suite 201 |
Braintree |
MA |
02184 |
United States of America |
North America |
https://www.linkedin.com/in/johnpnapolitano/ |
|
1.997 |
|
|
https://www.linkedin.com/company/u-s--wealth-management |
https://www.uswealthmanagement.com/ |
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. |
|
| U.S. Wealth Management |
George |
Clarke |
CFO |
(781) 884-2345 |
WM |
gclarke@uswealthmanagement.com |
info@uswealthmanagement.com |
30 Braintree Hill Office Park, Suite 201 |
Braintree |
MA |
02184 |
United States of America |
North America |
https://www.linkedin.com/in/georgetclarke/ |
|
1.997 |
|
|
https://www.linkedin.com/company/u-s--wealth-management |
https://www.uswealthmanagement.com/ |
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. |
|
| U.S. Wealth Management |
Tom |
Fletcher |
Director of Investment Strategy |
(781) 884-2350 |
WM |
tfletcher@uswealthmanagement.com |
info@uswealthmanagement.com |
30 Braintree Hill Office Park, Suite 201 |
Braintree |
MA |
02184 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-fletcher-4a2bb053/ |
|
1.997 |
|
|
https://www.linkedin.com/company/u-s--wealth-management |
https://www.uswealthmanagement.com/ |
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. |
|
| U.S. Wealth Management |
Michelle |
Duff |
Director of Operations & Officer Manager |
(781) 884-2353 |
WM |
mduff@uswealthmanagement.com |
info@uswealthmanagement.com |
30 Braintree Hill Office Park, Suite 201 |
Braintree |
MA |
02184 |
United States of America |
North America |
|
|
1.997 |
|
|
https://www.linkedin.com/company/u-s--wealth-management |
https://www.uswealthmanagement.com/ |
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. |
|
| U.S. Wealth Management |
Robert |
Napolitano |
Director of Investment Operations |
(781) 884-2390 |
WM |
rnapolitano@uswealthmanagement.com |
info@uswealthmanagement.com |
30 Braintree Hill Office Park, Suite 201 |
Braintree |
MA |
02184 |
United States of America |
North America |
https://www.linkedin.com/in/rob-napolitano-b3716925/ |
|
1.997 |
|
|
https://www.linkedin.com/company/u-s--wealth-management |
https://www.uswealthmanagement.com/ |
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. |
|
| UBS - Multi Family Office |
Andrea |
Bevis |
Senior Vice President - Wealth Management Financial Advisor |
(617) 247-6121 |
WM |
andrea.bevis@ubs.com |
|
200 Clarendon Street, 24th Floor |
Boston |
MA |
02116 |
United States of America |
North America |
https://www.linkedin.com/in/andreaberardinobevis/ |
|
1.862 |
|
|
https://www.linkedin.com/company/ubs/ |
http://financialservicesinc.ubs.com/fa/jrodriguez/associates.html |
UBS Private Wealth Management is a multi family office division of UBS Inc. |
|
| UBS Private Wealth Management |
Robert |
Mueller |
Managing Director - Wealth Management |
(713) 350-8046 |
WM |
robert.mueller@ubs.com |
|
100 Crescent Ct #400 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/robert-mueller-9ab76b2/ |
|
1.862 |
$506 billion |
|
https://www.linkedin.com/company/ubs/ |
https://www.ubs.com/us/en/wealth/private-wealth-management/private-wealth-management.html |
UBS Private Wealth Management is a multi family office division of UBS Inc. |
|
| UBS Private Wealth Management |
Michael |
Dellinger |
Managing Director - Wealth Management |
(713) 350-8047 |
WM |
michael.dellinger@ubs.com |
|
100 Crescent Ct #400 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.862 |
$506 billion |
|
https://www.linkedin.com/company/ubs/ |
https://www.ubs.com/us/en/wealth/private-wealth-management/private-wealth-management.html |
UBS Private Wealth Management is a multi family office division of UBS Inc. |
|
| UBS Private Wealth Management |
William |
Jackman |
SVP - Wealth Management |
(214) 965-6137 |
WM |
bill.jackman@ubs.com |
|
100 Crescent Ct #400 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
1.862 |
$506 billion |
|
https://www.linkedin.com/company/ubs/ |
https://www.ubs.com/us/en/wealth/private-wealth-management/private-wealth-management.html |
UBS Private Wealth Management is a multi family office division of UBS Inc. |
|
| UBS Private Wealth Management |
John |
Castronuovo |
Senior Vice President - Wealth Management |
(561) 659-9548 |
WM |
john.castronuovo@ubs.com |
|
525 Okeechobee Blvd., Suite 1500 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/john-castronuovo-cfp®-cap®-cepa®-57723229/ |
|
1.862 |
|
|
https://www.linkedin.com/company/ubs/ |
https://financialservicesinc.ubs.com/team/palmbeachprivatewealth/index.html |
As a dedicated boutique practice within Private Wealth Management with access to the resources of one of the largest global wealth managers, we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges. |
|
| UBS Private Wealth Management |
Robert |
DeForest |
Senior Vice President - Wealth Management |
(561) 659-9608 |
WM |
robert.deforest@ubs.com |
|
525 Okeechobee Blvd., Suite 1500 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/robert-deforest-060457164/ |
|
1.862 |
|
|
https://www.linkedin.com/company/ubs/ |
https://financialservicesinc.ubs.com/team/palmbeachprivatewealth/index.html |
As a dedicated boutique practice within Private Wealth Management with access to the resources of one of the largest global wealth managers, we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges. |
|
| UBS Private Wealth Management |
Dina |
Lictro |
Senior Wealth Strategy Associate |
(561) 659-9617 |
WM |
d.lictro@ubs.com |
|
525 Okeechobee Blvd., Suite 1500 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
|
|
1.862 |
|
|
https://www.linkedin.com/company/ubs/ |
https://financialservicesinc.ubs.com/team/palmbeachprivatewealth/index.html |
As a dedicated boutique practice within Private Wealth Management with access to the resources of one of the largest global wealth managers, we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges. |
|
| UBS Private Wealth Management |
Sandra |
Jordan |
Senior Client Service Associate |
(561) 659-9617 |
WM |
sandra.jordan@ubs.com |
|
525 Okeechobee Blvd., Suite 1500 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/sandra-jordan-32708a94/ |
|
1.862 |
|
|
https://www.linkedin.com/company/ubs/ |
https://financialservicesinc.ubs.com/team/palmbeachprivatewealth/index.html |
As a dedicated boutique practice within Private Wealth Management with access to the resources of one of the largest global wealth managers, we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges. |
|
| UBS Wealth Management |
Robert |
McCann |
Chairman UBS Americas |
(201) 352-3333 |
WM |
robert.mccann@ubs.com |
|
Lincoln Harbor Facility, 800, 1000 and 1200 Harbor Boulevard |
Weehawken |
NJ |
7086 |
United States of America |
North America |
https://www.linkedin.com/in/bomccann/ |
|
1.862 |
$399B |
|
https://www.linkedin.com/company/ubs/ |
http://www.ubs.com/ |
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. |
|
| UBS Wealth Management |
Jürg |
Zeltner |
CEO UBS Wealth Management |
41 442 341 111 |
WM |
jurg.zeltner@ubs.com |
|
Bahnhofstr. 45, P.O. Box |
Zurich |
|
CH-8098 |
Switzerland |
Europe |
https://www.linkedin.com/in/jürg-zeltner-08b063113/ |
|
1.862 |
$399B |
|
https://www.linkedin.com/company/ubs/ |
http://www.ubs.com/ |
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. |
|
| UBS Wealth Management |
Gregory |
Kadet |
Managing Director, Market Head - Florida Gulf Coast |
(813) 221-5555 |
WM |
gregory.kadet@ubs.com |
|
100 South Ashley Drive, Suite 1800 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-r-kadet-50646620/ |
|
|
|
|
|
https://financialservicesinc.ubs.com/branch/tampatm/ |
|
|
| UFG Wealth Management |
Charles |
Ryan |
Head, UFG’s Private Equity division |
7 495 664 70 70 |
WM |
cryan@ufgam.com |
info@ufgwm.com |
Legenda Tsvetnogo Business Center, 2 Tsvetnoy Blvd. |
Moscow |
|
127051 |
Russia |
Asia |
https://www.linkedin.com/in/charles-ryan-62a62765/ |
Public Market Funds, Private Equity, Real Estate |
2.005 |
$1B |
|
https://www.linkedin.com/company/ufg-asset-management |
http://ufgwm.ufgam.com/ |
UFG Wealth Management is the first independent family office in Russia, with an outstanding reputation for providing tailored investment, legal, and financial solutions, as well as tax advisory, family inheritance strategy and other services. |
|
| UFG Wealth Management |
Dmitry |
Klenov |
Partner |
7 495 664 70 70 |
WM |
dklenov@ufgwm.com |
info@ufgwm.com |
Legenda Tsvetnogo Business Center, 2 Tsvetnoy Blvd. |
Moscow |
|
127051 |
Russia |
Asia |
https://www.linkedin.com/in/dmitry-klenov-598642b2/ |
Public Market Funds, Private Equity, Real Estate |
2.005 |
$1B |
|
https://www.linkedin.com/company/ufg-asset-management |
http://ufgwm.ufgam.com/ |
UFG Wealth Management is the first independent family office in Russia, with an outstanding reputation for providing tailored investment, legal, and financial solutions, as well as tax advisory, family inheritance strategy and other services. |
|
| UFG Wealth Management |
Florian |
Fenner |
Chairman of the Board, Chief Investment Officer |
7 495 721 1212 |
WM |
ffenner@ufgam.com |
info@ufgwm.com |
Legenda Tsvetnogo Business Center, 2 Tsvetnoy Blvd. |
Moscow |
|
127051 |
Russia |
Asia |
https://www.linkedin.com/in/florian-fenner-0716258/ |
Public Market Funds, Private Equity, Real Estate |
2.005 |
$1B |
|
https://www.linkedin.com/company/ufg-asset-management |
http://ufgwm.ufgam.com/ |
UFG Wealth Management is the first independent family office in Russia, with an outstanding reputation for providing tailored investment, legal, and financial solutions, as well as tax advisory, family inheritance strategy and other services. |
|
| UFG Wealth Management |
Oksana |
Kuchura |
Partner |
7 495 721 1212 |
WM |
okuchura@ufgam.com |
info@ufgwm.com |
Legenda Tsvetnogo Business Center, 2 Tsvetnoy Blvd. |
Moscow |
|
127051 |
Russia |
Asia |
https://www.linkedin.com/in/oksana-kuchura-306940103/ |
Public Market Funds, Private Equity, Real Estate |
2.005 |
$1B |
|
https://www.linkedin.com/company/ufg-asset-management |
http://ufgwm.ufgam.com/ |
UFG Wealth Management is the first independent family office in Russia, with an outstanding reputation for providing tailored investment, legal, and financial solutions, as well as tax advisory, family inheritance strategy and other services. |
|
| Uhlmann Price Securities |
James |
Baer |
President |
(312) 264-4400 |
WM |
jbaer@upsecurities.com |
|
141 W. Jackson Blvd., Suite 1340A |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/james-baer-33112ba9/ |
|
1.997 |
|
|
https://www.linkedin.com/company/uhlmann-price-securities-llc |
https://www.upsecurities.com/ |
Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm. Our elite team of financial consultants design and maintain broadly diversified portfolios for high net-worth individuals and institutions utilizing traditional and alternative investments. We are proud of our position as an independent FINRA member firm. |
|
| Ulin & Co. Wealth Management |
Jon |
Ulin |
Managing Principal |
(561) 210-7887 |
WM |
jon.ulin@ulinwealth.com |
info@ulinwealth.com |
301 Yamato Road Suite 3150 |
Boca Raton |
FL |
33431 |
United States of America |
North America |
https://www.linkedin.com/in/jonulin/ |
|
2.002 |
|
|
https://www.linkedin.com/company/ulin-&-co-wealth-management/ |
https://ulinwealth.com/ |
Ulin & Co. Wealth Management is a trusted, independent advisory firm serving affluent families, individuals, retirees, corporate executives and business owners for many years. We serve as your personal “CFO” and financial advocate to help you achieve and maintain financial independence for the long run. |
|
| Ullman Wealth Management |
Lawrence |
Ullman |
CEO |
(416) 927-0000 |
WM |
lawrence@ullmanwealth.com |
info@ullmanwealth.com |
135 Yorkville Avenue, Suite 405 |
Toronto |
ON |
M5R 1C4 |
United States of America |
North America |
https://www.linkedin.com/in/lawrence-larry-ullman-b2535342/ |
|
|
|
|
https://www.linkedin.com/company/ullman-wealth-management |
http://ullmanwealth.com/ |
At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world. With our collective sixty years of experience, our clients benefit from disciplined independent thinking. We don’t answer to anyone, except our clients. |
|
| Ulrich Investment Consultants |
John |
Ulrich |
President & CEO |
(505) 224-9100 |
WM |
johnu@ulrichcg.com |
|
1805 Rio Grande Blvd. NW, Suite One |
Albuquerque |
NM |
87104 |
United States of America |
North America |
https://www.linkedin.com/in/john-ulrich-5b791126/ |
|
|
|
|
https://www.linkedin.com/company/ulrich-consulting-group/ |
https://ulrichcg.com/ |
Our mission is simple: to earn your enduring trust and confidence by offering what we believe to be the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. |
|
| Ulrich Investment Consultants |
Whitney |
Solcher |
Senior Consultant & CIO |
(210) 286-8880 |
WM |
whitneys@ulrichcg.com |
|
755 E. Mulberry Ave., Suite 430 |
San Antonio |
TX |
78212 |
United States of America |
North America |
https://www.linkedin.com/in/whitney-e-solcher-cfa-63aa5715/ |
|
|
|
|
https://www.linkedin.com/company/ulrich-consulting-group/ |
https://ulrichcg.com/ |
Our mission is simple: to earn your enduring trust and confidence by offering what we believe to be the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. |
|
| Ulrich Investment Consultants |
Molly |
Ritz |
Vice President |
(505) 224-9100 |
WM |
mollyr@ulrichcg.com |
|
1805 Rio Grande Blvd. NW, Suite One |
Albuquerque |
NM |
87104 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/ulrich-consulting-group/ |
https://ulrichcg.com/ |
Our mission is simple: to earn your enduring trust and confidence by offering what we believe to be the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. |
|
| Ulrich Investment Consultants |
Evan |
Gerald |
Vice President, Relationship Manager |
(505) 224-9100 |
WM |
evang@ulrichcg.com |
|
1805 Rio Grande Blvd. NW, Suite One |
Albuquerque |
NM |
87104 |
United States of America |
North America |
https://www.linkedin.com/in/evan-gerald-85b74948/ |
|
|
|
|
https://www.linkedin.com/company/ulrich-consulting-group/ |
https://ulrichcg.com/ |
Our mission is simple: to earn your enduring trust and confidence by offering what we believe to be the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. |
|
| Ulrich Investment Consultants |
Lori |
Neel |
Chief Operations Officer |
(505) 224-9100 |
WM |
lorin@ulrichcg.com |
|
1805 Rio Grande Blvd. NW, Suite One |
Albuquerque |
NM |
87104 |
United States of America |
North America |
https://www.linkedin.com/in/lori-neel-391a10a/ |
|
|
|
|
https://www.linkedin.com/company/ulrich-consulting-group/ |
https://ulrichcg.com/ |
Our mission is simple: to earn your enduring trust and confidence by offering what we believe to be the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. |
|
| UMA Financial Services |
Jeffrey |
Zesiger |
President, Financial Advisor |
(801) 747-0800 |
WM |
jeffrey.zesiger@umafs.org |
umafs@umafs.org |
310 East 4500 South, Suite 550 |
Salt Lake City |
UT |
84107 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-zesiger-ms-cfp®-a50b084/ |
|
|
|
jzesiger@umafs.org |
https://www.linkedin.com/company/utah-medical-association-financial-services/ |
https://www.umafs.org/ |
UMAFS was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions. |
|
| UMA Financial Services |
Patrick |
Brady |
Vice President, Financial Advisor |
(801) 747-0800 |
WM |
patrick.brady@umafs.org |
umafs@umafs.org |
310 East 4500 South, Suite 550 |
Salt Lake City |
UT |
84107 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-brady-295133133/ |
|
|
|
|
https://www.linkedin.com/company/utah-medical-association-financial-services/ |
https://www.umafs.org/ |
UMAFS was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions. |
|
| UMA Financial Services |
Ryan |
Bladen |
Vice President, Financial Advisor |
(801) 747-0800 |
WM |
ryan.bladen@umafs.org |
umafs@umafs.org |
310 East 4500 South, Suite 550 |
Salt Lake City |
UT |
84107 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/utah-medical-association-financial-services/ |
https://www.umafs.org/ |
UMAFS was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions. |
|
| Underhill Financial Advisors, LLC |
James |
Underhill |
Founder |
(520) 795-2950 |
WM |
james.underhill@underhillfinancial.com |
|
3146 N Swan Rd. |
Tucson |
AZ |
85712 |
United States of America |
North America |
https://www.linkedin.com/in/james-underhill-cfp®-mba-76a9136a/ |
|
2.000 |
|
|
|
https://underhillfinancial.com/ |
Underhill Financial Advisors, a full service wealth management firm based in Tucson, Arizona. The firm works best with successful families, business owners and corporate managers facing significant transition. |
|
| Unified Wealth Management, LLC |
Richard |
Boehm |
CEO & Founder |
(203) 442-6752 |
WM |
richard.boehm@unifiedwealth.net |
|
7025 North Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/richard-boehm/ |
|
2.004 |
|
|
https://www.linkedin.com/company/unified-wealth-management/ |
http://www.uwealthmanagement.com/ |
Unified Wealth Management is a boutique financial planning and wealth management firm providing complete and comprehensive financial planning, tax, investment, estate planning, and risk management services to their clients. |
|
| Unified Wealth Management, LLC |
Matthew |
Boehm |
Financial Advisor |
(860) 430-9393 |
WM |
matthew.boehm@unifiedwealth.net |
|
7025 North Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/unified-wealth-management/ |
http://www.uwealthmanagement.com/ |
Unified Wealth Management is a boutique financial planning and wealth management firm providing complete and comprehensive financial planning, tax, investment, estate planning, and risk management services to their clients. |
|
| Unified Wealth Management, LLC |
Maria |
Savastio Boehm |
Director of Business Relations |
(480) 626-0536 |
WM |
maria.savastio@unifiedwealth.net |
|
7025 North Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/unified-wealth-management/ |
http://www.uwealthmanagement.com/ |
Unified Wealth Management is a boutique financial planning and wealth management firm providing complete and comprehensive financial planning, tax, investment, estate planning, and risk management services to their clients. |
|
| Unified Wealth Management, LLC |
Sheena |
Oberoi |
Head of RIO Operations & Trading |
(480) 668-3016 |
WM |
sheena.oberoi@unifiedwealth.net |
|
7025 North Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/sheenaoberoi/ |
|
2.004 |
|
|
https://www.linkedin.com/company/unified-wealth-management/ |
http://www.uwealthmanagement.com/ |
Unified Wealth Management is a boutique financial planning and wealth management firm providing complete and comprehensive financial planning, tax, investment, estate planning, and risk management services to their clients. |
|
| Unified Wealth Management, LLC |
Victoria |
Dolce |
Director of Accounting & Finance |
(480) 668-3016 |
WM |
victoria.dolce@unifiedwealth.net |
|
7025 North Scottsdale Road, Suite 110 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
|
|
2.004 |
|
|
https://www.linkedin.com/company/unified-wealth-management/ |
http://www.uwealthmanagement.com/ |
Unified Wealth Management is a boutique financial planning and wealth management firm providing complete and comprehensive financial planning, tax, investment, estate planning, and risk management services to their clients. |
|
| Union Bancaire Privee (UPB) |
Ian |
Cramb |
COO |
41 58 819 21 11 |
WM |
ian.cramb@ubp.com |
|
Rue du Rhone 96-98 |
Geneva |
CH |
1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/ian-cramb-503a753/ |
|
1.967 |
|
|
https://www.linkedin.com/company/ubp/ |
https://www.ubp.com/ |
Union Bancaire Privée is a family-owned company, driven by an entrepreneurial vision, innovation and independence. UBP is one of the most strongly-capitalised private banks. |
|
| Unique Wealth - Northwestern Mutual |
Curtis |
Parry Jr |
Founder and CEO |
(813) 508-1668 |
WM |
curtis.parry@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/curtisparry/ |
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| Unique Wealth - Northwestern Mutual |
Tim |
Bartlett |
Portfolio Manager |
(813) 816-2029 |
WM |
tim.bartlett@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| Unique Wealth - Northwestern Mutual |
Jessica |
Holbin |
Director of Financial Planning |
(813) 816-2028 |
WM |
jessica.holbin@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-holbin-9468a59b/ |
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| Unique Wealth - Northwestern Mutual |
Jeffrey |
Sievers |
Associate Wealth Management Advisor |
(813) 816-2027 |
WM |
jeff.sievers@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-sievers-569239166/ |
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| Unique Wealth - Northwestern Mutual |
Alex |
Moser |
Associate Wealth Management Advisor |
(904) 521-7767 |
WM |
alex.moser@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/alexanderpmoser/ |
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| Unique Wealth - Northwestern Mutual |
Travis |
Gingras |
Financial Planning Associate |
(813) 816-2037 |
WM |
travis.gingras@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/tgingras/ |
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| Unique Wealth - Northwestern Mutual |
Nadirah |
Nesfield |
Financial Planning Associate |
(813) 816-2038 |
WM |
nadirah.nesfield@nm.com |
|
732 S. Village Circle |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/nadirah-nesfield-msfs-clu®-chfc®-ricp®-13665816b/ |
|
|
|
|
https://www.linkedin.com/company/unique-wealth-tb |
http://uniquewealth.nm.com/ |
Unique Wealth is a wealth management company that focuses on championing your financial peace of mind. With over 19 years of experience, Curtis and our team provide you with the ultimate planning experience and solutions. We specialize in financial planning, wealth management, investments, insurance, and advisor coordination. Together we are unique. Discover what our version of wealth management & financial planning looks like. We look forward to serving you. |
|
| United Advisors Wealth Management |
Mark |
Penske |
Chairman & CEO |
(201) 864-0500 |
WM |
penske@uawealth.com |
admin@uawealth.com |
40 Wall Street |
New York |
NY |
10005 |
United States of America |
North America |
|
|
1.985 |
|
|
https://www.linkedin.com/company/united-advisors/ |
https://www.unitedadvisorsllc.com/ |
United Advisors is an advisor and wealth management support platform focused on helping our affiliates and partners progress toward their personal and professional goals. Centralizing many of the back and middle office functions, we help streamline the needs of growing advisory firms, allowing advisors to focus on business development, succession planning and acquisitions. UA provides different affiliation models allowing flexibility as to how advisors run their businesses at specific transition points in their business life cycle. |
|
| United Advisors Wealth Management |
Jaclyn |
Sandler |
Chief Operating Officer |
(212) 444-2362 |
WM |
sandler@uawealth.com |
admin@uawealth.com |
40 Wall Street |
New York |
NY |
10005 |
United States of America |
North America |
|
|
1.985 |
|
|
https://www.linkedin.com/company/united-advisors/ |
https://www.unitedadvisorsllc.com/ |
United Advisors is an advisor and wealth management support platform focused on helping our affiliates and partners progress toward their personal and professional goals. Centralizing many of the back and middle office functions, we help streamline the needs of growing advisory firms, allowing advisors to focus on business development, succession planning and acquisitions. UA provides different affiliation models allowing flexibility as to how advisors run their businesses at specific transition points in their business life cycle. |
|
| United Capital |
Joe |
Duran |
CEO |
(949) 999-8500 |
WM |
joe.duran@unitedcp.com |
info@unitedcp.com |
620 Newport Center Drive Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/joe-duran-711167/ |
|
2.005 |
$15B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| United Capital |
Gary |
Roth |
EVP and General Manager |
(949) 999-8500 |
WM |
gary.roth@unitedcp.com |
info@unitedcp.com |
620 Newport Center Drive Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/gary-roth-442a5924/ |
|
2.005 |
$15B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| United Capital |
Jorge |
Bernal |
COO |
(949) 999-8500 |
WM |
jorge.bernal@unitedcp.com |
info@unitedcp.com |
620 Newport Center Drive Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/jbernal2/ |
|
2.005 |
$15B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| United Capital Financial Advisers, LLC |
Joshua |
Wichman |
Wealth Manager |
(812) 477-6221 |
WM |
joshua.wichman@unitedcp.com |
info@unitedcp.com |
601 N Cross Pointe Blvd. |
Evansville |
IN |
47715 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-wichman-cfp®-mba-96b8a9b/ |
|
2.005 |
$16B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| United Capital Financial Advisers, LLC |
Ann |
Pendley |
Senior Wealth Manager & Business Development |
(812) 477-6221 |
WM |
ann.pendley@unitedcp.com |
info@unitedcp.com |
601 N Cross Pointe Blvd. |
Evansville |
IN |
47715 |
United States of America |
North America |
https://www.linkedin.com/in/annpendleycfp/ |
|
2.005 |
$16B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| United Capital Financial Life Management |
Dave |
Lundgren |
Senior Wealth Manager |
(480) 609-0255 |
WM |
david.lundgren@gs.com |
Brian.McDowell@gs.com |
7373 N. Scottsdale Rd. Suite A-250 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/davidlundgrenaz/ |
|
2.005 |
|
|
https://www.linkedin.com/company/united-capital-financial-partners-inc/ |
https://www.goldmanpfm.com/financial-advisory-locations/scottsdale-paradise-valley-az |
Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. |
|
| United Capital Financial Life Management |
David |
Hughes |
Senior Wealth Manager |
(480) 365-0172 |
WM |
david.hughes@gs.com |
Brian.McDowell@gs.com |
7373 N. Scottsdale Rd. Suite A-250 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/dahughes/ |
|
2.005 |
|
|
https://www.linkedin.com/company/united-capital-financial-partners-inc/ |
https://www.goldmanpfm.com/financial-advisory-locations/scottsdale-paradise-valley-az |
Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. |
|
| United Capital Financial Life Management |
Stacy |
Culotta |
Senior Wealth Manager |
(480) 609-0255 |
WM |
stacy.culotta@gs.com |
Brian.McDowell@gs.com |
7373 N. Scottsdale Rd. Suite A-250 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/stacy-culotta-cfp®-b02b2a21/ |
|
2.005 |
|
|
https://www.linkedin.com/company/united-capital-financial-partners-inc/ |
https://www.goldmanpfm.com/financial-advisory-locations/scottsdale-paradise-valley-az |
Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. |
|
| United Capital Financial Life Management |
Stephen |
Dreiling |
Vice President |
(480) 609-0255 |
WM |
Stephen.Dreiling@gs.com |
Brian.McDowell@gs.com |
7373 N. Scottsdale Rd. Suite A-250 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/stephendreiling/ |
|
2.005 |
|
|
https://www.linkedin.com/company/united-capital-financial-partners-inc/ |
https://www.goldmanpfm.com/financial-advisory-locations/scottsdale-paradise-valley-az |
Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. |
|
| United Capital Financial Life Management |
Chris |
Johnson |
Vice President |
(480) 609-0255 |
WM |
christian.johnson@gs.com |
Brian.McDowell@gs.com |
7373 N. Scottsdale Rd. Suite A-250 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/chris-johnson-7449b051/ |
|
2.005 |
|
|
https://www.linkedin.com/company/united-capital-financial-partners-inc/ |
https://www.goldmanpfm.com/financial-advisory-locations/scottsdale-paradise-valley-az |
Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. |
|
| United Capital Financial Partners, Inc. |
Steven |
Pomeranz |
Managing Director |
(561) 362-7850 |
WM |
steve.pomeranz@unitedcp.com |
info@unitedcp.com |
980 N. Federal Highway, Suite 400 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/stevepomeranz/ |
|
2.005 |
$17.5B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| United Capital Financial Partners, Inc. |
Craig |
Jaffe |
Senior Wealth Adviser |
(561) 362-7850 |
WM |
craig.jaffe@unitedcp.com |
info@unitedcp.com |
980 N. Federal Highway, Suite 400 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/craig-jaffe-cfp®-79a638112/ |
|
2.005 |
$17.5B |
|
https://www.linkedin.com/company/united-capital-financial-partners-inc |
https://www.unitedcp.com/ |
United Capital, a Goldman Sachs Company, is a national Financial Life Management firm and a Registered Investment Adviser (RIA) with 100 offices across the country and 695+ employees. We offer a dynamic client experience that goes beyond conventional financial planning and investment management. Financial Life Management is designed to help clients articulate the life they want and ensure they have the resources to live it by navigating life’s uncertainties in a way that is best for them.. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios. |
|
| Upstream Investment Partners |
Steve |
Abbey |
Private Wealth Manager |
(972) 535-8919 |
WM |
sabbey@upstreamip.com |
info@upstreamip.com |
1250 Capital of Texas Hwy, Building 3, ste. 400 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/steve-abbey-cfp®-mba-379b9a1a/ |
|
2.010 |
|
|
https://www.linkedin.com/company/upstreamip/ |
https://www.upstreamip.com/ |
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. |
|
| Upstream Investment Partners |
Terry |
Keratsopoulos |
VP of Investments, Private Wealth Manager |
(972) 596-7301 |
WM |
terryk@upstreamip.com |
info@upstreamip.com |
1250 Capital of Texas Hwy, Building 3, ste. 400 |
Austin |
TX |
78746 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/upstreamip/ |
https://www.upstreamip.com/ |
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. |
|
| Upstream Investment Partners |
Bill |
Stephens |
Associate VP of Investments, Private Wealth Manager |
(972) 200-9937 |
WM |
bstephens@upstreamip.com |
info@upstreamip.com |
1250 Capital of Texas Hwy, Building 3, ste. 400 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/bill-stephens-a74874149/ |
|
2.010 |
|
|
https://www.linkedin.com/company/upstreamip/ |
https://www.upstreamip.com/ |
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. |
|
| Upstream Investment Partners |
Frank |
Holmes |
Financial Advisor |
(972) 535-4190 |
WM |
fholmes@upstreamip.com |
info@upstreamip.com |
1250 Capital of Texas Hwy, Building 3, ste. 400 |
Austin |
TX |
78746 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/upstreamip/ |
https://www.upstreamip.com/ |
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. |
|
| Upstream Investment Partners |
Chip |
Pierron |
Private Wealth Manager |
(972) 476-7127 |
WM |
cpierron@upstreamip.com |
info@upstreamip.com |
1250 Capital of Texas Hwy, Building 3, ste. 400 |
Austin |
TX |
78746 |
United States of America |
North America |
|
|
2.010 |
|
|
https://www.linkedin.com/company/upstreamip/ |
https://www.upstreamip.com/ |
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. |
|
| Upstream Investment Partners |
John |
Morrison |
Private Wealth Manager |
(469) 757-4454 |
WM |
jmorrison@upstreamip.com |
info@upstreamip.com |
1250 Capital of Texas Hwy, Building 3, ste. 400 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/john-w-morrison-99b78013/ |
|
2.010 |
|
|
https://www.linkedin.com/company/upstreamip/ |
https://www.upstreamip.com/ |
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. |
|
| Urban Wealth Management Group, LLC |
Rene |
Nourse |
Founder and Managing Director |
(424) 277-2260 |
WM |
rene.nourse@urbanwm.com |
info@urbanwm.com |
841 Apollo Street, Suite 320 |
El Segundo |
CA |
90245 |
United States of America |
North America |
https://www.linkedin.com/in/renenourse/ |
|
2.012 |
|
|
https://www.linkedin.com/company/urban-wealth-management/ |
https://www.urbanwm.com/ |
Urban Wealth Management's clients are successful professionals who have worked hard to get where they are. And while they recognize the importance of wealth management, they’ve simply not had the time to dedicate to handling their finances in the manner they believe it should be. We're committed to helping our clients make the best decisions when it comes to using their wealth to create the lifestyle they desire and deserve. Life is fluid, and a financial plan should be too. There’s no one-size-fits-all when it comes to financial planning because not only is each person different, but planning has to adapt to changing lifestyles. With our fee-only planning services, we remain “product agnostic”, and there will never be pressure to buy an investment. A significant segment of UWM’s practice is dedicated to addressing the unique and complex wealth planning needs of women. |
|
| Urban Wealth Management Group, LLC |
Millu |
Ramirez |
Financial Advisor |
(424) 277-2260 |
WM |
millu.ramirez@urbanwm.com |
info@urbanwm.com |
841 Apollo Street, Suite 320 |
El Segundo |
CA |
90245 |
United States of America |
North America |
https://www.linkedin.com/in/millu-ramirez/ |
|
2.012 |
|
|
https://www.linkedin.com/company/urban-wealth-management/ |
https://www.urbanwm.com/ |
Urban Wealth Management's clients are successful professionals who have worked hard to get where they are. And while they recognize the importance of wealth management, they’ve simply not had the time to dedicate to handling their finances in the manner they believe it should be. We're committed to helping our clients make the best decisions when it comes to using their wealth to create the lifestyle they desire and deserve. Life is fluid, and a financial plan should be too. There’s no one-size-fits-all when it comes to financial planning because not only is each person different, but planning has to adapt to changing lifestyles. With our fee-only planning services, we remain “product agnostic”, and there will never be pressure to buy an investment. A significant segment of UWM’s practice is dedicated to addressing the unique and complex wealth planning needs of women. |
|
| URS Advisory |
Erik |
Lembcke |
Managing Director, Wealth Advisor |
(561) 594-0100 |
WM |
erik@ursadvisory.com |
info@ursadvisory.com |
2247 Palm Beach Lakes Blvd., Suite 106 |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
https://www.linkedin.com/in/erik-lembcke-cfp®-b13353a/ |
Retirement Planning, Investment Management, For-Fee Planning, Income Planning, Fiduciary |
2.016 |
|
erik.lembcke@gmail.com |
https://www.linkedin.com/company/ursadvisory/ |
https://ursadvisory.com/ |
URS Advisory is an independent wealth management firm that specializes in comprehensive retirement planning for individuals, families and local businesses with offices in West Palm Beach and Stuart, Florida. Disclosure: Industry regulations prohibit endorsements or testimonials for URS Advisory LLC dba URS Advisory or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services offered through URS Advisory LLC dba URS Advisory a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, URS Advisory and URS Insurance are affiliated companies. |
|
| URS Advisory |
Julia |
Lembcke |
President |
(561) 594-0100 |
WM |
julia@ursadvisory.com |
info@ursadvisory.com |
2247 Palm Beach Lakes Blvd., Suite 106 |
West Palm Beach |
FL |
33409 |
United States of America |
North America |
https://www.linkedin.com/in/julialembcke/ |
Retirement Planning, Investment Management, For-Fee Planning, Income Planning, Fiduciary |
2.016 |
|
|
https://www.linkedin.com/company/ursadvisory/ |
https://ursadvisory.com/ |
URS Advisory is an independent wealth management firm that specializes in comprehensive retirement planning for individuals, families and local businesses with offices in West Palm Beach and Stuart, Florida. Disclosure: Industry regulations prohibit endorsements or testimonials for URS Advisory LLC dba URS Advisory or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services offered through URS Advisory LLC dba URS Advisory a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, URS Advisory and URS Insurance are affiliated companies. |
|
| USPNY Private Wealth Management |
Michael |
Frieda |
President |
(212) 660-7401 |
WM |
michael.frieda@uspny.com |
info@uspny.com |
450 Seventh Avenue, Suite 2600 |
New York |
NY |
10123 |
United States of America |
North America |
https://www.linkedin.com/in/michael-frieda-124463b9/ |
|
2.003 |
|
|
https://www.linkedin.com/company/uspny-private-wealth-management/ |
https://www.uspny.com/ |
Wealth management practice focusing on four main areas: Investment Consulting, Insurance Program, Advanced Planning, Relationship Management. Services include: Brokerage, Asset Management, Financial Planning, Charitable Giving, Wealth Transfer, Asset Protection, Life Insurance, Disability Insurance, Long-Term Care Insurance, etc.
USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc. Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and Crystal Wealth Management Inc. are unaffiliated entities. |
|
| USPNY Private Wealth Management |
Fredda |
Elzweig |
Co-Founder |
(212) 660-7401 |
WM |
felzweig@uspny.com |
info@uspny.com |
450 Seventh Avenue, Suite 2600 |
New York |
NY |
10123 |
United States of America |
North America |
https://www.linkedin.com/in/felzweig/ |
|
2.003 |
|
|
https://www.linkedin.com/company/uspny-private-wealth-management/ |
https://www.uspny.com/ |
Wealth management practice focusing on four main areas: Investment Consulting, Insurance Program, Advanced Planning, Relationship Management. Services include: Brokerage, Asset Management, Financial Planning, Charitable Giving, Wealth Transfer, Asset Protection, Life Insurance, Disability Insurance, Long-Term Care Insurance, etc.
USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc. Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and Crystal Wealth Management Inc. are unaffiliated entities. |
|
| USPNY Private Wealth Management |
Peter |
Topping |
Wealth Management Advisor |
(212) 660-7401 |
WM |
peter.topping@uspny.com |
info@uspny.com |
450 Seventh Avenue, Suite 2600 |
New York |
NY |
10123 |
United States of America |
North America |
https://www.linkedin.com/in/peter-topping-cfp®-chfc®-5b49773/ |
|
2.003 |
|
|
https://www.linkedin.com/company/uspny-private-wealth-management/ |
https://www.uspny.com/ |
Wealth management practice focusing on four main areas: Investment Consulting, Insurance Program, Advanced Planning, Relationship Management. Services include: Brokerage, Asset Management, Financial Planning, Charitable Giving, Wealth Transfer, Asset Protection, Life Insurance, Disability Insurance, Long-Term Care Insurance, etc.
USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc. Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and Crystal Wealth Management Inc. are unaffiliated entities. |
|
| V&T Wealth Strategies |
Carlos |
Temperan |
Partner |
(305) 728-7171 |
WM |
ctemperan@financialguide.com |
|
1000 Corporate Drive, Suite 700 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/carlostemperan/ |
|
|
|
|
|
https://vtwealthstrategies.com/ |
As the name implies, this is about managing your wealth, where “managing” means making fully informed decisions. We work with you in order to navigate through this immense but phenomenally interesting world of investments. We believe that a disciplined, solid and moderate approach is the best way to put your money to work for you. And this is what we do – and we believe the best way we can serve you is when our interests are aligned. Together, we will work towards making sure this highly important part of your portfolio works efficiently in concert with risk management and your overall financial portfolio. |
|
| V&T Wealth Strategies |
Vonnell |
Martinez |
Partner |
(305) 728-7171 |
WM |
vmartinez@financialguide.com |
|
1000 Corporate Drive, Suite 700 |
Fort Lauderdale |
FL |
33334 |
United States of America |
North America |
https://www.linkedin.com/in/vonnellmartinez/ |
|
|
|
|
|
https://vtwealthstrategies.com/ |
As the name implies, this is about managing your wealth, where “managing” means making fully informed decisions. We work with you in order to navigate through this immense but phenomenally interesting world of investments. We believe that a disciplined, solid and moderate approach is the best way to put your money to work for you. And this is what we do – and we believe the best way we can serve you is when our interests are aligned. Together, we will work towards making sure this highly important part of your portfolio works efficiently in concert with risk management and your overall financial portfolio. |
|
| Valcourt S.A. |
Paul |
Weil |
Chief Financial Officer |
41 225 925 300 |
WM |
pweil@valcourt.ch |
info@valcourt.ch |
Rue de la Rôtisserie 2, C.P. 5620 |
Geneva 11 |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/paul-weil-2459955/ |
|
|
$400M |
|
|
https://www.valcourt.ch/ |
We provide tailor-made solutions based on our counterparties' needs. We focus our efforts on offering them the best investment opportunities.
Our team works in direct cooperation with our counterparties. It keeps them informed of the latest trends, supports and assists them to implement their investment strategies. The team provides them with a selection of bonds based on market conditions and on their criteria. In addition, we offer our clients a first-class experience in executing their orders and finding the best prices. |
|
| Valcourt S.A. |
Michael |
Conway |
Managing director |
41 225 925 300 |
WM |
mconway@valcourt.ch |
info@valcourt.ch |
Rue de la Rôtisserie 2, C.P. 5620 |
Geneva 11 |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/mike-conway-00b26880/ |
|
|
$400M |
|
|
https://www.valcourt.ch/ |
We provide tailor-made solutions based on our counterparties' needs. We focus our efforts on offering them the best investment opportunities.
Our team works in direct cooperation with our counterparties. It keeps them informed of the latest trends, supports and assists them to implement their investment strategies. The team provides them with a selection of bonds based on market conditions and on their criteria. In addition, we offer our clients a first-class experience in executing their orders and finding the best prices. |
|
| Valcourt S.A. |
Anthony |
Conway-Fell |
Managing director |
41 225 925 300 |
WM |
aconway@valcourt.ch |
info@valcourt.ch |
Rue de la Rôtisserie 2, C.P. 5620 |
Geneva 11 |
|
CH-1211 |
Switzerland |
Europe |
|
|
|
$400M |
|
|
https://www.valcourt.ch/ |
We provide tailor-made solutions based on our counterparties' needs. We focus our efforts on offering them the best investment opportunities.
Our team works in direct cooperation with our counterparties. It keeps them informed of the latest trends, supports and assists them to implement their investment strategies. The team provides them with a selection of bonds based on market conditions and on their criteria. In addition, we offer our clients a first-class experience in executing their orders and finding the best prices. |
|
| Valecka Wealth Management |
Jan |
Valecka |
Principal |
(972) 899-1679 |
WM |
jan@vwmplanning.com |
|
16610 Dallas Pkwy., Suite 1250 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/jangvaleckawealthmanagement/ |
|
2.005 |
|
|
https://www.latest.facebook.com/vwmplanning/ |
http://www.vwmplanning.com/ |
Valecka Wealth Management is a boutique wealth management firm offering comprehensive wealth management towards a goal to simplify your financial life. Valecka Wealth Management is dedicated to providing investment management and strategic wealth planning to women and busy families. Our goal is to simplify your financial life serving as your trusted advisor. As a financial firm, our primary focus is to provide objective opinions that seek to achieve long term investment results.
Valecka Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We will be your personal financial coach with year round financial advice and guidance in managing your investments. We coordinate with your other advisors to help provide a seamless financial plan. |
|
| Valecka Wealth Management |
Kathe |
Campomanes |
Client Service Assistant |
(972) 899-1679 |
WM |
kathe@vwmplanning.com |
|
16610 Dallas Pkwy., Suite 1250 |
Dallas |
TX |
75248 |
United States of America |
North America |
https://www.linkedin.com/in/katherinecampomanes/ |
|
2.005 |
|
|
https://www.latest.facebook.com/vwmplanning/ |
http://www.vwmplanning.com/ |
Valecka Wealth Management is a boutique wealth management firm offering comprehensive wealth management towards a goal to simplify your financial life. Valecka Wealth Management is dedicated to providing investment management and strategic wealth planning to women and busy families. Our goal is to simplify your financial life serving as your trusted advisor. As a financial firm, our primary focus is to provide objective opinions that seek to achieve long term investment results.
Valecka Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We will be your personal financial coach with year round financial advice and guidance in managing your investments. We coordinate with your other advisors to help provide a seamless financial plan. |
|
| Valicenti Advisory Services, Inc. |
Joseph |
Valicenti |
President & CEO |
(607) 733-9022 |
WM |
valicentijm@valicenti.com |
taxinfo@valicenti.com |
447 E Water St |
Elmira |
NY |
14901 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-valicenti-abb2252a/ |
|
|
$399M |
|
|
http://www.valicenti.com/ |
Valicenti Advisory Servicesis an investment advisory firm that has been providing wealth management services for more than 35 years. Founded in 1984, Valicenti is a fee-based Registered Investment Advisor located in the Southern Tier region of Elmira and Corning, New York. |
|
| Valicenti Advisory Services, Inc. |
Jeffrey |
Naylor |
Executive Vice President & CFO |
(607) 733-9022 |
WM |
naylorjs@valicenti.com |
taxinfo@valicenti.com |
447 E Water St |
Elmira |
NY |
14901 |
United States of America |
North America |
|
|
|
$399M |
|
|
http://www.valicenti.com/ |
Valicenti Advisory Servicesis an investment advisory firm that has been providing wealth management services for more than 35 years. Founded in 1984, Valicenti is a fee-based Registered Investment Advisor located in the Southern Tier region of Elmira and Corning, New York. |
|
| Valley Forge Wealth Management, Inc. |
Richard |
Hand |
President |
(610) 792-3330 |
WM |
rhand@valleyforgewealth.com |
mail@valleyforgewealth.com |
401 Stony Run Road |
Spring City |
PA |
19475 |
United States of America |
North America |
https://www.linkedin.com/in/richardhandcfp/ |
|
2.006 |
|
|
https://www.linkedin.com/company/vfwm/ |
https://www.valleyforgewealth.com/ |
Valley Forge Wealth Management, a comprehensive wealth management practice and believe our clientele deserve professional and objective advice. We help our clients assemble the pieces of their financial puzzle by simplifying complex concepts, and explaining them in terms that our clients can understand. |
|
| Valley Forge Wealth Management, Inc. |
Diane |
Culver |
Director of Client Relations |
(610) 792-3330 |
WM |
dculver@valleyforgewealth.com |
mail@valleyforgewealth.com |
401 Stony Run Road |
Spring City |
PA |
19475 |
United States of America |
North America |
https://www.linkedin.com/in/diane-culver-5b15439b/ |
|
2.006 |
|
|
https://www.linkedin.com/company/vfwm/ |
https://www.valleyforgewealth.com/ |
Valley Forge Wealth Management, a comprehensive wealth management practice and believe our clientele deserve professional and objective advice. We help our clients assemble the pieces of their financial puzzle by simplifying complex concepts, and explaining them in terms that our clients can understand. |
|
| Valley Forge Wealth Management, Inc. |
Sandy |
Weber-Johnson |
Director of Marketing |
(610) 792-3330 |
WM |
sweber@valleyforgewealth.com |
mail@valleyforgewealth.com |
401 Stony Run Road |
Spring City |
PA |
19475 |
United States of America |
North America |
https://www.linkedin.com/in/sandyweberjohnson/ |
|
2.006 |
|
|
https://www.linkedin.com/company/vfwm/ |
https://www.valleyforgewealth.com/ |
Valley Forge Wealth Management, a comprehensive wealth management practice and believe our clientele deserve professional and objective advice. We help our clients assemble the pieces of their financial puzzle by simplifying complex concepts, and explaining them in terms that our clients can understand. |
|
| Valley Forge Wealth Management, Inc. |
Samuel |
Feiser |
Associate Planner |
(610) 792-3330 |
WM |
sfeiser@valleyforgewealth.com |
mail@valleyforgewealth.com |
401 Stony Run Road |
Spring City |
PA |
19475 |
United States of America |
North America |
https://www.linkedin.com/in/samfeiser/ |
|
2.006 |
|
|
https://www.linkedin.com/company/vfwm/ |
https://www.valleyforgewealth.com/ |
Valley Forge Wealth Management, a comprehensive wealth management practice and believe our clientele deserve professional and objective advice. We help our clients assemble the pieces of their financial puzzle by simplifying complex concepts, and explaining them in terms that our clients can understand. |
|
| Valley Forge Wealth Management, Inc. |
Carl |
Landis |
Financial Planner |
(610) 792-3330 |
WM |
clandis@valleyforgewealth.com |
mail@valleyforgewealth.com |
401 Stony Run Road |
Spring City |
PA |
19475 |
United States of America |
North America |
|
|
2.006 |
|
|
https://www.linkedin.com/company/vfwm/ |
https://www.valleyforgewealth.com/ |
Valley Forge Wealth Management, a comprehensive wealth management practice and believe our clientele deserve professional and objective advice. We help our clients assemble the pieces of their financial puzzle by simplifying complex concepts, and explaining them in terms that our clients can understand. |
|
| Vallum Wealth Management |
Gregory |
Merlino |
Partner |
(856) 782-1600 |
WM |
GM@vallumwealth.com |
sc@vallumwealth.com |
Five Greentree Centre, 525 Route 73 North, Suite 213 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/gregmerlino/ |
|
|
|
|
|
https://www.vallumwealth.com/ |
As an independent wealth management firm, Vallum guides their clients, helping them create strategies to preserve and grow their assets over multiple generations. We specialize in advising executives, employees of large corporations, and their families, specifically in the areas of wealth growth and preservation. Our goal is to discover a balance for these clients between living the retirement they deserve and ultimately passing on a legacy to their loved ones. |
|
| Vallum Wealth Management |
Ryan |
Flynn |
Partner |
(856) 782-1600 |
WM |
REF@vallumwealth.com |
sc@vallumwealth.com |
Five Greentree Centre, 525 Route 73 North, Suite 213 |
Marlton |
NJ |
08053 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-flynn-cfp®-chfc®-crpc-13478813/ |
|
|
|
|
|
https://www.vallumwealth.com/ |
As an independent wealth management firm, Vallum guides their clients, helping them create strategies to preserve and grow their assets over multiple generations. We specialize in advising executives, employees of large corporations, and their families, specifically in the areas of wealth growth and preservation. Our goal is to discover a balance for these clients between living the retirement they deserve and ultimately passing on a legacy to their loved ones. |
|
| Vallum Wealth Management |
Michelle |
Kril Opanowski |
Operations |
(856) 782-1600 |
WM |
MK@vallumwealth.com |
sc@vallumwealth.com |
Five Greentree Centre, 525 Route 73 North, Suite 213 |
Marlton |
NJ |
08053 |
United States of America |
North America |
|
|
|
|
|
|
https://www.vallumwealth.com/ |
As an independent wealth management firm, Vallum guides their clients, helping them create strategies to preserve and grow their assets over multiple generations. We specialize in advising executives, employees of large corporations, and their families, specifically in the areas of wealth growth and preservation. Our goal is to discover a balance for these clients between living the retirement they deserve and ultimately passing on a legacy to their loved ones. |
|
| Vallum Wealth Management |
Karen |
Arena |
Operations |
(856) 782-1600 |
WM |
KA@vallumwealth.com |
sc@vallumwealth.com |
Five Greentree Centre, 525 Route 73 North, Suite 213 |
Marlton |
NJ |
08053 |
United States of America |
North America |
|
|
|
|
|
|
https://www.vallumwealth.com/ |
As an independent wealth management firm, Vallum guides their clients, helping them create strategies to preserve and grow their assets over multiple generations. We specialize in advising executives, employees of large corporations, and their families, specifically in the areas of wealth growth and preservation. Our goal is to discover a balance for these clients between living the retirement they deserve and ultimately passing on a legacy to their loved ones. |
|
| ValuesQuest Inc. |
Peter |
Liefer |
President and Founder |
(602)765-2224 |
WM |
peter@valuesquest.com |
peter@valuesquest.com |
2720 East Camelback Road, Suite 200 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/peterliefer/ |
|
1.999 |
|
|
https://www.linkedin.com/company/valuesquest/ |
https://www.valuesquest.com/ |
ValuesQuest, a full service financial consulting firm that goes beyond what’s expected. Our client discovery sessions are designed to uncover what you really value and what you are on quest to fulfill, then we create the plan with you to keep you on course. Our partnership with existing clients is invaluable and we enjoy the collaboration and opportunity to create plans that provide confidence. |
|
| Van Buren Financial Group, LLC |
Rick |
Miller |
Partner |
(302) 655-9505 |
WM |
richardm@vanburenfinancial.com |
info@vanburenfinancial.com |
615 West 18th Street |
Wilmington |
DE |
19802 |
United States of America |
North America |
https://www.linkedin.com/in/richard-t-miller-2ba29413/ |
|
|
|
|
|
https://www.vanburenfinancial.com/ |
Often, a financial advisor and accountant are the two most trusted professionals in one’s financial life. At Van Buren Financial Group, LLC our mission is to combine the two into one, serving as a one-stop resource for tax, accounting, and financial services. As a full-service firm in Wilmington, DE, we assist clients in all aspects of their financial lives, from reducing taxes to buying their first home to starting a business. Comprised of a number of experienced professionals in the tax and financial industries, we work together and provide support in our respective specialties. |
|
| Van Buren Financial Group, LLC |
Lee |
Peplinski |
Partner |
(302) 655-9505, Ext. 114 |
WM |
leep@vanburenfinancial.com |
info@vanburenfinancial.com |
615 West 18th Street |
Wilmington |
DE |
19802 |
United States of America |
North America |
|
|
|
|
|
|
https://www.vanburenfinancial.com/ |
Often, a financial advisor and accountant are the two most trusted professionals in one’s financial life. At Van Buren Financial Group, LLC our mission is to combine the two into one, serving as a one-stop resource for tax, accounting, and financial services. As a full-service firm in Wilmington, DE, we assist clients in all aspects of their financial lives, from reducing taxes to buying their first home to starting a business. Comprised of a number of experienced professionals in the tax and financial industries, we work together and provide support in our respective specialties. |
|
| Van Buren Financial Group, LLC |
Kenneth |
Weiford |
Partner |
(302) 655-9505, Ext. 115 |
WM |
kennethw@vanburenfinancial.com |
info@vanburenfinancial.com |
615 West 18th Street |
Wilmington |
DE |
19802 |
United States of America |
North America |
|
|
|
|
|
|
https://www.vanburenfinancial.com/ |
Often, a financial advisor and accountant are the two most trusted professionals in one’s financial life. At Van Buren Financial Group, LLC our mission is to combine the two into one, serving as a one-stop resource for tax, accounting, and financial services. As a full-service firm in Wilmington, DE, we assist clients in all aspects of their financial lives, from reducing taxes to buying their first home to starting a business. Comprised of a number of experienced professionals in the tax and financial industries, we work together and provide support in our respective specialties. |
|
| Van Buren Financial Group, LLC |
Dorel |
Kay Peplinski |
Office Manager |
(302) 655-9505 |
WM |
dorelp@vanburenfinancial.com |
info@vanburenfinancial.com |
615 West 18th Street |
Wilmington |
DE |
19802 |
United States of America |
North America |
|
|
|
|
|
|
https://www.vanburenfinancial.com/ |
Often, a financial advisor and accountant are the two most trusted professionals in one’s financial life. At Van Buren Financial Group, LLC our mission is to combine the two into one, serving as a one-stop resource for tax, accounting, and financial services. As a full-service firm in Wilmington, DE, we assist clients in all aspects of their financial lives, from reducing taxes to buying their first home to starting a business. Comprised of a number of experienced professionals in the tax and financial industries, we work together and provide support in our respective specialties. |
|
| Van Pelt Wealth Advisors |
Roger |
Van Pelt |
Founder |
(215) 766-2000 |
WM |
roger.vanpelt@Ceteraadvisors.com |
|
6055 A Kellers Church Road |
Pipersville |
PA |
18947 |
United States of America |
North America |
https://www.linkedin.com/in/roger-van-pelt-03138a104/ |
|
|
|
|
|
http://www.vanpeltwealth.com/ |
At Van Pelt Wealth Advisors, we established our firm with the desire to help successful individuals and families develop customized strategies tailored to their financial goals and dreams. Over the course of our many decades in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always. We want to help you create a personalized financial roadmap designed to guide you to your ideal destination. By serving as a reliable resource, we seek to reduce your financial anxiety and empower you to take an active role in your financial life. |
|
| Van Reed Wealth Management, LLC |
Beth |
Gallen Mastromarino |
President |
(610) 376-6334 |
WM |
bmastro@vanreedwealth.com |
pchristian@vanreedwealth.com |
1122 Penn Avenue |
Wyomissing |
PA |
19610 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-gallen-mastromarino-cfp®-4927377/ |
|
|
|
|
https://www.linkedin.com/company/van-reed-wealth-management-llc/ |
http://www.vanreedwealth.com/ |
Van Reed Wealth Management is an independent wealth management and investment advisory firm that specializes in providing comprehensive financial services designed to serve the needs of affluent individuals, business owners and their families. In our view, integrated wealth management is the simultaneous examination of all the relevant components of managing your wealth, including family dynamics, entity structures, cash flow, tax attributes and risk, with the objective of reconciling these all toward the optimal quantitative and qualitative solutions required to achieve client goals. It requires a diverse array of technical expertise, the discipline to adhere to a thoughtful process and professionals dedicated and skilled at working toward that goal. Van Reed Wealth Management specializes in integrated wealth management and offers a full suite of sophisticated in-house services that include Comprehensive Financial Planning, Investment Advisory Services, Estate and Trust Planning, Risk Management, Bill Pay and Expense Management. In addition we provide management and/or integration planning responsibility for any services that are outsourced, delegated or shared with third parties or other intermediaries. |
|
| Van Reed Wealth Management, LLC |
Gretchen |
Keith |
Client Service Manager |
(610) 376-6334 |
WM |
gretchen@financialpa.com |
pchristian@vanreedwealth.com |
1122 Penn Avenue |
Wyomissing |
PA |
19610 |
United States of America |
North America |
|
|
|
|
|
http://www.financialpa.com/team/gretchen-keith |
http://www.vanreedwealth.com/ |
Van Reed Wealth Management is an independent wealth management and investment advisory firm that specializes in providing comprehensive financial services designed to serve the needs of affluent individuals, business owners and their families. In our view, integrated wealth management is the simultaneous examination of all the relevant components of managing your wealth, including family dynamics, entity structures, cash flow, tax attributes and risk, with the objective of reconciling these all toward the optimal quantitative and qualitative solutions required to achieve client goals. It requires a diverse array of technical expertise, the discipline to adhere to a thoughtful process and professionals dedicated and skilled at working toward that goal. Van Reed Wealth Management specializes in integrated wealth management and offers a full suite of sophisticated in-house services that include Comprehensive Financial Planning, Investment Advisory Services, Estate and Trust Planning, Risk Management, Bill Pay and Expense Management. In addition we provide management and/or integration planning responsibility for any services that are outsourced, delegated or shared with third parties or other intermediaries. |
|
| Vancity Investment Management Ltd. |
Duncan |
McCrindell |
Senior Portfolio Manager |
(604) 871-5355 |
WM |
duncan_mccrindell@vancity.com |
vcim@vancity.com |
815 West Hastings Street, Suite 700 |
Vancouver |
BC |
V6C 1B4 |
Canada |
North America |
https://www.linkedin.com/in/duncan-mccrindell-85aa889/ |
|
1.946 |
|
|
https://www.linkedin.com/company/vancity/ |
https://vcim.ca/ |
Vancity is a values-based financial co-operative serving the needs of its more than 523,000 member-owners and their communities in the Coast Salish and Kwakwaka'wakw territories, with 59 branches in Metro Vancouver, the Fraser Valley, Victoria, Squamish and Alert Bay. |
|
| Vancouver Financial Planning Consultants |
Lorea |
DeClercq |
Financial Planner |
(604) 685-1938 |
WM |
ldeclercq@vfpc.ca |
planning@vfpc.ca |
1600-800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
https://www.linkedin.com/in/lorea-declercq-05595448/ |
|
|
|
|
|
http://vfpc.ca/ |
Vancouver Financial Planning is committed to providing our clients with personalized, comprehensive financial planning services. Our planners and staff work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with our clients, their families, friends and associates. |
|
| Vancouver Financial Planning Consultants |
Ken |
Labron |
Financial Planner |
(604) 685-1938 |
WM |
klabron@vfpc.ca |
planning@vfpc.ca |
1600-800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
|
|
|
|
|
|
http://vfpc.ca/ |
Vancouver Financial Planning is committed to providing our clients with personalized, comprehensive financial planning services. Our planners and staff work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with our clients, their families, friends and associates. |
|
| Vancouver Financial Planning Consultants |
Daisy |
Mak |
Financial Planner |
(604) 685-1938 |
WM |
dmak@vfpc.ca |
planning@vfpc.ca |
1600-800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
|
|
|
|
|
|
http://vfpc.ca/ |
Vancouver Financial Planning is committed to providing our clients with personalized, comprehensive financial planning services. Our planners and staff work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with our clients, their families, friends and associates. |
|
| Vancouver Financial Planning Consultants |
Robert |
Sawatzky |
Financial Planner |
(604) 685-1938 |
WM |
rsawatzky@vfpc.ca |
planning@vfpc.ca |
1600-800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
https://www.linkedin.com/in/robert-sawatzky-59978b2/ |
|
|
|
|
|
http://vfpc.ca/ |
Vancouver Financial Planning is committed to providing our clients with personalized, comprehensive financial planning services. Our planners and staff work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with our clients, their families, friends and associates. |
|
| Vancouver Financial Planning Consultants |
James |
Waring |
Financial Planner |
(604) 685-1938 |
WM |
jwaring@vfpc.ca |
planning@vfpc.ca |
1600-800 West Pender Street |
Vancouver |
BC |
V6C 2V6 |
Canada |
North America |
|
|
|
|
|
|
http://vfpc.ca/ |
Vancouver Financial Planning is committed to providing our clients with personalized, comprehensive financial planning services. Our planners and staff work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with our clients, their families, friends and associates. |
|
| Vantage Investment Advisors, LLC |
Tom |
Kleban |
Senior Research Analyst |
(888) 797-6161 |
WM |
tkleban@vantageadvisors.com |
support@vantageadvisors.com |
1375 Martin Street, Suite 200 |
State College |
PA |
16803 |
United States of America |
North America |
https://www.linkedin.com/in/tom-kleban-5301744/ |
|
|
$477M |
|
|
https://www.partnerwithmariner.com/ |
Mariner Wealth Advisors is a multidisciplinary financial services firm serving a broad range of people with creative solutions, with a broad reach and deep resources to better serve you. The Mariner Wealth Advisors family specializes in wealth advice, retirement solutions, investment banking, business valuation and forensics and business advisory services for middle market companies. |
|
| Vaughn Asset Advisory, LLC |
David |
Thomas, Jr |
President & Managing Member |
(972) 698-4211 |
WM |
dthomas@vaa-llc.com |
support@vaa-llc.com |
1910 Pacific Ave Suite 18650 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/dvtjr/ |
|
2.016 |
|
|
https://www.linkedin.com/company/vaughn-asset-advisory-llc./ |
http://www.vaughnassetadvisory.com |
Vaughn Asset Advisory is a boutique wealth management firm located in the heart of Dallas, Texas. We specialize in providing investment management and financial planning services to private clients, small to middle market businesses, and the executives and employees which make these enterprises possible. Our clients choose Vaughn Asset Advisory because they have worked hard, built a nest egg, and need a partner who can help grow their assets responsibly, manage risk effectively, and create a plan for passing their wealth to the next generation. We are proud to service clients in six states and one U.S. territory. |
|
| Vault Financial |
Scott |
Shrader |
President |
(561) 223-3252 |
WM |
Scott@VaultWealthManagement.com |
MattR@VaultTax.com |
1983 PGA Boulevard, Suite 102 |
Palm Beach Gardens |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/scottshrader/ |
|
|
|
|
https://www.linkedin.com/company/vault-wealth-management/ |
https://www.vaultpalmbeach.com/ |
Vault is a full-service financial firm committed to you, our client. We offer a wide range of financial advice and services to help individuals and business owners pursue their financial goals. We believe that you will be better able to identify your goals and make sound supporting decisions after a consultation with one of our consultants. We are passionate about providing industry leading advice and service. If we do not offer a product or service, we have relationships with various top providers in many different fields. |
|
| Vault Financial |
Nicholas |
Castellino |
Associate |
(724) 561-4864 |
WM |
Nick@VaultWealthManagement.com |
MattR@VaultTax.com |
1983 PGA Boulevard, Suite 102 |
Palm Beach Gardens |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/nick-castellino-59133a9b/ |
|
|
|
|
https://www.linkedin.com/company/vault-wealth-management/ |
https://www.vaultpalmbeach.com/ |
Vault is a full-service financial firm committed to you, our client. We offer a wide range of financial advice and services to help individuals and business owners pursue their financial goals. We believe that you will be better able to identify your goals and make sound supporting decisions after a consultation with one of our consultants. We are passionate about providing industry leading advice and service. If we do not offer a product or service, we have relationships with various top providers in many different fields. |
|
| VCM Wealth |
Jason |
Vavra |
Managing Member |
(610) 489-3018 |
WM |
info@vcm-wealth.com |
info@vcm-wealth.com |
1026 Blacksmith Lane |
Collegeville |
PA |
19426 |
United States of America |
North America |
https://www.linkedin.com/in/jason-vavra-cpa-pfs-602a867/ |
|
|
|
|
|
https://vcm-wealth.com/ |
Vavra Capital Management, LLC (VCM) d/b/a VCM Wealth is a Pennsylvania, New Jersey, Delaware, California and Florida state registered investment advisory firm. VCM Wealth and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which VCM Wealth maintains clients. VCM Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VCM is a client focused company that provides personalized investment management, retirement plan, financial planning, consulting and insurance services to institutional and individual clients utilizing a comprehensive financial planning approach, which includes analyzing current market conditions, the client’s financial position, risk tolerance, and future spending need, our goal is to create a comprehensive long-term financial plan that will help clients achieve their long-term financial goals. |
|
| Vector Wealth Management, LLC |
Sharon |
Calhoun |
Principal |
(612) 378-7560 |
WM |
scalhoun@vectorwealth.com |
vwm@vectorwealth.com |
43 Main Street SE, Suite 236 |
Minneapolis |
MN |
55414-1048 |
United States of America |
North America |
https://www.linkedin.com/in/sharon-calhoun-73992a4/ |
|
1.993 |
$1B |
|
https://www.linkedin.com/company/vectorwealth/ |
http://www.vectorwealth.com/ |
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. |
|
| Vector Wealth Management, LLC |
Thomas |
Fee |
Principal & Managing Partner |
(612) 378-7560 |
WM |
tfee@vectorwealth.com |
vwm@vectorwealth.com |
43 Main Street SE, Suite 236 |
Minneapolis |
MN |
55414-1048 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-fee-37062b11/ |
|
1.993 |
$1B |
|
https://www.linkedin.com/company/vectorwealth/ |
http://www.vectorwealth.com/ |
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. |
|
| Vector Wealth Management, LLC |
Melissa |
Hoffman |
Client Services Specialist |
(612) 378-7560 |
WM |
mhoffman@vectorwealth.com |
vwm@vectorwealth.com |
43 Main Street SE, Suite 236 |
Minneapolis |
MN |
55414-1048 |
United States of America |
North America |
https://www.linkedin.com/in/melissa-hoffman-0b23a073/ |
|
1.993 |
$1B |
|
https://www.linkedin.com/company/vectorwealth/ |
http://www.vectorwealth.com/ |
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. |
|
| VectorGlobal WMG, Inc. |
Carlos |
Gadala-Maria |
CEO & President |
(305) 350-3350 |
WM |
cgadala-maria@vectorglobalwmg.com |
compliance@vectorglobalwmg.com |
1001 Brickell Bay Dr., Suite 1900 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/carlos-gadala-maria-0b707825/ |
|
1.993 |
$5B |
|
https://www.linkedin.com/company/vectorglobal-wealth-management-group/ |
https://www.vectorglobalwmg.com/ |
During the past decades, a product-based selling approach has been used frequently by the investment industry. When customers want to make an investment, VectorGlobal WMG uses its resources and expertise in an unbiased manner to assist our customers with all the various products available in the market based on the customer´s investment objectives.
In addition to the value of this approach, we have adopted an investment philosophy based on continuous communication with our clients. We have an investment philosophy that is based on close contact and an in-depth knowledge of the needs and objectives of our clients. More than anything, we firmly believe in educating our clients regarding the essential balance between time horizons, risk tolerance and expected profits. |
|
| VectorGlobal WMG, Inc. |
Oscar |
Mejia |
CFO |
(305) 350-3350 |
WM |
omejia@vectorglobalwmg.com |
compliance@vectorglobalwmg.com |
1001 Brickell Bay Dr., Suite 1900 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/oscar-mejia-2a08713/ |
|
1.993 |
$5B |
|
https://www.linkedin.com/company/vectorglobal-wealth-management-group/ |
https://www.vectorglobalwmg.com/ |
During the past decades, a product-based selling approach has been used frequently by the investment industry. When customers want to make an investment, VectorGlobal WMG uses its resources and expertise in an unbiased manner to assist our customers with all the various products available in the market based on the customer´s investment objectives.
In addition to the value of this approach, we have adopted an investment philosophy based on continuous communication with our clients. We have an investment philosophy that is based on close contact and an in-depth knowledge of the needs and objectives of our clients. More than anything, we firmly believe in educating our clients regarding the essential balance between time horizons, risk tolerance and expected profits. |
|
| Velocity Wealth Management, LLC |
Brandon |
Capps |
Founder |
(480) 404-7523 |
WM |
Brandon_Capps@glic.com |
Brandon_Capps@glic.com |
5080 North 40th Street, Suite 400 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
https://www.linkedin.com/in/brandoncapps/ |
|
2.010 |
|
|
|
http://www.velocitywealthmgt.com/ |
Velocity Wealth Management was founded upon the realization that traditional financial planning is flawed and thus is no longer working for the majority of Americans. We take great pride in our uncommon approach that allows our clients the ability to enjoy life today while having the flexibility to realize profits from investments, real estate, and business opportunities. Combining our uncommon strategies and proven techniques along with knowledgeable guidance from only the industry’s leading advisors across the nation allows our clients to truly have the velocity of their money work optimally. The goal is a better, less stressful life today, with a dramatically enhanced retirement lifestyle and legacy. Overall, we expect to provide unparalleled results for our clients and feel they should expect the same. |
|
| Venturi Private Wealth |
Russell |
Norwood |
CEO / Founding Partner |
(512) 220-2040 |
WM |
RUSS@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/russell-norwood-2009a011/ |
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Private Wealth |
Jim |
Kozlowski |
SENIOR MANAGING DIRECTOR - PRIVATE EQUITY |
(512) 220-2035 |
WM |
JIM@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/jim-kozlowski-2b96aa8/ |
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Private Wealth |
Michael |
Catanese |
Senior Client Associate |
(512) 220-2037 |
WM |
MICHAEL@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/s-michael-catanese-9b28b5127/ |
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Private Wealth |
Michael |
Sanders |
President |
(512) 220-2044 |
WM |
MSANDERS@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/mike-sanders-29583412/ |
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Private Wealth |
Mike |
Banks |
CFO / COO |
(512) 220-2042 |
WM |
MIKE@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/mike-banks-cfa-a4244b17/ |
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Private Wealth |
Dave |
Swann |
CCO / General Counsel |
(512) 220-4712 |
WM |
DAVE@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
|
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Private Wealth |
George |
Clark |
CIO and Founding Partner |
(512) 220-2039 |
WM |
GEORGE@VENTURIWEALTH.COM |
INFO@VENTURIWEALTH.COM |
3600 N. CAPITAL OF TEXAS HWY BUILDING B, SUITE 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/george-clark-cfa-37433643/ |
|
2.015 |
|
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://venturiwealthmanagement.com/ |
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. |
|
| Venturi Wealth Management, LLC. |
Michael |
Sanders |
Director / Senior Advisor |
(512) 220-2044 |
WM |
msanders@venturiwealthmanagement.com |
info@venturiwealth.com |
3600 N. Capital of Texas Hwy., Building B, Suite 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/mike-sanders-29583412 |
Private Wealth Management, Investment Consulting, Estate Planning & Wealth Transfer, Alternative Investments, Business Sale Planning, Concentrated Stock, Trust Services, and Retirement Planning |
2.015 |
$100M |
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://www.venturiwealthmanagement.com/ |
Venturi Wealth Management is an Austin-based independent private wealth management firm and multi family office for families of first generation wealth creators. We focus on serving clients who have complex needs, require precise analysis and skilled management. Our clients are successful entrepreneurs, corporate executives, affluent families and private foundations with complex needs and substantial resources. Our team has extensive experience providing comprehensive advice to this select clientele. |
|
| Venturi Wealth Management, LLC. |
Mike |
Banks |
CFO / COO / CCO |
(512) 220-2042 |
WM |
mike@venturiwealthmanagement.com |
info@venturiwealth.com |
3600 N. Capital of Texas Hwy., Building B, Suite 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/mike-banks-cfa-a4244b17/ |
Private Wealth Management, Investment Consulting, Estate Planning & Wealth Transfer, Alternative Investments, Business Sale Planning, Concentrated Stock, Trust Services, and Retirement Planning |
2.015 |
$100M |
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://www.venturiwealthmanagement.com/ |
Venturi Wealth Management is an Austin-based independent private wealth management firm and multi family office for families of first generation wealth creators. We focus on serving clients who have complex needs, require precise analysis and skilled management. Our clients are successful entrepreneurs, corporate executives, affluent families and private foundations with complex needs and substantial resources. Our team has extensive experience providing comprehensive advice to this select clientele. |
|
| Venturi Wealth Management, LLC. |
George |
Clark |
Founding Partner & Director of Investments |
Office: (512) 220-2035, Direct: (512) 220-2039 |
WM |
george@venturiwealthmanagement.com |
info@venturiwealthmanagement.com |
3600 N. Capital of Texas Hwy., Building B, Suite 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/george-clark-cfa-37433643/ |
Private Wealth Management, Investment Consulting, Estate Planning & Wealth Transfer, Alternative Investments, Business Sale Planning, Concentrated Stock, Trust Services, and Retirement Planning |
2.015 |
$100M |
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://www.venturiwealthmanagement.com/ |
Venturi Wealth Management is an Austin-based independent private wealth management firm and multi family office for families of first generation wealth creators. We focus on serving clients who have complex needs, require precise analysis and skilled management. Our clients are successful entrepreneurs, corporate executives, affluent families and private foundations with complex needs and substantial resources. Our team has extensive experience providing comprehensive advice to this select clientele. |
|
| Venturi Wealth Management, LLC. |
Russell |
Norwood |
Founding Partner & Managing Director |
Office: (512) 220-2035, Direct: (512) 220-2040 |
WM |
russ@venturiwealthmanagement.com |
info@venturiwealthmanagement.com |
3600 N. Capital of Texas Hwy., Building B, Suite 100 |
Austin |
TX |
78746 |
United States of America |
North America |
https://www.linkedin.com/in/russell-norwood-2009a011/ |
Private Wealth Management, Investment Consulting, Estate Planning & Wealth Transfer, Alternative Investments, Business Sale Planning, Concentrated Stock, Trust Services, and Retirement Planning |
2.015 |
$100M |
|
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://www.venturiwealthmanagement.com/ |
Venturi Wealth Management is an Austin-based independent private wealth management firm and multi family office for families of first generation wealth creators. We focus on serving clients who have complex needs, require precise analysis and skilled management. Our clients are successful entrepreneurs, corporate executives, affluent families and private foundations with complex needs and substantial resources. Our team has extensive experience providing comprehensive advice to this select clientele. |
|
| Verdi Wealth Management |
John |
Gottschall |
Partner & Senior Portfolio Manager |
(208) 331-7858 |
WM |
john@verdiwm.com |
info@verdiwealthplanning.com |
412 E Parkcenter Blvd., Suite 325 |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/johnwgottschall/ |
|
1.990 |
|
|
https://www.linkedin.com/company/verdi-wealth-planning/ |
https://verdiwealthmanagement.com/ |
Verdi is a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end. As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services. |
|
| Verdi Wealth Management |
Mary |
Walker |
Partner & Wealth Advisor |
(208) 331-7858 |
WM |
mary@verdiwm.com |
info@verdiwealthplanning.com |
412 E Parkcenter Blvd., Suite 325 |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/mary-walker-ab3338a4/ |
|
1.990 |
|
|
https://www.linkedin.com/company/verdi-wealth-planning/ |
https://verdiwealthmanagement.com/ |
Verdi is a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end. As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services. |
|
| Verdi Wealth Management |
Mark |
Miller |
Partner & Senior Portfolio Manager |
(208) 331-7858 |
WM |
mark@verdiwm.com |
info@verdiwealthplanning.com |
412 E Parkcenter Blvd., Suite 325 |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/mark-miller-a89707b/ |
|
1.990 |
|
|
https://www.linkedin.com/company/verdi-wealth-planning/ |
https://verdiwealthmanagement.com/ |
Verdi is a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end. As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services. |
|
| Verdi Wealth Management |
Rachel |
Dykstra |
Director of Advanced Planning Services |
(208) 331-7858 |
WM |
rachel@verdiwm.com |
info@verdiwealthplanning.com |
412 E Parkcenter Blvd., Suite 325 |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/rachel-dykstra-cpa-pfs-49a73243/ |
|
1.990 |
|
|
https://www.linkedin.com/company/verdi-wealth-planning/ |
https://verdiwealthmanagement.com/ |
Verdi is a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end. As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services. |
|
| Verdi Wealth Management |
Craig |
Verdi |
Founder & Wealth Advisor |
(208) 331-7858 |
WM |
craig@verdiwm.com |
info@verdiwealthplanning.com |
412 E Parkcenter Blvd., Suite 325 |
Boise |
ID |
83706 |
United States of America |
North America |
https://www.linkedin.com/in/craig-verdi-cfp®-23664893/ |
|
1.990 |
|
|
https://www.linkedin.com/company/verdi-wealth-planning/ |
https://verdiwealthmanagement.com/ |
Verdi is a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end. As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services. |
|
| Verdi Wealth Management |
Chris |
Verdi |
Director of Client Services |
(208) 331-7858 |
WM |
chris@verdiwm.com |
info@verdiwealthplanning.com |
412 E Parkcenter Blvd., Suite 325 |
Boise |
ID |
83706 |
United States of America |
North America |
|
|
1.990 |
|
|
https://www.linkedin.com/company/verdi-wealth-planning/ |
https://verdiwealthmanagement.com/ |
Verdi is a high touch, high service, independent, wealth management consulting firm based in Boise, Idaho. We deliver integrated solutions to high net worth families, individuals, and foundations/endowments throughout the Intermountain and Pacific Northwest regions. As a carefully designed and independent boutique, we provide our clients with the best of breed wealth management services through an open architecture platform, ensuring we are not captive to any particular money manager, service provider, or product. What sets Verdi Wealth Management apart is the degree to which we commit ourselves to our families, individual’s, and foundation’s interest, and then marshal our full capabilities toward that end. As we see it, wealth management is about building close caring long-term relationships as much as it is about product and services. |
|
| Veris Wealth Partners |
Lori |
Choi |
Partner |
(212) 349-4172 |
WM |
lchoi@veriswp.com |
info@veriswp.com |
235 Montgomery St Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/lori-choi-cfa-7302078 |
|
2.007 |
$958M |
|
https://www.linkedin.com/company/veris-wealth-partners/ |
https://www.veriswp.com/ |
Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York, Portsmouth, and Boulder. |
|
| Veris Wealth Partners |
Steve |
Fahrer |
Managing Partner |
(415) 814-0580 |
WM |
sfahrer@veriswp.com |
info@veriswp.com |
235 Montgomery St Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/steve-fahrer-47788473/ |
|
2.007 |
$958M |
|
https://www.linkedin.com/company/veris-wealth-partners/ |
https://www.veriswp.com/ |
Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York, Portsmouth, and Boulder. |
|
| Veris Wealth Partners |
Anders |
Ferguson |
Partner |
(415) 814-0580 |
WM |
afaijersson@veriswp.com |
info@veriswp.com |
235 Montgomery St Suite 850 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/andersfaijersson/ |
|
2.007 |
$958M |
|
https://www.linkedin.com/company/veris-wealth-partners/ |
https://www.veriswp.com/ |
Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York, Portsmouth, and Boulder. |
|
| Veritable LP |
Jeffrey |
Beachell |
Partner |
215-489-7717 |
WM |
jbeachell@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-beachell-52a3332/ |
|
1.986 |
$14B |
|
https://www.linkedin.com/company/veritable-lp |
https://veritablelp.com/ |
Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
|
| Veritable LP |
David |
Belej |
Partner |
215-489-7717 |
WM |
dbelej@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/david-belej-12256711/ |
|
1.986 |
$14B |
|
https://www.linkedin.com/company/veritable-lp |
https://veritablelp.com/ |
Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
|
| Veritable LP. |
Jonathan |
Scott |
Partner |
(215) 489-7717 |
WM |
jscott@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-scott-32399222/ |
|
1.986 |
$14B |
|
https://www.linkedin.com/company/veritable-lp |
https://veritablelp.com/ |
Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
|
| Veritas Wealth Advisors, Inc. |
David |
Pettit III |
President and Founder |
(954) 990-2220 |
WM |
dpettit@vwadvisors.com |
LVignola@vwadvisors.com |
10167 W. Sunrise Blvd., Suite 107 |
Plantation |
FL |
33322 |
United States of America |
North America |
|
|
2.001 |
$17.5M |
|
https://www.linkedin.com/company/veritas-wealth-advisors-inc-/ |
http://www.veritaswealthadvisors.com/ |
At Veritas Wealth Advisors, we are committed to guiding our clients towards their long-term financial success. Our goal is to preserve and create wealth through risk appropriate asset management and holistic financial planning. Our commitment to our clients is to assist them to achieve their goals with integrity, objectivity and superior personal service. |
|
| VERITY Wealth Advisors |
Evan |
Oliver |
Principal |
(415) 561-3340 |
WM |
evan@veritywealth.com |
|
1505 Bridgeway, Suite 208 |
Sausalito |
CA |
94965 |
United States of America |
North America |
https://www.linkedin.com/in/evanoliver/ |
|
2.003 |
$158M |
|
https://www.linkedin.com/company/verity-wealth-advisors/ |
https://www.veritywealth.com/ |
VERITY Wealth Advisors LLC is a wealth advisory firm located in Sausalito, California. |
|
| VERITY Wealth Advisors |
Ryan |
Beckler |
Director |
(415) 561-3340 |
WM |
ryan@veritywealth.com |
|
1505 Bridgeway, Suite 208 |
Sausalito |
CA |
94965 |
United States of America |
North America |
|
|
2.003 |
$158M |
|
https://www.linkedin.com/company/verity-wealth-advisors/ |
https://www.veritywealth.com/ |
VERITY Wealth Advisors LLC is a wealth advisory firm located in Sausalito, California. |
|
| Vernal Point Advisors LLC |
Paul |
Morelli |
Managing Partner |
(415) 637-2665 |
WM |
pm@vernalpoint.com |
emacknight@vernalpoint.com |
235 Montgomery Street, Suite 1120 |
San Francisco |
CA |
94104 |
United States of America |
North America |
|
|
|
$169M |
|
https://www.linkedin.com/company/vernal-point-advisors/ |
http://www.vernalpoint.com/ |
Vernal Point is a management-owned wealth advisory firm founded in 2012 and headquartered in San Francisco. |
|
| Vernal Point Advisors LLC |
Richard |
Faw |
Director of Quantitative Research |
(415) 637-2665 |
WM |
rfaw@vernalpoint.com |
emacknight@vernalpoint.com |
235 Montgomery Street, Suite 1120 |
San Francisco |
CA |
94104 |
United States of America |
North America |
|
|
|
$169M |
|
https://www.linkedin.com/company/vernal-point-advisors/ |
http://www.vernalpoint.com/ |
Vernal Point is a management-owned wealth advisory firm founded in 2012 and headquartered in San Francisco. |
|
| Vernal Point Advisors LLC |
Michael |
Lewis |
Director of Wealth Strategies |
(415) 637-2665 |
WM |
mlewis@vernalpoint.com |
emacknight@vernalpoint.com |
235 Montgomery Street, Suite 1120 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/mlewiscfp/ |
|
|
$169M |
|
https://www.linkedin.com/company/vernal-point-advisors/ |
http://www.vernalpoint.com/ |
Vernal Point is a management-owned wealth advisory firm founded in 2012 and headquartered in San Francisco. |
|
| Versant Capital Management, Inc. |
Thomas |
Connelly |
President & CIO |
(602) 635-3760 |
WM |
tomc@versantcm.com |
connected@versantcm.com |
2394 E Camelback Rd., Suite 100 |
Phoenix |
AZ |
85016 |
United States of America |
North America |
https://www.linkedin.com/in/tomjconnelly/ |
|
2.004 |
$623M |
|
https://www.linkedin.com/company/versant-capital-management-inc-/ |
https://versantcm.com/ |
Versant Capital Management, an independent wealth management and investment firm that creates plans to reflect your goals beyond just your finances. We focus on your most critical challenges and opportunities, and bring deep expertise to framing wealth management choices and investment portfolios around what’s important to you – providing sound advice combined with intelligent investment strategies. Together we develop partnerships and innovative new ideas to sustain and expand success and preserve wealth through generations. |
|
| Vertex One |
Leonard |
Trigg |
COO |
(604) 681-5787 |
WM |
ltrigg@vertexone.com |
invest@vertexone.com |
Suite 3200 1021 West Hastings Street |
Vancouver |
BC |
V6E 0C3 |
Canada |
North America |
https://www.linkedin.com/in/leonardtrigg/ |
|
1.997 |
|
|
https://www.linkedin.com/company/vertex-one-asset-management/?originalSubdomain=ca |
https://www.vertexone.com/ |
Vertex One Asset Management Inc. (V1) is a Vancouver based asset management firm providing investment services to retail advisors, high-net-worth individuals and institutions. Founded by three partners in 1997, we remain independently aligned and dedicated to our principles of achieving investors’ long term goals through performance, service, and integrity. |
|
| Vertex One |
Martin |
Lang |
CCO |
(604) 681-5787 |
WM |
mlang@vertexone.com |
invest@vertexone.com |
Suite 3200 1021 West Hastings Street |
Vancouver |
BC |
V6E 0C3 |
Canada |
North America |
https://www.linkedin.com/in/martin-lang-7274b45b/ |
|
1.997 |
|
|
https://www.linkedin.com/company/vertex-one-asset-management/?originalSubdomain=ca |
https://www.vertexone.com/ |
Vertex One Asset Management Inc. (V1) is a Vancouver based asset management firm providing investment services to retail advisors, high-net-worth individuals and institutions. Founded by three partners in 1997, we remain independently aligned and dedicated to our principles of achieving investors’ long term goals through performance, service, and integrity. |
|
| Vertex Wealth Advisors - Ameriprise Financial Services, Inc. |
Nathan |
Schrock |
Paraplanner |
(480) 472-0376 x213 |
WM |
nathan.d.schrock@ampf.com |
nathan.d.schrock@ampf.com |
14274 N Northsight Blvd Ste 100 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
|
|
|
|
https://www.ameripriseadvisors.com/team/vertex-wealth-advisors |
Vertex Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| VESTA Wealth Management, LLC |
Daniele |
Ghiotti |
Managing Director - Wealth Advisor |
(305) 240-6648 |
WM |
Daniele.Ghiotti@VestaWealth.com |
info@vestawealth.com |
1688 Meridian Avenue, 7th floor Suite 700 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/daniele-g-665188/ |
|
2.013 |
$137.4M |
|
|
https://vestawealth.com/ |
Vesta Wealth Management is registered with the U.S. Security and Exchange Commission and incorporated in the state of Florida. The firm handles $137.4 million in total assets throughout 314 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small group of one employee who is a financial advisor. |
|
| VESTA Wealth Management, LLC |
Hunkar |
Ozyasar |
Independent Contractor - Senior Associate |
(305) 240-6659 |
WM |
Hunkar.Ozyasar@VestaWealth.com |
info@vestawealth.com |
1688 Meridian Avenue, 7th floor Suite 700 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/hunkar-ozyasar-5a3492120/ |
|
2.013 |
$137.4M |
|
|
https://vestawealth.com/ |
Vesta Wealth Management is registered with the U.S. Security and Exchange Commission and incorporated in the state of Florida. The firm handles $137.4 million in total assets throughout 314 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small group of one employee who is a financial advisor. |
|
| VESTA Wealth Management, LLC |
Jingxi |
Lippman |
Independent Contractor - Associate |
(305) 240-6642 |
WM |
Jingxi.Li@vestawealth.com |
info@vestawealth.com |
1688 Meridian Avenue, 7th floor Suite 700 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
|
|
2.013 |
$137.4M |
|
|
https://vestawealth.com/ |
Vesta Wealth Management is registered with the U.S. Security and Exchange Commission and incorporated in the state of Florida. The firm handles $137.4 million in total assets throughout 314 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small group of one employee who is a financial advisor. |
|
| Vestcap Investment Management Inc. |
Nugent |
Schneider |
Founder & Chair of the Board |
(416) 869-0991 |
WM |
schneider@vestcap.com |
|
199 Bay Street, Suite 2902 |
Toronto |
ON |
M5L 1G5 |
Canada |
North America |
|
|
|
|
|
|
http://www.vestcap.com/ |
Vestcap Investment Management was founded in 1988 with the goal of providing clients with highly personalized and attentive investment management services. Since then, our company has grown to serve more than 200 families and continues to add to its extensive high-net-worth clientele. |
|
| Vestcap Investment Management Inc. |
Roger |
Glassco |
President & CEO |
(416) 869-0991 |
WM |
rglassco@vestcap.com |
|
199 Bay Street, Suite 2902 |
Toronto |
ON |
M5L 1G5 |
Canada |
North America |
|
|
|
|
|
|
http://www.vestcap.com/ |
Vestcap Investment Management was founded in 1988 with the goal of providing clients with highly personalized and attentive investment management services. Since then, our company has grown to serve more than 200 families and continues to add to its extensive high-net-worth clientele. |
|
| Vestcap Investment Management Inc. |
Lyle |
Steinberg |
Managing Director, Senior Portfolio Manager |
(416) 869-0991 |
WM |
stein@vestcap.com |
|
199 Bay Street, Suite 2902 |
Toronto |
ON |
M5L 1G5 |
Canada |
North America |
|
|
|
|
|
|
http://www.vestcap.com/ |
Vestcap Investment Management was founded in 1988 with the goal of providing clients with highly personalized and attentive investment management services. Since then, our company has grown to serve more than 200 families and continues to add to its extensive high-net-worth clientele. |
|
| Vestpointe Wealth Management, LLC |
Joseph |
McCabe III |
President |
(602) 212-1040 |
WM |
info@vestpointe.com |
info@vestpointe.com |
7373 E. Doubletree Ranch Rd., Suite 175 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/joemccabe/ |
|
|
|
|
https://www.linkedin.com/company/vestpointe-wealth-management/ |
https://vestpointe.com/ |
Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals. Our team specializes in the development and execution of proactive strategies that leverage your entire financial picture to maximize returns, minimize risk and reduce taxes. |
|
| Victus Capital Wealth, LLC |
Darrach |
Mc Carthy |
Managing Partner |
(310) 622-1280 |
WM |
inquiry@victuscap.com |
inquiry@victuscap.com |
11766 Wilshire Boulevard, Suite 1220 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/darrach-mc-carthy-aa169540/ |
|
2.010 |
$147M |
|
https://www.linkedin.com/company/victus-capital-wealth-llc/ |
https://victuscapitalwealth.com/ |
Victus Capital Wealth is an SEC-Registered Investment Advisor (RIA), headquartered in Los Angeles, CA. When it comes to planning for retirement, it’s hard to meet goals you haven’t set. We help busy and successful people simplify and organize their financial lives. We’ll help you set those goals and put you on a path to realize them.
Nobody likes paying taxes. We invest in a low-cost, tax-efficient manner, harvesting tax-losses when appropriate. In addition, we’ll coordinate with your CPA and Trust Attorney to ensure you take advantage of all relevant deductions and strategies. If you do not have those existing relationships, we can bring in those professionals. |
|
| View Capital Advisors LLC |
Jeffrey |
Rupp |
Managing Director |
(214) 855-2551 |
WM |
jrupp@view-cap.com |
|
2727 N Harwood Ste 225 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-rupp-b75a4a17/ |
|
|
$944M |
|
https://www.linkedin.com/company/bluffview-wealth-management-llc |
http://www.view-cap.com/ |
Bluffview Wealth Management is a boutique wealth management firm focused on the wealth management needs of its substantial private clients and entrepreneurs. The Firm prides itself on independent thinking and custom investment solutions. |
|
| View Capital Advisors LLC |
Ken |
Shoji |
Managing Director, Chief Investment Officer |
(214) 855-2570 |
WM |
kshoji@view-cap.com |
|
2727 N Harwood Ste 225 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/kenshoji/ |
|
|
$944M |
|
https://www.linkedin.com/company/bluffview-wealth-management-llc |
http://www.view-cap.com/ |
Bluffview Wealth Management is a boutique wealth management firm focused on the wealth management needs of its substantial private clients and entrepreneurs. The Firm prides itself on independent thinking and custom investment solutions. |
|
| View Capital Advisors LLC |
Craig |
Brubaker |
Managing Director |
(214) 855-2556 |
WM |
cbrubaker@view-cap.com |
|
2727 N Harwood Ste 225 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/craig-brubaker-27054644/ |
|
|
$944M |
|
https://www.linkedin.com/company/bluffview-wealth-management-llc |
http://www.view-cap.com/ |
Bluffview Wealth Management is a boutique wealth management firm focused on the wealth management needs of its substantial private clients and entrepreneurs. The Firm prides itself on independent thinking and custom investment solutions. |
|
| View Capital Advisors LLC |
Mary |
Hogan |
Principal, Chief Administrative Officer |
(214) 855-2560 |
WM |
mhogan@view-cap.com |
|
2727 N Harwood Ste 225 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/mary-hogan-2324044/ |
|
|
$944M |
|
https://www.linkedin.com/company/bluffview-wealth-management-llc |
http://www.view-cap.com/ |
Bluffview Wealth Management is a boutique wealth management firm focused on the wealth management needs of its substantial private clients and entrepreneurs. The Firm prides itself on independent thinking and custom investment solutions. |
|
| View Capital Advisors LLC |
Jaime |
Palmer |
Managing Director |
(214) 855-2566 |
WM |
jpalmer@view-cap.com |
|
2727 N Harwood Ste 225 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/jaime-palmer-22102a1/ |
|
|
$944M |
|
https://www.linkedin.com/company/bluffview-wealth-management-llc |
http://www.view-cap.com/ |
Bluffview Wealth Management is a boutique wealth management firm focused on the wealth management needs of its substantial private clients and entrepreneurs. The Firm prides itself on independent thinking and custom investment solutions. |
|
| VIGILANT Capital Management |
Daniel |
Mulkern |
Principal |
(603) 294-5343 |
WM |
dmulkern@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/dan-mulkern-5940a021/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
Scott |
Sorensen |
Principal |
(603) 294-5344 |
WM |
ssorensen@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/scott-sorensen-cfa-023378a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
Jeffrey |
Carlisle |
Principal |
(207) 619-9101 |
WM |
jcarlisle@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-carlisle-2ba393/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
Lawrence |
Blaisdell |
Managing Director & Wealth Advisor |
(207) 619-9102 |
WM |
lblaisdell@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/lawrence-a-blaisdell-73830814/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
William |
Clifford |
Managing Director & Wealth Advisor |
(603) 294-5349 |
WM |
wclifford@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
Hope |
Martin |
Managing Director & Wealth Advisor |
(603) 294-5341 |
WM |
hmartin@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/hope-martin-cfp®-ba70a71b/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
Christopher |
Lyford |
Managing Director & Portfolio Manager |
(207) 619-9107 |
WM |
clyford@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/chris-lyford-cfa-52248111a/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| VIGILANT Capital Management |
Jean |
Trim |
Managing Director & Portfolio Manager |
(603) 294-5346 |
WM |
jtrim@vigilantcap.com |
|
18 Congress Street Suite 209 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/jean-trim-023155b/ |
|
2.002 |
|
|
https://www.linkedin.com/company/vigilant-capital-management-llc/ |
https://vigilantcap.com/ |
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). |
|
| Vigilare Wealth Management, LLC |
Jason |
Polit |
Co-Founder & Chief Investment Officer |
(480) 636-8292 |
WM |
jason@vigilarewealth.com |
info@vigilarewealth.com |
8585 E. Hartford Drive, Suite 113 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/jasonpolit/ |
|
2.011 |
|
|
https://www.linkedin.com/company/vigilare-wealth-management-llc/ |
https://www.vigilarewealth.com/ |
Vigilare Wealth Management was created with the single goal of protecting and growing our clients’ wealth. Whether you’re in retirement or in the early stages of formulating a strategy, nothing is more critical than ensuring that your assets ultimately enable you to live out your long-held dreams. We take personal pride in your success and happiness. We want you to enjoy the money you’ve earned and saved, rather than feeling weighed down by the complexity of managing it. And we look forward to standing by your side as your trusted advisor, working together to navigate through life’s financial challenges and major decisions. |
|
| Vigilare Wealth Management, LLC |
Jag |
Zdrale |
Co-Founder & Global Market Strategist |
(480) 636-8292 |
WM |
jag@vigilarewealth.com |
info@vigilarewealth.com |
8585 E. Hartford Drive, Suite 113 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/jag-zdrale-717bbb35/ |
|
2.011 |
|
|
https://www.linkedin.com/company/vigilare-wealth-management-llc/ |
https://www.vigilarewealth.com/ |
Vigilare Wealth Management was created with the single goal of protecting and growing our clients’ wealth. Whether you’re in retirement or in the early stages of formulating a strategy, nothing is more critical than ensuring that your assets ultimately enable you to live out your long-held dreams. We take personal pride in your success and happiness. We want you to enjoy the money you’ve earned and saved, rather than feeling weighed down by the complexity of managing it. And we look forward to standing by your side as your trusted advisor, working together to navigate through life’s financial challenges and major decisions. |
|
| Violich Capital Management |
Paulin |
Violich |
Founder, Chief Compliance Officer and Portfolio Manager |
(415) 217-4444 |
WM |
pviolich@violichcapital.com |
inquiry@violichcapital.com |
201 California Street, Suite 650 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/paul-violich-48347314/ |
|
|
$518M |
|
|
https://www.violichcapital.com/ |
Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors. Our firm acts as an Investment Advisor and manages financial assets for our clients while providing superior service. We are based in San Francisco, California.
As an independent, employee-owned firm, we serve as a trusted fiduciary to our clients acting in their best interests. We provide investment advisory services customized to address specific client needs. Violich Capital Management consists of a talented team of experienced investment and client service professionals. Our firm is focused on delivering long-term capital appreciation and employing tax efficient investment strategies. We strive to achieve superior risk-adjusted returns through a combination of asset allocation, sector allocation, and diligent security selection. |
|
| Virtus Wealth Management |
Brian |
Tillotson |
Founding Partner |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
btillotson@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/briantillotsoncpwa®/ |
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| Virtus Wealth Management |
Charles |
Elhoff |
Founding Partner, Wealth Advisor |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
celhoff@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/charleselhoffcfp/ |
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| Virtus Wealth Management |
Karen |
Spence |
Wealth Advisor |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
kspence@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/karenspencecrpc/ |
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| Virtus Wealth Management |
Mark |
Moore |
Certified Financial Planner |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
mmoore@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
|
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| Virtus Wealth Management |
Amy |
Tillotson |
COO |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
atillotson@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
|
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| Virtus Wealth Management |
Josh |
Hubman |
Director of Financial Modelling |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
jhubman@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/joshhubman/ |
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| Virtus Wealth Management |
Barbara |
McCarver |
Director of Client Services |
817-717-3812 | 817-795-1095 | 866-407-4320 |
WM |
bmccarver@virtuswealth.com |
|
2535 East Southlake Blvd., Ste. 100 |
Southlake |
TX |
76092 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-mccarver-bb01873b/ |
|
2.001 |
|
|
https://www.linkedin.com/company/virtuswealthmanagement/ |
https://www.virtuswealth.com/ |
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. |
|
| VisionaryWealth - Ameriprise Financial Services, Inc. |
Gregory |
Farber |
Financial Advisor |
(806) 352-0664 |
WM |
gregory.g.farber@ampf.com |
gregory.g.farber@ampf.com |
7840 Hillside Rd., Suite 200 |
Amarillo |
TX |
79119-7875 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-farber-cfp®-crpc®-cfs-99239a2a/ |
|
|
|
|
|
https://www.ameripriseadvisors.com/team/visionarywealth |
VisionaryWealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. |
|
| Vista Capital Partners, Inc. |
Gordon |
Gorsuch |
Lead Advisor |
(503) 292-5247 |
WM |
Gordie@vistacp.com |
info@vistacp.com |
9755 SW Barnes Road suite 595 |
Portland |
OR |
97225 |
United States of America |
North America |
|
|
2.001 |
$1.1B |
|
https://www.linkedin.com/company/vista-capital-partners/ |
https://vistacp.com/ |
Vista Capital Partners is an independent Registered Investment Advisor based in Portland, Oregon, with managed assets of more than $1 billion. As a fee-only financial advisor, Vista provides a full range of financial planning services for successful individuals and families seeking to grow their wealth, protect their assets, prepare for retirement, and build their personal legacy. |
|
| Vista Capital Partners, Inc. |
Dougal |
Williams |
Chief Investment Officer & Partner |
(503) 291-4490 |
WM |
dougal@vistacp.com |
info@vistacp.com |
9755 S.W. Barnes Road, Suite 595 |
Portland |
OR |
97225 |
United States of America |
North America |
https://www.linkedin.com/in/dougal-williams-cfa-93120929/ |
|
2.001 |
$1.1B |
|
https://www.linkedin.com/company/vista-capital-partners/ |
https://vistacp.com/ |
Vista Capital Partners is an independent Registered Investment Advisor based in Portland, Oregon, with managed assets of more than $1 billion. As a fee-only financial advisor, Vista provides a full range of financial planning services for successful individuals and families seeking to grow their wealth, protect their assets, prepare for retirement, and build their personal legacy. |
|
| Vista Capital Partners, Inc. |
Doug |
Johanson |
CEO & Partner |
(503) 772-9700 |
WM |
doug@vistacp.com |
info@vistacp.com |
9755 S.W. Barnes Road, Suite 595 |
Portland |
OR |
97225 |
United States of America |
North America |
https://www.linkedin.com/in/doug-johanson-cfa®-5929727/ |
|
2.001 |
$1.1B |
|
https://www.linkedin.com/company/vista-capital-partners/ |
https://vistacp.com/ |
Vista Capital Partners is an independent Registered Investment Advisor based in Portland, Oregon, with managed assets of more than $1 billion. As a fee-only financial advisor, Vista provides a full range of financial planning services for successful individuals and families seeking to grow their wealth, protect their assets, prepare for retirement, and build their personal legacy. |
|
| Vista Wealth Management, LLC |
Michael |
Spector |
CEO |
(650) 252-0550 |
WM |
michael@vistawealth.com |
myfamilycfo@vistawealth.com |
306 Cambridge Avenue |
East Palo Alto |
CA |
94306 |
United States of America |
North America |
https://www.linkedin.com/in/michael-spector-76599824/ |
|
1.999 |
$1.5B |
|
https://www.linkedin.com/company/vista-wealth-management/ |
http://www.vistawealth.com/ |
Every Vista client relationship begins with a plan. Through our Discovery process, we identify key financial goals and model several what-if scenarios to assist clients with decision making. The planning process is ongoing and an interactive exercise between our clients and their advisors.
While planning is the core of what we do at Vista, our investment strategies are what our clients rely on to accomplish their goals. We devote substantial resources to provide a world-class investment experience that is both innovative and cost effective. For those clients who wish to adopt a Values Based investment strategy, we offer an ESG (Environmental, Social and Governance) focused alternative. |
|
| Vista Wealth Management, LLC |
James |
Knight |
COO & Wealth Advisor |
(650) 252-0550 |
WM |
james@vistawealth.com |
myfamilycfo@vistawealth.com |
306 Cambridge Avenue |
East Palo Alto |
CA |
94306 |
United States of America |
North America |
https://www.linkedin.com/in/james-knight-61b0553/ |
|
1.999 |
$1.5B |
|
https://www.linkedin.com/company/vista-wealth-management/ |
http://www.vistawealth.com/ |
Every Vista client relationship begins with a plan. Through our Discovery process, we identify key financial goals and model several what-if scenarios to assist clients with decision making. The planning process is ongoing and an interactive exercise between our clients and their advisors.
While planning is the core of what we do at Vista, our investment strategies are what our clients rely on to accomplish their goals. We devote substantial resources to provide a world-class investment experience that is both innovative and cost effective. For those clients who wish to adopt a Values Based investment strategy, we offer an ESG (Environmental, Social and Governance) focused alternative. |
|
| Vista Wealth Management, LLC |
Brian |
Frazier |
CIO & Wealth Advisor |
(650) 252-0550 |
WM |
brian@vistawealth.com |
myfamilycfo@vistawealth.com |
306 Cambridge Avenue |
East Palo Alto |
CA |
94306 |
United States of America |
North America |
https://www.linkedin.com/in/james-knight-61b0553/ |
|
1.999 |
$1.5B |
|
https://www.linkedin.com/company/vista-wealth-management/ |
http://www.vistawealth.com/ |
Every Vista client relationship begins with a plan. Through our Discovery process, we identify key financial goals and model several what-if scenarios to assist clients with decision making. The planning process is ongoing and an interactive exercise between our clients and their advisors.
While planning is the core of what we do at Vista, our investment strategies are what our clients rely on to accomplish their goals. We devote substantial resources to provide a world-class investment experience that is both innovative and cost effective. For those clients who wish to adopt a Values Based investment strategy, we offer an ESG (Environmental, Social and Governance) focused alternative. |
|
| VISTA Wealth Strategies LLC |
Judy |
Redpath |
Founder & Owner |
(703) 295-9322 |
WM |
jredpath@vistaws.com |
info@vistaws.com |
12020 Sunrise Valley Drive, Suite 180 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/judy-l-redpath-cfp®-aif®-2593323/ |
Holistic Financial Planning, Retirement Planning, Investment Management, Tax-Sensitive Planning, Business Planning, Estate Planning |
2.006 |
|
|
https://www.linkedin.com/company/vista-wealth-strategies-llc/ |
https://www.vistaws.com/ |
VISTA Wealth Strategies, a holistic, independent wealth management firm. We are located in Reston, Virginia, providing expert guidance, advice, and insight to our clients. Whether you are growing your personal net worth or striving to preserve it, spend it wisely, and arrange for an effective transfer of wealth, today’s financial challenges are becoming increasingly complex.
We partner with you to simplify these complexities by designing and implementing financial plans and solutions that promote a sustainable lifestyle, benefiting you now and into the future. We are in the lifetime relationship business. |
|
| VISTA Wealth Strategies LLC |
Jodene |
Gibbs |
Paraplanner |
(703) 295-9322 Ext. 103 |
WM |
jgibbs@vistaws.com |
info@vistaws.com |
12020 Sunrise Valley Drive, Suite 180 |
Reston |
VA |
20191 |
United States of America |
North America |
|
Holistic Financial Planning, Retirement Planning, Investment Management, Tax-Sensitive Planning, Business Planning, Estate Planning |
2.006 |
|
|
https://www.linkedin.com/company/vista-wealth-strategies-llc/ |
https://www.vistaws.com/ |
VISTA Wealth Strategies, a holistic, independent wealth management firm. We are located in Reston, Virginia, providing expert guidance, advice, and insight to our clients. Whether you are growing your personal net worth or striving to preserve it, spend it wisely, and arrange for an effective transfer of wealth, today’s financial challenges are becoming increasingly complex.
We partner with you to simplify these complexities by designing and implementing financial plans and solutions that promote a sustainable lifestyle, benefiting you now and into the future. We are in the lifetime relationship business. |
|
| VISTA Wealth Strategies LLC |
Amy |
Fendley |
Administrative Assistant |
(703) 295-9322 |
WM |
afendley@vistaws.com |
info@vistaws.com |
12020 Sunrise Valley Drive, Suite 180 |
Reston |
VA |
20191 |
United States of America |
North America |
https://www.linkedin.com/in/amy-fendley-794775b/ |
Holistic Financial Planning, Retirement Planning, Investment Management, Tax-Sensitive Planning, Business Planning, Estate Planning |
2.006 |
|
|
https://www.linkedin.com/company/vista-wealth-strategies-llc/ |
https://www.vistaws.com/ |
VISTA Wealth Strategies, a holistic, independent wealth management firm. We are located in Reston, Virginia, providing expert guidance, advice, and insight to our clients. Whether you are growing your personal net worth or striving to preserve it, spend it wisely, and arrange for an effective transfer of wealth, today’s financial challenges are becoming increasingly complex.
We partner with you to simplify these complexities by designing and implementing financial plans and solutions that promote a sustainable lifestyle, benefiting you now and into the future. We are in the lifetime relationship business. |
|
| Vivaldi Capital Management (fka Proper Analysis Corporation) |
Anne |
Ogan |
Wealth Adviser |
(312) 248-8300 |
WM |
aogan@properanalysis.com |
info@vivaldicap.com |
225 W Wackjer Drive Suite #2100 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/anne-ogan-b754561/ |
|
2.012 |
|
|
https://www.linkedin.com/company/vivaldi-capital-management-llc/ |
http://www.properanalysis.com/ |
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way. |
|
| Vivaldi Capital Management (fka Proper Analysis Corporation) |
William |
Proper |
Wealth Adviser |
(312) 248-8300 |
WM |
wproper@properanalysis.com |
info@vivaldicap.com |
225 W Wackjer Drive Suite #2100 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
2.012 |
|
|
https://www.linkedin.com/company/vivaldi-capital-management-llc/ |
http://www.properanalysis.com/ |
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way. |
|
| Vizionary Wealth Management |
Wayne |
Wagner, Jr. |
President |
(302) 635-9400 |
WM |
WAYNE@VIZIONARYWEALTH.COM |
answers@vizionarywealth.com |
11 Middleton Drive |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/waynewagnerjr/ |
|
|
|
|
|
https://vizionarywealth.com/ |
Vizionary Wealth Management was founded on the desire to help self-made, financially intelligent clients create the life they dream of. Our advice aims to help you grow your wealth, protect your progress, and secure your future. Planning for your future requires more than just financial insight. It requires multiple perspectives. When you work with us, you work with more than just an advisor. You work with an entrepreneur, a business executive, and a family man. |
|
| Vizionary Wealth Management |
Mark |
Powers |
Operations Manager |
(302) 635-9400 |
WM |
MARK@VIZIONARYWEALTH.COM |
answers@vizionarywealth.com |
11 Middleton Drive |
Wilmington |
DE |
19808 |
United States of America |
North America |
https://www.linkedin.com/in/mark-powers-6342b167/ |
|
|
|
|
|
https://vizionarywealth.com/ |
Vizionary Wealth Management was founded on the desire to help self-made, financially intelligent clients create the life they dream of. Our advice aims to help you grow your wealth, protect your progress, and secure your future. Planning for your future requires more than just financial insight. It requires multiple perspectives. When you work with us, you work with more than just an advisor. You work with an entrepreneur, a business executive, and a family man. |
|
| VM Wealth Management Ltd. |
Devon |
Barrett |
CEO |
(876) 960-5000 Ext. 3 |
WM |
devon.barrett@vmwealth.com |
wealthinfo@myvmgroup.com |
53 Knutsford Boulevard |
Kingston 5 |
|
|
Jamaica |
North America |
|
|
1.994 |
|
|
https://www.linkedin.com/company/vmwealth/ |
https://vmwealth.vmbs.com/ |
Victoria Mutual Wealth Management Limited is one of Jamaica's premier wealth management, securities trading, investment advisory services and corporate solutions. As a wholly owned subsidiary of the Victoria Mutual Building Society, VM Wealth is built on a solid foundation of over 136 years of prudent financial management. |
|
| Vontobel Asset Management |
Julien |
Fulop |
Senior Relationship Manager |
41 582 832 680 |
WM |
julien.fulop@vontobel.com |
|
Spitalgasse 3 |
Berne |
|
CH-3001 |
Switzerland |
Europe |
|
|
1.988 |
|
|
https://www.linkedin.com/company/vontobel-asset-management/ |
https://am.vontobel.com/ |
Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. |
|
| Vontobel Asset Management |
Reto |
Lichtensteiger |
Head of Institutional Clients German-Speaking Switzerland |
41 582 837 931 |
WM |
reto.lichtensteiger@vontobel.com |
|
Spitalgasse 3 |
Berne |
|
CH-3001 |
Switzerland |
Europe |
https://www.linkedin.com/in/reto-lichtensteiger-047048163/ |
|
1.988 |
|
|
https://www.linkedin.com/company/vontobel-asset-management/ |
https://am.vontobel.com/ |
Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. |
|
| Vontobel Pte. Ltd. |
Georg |
von Wattenwyl |
Chief Executive Officer |
65 6713 9700 |
WM |
georg.vonwattenwyl@vontobel.com |
|
8 Marina Boulevard, Marina Bay Financial Centre (Tower 1), Level 04-03 |
Singapore |
|
018981 |
Singapore |
Asia |
https://www.linkedin.com/in/georgvonwattenwyl/ |
Wealth Management, Asset Management, Investment Banking |
1.924 |
|
georg.vonwattenwyl@swisscham.sg |
https://www.linkedin.com/company/vontobel/ |
https://www.vontobel.com/ |
As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. |
|
| Vontobel Pte. Ltd. |
Emmanuel |
Guillaume |
Executive Director |
65 6713 9700 |
WM |
emmanuel.guillaume@vontobel.com |
|
8 Marina Boulevard, Marina Bay Financial Centre (Tower 1), Level 04-03 |
Singapore |
|
018981 |
Singapore |
Asia |
https://www.linkedin.com/in/emmanuel-guillaume-130210/ |
Wealth Management, Asset Management, Investment Banking |
1.924 |
|
|
https://www.linkedin.com/company/vontobel/ |
https://www.vontobel.com/ |
As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. |
|
| Vora Wealth |
Dharmesh |
Vora |
Owner / Founder |
(928) 526-8672 |
WM |
dharmesh@vorafinancial.com |
team@vorafinancial.com |
14 E. Birch Avenue |
Flagstaff |
AZ |
86001 |
United States of America |
North America |
https://www.linkedin.com/in/dharmesh-vora-973b245/ |
|
|
|
|
|
https://www.vorafinancial.com/ |
Vora Wealth Management is a Registered Investment Advisory (RIA) firm specializing in Retirement Income Planning and Wealth Advisory Services. Our firm serves as a fiduciary partner to our clients and provides unbiased, transparent advice aligned with our client’s goals. |
|
| Vora Wealth |
Clarissa |
Cottabarren |
Chief Strategy Officer |
Mobile: (928) 848-6747 |
WM |
clarissa@vorafinancial.com |
team@vorafinancial.com |
822 N Humphreys St. |
Flagstaff |
AZ |
86001 |
United States of America |
North America |
https://www.linkedin.com/in/clarissa-cottabarren/ |
|
|
|
|
|
https://www.vorafinancial.com/ |
Vora Wealth Management is a Registered Investment Advisory (RIA) firm specializing in Retirement Income Planning and Wealth Advisory Services. Our firm serves as a fiduciary partner to our clients and provides unbiased, transparent advice aligned with our client’s goals. |
|
| Vora Wealth |
Julia |
Smith |
Private Client Manager |
(925) 526-8672 |
WM |
julia@vorafinancial.com |
team@vorafinancial.com |
14 E. Birch Avenue |
Flagstaff |
AZ |
86001 |
United States of America |
North America |
|
|
|
|
|
|
https://www.vorafinancial.com/ |
Vora Wealth Management is a Registered Investment Advisory (RIA) firm specializing in Retirement Income Planning and Wealth Advisory Services. Our firm serves as a fiduciary partner to our clients and provides unbiased, transparent advice aligned with our client’s goals. |
|
| Voya Investment Management LLC |
Christine |
Hurtsellers |
Chief Executive Officer, Voya Investment Management |
212-309-8200 |
WM |
Christine.Hurtsellers@voya.com |
info@inginvestment.com |
230 Park Avenue |
New York |
NY |
10169 |
United States of America |
North America |
https://www.linkedin.com/in/christine-hurtsellers-3a756897/ |
|
2.014 |
$90M |
|
https://www.linkedin.com/company/voya/ |
https://investments.voya.com/ |
Voya Investment Management Co. LLC operates as an investment management firm. The Company offers financial advisory and portfolio management services to high net worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, and municipalities. Voya Investment Management serves customers in the United States. |
|
| W Wealth Strategies |
Frank |
Wong |
Principal |
(212) 938.7565 |
WM |
fwong@wwealthllc.com |
|
1 DeWolf Road Suite 103A |
Old Tappam |
NJ |
07675 |
United States of America |
North America |
https://www.linkedin.com/in/frank-wong-5b50ab34/ |
|
|
|
|
|
https://wwealthllc.com/ |
W Wealth Strategies LLC is a full-service wealth management firm based in New York City and New Jersey. We assist clients throughout the U.S. who value objectivity and a comprehensive approach to financial planning services. Our highest priority is to help maximize wealth accumulation and estate preservation strategies for our clients. |
|
| Waddell & Associates, Inc. |
Perry |
Green |
SVP, Senior Wealth Strategist |
(901) 767-9187 |
WM |
pgreen@waddellandassociates.com |
request@waddellandassociates.com |
5188 Wheels Dr |
Memphis |
TN |
38117 |
United States of America |
North America |
https://www.linkedin.com/in/perry-green-0893461a/ |
Healthcare, Senior Planning, Credit Facilities, Travel, Even Bucket List Facilitation |
1.985 |
$771M |
pgreen@wealthstrategists.com |
https://www.linkedin.com/company/wealthstrategists/ |
https://www.waddellandassociates.com/ |
At Waddell & Associates, we are wealth strategists who strive to provide strategic value beyond that of a standard financial planner or investment manager. Wealth strategists are different from most financial planners in that, additionally, we engage an extensive arsenal of resources to help our clients in any way possible, which includes offering access to our robust network of contacts.
We talk a lot internally about how we can leverage our networks to help enhance our clients' lives. This serves to transcend financial discussions and offer resources for healthcare, senior planning, credit facilities, travel, and even bucket list facilitation. |
|
| Waddell & Associates, Inc. |
Tara (Tee) |
Meeks |
Chief Administrative Officer, CCO |
(901) 767-9187 |
WM |
tee@waddellandassociates.com |
request@waddellandassociates.com |
5188 Wheels Dr |
Memphis |
TN |
38117 |
United States of America |
North America |
https://www.linkedin.com/in/tee-woodruff-meeks-196baa26/ |
Healthcare, Senior Planning, Credit Facilities, Travel, Even Bucket List Facilitation |
1.985 |
$771M |
tmeeks@wealthstrategists.com |
https://www.linkedin.com/company/wealthstrategists/ |
https://www.waddellandassociates.com/ |
At Waddell & Associates, we are wealth strategists who strive to provide strategic value beyond that of a standard financial planner or investment manager. Wealth strategists are different from most financial planners in that, additionally, we engage an extensive arsenal of resources to help our clients in any way possible, which includes offering access to our robust network of contacts.
We talk a lot internally about how we can leverage our networks to help enhance our clients' lives. This serves to transcend financial discussions and offer resources for healthcare, senior planning, credit facilities, travel, and even bucket list facilitation. |
|
| Waddell & Associates, Inc. |
Kathy |
Williams |
SVP, Senior Wealth Strategist |
(901) 767-9187 |
WM |
kathy@waddellandassociates.com |
request@waddellandassociates.com |
5188 Wheels Dr |
Memphis |
TN |
38117 |
United States of America |
North America |
https://www.linkedin.com/in/kathy-williams-80b43a28/ |
Healthcare, Senior Planning, Credit Facilities, Travel, Even Bucket List Facilitation |
1.985 |
$771M |
kwilliams@wealthstrategists.com |
https://www.linkedin.com/company/wealthstrategists/ |
https://www.waddellandassociates.com/ |
At Waddell & Associates, we are wealth strategists who strive to provide strategic value beyond that of a standard financial planner or investment manager. Wealth strategists are different from most financial planners in that, additionally, we engage an extensive arsenal of resources to help our clients in any way possible, which includes offering access to our robust network of contacts.
We talk a lot internally about how we can leverage our networks to help enhance our clients' lives. This serves to transcend financial discussions and offer resources for healthcare, senior planning, credit facilities, travel, and even bucket list facilitation. |
|
| Waddell & Associates, Inc. |
Carol Lee |
Royer |
SVP, Senior Wealth Strategist |
(901) 767-9187 |
WM |
carollee@waddellandassociates.com |
request@waddellandassociates.com |
5188 Wheels Dr |
Memphis |
TN |
38117 |
United States of America |
North America |
https://www.linkedin.com/in/carol-lee-royer-cfp®-cfa®-cdfa™-a1b4042b/ |
Healthcare, Senior Planning, Credit Facilities, Travel, Even Bucket List Facilitation |
1.985 |
$771M |
clroyer@wealthstrategists.com |
https://www.linkedin.com/company/wealthstrategists/ |
https://www.waddellandassociates.com/ |
At Waddell & Associates, we are wealth strategists who strive to provide strategic value beyond that of a standard financial planner or investment manager. Wealth strategists are different from most financial planners in that, additionally, we engage an extensive arsenal of resources to help our clients in any way possible, which includes offering access to our robust network of contacts.
We talk a lot internally about how we can leverage our networks to help enhance our clients' lives. This serves to transcend financial discussions and offer resources for healthcare, senior planning, credit facilities, travel, and even bucket list facilitation. |
|
| Wall Capital Group |
David |
Wall |
Founder and President |
(623) 242-6332 |
WM |
dave@wallcapitalgroup.com |
info@wallcapitalgroup.com |
22601 N 19th Ave., Suite 216 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
https://www.linkedin.com/in/david-wall-b639594/ |
Public Pension Funds |
1.990 |
|
|
https://www.linkedin.com/company/wall-capital-group/ |
https://wallcapitalgroup.com/ |
Wall Capital Group lives the values of our public safety professionals as fee-only fiduciary financial advisors. Founded and managed by former police and firefighters, we have 30 years’ experience planning and managing the investment of public pension funds. In addition to assisting the pension plans of public safety professionals, we serve the retirement investing needs of individuals and families. Our personal wealth management strategies carry the same unique perspective and low cost/high-value philosophy we provide public institutions. |
|
| Wall Capital Group |
William |
Galgan |
Vice President |
(623) 242-6332 |
WM |
bill@wallcapitalgroup.com |
info@wallcapitalgroup.com |
22601 N 19th Ave., Suite 216 |
Phoenix |
AZ |
85027 |
United States of America |
North America |
|
Public Pension Funds |
1.990 |
|
|
https://www.linkedin.com/company/wall-capital-group/ |
https://wallcapitalgroup.com/ |
Wall Capital Group lives the values of our public safety professionals as fee-only fiduciary financial advisors. Founded and managed by former police and firefighters, we have 30 years’ experience planning and managing the investment of public pension funds. In addition to assisting the pension plans of public safety professionals, we serve the retirement investing needs of individuals and families. Our personal wealth management strategies carry the same unique perspective and low cost/high-value philosophy we provide public institutions. |
|
| Wallace Wealth Management, Inc. |
Nathan |
Wallace |
President |
(208) 228-5040 Ext. 101 |
WM |
nathan@wallacewealthcda.com |
|
13403 N. Government Way, Suite 201 |
Hayden |
ID |
83835 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-thurman-wallace-fscp®-lutcf®-36a09a2/ |
|
2.015 |
|
|
|
https://www.wallacewealthcda.com/ |
Wallace Wealth Management in Hayden, Idaho is a company specializing in financial planning and personal asset management. Our representative's focus is creating an investment and savings plan to help you reach your financial goals. The ultimate goal is to help ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you may be better off. Let the Financial Service Representatives at Wallace Wealth Management, Inc., be the ones to help you reach your goals. |
|
| Wallace Wealth Management, Inc. |
Mike |
Thode |
Advisor |
(208) 228-5040 Ext. 101 |
WM |
michael.thode@kmsfinancial.com |
|
13403 N. Government Way, Suite 201 |
Hayden |
ID |
83835 |
United States of America |
North America |
https://www.linkedin.com/in/mike-thode-876797a8/ |
|
2.015 |
|
|
|
https://www.wallacewealthcda.com/ |
Wallace Wealth Management in Hayden, Idaho is a company specializing in financial planning and personal asset management. Our representative's focus is creating an investment and savings plan to help you reach your financial goals. The ultimate goal is to help ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you may be better off. Let the Financial Service Representatives at Wallace Wealth Management, Inc., be the ones to help you reach your goals. |
|
| Wallington Asset Management, LLC |
Jeffrey |
Dowden |
Executive Vice President & Portfolio Manager |
(317) 575-8670 |
WM |
jdowden@wallingtonasset.com |
|
8900 Keystone Crossing, Suite 1015 |
Indianapolis |
IN |
46240 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-dowden-cfa-071247a8/ |
|
|
$617M |
|
|
http://wallingtonasset.com/ |
Wallington Asset Management, LLC is a Registered Investment Advisor originally founded in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans.
As a Registered Investment Advisor under the Investment Advisors Act of 1940, Wallington Asset Management, LLC has assembled a team of investment professionals with decades of experience in analyzing securities, managing investment portfolios and formulating investment strategies. |
|
| Walnut Creek Wealth Management |
Bernard |
Smith |
Investment Advisor Representative—Firm Principal |
(925) 280-1800 Ext. 102 |
WM |
Bernie@WalnutCreekWealth.com |
info@WalnutCreekWealth.com |
1850 Mt. Diablo Boulevard, Suite 170 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/berniesmit/ |
|
|
|
|
https://www.linkedin.com/company/walnut-creek-wealth-management/ |
https://www.walnutcreekwealth.com/ |
Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country. Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals. |
|
| Walnut Creek Wealth Management |
Damien |
Couture |
Investment Advisor Representative—Firm Principal |
(925) 280-1800 Ext. 101 |
WM |
Damien@WalnutCreekWealth.com |
info@WalnutCreekWealth.com |
1850 Mt. Diablo Boulevard, Suite 170 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/damiencouture/ |
|
|
|
|
https://www.linkedin.com/company/walnut-creek-wealth-management/ |
https://www.walnutcreekwealth.com/ |
Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country. Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals. |
|
| Walnut Creek Wealth Management |
Debbie |
Purser |
Investment Advisor Representative—Firm Principal |
(925) 280-1800 Ext. 105 |
WM |
Debbie@WalnutCreekWealth.com |
info@WalnutCreekWealth.com |
1850 Mt. Diablo Boulevard, Suite 170 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/walnut-creek-wealth-management/ |
https://www.walnutcreekwealth.com/ |
Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country. Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals. |
|
| Walnut Creek Wealth Management |
Rebecca |
Thulien |
Client Service Manager |
(925) 280-1800 Ext. 104 |
WM |
Rebecca@walnutcreekwealth.com |
info@WalnutCreekWealth.com |
1850 Mt. Diablo Boulevard, Suite 170 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-thulien-0937aa6/ |
|
|
|
|
https://www.linkedin.com/company/walnut-creek-wealth-management/ |
https://www.walnutcreekwealth.com/ |
Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country. Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals. |
|
| Walnut Creek Wealth Management |
Mary-Catherine |
Chen |
Planning & Client Service Associate |
(925) 280-1800 Ext. 111 |
WM |
marycatherine@walnutcreekwealth.com |
info@WalnutCreekWealth.com |
1850 Mt. Diablo Boulevard, Suite 170 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/walnut-creek-wealth-management/ |
https://www.walnutcreekwealth.com/ |
Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country. Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals. |
|
| Walnut Creek Wealth Management |
Donald |
Rogers |
Director of Research |
(925) 280-1800 Ext. 107 |
WM |
Don@WalnutCreekWealth.com |
info@WalnutCreekWealth.com |
1850 Mt. Diablo Boulevard, Suite 170 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/donald-rogers-480795a4/ |
|
|
|
|
https://www.linkedin.com/company/walnut-creek-wealth-management/ |
https://www.walnutcreekwealth.com/ |
Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country. Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals. |
|
| Walser Wealth Management Company |
Rebecca |
Walser |
Principal |
(866) 929-3258 |
WM |
rwalser@walserwealth.com |
info@walserwealth.com |
777 South Harbour Island Boulevard, Suite 440 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/rebeccawalser/ |
|
2.015 |
$17.4M |
|
https://www.linkedin.com/company/walser-wealth-management/ |
https://www.walserwealth.com/ |
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Walser Wealth Management Company, A Limited Liability Company can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. |
|
| Walser Wealth Management Company |
Julie |
Brown |
Business Development Manager |
(866) 929-3258 |
WM |
jbrown@walserwealth.com |
info@walserwealth.com |
777 South Harbour Island Boulevard, Suite 440 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/julie-brown-045592164/ |
|
2.015 |
$17.4M |
|
https://www.linkedin.com/company/walser-wealth-management/ |
https://www.walserwealth.com/ |
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Walser Wealth Management Company, A Limited Liability Company can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. |
|
| Walser Wealth Management Company |
Julia |
Allen |
Business Development Manager |
(866) 929-3258 |
WM |
jallen@walserwealth.com |
info@walserwealth.com |
777 South Harbour Island Boulevard, Suite 440 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/julia-allen-32214b7a/ |
|
2.015 |
$17.4M |
|
https://www.linkedin.com/company/walser-wealth-management/ |
https://www.walserwealth.com/ |
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Walser Wealth Management Company, A Limited Liability Company can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. |
|
| Walser Wealth Management Company |
Shannon |
Stophel |
Associate Advisor |
(866) 929-3258 |
WM |
sstophel@walserwealth.com |
info@walserwealth.com |
777 South Harbour Island Boulevard, Suite 440 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/shannonstophel/ |
|
2.015 |
$17.4M |
|
https://www.linkedin.com/company/walser-wealth-management/ |
https://www.walserwealth.com/ |
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Walser Wealth Management Company, A Limited Liability Company can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. |
|
| Wanderlust Wealth Management, LLC |
Michael |
Tanney |
Founder |
(646) 813-2037 |
WM |
mtanney@wanderlustwealth.com |
info@wanderlustwealth.com |
280 Park Avenue, 25th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michaeltanney/ |
|
2.015 |
$10B |
|
https://www.linkedin.com/company/wanderlustwealth/ |
https://www.wanderlustwealth.com/ |
Michael Tanney serves as fiduciary advisor for high net worth individuals, families, foundations, and endowments by providing comprehensive investment strategies, financial planning, trust and estate considerations, banking and lending services, and risk management solutions. Take a highly personalized and service-intensive approach, driven by a collaborative team environment and our ability to leverage the intellectual capital and resources of countless financial firms across the globe. |
|
| Wang Wealth Management |
Xu |
Wang |
Owner and Wealth Advisor |
(415) 753-9167 |
WM |
xu.wang@lpl.com |
|
536 Irving Street |
San Francisco |
CA |
94122 |
United States of America |
North America |
https://www.linkedin.com/in/xuwangfinancialadvisor/ |
|
|
|
|
|
http://www.wangwealthmanagement.com |
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. |
|
| Warren Averett Asset Management, LLC |
Joshua |
Reidinger |
President |
(205) 769-3294 |
WM |
Josh.Reidinger@WAasset.com |
|
2500 Acton Rd |
Birmingham |
AL |
35243 |
United States of America |
North America |
https://www.linkedin.com/in/josh-reidinger-8490591b/ |
|
1.999 |
$1,729,526,529 |
|
https://www.linkedin.com/company/warren-averett-asset-management-llc/ |
https://waasset.com/ |
Warren Averett Asset Management is an Independent Registered Investment Advisory (RIA) firm, advising on assets in excess of $2.6 billion. We offer comprehensive investment management and financial planning services that are based on strong personal relationships, a disciplined approach and independent advice. We have 50+ team members across our seven locations throughout Alabama, Florida and Georgia. We work with a diverse group of clients including high net worth individuals and families, corporate retirement plans, trusts and endowments and institutions. We strive to serve clients who place a high level of trust in us, want to exercise good stewardship and truly value a collaborative relationship with a trusted advisor. |
|
| Warren Averett Asset Management, LLC |
Justin |
Russell |
COO, CCO |
(205) 769-3384 |
WM |
Justin.Russell@WAasset.com |
|
2500 Acton Rd |
Birmingham |
AL |
35243 |
United States of America |
North America |
https://www.linkedin.com/in/justin-russell-4462b38/ |
|
1.999 |
$1,729,526,529 |
|
https://www.linkedin.com/company/warren-averett-asset-management-llc/ |
https://waasset.com/ |
Warren Averett Asset Management is an Independent Registered Investment Advisory (RIA) firm, advising on assets in excess of $2.6 billion. We offer comprehensive investment management and financial planning services that are based on strong personal relationships, a disciplined approach and independent advice. We have 50+ team members across our seven locations throughout Alabama, Florida and Georgia. We work with a diverse group of clients including high net worth individuals and families, corporate retirement plans, trusts and endowments and institutions. We strive to serve clients who place a high level of trust in us, want to exercise good stewardship and truly value a collaborative relationship with a trusted advisor. |
|
| Warren Averett Asset Management, LLC |
John |
Cox |
CIO |
(205) 314-6209 |
WM |
John.Cox@WAasset.com |
|
2500 Acton Rd |
Birmingham |
AL |
35243 |
United States of America |
North America |
https://www.linkedin.com/in/john-cox-cfa-caia-0b35ba6/ |
|
1.999 |
$1,729,526,529 |
|
https://www.linkedin.com/company/warren-averett-asset-management-llc/ |
https://waasset.com/ |
Warren Averett Asset Management is an Independent Registered Investment Advisory (RIA) firm, advising on assets in excess of $2.6 billion. We offer comprehensive investment management and financial planning services that are based on strong personal relationships, a disciplined approach and independent advice. We have 50+ team members across our seven locations throughout Alabama, Florida and Georgia. We work with a diverse group of clients including high net worth individuals and families, corporate retirement plans, trusts and endowments and institutions. We strive to serve clients who place a high level of trust in us, want to exercise good stewardship and truly value a collaborative relationship with a trusted advisor. |
|
| Warren Financial Service |
Randy |
Warren |
Chief Executive Officer, Chief Investment Officer |
(610) 363-2000 |
WM |
rWarren@WarrenFinancial.com |
investing@warrenfinancial.com |
7 Dowlin Forge Rd. |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/randy-warren-1742b7/ |
|
2.000 |
|
Skype: randywarren7 |
https://www.linkedin.com/company/warren-financial-wealth-management/ |
http://warrenfinancial.com/ |
Warren Financial, an investment management firm catering to self-made individuals, dual-income families and family-owned businesses. At Warren Financial we believe the individual makes the difference. As such we open doors for clients, connecting clients to a new world of investment opportunities. |
|
| Warren Financial Service |
Troy |
Logan |
Managing Director |
(610) 363-2000 |
WM |
tlogan@WarrenFinancial.com |
investing@warrenfinancial.com |
7 Dowlin Forge Rd. |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/troy-logan-212b906/ |
|
2.000 |
|
Skype: wfs.troylogan |
https://www.linkedin.com/company/warren-financial-wealth-management/ |
http://warrenfinancial.com/ |
Warren Financial, an investment management firm catering to self-made individuals, dual-income families and family-owned businesses. At Warren Financial we believe the individual makes the difference. As such we open doors for clients, connecting clients to a new world of investment opportunities. |
|
| Warren Financial Service |
Scott |
Shellhamer |
Managing Director |
(610) 363-2000 |
WM |
sshellhamer@warrenfinancial.com |
investing@warrenfinancial.com |
7 Dowlin Forge Rd. |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/scottshellhamer/ |
|
2.000 |
|
Skype: scott.shellhamer |
https://www.linkedin.com/company/warren-financial-wealth-management/ |
http://warrenfinancial.com/ |
Warren Financial, an investment management firm catering to self-made individuals, dual-income families and family-owned businesses. At Warren Financial we believe the individual makes the difference. As such we open doors for clients, connecting clients to a new world of investment opportunities. |
|
| Warrington Asset Management |
Scott |
Kimple |
Founder, Principal and Portfolio Manager |
(214) 230-2100 |
WM |
scott@warringtonasset.com |
info@warringtonasset.com |
200 Crescent Ct #520 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/scott-kimple-20816244/ |
|
1.997 |
|
|
https://www.linkedin.com/company/warrington-asset-management/ |
http://www.warringtonasset.com/ |
Warrington Asset Management is an alternative asset manager specializing in options-based investment strategies. We focus on trading options on the S&P 500 Index futures. The firm was founded in 1997. Our clients include high net-worth individuals, family offices, and institutional investors. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. |
|
| Warrington Asset Management |
Gregory |
Fomin |
COO |
(214) 230-2100 |
WM |
greg@warringtonasset.com |
info@warringtonasset.com |
200 Crescent Ct #520 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/gregfomin/ |
|
1.997 |
|
|
https://www.linkedin.com/company/warrington-asset-management/ |
http://www.warringtonasset.com/ |
Warrington Asset Management is an alternative asset manager specializing in options-based investment strategies. We focus on trading options on the S&P 500 Index futures. The firm was founded in 1997. Our clients include high net-worth individuals, family offices, and institutional investors. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. |
|
| Washington Equity, LLC |
Susan |
Brown |
President |
(703) 536-5599 |
WM |
susan@washeq.com |
info@washeq.com |
131 Park Street NE, Suite 8C |
Vienna |
VA |
22180 |
United States of America |
North America |
https://www.linkedin.com/in/susanbrowninvestors/ |
Retirement, Investment, Estate, Insurance, Tax, Money, Lifestyle |
1.999 |
|
|
https://www.linkedin.com/company/washington-equity-planning-llc/ |
http://www.washeq.com/ |
Washington Equity, LLC is an independent private wealth management firm that focuses on building, enhancing and preserving wealth through custom-designed solutions tailored to our client's particular business and family situation. You will discover our approach begins with a conversation about you and your family. We start with an understanding of your life goals, investment objectives, risk tolerance, and financial responsibilities. We work together to design strategies to help satisfy your particular goals and objectives. Then, in collaboration with you, we periodically review your goals and make adjustments along the way to keep you on-track. Independent, unbiased, and committed to acting in our clients' best interests. As an independent financial planning firm, we offer our clients an objective approach to solving investment and financial planning needs, and providing for financial security. A full-service firm based in the Washington, DC metro area, we can coordinate and implement all of your financial needs from tactical/hedged investments, disability and long-term care insurance, defined benefit plans, and income retirement solutions. We are also a general agent of several top-rated mutual life insurance companies. These are companies that return at least half of their profits to their policyholders. |
|
| Washington Equity, LLC |
Trey |
Ryan |
Operations Manager |
(703) 536-5599 |
WM |
trey@washeq.com |
info@washeq.com |
131 Park Street NE, Suite 8C |
Vienna |
VA |
22180 |
United States of America |
North America |
https://www.linkedin.com/in/treyryan3/ |
Retirement, Investment, Estate, Insurance, Tax, Money, Lifestyle |
1.999 |
|
|
https://www.linkedin.com/company/washington-equity-planning-llc/ |
http://www.washeq.com/ |
Washington Equity, LLC is an independent private wealth management firm that focuses on building, enhancing and preserving wealth through custom-designed solutions tailored to our client's particular business and family situation. You will discover our approach begins with a conversation about you and your family. We start with an understanding of your life goals, investment objectives, risk tolerance, and financial responsibilities. We work together to design strategies to help satisfy your particular goals and objectives. Then, in collaboration with you, we periodically review your goals and make adjustments along the way to keep you on-track. Independent, unbiased, and committed to acting in our clients' best interests. As an independent financial planning firm, we offer our clients an objective approach to solving investment and financial planning needs, and providing for financial security. A full-service firm based in the Washington, DC metro area, we can coordinate and implement all of your financial needs from tactical/hedged investments, disability and long-term care insurance, defined benefit plans, and income retirement solutions. We are also a general agent of several top-rated mutual life insurance companies. These are companies that return at least half of their profits to their policyholders. |
|
| Washington Financial Bank - Wealth Management Services |
Robert |
Vettorel |
Wealth Advisor & Senior Vice President |
(724) 206-1290 |
WM |
rvettorel@washfinwealth.com |
|
77 South Main Street |
Washington |
PA |
15301 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/washington-financial-bank-wealth-management/ |
https://www.washfinwealth.com/ |
As a wealth management firm based in Washington, PA, Washington Financial provides families, businesses, corporate executives and institutions with the highest level of service and experience in financial planning and investment management. Contact us today and let Washington Financial Wealth Management Services’ team help you on your True Wealth journey. |
|
| Washington Financial Bank - Wealth Management Services |
Victor |
Bell |
Wealth Advisor |
(724) 206-1291 |
WM |
vbell@mywashingtonfinancial.com |
|
77 South Main Street |
Washington |
PA |
15301 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/washington-financial-bank-wealth-management/ |
https://www.washfinwealth.com/ |
As a wealth management firm based in Washington, PA, Washington Financial provides families, businesses, corporate executives and institutions with the highest level of service and experience in financial planning and investment management. Contact us today and let Washington Financial Wealth Management Services’ team help you on your True Wealth journey. |
|
| Washington Financial Bank - Wealth Management Services |
Sharon |
Sladick |
Wealth Management Operations Manager |
(724) 206-1288 |
WM |
ssladick@washfinwealth.com |
|
77 South Main Street |
Washington |
PA |
15301 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/washington-financial-bank-wealth-management/ |
https://www.washfinwealth.com/ |
As a wealth management firm based in Washington, PA, Washington Financial provides families, businesses, corporate executives and institutions with the highest level of service and experience in financial planning and investment management. Contact us today and let Washington Financial Wealth Management Services’ team help you on your True Wealth journey. |
|
| Washington Trust Wealth Management |
Elizabeth |
Eckel |
SVP, Marketing & Investor Relations |
(401) 348-1566 |
WM |
ebeckel@washtrust.com |
info@washtrust.com |
23 Broad Street |
Westerly |
RI |
02891 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-eckel-9445592/ |
|
|
$6M |
|
https://www.linkedin.com/company/washington-trust-wealth-management/about/ |
https://www.washtrustwealth.com/ |
Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century. |
|
| Water Street Wealth Management - Morgan Stanley |
Damon |
Stewart |
Senior Vice President, Financial Advisor |
(212) 643-5746 |
WM |
Damon.C.Stewart@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
|
|
|
|
|
|
https://advisor.morganstanley.com/water-street-wealth-management |
Our objective is to get to know our clients on a deeply personal level so that we can engage them in an easy-going conversation. From our experience, the more comfortable investors feel, the more relevant information they share, enabling us to tailor a sound financial plan that’s best suited for their financial situation. Having worked in many different market and economic environments since the late 1980s, we know how to take the emotion out of investing during market downturns for our clients and help them identify ways to capitalize on those disruptions with investments that are appropriate for their portfolio. |
|
| Water Street Wealth Management - Morgan Stanley |
Brian |
Dunne |
First Vice President, Financial Advisor |
(212) 643-5916 |
WM |
Brian.P.Dunne@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/brian-p-dunne-015130b/ |
|
|
|
|
|
https://advisor.morganstanley.com/water-street-wealth-management |
Our objective is to get to know our clients on a deeply personal level so that we can engage them in an easy-going conversation. From our experience, the more comfortable investors feel, the more relevant information they share, enabling us to tailor a sound financial plan that’s best suited for their financial situation. Having worked in many different market and economic environments since the late 1980s, we know how to take the emotion out of investing during market downturns for our clients and help them identify ways to capitalize on those disruptions with investments that are appropriate for their portfolio. |
|
| Water Street Wealth Management - Morgan Stanley |
Jason |
Hochstrasser |
Financial Advisor, Financial Planning Specialist |
(212) 643-5887 |
WM |
Jason.Hochstrasser@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/jasonhochstrasser/ |
|
|
|
|
|
https://advisor.morganstanley.com/water-street-wealth-management |
Our objective is to get to know our clients on a deeply personal level so that we can engage them in an easy-going conversation. From our experience, the more comfortable investors feel, the more relevant information they share, enabling us to tailor a sound financial plan that’s best suited for their financial situation. Having worked in many different market and economic environments since the late 1980s, we know how to take the emotion out of investing during market downturns for our clients and help them identify ways to capitalize on those disruptions with investments that are appropriate for their portfolio. |
|
| Water Street Wealth Management - Morgan Stanley |
Gregory |
Matthews |
Financial Advisor, Insurance Planning Director |
(516) 227-2935 |
WM |
Greg.V.Matthews@morganstanley.com |
|
1 Penn Plaza, 43rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-v-matthews-76015847/ |
|
|
|
|
|
https://advisor.morganstanley.com/water-street-wealth-management |
Our objective is to get to know our clients on a deeply personal level so that we can engage them in an easy-going conversation. From our experience, the more comfortable investors feel, the more relevant information they share, enabling us to tailor a sound financial plan that’s best suited for their financial situation. Having worked in many different market and economic environments since the late 1980s, we know how to take the emotion out of investing during market downturns for our clients and help them identify ways to capitalize on those disruptions with investments that are appropriate for their portfolio. |
|
| Waterford Capital Investment Advisory Services, LLC |
David |
O'Connor |
President |
(214) 363-6920 |
WM |
david@waterfordcapital.com |
david@waterfordcapital.com |
14677 Midway Road, Suite 205 |
Addison |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/david-o-connor-073269a/ |
|
2.005 |
|
|
|
https://www.waterfordcapital.com/ |
Waterford Capital is a Registered Investment Advisory firm (RIA) headquartered in Dallas, Texas. Senior Investment Advisor and founder David O’Connor and his team focus on specific risk metrics to create investment portfolios that endure and excel through various economic cycles. Waterford designs, constructs, implements and manages investment portfolios for high-net worth families, foundations and endowments. |
|
| Watermark Wealth Strategies LLC |
Carmen |
Cercone |
Founding Partner, Director of Estate Planning |
(480) 442-3989 |
WM |
carmen@watermarkwealth.com |
info@watermarkwealth.com |
11333 N Scottsdale Road, Suite 295 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies/ |
https://www.watermarkwealth.com/ |
Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency. Effective financial planning is all about relationships, and at Watermark Wealth Strategies LLC, we believe in building genuine and long-lasting partnerships with our clients. We earn your trust, one meeting at a time, and work tirelessly to ensure your needs are met. As a one-stop shop, we pride ourselves on our accessibility. If you have a question we don’t know the answer to, we make sure we find an answer quickly. We’re on this journey with you, and we’re proud to serve you by equipping you with the knowledge and education you need. |
|
| Watermark Wealth Strategies LLC |
Tyler |
Brilinski |
Founding Partner |
(602) 635-7297 |
WM |
tyler@watermarkwealth.com |
info@watermarkwealth.com |
11333 N Scottsdale Road, Suite 295 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/tyler-a-brilinski-cfp-ba12a736/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies/ |
https://www.watermarkwealth.com/ |
Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency. Effective financial planning is all about relationships, and at Watermark Wealth Strategies LLC, we believe in building genuine and long-lasting partnerships with our clients. We earn your trust, one meeting at a time, and work tirelessly to ensure your needs are met. As a one-stop shop, we pride ourselves on our accessibility. If you have a question we don’t know the answer to, we make sure we find an answer quickly. We’re on this journey with you, and we’re proud to serve you by equipping you with the knowledge and education you need. |
|
| Watermark Wealth Strategies LLC |
James |
Bruce |
Founding Partner & Director of Estate Planning and Administration |
(602) 635-7290 |
WM |
james@watermarkwealth.com |
info@watermarkwealth.com |
11333 N Scottsdale Road, Suite 295 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/jamesbrucewatermark/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies/ |
https://www.watermarkwealth.com/ |
Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency. Effective financial planning is all about relationships, and at Watermark Wealth Strategies LLC, we believe in building genuine and long-lasting partnerships with our clients. We earn your trust, one meeting at a time, and work tirelessly to ensure your needs are met. As a one-stop shop, we pride ourselves on our accessibility. If you have a question we don’t know the answer to, we make sure we find an answer quickly. We’re on this journey with you, and we’re proud to serve you by equipping you with the knowledge and education you need. |
|
| Watermark Wealth Strategies LLC |
Thomas |
Lundgaard |
Founding Partner |
(602) 635-7297 |
WM |
thomas@watermarkwealth.com |
info@watermarkwealth.com |
11333 N Scottsdale Road, Suite 295 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/tom-lundgaard-80518517/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies/ |
https://www.watermarkwealth.com/ |
Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency. Effective financial planning is all about relationships, and at Watermark Wealth Strategies LLC, we believe in building genuine and long-lasting partnerships with our clients. We earn your trust, one meeting at a time, and work tirelessly to ensure your needs are met. As a one-stop shop, we pride ourselves on our accessibility. If you have a question we don’t know the answer to, we make sure we find an answer quickly. We’re on this journey with you, and we’re proud to serve you by equipping you with the knowledge and education you need. |
|
| Watermark Wealth Strategies LLC |
Aaron |
Gordon |
Partner, Financial Planner |
(480) 442-3989 |
WM |
Aaron@WatermarkWealth.com |
info@watermarkwealth.com |
11333 N Scottsdale Road, Suite 295 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/aaron-gordon-mcep®-cfp®-39a9a26/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies/ |
https://www.watermarkwealth.com/ |
Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency. Effective financial planning is all about relationships, and at Watermark Wealth Strategies LLC, we believe in building genuine and long-lasting partnerships with our clients. We earn your trust, one meeting at a time, and work tirelessly to ensure your needs are met. As a one-stop shop, we pride ourselves on our accessibility. If you have a question we don’t know the answer to, we make sure we find an answer quickly. We’re on this journey with you, and we’re proud to serve you by equipping you with the knowledge and education you need. |
|
| Watermark Wealth Strategies LLC |
RIch |
Liberante |
Partner, Financial Advisor |
(480) 442-3989 |
WM |
richliberante@watermarkwealth.com |
info@watermarkwealth.com |
11333 N Scottsdale Road, Suite 295 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/richliberante/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies/ |
https://www.watermarkwealth.com/ |
Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency. Effective financial planning is all about relationships, and at Watermark Wealth Strategies LLC, we believe in building genuine and long-lasting partnerships with our clients. We earn your trust, one meeting at a time, and work tirelessly to ensure your needs are met. As a one-stop shop, we pride ourselves on our accessibility. If you have a question we don’t know the answer to, we make sure we find an answer quickly. We’re on this journey with you, and we’re proud to serve you by equipping you with the knowledge and education you need. |
|
| Watermark Wealth Strategies, LLC |
Kyle |
Richardson |
Founding Partner, Financial Advisor |
(480) 464-9300 |
WM |
Kyle@Watermarkwealth.com |
|
2151 E Pecos Rd., Suite 3 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-richardson-64797a5/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies-llc/?originalSubdomain=ph |
https://www.watermarkwealthteam.com/ |
At Watermark Wealth Strategies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of those decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. |
|
| Watermark Wealth Strategies, LLC |
OJ |
Liberta |
Financial Advisor |
(480) 464-9300 |
WM |
OJ@Watermarkwealth.com |
|
2151 E Pecos Rd., Suite 3 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/ojliberta/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies-llc/?originalSubdomain=ph |
https://www.watermarkwealthteam.com/ |
At Watermark Wealth Strategies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of those decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. |
|
| Watermark Wealth Strategies, LLC |
Monica |
Cress |
Office Manager & Event Coordinator |
(480) 464-9300 |
WM |
Monica@watermarkwealth.com |
|
2151 E Pecos Rd., Suite 3 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/monica-mcnaughton-cress-5577b710/ |
|
2.009 |
|
|
https://www.linkedin.com/company/watermark-wealth-strategies-llc/?originalSubdomain=ph |
https://www.watermarkwealthteam.com/ |
At Watermark Wealth Strategies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of those decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. |
|
| WaterOak Advisors |
Stephen |
Curley |
Chief Investment Officer & Principal |
(407) 567-2956 |
WM |
steve@wateroak.com |
info@wateroak.com |
145 Lincoln Avenue, Suite A |
Winter Park |
FL |
32789 |
United States of America |
North America |
https://www.linkedin.com/in/stephencurley/ |
|
1.997 |
$1.7B |
|
https://www.linkedin.com/company/water-oak-advisors-llc/ |
http://www.wateroak.com/ |
WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling $2 billion in assets. Barron’s has recognized Clarke as one of the Top 100 Independent Wealth Advisors a total of 8 times. In 2019 Barron’s ranked Clarke as the #1 independent advisor in Central and North Florida. In addition, he has been named to the Forbes list of America’s Top Wealth Advisors every year since 2016. |
|
| WaterOak Advisors |
Clarke |
Lemons |
Founder & President |
(407) 567-2956 |
WM |
clarke@wateroak.com |
info@wateroak.com |
145 Lincoln Avenue, Suite A |
Winter Park |
FL |
32789 |
United States of America |
North America |
https://www.linkedin.com/in/clarkelemons/ |
|
1.997 |
$1.7B |
|
https://www.linkedin.com/company/water-oak-advisors-llc/ |
http://www.wateroak.com/ |
WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling $2 billion in assets. Barron’s has recognized Clarke as one of the Top 100 Independent Wealth Advisors a total of 8 times. In 2019 Barron’s ranked Clarke as the #1 independent advisor in Central and North Florida. In addition, he has been named to the Forbes list of America’s Top Wealth Advisors every year since 2016. |
|
| Watershed Asset Management, LLC |
Meridee Anne |
Moore |
Founder, Chief Investment Officer and Portfolio Manager |
(415) 391-8900 |
WM |
mmoore@wcap.com |
investorrelations@wcap.com |
601 California Street, Suite 1701 |
San Francisco |
CA |
94108 |
United States of America |
North America |
https://www.linkedin.com/in/meridee-moore-7b2834120/ |
|
|
|
|
|
http://www.wcap.com/ |
Watershed Asset Management, L.L.C.is a San Francisco-based employee owned alternative investment firm that was founded in 2002. Its investment objective is to prioritize the preservation of capital while generating superior risk-adjusted investment returns over business and economic cycles. Since inception, the firm has invested in the debt and equity securities of companies, industries, and assets that are inefficiently held or financed, undergoing change, or misunderstood. Watershed is distinguished by its disciplined value investment strategy and willingness to invest in stressed situations and transactions requiring industry, company or asset specific expertise. |
|
| Waterstone Financial |
James |
Gallagher |
Founder and President |
(239) 288-0977 |
WM |
james@waterstonefs.com |
amy@waterstonefs.com |
12597 New Brittany Blvd |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/retirementengineer/ |
|
|
|
|
|
https://waterstonefs.com/ |
Waterstone Financial is a Wealth Advisory Firm that works with a select group of families, executives, professionals and small business owners, who aspire to live life to the fullest and enjoy a stress-free financial future. |
|
| Waterstone Financial |
Jim |
Slager |
Vice President |
(239) 288-0977 |
WM |
jim.slager@waterstonefs.com |
amy@waterstonefs.com |
12597 New Brittany Blvd |
Fort Myers |
FL |
33907 |
United States of America |
North America |
https://www.linkedin.com/in/jim-slager/ |
|
|
|
|
|
https://waterstonefs.com/ |
Waterstone Financial is a Wealth Advisory Firm that works with a select group of families, executives, professionals and small business owners, who aspire to live life to the fullest and enjoy a stress-free financial future. |
|
| Waterway Wealth Management |
Daniel |
Michalk |
Founder and Owner |
(281) 363-0000 Ext. 801 |
WM |
dan@waterwaywealth.com |
yvonne@waterwaywealth.com |
21 Waterway Avenue, Suite 500 |
The Woodlands |
TX |
77380 |
United States of America |
North America |
https://www.linkedin.com/in/danmichalkcfp/ |
|
2.012 |
$238M |
|
https://www.linkedin.com/company/waterway-wealth-management/ |
http://www.waterwaywealth.com/ |
Waterway Wealth Management is a full service RIA based in The Woodlands, Texas. We specialized in fee only financial planning and investment management for individuals and families. Our goal is to maintain a strong relationship with our clients over a long period of time to insure they reach their goals and objectives. |
|
| Waterway Wealth Management |
Robert |
Dwyer |
Senior Financial Planner |
(281) 363-0000 Ext. 802 |
WM |
robert@waterwaywealth.com |
yvonne@waterwaywealth.com |
21 Waterway Avenue, Suite 500 |
The Woodlands |
TX |
77380 |
United States of America |
North America |
https://www.linkedin.com/in/robert-b-dwyer-cfp®-8b6b8413/ |
|
2.012 |
$238M |
|
https://www.linkedin.com/company/waterway-wealth-management/ |
http://www.waterwaywealth.com/ |
Waterway Wealth Management is a full service RIA based in The Woodlands, Texas. We specialized in fee only financial planning and investment management for individuals and families. Our goal is to maintain a strong relationship with our clients over a long period of time to insure they reach their goals and objectives. |
|
| Waterway Wealth Management |
Todd |
Williams |
Associate Financial Planner |
(281) 363-0000 Ext. 821 |
WM |
todd@waterwaywealth.com |
yvonne@waterwaywealth.com |
21 Waterway Avenue, Suite 500 |
The Woodlands |
TX |
77380 |
United States of America |
North America |
https://www.linkedin.com/in/todd-williams-cfp®-director-of-communications-b2420b1b/ |
|
2.012 |
$238M |
|
https://www.linkedin.com/company/waterway-wealth-management/ |
http://www.waterwaywealth.com/ |
Waterway Wealth Management is a full service RIA based in The Woodlands, Texas. We specialized in fee only financial planning and investment management for individuals and families. Our goal is to maintain a strong relationship with our clients over a long period of time to insure they reach their goals and objectives. |
|
| Waterway Wealth Management |
Jack |
Cowling |
Portfolio Manager |
(281) 363-0000 Ext. 821 |
WM |
jack@waterwaywealth.com |
yvonne@waterwaywealth.com |
21 Waterway Avenue, Suite 500 |
The Woodlands |
TX |
77380 |
United States of America |
North America |
https://www.linkedin.com/in/jack-cowling-cfa-3a69157/ |
|
2.012 |
$238M |
|
https://www.linkedin.com/company/waterway-wealth-management/ |
http://www.waterwaywealth.com/ |
Waterway Wealth Management is a full service RIA based in The Woodlands, Texas. We specialized in fee only financial planning and investment management for individuals and families. Our goal is to maintain a strong relationship with our clients over a long period of time to insure they reach their goals and objectives. |
|
| Waterworth Wealth Advisors, LLC |
Tim |
Waterworth |
President |
(817) 410-9000 |
WM |
tim@waterworthwa.com |
tim@waterworthwa.com |
1225 South Main Street, Suite 103 |
Grapevine |
TX |
76051 |
United States of America |
North America |
https://www.linkedin.com/in/timwaterworth/ |
|
2.011 |
|
|
https://www.linkedin.com/company/waterworth-wealth-advisors-llc/ |
https://www.waterworthwa.com/ |
Waterworth Wealth Advisors provides comprehensive and highly customized financial solutions to a select group of investors who desire to grow, protect and ultimately transfer their legacy. Our clients are corporate executives, business owners, families and individuals who are facing complex financial situations. Some are experiencing a life transition such as retirement, the sale of a business or the loss of a loved one. For others, the fast pace of their daily lives leaves little time to tackle the responsibilities that accompany financial success and stewardship. They value working with an independent wealth advisor and entrust us with the task of helping them to achieve their goals. We value these long-lasting advisory relationships and hold ourselves to the highest standard of integrity, transparency and professionalism. |
|
| Watt Carmichael Private Counsel Inc. |
Harry |
Carmichael |
Chairman & CEO |
(416) 307-1515 |
WM |
hjc@wattcar.com |
info@wattcarmichael.com |
365 Bay St., Suite 1200 |
Toronto |
ON |
M5H 2V1 |
Canada |
North America |
https://www.linkedin.com/in/harry-carmichael-78124714/ |
|
1.971 |
|
harryjr@wattcarmichael.com |
https://www.linkedin.com/company/watt-carmichael-inc- |
http://www.wattcarmichael.com/ |
Watt Carmichael is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC’s, common and preferred shares, Real Estate Investment Trusts, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, segregated funds, and insurance solutions. We also offer both fully managed accounts and regular advisory or commission based accounts. |
|
| Watt Carmichael Private Counsel Inc. |
Roger |
Rowan |
President & Portfolio Manager |
(416) 307-1501 |
WM |
rogerr@wattcar.com |
info@wattcarmichael.com |
365 Bay St., Suite 1200 |
Toronto |
ON |
M5H 2V1 |
Canada |
North America |
https://www.linkedin.com/in/roger-rowan-165a235a/ |
|
1.971 |
|
|
https://www.linkedin.com/company/watt-carmichael-inc- |
http://www.wattcarmichael.com/ |
Watt Carmichael is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC’s, common and preferred shares, Real Estate Investment Trusts, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, segregated funds, and insurance solutions. We also offer both fully managed accounts and regular advisory or commission based accounts. |
|
| Watt Carmichael Private Counsel Inc. |
Cindy |
Phillips |
CFO |
(416) 307-1529 |
WM |
cindy.phillips@wattcarmichael.com |
info@wattcarmichael.com |
365 Bay St., Suite 1200 |
Toronto |
ON |
M5H 2V1 |
Canada |
North America |
|
|
1.971 |
|
|
https://www.linkedin.com/company/watt-carmichael-inc- |
http://www.wattcarmichael.com/ |
Watt Carmichael is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC’s, common and preferred shares, Real Estate Investment Trusts, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, segregated funds, and insurance solutions. We also offer both fully managed accounts and regular advisory or commission based accounts. |
|
| Watt Carmichael Private Counsel Inc. |
Adam |
Kretschmann |
Chief Compliance Officer |
(416) 307-1522 |
WM |
adam.kretschmann@wattcarmichael.com |
info@wattcarmichael.com |
365 Bay St., Suite 1200 |
Toronto |
ON |
M5H 2V1 |
Canada |
North America |
https://www.linkedin.com/in/adamkretschmann/ |
|
1.971 |
|
|
https://www.linkedin.com/company/watt-carmichael-inc- |
http://www.wattcarmichael.com/ |
Watt Carmichael is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC’s, common and preferred shares, Real Estate Investment Trusts, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, segregated funds, and insurance solutions. We also offer both fully managed accounts and regular advisory or commission based accounts. |
|
| Watt Carmichael Private Counsel Inc. |
Mark |
Devine |
COO & Portfolio Manager |
(416) 307-1526 |
WM |
markd@wattcar.com |
info@wattcarmichael.com |
365 Bay St., Suite 1200 |
Toronto |
ON |
M5H 2V1 |
Canada |
North America |
|
|
1.971 |
|
mark.devine@wattcarmichael.com |
https://www.linkedin.com/company/watt-carmichael-inc- |
http://www.wattcarmichael.com/ |
Watt Carmichael is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC’s, common and preferred shares, Real Estate Investment Trusts, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds, segregated funds, and insurance solutions. We also offer both fully managed accounts and regular advisory or commission based accounts. |
|
| Wave Wealth Management |
Ben |
Jones |
President & Founder |
(972) 954-4100 |
WM |
ben@wavewm.com |
info@wavewm.com |
7000 Parkwood Blvd., Suite G300 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/benjamjo/ |
|
2.016 |
|
|
https://www.linkedin.com/company/wavewealth/ |
https://www.wavewm.com/ |
Wave Wealth Management was formed in order to provide exceptional wealth management services by keeping our clients' best interests as our top priority. Our objective is to see clients achieve their goals, whatever they may be. No proprietary products or corporate profits allowed. |
|
| Wave Wealth Management |
Jarrod |
Crawford |
Wealth Manager |
(972) 954-4100 |
WM |
jarrod@wavewm.com |
info@wavewm.com |
7000 Parkwood Blvd., Suite G300 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/jarrodcrawford/ |
|
2.016 |
|
|
https://www.linkedin.com/company/wavewealth/ |
https://www.wavewm.com/ |
Wave Wealth Management was formed in order to provide exceptional wealth management services by keeping our clients' best interests as our top priority. Our objective is to see clients achieve their goals, whatever they may be. No proprietary products or corporate profits allowed. |
|
| Wave Wealth Management |
Kristin |
Casey |
Client Coordinator |
(972) 954-4100 |
WM |
kristin@wavewm.com |
info@wavewm.com |
7000 Parkwood Blvd., Suite G300 |
Frisco |
TX |
75034 |
United States of America |
North America |
https://www.linkedin.com/in/kristinschrock/ |
|
2.016 |
|
|
https://www.linkedin.com/company/wavewealth/ |
https://www.wavewm.com/ |
Wave Wealth Management was formed in order to provide exceptional wealth management services by keeping our clients' best interests as our top priority. Our objective is to see clients achieve their goals, whatever they may be. No proprietary products or corporate profits allowed. |
|
| Waymark Wealth Management |
Brendan |
Sheehan |
Partner | CoFounder |
(508) 621-5621 |
WM |
brendansheehan@waymarkwealth.com |
|
11 Apex Drive, Suite 300A |
Marlborough |
MA |
01752 |
United States of America |
North America |
https://www.linkedin.com/in/brendansheehanwaymark/ |
|
|
|
|
https://www.linkedin.com/company/waymarkwealth/ |
https://www.waymarkwealth.com/ |
Waymark Wealth Management integrates traditional wealth management with behavioral finance. There is a distinct difference between clients having the financial means to live the life they want and actually being able to do so. Behavioral finance helps clients through a values-based decision making process to help them strive towards their life goals. |
|
| Waypoint Wealth Partners |
Annette |
Brinton |
Founding Partner, Senior Wealth Manager |
(877) 768-4802 |
WM |
annette@waypointwp.com |
|
595 Market Street, Suite 2550 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/annettebrinton/ |
|
|
|
|
https://www.linkedin.com/company/waypoint-wealth-partners |
https://www.waypointwp.com/ |
Waypoint Wealth Partners provides comprehensive wealth management services. Managing your wealth can be highly emotional, if not confusing and downright stressful. Our job is to translate your goals and dreams into actionable plans. We'll meet regularly. We'll ask questions. We will both adjust to keep you on track. |
|
| Waypoint Wealth Partners |
Chuck |
Bowes |
Founding Partner, Senior Wealth Manager |
(877) 768-4802 |
WM |
chuck@waypointwp.com |
|
595 Market Street, Suite 2550 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-bowes-cfp-9969911/ |
|
|
|
|
https://www.linkedin.com/company/waypoint-wealth-partners |
https://www.waypointwp.com/ |
Waypoint Wealth Partners provides comprehensive wealth management services. Managing your wealth can be highly emotional, if not confusing and downright stressful. Our job is to translate your goals and dreams into actionable plans. We'll meet regularly. We'll ask questions. We will both adjust to keep you on track. |
|
| WBH Advisory, Inc. |
Daniel |
Wagner |
Senior Wealth Advisor |
(410) 653-7979 |
WM |
dwagner@wagnercapital.net |
info@wbhadvisory.com |
1829 Reisterstown Road, Suite 225 |
Baltimore |
MD |
21208 |
United States of America |
North America |
|
|
1.986 |
$555M |
|
https://www.linkedin.com/company/wbh-advisory/ |
http://wbhadvisory.com/ |
WBH Advisory, Inc. (formerly Wagner Bowman Management Corp) is a fee only independent Registered Investment Advisor registered with the Securities and Exchange Commission. As of December 31, 2017, WBH manages investments in excess of $640 million for a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations. WBH’s primary office is in Baltimore, Maryland. However, WBH has clients located throughout the country. |
|
| WBH Advisory, Inc. (fka Wagner Bowman Management Corp) |
Daniel |
Wagner |
Senior Wealth Advisor |
(410) 653-7979 |
WM |
dwagner@wagnercapital.net |
info@wbhadvisory.com |
1829 Reisterstown Road, Suite 225 |
Baltimore |
MD |
21208 |
United States of America |
North America |
|
|
1.986 |
$555M |
|
https://www.linkedin.com/company/wbh-advisory/ |
https://www.wbhadvisory.com/ |
WBH Advisory, Inc. (formerly Wagner Bowman Management Corp) is a fee only independent Registered Investment Advisor registered with the Securities and Exchange Commission. As of December 31, 2017, WBH manages investments in excess of $640 million for a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations. WBH’s primary office is in Baltimore, Maryland. However, WBH has clients located throughout the country. |
|
| WDS Investment Management Ltd. |
Stephen |
Watson |
President |
(613) 725-1800 Ext. 224 |
WM |
swatson@wdsinvest.com |
contactus@wdsinvest.com |
1545 Carling Ave #100 |
Ottawa |
ON |
K1Z 8P9 |
Canada |
North America |
https://www.linkedin.com/in/stephen-watson-213953/ |
|
2.002 |
|
|
https://www.linkedin.com/company/watson-di-primio-steel-wds-investment-management-ltd-/?trk=biz-companies-cym |
http://wdsinvest.com/ |
Founded in 2002 WDS is a privately owned and completely independent investment management firm. WDS is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager , permitting us to offer discretionary portfolio management services. |
|
| WDS Investment Management Ltd. |
Gabriel |
Di Primio |
EVP |
(613) 725-1800 Ext. 223 |
WM |
gdiprimio@wdsinvest.com |
contactus@wdsinvest.com |
1545 Carling Ave #100 |
Ottawa |
ON |
K1Z 8P9 |
Canada |
North America |
https://www.linkedin.com/in/gabediprimio/ |
|
2.002 |
|
|
https://www.linkedin.com/company/watson-di-primio-steel-wds-investment-management-ltd-/?trk=biz-companies-cym |
http://wdsinvest.com/ |
Founded in 2002 WDS is a privately owned and completely independent investment management firm. WDS is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager , permitting us to offer discretionary portfolio management services. |
|
| WDS Investment Management Ltd. |
Kathy |
Kruivitsky |
EVP |
(613) 725-1800 Ext. 228 |
WM |
kkruivitsky@wdsinvest.com |
contactus@wdsinvest.com |
1545 Carling Ave #100 |
Ottawa |
ON |
K1Z 8P9 |
Canada |
North America |
https://www.linkedin.com/in/kathy-kruivitsky-cpa-ca-cim-70782111/ |
|
2.002 |
|
|
https://www.linkedin.com/company/watson-di-primio-steel-wds-investment-management-ltd-/?trk=biz-companies-cym |
http://wdsinvest.com/ |
Founded in 2002 WDS is a privately owned and completely independent investment management firm. WDS is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager , permitting us to offer discretionary portfolio management services. |
|
| We Family Offices |
Mel |
Lagomasino |
Managing Partner |
(305) 825-2225 |
WM |
mel.lagomasino@wefamilyoffices.com |
info@wefamilyoffices.com |
701 Brickell Avenue Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/mariaelenalagomasino/ |
|
2.013 |
$3,314 million |
|
https://www.linkedin.com/company/we-family-offices/ |
http://www.wefamilyoffices.com |
WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm. |
|
| We Family Offices |
Santiago |
Ulloa |
Managing Partner |
(305) 825-2225 |
WM |
santiago.ulloa@wefamilyoffices.com |
info@wefamilyoffices.com |
701 Brickell Avenue Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/ulloasantiago/ |
|
2.013 |
$3,314 million |
|
https://www.linkedin.com/company/we-family-offices/ |
http://www.wefamilyoffices.com |
WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm. |
|
| We Family Offices |
Michael |
Zeuner |
Managing Partner |
(305) 825-2225 |
WM |
michael.zeuner@wefamilyoffices.com |
info@wefamilyoffices.com |
701 Brickell Avenue Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/michaelzeuner/ |
|
2.013 |
$3,314 million |
|
https://www.linkedin.com/company/we-family-offices/ |
http://www.wefamilyoffices.com |
WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm. |
|
| We Family Offices |
Joseph |
Kellogg |
Partner, Wealth Planning Executive |
(305) 825-2225 |
WM |
joseph.kellogg@wefamilyoffices.com |
info@wefamilyoffices.com |
701 Brickell Avenue Suite 2100 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-kellogg-768410/ |
|
2.013 |
$3,314 million |
|
https://www.linkedin.com/company/we-family-offices/ |
http://www.wefamilyoffices.com |
WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm. |
|
| Wealth Advisors of Tampa Bay |
Robert "Fenn" |
Giles Jr |
President |
(813) 642-7730 |
WM |
fgiles@wealthadvtb.com |
|
777 South Harbour Island Boulevard Suite 370 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/fenngiles/ |
|
|
|
|
https://www.linkedin.com/company/wealth-advisors-of-tampa-bay/ |
https://www.wealthadvtb.com/ |
Wealth Advisors of Tampa Bay is a privately owned, independent wealth management firm located in Tampa, Florida. The firm’s team of wealth managers collectively has more than 100 years of financial industry experience and is guided by a client-centric investment philosophy. The firm’s investment philosophy is focused around creating a well-informed individualized investment strategy to address short-term and long-term objectives and the unique set of circumstances that each client faces. |
|
| Wealth Advisory Ltd. |
Scott |
Sanders |
President |
(631) 923-3153 |
WM |
SSanders@Wealthadvisorsltd.com |
|
175 Broadhollow Road, Suite 197 |
Melville |
NY |
11747-4911 |
United States of America |
North America |
https://www.linkedin.com/in/scott-sanders-92b3138/ |
|
|
|
|
https://www.financialplanningassociation.org/people/scott-sanders-cfprcfscpapfscgm |
https://www.wealthadvisorsltd.com/ |
Wealth Advisory is a full service Strategic Planning Services firm. Wealth Advisory Ltd., is a financial services company that is driven by an experienced and highly motivated financial advisors management team, along with a solid company infrastructure. The firm provides their clients with all the resources necessary for their investment needs within one organization. Wealth Advisory Ltd. provides financial planning, guidance, and implementation, personal tax planning, portfolio management, insurance products, and estate planning including asset protection, asset accumulation and retirement planning. Financial Planning and Investment Advisory Services offered through American Portfolios Advisors, Inc. |
|
| Wealth Advisory Ltd. |
Stephanie |
Kress |
Executive Administrative Assistant |
(631) 923-3153 |
WM |
Skress@Wealthadvisorsltd.com |
|
175 Broadhollow Road, Suite 197 |
Melville |
NY |
11747-4911 |
United States of America |
North America |
|
|
|
|
|
|
https://www.wealthadvisorsltd.com/ |
Wealth Advisory is a full service Strategic Planning Services firm. Wealth Advisory Ltd., is a financial services company that is driven by an experienced and highly motivated financial advisors management team, along with a solid company infrastructure. The firm provides their clients with all the resources necessary for their investment needs within one organization. Wealth Advisory Ltd. provides financial planning, guidance, and implementation, personal tax planning, portfolio management, insurance products, and estate planning including asset protection, asset accumulation and retirement planning. Financial Planning and Investment Advisory Services offered through American Portfolios Advisors, Inc. |
|
| Wealth Architects, LLC |
Leigh |
Shimamoto |
Wealth Architect |
(650) 325-9044 |
WM |
leigh@wealtharchitects.com |
jennifer@wealtharchitects.com |
800 West El Camino Real, Suite 201 |
Mountain View |
CA |
94040 |
United States of America |
North America |
https://www.linkedin.com/in/leigh-shimamoto-bb82b43/ |
Financial Planning, Wealth Management |
2.005 |
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
https://wealtharchitects.com/ |
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives. |
|
| Wealth Architects, LLC |
Mark |
Johnsen |
Chief Wealth Architect, CEO & Founder |
(650) 325-9044 |
WM |
mark@wealtharchitects.com |
jennifer@wealtharchitects.com |
800 West El Camino Real, Suite 201 |
Mountain View |
CA |
94040 |
United States of America |
North America |
https://www.linkedin.com/in/markjohnsen/ |
Financial Planning, Wealth Management |
2.005 |
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
https://wealtharchitects.com/ |
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives. |
|
| Wealth Architects, LLC |
Lynne |
Born |
President |
(650) 325-9044 |
WM |
lynne@wealtharchitects.com |
jennifer@wealtharchitects.com |
800 West El Camino Real, Suite 201 |
Mountain View |
CA |
94040 |
United States of America |
North America |
https://www.linkedin.com/in/lynneborn/ |
Financial Planning, Wealth Management |
2.005 |
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
https://wealtharchitects.com/ |
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives. |
|
| Wealth Architects, LLC |
Mark |
Gordon |
Chief Investment Officer & Chief Compliance Officer |
(650) 325-9044 |
WM |
mgordon@wealtharchitects.com |
jennifer@wealtharchitects.com |
800 West El Camino Real, Suite 201 |
Mountain View |
CA |
94040 |
United States of America |
North America |
https://www.linkedin.com/in/gordonmark/ |
Financial Planning, Wealth Management |
2.005 |
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
https://wealtharchitects.com/ |
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives. |
|
| Wealth Architects, LLC |
Jina |
Yi |
Chief Administrative Officer |
(650) 325-9044 |
WM |
jina@wealtharchitects.com |
jennifer@wealtharchitects.com |
800 West El Camino Real, Suite 201 |
Mountain View |
CA |
94040 |
United States of America |
North America |
https://www.linkedin.com/in/jina-yi-8a57553/ |
Financial Planning, Wealth Management |
2.005 |
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
https://wealtharchitects.com/ |
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives. |
|
| Wealth Architects, LLC |
Pat |
Phillips |
Wealth Architect |
(650) 325-9044 |
WM |
pat@wealtharchitects.com |
jennifer@wealtharchitects.com |
800 West El Camino Real, Suite 201 |
Mountain View |
CA |
94040 |
United States of America |
North America |
https://www.linkedin.com/in/patnphillips/ |
Financial Planning, Wealth Management |
2.005 |
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
https://wealtharchitects.com/ |
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives. |
|
| Wealth by Design, LLC |
Barbara |
Bachelder |
Founding Member |
(415) 332-1840 |
WM |
barbara@wealthbydesignonline.com |
|
3030 Bridgeway, Suite 114 |
Sausalito |
CA |
94965 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-bachelder-cfp®-69ba12b/ |
Insurance |
2.003 |
|
|
https://www.linkedin.com/in/barbara-bachelder-cfp®-69ba12b/ |
https://wealthbydesignonline.com/ |
Wealth by Design was founded by Barbara Bachelder and Kerstin Eriksson-Splawn in 2003 to bring our unique expertise together for the purpose of providing comprehensive financial planning and investment management to our clients to help them achieve their life goals. Because personal financial planning is a complex and ever-changing field, we each bring our expertise to financial planning and investment management: Barbara offers comprehensive financial planning and investment management and also specializes in insurance; Kerstin offers investment management and also specializes in tax and estate planning. |
|
| Wealth by Design, LLC |
Kerstin |
Eriksson-Splawn |
Founding Member |
(408) 741-8151 |
WM |
kerstin@wealthbydesignonline.com |
|
14500 Big Basin Way, Suite E |
Saratoga |
CA |
94965 |
United States of America |
North America |
https://www.linkedin.com/in/kerstin-eriksson-splawn-6114b2/ |
Insurance |
2.003 |
|
|
https://www.linkedin.com/in/barbara-bachelder-cfp®-69ba12b/ |
https://wealthbydesignonline.com/ |
Wealth by Design was founded by Barbara Bachelder and Kerstin Eriksson-Splawn in 2003 to bring our unique expertise together for the purpose of providing comprehensive financial planning and investment management to our clients to help them achieve their life goals. Because personal financial planning is a complex and ever-changing field, we each bring our expertise to financial planning and investment management: Barbara offers comprehensive financial planning and investment management and also specializes in insurance; Kerstin offers investment management and also specializes in tax and estate planning. |
|
| Wealth Design Group |
Rick |
Ray |
President & CEO |
(281) 220-2700 |
WM |
rick_ray@wealthdesigngroup.net |
rick_ray@wealthdesigngroup.net |
3040 Post Oak Vlvd Suite 1150 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/rayrick/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-design-group |
http://www.wealthdesigngroup.net |
Wealth Design Group is a comprehensive financial services firm located in the Galleria area of Houston, TX. Our firm is committed to helping individuals and businesses achieve and sustain long-term success. |
|
| Wealth Design Group |
Ernest |
Hammersley |
EVP |
(281) 220-2700 |
WM |
ernest_hammersley@glic.com |
rick_ray@wealthdesigngroup.net |
3040 Post Oak Vlvd Suite 1150 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/ernest-hammersley-012a134a/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-design-group |
http://www.wealthdesigngroup.net |
Wealth Design Group is a comprehensive financial services firm located in the Galleria area of Houston, TX. Our firm is committed to helping individuals and businesses achieve and sustain long-term success. |
|
| Wealth Design Group |
Larry |
Mott |
Principal Director |
(281) 220-2700 |
WM |
larry_mott@wealthdesigngroup.net |
rick_ray@wealthdesigngroup.net |
3040 Post Oak Vlvd Suite 1150 |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/larry-mott-15a02130/ |
|
2.005 |
|
|
https://www.linkedin.com/company/wealth-design-group |
http://www.wealthdesigngroup.net |
Wealth Design Group is a comprehensive financial services firm located in the Galleria area of Houston, TX. Our firm is committed to helping individuals and businesses achieve and sustain long-term success. |
|
| Wealth Engineering, LLC |
David |
Fernandez |
Founder |
(480) 296-2042 |
WM |
dave@wealth-engineering.com |
|
7337 E. Doubletree Ranch Rd., Suite 282 |
Scottsdale |
AZ |
85258 |
United States of America |
North America |
https://www.linkedin.com/in/dave-fernandez-cfp®-81a24610/ |
|
2.003 |
|
|
|
https://wealth-engineering.com/ |
Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Wealth Engineering was founded by financial advisor David J. Fernandez, CFP®. The firm is located in Scottsdale, Arizona with an additional office in Glendale. |
|
| Wealth Enhancement Advisory Services, LLC |
James |
Cahn |
Chief Investment Officer |
(763) 417-1700 |
WM |
jcahn@wealthenhancement.com |
info@wealthenhancement.com |
505 N Highway 1169 Suite 900 |
Plymouth |
MN |
55441 |
United States of America |
North America |
https://www.linkedin.com/in/jamescahn/ |
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Enhancement Advisory Services, LLC |
David |
Geller |
Director, Behavior Wealth Management |
Director: (770) 295-5601 |
WM |
dgeller@wealthenhancement.com |
info@wealthenhancement.com |
1100 Abernathy Rd NE, Suite 500 |
Atlanta |
GA |
30328 |
United States of America |
North America |
https://www.linkedin.com/in/davidlgeller/ |
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Enhancement Advisory Services, LLC |
Gretchen |
Cox |
Executive Assistant |
Direct: (770) 295-5631 |
WM |
gcox@wealthenhancement.com |
info@wealthenhancement.com |
1100 Abernathy Rd NE, Suite 500 |
Atlanta |
GA |
30328 |
United States of America |
North America |
https://www.linkedin.com/in/gretchen-cox-36116925/ |
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Enhancement Advisory Services, LLC |
Jeff |
Dekko |
Chief Executive Officer |
(763) 417-1700 |
WM |
jdekko@wealthenhancement.com |
info@wealthenhancement.com |
505 N Highway 1169 Suite 900 |
Plymouth |
MN |
55441 |
United States of America |
North America |
|
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Enhancement Advisory Services, LLC |
Mike |
Stefano |
Vice President and Chief Compliance Officer |
(763) 417-1700 |
WM |
mstefano@wealthenhancement.com |
info@wealthenhancement.com |
505 N Highway 1169 Suite 900 |
Plymouth |
MN |
55441 |
United States of America |
North America |
|
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Enhancement Advisory Services, LLC |
Jim |
Cahn |
EVP, Chief Investment Officer |
(763) 417-1700 |
WM |
jcahn@wealthenhancement.com |
info@wealthenhancement.com |
505 N Highway 1169 Suite 900 |
Plymouth |
MN |
55441 |
United States of America |
North America |
https://www.linkedin.com/in/jamescahn/ |
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Enhancement Advisory Services, LLC |
John |
Wernz |
EVP, Chier Marketing and Sales Officer |
(763) 417-1700 |
WM |
jwernz@wealthenhancement.com |
info@wealthenhancement.com |
505 N Highway 1169 Suite 900 |
Plymouth |
MN |
55441 |
United States of America |
North America |
https://www.linkedin.com/in/johnwernz/ |
|
1.997 |
$5.8B |
|
https://www.linkedin.com/company/wealth-enhancement-group/ |
https://www.wealthenhancement.com/ |
Wealth Enhancement Advisory Services, LLC provides wealth management services. The Company offers financial planning, retirement income planning, consulting, and investment management services to individuals, charitable organizations, and corporations. Wealth Enhancement Advisory Services operates in the United States. |
|
| Wealth Guardian Group |
Jared |
Daniel |
Founder & President |
(480) 725-6297 |
WM |
jared.daniel@wealthguardiangroup.com |
|
1757 E Baseline Road, Suite 118 |
Gilbert |
AZ |
85233 |
United States of America |
North America |
https://www.linkedin.com/in/jared-daniel-cfp%25C2%25AE-crpc%25C2%25AE-ea-9076876/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wealth-guardian-group-pllc/ |
https://wealthguardiangroup.com/ |
The Wealth Guardian Group, PLLC is an independent, privately-owned, fee-based registered investment advisor located in Gilbert, Arizona. Our goal has always been, and always will be to treat all of our clients in every aspect that would provide for a fulfilling Financial Planning experience. Each of our clients enjoys the time and attention to detail, that will result in strategies that will increase efficiency in their financial journey. |
|
| Wealth Guardian Group |
Alisa |
Daniel |
President of the Wealth Guardian Hope Foundation |
(480) 725-6297 |
WM |
alisa.daniel@wealthguardiangroup.com |
|
1757 E Baseline Road, Suite 118 |
Gilbert |
AZ |
85233 |
United States of America |
North America |
|
|
2.007 |
|
|
https://www.linkedin.com/company/wealth-guardian-group-pllc/ |
https://wealthguardiangroup.com/ |
The Wealth Guardian Group, PLLC is an independent, privately-owned, fee-based registered investment advisor located in Gilbert, Arizona. Our goal has always been, and always will be to treat all of our clients in every aspect that would provide for a fulfilling Financial Planning experience. Each of our clients enjoys the time and attention to detail, that will result in strategies that will increase efficiency in their financial journey. |
|
| Wealth Management Advisors LLC |
Stephen |
Ahern |
President & CoFounder |
Office: (978) 970-3400 Ext. 260, Direct: (978) 735-4671 |
WM |
sahern@wmallc.com |
info@wmallc.com |
600 Clark Road, Fourth Floor |
Tewksbury |
MA |
01876 |
United States of America |
North America |
https://www.linkedin.com/in/sahern/ |
|
|
|
|
|
http://www.wmallc.com |
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Wealth Management Advisors LLC |
Jeffrey |
Aron |
Wealth Manager |
(877) 448-3400 |
WM |
jaron@wmallc.com |
info@wmallc.com |
600 Clark Road, Fourth Floor |
Tewksbury |
MA |
01876 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-aron-00b296/ |
|
|
|
|
|
http://www.wmallc.com |
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Wealth Management Advisors LLC |
Jackie |
Endyke |
Director |
(978) 970-3400 Ext. 246 |
WM |
jendyke@wmallc.com |
info@wmallc.com |
600 Clark Road, Fourth Floor |
Tewksbury |
MA |
01876 |
United States of America |
North America |
|
|
|
|
|
|
http://www.wmallc.com |
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. |
|
| Wealth Management Alliance |
Stephan |
Repkow |
Founder & CEO |
65 6871 1900 |
WM |
sre@wma.asia |
info@wma.asia |
390 Orchard Road, #10-01/02 Palais Renaissance |
Singapore |
|
238871 |
Singapore |
Asia |
https://www.linkedin.com/in/stephan-repkow-a1b3b995/ |
|
2.015 |
|
|
https://www.linkedin.com/company/wealth-management-alliance/?originalSubdomain=sg |
https://wma.asia/ |
Wealth Management Alliance (WMA) is an innovative External Asset-Manager and Multi-Family office, set-up as a fully independent and integrated Wealth Management platform.
WMA operates as an incubator for Single Family-Offices and as an aggregator of Independent Private Bankers and Asset-Managers. |
|
| Wealth Management Alliance |
Kenny |
Chong |
Head of Investment Services |
Direct: 65 6871 1919, Mobile: 65 9830 0665 |
WM |
kch@wma.asia |
info@wma.asia |
390 Orchard Road, #10-01/02 Palais Renaissance |
Singapore |
|
238871 |
Singapore |
Asia |
https://www.linkedin.com/in/kenny-chong-48031011/ |
|
2.015 |
|
|
https://www.linkedin.com/company/wealth-management-alliance/?originalSubdomain=sg |
https://wma.asia/ |
Wealth Management Alliance (WMA) is an innovative External Asset-Manager and Multi-Family office, set-up as a fully independent and integrated Wealth Management platform.
WMA operates as an incubator for Single Family-Offices and as an aggregator of Independent Private Bankers and Asset-Managers. |
|
| Wealth Management Alliance |
Leslie |
Goh |
Managing Partner |
65 6871 1900 |
WM |
lgo@wma.asia |
info@wma.asia |
390 Orchard Road, #10-01/02 Palais Renaissance |
Singapore |
|
238871 |
Singapore |
Asia |
|
|
2.015 |
|
|
https://www.linkedin.com/company/wealth-management-alliance/?originalSubdomain=sg |
https://wma.asia/ |
Wealth Management Alliance (WMA) is an innovative External Asset-Manager and Multi-Family office, set-up as a fully independent and integrated Wealth Management platform.
WMA operates as an incubator for Single Family-Offices and as an aggregator of Independent Private Bankers and Asset-Managers. |
|
| Wealth Management Alliance |
Mok Weng |
Sun |
Managing Partner |
65 6871 1900 |
WM |
wmo@wma.asia |
info@wma.asia |
390 Orchard Road, #10-01/02 Palais Renaissance |
Singapore |
|
238871 |
Singapore |
Asia |
|
|
2.015 |
|
|
https://www.linkedin.com/company/wealth-management-alliance/?originalSubdomain=sg |
https://wma.asia/ |
Wealth Management Alliance (WMA) is an innovative External Asset-Manager and Multi-Family office, set-up as a fully independent and integrated Wealth Management platform.
WMA operates as an incubator for Single Family-Offices and as an aggregator of Independent Private Bankers and Asset-Managers. |
|
| Wealth Management Alliance |
Roby |
Lasmana |
Managing Partner |
65 6871 1900 |
WM |
rla@wma.asia |
info@wma.asia |
390 Orchard Road, #10-01/02 Palais Renaissance |
Singapore |
|
238871 |
Singapore |
Asia |
|
|
2.015 |
|
|
https://www.linkedin.com/company/wealth-management-alliance/?originalSubdomain=sg |
https://wma.asia/ |
Wealth Management Alliance (WMA) is an innovative External Asset-Manager and Multi-Family office, set-up as a fully independent and integrated Wealth Management platform.
WMA operates as an incubator for Single Family-Offices and as an aggregator of Independent Private Bankers and Asset-Managers. |
|
| Wealth Management Alliance |
Francois |
Schwennicke |
Managing Partner |
65 6871 1900 |
WM |
fsc@wma.asia |
info@wma.asia |
390 Orchard Road, #10-01/02 Palais Renaissance |
Singapore |
|
238871 |
Singapore |
Asia |
|
|
2.015 |
|
|
https://www.linkedin.com/company/wealth-management-alliance/?originalSubdomain=sg |
https://wma.asia/ |
Wealth Management Alliance (WMA) is an innovative External Asset-Manager and Multi-Family office, set-up as a fully independent and integrated Wealth Management platform.
WMA operates as an incubator for Single Family-Offices and as an aggregator of Independent Private Bankers and Asset-Managers. |
|
| Wealth Management Associates |
Brian |
Damiani |
Owner & Principal |
(208) 417-1933 |
WM |
briandamiani@wealth-mgt.net |
info@wealth-mgt.net |
868 E Riverside Drive, Suite 200 |
Eagle |
ID |
83616 |
United States of America |
North America |
https://www.linkedin.com/in/briandamiani/ |
|
1.989 |
|
|
https://www.linkedin.com/company/wealth-management-associates/ |
http://wealth-mgt.net/ |
Wealth Management Associates was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning.
Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have satellite offices in Folsom, California and in Denver, Colorado.
Our representatives serve families with comprehensive financial planning services on an on-going basis. We also work with clients through other means including financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company, we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. |
|
| Wealth Management Associates |
Jon |
Sullivan |
Investment Advisor Representative & Registered Principal |
(925) 462-6007 |
WM |
jonsullivan@wealth-mgt.net |
info@wealth-mgt.net |
400 Main Street, Suite 200 |
Pleasanton |
CA |
94566 |
United States of America |
North America |
https://www.linkedin.com/in/jonsullivancfa/ |
|
1.989 |
|
|
https://www.linkedin.com/company/wealth-management-associates/ |
http://wealth-mgt.net/ |
Wealth Management Associates was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning.
Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have satellite offices in Folsom, California and in Denver, Colorado.
Our representatives serve families with comprehensive financial planning services on an on-going basis. We also work with clients through other means including financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company, we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. |
|
| Wealth Management Associates |
Mary |
Machado |
Financial Planning Associate |
(925) 462-6007 |
WM |
marymachado@wealth-mgt.net |
info@wealth-mgt.net |
400 Main Street, Suite 200 |
Pleasanton |
CA |
94566 |
United States of America |
North America |
|
|
1.989 |
|
|
https://www.linkedin.com/company/wealth-management-associates/ |
http://wealth-mgt.net/ |
Wealth Management Associates was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning.
Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have satellite offices in Folsom, California and in Denver, Colorado.
Our representatives serve families with comprehensive financial planning services on an on-going basis. We also work with clients through other means including financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company, we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. |
|
| Wealth Management Associates |
Lucy |
Callahan |
Client Services |
(925) 462-6007 Ext. 116 |
WM |
lucycallahan@wealth-mgt.net |
info@wealth-mgt.net |
400 Main Street, Suite 200 |
Pleasanton |
CA |
94566 |
United States of America |
North America |
|
|
1.989 |
|
|
https://www.linkedin.com/company/wealth-management-associates/ |
http://wealth-mgt.net/ |
Wealth Management Associates was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning.
Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have satellite offices in Folsom, California and in Denver, Colorado.
Our representatives serve families with comprehensive financial planning services on an on-going basis. We also work with clients through other means including financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company, we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. |
|
| Wealth Management Group LLC |
Craig |
Bolanos Jr |
Founding Partner & CEO |
(847) 907-9600 |
WM |
craig.bolanos@lpl.com |
|
1605 Colonial Parkway |
Inverness |
IL |
60067 |
United States of America |
North America |
https://www.linkedin.com/in/craigbolanos/ |
|
2.003 |
|
|
|
https://www.investwithwmg.com/ |
Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family. Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform. |
|
| Wealth Management Group LLC |
Leslie |
Bolanos |
Founding Partner & COO |
(847) 907-9600 |
WM |
leslie.bolanos@lpl.com |
|
1605 Colonial Parkway |
Inverness |
IL |
60067 |
United States of America |
North America |
|
|
2.003 |
|
|
|
https://www.investwithwmg.com/ |
Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family. Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform. |
|
| Wealth Management Group LLC |
David |
Bolanos |
Managing Director, Wealth Advisor |
(630) 963-9220 |
WM |
david.bolanos@lpl.com |
|
2001 Butterfield Rd., Suite 160 |
Downers Grove |
IL |
60515 |
United States of America |
North America |
https://www.linkedin.com/in/davidbolanos/ |
|
2.003 |
|
|
|
https://www.investwithwmg.com/ |
Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family. Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform. |
|
| Wealth Management Group LLC |
Patrick |
Crowley |
Vice President of Operations |
(847) 907-9600 |
WM |
patrick.crowley@lpl.com |
|
1605 Colonial Parkway |
Inverness |
IL |
60067 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-crowley-a2bb707/ |
|
2.003 |
|
|
|
https://www.investwithwmg.com/ |
Since 2003, we have been helping our clients in Chicago work toward financial security in retirement with our personalized financial planning approach to wealth management, accumulation, and preservation. Our mission at Wealth Management Group, is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family. Wealth Management Group is comprised of experienced independent financial advisors and dedicated professionals who left the larger Wall Street Firms to form a company that provides objective, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement strategy, cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform. |
|
| Wealth Management Group, LLC |
Adam |
Mark |
President |
(585) 241-5900 |
WM |
am@wealthmg.com |
info@wealthmg.com |
2000 Winton Road South Building 4A, Suite 206 |
Rochester |
NY |
14618 |
United States of America |
North America |
https://www.linkedin.com/in/adammmark/ |
|
1.998 |
|
|
https://www.linkedin.com/company/wealth-management-group-llc./ |
https://www.wealthmg.com/ |
Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Based on three guiding principals of integrity, client focus and client respect, Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family. |
|
| Wealth Management Group, LLC |
William (Bill) |
Tortorice |
Associate Vice President |
(585) 241-5903 |
WM |
wtt@wealthmg.com |
info@wealthmg.com |
2000 Winton Road South Building 4A, Suite 206 |
Rochester |
NY |
14618 |
United States of America |
North America |
https://www.linkedin.com/in/williamtortorice/ |
|
1.998 |
|
|
https://www.linkedin.com/company/wealth-management-group-llc./ |
https://www.wealthmg.com/ |
Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Based on three guiding principals of integrity, client focus and client respect, Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family. |
|
| Wealth Management Group, LLC |
Douglas |
Conoway |
Advisor Emeritus |
(585) 241-5900 |
WM |
drc@wealthmg.com |
info@wealthmg.com |
2000 Winton Road South Building 4A, Suite 206 |
Rochester |
NY |
14618 |
United States of America |
North America |
https://www.linkedin.com/in/dougconowaycfp/ |
|
1.998 |
|
|
https://www.linkedin.com/company/wealth-management-group-llc./ |
https://www.wealthmg.com/ |
Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Based on three guiding principals of integrity, client focus and client respect, Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family. |
|
| Wealth Management Group, LLC |
Eric |
Schmidt |
Operations Manager |
(585) 241-5900 |
WM |
ers@wealthmg.com |
info@wealthmg.com |
2000 Winton Road South Building 4A, Suite 206 |
Rochester |
NY |
14618 |
United States of America |
North America |
|
|
1.998 |
|
|
https://www.linkedin.com/company/wealth-management-group-llc./ |
https://www.wealthmg.com/ |
Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Based on three guiding principals of integrity, client focus and client respect, Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family. |
|
| Wealth Management Group, LLC |
Derek |
Donnarumma |
Registered Assistant |
(585) 241-5900 |
WM |
djd@wealthmg.com |
info@wealthmg.com |
2000 Winton Road South Building 4A, Suite 206 |
Rochester |
NY |
14618 |
United States of America |
North America |
https://www.linkedin.com/in/derek-donnarumma-3878268a/ |
|
1.998 |
|
|
https://www.linkedin.com/company/wealth-management-group-llc./ |
https://www.wealthmg.com/ |
Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Based on three guiding principals of integrity, client focus and client respect, Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family. |
|
| Wealth Management MW |
Monica |
Weissmann |
Financial & Life Insurance Advisor |
Direct: (416) 628-5779 Ext. 3910, Mobile: (647) 405-8535 |
WM |
monica.weissmann@manulifesecurities.ca |
|
4101 Yonge Street Suite 700 |
Toronto |
ON |
M2P 1N6 |
Canada |
North America |
https://www.linkedin.com/in/monicajweissmann/ |
|
2.000 |
|
|
|
http://www.wealthmanagementmw.ca |
Wealth Management by Monica Weissmann, based in Toronto Canada, was founded in 2000 to fill a need for financial advisory services. When Monica herself was planning to retire, she sought financial advice. She wanted guidance on what products to buy and when to buy them. Reasonably she expected this financial advice to be in her own best interest as well. |
|
| Wealth Management Partners LLC |
Keary |
Foster |
President / CEO |
(334) 230-9676 |
WM |
kfoster@wmpcpa.com |
info@wmpcpa.com |
575 South Lawrence St |
Montgomery |
AL |
36104 |
United States of America |
North America |
https://www.linkedin.com/in/keary-foster-1066746/ |
|
|
|
|
|
http://www.wmpcpa.com/ |
We are a full-service certified public accounting and management consulting firm licensed in AL. We offer a broad range of services for government, business owners, executives, and independent professionals. We are a team of responsive and experienced professionals. |
|
| Wealth Management Partners LLC |
Lloyd |
Strickland |
Manager |
(334) 230-9676 |
WM |
lstrickland@wmpcpa.com |
info@wmpcpa.com |
575 South Lawrence St |
Montgomery |
AL |
36104 |
United States of America |
North America |
https://www.linkedin.com/in/lloyd-strickland-81736065/ |
|
|
|
|
|
http://www.wmpcpa.com/ |
We are a full-service certified public accounting and management consulting firm licensed in AL. We offer a broad range of services for government, business owners, executives, and independent professionals. We are a team of responsive and experienced professionals. |
|
| Wealth Management Partners LLC |
Karli |
Holt |
Senior Tax Manager |
(334) 230-9676 |
WM |
info@wmpcpa.com |
info@wmpcpa.com |
575 South Lawrence St |
Montgomery |
AL |
36104 |
United States of America |
North America |
https://www.linkedin.com/in/karliholt/ |
|
|
|
|
|
http://www.wmpcpa.com/ |
We are a full-service certified public accounting and management consulting firm licensed in AL. We offer a broad range of services for government, business owners, executives, and independent professionals. We are a team of responsive and experienced professionals. |
|
| Wealth Management Partners LLC |
Hillary |
Rosser |
Administrative Assistant |
(334) 230-9676 |
WM |
hrosser@wmpcpa.com |
info@wmpcpa.com |
575 South Lawrence St |
Montgomery |
AL |
36104 |
United States of America |
North America |
https://www.linkedin.com/in/hillary-rosser-17b17672/ |
|
|
|
|
|
http://www.wmpcpa.com/ |
We are a full-service certified public accounting and management consulting firm licensed in AL. We offer a broad range of services for government, business owners, executives, and independent professionals. We are a team of responsive and experienced professionals. |
|
| Wealth Management Partners, LLC |
Michael |
Ward |
Founder & President |
(412) 539-0015 |
WM |
mward@mywealthmanagement.com |
|
Foster Plaza, Building XI, 790 Holiday Drive |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/michael-ward-7390853/ |
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Partners, LLC |
Eric |
Elek |
Founder & President, Wealth Manager |
(724) 441-4140 |
WM |
eelek@mywealthmanagement.com |
|
112 North Market Street |
Ligonier |
PA |
15658 |
United States of America |
North America |
|
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Partners, LLC |
Sumant |
Lall |
Financial Consultant |
(412) 539-0015 |
WM |
slall@mywealthmanagement.com |
|
Foster Plaza, Building XI, 790 Holiday Drive |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
|
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Partners, LLC |
John |
Yee |
Wealth Manager |
(412) 539-0015 |
WM |
jyee@mywealthmanagement.com |
|
Foster Plaza, Building XI, 790 Holiday Drive |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
|
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Partners, LLC |
Melissa |
Maxwell |
Wealth Manager |
(412) 539-0015 |
WM |
mmaxwell@mywealthmanagement.com |
|
Foster Plaza, Building XI, 790 Holiday Drive |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
|
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Partners, LLC |
Ashley |
Webb |
Wealth Manager |
(412) 539-0015 |
WM |
awebb@mywealthmanagement.com |
|
Foster Plaza, Building XI, 790 Holiday Drive |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
https://www.linkedin.com/in/r-ashley-webb-57624649/ |
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Partners, LLC |
Brendan |
Ward |
Wealth Manager |
(412) 539-0015 |
WM |
bward@mywealthmanagement.com |
|
Foster Plaza, Building XI, 790 Holiday Drive |
Pittsburgh |
PA |
15220 |
United States of America |
North America |
|
|
2.001 |
|
|
|
https://www.mywealthmanagement.com/ |
Wealth Management Partners was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” We’ve been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals.
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:
* Accumulation, so your investments address your objectives and comfort level
* Retirement planning, so you are well positioned to pursue your dreams
* Estate planning, so you can pass on your assets to whom you choose
* Risk management, to minimize any threats to your personal or business assets
* Business planning, to help you manage and grow your business
* Taxation, to minimize the tax burdens you face now and in the future
Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build a plan that works for you. |
|
| Wealth Management Resources, LLC |
Geoffrey |
Johnson |
Founder and President |
(602) 334-4428 |
WM |
info@wmrconsultants.com |
info@wmrconsultants.com |
1820 E. Ray Road, Suite A110 |
Chandler |
AZ |
85225 |
United States of America |
North America |
https://www.linkedin.com/in/geoffreyj/ |
|
2.008 |
|
|
|
https://www.wmrconsultants.com/ |
Wealth Management Resources, is a member of the Better Business Bureau with an A+ rating, as well as a member of the National Association of Insurance and Financial Advisors (NAIFA) and Ethical Arizona. As an independent financial services firm, we work closely with several of the top insurance carriers to help create customized solutions that fit your needs — not our bottom line.
Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes; that means no hassle, and no pressure to apply. |
|
| Wealth Management Solutions, LLC |
David |
Rosenthal |
Principal / Financial Advisor |
Office: (480) 609-4334 Ext. 1, Direct: (480) 609-4337 |
WM |
david@wmsus.com |
contact@wmsus.com |
8550 E. Shea Blvd., Suite 130 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
2.003 |
|
|
https://www.linkedin.com/company/wealth-management-solutions-llc/ |
https://www.wmsus.com/ |
As a fiduciary financial advisor, Wealth Management Solutions provides fee-only financial planning with an eye for tax savings strategies. Our financial planning strategies are tailored for each client to achieve their lifelong goals.
Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth. |
|
| Wealth Management Solutions, LLC |
Joe |
Vazquez |
Financial Advisor |
(480) 609-4334 Ext. 2 |
WM |
joe@wmsus.com |
contact@wmsus.com |
8550 E. Shea Blvd., Suite 130 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/wmsjoe/ |
|
2.003 |
|
|
https://www.linkedin.com/company/wealth-management-solutions-llc/ |
https://www.wmsus.com/ |
As a fiduciary financial advisor, Wealth Management Solutions provides fee-only financial planning with an eye for tax savings strategies. Our financial planning strategies are tailored for each client to achieve their lifelong goals.
Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth. |
|
| Wealth Management Solutions, LLC |
Jen |
Shaw |
Operations Manager |
(480) 609-4334 Ext. 4 |
WM |
jen@wmsus.com |
contact@wmsus.com |
8550 E. Shea Blvd., Suite 130 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
|
|
2.003 |
|
|
https://www.linkedin.com/company/wealth-management-solutions-llc/ |
https://www.wmsus.com/ |
As a fiduciary financial advisor, Wealth Management Solutions provides fee-only financial planning with an eye for tax savings strategies. Our financial planning strategies are tailored for each client to achieve their lifelong goals.
Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth. |
|
| Wealth Management Solutions, LLC |
Rebecca |
Hebert |
Operations Manager |
(480) 609-4334 Ext. 5 |
WM |
rebecca@wmsus.com |
contact@wmsus.com |
8550 E. Shea Blvd., Suite 130 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/wmsrebecca/ |
|
2.003 |
|
|
https://www.linkedin.com/company/wealth-management-solutions-llc/ |
https://www.wmsus.com/ |
As a fiduciary financial advisor, Wealth Management Solutions provides fee-only financial planning with an eye for tax savings strategies. Our financial planning strategies are tailored for each client to achieve their lifelong goals.
Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth. |
|
| Wealth Management Solutions, LLC |
Matthew |
Cherry |
Financial Advisor |
(480) 609-4334 Ext. 3 |
WM |
matt@wmsus.com |
contact@wmsus.com |
8550 E. Shea Blvd., Suite 130 |
Scottsdale |
AZ |
85260 |
United States of America |
North America |
https://www.linkedin.com/in/wmsmatt/ |
|
2.003 |
|
|
https://www.linkedin.com/company/wealth-management-solutions-llc/ |
https://www.wmsus.com/ |
As a fiduciary financial advisor, Wealth Management Solutions provides fee-only financial planning with an eye for tax savings strategies. Our financial planning strategies are tailored for each client to achieve their lifelong goals.
Our investment philosophy is based on Nobel Prize winning economic research, not stock picking or timing the markets. We coordinate each clients' investment management and financial planning to maximize their wealth. |
|
| Wealth Management Solutions, LLC |
Carl |
Sacchetti |
Managing Principal |
(610) 524-7031 |
WM |
cs@wmsplan.com |
info@wmsplan.com |
300 N. Pottstown Pike, Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/carl-sacchetti-8261631b4/ |
|
2.003 |
$100M |
|
|
https://wmsplan.com/ |
Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-based and broker-dealer solutions for anyone seeking help meeting their financial goals. Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan. |
|
| Wealth Management Solutions, LLC |
John |
West |
Partner, Financial Advisor |
(610) 431-2452 |
WM |
rjw@wmsplan.com |
info@wmsplan.com |
300 N. Pottstown Pike, Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
|
|
2.003 |
$100M |
|
|
https://wmsplan.com/ |
Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-based and broker-dealer solutions for anyone seeking help meeting their financial goals. Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan. |
|
| Wealth Management Solutions, LLC |
Tanu |
Happonen |
President |
(610) 524-7031 |
WM |
th@wmsplan.com |
info@wmsplan.com |
300 N. Pottstown Pike, Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/tanu-happonen-cfp®-chfc®-293b6117/ |
|
2.003 |
$100M |
|
|
https://wmsplan.com/ |
Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-based and broker-dealer solutions for anyone seeking help meeting their financial goals. Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan. |
|
| Wealth Management Solutions, LLC |
Danielle |
Hoffman |
Client Services Manager |
(610) 524-7031 |
WM |
dh@wmsplan.com |
info@wmsplan.com |
300 N. Pottstown Pike, Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
https://www.linkedin.com/in/danielle-hoffman-b2922315a/ |
|
2.003 |
$100M |
|
|
https://wmsplan.com/ |
Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-based and broker-dealer solutions for anyone seeking help meeting their financial goals. Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan. |
|
| Wealth Management Solutions, LLC |
Heather |
Rivera |
Operations Coordinator |
(610) 524-7031 |
WM |
hrivera@wmsplan.com |
info@wmsplan.com |
300 N. Pottstown Pike, Suite 240 |
Exton |
PA |
19341 |
United States of America |
North America |
|
|
2.003 |
$100M |
|
|
https://wmsplan.com/ |
Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-based and broker-dealer solutions for anyone seeking help meeting their financial goals. Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan. |
|
| Wealth Management Strategies, LLC |
Marla |
Ringling |
Partner |
(208) 773-3888 |
WM |
marla@wmstrategiesllc.com |
|
802 N. Lincoln Street |
Post Falls |
ID |
83854 |
United States of America |
North America |
|
|
|
|
|
|
http://www.wmstrategiesllc.com/ |
Wealth Management Strategies believes your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. WMS is a financial services firm based in beautiful North Idaho. Our advisors are Certified Public Accountants and Certified Financial Planner™ professionals with extensive training and certifications in the field of Financial Services. |
|
| Wealth Management Strategies, LLC |
William "Bill" |
Dougherty |
Owner and Principal |
(208) 773-3888 |
WM |
bill@wmstrategiesllc.com |
|
802 N. Lincoln Street |
Post Falls |
ID |
83854 |
United States of America |
North America |
|
|
|
|
|
|
http://www.wmstrategiesllc.com/ |
Wealth Management Strategies believes your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. WMS is a financial services firm based in beautiful North Idaho. Our advisors are Certified Public Accountants and Certified Financial Planner™ professionals with extensive training and certifications in the field of Financial Services. |
|
| Wealth Management, Inc. |
Kevin |
Brosious |
Founder & President |
(484) 264-6270 |
WM |
kevin@wealthmanagement1.com |
|
600 West Germantown Pike 991 Highwa 22 Suite 400 |
Plymouth Meeting |
PA |
19462 |
United States of America |
North America |
https://www.linkedin.com/in/wealthmanagementinc/ |
|
|
$21.3 million |
|
https://www.linkedin.com/company/wealth-management/ |
http://www.wealthmanagement1.com |
WMI is an independent Financial Planning and Wealth Management Company that is registered with the PA Banking and Securities Commission. |
|
| Wealth Management, Inc. |
Kevin |
Brosious |
Founder and President |
(484) 264-6270 |
WM |
kevin@wealthmanagement1.com |
kevin@wealthmanagement1.com |
1275 Glenlivet Drive, Suite 100 |
Allentown |
PA |
18106 |
United States of America |
North America |
https://www.linkedin.com/in/wealthmanagementinc/ |
|
1.995 |
|
|
|
http://www.wealthmanagement1.com/ |
WMI is a Fee-Only financial planning and investment management firm with offices in Allentown and Plymouth Meeting, PA. WMI is registered as an independent investment advisor with the Pennsylvania Department of Banking and Securities. WMI is an independent investment advisor, not affiliated with any Wall Street firms, banks or insurance companies. WMI provides services on a fee-only basis, as part of a long-term advisory relationship. As a Registered Investment Advisor (RIA), WMI is bound to the fiduciary standard of care. Acting as a fiduciary means that we must act in our clients’ best interest at all times. |
|
| Wealth Manager Group LLC |
Irving |
Eisenberg |
CEO & Managing Member |
(619) 574-7526 |
WM |
ahughes@wealthmgr.com |
ahughes@wealthmgr.com |
3131 Camino Del Rio North Suite 1650 |
San Diego |
CA |
92108 |
United States of America |
North America |
https://www.linkedin.com/in/irving-m-eisenberg-cpa-pfs-aa37976/ |
|
1.991 |
|
|
https://www.linkedin.com/company/wealth-manager-group-llc |
http://www.wealthmgr.com/ |
We are a boutique wealth management firm dedicated to providing independent, conflict-free, and customized advice to help our clients reach their goals and objectives. |
|
| Wealth Matters, LLC |
Susan |
Jamison |
Founder |
(704) 661-6411 |
WM |
susan@wealthmattersllc.net |
|
220 East Blvd |
Charlotte |
NC |
28203 |
United States of America |
North America |
https://www.linkedin.com/in/suzjamison/ |
|
2.014 |
|
|
https://www.linkedin.com/company/wealth-matters-llc/about/ |
http://wealthmattersllc.net |
The mission of Wealth Matters, LLC is to provide fee only consulting services to ultra high net worth family offices and firms that serve them. |
|
| Wealth Navigation |
Adam |
Fisher |
CEO |
(801) 335-8200 |
WM |
adam@wealthnavigation.com |
info@wealthnavigation.com |
1148 Legacy Crossing Blvd. Ste. 300 |
Centerville |
UT |
84014 |
United States of America |
North America |
https://www.linkedin.com/in/adam-fisher-a3b26010/ |
|
2.002 |
|
|
https://www.linkedin.com/company/wealth-navigation-llc |
https://www.wealthnavigation.com |
Wealth Navigation provides high-impact planning and resources for families, businesses, planners, and advisors. Our goal is to provide clarity, reality and a fresh new experience to the families and businesses that we have the opportunity to work with. |
|
| Wealth Navigation |
Scott |
Jones |
COO & CCO |
(801) 335-8200 |
WM |
scott.jones@wealthnavigation.com |
info@wealthnavigation.com |
1148 Legacy Crossing Blvd. Ste. 300 |
Centerville |
UT |
84014 |
United States of America |
North America |
https://www.linkedin.com/in/scott-jones-6016314/ |
|
2.002 |
|
|
https://www.linkedin.com/company/wealth-navigation-llc |
https://www.wealthnavigation.com |
Wealth Navigation provides high-impact planning and resources for families, businesses, planners, and advisors. Our goal is to provide clarity, reality and a fresh new experience to the families and businesses that we have the opportunity to work with. |
|
| Wealth Navigation |
Scott |
Cannon |
Private Wealth Advisor |
(801) 335-8200 |
WM |
scott@wealthnavigation.com |
info@wealthnavigation.com |
1148 Legacy Crossing Blvd. Ste. 300 |
Centerville |
UT |
84014 |
United States of America |
North America |
|
|
2.002 |
|
|
https://www.linkedin.com/company/wealth-navigation-llc |
https://www.wealthnavigation.com |
Wealth Navigation provides high-impact planning and resources for families, businesses, planners, and advisors. Our goal is to provide clarity, reality and a fresh new experience to the families and businesses that we have the opportunity to work with. |
|
| Wealth Navigation |
Beau |
Ogzewalla |
Director of Planning |
(801) 335-8200 |
WM |
beau@wealthnavigation.com |
info@wealthnavigation.com |
1148 Legacy Crossing Blvd. Ste. 300 |
Centerville |
UT |
84014 |
United States of America |
North America |
https://www.linkedin.com/in/k-beau-ogzewalla-37201ab/ |
|
2.002 |
|
Beau@317cap.com |
https://www.linkedin.com/company/wealth-navigation-llc |
https://www.wealthnavigation.com |
Wealth Navigation provides high-impact planning and resources for families, businesses, planners, and advisors. Our goal is to provide clarity, reality and a fresh new experience to the families and businesses that we have the opportunity to work with. |
|
| Wealth Partners Advisors LLC |
Jeffrey |
Kerman |
Senior Managing Director |
(212) 689-6700 |
WM |
jkerman@wealthpartnersadvisors.com |
|
21 E 40th St., Suite 2 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-kerman-jd-cws-b898486/ |
|
2.010 |
|
|
|
http://www.wealthpartnersadvisors.com/ |
Wealth Partners Advisors helps our clients achieve their financial goals by working with them to define objectives and to develop relevant strategies for the accumulation and preservation of wealth. We recognize that every individual, family and entity has different circumstances and goals. Therefore, our process starts with gaining a clear understanding of what each individual client wishes to accomplish. We then gather the factual information necessary to put their goals in the context of their financial situation. After a thorough analysis that is both quantitative and qualitative, we custom design strategies for each client and partner with them to stay on track to accomplish the goals they aim to achieve. |
|
| Wealth Partners Alliance |
John |
Saalfield |
Founding Partner |
(972) 331-1300 |
WM |
jsaalfield@wealthpartnersalliance.com |
WPA@wealthpartnersalliance.com |
15455 Dallas Parkway, Suite 400 |
Dallas |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/john-saalfield-647b5075/ |
|
2.019 |
|
|
https://www.linkedin.com/company/wealth-partners-alliance/ |
https://www.wealthpartnersalliance.com/ |
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. |
|
| Wealth Partners Alliance |
Rick |
Lima |
Founding Partner |
(972) 331-1300 |
WM |
rlima@wealthpartnersalliance.com |
WPA@wealthpartnersalliance.com |
15455 Dallas Parkway, Suite 400 |
Dallas |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/limarick/ |
|
2.019 |
|
|
https://www.linkedin.com/company/wealth-partners-alliance/ |
https://www.wealthpartnersalliance.com/ |
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. |
|
| Wealth Partners Alliance |
Brittany |
Smith |
Partner |
(972) 331-1300 |
WM |
bsmith@wealthpartnersalliance.com |
WPA@wealthpartnersalliance.com |
15455 Dallas Parkway, Suite 400 |
Dallas |
TX |
75001 |
United States of America |
North America |
https://www.linkedin.com/in/brittany-smith-aif®-49933b1a/ |
|
2.019 |
|
|
https://www.linkedin.com/company/wealth-partners-alliance/ |
https://www.wealthpartnersalliance.com/ |
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. |
|
| Wealth Partners Capital Group, LLC |
John |
Copeland |
Managing Partner |
(561) 567-8160 |
WM |
john.copeland@wealthpcg.com |
contact@wealthpcg.com |
230 Royal Palm Way, Suite 201 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
|
|
|
$30B |
|
https://www.linkedin.com/company/wealth-partners-capital-group-llc/ |
https://wealthpcg.com/ |
Wealth Partners Capital Group is an investor in and partner to three
nationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $85 billion in client assets. WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity. |
|
| Wealth Partners Capital Group, LLC |
Rich |
Gill |
Senior Partner |
(561) 567-8160 |
WM |
rich.gill@wealthpcg.com |
contact@wealthpcg.com |
315 Montgomery Street, Suite 1014 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/rich-gill-5b0a47/ |
|
|
$30B |
|
https://www.linkedin.com/company/wealth-partners-capital-group-llc/ |
https://wealthpcg.com/ |
Wealth Partners Capital Group is an investor in and partner to three
nationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $85 billion in client assets. WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity. |
|
| Wealth Partners Capital Group, LLC |
Sean |
Bresnan |
Partner |
(561) 567-8160 |
WM |
sean.bresnan@wealthpcg.com |
contact@wealthpcg.com |
230 Royal Palm Way, Suite 201 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
|
|
|
$30B |
|
https://www.linkedin.com/company/wealth-partners-capital-group-llc/ |
https://wealthpcg.com/ |
Wealth Partners Capital Group is an investor in and partner to three
nationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $85 billion in client assets. WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity. |
|
| Wealth Partners Capital Group, LLC |
Allison |
Sempier |
Chief Administrative Officer |
(561) 567-8160 |
WM |
allison.sempier@wealthpcg.com |
contact@wealthpcg.com |
230 Royal Palm Way, Suite 201 |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/allison-sempier-53889394/ |
|
|
$30B |
|
https://www.linkedin.com/company/wealth-partners-capital-group-llc/ |
https://wealthpcg.com/ |
Wealth Partners Capital Group is an investor in and partner to three
nationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $85 billion in client assets. WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity. |
|
| Wealth Partners Capital Group, LLC |
Nicholas |
Trepp |
Director |
(203) 273-2918 |
WM |
nicholas.trepp@wealthpcg.com |
contact@wealthpcg.com |
205 Hudson Street, 8th Floor, Suite 126 |
New York |
NY |
10013 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-trepp-9601325b/ |
|
|
$30B |
|
https://www.linkedin.com/company/wealth-partners-capital-group-llc/ |
https://wealthpcg.com/ |
Wealth Partners Capital Group is an investor in and partner to three
nationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $85 billion in client assets. WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity. |
|
| Wealth Solutions, EAFI |
Luis |
Merino Gonzalez |
CIO |
34 91 561 34 20 |
WM |
luis@wealthsolutions.es |
info@wealthsolutions.es |
Paseo de la Castellana 43, 1ª planta |
Madrid |
|
28046 |
Spain |
Europe |
https://www.linkedin.com/in/luis-merino-gonzález-b961a51a/ |
|
|
|
|
https://www.linkedin.com/company/wealth-solutions-eafi/ |
http://www.wealthsolutions.es |
Wealth Solutions provides independent wealth management advisory individuals, families, family offices and institutional investors. |
|
| Wealth Solutions, EAFI |
Clara |
Llanos Campos |
Socio - Director |
34 91 561 34 20 |
WM |
clara.campos@wealthsolutions.es |
info@wealthsolutions.es |
Paseo de la Castellana 43, 1ª planta |
Madrid |
|
28046 |
Spain |
Europe |
https://www.linkedin.com/in/clara-llanos-campos-73739022/ |
|
|
|
|
https://www.linkedin.com/company/wealth-solutions-eafi/ |
http://www.wealthsolutions.es |
Wealth Solutions provides independent wealth management advisory individuals, families, family offices and institutional investors. |
|
| Wealth Southern Management LLP |
Michael |
Horlick |
Partner |
(972) 661-4600 |
WM |
michael.horlick@southernwealth.com |
dallas@southernwealth.com |
5005 LBJ Freeway Ste 920 |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/michael-horlick-37361011 |
|
|
$2 billion |
|
|
https://www.southernwealth.com/ |
Southern Wealth Management is an investment advisory firm serving families of wealth. We are founded on the belief that in order to truly serve these families, our service model must be built with the end in mind. |
|
| Wealth Southern Management LLP |
Kelly |
Pattillo |
Principal |
(972) 661-4600 |
WM |
kelly.pattillo@southernwealth.com |
dallas@southernwealth.com |
5005 LBJ Freeway Ste 920 |
Dallas |
TX |
75244 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-pattillo-226b9ab/ |
|
|
$2 billion |
|
|
https://www.southernwealth.com/ |
Southern Wealth Management is an investment advisory firm serving families of wealth. We are founded on the belief that in order to truly serve these families, our service model must be built with the end in mind. |
|
| Wealth Star Advisors |
Scott |
Stockton |
CoFounder |
(972) 372-2955 |
WM |
sstockton@wealthstaradvisors.com |
twood@wealthstaradvisors.com |
305 B West Spring Creek Suite 400 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstar-advisors-llc/about/ |
http://www.wealthstaradvisors.com/ |
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire. |
|
| Wealth Star Advisors |
Jeffrey |
Wolf |
CoFounder |
(972) 372-2945 |
WM |
jwolf@wealthstaradvisors.com |
twood@wealthstaradvisors.com |
305 B West Spring Creek Suite 400 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstar-advisors-llc/about/ |
http://www.wealthstaradvisors.com/ |
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire. |
|
| Wealth Star Advisors |
Erik |
Wyse |
CoFounder |
(972) 372-2890 |
WM |
ewyse@wealthstaradvisors.com |
twood@wealthstaradvisors.com |
305 B West Spring Creek Suite 400 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstar-advisors-llc/about/ |
http://www.wealthstaradvisors.com/ |
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire. |
|
| Wealth Star Advisors |
Thomas |
Montgomery |
Senior Financial Advisor |
(972) 372-2970 |
WM |
tmontgomery@wealthstaradvisors.com |
twood@wealthstaradvisors.com |
305 B West Spring Creek Suite 400 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstar-advisors-llc/about/ |
http://www.wealthstaradvisors.com/ |
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire. |
|
| Wealth Star Advisors |
Eric |
Wolfe |
Senior Financial Advisor |
(972) 372-2905 |
WM |
ewolfe@wealthstaradvisors.com |
twood@wealthstaradvisors.com |
305 B West Spring Creek Suite 400 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstar-advisors-llc/about/ |
http://www.wealthstaradvisors.com/ |
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire. |
|
| Wealth Star Advisors |
Howard |
Chen |
Senior Financial Advisor |
(972) 372-2981 |
WM |
hchen@wealthstaradvisors.com |
twood@wealthstaradvisors.com |
305 B West Spring Creek Suite 400 |
Plano |
TX |
75023 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstar-advisors-llc/about/ |
http://www.wealthstaradvisors.com/ |
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire. |
|
| Wealth Strategy Partners, LLC |
Nash |
Subotic |
CEO |
(619) 684-6400 |
WM |
nash_subotic@thewsp.com |
info@thewp2.com |
4275 Executive Sq. Suite 800 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/nash-subotic-33b19a4/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wealth-strategy-partners-llc |
https://www.westpacwealth.com/ |
Wealth Strategy Partners is one of the fastest growing firms in the financial industry. We provide a high quality experience for our advisors and for our clients. In my role as Managing Partner, I help to grow our team of financial advisors. |
|
| Wealth Strategy Partners, LLC |
Vladimir |
Sasic |
Managing Partner |
(808) 695-2107 |
WM |
vladimir_sasic@thewsp.com |
info@thewp2.com |
4275 Executive Sq. Suite 800 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/vladimir-sasic-2a585179/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wealth-strategy-partners-llc |
https://www.westpacwealth.com/ |
Wealth Strategy Partners is one of the fastest growing firms in the financial industry. We provide a high quality experience for our advisors and for our clients. In my role as Managing Partner, I help to grow our team of financial advisors. |
|
| WealthBar |
Tea |
Nicola |
CoFounder & CEO |
(888) 373-7674 |
WM |
tea@wealthbar.com |
info@wealthbar.com |
#490 - 1122 Mainland Street |
Vancouver |
BC |
V6B 5L1 |
Canada |
North America |
https://www.linkedin.com/in/tea-nicola-85b5274b/ |
|
2.012 |
|
|
https://www.linkedin.com/company/wealthbar-financial-services-inc-/ |
https://www.wealthbar.com/ |
WealthBar Financial Services Inc. provides financial planning and investment advisory services. The Company offers portfolio management and consulting services. WealthBar Financial Services serves clients in Canada. |
|
| WealthBar |
Chris |
Nicola |
CoFounder & CTO |
(888) 373-7674 |
WM |
chris@wealthbar.com |
info@wealthbar.com |
#490 - 1122 Mainland Street |
Vancouver |
BC |
V6B 5L1 |
Canada |
North America |
https://www.linkedin.com/in/chnicola/ |
|
2.012 |
|
|
https://www.linkedin.com/company/wealthbar-financial-services-inc-/ |
https://www.wealthbar.com/ |
WealthBar Financial Services Inc. provides financial planning and investment advisory services. The Company offers portfolio management and consulting services. WealthBar Financial Services serves clients in Canada. |
|
| WealthBar |
Neville |
Joanes |
CIO |
(888) 373-7674 |
WM |
neville@wealthbar.com |
info@wealthbar.com |
#490 - 1122 Mainland Street |
Vancouver |
BC |
V6B 5L1 |
Canada |
North America |
https://www.linkedin.com/in/neville-joanes-35742416/ |
|
2.012 |
|
|
https://www.linkedin.com/company/wealthbar-financial-services-inc-/ |
https://www.wealthbar.com/ |
WealthBar Financial Services Inc. provides financial planning and investment advisory services. The Company offers portfolio management and consulting services. WealthBar Financial Services serves clients in Canada. |
|
| WealthBridge Ltd. |
John |
Davis |
Managing Director |
(403) 263-6004 |
WM |
jdavis@wealthbridge.com |
bnugent@wealthbridge.com |
200 Doll Block, 116 - 8th Avenue S.E. |
Calgary |
AB |
T2G 0K6 |
Canada |
North America |
https://www.linkedin.com/in/john-davis-0a66b7a/ |
|
2.011 |
|
|
|
https://www.wealthbridge.com/ |
WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.
The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clientele, they have leveraged their 60 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients’ wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire. |
|
| WealthBridge Ltd. |
Patrick |
Floreani |
Managing Director |
(403) 263-6004 |
WM |
pfloreani@wealthbridge.com |
info@wealthbridge.com |
200 Doll Block, 116 - 8th Avenue S.E. |
Calgary |
AB |
T2G 0K6 |
Canada |
North America |
https://www.linkedin.com/in/patrick-floreani-a72a1542/ |
|
2.011 |
|
|
|
https://www.wealthbridge.com/ |
WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.
The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clientele, they have leveraged their 60 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients’ wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire. |
|
| WealthBridge Ltd. |
Robert |
Savin |
Managing Director |
(403) 263-6004 |
WM |
rsavin@wealthbridge.com |
info@wealthbridge.com |
200 Doll Block, 116 - 8th Avenue S.E. |
Calgary |
AB |
T2G 0K6 |
Canada |
North America |
|
|
2.011 |
|
|
|
https://www.wealthbridge.com/ |
WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.
The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clientele, they have leveraged their 60 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients’ wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire. |
|
| WealthBridge Ltd. |
Jeremy |
Ash |
Portfolio Manager |
(403) 263-6004 |
WM |
jash@wealthbridge.com |
info@wealthbridge.com |
200 Doll Block, 116 - 8th Avenue S.E. |
Calgary |
AB |
T2G 0K6 |
Canada |
North America |
https://www.linkedin.com/in/jeremyash/ |
|
2.011 |
|
|
|
https://www.wealthbridge.com/ |
WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.
The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clientele, they have leveraged their 60 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients’ wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire. |
|
| WealthBridge Ltd. |
Brenda |
Nugent |
Team Lead, Planning |
(403) 263-6004 |
WM |
bnugent@wealthbridge.com |
info@wealthbridge.com |
200 Doll Block, 116 - 8th Avenue S.E. |
Calgary |
AB |
T2G 0K6 |
Canada |
North America |
https://www.linkedin.com/in/brenda-nugent-269b728b/ |
|
2.011 |
|
|
|
https://www.wealthbridge.com/ |
WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.
The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clientele, they have leveraged their 60 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients’ wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire. |
|
| WealthCo Financial Advisory Services Inc. |
David |
Udy |
President |
(403) 537-5853 |
WM |
david@wealthco.ca |
|
#210 200 Quarry Park Blvd SE |
Calgary |
AB |
T2C 5E3 |
Canada |
North America |
https://www.linkedin.com/in/davidudywealthco/ |
|
1.999 |
|
|
https://www.linkedin.com/company/wealthco-financial-advisory-services/ |
https://www.wealthco.ca/ |
Integrated Wealth Advisory is a simplified solution to helping you reach your goals and objectives that creates centralized connection to your professional advisors, and professional silos that can cost you time and money. |
|
| WealthCo Financial Advisory Services Inc. |
Tim |
Coakwell |
Vice President |
(403) 537-5853 |
WM |
tim@wealthco.ca |
|
#210 200 Quarry Park Blvd SE |
Calgary |
AB |
T2C 5E3 |
Canada |
North America |
https://www.linkedin.com/in/tim-coakwell-ab0a2926/ |
|
1.999 |
|
|
https://www.linkedin.com/company/wealthco-financial-advisory-services/ |
https://www.wealthco.ca/ |
Integrated Wealth Advisory is a simplified solution to helping you reach your goals and objectives that creates centralized connection to your professional advisors, and professional silos that can cost you time and money. |
|
| Wealthedge Advisors |
Gerard |
Addeo |
Founder |
(212) 687-3600 |
WM |
info@wealthedge.com |
info@wealthedge.com |
99 Park Ave Suite #1920 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/mark-salerno-cfp®-cltc-3044b5a/ |
|
1.985 |
$135M |
|
https://www.linkedin.com/company/wealthedge-advisors/ |
https://wealthedge.com/ |
WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. |
|
| Wealthnest Planners |
Michael |
McGinley |
Principal |
(480) 699-5275 |
WM |
mmcginley@wealthnest.com |
info@wealthnest.com |
5720 W Chandler Blvd Ste 4 |
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mcginley-cfp®-30944915/ |
|
|
|
|
https://www.linkedin.com/company/wealthnest-planners/ |
https://wealthnest.com/ |
Wealthnest Planners, LLC is a comprehensive wealth management firm. I specialize in investment services, tax planning, retirement planning, estate planning and insurance. My clients enjoy brokerage services through the largest independent brokerage firm in America, LPL Financial.* As a CFP® professional, I help my clients pursue financial well-being by organizing financial goals and implementing/monitoring a plan of action.3 |
|
| Wealthnest Planners |
Kevin |
Foster |
Principal and CoFounder |
(480) 699-5275 |
WM |
kfoster@wealthnest.com |
info@wealthnest.com |
5720 W Chandler Blvd Ste 4 |
Chandler |
AZ |
85226 |
United States of America |
North America |
https://www.linkedin.com/in/cfpfinancialplannerkevinfoster/ |
|
|
|
|
https://www.linkedin.com/company/wealthnest-planners/ |
https://wealthnest.com/ |
Wealthnest Planners, LLC is a comprehensive wealth management firm. I specialize in investment services, tax planning, retirement planning, estate planning and insurance. My clients enjoy brokerage services through the largest independent brokerage firm in America, LPL Financial.* As a CFP® professional, I help my clients pursue financial well-being by organizing financial goals and implementing/monitoring a plan of action.3 |
|
| WealthPlan Advisors, Inc. |
Rick |
Horton |
Principal, Investment Consultant, CCO |
(480) 505-0234 |
WM |
rhorton@wealthplanadvisor.com |
|
7272 E. Indian School Rd., Suite 103 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/rick-horton-51999527/ |
|
2.009 |
|
|
https://www.linkedin.com/company/wealthplanadvisor/ |
https://www.wealthplanadvisor.com/ |
WealthPlan Advisors is an Independent Registered Investment Advisor with nationwide core markets in Arizona, Utah, Missouri and Tennessee. Our firm provides completely independent and unbiased wealth management and retirement plan consulting services to our valued clients. |
|
| WealthPlan Advisors, Inc. |
Ciara |
Sharp Hanratty |
VP of Wealth Management |
(480) 505-0234 |
WM |
csharp@wealthplanadvisor.com |
|
7272 E. Indian School Rd., Suite 103 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/ciarasharp/ |
|
2.009 |
|
|
https://www.linkedin.com/company/wealthplanadvisor/ |
https://www.wealthplanadvisor.com/ |
WealthPlan Advisors is an Independent Registered Investment Advisor with nationwide core markets in Arizona, Utah, Missouri and Tennessee. Our firm provides completely independent and unbiased wealth management and retirement plan consulting services to our valued clients. |
|
| WealthPlan Advisors, Inc. |
Ethan |
Cooper |
Investment Consultant |
(480) 505-0234 |
WM |
ecooper@wealthplanadvisor.com |
|
7272 E. Indian School Rd., Suite 103 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/ethan-cooper-cfp®-b9aa9087/ |
|
2.009 |
|
|
https://www.linkedin.com/company/wealthplanadvisor/ |
https://www.wealthplanadvisor.com/ |
WealthPlan Advisors is an Independent Registered Investment Advisor with nationwide core markets in Arizona, Utah, Missouri and Tennessee. Our firm provides completely independent and unbiased wealth management and retirement plan consulting services to our valued clients. |
|
| Wealthplan Partners |
Todd |
Feltz |
CEO |
(402) 697-5450 |
WM |
tfeltz@wealthplan.partners |
Info@wealthplan.partners |
101 South 108th Avenue Second Floor |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/todd-feltz-9b7a952a/ |
|
1.986 |
|
|
https://www.linkedin.com/company/feltz-wealthplan |
https://www.wealthplan.partners/ |
Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life, ’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. |
|
| Wealthplan Partners |
Dan |
Feltz |
Principal, Wealth Advisor |
(402) 697-5452 |
WM |
dfeltz@feltzwp.com |
Info@wealthplan.partners |
101 South 108th Avenue Second Floor |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/dan-feltz-cfp®-cfs®-7a459614/ |
|
1.986 |
|
|
https://www.linkedin.com/company/feltz-wealthplan |
https://www.wealthplan.partners/ |
Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life, ’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. |
|
| Wealthplan Partners |
Brent |
O'Mara |
Senior Wealth Advisor |
(402) 697-5447 |
WM |
brent@feltzwp.com |
Info@wealthplan.partners |
101 South 108th Avenue Second Floor |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/brent-o-mara-aif®%EF%B8%8F-cfs-4043667/ |
|
1.986 |
|
|
https://www.linkedin.com/company/feltz-wealthplan |
https://www.wealthplan.partners/ |
Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life, ’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. |
|
| Wealthplan Partners |
Ryan |
Feltz |
Wealth Advisor |
(402) 697-5478 |
WM |
rfeltz@feltzwp.com |
Info@wealthplan.partners |
101 South 108th Avenue Second Floor |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-feltz-64944017/ |
|
1.986 |
|
|
https://www.linkedin.com/company/feltz-wealthplan |
https://www.wealthplan.partners/ |
Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life, ’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. |
|
| Wealthplan Partners |
Jamie |
O'Brien |
Wealth Advisor |
(402) 697-7274 |
WM |
jamie@feltzwp.com |
Info@wealthplan.partners |
101 South 108th Avenue Second Floor |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/jamie-o-brien-87991b74/ |
|
1.986 |
|
|
https://www.linkedin.com/company/feltz-wealthplan |
https://www.wealthplan.partners/ |
Feltz WealthPLAN’s goal is to regard each client with integrity and honesty and to be considered a trusted and indispensable advisor. We strive to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life, ’ as well as ‘Return on Investment.’ These solutions often go beyond financial advice and may involve our strategic alliances with a respected network of Estate Planning, Tax, and Insurance professionals. |
|
| Wealthquest Corporation |
Wade |
Daniel |
CEO |
(513) 530-9700 |
WM |
wade@wqcorp.com |
info@wqcorp.com |
50 E-Business Way, Suite 120 |
Cincinnati |
OH |
45241 |
United States of America |
North America |
https://www.linkedin.com/in/wade-daniel-4b819b98/ |
|
2.006 |
|
|
https://www.linkedin.com/company/wealthquest/ |
https://wqcorp.com/ |
At Wealthquest Corporation, we have built our firm on the concept of providing a comprehensive approach to wealth management. Wealthquest Corporation is a fee-based Registered Investment Adviser. We bring expertise in the areas of investment management, financial planning, estate planning, and tax advice under one roof and for one all-inclusive cost. Our team of experts holds the most highly regarded designations in each of these respective disciplines; the Certified Financial PlannerTM (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) marks. |
|
| Wealthquest Corporation |
James |
Lenhoff |
President |
(513) 530-9700 |
WM |
james@wqcorp.com |
info@wqcorp.com |
50 E-Business Way, Suite 120 |
Cincinnati |
OH |
45241 |
United States of America |
North America |
https://www.linkedin.com/in/james-lenhoff-9457663/ |
|
2.006 |
|
|
https://www.linkedin.com/company/wealthquest/ |
https://wqcorp.com/ |
At Wealthquest Corporation, we have built our firm on the concept of providing a comprehensive approach to wealth management. Wealthquest Corporation is a fee-based Registered Investment Adviser. We bring expertise in the areas of investment management, financial planning, estate planning, and tax advice under one roof and for one all-inclusive cost. Our team of experts holds the most highly regarded designations in each of these respective disciplines; the Certified Financial PlannerTM (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) marks. |
|
| Wealthquest Corporation |
Stephen |
King |
Vice President |
(513) 530-9700 |
WM |
stephen@wqcorp.com |
info@wqcorp.com |
50 E-Business Way, Suite 120 |
Cincinnati |
OH |
45241 |
United States of America |
North America |
https://www.linkedin.com/in/steve-king-0aba421/ |
|
2.006 |
|
|
https://www.linkedin.com/company/wealthquest/ |
https://wqcorp.com/ |
At Wealthquest Corporation, we have built our firm on the concept of providing a comprehensive approach to wealth management. Wealthquest Corporation is a fee-based Registered Investment Adviser. We bring expertise in the areas of investment management, financial planning, estate planning, and tax advice under one roof and for one all-inclusive cost. Our team of experts holds the most highly regarded designations in each of these respective disciplines; the Certified Financial PlannerTM (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) marks. |
|
| Wealthquest Corporation |
Mark |
Bates |
COO |
(513) 530-9700 |
WM |
mark@wqcorp.com |
info@wqcorp.com |
50 E-Business Way, Suite 120 |
Cincinnati |
OH |
45241 |
United States of America |
North America |
https://www.linkedin.com/in/mark-bates-cfp-ea-cdfa-550a9532/ |
|
2.006 |
|
mbates@wqcorp.com |
https://www.linkedin.com/company/wealthquest/ |
https://wqcorp.com/ |
At Wealthquest Corporation, we have built our firm on the concept of providing a comprehensive approach to wealth management. Wealthquest Corporation is a fee-based Registered Investment Adviser. We bring expertise in the areas of investment management, financial planning, estate planning, and tax advice under one roof and for one all-inclusive cost. Our team of experts holds the most highly regarded designations in each of these respective disciplines; the Certified Financial PlannerTM (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) marks. |
|
| Wealthspire Advisors |
Kelly |
Baumbach |
Managing Director |
(608) 416-4396 |
WM |
kelly.baumbach@wealthspire.com |
|
521 5th Avenue 15th Floor |
New York |
NY |
10175 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-l-baumbach-cfp®-and-cepa-1791b8a/ |
|
1.995 |
|
|
https://www.linkedin.com/company/wealthspireadvisors |
https://www.wealthspire.com/ |
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. |
|
| Wealthspire Advisors |
Brion |
Collins |
Managing Director |
(262) 326-6090 |
WM |
brion.collins@wealthspire.com |
|
521 5th Avenue 15th Floor |
New York |
NY |
10175 |
United States of America |
North America |
https://www.linkedin.com/in/brioncollins/ |
|
1.995 |
|
|
https://www.linkedin.com/company/wealthspireadvisors |
https://www.wealthspire.com/ |
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. |
|
| Wealthspire Advisors |
Michael |
Delgass, J.D. |
Managing Director |
(212) 973-0360 |
WM |
michael.delgass@wealthspire.com |
|
521 5th Avenue 15th Floor |
New York |
NY |
10175 |
United States of America |
North America |
https://www.linkedin.com/in/michael-delgass-08070b1/ |
|
1.995 |
|
|
https://www.linkedin.com/company/wealthspireadvisors |
https://www.wealthspire.com/ |
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. |
|
| Wealthspire Advisors |
Craig |
Fasano |
Managing Director |
(212) 973-9273 |
WM |
craig.fasano@wealthspire.com |
|
521 5th Avenue 15th Floor |
New York |
NY |
10175 |
United States of America |
North America |
https://www.linkedin.com/in/craig-fasano-0a27174/ |
|
1.995 |
|
|
https://www.linkedin.com/company/wealthspireadvisors |
https://www.wealthspire.com/ |
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. |
|
| Wealthspire Advisors |
Daniel |
Geary |
Managing Director |
(267) 417-5215 |
WM |
dan.geary@wealthspire.com |
|
521 5th Avenue 15th Floor |
New York |
NY |
10175 |
United States of America |
North America |
|
|
1.995 |
|
|
https://www.linkedin.com/company/wealthspireadvisors |
https://www.wealthspire.com/ |
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. |
|
| Wealthstream Advisors, Inc. |
Tracy |
Shar |
Senior Advisor, Principal |
(212) 971-9241 |
WM |
tshar@wealthstreamadvisors.com |
|
6800 Jericho Turnpike, Suite 206E |
Syosset |
NY |
11791 |
United States of America |
North America |
https://www.linkedin.com/in/tracyshar/ |
|
1.996 |
|
|
https://www.linkedin.com/company/wealthstream-advisors-inc-/ |
https://www.wealthstreamadvisors.com/ |
Wealthstream Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. A Registered Investment Advisor firm, Wealthstream Advisors acts in a fiduciary capacity to provide objective and personalized financial planning and evidence-based investment management. By working closely with Wealthstream, clients gain greater financial clarity and the knowledge and confidence to make better decisions about how to invest and manage their wealth. |
|
| Wealthstreet Investment Advisors, LLC |
Joseph |
Ray |
President, Managing Director |
(214) 954-1900 |
WM |
joeray@wealthstreet-advisors.com |
invest@wealthstreet-advisors.com |
1445 Ross Avenue, Suite 5600 |
Dallas |
TX |
75202 |
United States of America |
North America |
https://www.linkedin.com/in/joehray/ |
|
2.017 |
|
|
https://www.linkedin.com/company/wealthstreetinvestmentadvisors/ |
https://www.wealthstreet-advisors.com/ |
Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon our 40 year history of offering investment advice. Our mission will continue to be, "to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies."
Wealthstreet's philosophy is based on two simple but unwavering principles: impeccable personal service and the highest standards of personal and corporate integrity. We are a Dallas based, fee-only Registered Investment Advisor (RIA) founded in 2017. At Wealthstreet we firmly believe when your personal finances are built on the right foundation, the potential for assets to grow over time significantly increases. We are investors, not traders. Our process is client driven, allowing our expert portfolio managers to provide you with the advice and asset management skills needed to make the most of your investments. |
|
| Wealthstreet Investment Advisors, LLC |
Michael |
Kane |
Managing Director, Portfolio Manager |
(214) 954-1900 |
WM |
michaelkane@wealthstreet-advisors.com |
invest@wealthstreet-advisors.com |
1445 Ross Avenue, Suite 5600 |
Dallas |
TX |
75202 |
United States of America |
North America |
https://www.linkedin.com/in/michael-kane-cfa-a1a28614b/ |
|
2.017 |
|
|
https://www.linkedin.com/company/wealthstreetinvestmentadvisors/ |
https://www.wealthstreet-advisors.com/ |
Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon our 40 year history of offering investment advice. Our mission will continue to be, "to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies."
Wealthstreet's philosophy is based on two simple but unwavering principles: impeccable personal service and the highest standards of personal and corporate integrity. We are a Dallas based, fee-only Registered Investment Advisor (RIA) founded in 2017. At Wealthstreet we firmly believe when your personal finances are built on the right foundation, the potential for assets to grow over time significantly increases. We are investors, not traders. Our process is client driven, allowing our expert portfolio managers to provide you with the advice and asset management skills needed to make the most of your investments. |
|
| Wealthstreet Investment Advisors, LLC |
Michael |
Beck |
Managing Director, Portfolio Manager | Marketing Manager |
(214) 954-1900 |
WM |
michaelbeck@wealthstreet-advisors.com |
invest@wealthstreet-advisors.com |
1445 Ross Avenue, Suite 5600 |
Dallas |
TX |
75202 |
United States of America |
North America |
https://www.linkedin.com/in/michaelrothbeck/ |
|
2.017 |
|
|
https://www.linkedin.com/company/wealthstreetinvestmentadvisors/ |
https://www.wealthstreet-advisors.com/ |
Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon our 40 year history of offering investment advice. Our mission will continue to be, "to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies."
Wealthstreet's philosophy is based on two simple but unwavering principles: impeccable personal service and the highest standards of personal and corporate integrity. We are a Dallas based, fee-only Registered Investment Advisor (RIA) founded in 2017. At Wealthstreet we firmly believe when your personal finances are built on the right foundation, the potential for assets to grow over time significantly increases. We are investors, not traders. Our process is client driven, allowing our expert portfolio managers to provide you with the advice and asset management skills needed to make the most of your investments. |
|
| Wealthstreet Investment Advisors, LLC |
Leslie |
Reynoso |
Wealth Management | 401 (k) Advisor |
(214) 954-1900 |
WM |
lesliereynoso@wealthstreet-advisors.com |
invest@wealthstreet-advisors.com |
1445 Ross Avenue, Suite 5600 |
Dallas |
TX |
75202 |
United States of America |
North America |
https://www.linkedin.com/in/lesliejreynoso/ |
|
2.017 |
|
|
https://www.linkedin.com/company/wealthstreetinvestmentadvisors/ |
https://www.wealthstreet-advisors.com/ |
Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon our 40 year history of offering investment advice. Our mission will continue to be, "to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies."
Wealthstreet's philosophy is based on two simple but unwavering principles: impeccable personal service and the highest standards of personal and corporate integrity. We are a Dallas based, fee-only Registered Investment Advisor (RIA) founded in 2017. At Wealthstreet we firmly believe when your personal finances are built on the right foundation, the potential for assets to grow over time significantly increases. We are investors, not traders. Our process is client driven, allowing our expert portfolio managers to provide you with the advice and asset management skills needed to make the most of your investments. |
|
| Wealthstreet Investment Advisors, LLC |
Vicki |
Smiley |
Operations Manager |
(214) 954-1900 |
WM |
vickismiley@wealthstreet-advisors.com |
invest@wealthstreet-advisors.com |
1445 Ross Avenue, Suite 5600 |
Dallas |
TX |
75202 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthstreetinvestmentadvisors/ |
https://www.wealthstreet-advisors.com/ |
Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon our 40 year history of offering investment advice. Our mission will continue to be, "to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies."
Wealthstreet's philosophy is based on two simple but unwavering principles: impeccable personal service and the highest standards of personal and corporate integrity. We are a Dallas based, fee-only Registered Investment Advisor (RIA) founded in 2017. At Wealthstreet we firmly believe when your personal finances are built on the right foundation, the potential for assets to grow over time significantly increases. We are investors, not traders. Our process is client driven, allowing our expert portfolio managers to provide you with the advice and asset management skills needed to make the most of your investments. |
|
| WealthTrust Arizona |
Paul |
Ahern |
Managing Director, Partner |
(480) 483-7300 |
WM |
pahern@wealthtrust.com |
|
17200 n. perimeter dr. suite 203 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/paul-ahern-cfp-chfc-04487b17/ |
|
|
|
|
https://www.linkedin.com/company/wealthtrustadvisors/ |
https://teams.hightoweradvisors.com/team/wealthtrustadvisors/home |
WealthTrust Advisors, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust Advisors share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. |
|
| WealthTrust Arizona |
Mike |
Bowen |
Managing Director, Partner |
(480) 483-7300 |
WM |
mbowen@wealthtrust.com |
|
17200 n. perimeter dr. suite 203 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/mike-bowen-2269185/ |
|
|
|
|
https://www.linkedin.com/company/wealthtrustadvisors/ |
https://teams.hightoweradvisors.com/team/wealthtrustadvisors/home |
WealthTrust Advisors, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust Advisors share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. |
|
| WealthTrust Arizona |
Heath |
Bray |
Managing Director, Partner |
(480) 483-7300 |
WM |
hbray@wealthtrust.com |
|
17200 n. perimeter dr. suite 203 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/heath-bray-5850274/ |
|
|
|
|
https://www.linkedin.com/company/wealthtrustadvisors/ |
https://teams.hightoweradvisors.com/team/wealthtrustadvisors/home |
WealthTrust Advisors, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust Advisors share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. |
|
| WealthTrust Arizona |
Brent |
McQuiston |
Managing Director, Partner |
(480) 483-7300 |
WM |
bmcquiston@wealthtrust.com |
|
17200 n. perimeter dr. suite 203 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wealthtrustadvisors/ |
https://teams.hightoweradvisors.com/team/wealthtrustadvisors/home |
WealthTrust Advisors, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust Advisors share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. |
|
| WealthTrust Arizona |
Ben |
Wilson |
Managing Director, Partner |
(480) 483-7300 |
WM |
brwilson@wealthtrust.com |
|
17200 n. perimeter dr. suite 203 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/ben-wilson-863a63b/ |
|
|
|
|
https://www.linkedin.com/company/wealthtrustadvisors/ |
https://teams.hightoweradvisors.com/team/wealthtrustadvisors/home |
WealthTrust Advisors, strives to provide clients with objective guidance that directly links a client’s success to ours - making your success our primary goal. The professionals at WealthTrust Advisors share a single-minded purpose: Work as a team to deliver sophisticated, integrated investment and estate planning solutions to families, executives, business owners and other professionals to enhance and protect their wealth, reflect their values and achieve their lifetime goals. We offer long-term financial planning, portfolio management, estate planning, retirement planning, risk management and insurance planning. |
|
| Weatherly Asset Management |
Carolyn |
Taylor |
President, Founding Partner |
(858) 259-4507 |
WM |
Carolyn@WeatherlyAssetMgt.com |
|
832 Camino del Mar, Suite 4 |
Del Mar |
CA |
92014 |
United States of America |
North America |
https://www.linkedin.com/in/carolyn-taylor-61424126/ |
|
1.994 |
$634M |
|
https://www.linkedin.com/company/weatherly-asset-management/ |
http://www.weatherlyassetmgt.com/ |
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994. |
|
| Weatherly Asset Management |
Brent |
Armstrong |
Wealth Management Advisor, Partner |
(858) 259-4507 |
WM |
Brent@WeatherlyAssetMgt.com |
|
832 Camino del Mar, Suite 4 |
Del Mar |
CA |
92014 |
United States of America |
North America |
https://www.linkedin.com/in/brent-armstrong-cfp®-12430413/ |
|
1.994 |
$634M |
|
https://www.linkedin.com/company/weatherly-asset-management/ |
http://www.weatherlyassetmgt.com/ |
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994. |
|
| Weaver C. Barksdale & Associates, Inc. |
Weaver |
Barksdale |
Founding Principal, Chairman |
(615) 665-1085 |
WM |
wbarksdale@wcbarksdale.com |
|
One Burton Hills Blvd., Suite 100 |
Nashville |
TN |
37215 |
United States of America |
North America |
|
|
1.984 |
$4.3B |
|
https://www.linkedin.com/company/weaver-c.-barksdale-&-associates-inc./ |
http://www.wcbarksdale.com/ |
Barksdale & Associates is dedicated to excellence in the management of customized investment portfolios for institutional investors.
WCB provides fixed income and equity management strategies primarily for institutional investors. The company currently manages approximately $4.3 billion (75 institutions) across all plan types, throughout 19 states. The firm manages two or more customized portfolios for approximately half of our institutional clients, which is a clear indicator of client satisfaction.
The company was founded in 1984 by Weaver Barksdale and is 100% owned by its employees with majority female ownership. |
|
| Weaver C. Barksdale & Associates, Inc. |
Ann |
Loden Roberts |
Principal, President, CEO |
(615) 665-1085 |
WM |
aroberts@wcbarksdale.com |
|
One Burton Hills Blvd., Suite 100 |
Nashville |
TN |
37215 |
United States of America |
North America |
https://www.linkedin.com/in/ann-roberts-b777097/ |
|
1.984 |
$4.3B |
|
https://www.linkedin.com/company/weaver-c.-barksdale-&-associates-inc./ |
http://www.wcbarksdale.com/ |
Barksdale & Associates is dedicated to excellence in the management of customized investment portfolios for institutional investors.
WCB provides fixed income and equity management strategies primarily for institutional investors. The company currently manages approximately $4.3 billion (75 institutions) across all plan types, throughout 19 states. The firm manages two or more customized portfolios for approximately half of our institutional clients, which is a clear indicator of client satisfaction.
The company was founded in 1984 by Weaver Barksdale and is 100% owned by its employees with majority female ownership. |
|
| Weaver C. Barksdale & Associates, Inc. |
Ron |
Partain |
Director of Marketing |
(615) 665-1085 |
WM |
rpartain@wcbarksdale.com |
|
One Burton Hills Blvd., Suite 100 |
Nashville |
TN |
37215 |
United States of America |
North America |
https://www.linkedin.com/in/ron-partain-a4120b10/ |
|
1.984 |
$4.3B |
|
https://www.linkedin.com/company/weaver-c.-barksdale-&-associates-inc./ |
http://www.wcbarksdale.com/ |
Barksdale & Associates is dedicated to excellence in the management of customized investment portfolios for institutional investors.
WCB provides fixed income and equity management strategies primarily for institutional investors. The company currently manages approximately $4.3 billion (75 institutions) across all plan types, throughout 19 states. The firm manages two or more customized portfolios for approximately half of our institutional clients, which is a clear indicator of client satisfaction.
The company was founded in 1984 by Weaver Barksdale and is 100% owned by its employees with majority female ownership. |
|
| Weaver Consulting Group |
Jason |
Weaver |
Financial Advisor, Managing Partner |
(714) 536-4065 |
WM |
jason@weaverconsultinggroup.com |
info@weaverconsultinggroup.com |
101 Main Street, Suite 220 |
Huntington Beach |
CA |
92648 |
United States of America |
North America |
https://www.linkedin.com/in/jason-weaver-9892565/ |
|
2.017 |
|
|
https://www.linkedin.com/company/weaverconsultinggroup/ |
https://weaverconsultinggroup.com |
Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle. |
|
| Weaver Consulting Group |
Travis |
Weaver |
Financial Advisor, Partner |
(714) 536-4065 |
WM |
travis@weaverconsultinggroup.com |
info@weaverconsultinggroup.com |
101 Main Street, Suite 220 |
Huntington Beach |
CA |
92648 |
United States of America |
North America |
https://www.linkedin.com/in/travis-weaver-crpc-aams-awma-ba229020/ |
|
2.017 |
|
|
https://www.linkedin.com/company/weaverconsultinggroup/ |
https://weaverconsultinggroup.com |
Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle. |
|
| Weaver Consulting Group |
Jessica |
Johnson |
Operations Manager |
(714) 536-4065 |
WM |
jessica@weaverconsultinggroup.com |
info@weaverconsultinggroup.com |
101 Main Street, Suite 220 |
Huntington Beach |
CA |
92648 |
United States of America |
North America |
|
|
2.017 |
|
|
https://www.linkedin.com/company/weaverconsultinggroup/ |
https://weaverconsultinggroup.com |
Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle. |
|
| Weber Asset Management |
Ken |
Weber |
President |
(516) 326-3299 |
WM |
ken@weberasset.com |
info@weberasset.com |
1983 Marcus Avenue #221 |
Lake Success |
NY |
11042 |
United States of America |
North America |
https://www.linkedin.com/in/kenweber1/ |
|
1.987 |
|
|
https://www.linkedin.com/company/weber-asset-management/ |
https://weberasset.com/ |
Weber Asset Management is an independent, multi-generational firm managing approximately $400 million for families, individuals, small firms and organizations. |
|
| Weber Asset Management |
Stuart |
Markowitz |
CCO & Portfolio Manager |
(516) 326-3299 |
WM |
stuart@weberasset.com |
info@weberasset.com |
1983 Marcus Avenue #221 |
Lake Success |
NY |
11042 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-e-markowitz-16101118/ |
|
1.987 |
|
|
https://www.linkedin.com/company/weber-asset-management/ |
https://weberasset.com/ |
Weber Asset Management is an independent, multi-generational firm managing approximately $400 million for families, individuals, small firms and organizations. |
|
| Wedbush Securities |
Gary |
Wedbush |
Co-President |
(213) 688-8000 |
WM |
gary@wedbush.com |
info@wedbush.com |
1000 Wilshire Blvd. |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/gary-wedbush-b9794281/ |
|
1.955 |
|
|
https://www.linkedin.com/company/wedbush/ |
https://www.wedbush.com/ |
Wedbush Securities is one of the nation’s leading wealth management, brokerage and advisory firms with over 400 investment professionals dedicated to your financial success. We offer a complete suite of wealth management products and financial services for investors of any size or type. We are committed to helping clients achieve their financial goals through entrepreneurial, industry-leading investment ideas, products and services. Wedbush Securities Advisors are some of the most experienced financial planning, retirement planning, and investment professionals in the industry, delivering excellence through service. |
|
| Wedbush Securities |
Daniel |
Billings |
EVP & CFO |
(213) 688-8000 |
WM |
dbillings@wedbush.com |
info@wedbush.com |
1000 Wilshire Blvd. |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/billingsdan/ |
|
1.955 |
|
|
https://www.linkedin.com/company/wedbush/ |
https://www.wedbush.com/ |
Wedbush Securities is one of the nation’s leading wealth management, brokerage and advisory firms with over 400 investment professionals dedicated to your financial success. We offer a complete suite of wealth management products and financial services for investors of any size or type. We are committed to helping clients achieve their financial goals through entrepreneurial, industry-leading investment ideas, products and services. Wedbush Securities Advisors are some of the most experienced financial planning, retirement planning, and investment professionals in the industry, delivering excellence through service. |
|
| Wedbush Securities |
Natalie |
Svider |
Senior Vice President & Communications Director |
(213) 688-8057 |
WM |
natalie.svider@wedbush.com |
info@wedbush.com |
1000 Wilshire Blvd. |
Los Angeles |
CA |
90017 |
United States of America |
North America |
https://www.linkedin.com/in/nataliesvider/ |
|
1.955 |
|
|
https://www.linkedin.com/company/wedbush/ |
https://www.wedbush.com/ |
Wedbush Securities is one of the nation’s leading wealth management, brokerage and advisory firms with over 400 investment professionals dedicated to your financial success. We offer a complete suite of wealth management products and financial services for investors of any size or type. We are committed to helping clients achieve their financial goals through entrepreneurial, industry-leading investment ideas, products and services. Wedbush Securities Advisors are some of the most experienced financial planning, retirement planning, and investment professionals in the industry, delivering excellence through service. |
|
| Weitz Financial Group |
Peter |
Weitz |
Managing Director |
(954) 866-5208 |
WM |
pweitz@weitzfinancial.com |
|
1500 W Cypress Creek Rd., Suite 205 |
Fort Lauderdale |
FL |
33309-1841 |
United States of America |
North America |
https://www.linkedin.com/in/peterweitz/ |
|
2.017 |
|
|
|
https://www.weitzfinancial.com/ |
Weitz conducts advisory business through E2I Advisors, LLC. (“E2I Advisors”), a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). Weitz and E2I Advisors are herein referred to as the “Advisor”. The Advisor provides investment advisory and related services to clients nationally. The Advisor will maintain all applicable notice filings, registrations and licenses as required by the SEC and various state regulators in which the Advisor conducts business. The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion. |
|
| Weitz Financial Group |
Steven |
Weitz |
Director |
(954) 866-5204 |
WM |
sweitz@weitzfinancial.com |
|
1500 W Cypress Creek Rd., Suite 205 |
Fort Lauderdale |
FL |
33309-1841 |
United States of America |
North America |
https://www.linkedin.com/in/steven-weitz-b6597b20/ |
|
2.017 |
|
|
|
https://www.weitzfinancial.com/ |
Weitz conducts advisory business through E2I Advisors, LLC. (“E2I Advisors”), a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). Weitz and E2I Advisors are herein referred to as the “Advisor”. The Advisor provides investment advisory and related services to clients nationally. The Advisor will maintain all applicable notice filings, registrations and licenses as required by the SEC and various state regulators in which the Advisor conducts business. The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion. |
|
| Welch & Forbes, LLC |
Theodore Edward |
Ober |
EVP and Portfolio Manager |
(617) 523-1635 Ext. 281 |
WM |
tober@welchforbes.com |
info@welchforbes.com |
45 School Street 5th Floor Old City Hall |
Boston |
MA |
02108 |
United States of America |
North America |
|
|
1.838 |
$4M |
|
https://www.linkedin.com/company/welch-and-forbes-llc/ |
http://www.welchforbes.com/ |
Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with building wealth. Our clients look to us at all stages of wealth, from startup founders and corporate executives to multi-generational families who have been with us for more than a century. Each relationship is anchored in trust, chemistry, and our ability to collaborate across disciplines to determine the best plan for our clients today and the generations of tomorrow. |
|
| Welch & Forbes, LLC |
Adrienne |
Silbermann |
Director of Research, Compliance Officer and Portfolio Manager |
(617) 523-1635 Ext. 277 |
WM |
asilbermann@welchforbes.com |
info@welchforbes.com |
45 School Street 5th Floor Old City Hall |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/adrienne-silbermann-8289709/ |
|
1.838 |
$4M |
|
https://www.linkedin.com/company/welch-and-forbes-llc/ |
http://www.welchforbes.com/ |
Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with building wealth. Our clients look to us at all stages of wealth, from startup founders and corporate executives to multi-generational families who have been with us for more than a century. Each relationship is anchored in trust, chemistry, and our ability to collaborate across disciplines to determine the best plan for our clients today and the generations of tomorrow. |
|
| Wells Asset Management, LLC |
Pearley |
Wells |
President |
Mobile: (307) 262-0937 |
WM |
pearley@wellsassetmgmt.com |
|
300 North Forest Drive, Suite 100 |
Casper |
WY |
82609 |
United States of America |
North America |
https://www.linkedin.com/in/pearley-wells-6b11007/ |
|
2.008 |
|
|
|
https://www.wellsassetmgmt.com/ |
Wells Asset Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. |
|
| Wells Asset Management, LLC |
Reed |
Rudkin |
Financial Advisor |
Office: (307) 315-6030 |
WM |
reed@wellsassetmgmt.com |
|
300 North Forest Drive, Suite 100 |
Casper |
WY |
82609 |
United States of America |
North America |
https://www.linkedin.com/in/reed-rudkin-mba-06061323/ |
|
2.008 |
|
|
|
https://www.wellsassetmgmt.com/ |
Wells Asset Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. |
|
| Wells Fargo |
Jay Scott |
Welker |
President |
(877) 636-0501 |
WM |
jay.welker@wellsfargo.com |
|
420 Montgomery Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/jay-welker-821b716/ |
|
|
$1.9T |
|
https://www.linkedin.com/company/wellsfargo/ |
https://www.wellsfargo.com/ |
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. |
|
| Wells Fargo |
Amrit |
Walia |
Regional Managing Director of New Jersey |
(877) 636-0501 |
WM |
amrit.walia@wellsfargo.com |
|
420 Montgomery Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/amrit-walia-b3ba5064/ |
|
|
$1.9T |
|
https://www.linkedin.com/company/wellsfargo |
https://www.wellsfargo.com/ |
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. |
|
| Wells Fargo |
Kei |
Sasaki |
Regional Chief Investment Officer for Northeast Region |
(877) 636-0501 |
WM |
kei.sasaki@wellsfargo.com |
|
420 Montgomery Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/kei-sasaki-a490338/ |
|
|
$1.9T |
|
https://www.linkedin.com/company/wellsfargo |
https://www.wellsfargo.com/ |
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. |
|
| Wells Fargo |
Jeff |
Savage |
Head of Specialized Wealth Services |
(877) 636-0501 |
WM |
jeff.savage@wellsfargo.com |
|
420 Montgomery Street |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-savage-15b05055/ |
|
|
$1.9T |
|
https://www.linkedin.com/company/wellsfargo |
https://www.wellsfargo.com/ |
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. |
|
| Wellspring Financial Advisors |
Michael |
Novak |
Managing Director |
(216) 367-0680 x1114 |
WM |
mnovak@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5885 Landerbrook Dr. Suite 205 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/michael-novak-3892945/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent personal wealth management and multi-family office. We offer holistic financial services to ultra high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. |
|
| Wellspring Financial Advisors |
Laura |
Capuozzo |
Director of Operations |
(216) 367-0680 x1111 |
WM |
lcapuozzo@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5885 Landerbrook Dr. Suite 205 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/laura-capuozzo-98ba5b46/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent personal wealth management and multi-family office. We offer holistic financial services to ultra high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. |
|
| Wellspring Financial Advisors |
Hedy |
Demsey |
Director |
(216) 367-0680 x1112 |
WM |
hdemsey@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5885 Landerbrook Dr. Suite 205 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/hedy-demsey-64923525/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent personal wealth management and multi-family office. We offer holistic financial services to ultra high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. |
|
| Wellspring Financial Advisors |
Rich |
Turgeon |
Director |
(216) 367-0680 x1116 |
WM |
rturgeon@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5885 Landerbrook Dr. Suite 205 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/richard-j-turgeon-cfa®-caia®-mfsf®-cfp®-16994048/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent personal wealth management and multi-family office. We offer holistic financial services to ultra high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. |
|
| Wellspring Financial Advisors |
Jenna |
Staton |
Director |
(216) 367-0680 x1118 |
WM |
jstaton@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5885 Landerbrook Dr. Suite 205 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/jenna-staton-ea-0721b78/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent personal wealth management and multi-family office. We offer holistic financial services to ultra high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. |
|
| WESCAP Management Group, Inc. |
Mark |
Gleason |
Senior Financial Advisor |
(818) 563-5170 |
WM |
mark@wescapgroup.com |
contact@wescapgroup.com |
330 N. Brand Blvd., Suite 1150 |
Glendale |
CA |
91203 |
United States of America |
North America |
https://www.linkedin.com/in/mark-gleason-cfa-933b6a17/ |
|
1.988 |
$851M |
|
https://www.linkedin.com/company/wescap-group |
http://www.wescapgroup.com/ |
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth individuals and families. |
|
| Wescott Financial Advisory Group, LLC |
Lydia |
Sheckels |
Chief Investment Officer Emeritus & Senior Financial Advisor |
(215) 979-1600 |
WM |
lsheckels@wescott.com |
|
30 South 17th Street |
Philadelphia |
PA |
19103-4196 |
United States of America |
North America |
https://www.linkedin.com/in/lydia-sheckels-404429a/ |
|
1.987 |
$1.8B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://www.wescott.com/ |
Wescott is an independent registered investment advisory and wealth management firm with a unique approach to achieving client goals. |
|
| Wescott Financial Advisory Group, LLC |
Mark |
McCarron |
Chief Investment Officer |
(215) 979-1668 |
WM |
mmccarron@wescott.com |
|
30 South 17th Street |
Philadelphia |
PA |
19103-4196 |
United States of America |
North America |
https://www.linkedin.com/in/mark-mccarron-cfa-35b9b24/ |
|
1.987 |
$1.8B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://www.wescott.com/ |
Wescott is an independent registered investment advisory and wealth management firm with a unique approach to achieving client goals. |
|
| Wescott Financial Advisory Group, LLC |
Grant |
Rawdin |
Founder & CEO |
(215) 979-1600 |
WM |
grawdin@wescott.com |
|
30 South 17th Street |
Philadelphia |
PA |
19103-4196 |
United States of America |
North America |
https://www.linkedin.com/in/grant-rawdin-a37a7911/ |
|
1.987 |
$2B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://wescott.com/ |
Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. |
|
| Wescott Financial Advisory Group, LLC |
Lydia |
Sheckers |
Partner, CIO Emeritus and Senior Financial Advisor |
(215) 979-1600 |
WM |
lsheckels@wescott.com |
|
30 South 17th Street |
Philadelphia |
PA |
19103-4196 |
United States of America |
North America |
https://www.linkedin.com/in/lydia-sheckels-404429a/ |
|
1.987 |
$2B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://wescott.com/ |
Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. |
|
| Wescott Financial Advisory Group, LLC |
Scott |
Michalek |
Partner and Senior Financial Advisor |
(215) 979-1604 |
WM |
smichalek@wescott.com |
|
30 South 17th Street |
Philadelphia |
PA |
19103-4196 |
United States of America |
North America |
https://www.linkedin.com/in/scott-michalek-1a058014/ |
|
1.987 |
$2B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://wescott.com/ |
Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. |
|
| Wescott Financial Advisory Group, LLC |
Karen |
McIntyre |
Principal, Senior Financial Advisor |
(215) 979-1683 |
WM |
kmcintyre@wescott.com |
|
455 Pennsylvania Avenue, Suite 230 |
Fort Washington |
PA |
19034 |
United States of America |
North America |
https://www.linkedin.com/in/karen-mcintyre-485548/ |
|
1.987 |
$2B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://wescott.com/ |
Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. |
|
| Wescott Financial Advisory Group, LLC |
Stephanie |
James |
Partner and Senior Financial Advisor |
(215) 979-1694 |
WM |
sjames@wescott.com |
|
30 South 17th Street |
Philadelphia |
PA |
19103-4196 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-james-mba-cfp-®-66bb9619/ |
|
1.987 |
$2B |
|
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
https://wescott.com/ |
Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. |
|
| WESMARK Wealth Management |
Mark |
Larimore |
Principal |
(972) 980-6541 |
WM |
Mark.Larimore@LPL.com |
info@westmarkwealth.com |
5050 North 40th Suite 140 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/westmark-wealth-management |
http://www.wesmarkwealth.com |
Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to protect their wealth. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement. Physicians face many financial challenges: high asset protection needs, a limited amount of time after training to achieve their financial goals, high tax liabilities, and large student loan balances to name a few. |
|
| WESMARK Wealth Management |
Bart |
Gunter |
Principal |
(972) 980-6541 |
WM |
Bart.Gunter@LPL.com |
info@westmarkwealth.com |
5050 North 40th Suite 140 |
Phoenix |
AZ |
85018 |
United States of America |
North America |
|
|
2.011 |
|
|
https://www.linkedin.com/company/westmark-wealth-management |
http://www.wesmarkwealth.com |
Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to protect their wealth. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement. Physicians face many financial challenges: high asset protection needs, a limited amount of time after training to achieve their financial goals, high tax liabilities, and large student loan balances to name a few. |
|
| West Coast Financial Wealth Management |
Joseph |
Kami |
Investment Advisor |
(510) 869-9990 |
WM |
joseph@wcfwealth.com |
|
410 12th Street Suite 325 |
Oakland |
CA |
94607 |
United States of America |
North America |
|
|
|
|
|
|
http://www.wcfwealth.com/ |
The firm is a full-service financial firm committed to helping people pursue their financial goals. It offers a wide range of financial products and services to individuals and business owners. |
|
| West Court Capital Corporation |
David |
Kaufman |
CEO |
(416) 907-4950 |
WM |
drk@westcourtcapital.com |
info@westcourtcapital.com |
175 Bloor St E North Tower Suite 901 |
Toronto |
ON |
M4W 3R8 |
Canada |
North America |
https://www.linkedin.com/in/westcourtcapital/ |
|
2.009 |
$2.5B |
|
https://www.linkedin.com/company/westcourt-capital-corporation/?originalSubdomain=ca |
http://www.westcourtcapital.com |
Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative investment strategies. We specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk adjusted returns in all investing environments. |
|
| West Court Capital Corporation |
Robert |
Janson |
President & Chief Investment Officer |
Mobile: (416) 400-5943 |
WM |
rj@westcourtcapital.com |
info@westcourtcapital.com |
175 Bloor St E North Tower Suite 901 |
Toronto |
ON |
M4W 3R8 |
Canada |
North America |
https://www.linkedin.com/in/robert-janson-mfin-27b1b5b/ |
|
2.009 |
$2.5B |
|
https://www.linkedin.com/company/westcourt-capital-corporation/?originalSubdomain=ca |
http://www.westcourtcapital.com |
Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative investment strategies. We specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk adjusted returns in all investing environments. |
|
| West Court Capital Corporation |
Pauline |
Johnson |
Director of Operations |
(416) 907-4950 |
WM |
pcj@westcourtcapital.com |
info@westcourtcapital.com |
175 Bloor St E North Tower Suite 901 |
Toronto |
ON |
M4W 3R8 |
Canada |
North America |
|
|
2.009 |
$2.5B |
|
https://www.linkedin.com/company/westcourt-capital-corporation/?originalSubdomain=ca |
http://www.westcourtcapital.com |
Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative investment strategies. We specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk adjusted returns in all investing environments. |
|
| West Court Capital Corporation |
Grace |
Tsang |
Chief Compliance Officer |
(416) 907-4950 |
WM |
gt@westcourtcapital.com |
info@westcourtcapital.com |
175 Bloor St E North Tower Suite 901 |
Toronto |
ON |
M4W 3R8 |
Canada |
North America |
|
|
2.009 |
$2.5B |
|
https://www.linkedin.com/company/westcourt-capital-corporation/?originalSubdomain=ca |
http://www.westcourtcapital.com |
Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative investment strategies. We specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk adjusted returns in all investing environments. |
|
| West Court Capital Corporation |
Luke |
McAlister |
Director |
(416) 907-4950 |
WM |
lsm@westcourtcapital.com |
fmm@westcourtcapital.com |
175 Bloor St E North Tower Suite 901 |
Toronto |
ON |
M4W 3R8 |
Canada |
North America |
|
|
2.009 |
$2.5B |
|
https://www.linkedin.com/company/westcourt-capital-corporation/?originalSubdomain=ca |
http://www.westcourtcapital.com |
Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative investment strategies. We specialize in the construction of conservative investment portfolios designed to protect capital and provide attractive risk adjusted returns in all investing environments. |
|
| West Financial Services, Inc. |
Kirstie |
Martinez |
Director of Portfolio Management |
(703) 847-2500 |
WM |
kmartinez@westfinancial.com |
wfs@westfinancial.com |
2010 Corporate Ridge Road, Suite 530 |
McLean |
VA |
22102 |
United States of America |
North America |
|
|
1.982 |
$1.2B |
|
https://www.linkedin.com/company/west-financial/ |
https://www.westfinancial.com/ |
West Financial Services is a fee-only asset management and financial planning company located in McLean, Virginia. |
|
| West Financial Services, Inc. |
Glenn |
Robinson |
Chief Investment Officer & Vice President |
(703) 847-2500 |
WM |
grobinson@westfinancial.com |
wfs@westfinancial.com |
2010 Corporate Ridge Road, Suite 530 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/glennr/ |
|
1.982 |
$1.2B |
|
https://www.linkedin.com/company/west-financial/ |
https://www.westfinancial.com/ |
West Financial Services is a fee-only asset management and financial planning company located in McLean, Virginia. |
|
| West Financial Services, Inc. |
Kimberly |
Cox |
Chief Operating Officer & Director |
(703) 847-2500 |
WM |
kcox@westfinancial.com |
wfs@westfinancial.com |
2010 Corporate Ridge Road, Suite 530 |
McLean |
VA |
22102 |
United States of America |
North America |
https://www.linkedin.com/in/kimberly-cox-b3090128/ |
|
1.982 |
$1.2B |
|
https://www.linkedin.com/company/west-financial/ |
https://www.westfinancial.com/ |
West Financial Services is a fee-only asset management and financial planning company located in McLean, Virginia. |
|
| Westbrook Financial Services, Inc. |
Scott |
Grone |
Senior Financial Planner |
(480) 424-7271 |
WM |
sgrone@westbrookfinancial.com |
|
7425 East Stetson Drive |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/westbrook-financial-services-inc./ |
http://www.westbrookfinancial.com/ |
Westbrook Financial Services, Inc. is an independently owned/operated wealth management and financial services firm.
WFS offers a customized suite of financial services including Financial Planning, Estate Planning, Wealth Management, Investment Consulting/Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning. |
|
| Westbrook Financial Services, Inc. |
Teena |
Milldebrandt |
Senior Financial Planner |
(480) 424-7271 |
WM |
tmilldebrandt@westbrookfinancial.com |
|
7425 East Stetson Drive |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/teena-milldebrandt-72999a4/ |
|
|
|
|
https://www.linkedin.com/company/westbrook-financial-services-inc./ |
http://www.westbrookfinancial.com/ |
Westbrook Financial Services, Inc. is an independently owned/operated wealth management and financial services firm.
WFS offers a customized suite of financial services including Financial Planning, Estate Planning, Wealth Management, Investment Consulting/Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning. |
|
| Westbrook Financial Services, Inc. |
Robert |
Westbrook |
Certified Financial Planner |
(480) 424-7271 |
WM |
rwestbrook@westbrookfinancial.com |
|
7425 East Stetson Drive |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/westbrookfinancialservices/ |
|
|
|
|
https://www.linkedin.com/company/westbrook-financial-services-inc./ |
http://www.westbrookfinancial.com/ |
Westbrook Financial Services, Inc. is an independently owned/operated wealth management and financial services firm.
WFS offers a customized suite of financial services including Financial Planning, Estate Planning, Wealth Management, Investment Consulting/Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning. |
|
| Westbrook Financial Services, Inc. |
Denise |
Giannotti |
Marketing Director |
(480) 424-7271 |
WM |
dgiannotti@westbrookfinancial.com |
|
7425 East Stetson Drive |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/westbrook-financial-services-inc./ |
http://www.westbrookfinancial.com/ |
Westbrook Financial Services, Inc. is an independently owned/operated wealth management and financial services firm.
WFS offers a customized suite of financial services including Financial Planning, Estate Planning, Wealth Management, Investment Consulting/Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning. |
|
| Westminster Wealth Management (NJ) |
Kevin |
Lynch |
Retirement & Estate Planning Specialist |
(908) 904-4100 |
WM |
kevinl@westminsterwm.com |
info@westminsterwm.com |
284 Route 206, Building D |
Hillsborough |
NJ |
08844 |
United States of America |
North America |
https://www.linkedin.com/in/kevinllynch1/ |
|
2.008 |
|
|
https://www.linkedin.com/company/westminster-wealth-management-nj/ |
https://www.westminsterwm.com/ |
Assisting our community in retirement, estate, social security, and medicare planning through Securities offered through First Heartland® Capital, Inc. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We want to assure that we accommodate the needs of your lifestyle knowing that everyone is different and no two situations are alike. Our goal is to help you work towards maximizing your income today while preserving, perpetuating and protecting your wealth for tomorrow. |
|
| Westminster Wealth Management (NJ) |
Andrea |
Cresti |
Client Relations Manager |
(908) 904-4100 |
WM |
andreac@westminsterwm.com |
info@westminsterwm.com |
284 Route 206, Building D |
Hillsborough |
NJ |
08844 |
United States of America |
North America |
|
|
2.008 |
|
|
https://www.linkedin.com/company/westminster-wealth-management-nj/ |
https://www.westminsterwm.com/ |
Assisting our community in retirement, estate, social security, and medicare planning through Securities offered through First Heartland® Capital, Inc. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We want to assure that we accommodate the needs of your lifestyle knowing that everyone is different and no two situations are alike. Our goal is to help you work towards maximizing your income today while preserving, perpetuating and protecting your wealth for tomorrow. |
|
| Westminster Wealth Management (NJ) |
Ryan |
Beyel |
Certified Financial Planner |
(908) 904-4100 |
WM |
ryanb@westminsterwm.com |
info@westminsterwm.com |
284 Route 206, Building D |
Hillsborough |
NJ |
08844 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-beyel-cfp®-84670642/ |
|
2.008 |
|
|
https://www.linkedin.com/company/westminster-wealth-management-nj/ |
https://www.westminsterwm.com/ |
Assisting our community in retirement, estate, social security, and medicare planning through Securities offered through First Heartland® Capital, Inc. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We want to assure that we accommodate the needs of your lifestyle knowing that everyone is different and no two situations are alike. Our goal is to help you work towards maximizing your income today while preserving, perpetuating and protecting your wealth for tomorrow. |
|
| Westmount Asset Management, LLC |
Michael |
Amash |
Partner |
(310) 556-2502 |
WM |
mamash@westmount.com |
info@westmount.com |
2049 Century Park East, Suite 2500 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/michael-amash-0a4aa84a/ |
|
1.990 |
$1.4B |
|
https://www.linkedin.com/company/westmount-asset-management/ |
https://www.westmount.com/ |
Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA. |
|
| Westmount Asset Management, LLC |
James |
Berliner |
President & Chief Investment Officer |
(310) 556-2502 |
WM |
jberliner@westmount.com |
info@westmount.com |
2049 Century Park East, Suite 2500 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/james-berliner-759b0911/ |
|
1.990 |
$1.4B |
|
https://www.linkedin.com/company/westmount-asset-management/ |
https://www.westmount.com/ |
Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA. |
|
| Weston Wealth Advisors |
Jonathan |
Brochstein |
Managing Principal |
(917) 494 9876 |
WM |
jonathan.brochstein@westonwealth.com |
|
500 Grand Street, 8D |
New York |
NY |
10002 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-brochstein-3416a897/ |
|
|
|
|
|
http://westonwealth.com/ |
Weston Wealth Advisors is a Registered Investment Advisory firm in Connecticut, New York, and California. We are an independent private asset management and advisory firm focused on providing services and products that suit your personal or corporate interests, without bias or undue preference. We are not motivated by next quarter's results, a year end bonus, products in inventory, or anything other than your needs in building wealth. |
|
| Westover Capital Advisors LLC |
Murray |
Sawyer |
Founder and CEO |
(302) 427-6988 |
WM |
hms@westovercapital.com |
contact@westovercapital.com |
1013 Centre Road Suite 405 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/murraysawyer/ |
|
1.999 |
|
|
https://www.linkedin.com/company/westover-capital-advisorsllc/ |
https://westovercapital.com/ |
Westover Capital Advisors (Westover) is an independent, privately-owned investment and wealth management firm founded in 1999. We have a fiduciary relationship with all of our clients. This means we have a fundamental obligation to act in the best interests of our clients, and to provide advice which we believe is always in their best interests. In addition to our advice, we offer our clients a duty of undivided loyalty and utmost good faith. |
|
| Westover Capital Advisors LLC |
Chip |
Sawyer |
Chief Investment Officer |
(302) 427-8080 |
WM |
chip@westovercapital.com |
contact@westovercapital.com |
1013 Centre Road Suite 405 |
Wilmington |
DE |
19805 |
United States of America |
North America |
|
|
1.999 |
|
|
https://www.linkedin.com/company/westover-capital-advisorsllc/ |
https://westovercapital.com/ |
Westover Capital Advisors (Westover) is an independent, privately-owned investment and wealth management firm founded in 1999. We have a fiduciary relationship with all of our clients. This means we have a fundamental obligation to act in the best interests of our clients, and to provide advice which we believe is always in their best interests. In addition to our advice, we offer our clients a duty of undivided loyalty and utmost good faith. |
|
| Westover Capital Advisors LLC |
Matt |
Beardwood |
Director - Wealth Management |
(302) 633-4040 |
WM |
matt@westovercapital.com |
contact@westovercapital.com |
1013 Centre Road Suite 405 |
Wilmington |
DE |
19805 |
United States of America |
North America |
https://www.linkedin.com/in/matthewbeardwood/ |
|
1.999 |
|
|
https://www.linkedin.com/company/westover-capital-advisorsllc/ |
https://westovercapital.com/ |
Westover Capital Advisors (Westover) is an independent, privately-owned investment and wealth management firm founded in 1999. We have a fiduciary relationship with all of our clients. This means we have a fundamental obligation to act in the best interests of our clients, and to provide advice which we believe is always in their best interests. In addition to our advice, we offer our clients a duty of undivided loyalty and utmost good faith. |
|
| Westside Investment Management |
James |
Frawley |
CoFounder |
(310) 315-9400 |
WM |
james@westsideim.com |
wimoperations@westsideim.com |
2444 Wilshire Boulevard Suite 303 |
Santa Monica |
CA |
90403 |
United States of America |
North America |
https://www.linkedin.com/in/jamesfrawleychfc/ |
|
|
|
|
https://www.linkedin.com/company/westside-investment-management-llc/ |
https://www.westsideim.com/ |
Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. |
|
| Westside Investment Management |
Todd |
Clark |
CoFounder |
(405) 286-3623 |
WM |
todd@westsideim.com |
wimoperations@westsideim.com |
2444 Wilshire Boulevard Suite 303 |
Santa Monica |
CA |
90403 |
United States of America |
North America |
https://www.linkedin.com/in/todd-clark-03265647/ |
|
|
|
|
https://www.linkedin.com/company/westside-investment-management-llc/ |
https://www.westsideim.com/ |
Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. |
|
| Westside Investment Management |
Mark |
Cohen |
Partner |
(310) 315-9400 |
WM |
mark@westsideim.com |
wimoperations@westsideim.com |
2444 Wilshire Boulevard Suite 303 |
Santa Monica |
CA |
90403 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/westside-investment-management-llc/ |
https://www.westsideim.com/ |
Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. |
|
| Westside Investment Management |
Vetea |
Ribet |
Partner |
(808) 871-7800 |
WM |
vetea@westsideim.com |
wimoperations@westsideim.com |
2444 Wilshire Boulevard Suite 303 |
Santa Monica |
CA |
90403 |
United States of America |
North America |
https://www.linkedin.com/in/vetea-jonathan-ribet-b3919212/ |
|
|
|
|
https://www.linkedin.com/company/westside-investment-management-llc/ |
https://www.westsideim.com/ |
Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. |
|
| Westside Investment Management |
Sienna |
Yoshida |
Partner |
(808) 871-7800 |
WM |
sienna@westsideim.com |
wimoperations@westsideim.com |
2444 Wilshire Boulevard Suite 303 |
Santa Monica |
CA |
90403 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/westside-investment-management-llc/ |
https://www.westsideim.com/ |
Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. |
|
| Westside Investment Management |
Jim |
Obrien |
Partner |
(808) 871-7800 |
WM |
jim@westsideim.com |
wimoperations@westsideim.com |
2444 Wilshire Boulevard Suite 303 |
Santa Monica |
CA |
90403 |
United States of America |
North America |
https://www.linkedin.com/in/jim-o-brien-chfc-058541178/ |
|
|
|
|
https://www.linkedin.com/company/westside-investment-management-llc/ |
https://www.westsideim.com/ |
Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. |
|
| Westwood Holdings Group, Inc. |
William |
Costello |
SVP, Co-Director of Equity Portfolios, Senior Portfolio Manager |
(214) 756-6900 |
WM |
wcostello@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court, Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/william-costello-cfa-88294410/ |
Investment Management, Trustee Services, Asset Management, Estate Services |
1.983 |
$16.8B |
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
Westwood is a global investment and wealth management firm with $16.8B in assets under management, including $2.7B in values-based and socially responsible investment mandates as of March 31, 2019. Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. For over 35 years, our foundational focus has been to protect client capital and to help clients weather some of the most challenging markets in history. Being active describes more than our approach to investing. It’s also how we run our business as a publicly traded company. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. We are active in providing high-value investment strategies, values-based advice, exceptional client service and always putting our clients’ interests first. |
|
| Westwood Holdings Group, Inc. |
Gregg |
Ballew |
Senior Vice President, Private Wealth Advisor |
(214) 756-6914 |
WM |
gballew@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court, Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/gregg-ballew-322289/ |
Investment Management, Trustee Services, Asset Management, Estate Services |
1.983 |
$16.8B |
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
Westwood is a global investment and wealth management firm with $16.8B in assets under management, including $2.7B in values-based and socially responsible investment mandates as of March 31, 2019. Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. For over 35 years, our foundational focus has been to protect client capital and to help clients weather some of the most challenging markets in history. Being active describes more than our approach to investing. It’s also how we run our business as a publicly traded company. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. We are active in providing high-value investment strategies, values-based advice, exceptional client service and always putting our clients’ interests first. |
|
| Westwood Holdings Group, Inc. |
Marty |
Brainerd |
Senior Vice President, Private Wealth Advisor |
(214) 750-2273 |
WM |
mbrainerd@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court, Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/martybrainerd/ |
Investment Management, Trustee Services, Asset Management, Estate Services |
1.983 |
$16.8B |
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
Westwood is a global investment and wealth management firm with $16.8B in assets under management, including $2.7B in values-based and socially responsible investment mandates as of March 31, 2019. Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. For over 35 years, our foundational focus has been to protect client capital and to help clients weather some of the most challenging markets in history. Being active describes more than our approach to investing. It’s also how we run our business as a publicly traded company. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. We are active in providing high-value investment strategies, values-based advice, exceptional client service and always putting our clients’ interests first. |
|
| Westwood Holdings Group, Inc. |
Porter |
Montgomery |
President |
(214) 756-6919 |
WM |
pmontgomery@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court, Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/porter-montgomery/ |
|
1.983 |
|
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
At Westwood, we will champion your values and help make your intentions a reality. Accumulated wealth often comes with financial complexity. Our advice is focused on a values-based process with leading-edge fiduciary and investment solutions. We will connect your values to your wealth strategy to help create a lasting legacy for you and your family. |
|
| Westwood Holdings Group, Inc. |
Kallie |
Myers |
Senior Vice President, Chief Fiduciary Officer |
(214) 756-6911 |
WM |
kmyers@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/kalliemyers/ |
|
1.983 |
|
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
At Westwood, we will champion your values and help make your intentions a reality. Accumulated wealth often comes with financial complexity. Our advice is focused on a values-based process with leading-edge fiduciary and investment solutions. We will connect your values to your wealth strategy to help create a lasting legacy for you and your family. |
|
| Westwood Holdings Group, Inc. |
Marty |
Brainerd |
Senior Vice President, Private Wealth Advisor |
(214) 750-2273 |
WM |
mbrainerd@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/martybrainerd/ |
|
1.983 |
|
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
At Westwood, we will champion your values and help make your intentions a reality. Accumulated wealth often comes with financial complexity. Our advice is focused on a values-based process with leading-edge fiduciary and investment solutions. We will connect your values to your wealth strategy to help create a lasting legacy for you and your family. |
|
| Westwood Holdings Group, Inc. |
Kim |
Calhoun |
Senior Vice President, Business Development & Team Leader |
(214) 756-6989 |
WM |
kcalhoun@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/kimcalhoun34/ |
|
1.983 |
|
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
At Westwood, we will champion your values and help make your intentions a reality. Accumulated wealth often comes with financial complexity. Our advice is focused on a values-based process with leading-edge fiduciary and investment solutions. We will connect your values to your wealth strategy to help create a lasting legacy for you and your family. |
|
| Westwood Holdings Group, Inc. |
Jacqueline |
Finley |
Senior Vice President, Wealth & Investment Advisor |
(214) 756-6956 |
WM |
jfinley@westwoodgroup.com |
info@westwoodgroup.com |
200 Crescent Court Suite 1200 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/jackie-finley-cfa-ba2449a/ |
|
1.983 |
|
|
https://www.linkedin.com/company/westwoodholdingsgroup/ |
https://westwoodgroup.com/ |
At Westwood, we will champion your values and help make your intentions a reality. Accumulated wealth often comes with financial complexity. Our advice is focused on a values-based process with leading-edge fiduciary and investment solutions. We will connect your values to your wealth strategy to help create a lasting legacy for you and your family. |
|
| Wetherby Asset Management |
Debra |
Wetherby |
Founder and CEO |
(415) 399-9159 |
WM |
deb@wetherby.com |
info@wetherby.com |
580 California Street 8th Floor |
San Francisco |
CA |
94104 |
United States of America |
North America |
|
|
|
$4.2B |
|
https://www.linkedin.com/company/wetherby-asset-management/ |
https://wetherby.com/ |
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. |
|
| Wetherby Asset Management |
Jack |
Olson |
CFO, Compliance Officer and Shareholder |
(415) 399-9159 |
WM |
jack@wetherby.com |
info@wetherby.com |
580 California Street 8th Floor |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/jack-olson-7693a21/ |
|
|
$4.2B |
|
https://www.linkedin.com/company/wetherby-asset-management/ |
https://wetherby.com/ |
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. |
|
| Wetherby Asset Management |
Stephen |
Janowsky |
COO and Shareholder |
(415) 399-9159 |
WM |
steve@wetherby.com |
info@wetherby.com |
580 California Street 8th Floor |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/steve-janowsky-5b020776/ |
|
|
$4.2B |
|
https://www.linkedin.com/company/wetherby-asset-management/ |
https://wetherby.com/ |
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. |
|
| Whiston Asset Management Group Inc |
Stephanie |
Whiston |
Principal and Chief Investment Officer |
(212) 717-0557 |
WM |
swhiston@whistonadvisors.com |
info@whistonadvisors.com |
445 Park Ave 9th Fl |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/whistonadvisors/ |
|
|
|
|
https://www.linkedin.com/company/whiston-asset-management-group-inc. |
https://whistonadvisors.com/ |
Whiston Asset Management is a Registered Investment Advisor, with nearly 40 years of experience specializing in Global Wealth Management. Servicing the individual financial needs of investors worldwide. We are a Fee Based Money Management firm focused on Asset Allocation. |
|
| White Oaks Wealth Advisors, Inc. |
Robert |
Kolsterman |
Founder & Advisor |
(612) 455-6900 |
WM |
bob@whiteoaksinv.com |
|
IDS Center, 80 South Eighth Street, Suite 1725 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/bobklostermanwhiteoaks/ |
|
1.986 |
$430M |
|
https://www.linkedin.com/company/white-oaks-wealth-advisors-inc/ |
https://www.whiteoakswealth.com/ |
White Oaks is a nationally recognized leader in the wealth management community. We are an independent, fee-only wealth management firm committed to holistic, objective planning, and serve high net worth clients and accredited investors. As a boutique firm, you will work directly with key decision makers, including individuals with CPA, CFA® and CERTIFIED FINANCIAL PLANNER™ designations. By operating independently, there is no one “in the back room” or edicts from above that may impact the objectivity of advice you are given.
Since 1986, we’ve successfully navigated growth, change, horrible markets and turnover within the financial industry. As a forward-thinking firm, we plan our clients’ financial success in innovative ways for many years despite confusing signals. White Oaks seeks and finds the high probability path. |
|
| White Pine Wealth Management |
Brian |
Babb |
Financial Advisor and President |
(208) 292-4631 |
WM |
brian.babb@whitepinewealth.com |
info@whitepinewm.com |
8222 N Government Way |
Hayden |
ID |
83835 |
United States of America |
North America |
https://www.linkedin.com/in/brian-babb-42005896/ |
|
|
|
|
https://www.linkedin.com/in/michael-thayer-cfa-caia-853b4a1b/ |
http://whitepinewealth.com/ |
Provider of wealth management services based in Falmouth, Maine. The company offers individual & family planning, wealth transfer, divorce planning and retirement income planning. |
|
| White Pine Wealth Management |
Gibson |
Wilkes |
wealth Advisor |
(208) 292-4631 |
WM |
Gibson@whitepinewm.com |
info@whitepinewm.com |
8222 N Government Way |
Hayden |
ID |
83835 |
United States of America |
North America |
https://www.linkedin.com/in/gibson-wilkes-cfp-cdfa/ |
|
|
|
|
https://www.linkedin.com/in/michael-thayer-cfa-caia-853b4a1b/ |
http://whitepinewealth.com/ |
Provider of wealth management services based in Falmouth, Maine. The company offers individual & family planning, wealth transfer, divorce planning and retirement income planning. |
|
| Whitener Capital Management, Inc. |
Richard "Rick" |
Sanford II |
President / Portfolio Manager |
(252) 972-8908 |
WM |
rick.sanford@whitenercapital.com |
info@whitenercapital.com |
105 Candlewood Rd Suite A #4 |
Rocky Mount |
NC |
27804 |
United States of America |
North America |
|
|
|
$151M |
|
https://www.linkedin.com/company/whitener-capital-management-inc./ |
http://www.whitenercapital.com/ |
Whitener Capital Management, Inc. provides investment advice and money management services to individuals, corporations, employee benefit plans, trustees and other fiduciaries. Our investment philosophy focuses on quality and value in seeking preservation of capital, reduced volatility and superior long-term, risk-adjusted returns. Our conservative philosophy and well designed and disciplined investment process provides a solid framework within which we apply the expertise and judgment gained from many years of managing financial assets. We believe that investing, not speculating is fundamental to long-term success in today’s financial marketplace. |
|
| Whitener Capital Management, Inc. |
Linda |
Daniels |
SVP |
(252) 972-8908 |
WM |
linda.daniels@whitenercapital.com |
info@whitenercapital.com |
105 Candlewood Rd Suite A #4 |
Rocky Mount |
NC |
27804 |
United States of America |
North America |
https://www.linkedin.com/in/linda-daniels-3b449a47/ |
|
|
$151M |
|
https://www.linkedin.com/company/whitener-capital-management-inc./ |
http://www.whitenercapital.com/ |
Whitener Capital Management, Inc. provides investment advice and money management services to individuals, corporations, employee benefit plans, trustees and other fiduciaries. Our investment philosophy focuses on quality and value in seeking preservation of capital, reduced volatility and superior long-term, risk-adjusted returns. Our conservative philosophy and well designed and disciplined investment process provides a solid framework within which we apply the expertise and judgment gained from many years of managing financial assets. We believe that investing, not speculating is fundamental to long-term success in today’s financial marketplace. |
|
| WhiteStone Wealth Management |
Patrick |
Lynch III |
Senior Partner |
(210) 341-1515 |
WM |
plynch@whitestonewm.com |
info@whitestonewm.com |
1100 NE Loop 410, Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-lynch-50495069/ |
|
|
|
|
|
https://www.whitestonewm.com/ |
As an Independently owned wealth management firm, Whitestone's professional "open architecture" platform allows us to help develop strategies. This allows us to better serve our client. At WhiteStone, we strive to address our clients lifetime accumulated assets with various investment strategies that have the clients ultimate goals in mind.We are exclusively an independent firm, which allows us to use an open architecture to keep an eye on each of our clients objectives. |
|
| WhiteStone Wealth Management |
Steve |
Markey |
Managing Partner |
(210) 341-1515 |
WM |
smarkey@whitestonewm.com |
info@whitestonewm.com |
1100 NE Loop 410, Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
|
|
|
|
|
|
https://www.whitestonewm.com/ |
As an Independently owned wealth management firm, Whitestone's professional "open architecture" platform allows us to help develop strategies. This allows us to better serve our client. At WhiteStone, we strive to address our clients lifetime accumulated assets with various investment strategies that have the clients ultimate goals in mind.We are exclusively an independent firm, which allows us to use an open architecture to keep an eye on each of our clients objectives. |
|
| WhiteStone Wealth Management |
Scott |
Langham |
VP of Investments |
(210) 341-1515 |
WM |
slangham@whitestonewm.com |
info@whitestonewm.com |
1100 NE Loop 410, Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
|
|
|
|
|
|
https://www.whitestonewm.com/ |
As an Independently owned wealth management firm, Whitestone's professional "open architecture" platform allows us to help develop strategies. This allows us to better serve our client. At WhiteStone, we strive to address our clients lifetime accumulated assets with various investment strategies that have the clients ultimate goals in mind.We are exclusively an independent firm, which allows us to use an open architecture to keep an eye on each of our clients objectives. |
|
| WhiteStone Wealth Management |
George |
Luhn |
Associate |
(210) 341-1515 |
WM |
gluhn@whitestonewm.com |
info@whitestonewm.com |
1100 NE Loop 410, Suite 300 |
San Antonio |
TX |
78209 |
United States of America |
North America |
|
|
|
|
|
|
https://www.whitestonewm.com/ |
As an Independently owned wealth management firm, Whitestone's professional "open architecture" platform allows us to help develop strategies. This allows us to better serve our client. At WhiteStone, we strive to address our clients lifetime accumulated assets with various investment strategies that have the clients ultimate goals in mind.We are exclusively an independent firm, which allows us to use an open architecture to keep an eye on each of our clients objectives. |
|
| Whitley Asset Management Ltd. |
Edward |
Whitley |
Founder and Director |
44 207 221-2145 |
WM |
edward@whitleyasset.com |
|
116 Princedale Road |
London |
|
W11 4NH |
United Kingdom |
Europe |
|
|
2.002 |
|
|
https://www.linkedin.com/company/whitley-asset-management/ |
https://www.whitleyasset.com/ |
Whitley Asset Management is a privately owned wealth management firm, which specialises in designing and taking overall responsibility for the investment strategy of our clients. Our clients are wealthy individuals and families, charitable trusts and endowments. We are dedicated to the provision of excellent service, objective analysis and value for money. We believe that superior investment performance is rooted in these three disciplines. |
|
| Whitley Asset Management Ltd. |
Louise |
Rettie |
Finance Director |
44 207 221-2145 |
WM |
louise@whitleyasset.com |
|
116 Princedale Road |
London |
|
W11 4NH |
United Kingdom |
Europe |
https://www.linkedin.com/in/louise-rettie-767a399/ |
|
2.002 |
|
|
https://www.linkedin.com/company/whitley-asset-management/ |
https://www.whitleyasset.com/ |
Whitley Asset Management is a privately owned wealth management firm, which specialises in designing and taking overall responsibility for the investment strategy of our clients. Our clients are wealthy individuals and families, charitable trusts and endowments. We are dedicated to the provision of excellent service, objective analysis and value for money. We believe that superior investment performance is rooted in these three disciplines. |
|
| Whitley Asset Management Ltd. |
Ian |
McCaig |
Private Client Wealth Manager |
44 207 221-2145 |
WM |
ian@whitleyasset.com |
|
116 Princedale Road |
London |
|
W11 4NH |
United Kingdom |
Europe |
https://www.linkedin.com/in/ian-mccaig-msci-7310b5a9/ |
|
2.002 |
|
|
https://www.linkedin.com/company/whitley-asset-management/ |
https://www.whitleyasset.com/ |
Whitley Asset Management is a privately owned wealth management firm, which specialises in designing and taking overall responsibility for the investment strategy of our clients. Our clients are wealthy individuals and families, charitable trusts and endowments. We are dedicated to the provision of excellent service, objective analysis and value for money. We believe that superior investment performance is rooted in these three disciplines. |
|
| Whitley Asset Management Ltd. |
Daniel |
Muller |
Private Client Investment Manager |
44 207 221-2145 |
WM |
dan@whitleyasset.com |
|
116 Princedale Road |
London |
|
W11 4NH |
United Kingdom |
Europe |
https://www.linkedin.com/in/danjmuller/ |
|
2.002 |
|
|
https://www.linkedin.com/company/whitley-asset-management/ |
https://www.whitleyasset.com/ |
Whitley Asset Management is a privately owned wealth management firm, which specialises in designing and taking overall responsibility for the investment strategy of our clients. Our clients are wealthy individuals and families, charitable trusts and endowments. We are dedicated to the provision of excellent service, objective analysis and value for money. We believe that superior investment performance is rooted in these three disciplines. |
|
| Whitley Penn |
Shane |
Miller |
Senior Manager, Wealth Management |
Direct: (817) 259-9108, Mobile: (469) 371-3973 |
WM |
Shane.Miller@wpwealth.com |
wpbilling@whitleypenn.com |
640 Taylor Street, Suite 2200 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/shane-c-miller-cfp®-crps®-9874a59/ |
|
2.000 |
|
|
https://www.linkedin.com/company/wp-wealth/ |
https://www.whitleypenn.com/ |
Whitley Penn was established in 1983 by three founding partners: B. Glen Whitley, Jim Penn, and Mark Topel. Whitley Penn has fostered an environment that encourages entrepreneurial thinking and an “open-door policy.” The firm has become one of the region’s most distinguished public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams without creating any barriers to communication with management. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. |
|
| Whitley Penn |
Tom |
Rein |
Partner-in-Charge & Managing Partner |
Direct: (817) 259-9160 |
WM |
Tom.Rein@wpwealth.com |
wpbilling@whitleypenn.com |
640 Taylor Street, Suite 2200 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/tom-rein/ |
|
2.000 |
|
|
https://www.linkedin.com/company/wp-wealth/ |
https://www.whitleypenn.com/ |
Whitley Penn was established in 1983 by three founding partners: B. Glen Whitley, Jim Penn, and Mark Topel. Whitley Penn has fostered an environment that encourages entrepreneurial thinking and an “open-door policy.” The firm has become one of the region’s most distinguished public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams without creating any barriers to communication with management. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. |
|
| Whitley Penn |
Rebecca |
Sierp |
Senior Manager | Wealth Management | Compliance Officer |
(817) 259-9100 |
WM |
Rebecca.Sierp@wpwealth.com |
wpbilling@whitleypenn.com |
640 Taylor Street, Suite 2200 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/rebecca-sierp-cpfa-crps-phr-shrm-cp-46a85214/ |
|
2.000 |
|
|
https://www.linkedin.com/company/wp-wealth/ |
https://www.whitleypenn.com/ |
Whitley Penn was established in 1983 by three founding partners: B. Glen Whitley, Jim Penn, and Mark Topel. Whitley Penn has fostered an environment that encourages entrepreneurial thinking and an “open-door policy.” The firm has become one of the region’s most distinguished public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams without creating any barriers to communication with management. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. |
|
| Whitley Penn |
Deanna |
Hall |
Assistant |
Direct: (817) 259-9097 |
WM |
deanna.hall@WPWealth.com |
wpbilling@whitleypenn.com |
640 Taylor Street, Suite 2200 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/wp-wealth/ |
https://www.whitleypenn.com/ |
Whitley Penn was established in 1983 by three founding partners: B. Glen Whitley, Jim Penn, and Mark Topel. Whitley Penn has fostered an environment that encourages entrepreneurial thinking and an “open-door policy.” The firm has become one of the region’s most distinguished public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams without creating any barriers to communication with management. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. |
|
| Whitnell & Co. |
Wayne |
Janus |
President, Financial Planning |
(630) 575-2300 |
WM |
wjanus@whitnell.com |
|
701 Harger Road |
Oak Brook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-janus-b727366/ |
|
1.988 |
$1.4B |
|
https://www.linkedin.com/company/whitnell-&-company/about/ |
https://www.whitnell.com |
Whitnell is a wealth management organization based in Oak Brook, Illinois.
For more than a quarter century we have protected and enhanced the wealth of affluent families, some of whom have been with us for three generations.
It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable
causes they pursue with passion. |
|
| Whitnell & Co. |
David |
Peckenpaugh |
SVP & CIO |
(630) 575-2300 |
WM |
dpeckenpaugh@whitnell.com |
|
701 Harger Road |
Oak Brook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/dave-peckenpaugh-3a768b1/ |
|
1.988 |
$1.4B |
|
https://www.linkedin.com/company/whitnell-&-company/about/ |
https://www.whitnell.com |
Whitnell is a wealth management organization based in Oak Brook, Illinois.
For more than a quarter century we have protected and enhanced the wealth of affluent families, some of whom have been with us for three generations.
It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable
causes they pursue with passion. |
|
| Whitnell & Co. |
Mia |
Erickson |
SVP |
(630) 575-2300 |
WM |
merickson@whitnell.com |
|
701 Harger Road |
Oak Brook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/mia-erickson-cfp®-15bb2920/ |
|
1.988 |
$1.4B |
|
https://www.linkedin.com/company/whitnell-&-company/about/ |
https://www.whitnell.com |
Whitnell is a wealth management organization based in Oak Brook, Illinois.
For more than a quarter century we have protected and enhanced the wealth of affluent families, some of whom have been with us for three generations.
It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable
causes they pursue with passion. |
|
| Whitnell & Co. |
Robert |
Legan |
SVP, Family Office Services |
(630) 575-2300 |
WM |
rlegan@whitnell.com |
|
701 Harger Road |
Oak Brook |
IL |
60523 |
United States of America |
North America |
|
|
1.988 |
$1.4B |
|
https://www.linkedin.com/company/whitnell-&-company/about/ |
https://www.whitnell.com |
Whitnell is a wealth management organization based in Oak Brook, Illinois.
For more than a quarter century we have protected and enhanced the wealth of affluent families, some of whom have been with us for three generations.
It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable
causes they pursue with passion. |
|
| Whittier Trust Company |
Craig |
Ayers |
SVP, Senior Portfolio Manager |
(415) 283-1850 |
WM |
cayers@whittiertrust.com |
|
505 Montgomery Street Suite 620 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/craigayers/ |
|
1.989 |
|
|
https://www.linkedin.com/company/whittier-trust-company/ |
https://www.whittiertrust.com/ |
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate. |
|
| Whittier Trust Company |
Thomas |
Frank Jr |
EVP, Regional Manager |
(415) 283-1850 |
WM |
tfrank@whittiertrust.com |
|
505 Montgomery Street Suite 620 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-frank-38b725/ |
|
1.989 |
|
|
https://www.linkedin.com/company/whittier-trust-company/ |
https://www.whittiertrust.com/ |
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate. |
|
| Whittier Trust Company |
Virgina |
Sjoberg |
SVP, Senior Client Advisor |
(415) 283-1850 |
WM |
vsjoberg@whittiertrust.com |
|
505 Montgomery Street Suite 620 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/ginnysjoberg/ |
|
1.989 |
|
|
https://www.linkedin.com/company/whittier-trust-company/ |
https://www.whittiertrust.com/ |
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate. |
|
| Whole Wealth Management, LLC |
Jeffrey |
Keefe |
Senior Financial Advisor & Founding Principal |
(603) 766 8705 |
WM |
jkeefe@wholewealthmanagement.com |
|
200 Marcy Street, Suite 201 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-keefe-0bba9632/ |
|
2.006 |
|
|
|
https://www.wholewealthmanagement.com/ |
At Whole Wealth Management, we understand that money isn’t the only thing, but having it work efficiently for you can lead to a more fulfilling life. We relieve the strain of financial management so you can spend more time focusing on the things you enjoy and feel confident you’re doing everything you can to enhance and protect your future. |
|
| Whole Wealth Management, LLC |
Lynda |
Moores |
Financial Paraplanner Qualified Professional & Client Relations Manager |
(603) 766 8705 |
WM |
lmoores@wholewealthmanagement.com |
|
200 Marcy Street, Suite 201 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
|
2.006 |
|
|
|
https://www.wholewealthmanagement.com/ |
At Whole Wealth Management, we understand that money isn’t the only thing, but having it work efficiently for you can lead to a more fulfilling life. We relieve the strain of financial management so you can spend more time focusing on the things you enjoy and feel confident you’re doing everything you can to enhance and protect your future. |
|
| Wienken Wealth Management |
William |
Martin |
Senior Partner |
(814) 808-8025 |
WM |
wmartin@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
|
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wienken Wealth Management |
David |
Becker |
Senior Partner |
(814) 808-8027 |
WM |
davidbecker@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
https://www.linkedin.com/in/david-becker-998b7649/ |
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wienken Wealth Management |
Terry |
Yarnell |
Senior Partner |
(814) 466-6295 |
WM |
tyarnell@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
|
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wienken Wealth Management |
Michael |
LaBrecque |
Senior Partner |
(814) 466-6295 |
WM |
mjlabrecque@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
https://www.linkedin.com/in/michael-j-labrecque-chfc-05a9b337/ |
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wienken Wealth Management |
Scott |
Martin |
Senior Partner |
(814) 808-8048 |
WM |
smartin@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
|
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wienken Wealth Management |
Robert |
Means |
Senior Partner |
(814) 808-8006 |
WM |
rmeans@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
https://www.linkedin.com/in/robert-means-4974846b/ |
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wienken Wealth Management |
Adam |
Duff |
Senior Partner |
(814) 808-8042 |
WM |
adamduff@financialguide.com |
kpenkala@financialguide.com |
3949 S. Atherton Street |
State College |
PA |
16801 |
United States of America |
North America |
https://www.linkedin.com/in/adam-duff-314b296b |
|
1.971 |
$1.2B |
|
https://www.linkedin.com/company/wienkenwealthmanagement/ |
http://www.wienkenwealthmanagement.com/ |
Our firm was founded in 1971 by Gary Wienken, a financial advisor who called State College, Pennsylvania home. Wienken entered the financial services field at an exciting time. Though he originally focused on risk management planning, he had started his business right around the time that the discipline of financial planning was taking shape. An early adopter, he decided to offer full financial planning to the firm’s clients. As the firm grew, so did the number of advisors who were trained and licensed to offer financial services. Several who have earned the designation, CERTIFIED FINANCIAL Planner™ on our team, are among the very first 1,000 financial planners in the United States. Over the years, Wienken Wealth Management has grown to offer a comprehensive suite of financial planning services, insurance and investments. We are best known for our work on retirement income and estate planning strategies. |
|
| Wilde Wealth Management Group |
Trevor |
Wilde |
Managing Director |
(480) 361-6203 |
WM |
trevor@wildewealth.com |
info@wildewealth.com |
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/wildewealth |
|
|
|
|
https://www.linkedin.com/company/wilde-wealth-management-group-inc-/ |
https://www.wildewealth.com/ |
As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. |
|
| Wilde Wealth Management Group |
Janenne |
Lackey |
CCO |
(480) 361-6203 Ext. 321 |
WM |
janenne@wildewealth.com |
info@wildewealth.com |
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/janenne-lackey-7469816/ |
|
|
|
|
https://www.linkedin.com/company/wilde-wealth-management-group-inc-/ |
https://www.wildewealth.com/ |
As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. |
|
| Wilde Wealth Management Group |
Randi |
Hartmann |
Account Administrative Manager |
Direct: (480) 264-5337 |
WM |
randi@wildewealth.com |
info@wildewealth.com |
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
https://www.linkedin.com/in/randi-hartmann-96488650/ |
|
|
|
|
https://www.linkedin.com/company/wilde-wealth-management-group-inc-/ |
https://www.wildewealth.com/ |
As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. |
|
| Wilde Wealth Management Group |
William |
Wilde |
Board of Directors | Investment Advisor Representative |
(480) 361-6203 |
WM |
bill@wildewealth.com |
info@wildewealth.com |
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wilde-wealth-management-group-inc-/ |
https://www.wildewealth.com/ |
As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. |
|
| Wilde Wealth Management Group |
Andrew |
Sampson |
Regional Vice President | Investment Advisor Representative |
(480) 361-6203 |
WM |
andrew@wildewealth.com |
info@wildewealth.com |
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wilde-wealth-management-group-inc-/ |
https://www.wildewealth.com/ |
As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. |
|
| Wilde Wealth Management Group |
Douglas |
Cole |
Director of Investment Management |
(480) 361-6203 |
WM |
dougc@wildewealth.com |
info@wildewealth.com |
7025 North Scottsdale Road, Suite 115 |
Scottsdale |
AZ |
85253 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wilde-wealth-management-group-inc-/ |
https://www.wildewealth.com/ |
As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. |
|
| Wilkinson Wealth Management |
Steve |
Wilkinson |
President |
(510) 625-1400 |
WM |
Steve@Stevewilkinson.com |
|
The Rotunda Building - 300 Frank H. Ogawa Plaza, Suite 252 |
Oakland |
CA |
94612-1425 |
United States of America |
North America |
https://www.linkedin.com/in/steven-wilkinson-786183/ |
|
2.006 |
|
|
https://www.linkedin.com/company/wilkinson-wealth-management |
https://www.stevewilkinson.com/ |
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
|
| William Blair & Co. |
Ryan |
DeVore |
Partner, Director and Head of Private Wealth Management |
(312) 364-8149 |
WM |
rdevore@williamblair.com |
info@williamblair.com |
The William Blair Building 150 North Riverside Plaza |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-devore-8a9a18/ |
|
1.935 |
$13.5B |
|
https://www.linkedin.com/company/william-blair-&-company/ |
https://www.williamblair.com/ |
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* |
|
| William Blair & Co. |
John |
Cimaroli |
Investment Counselor, Partner |
(312) 364-5020 |
WM |
jcimaroli@williamblair.com |
info@williamblair.com |
The William Blair Building 150 North Riverside Plaza |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.935 |
$13.5B |
|
https://www.linkedin.com/company/william-blair-&-company/ |
https://www.williamblair.com/ |
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* |
|
| William Blair & Co. |
John |
Cultra |
Partner, Investment Counselor |
(312) 364-8768 |
WM |
jcultra@williamblair.com |
info@williamblair.com |
The William Blair Building 150 North Riverside Plaza |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/john-cultra-048b7b11/ |
|
1.935 |
$13.5B |
|
https://www.linkedin.com/company/william-blair-&-company/ |
https://www.williamblair.com/ |
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* |
|
| William Blair & Co. |
Fred |
Fischer |
Partner, Investment Counselor |
(312) 364-8970 |
WM |
fredfischer0@gmail.com |
info@williamblair.com |
The William Blair Building 150 North Riverside Plaza |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/fred-fischer-b001b810/ |
|
1.935 |
$13.5B |
|
https://www.linkedin.com/company/william-blair-&-company/ |
https://www.williamblair.com/ |
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* |
|
| William Blair & Co. |
Candy |
Vondra |
Business Inquiries |
(312) 364-8970 |
WM |
cvondra@williamblair.com |
info@williamblair.com |
The William Blair Building 150 North Riverside Plaza |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.935 |
$13.5B |
|
https://www.linkedin.com/company/william-blair-&-company/ |
https://www.williamblair.com/ |
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* |
|
| William Harris Investors, Inc. |
Jack |
Polsky |
President & CEO |
(312) 621-0650 |
WM |
jpolsky@whi.com |
|
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jack-polsky-3699303a/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.976 |
|
|
|
https://www.whi.com/ |
William Harris Investors is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family. WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. WHI strives to maintain the high levels of integrity, loyalty, and excellence that Irving B. Harris expected when he began the company nearly a half a century ago, and which enabled our founder to leave behind a strong legacy of fairness, intelligence, and service for the benefit of others. |
|
| William Harris Investors, Inc. |
Lauren |
Kelly |
Alternatives Analyst |
(312) 621-0650 |
WM |
lkelly@whi.com |
|
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-kelly-4940ab5/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.976 |
|
|
|
https://www.whi.com/ |
William Harris Investors is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family. WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. WHI strives to maintain the high levels of integrity, loyalty, and excellence that Irving B. Harris expected when he began the company nearly a half a century ago, and which enabled our founder to leave behind a strong legacy of fairness, intelligence, and service for the benefit of others. |
|
| William Mack & Associates, Inc. |
William |
Mack |
President |
(248) 648-4310 |
WM |
billm@wmack.com |
|
1301 W Long Lake Rd., Suite 115 |
Troy |
MI |
48098 |
United States of America |
North America |
|
|
|
$573.4M |
|
|
http://wmack.com/ |
William Mack & Associates operates as an advisory company headquartered in Troy, Michigan. It controls $573.4 million in assets under management across 744 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small group of seven employees, all of whom are financial advisors. William Mack & Associates Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks. |
|
| William Mack & Associates, Inc. |
Ted |
Bugenski |
VP & Compliance Officer |
(248) 648-4310 |
WM |
tedb@wmack.com |
|
1301 W Long Lake Rd., Suite 115 |
Troy |
MI |
48098 |
United States of America |
North America |
https://www.linkedin.com/in/ted-bugenski-1a771735/ |
|
|
$573.4M |
|
|
http://wmack.com/ |
William Mack & Associates operates as an advisory company headquartered in Troy, Michigan. It controls $573.4 million in assets under management across 744 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small group of seven employees, all of whom are financial advisors. William Mack & Associates Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks. |
|
| Williams Jones Wealth Management |
William |
Jones, Jr |
Chairman / Partner |
(212) 935-8750 |
WM |
wjones@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/bill-jones-14710835/ |
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Jones Wealth Management |
John |
Eager |
President / Partner |
(212) 935-8750 |
WM |
jeager@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Jones Wealth Management |
Barbara |
Tarmy |
Partner |
(212) 935-8750 |
WM |
btarmy@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-tarmy-08bb7936 |
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Jones Wealth Management |
Thomas |
MacCowatt |
Partner |
(212) 935-8750 |
WM |
tmaccowatt@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Jones Wealth Management |
Malcolm |
Macpherson |
Partner |
(212) 935-8750 |
WM |
mmacpherson@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Jones Wealth Management |
David |
Rosenfeld |
Partner |
Direct: (212) 935-1513 |
WM |
drosenfeld@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Jones Wealth Management |
Maureen |
Tompkins |
Partner |
(212) 935-8750 |
WM |
mtompkins@williamsjones.com |
info@williamsjones.com |
717 Fifth Ave, 11 FL |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
https://www.williamsjones.com/ |
Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $7.1 billion in equity and fixed income securities and selects outside managers for hedge fund investments. |
|
| Williams Wealth Management Group, Inc. |
Derek |
Williams |
Founder and CEO |
(941) 756-4500 |
WM |
Derek@WilliamsWealth360.com |
|
2328 Manatee Avenue West |
Bradenton |
FL |
34205 |
United States of America |
North America |
https://www.linkedin.com/in/derekrwilliams/ |
|
2.007 |
$70M |
|
|
https://www.williamswealth360.com/ |
Williams Wealth Management Group, a Registered Investment Advisor, and is separately a registered representative of LaSalle St. Securities, LLC, member FINRA/SIPC. For most, financial independence has less to do with a balance sheet, and more to do with a balanced life. That’s why Williams Wealth 360º is more than an investment manager or a financial plan. It is the collaboration of your team of professionals to help you meet your life’s goals. |
|
| Williams Wealth Management Group, Inc. |
Lisa |
DeVito |
Registered Investment Advisor & Certified Financial Planner Practitione |
(941) 756-4500 |
WM |
Lisa@WilliamsWealth360.com |
|
2328 Manatee Avenue West |
Bradenton |
FL |
34205 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-devito-031b392b/ |
|
2.007 |
$70M |
|
|
https://www.williamswealth360.com/ |
Williams Wealth Management Group, a Registered Investment Advisor, and is separately a registered representative of LaSalle St. Securities, LLC, member FINRA/SIPC. For most, financial independence has less to do with a balance sheet, and more to do with a balanced life. That’s why Williams Wealth 360º is more than an investment manager or a financial plan. It is the collaboration of your team of professionals to help you meet your life’s goals. |
|
| Williams Wealth Management LLC |
Jeffrey |
Williams |
Principal |
(603) 318-7337 |
WM |
jwilliams@williamswealthmgmt.com |
|
20 Trafalgar Square, Suite 304 |
Nashua |
NH |
03063 |
United States of America |
North America |
|
|
2.009 |
|
|
https://www.linkedin.com/company/williams-wealth-management-llc/ |
https://williamswealthmgmt.com/ |
Founded by Jeffrey Williams in 2009, Williams Wealth Management LLC of Nashua, NH is an investment firm committed to the highest standards of integrity, knowledge and professionalism. Our team of skilled financial advisors employs a range of tools and techniques in our financial planning process, always seeking to balance your risk against performance and safety that are essential to meeting your current and future goals. In short, we provide independent, unbiased financial advice and sound financial planning to help you live well. |
|
| Williams Wealth Management LLC |
Dyllin |
Moulton |
Vice President |
(603) 318-7337 |
WM |
dmoulton@williamswealthmgmt.com |
|
20 Trafalgar Square, Suite 304 |
Nashua |
NH |
03063 |
United States of America |
North America |
https://www.linkedin.com/in/dyllin-moulton-780b047b/ |
|
2.009 |
|
|
https://www.linkedin.com/company/williams-wealth-management-llc/ |
https://williamswealthmgmt.com/ |
Founded by Jeffrey Williams in 2009, Williams Wealth Management LLC of Nashua, NH is an investment firm committed to the highest standards of integrity, knowledge and professionalism. Our team of skilled financial advisors employs a range of tools and techniques in our financial planning process, always seeking to balance your risk against performance and safety that are essential to meeting your current and future goals. In short, we provide independent, unbiased financial advice and sound financial planning to help you live well. |
|
| Williams, Jones & Associates, LLC |
William |
Jones Jr |
Chairman and Managing Director |
(212) 935-8750 |
WM |
wjones@williamsjones.com |
info@williamsjones.com |
717 Fifth Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
$7.2B |
|
|
https://www.williamsjones.com/ |
Wealth advice begins with understanding our clients’ particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments. We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning. Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience. Our mission is to present wealth advice in clear and concise terms/ Our commitment is to execute solutions across market sectors in changing and challenging environments in accordance with our fiduciary role. |
|
| Williams, Jones & Associates, LLC |
John |
Eager |
President and Managing Director |
(212) 935-8750 |
WM |
jeager@williamsjones.com |
info@williamsjones.com |
717 Fifth Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/john-john-eager-777aab24/ |
|
|
$7.2B |
|
|
https://www.williamsjones.com/ |
Wealth advice begins with understanding our clients’ particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments. We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning. Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience. Our mission is to present wealth advice in clear and concise terms/ Our commitment is to execute solutions across market sectors in changing and challenging environments in accordance with our fiduciary role. |
|
| Williams, Jones & Associates, LLC |
Thomas |
MacCowatt |
Managing Director |
(212) 935-8750 |
WM |
tmaccowatt@williamsjones.com |
info@williamsjones.com |
717 Fifth Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
$7.2B |
|
|
https://www.williamsjones.com/ |
Wealth advice begins with understanding our clients’ particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments. We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning. Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience. Our mission is to present wealth advice in clear and concise terms/ Our commitment is to execute solutions across market sectors in changing and challenging environments in accordance with our fiduciary role. |
|
| Williams, Jones & Associates, LLC |
Malcolm |
Macpherson Jr |
Managing Director |
(212) 935-8750 |
WM |
mmacpherson@williamsjones.com |
info@williamsjones.com |
717 Fifth Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
$7.2B |
|
|
https://www.williamsjones.com/ |
Wealth advice begins with understanding our clients’ particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments. We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning. Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience. Our mission is to present wealth advice in clear and concise terms/ Our commitment is to execute solutions across market sectors in changing and challenging environments in accordance with our fiduciary role. |
|
| Williams, Jones & Associates, LLC |
David |
Rosenfeld |
Managing Director |
(212) 935-8750 |
WM |
drosenfeld@williamsjones.com |
info@williamsjones.com |
717 Fifth Avenue, 11th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/david-rosenfeld-812b3aa/ |
|
|
$7.2B |
|
|
https://www.williamsjones.com/ |
Wealth advice begins with understanding our clients’ particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments. We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning. Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience. Our mission is to present wealth advice in clear and concise terms/ Our commitment is to execute solutions across market sectors in changing and challenging environments in accordance with our fiduciary role. |
|
| Wilmington Trust |
Christopher |
Randall |
COO |
(302) 651-1000 |
WM |
crandall@wilmingtontrust.com |
ftahir@wilmingtontrust.com |
1100 North Market Street |
Wilmington |
DE |
19890 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-randall-92142711/ |
|
1.903 |
$24.2B |
|
https://www.linkedin.com/company/wilmington-trust/ |
https://www.wilmingtontrust.com/ |
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
> WEALTH MANAGEMENT: We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. |
|
| Wilmington Trust |
Matthew |
Panarese |
President, Mid-Atlantic Region |
(302) 651-1000 |
WM |
mpanarese@wilmingtontrust.com |
ftahir@wilmingtontrust.com |
1100 North Market Street |
Wilmington |
DE |
19890 |
United States of America |
North America |
https://www.linkedin.com/in/matt-panarese-40842730/ |
|
1.903 |
$24.2B |
|
https://www.linkedin.com/company/wilmington-trust/ |
https://www.wilmingtontrust.com/ |
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
> WEALTH MANAGEMENT: We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. |
|
| Wilmington Trust |
Sharon |
Klein |
President, Tri State Region |
(302) 651-1000 |
WM |
sklein@wilmingtontrust.com |
ftahir@wilmingtontrust.com |
1100 North Market Street |
Wilmington |
DE |
19890 |
United States of America |
North America |
https://www.linkedin.com/in/sharon-l-klein-691781125/ |
|
1.903 |
$24.2B |
|
https://www.linkedin.com/company/wilmington-trust/ |
https://www.wilmingtontrust.com/ |
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
> WEALTH MANAGEMENT: We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. |
|
| Wilmington Trust |
William |
Farrell |
EVP |
(302) 651-1000 |
WM |
bfarrell@wilmingtontrust.com |
ftahir@wilmingtontrust.com |
1100 North Market Street |
Wilmington |
DE |
19890 |
United States of America |
North America |
https://www.linkedin.com/in/bill-farrell-66ba7815/ |
|
1.903 |
$24.2B |
|
https://www.linkedin.com/company/wilmington-trust/ |
https://www.wilmingtontrust.com/ |
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
> WEALTH MANAGEMENT: We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. |
|
| Wind River Capital Management |
Chad |
Driewer |
Director |
(307) 733-9155 |
WM |
chad@wrcmjh.com |
info@windrivercapitalmanagement.com |
115 East Pearl Ave., Suite 200, P.O. Box 5000 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/chaddriewer/ |
|
2.018 |
$80M |
chad.driewer@windrivercapitalmanagement.com |
https://www.linkedin.com/company/wind-river-capital-management/ |
https://windrivercapitalmanagement.com/ |
With Wind River Capital Management, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. We believe in pure, unbiased independent financial consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard. |
|
| Wind River Capital Management |
Cody |
Lockhart |
Director |
(307) 733-9155 |
WM |
cody@wrcmjh.com |
info@windrivercapitalmanagement.com |
115 East Pearl Ave., Suite 200, P.O. Box 5000 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/cody-lockhart-092963119/ |
|
2.018 |
$80M |
|
https://www.linkedin.com/company/wind-river-capital-management/ |
https://windrivercapitalmanagement.com/ |
With Wind River Capital Management, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. We believe in pure, unbiased independent financial consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard. |
|
| Wind River Capital Management |
Don |
Watkins |
Associate |
(307) 733-9155 |
WM |
don@wrcmjh.com |
info@windrivercapitalmanagement.com |
115 East Pearl Ave., Suite 200, P.O. Box 5000 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/drwatkins/ |
|
2.018 |
$80M |
|
https://www.linkedin.com/company/wind-river-capital-management/ |
https://windrivercapitalmanagement.com/ |
With Wind River Capital Management, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. We believe in pure, unbiased independent financial consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard. |
|
| Wind River Capital Management |
Jamie |
Lynn Feik |
Senior Registered Associate |
(307) 733-9155 |
WM |
jamie@wrcmjh.com |
info@windrivercapitalmanagement.com |
115 East Pearl Ave., Suite 200, P.O. Box 5000 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/jamie-feik-53075b122/ |
|
2.018 |
$80M |
|
https://www.linkedin.com/company/wind-river-capital-management/ |
https://windrivercapitalmanagement.com/ |
With Wind River Capital Management, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. We believe in pure, unbiased independent financial consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard. |
|
| Wind River Capital Management |
Lizzie |
Votruba |
Client Associate |
(307) 733-9155 |
WM |
lizzie@wrcmjh.com |
info@windrivercapitalmanagement.com |
115 East Pearl Ave., Suite 200, P.O. Box 5000 |
Jackson |
WY |
83001 |
United States of America |
North America |
https://www.linkedin.com/in/lizzie-votruba/ |
|
2.018 |
$80M |
|
https://www.linkedin.com/company/wind-river-capital-management/ |
https://windrivercapitalmanagement.com/ |
With Wind River Capital Management, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. We believe in pure, unbiased independent financial consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard. |
|
| Windgate Wealth Management |
Michael |
Corbett |
CEO, CIO |
(312) 669-1650 |
WM |
mcorbett@windgatewealth.com |
windgate@windgatewealth.com |
300 S. Wacker Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-j-corbett-8b46413/ |
|
1.987 |
|
|
https://www.linkedin.com/company/windgate-wealth-management/ |
https://www.windfallwealthadvisors.com/ |
WINDGATE WEALTH MANAGEMENT is an independent and registered investment advisor located in Chicago's Financial District. The firm was established in 1987 and now manages over $600 million of client assets. We use specific strategies to help our clients reach their goals. These services include strategies dedicated to small company investing as well as full service Wealth Management relationships including Financial Planning and comprehensive Portfolio Management. |
|
| Windgate Wealth Management |
Sean |
Condon |
Wealth Advisor |
(312) 669-1650 |
WM |
sean@windgatewealth.com |
windgate@windgatewealth.com |
300 S. Wacker Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/sean-condon-cfp®/ |
|
1.987 |
|
|
https://www.linkedin.com/company/windgate-wealth-management/ |
https://www.windfallwealthadvisors.com/ |
WINDGATE WEALTH MANAGEMENT is an independent and registered investment advisor located in Chicago's Financial District. The firm was established in 1987 and now manages over $600 million of client assets. We use specific strategies to help our clients reach their goals. These services include strategies dedicated to small company investing as well as full service Wealth Management relationships including Financial Planning and comprehensive Portfolio Management. |
|
| Windgate Wealth Management |
Mark |
Oberrotman |
Executive Directoro of Client Relations |
(312) 669-1650 |
WM |
oberrotman@perrittcap.com |
windgate@windgatewealth.com |
300 S. Wacker Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/mark-oberrotman-6b33634/ |
|
1.987 |
|
|
https://www.linkedin.com/company/windgate-wealth-management/ |
https://www.windfallwealthadvisors.com/ |
WINDGATE WEALTH MANAGEMENT is an independent and registered investment advisor located in Chicago's Financial District. The firm was established in 1987 and now manages over $600 million of client assets. We use specific strategies to help our clients reach their goals. These services include strategies dedicated to small company investing as well as full service Wealth Management relationships including Financial Planning and comprehensive Portfolio Management. |
|
| Windgate Wealth Management |
Lynn |
Burmeister |
Chief Compliance Officer |
(312) 669-1650 |
WM |
lburmeister@perrittcap.com |
windgate@windgatewealth.com |
300 S. Wacker Suite 600 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
1.987 |
|
|
https://www.linkedin.com/company/windgate-wealth-management/ |
https://www.windfallwealthadvisors.com/ |
WINDGATE WEALTH MANAGEMENT is an independent and registered investment advisor located in Chicago's Financial District. The firm was established in 1987 and now manages over $600 million of client assets. We use specific strategies to help our clients reach their goals. These services include strategies dedicated to small company investing as well as full service Wealth Management relationships including Financial Planning and comprehensive Portfolio Management. |
|
| Windham Brannon Financial Group, LLC |
Heidi |
Lamarca |
CEO and President |
(678) 510-2759 |
WM |
hlamarca@windhambrannon.com |
info@windhambrannon.com |
3630 Peachtree Rd NE Suite 600 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/heidi-lamarca-007219a/ |
|
1.957 |
$860M |
|
https://www.linkedin.com/company/windham-brannon/ |
https://www.windhambrannon.com/ |
Windham Brannon is a recognized leader in providing audit, tax and advisory services for businesses and high net-worth individuals. While Windham Brannon’s technical expertise is second to none, the Atlanta-based CPA firm offers its clients much more. Here you’ll find a more proactive approach, more attention to your priorities and more investment in the relationship to ensure your needs are anticipated—and met with confidence. Since 1957 the accounting services firm has demonstrated its proven ability to adapt to change, learn from the past and keep its eyes on the future. Windham Brannon is committed to offering more. |
|
| Windham Brannon Financial Group, LLC |
Barbara |
Coats |
Principal, Tax |
(678) 510-2724 |
WM |
bcoats@windhambrannon.com |
info@windhambrannon.com |
3630 Peachtree Rd NE Suite 600 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-coats-489a239/ |
|
1.957 |
$860M |
|
https://www.linkedin.com/company/windham-brannon/ |
https://www.windhambrannon.com/ |
Windham Brannon is a recognized leader in providing audit, tax and advisory services for businesses and high net-worth individuals. While Windham Brannon’s technical expertise is second to none, the Atlanta-based CPA firm offers its clients much more. Here you’ll find a more proactive approach, more attention to your priorities and more investment in the relationship to ensure your needs are anticipated—and met with confidence. Since 1957 the accounting services firm has demonstrated its proven ability to adapt to change, learn from the past and keep its eyes on the future. Windham Brannon is committed to offering more. |
|
| Windham Brannon Financial Group, LLC |
Brent |
Wilkinson |
Principal, Tax |
(678) 510-2732 |
WM |
bwilkinson@windhambrannon.com |
info@windhambrannon.com |
3630 Peachtree Rd NE Suite 600 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/mananbharucha/ |
|
1.957 |
$860M |
|
https://www.linkedin.com/company/windham-brannon/ |
https://www.windhambrannon.com/ |
Windham Brannon is a recognized leader in providing audit, tax and advisory services for businesses and high net-worth individuals. While Windham Brannon’s technical expertise is second to none, the Atlanta-based CPA firm offers its clients much more. Here you’ll find a more proactive approach, more attention to your priorities and more investment in the relationship to ensure your needs are anticipated—and met with confidence. Since 1957 the accounting services firm has demonstrated its proven ability to adapt to change, learn from the past and keep its eyes on the future. Windham Brannon is committed to offering more. |
|
| Windham Brannon Financial Group, LLC |
Kerry |
Buchan |
Principal, Audit |
(678) 510-2856 |
WM |
kbuchan@windhambrannon.com |
info@windhambrannon.com |
3630 Peachtree Rd NE Suite 600 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/kerrybuchan/ |
|
1.957 |
$860M |
|
https://www.linkedin.com/company/windham-brannon/ |
https://www.windhambrannon.com/ |
Windham Brannon is a recognized leader in providing audit, tax and advisory services for businesses and high net-worth individuals. While Windham Brannon’s technical expertise is second to none, the Atlanta-based CPA firm offers its clients much more. Here you’ll find a more proactive approach, more attention to your priorities and more investment in the relationship to ensure your needs are anticipated—and met with confidence. Since 1957 the accounting services firm has demonstrated its proven ability to adapt to change, learn from the past and keep its eyes on the future. Windham Brannon is committed to offering more. |
|
| WindRock Wealth Management |
Brett |
Rentmeester |
President and Chief Investment Officer |
(312) 650-9593 |
WM |
brett.rentmeester@windrockwealth.com |
assistant@windrockwealth.com |
225 West Jefferson Avenue Suite 2 |
Naperville |
IL |
60540 |
United States of America |
North America |
https://www.linkedin.com/in/brettrentmeester/ |
|
|
$136M |
|
https://www.linkedin.com/company/windrock-wealth-management/ |
https://windrockwealth.com/ |
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans. |
|
| WindRock Wealth Management |
Christopher |
Casey |
Managing Director |
(312) 650-9602 |
WM |
chris.casey@windrockwealth.com |
assistant@windrockwealth.com |
225 West Jefferson Avenue Suite 2 |
Naperville |
IL |
60540 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-casey-68886466/ |
|
|
$136M |
|
https://www.linkedin.com/company/windrock-wealth-management/ |
https://windrockwealth.com/ |
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans. |
|
| Windsor Capital Management LLC |
Fred |
Petrino |
Senior Vice President |
Direct: (630) 515-1810 |
WM |
fpetrino@windcm.com |
|
20860 N Tatum Blvd. Suite 220 |
Phoenix |
AZ |
85050 |
United States of America |
North America |
https://www.linkedin.com/in/fred-petrino-076ba07/ |
|
|
|
|
https://www.linkedin.com/in/darren-whitehurst-22573b146/ |
https://www.windsoradvisor.com/ |
Windsor Capital Management, LLC is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio management. As a fee-only advisor, our compensation is derived solely from our annual advisory fee, based on assets under management. We do not receive commissions or any type of compensation for the buying or selling of any security or product. We manage portfolios for families, high net-worth individuals and institutional clients. Serving clients in over thirty states, we are dedicated to personal attention and goal-oriented investment management. |
|
| Windsor Capital Management LLC |
Donald |
Peppler |
Chief Investment Officer |
(480) 515-3514 |
WM |
donald.peppler@gmail.com |
|
20860 N Tatum Blvd. Suite 220 |
Phoenix |
AZ |
85050 |
United States of America |
North America |
https://www.linkedin.com/in/donald-peppler-369bb967/ |
|
|
|
|
|
https://www.windsoradvisor.com/ |
Windsor Capital Management, LLC is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio management. As a fee-only advisor, our compensation is derived solely from our annual advisory fee, based on assets under management. We do not receive commissions or any type of compensation for the buying or selling of any security or product. We manage portfolios for families, high net-worth individuals and institutional clients. Serving clients in over thirty states, we are dedicated to personal attention and goal-oriented investment management. |
|
| Winship Wealth Partners |
Craig |
Slayen |
Principal |
(415) 450-9600 Ext. 1 |
WM |
cslayen@winshipwealth.com |
|
442 Post Street, 2nd Floor |
San Francisco |
CA |
94102 |
United States of America |
North America |
https://www.linkedin.com/in/craigslayen/ |
|
2.003 |
|
|
https://www.linkedin.com/company/winship-wealth-partners |
http://www.winshipwealth.com/ |
Winship Wealth Partners is a boutique Concierge and Wealth Management firm focused on working with high net worth individuals and families. We are Intergenerational Wealth Advisors ensuring that your money outlives you, that you don't outlive your money.
We offer a comprehensive approach to address all of our clients financial needs giving them the peace of mind they are looking for. Winship's approach to wealth management is based on unbiased academic research, market efficiency, evidence based investing, and disciplined diversification. We are strong believers of behavioral finance. |
|
| Winship Wealth Partners |
Melissa |
Slayen |
Principal |
(415) 450-9600 Ext. 2 |
WM |
mslayen@winshipwealth.com |
|
442 Post Street, 2nd Floor |
San Francisco |
CA |
94102 |
United States of America |
North America |
https://www.linkedin.com/in/melissaslayen/ |
|
2.003 |
|
|
https://www.linkedin.com/company/winship-wealth-partners |
http://www.winshipwealth.com/ |
Winship Wealth Partners is a boutique Concierge and Wealth Management firm focused on working with high net worth individuals and families. We are Intergenerational Wealth Advisors ensuring that your money outlives you, that you don't outlive your money.
We offer a comprehensive approach to address all of our clients financial needs giving them the peace of mind they are looking for. Winship's approach to wealth management is based on unbiased academic research, market efficiency, evidence based investing, and disciplined diversification. We are strong believers of behavioral finance. |
|
| Winthrop Wealth Management |
Earl |
Winthrop |
President and Founding Partner/CoChief Investment Officer/Senior Wealth Advisor |
(617) 530-1010 |
WM |
earl.winthrop@winthropwealth.com |
info@winthropwealth.com |
109 State Street, 2nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/earlwinthrop/ |
|
1.985 |
|
|
https://www.linkedin.com/company/winthropwealth/ |
https://www.winthropwealth.com/ |
As your trusted consultant, Winthrop Wealth is committed to working closely with your accountants, attorneys, and other professionals to make sure your wealth planning is consistent and integrated with other key financial events in your life. We make every effort to ensure that all of your advisors are working in a coordinated and efficient manner to develop strategies consistent with your goals and that you stay fully informed of all changes.
The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. |
|
| Winthrop Wealth Management |
Mark |
Winthrop |
President and Founding Partner/Chief Investment Officer/Senior Wealth Advisor |
(617) 530-1010 |
WM |
mark.winthrop@winthropwealth.com |
info@winthropwealth.com |
109 State Street, 2nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/maxwinthrop/ |
|
1.985 |
|
|
https://www.linkedin.com/company/winthropwealth/ |
https://www.winthropwealth.com/ |
As your trusted consultant, Winthrop Wealth is committed to working closely with your accountants, attorneys, and other professionals to make sure your wealth planning is consistent and integrated with other key financial events in your life. We make every effort to ensure that all of your advisors are working in a coordinated and efficient manner to develop strategies consistent with your goals and that you stay fully informed of all changes.
The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. |
|
| Winthrop Wealth Management |
Lucas |
Winthrop |
COO / Wealth Advisor |
Direct: (617) 530-1013 |
WM |
lucas.winthrop@winthropwealth.com |
info@winthropwealth.com |
109 State Street, 2nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/lucaswinthrop/ |
|
1.985 |
|
|
https://www.linkedin.com/company/winthropwealth/ |
https://www.winthropwealth.com/ |
As your trusted consultant, Winthrop Wealth is committed to working closely with your accountants, attorneys, and other professionals to make sure your wealth planning is consistent and integrated with other key financial events in your life. We make every effort to ensure that all of your advisors are working in a coordinated and efficient manner to develop strategies consistent with your goals and that you stay fully informed of all changes.
The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. |
|
| Winthrop Wealth Management |
Richard |
St Onge |
Chief Compliance Officer / Wealth Advisor / Director of Retirement Services |
(617) 530-1010 |
WM |
richard.stonge@winthropwealth.com |
info@winthropwealth.com |
109 State Street, 2nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/richardcstonge/ |
|
1.985 |
|
|
https://www.linkedin.com/company/winthropwealth/ |
https://www.winthropwealth.com/ |
As your trusted consultant, Winthrop Wealth is committed to working closely with your accountants, attorneys, and other professionals to make sure your wealth planning is consistent and integrated with other key financial events in your life. We make every effort to ensure that all of your advisors are working in a coordinated and efficient manner to develop strategies consistent with your goals and that you stay fully informed of all changes.
The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. |
|
| Winthrop Wealth Management |
Max |
Winthrop |
CEO / Investment Associate |
(617) 530-1010 |
WM |
max.winthrop@winthropwealth.com |
info@winthropwealth.com |
109 State Street, 2nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/maxwinthrop/ |
|
1.985 |
|
|
https://www.linkedin.com/company/winthropwealth/ |
https://www.winthropwealth.com/ |
As your trusted consultant, Winthrop Wealth is committed to working closely with your accountants, attorneys, and other professionals to make sure your wealth planning is consistent and integrated with other key financial events in your life. We make every effort to ensure that all of your advisors are working in a coordinated and efficient manner to develop strategies consistent with your goals and that you stay fully informed of all changes.
The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. |
|
| Wintrust Wealth Management |
Thomas |
Zidar |
Chairman and CEO |
(312) 431-6593 |
WM |
tzidar@wintrustwealth.com |
info@wintrustwealth.com |
231 South LaSalle Street 13th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/tom-zidar-wintrust/ |
|
1.931 |
|
|
https://www.linkedin.com/company/wintrust-wealth-management |
http://wintrustwealth.com/ |
Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, we are one of the oldest and most respected financial service providers based in the Midwest. Today, we proudly serve over 26,000 clients and are responsible for nearly $25 billion of their assets. We deliver our unique brand of wealth management services in the form of trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, and institutional money management through Great Lakes Advisors. |
|
| Wintrust Wealth Management |
Michelle |
Biondo |
COO |
(312) 431-6595 |
WM |
mbiondo@wintrustwealth.com |
info@wintrustwealth.com |
231 South LaSalle Street 13th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-biondo-61512b57/ |
|
1.931 |
|
|
https://www.linkedin.com/company/wintrust-wealth-management |
http://wintrustwealth.com/ |
Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, we are one of the oldest and most respected financial service providers based in the Midwest. Today, we proudly serve over 26,000 clients and are responsible for nearly $25 billion of their assets. We deliver our unique brand of wealth management services in the form of trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, and institutional money management through Great Lakes Advisors. |
|
| Wipfli Hewins Investment Advisors, LLC |
Julie |
Nichols |
Principal, Chief Financial Officer, Senior Financial Advisor |
(414) 431-9347 |
WM |
jnichols@hewinsfinancial.com |
|
10000 Innovation Dr. Suite 250 |
Milwaukee |
WI |
53226 |
United States of America |
North America |
https://www.linkedin.com/in/julie-nichols-8337441a/ |
|
1.999 |
$3.9B |
|
https://www.linkedin.com/company/wipfli-financial/ |
https://www.wipflifinancial.com/ |
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we’ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. |
|
| Wisconsin Wealth Advisors, LLC |
Chris |
Swenson |
President |
(608) 837-9099 |
WM |
chris.swenson@wiwealthadvisors.com |
|
1777 W. Main Street, Suite 203 |
Sun Prairie |
WI |
53590 |
United States of America |
North America |
|
|
|
|
|
|
https://www.wiwealthadvisors.com/ |
Most likely, your life goals aren’t the same as your neighbors. Neither is your personal background, preferences, or how you envision your life plan. That’s why we always take a partnership approach, working side-by-side with you to reach your goals. We will work with you to develop a personal wealth management plan based on your needs, wishes and wants and we will professionally manage your portfolio. Wisconsin Wealth Advisors is independent, and we function as fiduciaries, which means we put YOUR best interests first in all we do.
An important part of wealth management is preserving your accumulated wealth and lifestyle with appropriate insurance solutions. We offer life, disability income, long-term care, and final expense burial trust insurance as key components of your comprehensive financial plan to protect the life you envision. |
|
| Wisdom Wealth Investment Advisors |
Blake |
Bottle |
CCO |
Office: (602) 494-4100, Mobile: (602) 882-3936 |
WM |
blake@blakebottle.com |
info@wisdomwealthia.com |
6930 East Chauncey Lane Suite 220 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/blake-bottle-957aa46/ |
|
|
|
|
|
http://www.wisdomwealthia.com/ |
Wisdom Wealth Investment Advisors, LLC is an independently owned investment advisory and financial consulting firm whose principals have more than seventy-five years of combined experience providing dedicated personalized service to our clients. Independence allows us to offer you an unbiased objective approach to serving your investment needs. |
|
| Wisdom Wealth Investment Advisors |
Joe |
McInerney |
CFO |
Mobile: (602) 882-3936 |
WM |
joe@jmfsinc.com |
info@wisdomwealthia.com |
6930 East Chauncey Lane Suite 220 |
Phoenix |
AZ |
85054 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-mcinerney-ea-cfp-mpas-5b390810/ |
|
|
|
|
|
http://www.wisdomwealthia.com/ |
Wisdom Wealth Investment Advisors, LLC is an independently owned investment advisory and financial consulting firm whose principals have more than seventy-five years of combined experience providing dedicated personalized service to our clients. Independence allows us to offer you an unbiased objective approach to serving your investment needs. |
|
| Wise Capital Management |
Chavdar |
Russev |
Global Equity Portfolio Manager |
(416) 483-1900 |
WM |
chavdar@wisecapitalmanagement.com |
info@wisecapitalmanagement.com |
103--90 Eglinton Ave W |
Toronto |
ON |
M4R 2E4 |
Canada |
North America |
|
|
|
$200M |
|
|
http://www.wisecapitalmanagement.com/ |
Wise Capital Management Inc. is a leading money manager for large pension funds, and high net worth clients who deserve a more substantive wealth management program than those typically offered by brokerage firms, investment advisors, or financial planners. Our best clients are informed clients. The investment team is headed by Sam Wiseman, who has 42 years of investment experience and an outstanding uninterrupted track record of managing long term equity and risk. As we are primarily an institutional money manager, we employ high quality systems, tools, and processes. |
|
| Withum Wealth |
Carmine |
D'Avino |
Principal, CCO & Investment Advisor |
(301) 272-6009 |
WM |
cdavino@withumwealth.com |
lferguson@withumwealth.com |
506 Carnegie Center, Suite 400 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/carminedavino/ |
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| Withum Wealth |
Ryan |
Fause |
Investment Advisor & Principal |
(732) 450-0147 |
WM |
rfause@withumwealth.com |
lferguson@withumwealth.com |
506 Carnegie Center, Suite 400 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/ryanfauseinvestmentadvisor/ |
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| Withum Wealth |
Jim |
Ferrare |
Investment Advisor & Principal |
(732) 450-0147 |
WM |
jferrare@withumwealth.com |
lferguson@withumwealth.com |
506 Carnegie Center, Suite 400 |
Princeton |
NJ |
08540 |
United States of America |
North America |
https://www.linkedin.com/in/jimferrareinvestmentmgmt/ |
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| Withum Wealth Management |
Austin |
Hagaman |
Principal |
(732) 450-0147 |
WM |
ahagaman@withumwealth.com |
Edesandolo@withumwealth.com |
335 Madison Ave , 11th Floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| Withum Wealth Management |
Carmine |
D'Avino |
Principal & CCO |
(301) 272-6009 |
WM |
cdavino@withumwealth.com |
Edesandolo@withumwealth.com |
335 Madison Ave , 11th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/carminedavino/ |
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| Withum Wealth Management |
Monica |
Jalife |
Principal |
(212) 652-3250 |
WM |
mjalife@withumwealth.com |
Edesandolo@withumwealth.com |
335 Madison Ave , 11th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/monicajalifeinvestmentmngr/ |
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| Withum Wealth Management |
James |
Ferrare |
Managing Principal |
(732) 450-0147 |
WM |
jferrare@withumwealth.com |
Edesandolo@withumwealth.com |
335 Madison Ave , 11th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jimferrareinvestmentmgmt/ |
|
1.974 |
|
|
https://www.linkedin.com/company/withum-wealth/?originalSubdomain=ph |
http://www.withumwealth.com/ |
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. |
|
| WJ Wealth Management |
Roger |
Wilson |
Co-Owner, Financial Advisor |
(602) 942-1321 |
WM |
roger.wilson@lpl.com |
|
18275 North 59th Avenue, Suite B-112 |
Glendale |
AZ |
85308 |
United States of America |
North America |
|
|
|
|
|
|
http://www.wjwealthmanagement.com/ |
As an independent firm, WJ Wealth Management is committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. Organize your assets and documents in one safe place. Always available online wherever you are. |
|
| WJ Wealth Management |
Jeff |
Jones |
Co-Owner & CCO |
(602) 942-1321 |
WM |
jeffry.r.jones@lpl.com |
|
18275 North 59th Avenue, Suite B-112 |
Glendale |
AZ |
85308 |
United States of America |
North America |
|
|
|
|
|
|
http://www.wjwealthmanagement.com/ |
As an independent firm, WJ Wealth Management is committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. Organize your assets and documents in one safe place. Always available online wherever you are. |
|
| WNY Asset Management, LLC |
John |
Pieroni |
Partner & Chief Compliance Officer |
(716) 626-0060 Ext. 3004 |
WM |
JPIERONI@WNYASSET.COM |
Info@wnyasset.com |
6500 Sheridan Drive, Suite 200 |
Williamsville |
NY |
14221 |
United States of America |
North America |
https://www.linkedin.com/in/wnyasset/ |
|
1.994 |
$818M |
|
https://www.linkedin.com/company/wny-asset-management/ |
https://www.wnyasset.com/ |
WNY Asset Management is a fee-based financial advisor firm that's based out of Williamsville, New York. It owns a sister firm in Amherst, New York, called Spectrum Wealth Management that offers similar services, just on a smaller scale. WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ goals. |
|
| WNY Asset Management, LLC |
Robert |
Castiglione |
Partner |
(716) 626-0060 Ext. 3009 |
WM |
RCASTIGLIONE@WNYASSET.COM |
Info@wnyasset.com |
6500 Sheridan Drive, Suite 200 |
Williamsville |
NY |
14221 |
United States of America |
North America |
https://www.linkedin.com/in/rob-castiglione-cfp®-mba-a6538958/ |
|
1.994 |
$818M |
|
https://www.linkedin.com/company/wny-asset-management/ |
https://www.wnyasset.com/ |
WNY Asset Management is a fee-based financial advisor firm that's based out of Williamsville, New York. It owns a sister firm in Amherst, New York, called Spectrum Wealth Management that offers similar services, just on a smaller scale. WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ goals. |
|
| WNY Asset Management, LLC |
Ronald |
Lojacono |
Partner |
(716) 626-0060 Ext. 3007 |
WM |
RLOJACONO@WNYASSET.COM |
Info@wnyasset.com |
6500 Sheridan Drive, Suite 200 |
Williamsville |
NY |
14221 |
United States of America |
North America |
https://www.linkedin.com/in/ronaldlojacono/ |
|
1.994 |
$818M |
|
https://www.linkedin.com/company/wny-asset-management/ |
https://www.wnyasset.com/ |
WNY Asset Management is a fee-based financial advisor firm that's based out of Williamsville, New York. It owns a sister firm in Amherst, New York, called Spectrum Wealth Management that offers similar services, just on a smaller scale. WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ goals. |
|
| WNY Asset Management, LLC |
John |
Lunghino |
President -Spectrum |
(716) 626-0060 |
WM |
JOHN@SPECTRUMWM.COM |
Info@wnyasset.com |
6500 Sheridan Drive, Suite 200 |
Williamsville |
NY |
14221 |
United States of America |
North America |
https://www.linkedin.com/in/john-lunghino-42828a9b/ |
|
1.994 |
$818M |
|
https://www.linkedin.com/company/wny-asset-management/ |
https://www.wnyasset.com/ |
WNY Asset Management is a fee-based financial advisor firm that's based out of Williamsville, New York. It owns a sister firm in Amherst, New York, called Spectrum Wealth Management that offers similar services, just on a smaller scale. WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ goals. |
|
| WNY Asset Management, LLC |
Evan |
Wardner |
Senior Wealth Manager |
(716) 626-0060 Ext. 3003 |
WM |
EWARDNER@WNYASSET.COM |
Info@wnyasset.com |
6500 Sheridan Drive, Suite 200 |
Williamsville |
NY |
14221 |
United States of America |
North America |
|
|
1.994 |
$818M |
|
https://www.linkedin.com/company/wny-asset-management/ |
https://www.wnyasset.com/ |
WNY Asset Management is a fee-based financial advisor firm that's based out of Williamsville, New York. It owns a sister firm in Amherst, New York, called Spectrum Wealth Management that offers similar services, just on a smaller scale. WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ goals. |
|
| WNY Asset Management, LLC |
Eugene |
O’Connnor |
Senior Wealth Manager |
(716) 626-0060 Ext. 3022 |
WM |
EOCONNOR@WNYASSET.COM |
Info@wnyasset.com |
6500 Sheridan Drive, Suite 200 |
Williamsville |
NY |
14221 |
United States of America |
North America |
|
|
1.994 |
$818M |
|
https://www.linkedin.com/company/wny-asset-management/ |
https://www.wnyasset.com/ |
WNY Asset Management is a fee-based financial advisor firm that's based out of Williamsville, New York. It owns a sister firm in Amherst, New York, called Spectrum Wealth Management that offers similar services, just on a smaller scale. WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ goals. |
|
| Wood Tarver Financial |
Kelly |
Wood |
Family Wealth Planner |
(208) 343-2001 |
WM |
Kelly.wood@woodtarver.com |
info@woodtarver.com |
1101 W. River Street, Suite 170 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/kellywoodboise/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wood-financial-group-rjfs/ |
https://woodtarverfinancial.com/ |
Wood Tarver Financial is dedicated to your personal vision planning – whatever your vision may be. We will help you define your goals, implement a plan and monitor your progress. We utilize a holistic approach including your needs, objectives, risk tolerance and goals along with tax and estate planning.
We take a comprehensive, financial planning approach with every client. We consider your income, taxes, family makeup, insurance, inheritance, estate plan and more. We feel its the only way to design your investments. Proper portfolio construction requires more than just a risk-tolerance questionnaire. There are many considerations in designing a portfolio for you. We take time to make sure we have information to select investments to meet your goals. We include income sources - such as Social Security, pension or rental income - as well as business / real estate interests. |
|
| Wood Tarver Financial |
Eric |
Tarver |
Family Wealth Planner |
(208) 343-2001 |
WM |
eric.tarver@woodtarver.com |
info@woodtarver.com |
1101 W. River Street, Suite 170 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/eric-tarver-5b138363/ |
|
2.007 |
|
|
https://www.linkedin.com/company/wood-financial-group-rjfs/ |
https://woodtarverfinancial.com/ |
Wood Tarver Financial is dedicated to your personal vision planning – whatever your vision may be. We will help you define your goals, implement a plan and monitor your progress. We utilize a holistic approach including your needs, objectives, risk tolerance and goals along with tax and estate planning.
We take a comprehensive, financial planning approach with every client. We consider your income, taxes, family makeup, insurance, inheritance, estate plan and more. We feel its the only way to design your investments. Proper portfolio construction requires more than just a risk-tolerance questionnaire. There are many considerations in designing a portfolio for you. We take time to make sure we have information to select investments to meet your goals. We include income sources - such as Social Security, pension or rental income - as well as business / real estate interests. |
|
| Woodard Wealth Management |
Daniel |
Woodard |
Founder |
(817) 600-5959 |
WM |
dan@woodardwealth.com |
dan@woodardwealth.com |
240 E. Renfro, Suite 202 |
Burleson |
TX |
76028 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-woodard-74b77b101/ |
|
2.018 |
|
|
https://www.linkedin.com/company/woodard-wealth-management/ |
https://www.woodardwealth.com/ |
Woodard Wealth Management offers all-encompassing investment services for our clients. As an investment advisor and business owner, my reputation thrives on a high-level of customer satisfaction. That's one reason I put my name on my business. When my clients are truly confident in their financial stability, I have done my job. Each one of us has different needs and goals. It takes a relationship and time to put together the right strategy for each of us and to continue to manage it going forward. From growing your wealth to planning for your family's future, I am your local, experienced investment advisor. |
|
| Woodman Asset Management |
Stefano |
Bianchi |
Head of Wealth & Asset Management Switzerland |
41 41 725 04 04 |
WM |
stefano.bianchi@woodman.ch |
info@woodman.ch |
Poststrasse 26 |
Zug |
|
6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/stefano-bianchi-b36a99/ |
|
2.010 |
|
|
https://www.linkedin.com/company/woodman-asset-management-ag/about/ |
https://www.woodman.ch |
WOODMAN is a company of independent thinkers operated by a new generation of result-oriented asset managers. We believe that clear, open and honest communication is key to delivering optimal asset management. We embrace transparency and take pride in using our multi-disciplinary skills to continually challenge convention and develop unique financial solutions that add value to your investment. |
|
| Woodman Asset Management |
Guilherme |
Azevedo |
Head of Group Development and Strategy |
41 41 725 04 04 |
WM |
guilherme.azevedo@woodman.ch |
info@woodman.ch |
Poststrasse 26 |
Zug |
|
6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/guilherme-azevedo-2a25b618/ |
|
2.010 |
|
|
https://www.linkedin.com/company/woodman-asset-management-ag/about/ |
https://www.woodman.ch |
WOODMAN is a company of independent thinkers operated by a new generation of result-oriented asset managers. We believe that clear, open and honest communication is key to delivering optimal asset management. We embrace transparency and take pride in using our multi-disciplinary skills to continually challenge convention and develop unique financial solutions that add value to your investment. |
|
| World Equity Group New Jersey |
Jeffrey |
Farrell |
Financial Advisor |
(732) 223-8505 |
WM |
jfarrell@weg1.com |
|
2430 Rt. 34 N Paynters Ridge Park Building B |
Manasquan |
NJ |
08736 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-farrell-crpc®-7287833b/ |
|
|
|
|
https://www.linkedin.com/company/j-t-farrell-&-associates-llc |
http://www.wegnj.com/ |
World Equity Group New Jersey and World Equity Group are independently owned and operated. Securities and Advisory Services are offered through World Equity Group.
World Equity Group, Member FINRA/SIPC is a full service, national network of independent planning and investment experts. Specializing in Financial Planning and Investor Education, World Equity Group provides service and support to their representatives including, trading and operations, product and market research, marketing, compliance and advisory services. |
|
| Worldview Wealth Advisors |
Andrew |
Fisher |
President & Chief Investment Officer |
(415) 671-4145 |
WM |
andrew@worldviewwealth.com |
|
One Sansome Street, Ste 3500 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/andrewfisher2/ |
|
2.005 |
|
|
https://www.linkedin.com/company/worldview-wealth-advisors/ |
https://www.worldviewwealth.com/ |
We are an independent firm delivering financial advice to globally oriented families in the U.S. and abroad. We specialize in investment management, tax strategies, and retirement planning - specifically tailored to international families living in the U.S., Americans abroad, and other investors seeking a more global perspective. We offer ongoing wealth management as well as one-time financial planning, with a goal to grow clients' wealth, help them make intelligent financial decisions, and ultimately to live better lives. |
|
| Worldview Wealth Advisors |
Nataliya |
Crouse |
Director of Operations and Client Services |
(415) 671-4145 |
WM |
nataliya@worldviewwealth.com |
|
One Sansome Street, Ste 3500 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/nataliyayarmoshcrouse/ |
|
2.005 |
|
|
https://www.linkedin.com/company/worldview-wealth-advisors/ |
https://www.worldviewwealth.com/ |
We are an independent firm delivering financial advice to globally oriented families in the U.S. and abroad. We specialize in investment management, tax strategies, and retirement planning - specifically tailored to international families living in the U.S., Americans abroad, and other investors seeking a more global perspective. We offer ongoing wealth management as well as one-time financial planning, with a goal to grow clients' wealth, help them make intelligent financial decisions, and ultimately to live better lives. |
|
| Worldview Wealth Advisors |
Brody |
Luebkeman |
Wealth Advisor |
(415) 671-4145 |
WM |
brody@worldviewwealth.com |
|
One Sansome Street, Ste 3500 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/brodyl/ |
|
2.005 |
|
|
https://www.linkedin.com/company/worldview-wealth-advisors/ |
https://www.worldviewwealth.com/ |
We are an independent firm delivering financial advice to globally oriented families in the U.S. and abroad. We specialize in investment management, tax strategies, and retirement planning - specifically tailored to international families living in the U.S., Americans abroad, and other investors seeking a more global perspective. We offer ongoing wealth management as well as one-time financial planning, with a goal to grow clients' wealth, help them make intelligent financial decisions, and ultimately to live better lives. |
|
| Worldview Wealth Advisors |
Bonnie |
Suveerachaimontian |
Wealth Advisor |
(415) 671-4145 |
WM |
bonnie@worldviewwealth.com |
|
One Sansome Street, Ste 3500 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/bsuveerachaimontian/ |
|
2.005 |
|
|
https://www.linkedin.com/company/worldview-wealth-advisors/ |
https://www.worldviewwealth.com/ |
We are an independent firm delivering financial advice to globally oriented families in the U.S. and abroad. We specialize in investment management, tax strategies, and retirement planning - specifically tailored to international families living in the U.S., Americans abroad, and other investors seeking a more global perspective. We offer ongoing wealth management as well as one-time financial planning, with a goal to grow clients' wealth, help them make intelligent financial decisions, and ultimately to live better lives. |
|
| Worth Asset Management, LLC |
Jim |
Clark |
Managing Member / Financial Advisor |
(877) 397-7011 |
WM |
jclark@worthassetmgmt.com |
jclark@worthassetmgmt.com |
16660 Dallas Parkway, Suite 2200 |
Dallas |
TX |
75248-2612 |
United States of America |
North America |
https://www.linkedin.com/in/jim-clark-5910b528/ |
Real Estate, Technology, Health Care, Foreign Countries, Energy, Bonds |
2.013 |
|
|
|
https://worthassetmgmt.com/ |
Worth Asset Management utilizes a targeted approach to indentify Exchange Traded Funds that are poised to increase in value and then applies disciplined and tactical management strategies to protect profits and minimize loss. We believe that a philosophy that seeks long term growth with downside protection is superior to a strategy that buys a pre-determined set of assets and then holds those investments without regard to changes in economic or market conditions. Recovering from large losses may become more difficult for people who are in retirement or approaching retirement.
> Strategic Investment Tools: The Tactical Portfolio is managed through a proprietary process of selecting assets that exhibit market leadership. The selection process includes sectors such as real estate, technology, health care, foreign countries, energy and bonds. The selections also include inverse funds that represent many of the same indexes and/or sectors. Our goal is to identify, screen and purchase assets such as Exchange Traded Funds (ETFs) showing market leadership regardless of overall market direction or conditions. Exchange Traded Funds offer intra-day liquidity, flexibility, efficiency and diversity. |
|
| WP Advisors, LLC |
Tony |
Spangenberg |
CoFounder |
(415) 777-2900 |
WM |
tony@wpadvisorsllc.com |
info@wpadvisorsllc.com |
1225 4th Street #317 |
San Francisco |
CA |
94158 |
United States of America |
North America |
https://www.linkedin.com/in/tony-spangenberg-42b4511/ |
|
1.999 |
$228 million |
|
https://www.linkedin.com/company/wp-advisors-llc/ |
http://www.wpadvisorsllc.com |
WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. In our view, wealth management is the true blending of strategic investment management and comprehensive financial planning. Everything we do is driven by our clients’ financial goals with no conflicts of interest. |
|
| WP Advisors, LLC |
Steve |
Philliber |
CoFounder |
(415) 777-2900 |
WM |
steve@wpadvisorsllc.com |
info@wpadvisorsllc.com |
1225 4th Street #317 |
San Francisco |
CA |
94158 |
United States of America |
North America |
https://www.linkedin.com/in/steve-philliber-0681291/ |
|
1.999 |
$228 million |
|
https://www.linkedin.com/company/wp-advisors-llc/ |
http://www.wpadvisorsllc.com |
WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. In our view, wealth management is the true blending of strategic investment management and comprehensive financial planning. Everything we do is driven by our clients’ financial goals with no conflicts of interest. |
|
| WP Advisors, LLC |
Jennifer |
Cooney |
CCO |
(415) 777-2900 |
WM |
jennifer@wpadvisorsllc.com |
info@wpadvisorsllc.com |
1225 4th Street #317 |
San Francisco |
CA |
94158 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-cooney-7a00934/ |
|
1.999 |
$228 million |
|
https://www.linkedin.com/company/wp-advisors-llc/ |
http://www.wpadvisorsllc.com |
WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. In our view, wealth management is the true blending of strategic investment management and comprehensive financial planning. Everything we do is driven by our clients’ financial goals with no conflicts of interest. |
|
| WS Wealth Management, LLC |
Brad |
Williams |
Managing Partner |
(208) 265-5959 |
WM |
brad@wsscpas.com |
|
708 Superior Street, Suite A |
Sandpoint |
ID |
83864 |
United States of America |
North America |
|
|
|
|
|
|
https://www.wswealthmanagementllc.com/ |
At WS, we believe that “True Wealth Management” should be a continuous, proactive, and dynamic process that includes regular discussions with you and your family. We believe ongoing discussions with you on the wealth management topics affecting your life provides a valuable, long-term relationship with you and your loved ones. Becoming a client of WS Wealth Management means you will receive timely and in-depth analysis, as well as focused recommendations, at the key milestones and decision points in your life. That is the essence of “True Wealth Management.” We are focused on building relationships that endure. Wealth management is more than just picking investments. It's about you. Your values, your goals, your dreams. That is why we developed "True Wealth Management," where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We strongly believe that we must develop a deep understanding of your values and financial picture in order to provide the most thoughtful, long-term solutions to achieve your goals and dreams. |
|
| WS Wealth Management, LLC |
Mark |
Schiller |
Managing Partner |
(208) 304-9313 |
WM |
mark@wsscpas.com |
|
4631 40th Ave. S, Suite 150 |
Fargo |
ND |
58104 |
United States of America |
North America |
|
|
|
|
|
|
https://www.wswealthmanagementllc.com/ |
At WS, we believe that “True Wealth Management” should be a continuous, proactive, and dynamic process that includes regular discussions with you and your family. We believe ongoing discussions with you on the wealth management topics affecting your life provides a valuable, long-term relationship with you and your loved ones. Becoming a client of WS Wealth Management means you will receive timely and in-depth analysis, as well as focused recommendations, at the key milestones and decision points in your life. That is the essence of “True Wealth Management.” We are focused on building relationships that endure. Wealth management is more than just picking investments. It's about you. Your values, your goals, your dreams. That is why we developed "True Wealth Management," where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We strongly believe that we must develop a deep understanding of your values and financial picture in order to provide the most thoughtful, long-term solutions to achieve your goals and dreams. |
|
| WS Wealth Management, LLC |
Jacob |
Styer |
Partner |
(208) 265-5959 |
WM |
jacob@wsscpas.com |
|
708 Superior Street, Suite A |
Sandpoint |
ID |
83864 |
United States of America |
North America |
|
|
|
|
|
|
https://www.wswealthmanagementllc.com/ |
At WS, we believe that “True Wealth Management” should be a continuous, proactive, and dynamic process that includes regular discussions with you and your family. We believe ongoing discussions with you on the wealth management topics affecting your life provides a valuable, long-term relationship with you and your loved ones. Becoming a client of WS Wealth Management means you will receive timely and in-depth analysis, as well as focused recommendations, at the key milestones and decision points in your life. That is the essence of “True Wealth Management.” We are focused on building relationships that endure. Wealth management is more than just picking investments. It's about you. Your values, your goals, your dreams. That is why we developed "True Wealth Management," where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We strongly believe that we must develop a deep understanding of your values and financial picture in order to provide the most thoughtful, long-term solutions to achieve your goals and dreams. |
|
| WSFS Wealth Investments |
Donna |
Cunningham |
Vice President, Chief Compliance & Administrative Officer |
(866) 727-6537 |
WM |
dcunningham@wsfsinvestments.com |
operations@wsfsinvestments.com |
3801 Kennett Pike, Suite C200 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/donnamcunningham/ |
|
2.000 |
$20.8B |
|
https://www.linkedin.com/company/wsfs-bank/ |
https://www.wsfsinvestments.com/ |
WSFS Wealth Investments was created more than 20 years ago, as 838 Investments, to provide our clients with advice in securities; investment advisory; insurance products; and financial, education, and retirement planning. If you’re a current client, you’ll find links to access your account, make appointments with us, and get up-to-date information about the stock markets.
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you. We appreciate your interest in WSFS Wealth Investments and sincerely look forward to serving you. |
|
| WSFS Wealth Investments |
Ted |
Quillen |
Vice President, Director of Wealth Investments, Financial Advisor |
(866) 727-6537 |
WM |
tquillen@wsfsinvestments.com |
operations@wsfsinvestments.com |
3801 Kennett Pike, Suite C200 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/tedquillen/ |
|
2.000 |
$20.8B |
|
https://www.linkedin.com/company/wsfs-bank/ |
https://www.wsfsinvestments.com/ |
WSFS Wealth Investments was created more than 20 years ago, as 838 Investments, to provide our clients with advice in securities; investment advisory; insurance products; and financial, education, and retirement planning. If you’re a current client, you’ll find links to access your account, make appointments with us, and get up-to-date information about the stock markets.
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you. We appreciate your interest in WSFS Wealth Investments and sincerely look forward to serving you. |
|
| WSFS Wealth Investments |
Trevor |
Conlon |
Vice President, Financial Advisor |
(866) 727-6537 |
WM |
tconlon@wsfsinvestments.com |
operations@wsfsinvestments.com |
3801 Kennett Pike, Suite C200 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/trevorconloninvestments/ |
|
2.000 |
$20.8B |
|
https://www.linkedin.com/company/wsfs-bank/ |
https://www.wsfsinvestments.com/ |
WSFS Wealth Investments was created more than 20 years ago, as 838 Investments, to provide our clients with advice in securities; investment advisory; insurance products; and financial, education, and retirement planning. If you’re a current client, you’ll find links to access your account, make appointments with us, and get up-to-date information about the stock markets.
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you. We appreciate your interest in WSFS Wealth Investments and sincerely look forward to serving you. |
|
| WSFS Wealth Investments |
Nick |
Frake |
Vice President, Financial Advisor |
(866) 727-6537 |
WM |
nfrake@wsfsinvestments.com |
operations@wsfsinvestments.com |
3801 Kennett Pike, Suite C200 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-frake-11610b111/ |
|
2.000 |
$20.8B |
|
https://www.linkedin.com/company/wsfs-bank/ |
https://www.wsfsinvestments.com/ |
WSFS Wealth Investments was created more than 20 years ago, as 838 Investments, to provide our clients with advice in securities; investment advisory; insurance products; and financial, education, and retirement planning. If you’re a current client, you’ll find links to access your account, make appointments with us, and get up-to-date information about the stock markets.
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you. We appreciate your interest in WSFS Wealth Investments and sincerely look forward to serving you. |
|
| WSFS Wealth Investments |
Perry |
Sutton |
Vice President, Financial Advisor |
(866) 727-6537 |
WM |
psutton@wsfsinvestments.com |
operations@wsfsinvestments.com |
3801 Kennett Pike, Suite C200 |
Greenville |
DE |
19807 |
United States of America |
North America |
https://www.linkedin.com/in/perrymsutton/ |
|
2.000 |
$20.8B |
|
https://www.linkedin.com/company/wsfs-bank/ |
https://www.wsfsinvestments.com/ |
WSFS Wealth Investments was created more than 20 years ago, as 838 Investments, to provide our clients with advice in securities; investment advisory; insurance products; and financial, education, and retirement planning. If you’re a current client, you’ll find links to access your account, make appointments with us, and get up-to-date information about the stock markets.
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you. We appreciate your interest in WSFS Wealth Investments and sincerely look forward to serving you. |
|
| WT Wealth Management, LLC |
John |
Heilner |
Chief Investment Officer |
(480) 589-7522 |
WM |
jheilner@wtwealthmanagement.com |
scottsdale@wtwealthmanagement.com |
7161 E. Rancho Vista Dr. Suite 112 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/john-heilner-92143753/ |
|
|
|
|
https://www.linkedin.com/company/wt-wealth-management/ |
https://www.wtwealthmanagement.com/ |
At WT Wealth Management our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management includes empowering our clients through education, to help them avoid those behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies, we reveal a sophisticated, flexible, disciplined approach that is academically structured and based on solid empirical data—not hunches, hopes or unproven theories. |
|
| WT Wealth Management, LLC |
Matthew |
Haertzen |
Senior Investment Advisor |
(520) 204-1058 |
WM |
mhaertzen@wtwealthmanagement.com |
scottsdale@wtwealthmanagement.com |
7161 E. Rancho Vista Dr. Suite 112 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/mhaertzen/ |
|
|
|
|
https://www.linkedin.com/company/wt-wealth-management/ |
https://www.wtwealthmanagement.com/ |
At WT Wealth Management our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management includes empowering our clients through education, to help them avoid those behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies, we reveal a sophisticated, flexible, disciplined approach that is academically structured and based on solid empirical data—not hunches, hopes or unproven theories. |
|
| WT Wealth Management, LLC |
Glenn |
Leest |
Investment Advisor |
(928) 699-9966 |
WM |
gleest@wtwealthmanagement.com |
scottsdale@wtwealthmanagement.com |
7161 E. Rancho Vista Dr. Suite 112 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/glennleest/ |
|
|
|
|
https://www.linkedin.com/company/wt-wealth-management/ |
https://www.wtwealthmanagement.com/ |
At WT Wealth Management our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management includes empowering our clients through education, to help them avoid those behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies, we reveal a sophisticated, flexible, disciplined approach that is academically structured and based on solid empirical data—not hunches, hopes or unproven theories. |
|
| WT Wealth Management, LLC |
Dave |
Johnson |
Chief Compliance Officer |
(435) 640-8236 |
WM |
djohnson@wtwealthmanagement.com |
scottsdale@wtwealthmanagement.com |
7161 E. Rancho Vista Dr. Suite 112 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/wt-wealth-management/ |
https://www.wtwealthmanagement.com/ |
At WT Wealth Management our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management includes empowering our clients through education, to help them avoid those behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies, we reveal a sophisticated, flexible, disciplined approach that is academically structured and based on solid empirical data—not hunches, hopes or unproven theories. |
|
| WT Wealth Management, LLC |
Ron |
Getto |
Senior Investment Advisor |
(914) 629-6714 |
WM |
rgetto@wtwealthmanagement.com |
scottsdale@wtwealthmanagement.com |
7161 E. Rancho Vista Dr. Suite 112 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/ron-getto-a9a6844a/ |
|
|
|
|
https://www.linkedin.com/company/wt-wealth-management/ |
https://www.wtwealthmanagement.com/ |
At WT Wealth Management our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management includes empowering our clients through education, to help them avoid those behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies, we reveal a sophisticated, flexible, disciplined approach that is academically structured and based on solid empirical data—not hunches, hopes or unproven theories. |
|
| Wyoming Wealth Management LLC |
Doran |
James |
Partner and CoFounder |
(307) 382-1177 |
WM |
doran.james@lpl.com |
|
2620 Commercial Way, Suite 100 |
Rock Springs |
WY |
82901 |
United States of America |
North America |
|
|
|
|
|
|
https://wyomingwealthmanagement.org/ |
Wyoming Wealth Management is a company that has been a long time aspiration for Michael Majhanovich and Doran James. Mike started in the securities business in 1988 and Doran started in 1987. Throughout their careers both advisors have looked for and always hoped for a better way to serve their clients. After much preparation, Mike & Doran opened Wyoming Wealth Management on 11-11-11, with the assistance of Tabatha Hale and Becky Moeller as Advisor assistants. Being backed by LPL financial allows this company, Wyoming Wealth Management, the opportunity to offer a wide range of products thru the nation’s top providers. Being a privately owned business allow us to assure that your needs come first, no two people have the same history or the same future, we are proud to offer services that will fit your individual goals and needs. |
|
| Wyoming Wealth Management LLC |
Michael |
Majhanovich |
Partner and CoFounder |
(307) 382-1177 |
WM |
Michael.Majhanovich@lpl.com |
|
2620 Commercial Way, Suite 100 |
Rock Springs |
WY |
82901 |
United States of America |
North America |
|
|
|
|
|
|
https://wyomingwealthmanagement.org/ |
Wyoming Wealth Management is a company that has been a long time aspiration for Michael Majhanovich and Doran James. Mike started in the securities business in 1988 and Doran started in 1987. Throughout their careers both advisors have looked for and always hoped for a better way to serve their clients. After much preparation, Mike & Doran opened Wyoming Wealth Management on 11-11-11, with the assistance of Tabatha Hale and Becky Moeller as Advisor assistants. Being backed by LPL financial allows this company, Wyoming Wealth Management, the opportunity to offer a wide range of products thru the nation’s top providers. Being a privately owned business allow us to assure that your needs come first, no two people have the same history or the same future, we are proud to offer services that will fit your individual goals and needs. |
|
| XO Wealth Management |
Matthew |
Fuller |
Managing Director |
(972) 335-8000 |
WM |
matt@xowealth.com |
|
14850 Quorum Dr, Suite 350 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/mattxoweatlh/ |
|
2.015 |
|
|
https://www.linkedin.com/company/xo-wealth-management |
https://www.xowealth.com |
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. |
|
| XO Wealth Management |
Todd |
Volkman |
Financial Advisor |
(214) 215-4300 |
WM |
todd@xowealth.com |
|
14850 Quorum Dr, Suite 350 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/toddvolkman/ |
|
2.015 |
|
|
https://www.linkedin.com/company/xo-wealth-management |
https://www.xowealth.com |
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. |
|
| XPYRIA Investment Advisors |
Michael |
Giammatteo |
Principal, Financial Strategist, Investment Committee Co-Chair |
(412) 232-3310 |
WM |
mgiammatteo@xpyriainvest.com |
advisors@xpyriainvest.com |
Two Gateway Center Suite 1850 603 Stanwix Street |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/mike-giammatteo-5727136/ |
|
1.990 |
|
|
https://www.linkedin.com/company/xpyria-investment-advisors-inc-/ |
http://xpyriainvestment.com/ |
XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest. |
|
| XPYRIA Investment Advisors |
Jana |
Graham |
Director of Operations |
(412) 232-3310 |
WM |
jgraham@xpyriainvest.com |
advisors@xpyriainvest.com |
Two Gateway Center Suite 1850 603 Stanwix Street |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/jana-graham-52b02672/ |
|
1.990 |
|
|
https://www.linkedin.com/company/xpyria-investment-advisors-inc-/ |
http://xpyriainvestment.com/ |
XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest. |
|
| Yardley Wealth Management, LLC |
Michael |
Garry |
Managing Member |
(267) 573-1019 |
WM |
mgarry@yardleywealth.net |
mgarry@yardleywealth.net |
37 S. Main Street |
Yardley |
PA |
1906 |
United States of America |
North America |
https://www.linkedin.com/in/michaelgarry/ |
|
2.006 |
$79M |
|
|
https://yardleywealth.net/ |
In February of 2006, Michael formed Yardley Wealth Management, LLC to better serve the needs of his clients. At Yardley Wealth Management, Michael, a CERTIFIED FINANCIAL PLANNER TM practitioner applies his experience, financial industry knowledge, and legal background to provide a seamless, thoughtful approach to wealth management. |
|
| Yerba Buena Financial Partners |
Andrew |
Zittell |
Founding Partner |
(415) 334-8000 |
WM |
andrew.zittell@ybfp.com |
info@ybfp.com |
1010 B Street, Suite 217 |
San Rafael |
CA |
94901 |
United States of America |
North America |
https://www.linkedin.com/in/andrewzittell/ |
|
2.004 |
|
|
https://www.linkedin.com/company/yerba-buena-financial-partners-llc/ |
https://ybfp.com |
Yerba Buena Financial Partners (YBFP) is a private wealth management firm providing truly independent boutique service with a dynamic process designed to help grow and protect wealth. Based in the San Francisco Bay Area, we are dedicated to helping individuals, businesses, and non-profits manage and distribute their wealth. |
|
| Young Financial Services |
Robert |
Young |
Financial Advisor |
(561) 427-6767 |
WM |
robert@youngfs.com |
robert@youngfs.com |
6671 West Indiantown Rd., Suite 50-226 |
Jupiter |
FL |
33458 |
United States of America |
North America |
|
|
|
|
|
|
http://www.youngfs.com/ |
|
|
| Young Wealth Management |
Kevin |
Young |
Founder and Principal |
(530) 231-5152 |
WM |
kevin@youngwealthmanagement.com |
|
502 Mace Blvd Suite 5 |
Davis |
CA |
95618 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-m-young-ea-cfp®-ab73a28/ |
|
|
|
|
|
http://www.youngwealthmanagement.com |
Young Wealth Management is an independent, Fee-Only®, Registered Investment Advisory firm. We work solely on a Fee-Only® basis. This means that we are one of the few firms that does not sell financial products such as insurance and investments. We are not sales people, we are advisors and we can do this because we are only compensated by our clients and never compensated by commissions, or referral fees. |
|
| Young Wealth Management |
Tom |
Young |
Co-Owner |
(954) 943-9654 |
WM |
tyoung@youngwm.com |
|
2038 NE 36th Street |
Lighthouse Point |
FL |
33064 |
United States of America |
North America |
|
|
2.000 |
|
|
https://www.linkedin.com/company/young-wealth-management-lighthouse-point-fl- |
http://www.youngwm.com/ |
Young Wealth Management is committed to assisting its clients work towards their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan, with a separate and independent phase that includes the implementation of detailed and specific recommendations, you can rest assured that your engagement will receive dedicated and professional handling, and the highest quality service possible. |
|
| Young Wealth Management |
Jeff |
Young |
Co-Owner |
(954) 943-9610 |
WM |
jyoung@youngwm.com |
|
2038 NE 36th Street |
Lighthouse Point |
FL |
33064 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-young-b44601b2/ |
|
2.000 |
|
|
https://www.linkedin.com/company/young-wealth-management-lighthouse-point-fl- |
http://www.youngwm.com/ |
Young Wealth Management is committed to assisting its clients work towards their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan, with a separate and independent phase that includes the implementation of detailed and specific recommendations, you can rest assured that your engagement will receive dedicated and professional handling, and the highest quality service possible. |
|
| Your Mental Wealth Advisors (Occidental Asset Management, LLC) |
Erin |
Hadley |
Managing Partner |
(650) 409-3888 |
WM |
ehadley@occamllc.net |
info@occamllc.net |
648 Chenery St. |
San Francisco |
CA |
94131 |
United States of America |
North America |
https://www.linkedin.com/in/erinhadleycfp/ |
|
2.001 |
|
|
https://www.linkedin.com/company/occidental-asset-management-llc-occam-/ |
https://www.yourmentalwealthadvisors.com/ |
Founded in 2001, Your Mental Wealth Advisors (Occidental Asset Management, LLC) (OCCAM) we are a fee-only, Registered Investment Advisor and Financial Life Management firm that provides our clients with financial planning and investment advisory services. |
|
| Your Mental Wealth Advisors (Occidental Asset Management, LLC) |
Nathan |
Hatton Walsh |
Managing Principal,
Executive Director of Asset Management & Chief Compliance Officer |
(650) 409-3888 |
WM |
nwalsh@occamllc.net |
info@occamllc.net |
648 Chenery St. |
San Francisco |
CA |
94131 |
United States of America |
North America |
|
|
2.001 |
|
|
https://www.linkedin.com/company/occidental-asset-management-llc-occam-/ |
https://www.yourmentalwealthadvisors.com/ |
Founded in 2001, Your Mental Wealth Advisors (Occidental Asset Management, LLC) (OCCAM) we are a fee-only, Registered Investment Advisor and Financial Life Management firm that provides our clients with financial planning and investment advisory services. |
|
| Yuma Investment Group |
Tom |
Rush |
Founder & Wealth Advisor |
(928) 329-1700 |
WM |
tom@yigwm.com |
info@yigwm.com |
182 East 16th St., Suite D |
Yuma |
AZ |
85364 |
United States of America |
North America |
https://www.linkedin.com/in/tommrush/ |
|
2.001 |
|
|
https://www.linkedin.com/in/yuma-investment-group-wealth-management-74b93193/ |
https://www.yumainvestmentgroup.com/ |
Yuma Investment Group Wealth Management is a Yuma, Arizona based wealth management firm founded by Tom Rush in 2001. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. |
|
| Yuma Investment Group |
Adrian |
Elder |
Managing Partner & Wealth Advisor |
(928) 329-1700 |
WM |
adrian@yigwm.com |
info@yigwm.com |
182 East 16th St., Suite D |
Yuma |
AZ |
85364 |
United States of America |
North America |
https://www.linkedin.com/in/adrian-elder-aif-frc-ppc-5b296121/ |
|
2.001 |
|
|
https://www.linkedin.com/in/yuma-investment-group-wealth-management-74b93193/ |
https://www.yumainvestmentgroup.com/ |
Yuma Investment Group Wealth Management is a Yuma, Arizona based wealth management firm founded by Tom Rush in 2001. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. |
|
| Yuma Investment Group |
George |
Davis |
Managing Partner & Wealth Advisor |
(928) 329-1700 |
WM |
george@yigwm.com |
info@yigwm.com |
182 East 16th St., Suite D |
Yuma |
AZ |
85364 |
United States of America |
North America |
https://www.linkedin.com/in/george-davis-b4055016/ |
|
2.001 |
|
|
https://www.linkedin.com/in/yuma-investment-group-wealth-management-74b93193/ |
https://www.yumainvestmentgroup.com/ |
Yuma Investment Group Wealth Management is a Yuma, Arizona based wealth management firm founded by Tom Rush in 2001. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. |
|
| Yuma Investment Group |
Tim |
Avila |
Wealth Advisor |
(928) 329-1700 |
WM |
tim@yigwm.com |
info@yigwm.com |
182 East 16th St., Suite D |
Yuma |
AZ |
85364 |
United States of America |
North America |
https://www.linkedin.com/in/tim-avila-0a352780/ |
|
2.001 |
|
|
https://www.linkedin.com/in/yuma-investment-group-wealth-management-74b93193/ |
https://www.yumainvestmentgroup.com/ |
Yuma Investment Group Wealth Management is a Yuma, Arizona based wealth management firm founded by Tom Rush in 2001. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. |
|
| Yuma Investment Group |
Shawn |
McKeown |
Wealth Advisor |
(928) 329-1700 |
WM |
shawn@yigwm.com |
info@yigwm.com |
182 East 16th St., Suite D |
Yuma |
AZ |
85364 |
United States of America |
North America |
https://www.linkedin.com/in/shawn-mckeown-mba-9a0a7a13a/ |
|
2.001 |
|
|
https://www.linkedin.com/in/yuma-investment-group-wealth-management-74b93193/ |
https://www.yumainvestmentgroup.com/ |
Yuma Investment Group Wealth Management is a Yuma, Arizona based wealth management firm founded by Tom Rush in 2001. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. |
|
| Zacks Investment Management |
Frank Christopher |
Lanza |
Chief Compliance Officer |
(312) 265-9263 |
WM |
frank.lanza@zackswmg.com |
|
One South Wacker Drive, Suite 2700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/investmentcompliance/ |
|
1.992 |
|
|
https://www.linkedin.com/company/zacks-investment-management/ |
http://www.zackswmg.com/ |
Zacks Investment Management is a leading, independent wealth management firm, with an expertise on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S. |
|
| Zalayet Wealth Management Group of Wells Fargo Advisors |
Eddie |
Zalayet |
Managing Director - Investment Officer |
(415) 395-2735, (415) 291-8657 |
WM |
eddie.zalayet@wfadvisors.com |
|
555 California Street, Suite 2300 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/eddie-zalayet-cfp®-a37174/ |
|
1.997 |
|
|
|
https://fa.wellsfargoadvisors.com/eddie-zalayet/ |
Eddie Zalayet has been in the securities industry since 1998. He began his career in investment management with a commitment to helping individual and institutional investors in the U.S. and abroad meet their financial goals. This commitment remains the focus of his practice through the many changes we’ve seen in the global financial landscape, from major market shifts, to economic booms and busts, and through profound technological advances.
Eddie is a member of a small, select group of financial advisors who have earned the discretion to trade on their clients’ behalf through the Private Investment Management (PIM)(1) program. He has been one of Wells Fargo Advisors’ Premier Advisors from 2011-2019, a distinction held by the firm’s top advisors who have demonstrated an ability to deliver outstanding client service as measured by three or more of the following: length of service with the firm, completion of educational components, business production, and professionalism. Eddie also holds the industry’s prestigious Certified Financial Planner™ (CFP®) certification and has been named as a 2019 Best in State Wealth Advisor by Forbes(2), an achievement confirming his commitment to clients.
After graduating from Brandeis University with a Bachelor of Arts in Economics, Eddie went on to earn a Master of Arts in International Economics and Finance through an accelerated program at Brandeis. He speaks five languages, polished over years of travel and study abroad. |
|
| Zalayet Wealth Management Group of Wells Fargo Advisors |
Cynthia |
Picha |
Senior Registered Client Associate |
(415) 395-2486 |
WM |
cynthia.picha@wfadvisors.com |
|
555 California Street, Suite 2300 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/cynthia-picha-96222a20/ |
|
1.997 |
|
|
|
https://fa.wellsfargoadvisors.com/eddie-zalayet/ |
Eddie Zalayet has been in the securities industry since 1998. He began his career in investment management with a commitment to helping individual and institutional investors in the U.S. and abroad meet their financial goals. This commitment remains the focus of his practice through the many changes we’ve seen in the global financial landscape, from major market shifts, to economic booms and busts, and through profound technological advances.
Eddie is a member of a small, select group of financial advisors who have earned the discretion to trade on their clients’ behalf through the Private Investment Management (PIM)(1) program. He has been one of Wells Fargo Advisors’ Premier Advisors from 2011-2019, a distinction held by the firm’s top advisors who have demonstrated an ability to deliver outstanding client service as measured by three or more of the following: length of service with the firm, completion of educational components, business production, and professionalism. Eddie also holds the industry’s prestigious Certified Financial Planner™ (CFP®) certification and has been named as a 2019 Best in State Wealth Advisor by Forbes(2), an achievement confirming his commitment to clients.
After graduating from Brandeis University with a Bachelor of Arts in Economics, Eddie went on to earn a Master of Arts in International Economics and Finance through an accelerated program at Brandeis. He speaks five languages, polished over years of travel and study abroad. |
|
| Zalayet Wealth Management Group of Wells Fargo Advisors |
Stephanie |
Werden |
Senior Registered Client Associate |
(415) 291-1296 |
WM |
stephanie.werden@wfadvisors.com |
|
555 California Street, Suite 2300 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-werden/ |
|
1.997 |
|
|
|
https://fa.wellsfargoadvisors.com/eddie-zalayet/ |
Eddie Zalayet has been in the securities industry since 1998. He began his career in investment management with a commitment to helping individual and institutional investors in the U.S. and abroad meet their financial goals. This commitment remains the focus of his practice through the many changes we’ve seen in the global financial landscape, from major market shifts, to economic booms and busts, and through profound technological advances.
Eddie is a member of a small, select group of financial advisors who have earned the discretion to trade on their clients’ behalf through the Private Investment Management (PIM)(1) program. He has been one of Wells Fargo Advisors’ Premier Advisors from 2011-2019, a distinction held by the firm’s top advisors who have demonstrated an ability to deliver outstanding client service as measured by three or more of the following: length of service with the firm, completion of educational components, business production, and professionalism. Eddie also holds the industry’s prestigious Certified Financial Planner™ (CFP®) certification and has been named as a 2019 Best in State Wealth Advisor by Forbes(2), an achievement confirming his commitment to clients.
After graduating from Brandeis University with a Bachelor of Arts in Economics, Eddie went on to earn a Master of Arts in International Economics and Finance through an accelerated program at Brandeis. He speaks five languages, polished over years of travel and study abroad. |
|
| Zalayet Wealth Management Group of Wells Fargo Advisors |
Rosanna |
Tokar |
Registered Client Associate |
(415) 395-2728 |
WM |
rosanna.tokar@wfadvisors.com |
|
555 California Street, Suite 2300 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/rosannatokar/ |
|
1.997 |
|
|
|
https://fa.wellsfargoadvisors.com/eddie-zalayet/ |
Eddie Zalayet has been in the securities industry since 1998. He began his career in investment management with a commitment to helping individual and institutional investors in the U.S. and abroad meet their financial goals. This commitment remains the focus of his practice through the many changes we’ve seen in the global financial landscape, from major market shifts, to economic booms and busts, and through profound technological advances.
Eddie is a member of a small, select group of financial advisors who have earned the discretion to trade on their clients’ behalf through the Private Investment Management (PIM)(1) program. He has been one of Wells Fargo Advisors’ Premier Advisors from 2011-2019, a distinction held by the firm’s top advisors who have demonstrated an ability to deliver outstanding client service as measured by three or more of the following: length of service with the firm, completion of educational components, business production, and professionalism. Eddie also holds the industry’s prestigious Certified Financial Planner™ (CFP®) certification and has been named as a 2019 Best in State Wealth Advisor by Forbes(2), an achievement confirming his commitment to clients.
After graduating from Brandeis University with a Bachelor of Arts in Economics, Eddie went on to earn a Master of Arts in International Economics and Finance through an accelerated program at Brandeis. He speaks five languages, polished over years of travel and study abroad. |
|
| Zemenick & Walker, Inc. |
Bryan |
Schulz |
Vice President & Portfolio Manager |
(314) 862-5525 |
WM |
bschultz@zandw.com |
info@zandw.com |
8182 Maryland Avenue, Suite 200 |
St. Louis |
MO |
63105 |
United States of America |
North America |
https://www.linkedin.com/in/bryan-schulz-067a93104/ |
|
|
$1.8B |
|
|
http://www.zandw.com/ |
Zemenick & Walker, Inc., is a registered investment advisory firm in Clayton, Missouri, specializing in handling the asset management needs of high net worth individuals, qualified retirement plans, and not-for-profit entities. |
|
| Zevin Asset Management, LLC |
Sonia |
Kowal |
President |
(617) 742-6666 |
WM |
sonia@zevin.com |
invest@zevin.com |
2 Oliver Street, Suite 806 |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/sonia-kowal-1277a05/ |
|
1.997 |
$554 million |
|
https://www.linkedin.com/company/zevin-asset-management-zam-/ |
https://www.zevin.com/ |
Zevin Asset Management is a boutique investment manager with a global focus that integrates sustainability into professional investment management for individuals, families, religious institutions, and non-profits. |
|
| Zevin Asset Management, LLC |
Steven |
Dray |
Chief Investment Officer, Senior Portfolio Manager |
(617) 742-6666 |
WM |
steven@zevin.com |
invest@zevin.com |
2 Oliver Street, Suite 806 |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/stevendray/ |
|
1.997 |
$554 million |
|
https://www.linkedin.com/company/zevin-asset-management-zam-/ |
https://www.zevin.com/ |
Zevin Asset Management is a boutique investment manager with a global focus that integrates sustainability into professional investment management for individuals, families, religious institutions, and non-profits. |
|
| Zevin Asset Management, LLC |
Jennifer |
Kelley |
Operations Manager, Chief Compliance Officer |
(617) 742-6666 |
WM |
jennifer@zevin.com |
invest@zevin.com |
2 Oliver Street, Suite 806 |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-kelley-761b81115/ |
|
1.997 |
$554 million |
|
https://www.linkedin.com/company/zevin-asset-management-zam-/ |
https://www.zevin.com/ |
Zevin Asset Management is a boutique investment manager with a global focus that integrates sustainability into professional investment management for individuals, families, religious institutions, and non-profits. |
|
| Zevin Asset Management, LLC |
Pat Miguel |
Tomaino |
Director of Socially Responsible Investing |
(617) 742-6666 |
WM |
pat@zevin.com |
invest@zevin.com |
2 Oliver Street, Suite 806 |
Boston |
MA |
02108 |
United States of America |
North America |
https://www.linkedin.com/in/tomaino/ |
|
1.997 |
$554 million |
|
https://www.linkedin.com/company/zevin-asset-management-zam-/ |
https://www.zevin.com/ |
Zevin Asset Management is a boutique investment manager with a global focus that integrates sustainability into professional investment management for individuals, families, religious institutions, and non-profits. |
|
| Zhang Financial |
Charles |
Zhang |
Managing Partner & CEO |
(269) 385-5888 |
WM |
charles.zhang@zhangfinancial.com |
clientservice@zhangfinancial.com |
5931 Oakland Drive |
Portage |
MI |
49024 |
United States of America |
North America |
https://www.linkedin.com/in/charles-zhang-cfp®-mba-msfs-chfc-clu-61541835/ |
|
1.991 |
$2.4B |
|
https://www.linkedin.com/company/zhang-financial/ |
https://www.zhangfinancial.com/ |
Zhang Financial is a fee-only advisory firm. Charles and Lynn Zhang are proud members of NAPFA, the National Association of Personal Financial Advisors. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments. Please check out the NAPFA Website or read the Frequently Asked Questions below for more information. NAPFA defines a fee-only advisor as one who is compensated solely from the client. Neither the advisor or any related party may receive compensation contingent on the purchase or sale of a financial product. NAPFA members cannot receive commissions, rebates, finder's fees, or any other form of compensation from third-parties as a result of implementing their investment recommendations. |
|
| Zhang Financial |
Lynn |
Chen-Zhang |
Partner, COO & Chief Compliance Officer |
(269) 385-5888 |
WM |
lynn.chenzhang@zhangfinancial.com |
clientservice@zhangfinancial.com |
5931 Oakland Drive |
Portage |
MI |
49024 |
United States of America |
North America |
https://www.linkedin.com/in/lynn-chen-zhang-cfp®-cpa-mba-ms-0aa9b658/ |
|
1.991 |
$2.4B |
|
https://www.linkedin.com/company/zhang-financial/ |
https://www.zhangfinancial.com/ |
Zhang Financial is a fee-only advisory firm. Charles and Lynn Zhang are proud members of NAPFA, the National Association of Personal Financial Advisors. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments. Please check out the NAPFA Website or read the Frequently Asked Questions below for more information. NAPFA defines a fee-only advisor as one who is compensated solely from the client. Neither the advisor or any related party may receive compensation contingent on the purchase or sale of a financial product. NAPFA members cannot receive commissions, rebates, finder's fees, or any other form of compensation from third-parties as a result of implementing their investment recommendations. |
|
| Ziegler Capital Management |
Scott |
Roberts |
President and CEO |
(312) 368-1442 |
WM |
sroberts@zieglercap.com |
letters@zieglercap.com |
70 West Madison Street | Suite 2400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/scott-roberts-7107b8a/ |
|
1.991 |
$11 billion |
|
https://www.linkedin.com/company/ziegler-capital-management-llc |
http://www.zieglercap.com |
Ziegler Capital Management is a premier asset management firm comprised of investment teams employing repeatable processes providing tailored investment solutions across the fixed income and equity markets. |
|
| Ziegler Capital Management |
Paula |
Horna |
Chief Investment Officer, Senior Portfolio Manager |
(312) 368-1442 |
WM |
phorn@zieglercap.com |
letters@zieglercap.com |
70 West Madison Street | Suite 2400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/paula-horn-1a167aa/ |
|
1.991 |
$11 billion |
|
https://www.linkedin.com/company/ziegler-capital-management-llc |
http://www.zieglercap.com |
Ziegler Capital Management is a premier asset management firm comprised of investment teams employing repeatable processes providing tailored investment solutions across the fixed income and equity markets. |
|
| Ziegler Capital Management |
John |
Brinckerhoff Sr |
CMO |
(312) 368-1442 |
WM |
jkb@zieglercap.com |
letters@zieglercap.com |
70 West Madison Street | Suite 2400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/johnbrinckerhoff/ |
|
1.991 |
$11 billion |
|
https://www.linkedin.com/company/ziegler-capital-management-llc |
http://www.zieglercap.com |
Ziegler Capital Management is a premier asset management firm comprised of investment teams employing repeatable processes providing tailored investment solutions across the fixed income and equity markets. |
|
| Ziegler Capital Management |
Jack |
O'Callahan |
Senior Managing Director |
Direct: (312) 244-9097 |
WM |
oc@zieglercap.com |
letters@zieglercap.com |
70 West Madison Street | Suite 2400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/jack-o-callahan-068244a/ |
|
1.991 |
$11 billion |
|
https://www.linkedin.com/company/ziegler-capital-management-llc |
http://www.zieglercap.com |
Ziegler Capital Management is a premier asset management firm comprised of investment teams employing repeatable processes providing tailored investment solutions across the fixed income and equity markets. |
|
| Ziegler Capital Management |
Craig |
Vanucci |
Managing Director, Sales and Client Service |
(312) 368-1442 |
WM |
cvanucci@zieglercap.com |
letters@zieglercap.com |
70 West Madison Street | Suite 2400 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/craig-vanucci-ba288291/ |
|
|
$11 billion |
|
https://www.linkedin.com/company/ziegler-capital-management-llc |
http://www.zieglercap.com |
Ziegler Capital Management is a premier asset management firm comprised of investment teams employing repeatable processes providing tailored investment solutions across the fixed income and equity markets. |
|
| Zions Capital Advisors, Inc. |
Scott |
Anderson |
President & CEO |
(801) 844-7170 |
WM |
Scott.Anderson@zionsbank.com |
info@zionsbank.com |
1 S Main St., Suite 700 |
Salt Lake City |
UT |
84133 |
United States of America |
North America |
https://www.linkedin.com/in/ascottanderson/ |
|
1.873 |
|
|
https://www.linkedin.com/company/zions-bank/ |
https://www.zionsbank.com/ |
Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market businesses, nonprofits, corporations and institutions, Zions Bank provides a wide range of traditional banking and innovative technology services. Through its network of 122 full-service financial centers across Utah, Idaho and Wyoming, the bank offers consumers a range of mortgage and home equity loan options, AmaZing Rewards® credit cards, Private and Executive Banking services, and online and mobile banking. Dedicated to supporting economic development in the communities it serves, Zions Bank is a consistent market leader in US Small Business Administration lending and is known for its local decision making. Companies can find solutions through the bank’s range of commercial loans, international banking services and award-winning Treasury Management solutions. |
|
| Zions Capital Advisors, Inc. |
Rob |
Brough |
EVP Marketing & Communications |
(801) 844-7979 |
WM |
Robert.Brough@zionsbank.com |
info@zionsbank.com |
1 S Main St., Suite 700 |
Salt Lake City |
UT |
84133 |
United States of America |
North America |
https://www.linkedin.com/in/rob-brough-1015966/ |
|
1.873 |
|
|
https://www.linkedin.com/company/zions-bank/ |
https://www.zionsbank.com/ |
Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market businesses, nonprofits, corporations and institutions, Zions Bank provides a wide range of traditional banking and innovative technology services. Through its network of 122 full-service financial centers across Utah, Idaho and Wyoming, the bank offers consumers a range of mortgage and home equity loan options, AmaZing Rewards® credit cards, Private and Executive Banking services, and online and mobile banking. Dedicated to supporting economic development in the communities it serves, Zions Bank is a consistent market leader in US Small Business Administration lending and is known for its local decision making. Companies can find solutions through the bank’s range of commercial loans, international banking services and award-winning Treasury Management solutions. |
|
| Zions Capital Advisors, Inc. |
Tom |
Etzel |
EVP Corporate Banking |
(801) 844-7122 |
WM |
Thomas.Etzel@zionsbank.com |
info@zionsbank.com |
1 S Main St., Suite 700 |
Salt Lake City |
UT |
84133 |
United States of America |
North America |
https://www.linkedin.com/in/tom-etzel-215a2011/ |
|
1.873 |
|
|
https://www.linkedin.com/company/zions-bank/ |
https://www.zionsbank.com/ |
Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market businesses, nonprofits, corporations and institutions, Zions Bank provides a wide range of traditional banking and innovative technology services. Through its network of 122 full-service financial centers across Utah, Idaho and Wyoming, the bank offers consumers a range of mortgage and home equity loan options, AmaZing Rewards® credit cards, Private and Executive Banking services, and online and mobile banking. Dedicated to supporting economic development in the communities it serves, Zions Bank is a consistent market leader in US Small Business Administration lending and is known for its local decision making. Companies can find solutions through the bank’s range of commercial loans, international banking services and award-winning Treasury Management solutions. |
|
| Zions Capital Advisors, Inc. |
Kay |
Hall |
EVP & CFO |
(801) 844-7172 |
WM |
Kay.Hall@zionsbank.com |
info@zionsbank.com |
1 S Main St., Suite 700 |
Salt Lake City |
UT |
84133 |
United States of America |
North America |
https://www.linkedin.com/in/kay-hall-5739aa1b/ |
|
1.873 |
|
|
https://www.linkedin.com/company/zions-bank/ |
https://www.zionsbank.com/ |
Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market businesses, nonprofits, corporations and institutions, Zions Bank provides a wide range of traditional banking and innovative technology services. Through its network of 122 full-service financial centers across Utah, Idaho and Wyoming, the bank offers consumers a range of mortgage and home equity loan options, AmaZing Rewards® credit cards, Private and Executive Banking services, and online and mobile banking. Dedicated to supporting economic development in the communities it serves, Zions Bank is a consistent market leader in US Small Business Administration lending and is known for its local decision making. Companies can find solutions through the bank’s range of commercial loans, international banking services and award-winning Treasury Management solutions. |
|
| Zions Capital Advisors, Inc. |
Cory |
Gardiner |
EVP Business & Consumer Banking |
(801) 844-8797 |
WM |
Cory.Gardiner@zionsbank.com |
info@zionsbank.com |
1 S Main St., Suite 700 |
Salt Lake City |
UT |
84133 |
United States of America |
North America |
https://www.linkedin.com/in/cory-gardiner-4232382/ |
|
1.873 |
|
|
https://www.linkedin.com/company/zions-bank/ |
https://www.zionsbank.com/ |
Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market businesses, nonprofits, corporations and institutions, Zions Bank provides a wide range of traditional banking and innovative technology services. Through its network of 122 full-service financial centers across Utah, Idaho and Wyoming, the bank offers consumers a range of mortgage and home equity loan options, AmaZing Rewards® credit cards, Private and Executive Banking services, and online and mobile banking. Dedicated to supporting economic development in the communities it serves, Zions Bank is a consistent market leader in US Small Business Administration lending and is known for its local decision making. Companies can find solutions through the bank’s range of commercial loans, international banking services and award-winning Treasury Management solutions. |
|
| Ziv Investment Company |
Peter |
Ziv |
President |
(312) 427-7208 |
WM |
pgziv@zivinvestment.com |
|
141 Jackson Blvd, #2095 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/peter-ziv-3442a42a/ |
|
|
|
|
|
http://www.zivinvestment.com/ |
Ziv Investment Company is a privately-owned, full-service broker-dealer and registered investment advisor, providing quality investment service to high net worth individuals and institutions. Ziv is also a member of the National Association of Securities Dealers and investments at Ziv are SIPC insured. Bernard G. Ziv Jr. established Ziv Investment Company in 1969 in Chicago as a fully disclosed broker dealer. The innovative firm became a founding member of the Chicago Board Options Exchange in 1973 and calls the Chicago Board of Trading building home. |
|
| Ziv Investment Company |
Pamela |
Lambert |
Principal |
(312) 427-7208 |
WM |
plambert@zivinvestment.com |
|
141 Jackson Blvd, #2095 |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/ofa-pam-lambert-84015834/ |
|
|
|
|
|
http://www.zivinvestment.com/ |
Ziv Investment Company is a privately-owned, full-service broker-dealer and registered investment advisor, providing quality investment service to high net worth individuals and institutions. Ziv is also a member of the National Association of Securities Dealers and investments at Ziv are SIPC insured. Bernard G. Ziv Jr. established Ziv Investment Company in 1969 in Chicago as a fully disclosed broker dealer. The innovative firm became a founding member of the Chicago Board Options Exchange in 1973 and calls the Chicago Board of Trading building home. |
|
| ZRC Wealth Management, LLC |
Barry |
Mendelson |
Wealth Advisor & Managing Partner |
(925) 962-5600 |
WM |
barry@zrcwm.com |
|
200 Pringle Avenue, Suite 400 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/barry-mendelson-cfp®-86626a7/ |
|
1.999 |
$177 million |
|
https://www.linkedin.com/company/zrc-wealth-management-llc |
http://zrcwm.com |
Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor with offices in Santa Rosa, Walnut Creek, and St. Helena. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. ZRC manages more than $190 million for 140 families, individuals, and company retirement plans. |
|
| ZRC Wealth Management, LLC |
Ryan |
Kosakura |
Wealth Advisor and Director of Research |
(925) 962-5600 |
WM |
ryan@zrcwm.com |
|
200 Pringle Avenue, Suite 400 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/ryankosakura/ |
|
1.999 |
$177 million |
|
https://www.linkedin.com/company/zrc-wealth-management-llc |
http://zrcwm.com |
Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor with offices in Santa Rosa, Walnut Creek, and St. Helena. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. ZRC manages more than $190 million for 140 families, individuals, and company retirement plans. |
|
| ZRC Wealth Management, LLC |
Richard |
Clarke |
Chairman Emeritus |
(925) 962-5600 |
WM |
rick@zrcwm.com |
|
200 Pringle Avenue, Suite 400 |
Walnut Creek |
CA |
94596 |
United States of America |
North America |
https://www.linkedin.com/in/rick-clarke-b9894013/ |
|
1.999 |
$177 million |
|
https://www.linkedin.com/company/zrc-wealth-management-llc |
http://zrcwm.com |
Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor with offices in Santa Rosa, Walnut Creek, and St. Helena. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. ZRC manages more than $190 million for 140 families, individuals, and company retirement plans. |
|
| Zuckerman Investment Group |
Sherwin |
Zuckerman |
Executive Chairman |
(312) 948-8000 |
WM |
sz@zuckermaninvestmentgroup.com |
|
155 North Wacker Dr. Suite 1700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/sherwin-zuckerman-126b2534/ |
|
2.005 |
|
|
https://www.linkedin.com/company/zuckerman-investment-group/ |
https://zuckermaninvestmentgroup.com/ |
Zuckerman Investment Group is a family-owned and independent registered investment advisor headquartered in Chicago, Illinois. It was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management. Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $835 million on their behalf. |
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| Zuckerman Investment Group |
Daniel |
Zuckerman |
President & CEO |
(312) 948-8000 |
WM |
dz@zuckermaninvestmentgroup.com |
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155 North Wacker Dr. Suite 1700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-zuckerman-cfa-7b3a954b/ |
|
2.005 |
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|
https://www.linkedin.com/company/zuckerman-investment-group/ |
https://zuckermaninvestmentgroup.com/ |
Zuckerman Investment Group is a family-owned and independent registered investment advisor headquartered in Chicago, Illinois. It was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management. Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $835 million on their behalf. |
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| Zuckerman Investment Group |
Michael |
Fisherman |
Senior Investment Analyst |
(312) 948-8000 |
WM |
mf@zuckermaninvestmentgroup.com |
|
155 North Wacker Dr. Suite 1700 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
|
2.005 |
|
|
https://www.linkedin.com/company/zuckerman-investment-group/ |
https://zuckermaninvestmentgroup.com/ |
Zuckerman Investment Group is a family-owned and independent registered investment advisor headquartered in Chicago, Illinois. It was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management. Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $835 million on their behalf. |
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| Zuckerman Investment Group |
Kelly |
Lavieri Palmer |
Director of Operations & CCO |
(312) 948-8000 |
WM |
kp@zuckermaninvestmentgroup.com |
|
155 North Wacker Dr. Suite 1700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/kellylavieri/ |
|
2.005 |
|
|
https://www.linkedin.com/company/zuckerman-investment-group/ |
https://zuckermaninvestmentgroup.com/ |
Zuckerman Investment Group is a family-owned and independent registered investment advisor headquartered in Chicago, Illinois. It was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management. Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $835 million on their behalf. |
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| Zuckerman Investment Group |
Keith |
Schicker |
Senior Investment Analyst |
(312) 948-8000 |
WM |
ks@zuckermaninvestmentgroup.com |
|
155 North Wacker Dr. Suite 1700 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/keithrschicker/ |
|
2.005 |
|
|
https://www.linkedin.com/company/zuckerman-investment-group/ |
https://zuckermaninvestmentgroup.com/ |
Zuckerman Investment Group is a family-owned and independent registered investment advisor headquartered in Chicago, Illinois. It was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management. Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $835 million on their behalf. |
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| Perpetual Limited |
Nicholas |
Lipscombe |
Partner & Head of Family Office |
61 4 1783 3644 |
WM |
nicholas.lipscombe@yahoo.com |
|
Level 11, 101 Grenfell Street |
Adelaide |
SA |
5000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/nicholas-lipscombe-8b887b13/ |
Wealth Funds, Financial Advice, Philanthropic Services, Asset Management, Managed Funds, Australian Equities, Global Equities, Fixed Income, Trustee Services, Securitisation, Superannuation, Retirement Planning |
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|
|
https://www.linkedin.com/company/perpetual-limited/ |
https://www.perpetual.com.au/ |
The Perpetual Family Office can help prepare the next generation to become responsible stewards and managers of the family wealth, with respect for the value of money. With the right conversations, planning and implementation, your family will be able to make the most of their opportunities for generations to come. |
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| Perpetual Limited |
Frederick |
Cotter |
Associate Partner - Family Office |
65 2 9229 9000 |
WM |
frederick.cotter@perpetual.com.au |
|
Angel Place, Level 18, 123 Pitt Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/frederickcotter/ |
Wealth Funds, Financial Advice, Philanthropic Services, Asset Management, Managed Funds, Australian Equities, Global Equities, Fixed Income, Trustee Services, Securitisation, Superannuation, Retirement Planning |
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|
|
https://www.linkedin.com/company/perpetual-limited/ |
https://www.perpetual.com.au/ |
The Perpetual Family Office can help prepare the next generation to become responsible stewards and managers of the family wealth, with respect for the value of money. With the right conversations, planning and implementation, your family will be able to make the most of their opportunities for generations to come. |
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| Taler Planejamentos Financeiros LTDA |
Paulo |
Colaferro |
Founding Partner & CFO |
Direct: 55 (11) 2222-1160 Ext. 1001, Mobile: 55 (11) 99207-5110 |
https://www.linkedin.com/company/taler-planejamentos-financeiros-ltda/ |
paulo@taler.com.br |
taler@taler.com.br |
Rua Joaquim Floriano, 1120, 7º andar – Itaim Bibi |
Sao Paulo |
SP |
04534-004 |
Brazil |
South America |
Pontifícia Universidade Católica de São Paulo |
https://www.linkedin.com/in/paulo-colaferro-cfp®-60065113/ |
|
2004 |
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https://taler.com.br/ |
| Taler Planejamentos Financeiros LTDA |
Mari |
Emmanouilides |
Founding Partner & CEO |
55 (11) 3707-3040 |
https://www.linkedin.com/company/taler-planejamentos-financeiros-ltda/ |
mari@taler.com.br |
taler@taler.com.br |
Rua Joaquim Floriano, 1120, 7º andar – Itaim Bibi |
Sao Paulo |
SP |
04534-004 |
Brazil |
South America |
Universidade Presbiteriana Mackenzie |
https://www.linkedin.com/in/mari-emmanouilides-cfp-cga-98047341/ |
|
2004 |
|
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|
https://taler.com.br/ |
| Taler Planejamentos Financeiros LTDA |
Richard |
Ziliotto |
Founding Partner & COO |
55 (11) 3707-3040 |
https://www.linkedin.com/company/taler-planejamentos-financeiros-ltda/ |
richard@taler.com.br |
taler@taler.com.br |
Rua Joaquim Floriano, 1120, 7º andar – Itaim Bibi |
Sao Paulo |
SP |
04534-004 |
Brazil |
South America |
|
https://www.linkedin.com/in/richard-ziliotto-35944950/ |
|
2004 |
|
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https://taler.com.br/ |
| https://wcmca.com/ |
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| https://polariswealth.ca/ |
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| https://curicapital.com/ |
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